Keap: Small Business CRM & Automation
Keap helps small business owners and consultants manage their sales pipeline and nurture leads. It supports teams that need to combine contact management with automated email and text marketing.
At a glance
- Category
- Sales
- Best for
- Small business owners, Consultants, Marketing agencies, Coaches, Startups
- Pricing
- Pricing starts at $299 per month, billed annually at $2,988. A 14-day free trial is available.
- Key use cases
- Lead Nurturing, Sales Process Management, Billing Automation, Client Appointment Booking
- Integrations
- Zapier, Gmail, Outlook, PayPal, Stripe
- Official website
- www.keap.com
Keap is a CRM and automation platform designed for small businesses and entrepreneurs. It combines customer relationship management with tools for lead capture, marketing, and sales processing in one system.
The software is built for small businesses, consultants, marketing agencies, and coaches. It supports workflows such as lead scoring, automated follow-ups, and appointment scheduling to help manage the customer journey from initial contact to payment.
Beyond CRM, the platform includes invoicing and payment processing, as well as AI-assisted content creation for emails. It also provides dedicated business phone lines for calls and texts to help separate professional and personal communications.
Buyers should note that the software may require an initial implementation process. Those looking for a simple contact list may find the full automation suite more complex than needed, so evaluating specific automation requirements is recommended.
Key Features
Stores client activity, data, and communications in one place with support for tagging and segmentation.
Supports the creation of automated email and text marketing campaigns based on contact activity.
Helps users track and manage leads as they move through stages of the sales funnel.
Allows users to send one-time or recurring invoices and process payments through native or third-party processors.
Provides online booking links that sync with Gmail or Outlook calendars.
Uses AI to help compose emails and create marketing campaigns.
Includes tools for creating landing pages and forms to collect prospect information.
Use Cases
Using automated email and text sequences to follow up with new leads based on their interests.
Tracking deals through a visual pipeline and setting tasks for sales team follow-ups.
Setting up automatic past-due reminders and recurring invoices for subscription services.
Sending booking links to prospects to schedule consultations.
Best For
Integrations
Pricing
Pricing starts at $299 per month, billed annually at $2,988. A 14-day free trial is available.
FAQ
Keap is built for small businesses, including consultants, coaches, marketing agencies, startups, and franchises.
Yes, Keap supports native payment processing as well as third-party processors like PayPal and Stripe for invoicing and online checkouts.
The 14-day free trial includes most features, but is limited to 25 emails and does not allow for payment processing or text messaging.
While not strictly required for all, Keap offers implementation packages including strategy consulting and data migration to help users get started.
Source category: Sales
Source subcategory: CRM
