Software: Keap

Category: CRM & Marketing Automation Platform

Primary Use: Small business CRM, email marketing, and sales automation

Developer: Keap (formerly Infusionsoft)

Starting Price: Typically starts around $159/month (pricing varies by contacts and users)

Free Trial/Plan: Free trial available

Platform: Web-based (cloud) + mobile app

Official Website: keap.com

Keap is a cloud-based CRM and marketing automation platform designed for small businesses and entrepreneurs. It combines contact management, email marketing, sales pipeline tracking, and automation tools in a unified system.

What Is Keap?

Keap was originally launched as Infusionsoft in 2001 and later rebranded. It is a SaaS platform focused on helping small businesses manage customer relationships and automate sales processes.

The platform centralizes customer data, email campaigns, invoicing, and appointment scheduling within one dashboard.

Keap operates entirely online and provides mobile apps for iOS and Android devices.

Who Uses Keap?

Keap is commonly used by small businesses, consultants, service providers, coaches, and entrepreneurs. It is particularly suited for businesses that need CRM functionality combined with automated marketing.

Service-based businesses use Keap to manage client communications and follow-ups. Entrepreneurs use it to automate lead nurturing and appointment reminders.

Core Features

Keap provides contact management and CRM tools for tracking customer interactions.

Email marketing tools include campaign builders and automation workflows.

Sales pipeline management tracks deals and opportunity stages.

Lead capture forms collect prospect information from websites.

Appointment scheduling tools automate booking processes.

Invoice and payment processing features support billing workflows.

Text messaging tools are available in supported plans.

Automation rules trigger follow-ups based on user behavior.

Reporting dashboards track sales and campaign performance.

Mobile app access enables contact and deal management on the go.

Integrations and Compatibility

Keap integrates with payment processors such as Stripe and PayPal.

The platform supports integrations with ecommerce platforms and third-party apps.

API access is available for custom integrations.

Export functionality allows downloading contact and sales data.

Keap operates as a web-based SaaS platform with mobile app support.

Pricing Structure

Keap offers tiered pricing plans based on contact count and feature access.

Plans typically start at approximately $159 per month and increase based on the number of contacts and users.

Higher-tier plans may include advanced automation and additional user seats.

Billing is available monthly or annually, with annual subscriptions often offering discounted pricing.

Advantages and Limitations

Keap combines CRM, marketing automation, and invoicing tools in one platform for small businesses. Its automation features support streamlined sales processes.

However, pricing may be higher compared to entry-level email marketing tools. Advanced customization may require onboarding support. Larger enterprises may require more scalable CRM systems.

Alternatives to Keap

Several platforms provide similar CRM and marketing automation functionality. HubSpot offers CRM-integrated marketing tools. ActiveCampaign supports automation-focused CRM workflows. Zoho CRM provides small-business CRM solutions. Salesforce Sales Cloud supports enterprise sales management.

Each alternative differs in pricing structure, CRM depth, and automation features.

Frequently Asked Questions

What does Keap do?

Keap is a CRM and marketing automation platform designed for small businesses.

Is Keap cloud-based?

Yes. Keap operates as a web-based SaaS platform with mobile apps.

Does Keap include invoicing features?

Yes. Invoicing and payment processing tools are included in supported plans.

Who typically uses Keap?

Small businesses, consultants, and service providers commonly use the platform.

Key Takeaways

Keap is a cloud-based CRM and marketing automation platform designed for small businesses. It includes contact management, email marketing automation, sales pipeline tracking, appointment scheduling, invoicing tools, and mobile app access. Pricing typically starts around $159 per month and scales based on contact count and feature access.