AI TOOL PROFILE
Keap: Small Business CRM & Automation
Pricing
Pricing starts at $299 per month, billed annually at $2,988. A 14-day free trial is available.
At a glance
- Best for
- Small business owners, Consultants, Marketing agencies, Coaches, Startups
- Key use cases
- Lead Nurturing, Sales Process Management, Billing Automation, Client Appointment Booking
- Integrations
- Zapier, Gmail, Outlook, PayPal, Stripe
- Official website
- Visit keap formerly infusionsoft official website
How AI is used
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
Contact Management
Stores client activity, data, and communications in one place with support for tagging and segmentation.
Marketing Automation
Supports the creation of automated email and text marketing campaigns based on contact activity.
Sales Pipeline
Helps users track and manage leads as they move through stages of the sales funnel.
Invoicing and Payments
Allows users to send one-time or recurring invoices and process payments through native or third-party processors.
Appointment Scheduling
Provides online booking links that sync with Gmail or Outlook calendars.
AI Content Assistant
Uses AI to help compose emails and create marketing campaigns.
Lead Capture
Includes tools for creating landing pages and forms to collect prospect information.
Use Cases
Lead Nurturing
Using automated email and text sequences to follow up with new leads based on their interests.
Sales Process Management
Tracking deals through a visual pipeline and setting tasks for sales team follow-ups.
Billing Automation
Setting up automatic past-due reminders and recurring invoices for subscription services.
Client Appointment Booking
Sending booking links to prospects to schedule consultations.
Integrations
- Zapier
- Gmail
- Outlook
- PayPal
- Stripe
- Quickbooks
FAQ
Who is Keap designed for?
- Keap is built for small businesses, including consultants, coaches, marketing agencies, startups, and franchises.
Does Keap include payment processing?
- Yes, Keap supports native payment processing as well as third-party processors like PayPal and Stripe for invoicing and online checkouts.
What is included in the free trial?
- The 14-day free trial includes most features, but is limited to 25 emails and does not allow for payment processing or text messaging.
Is professional setup required for Keap?
- 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
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