What is Keap?
Keap provides a combined CRM and marketing automation platform built for small businesses. It helps teams manage contacts, automate follow-ups, and process payments in one system. The platform targets organizations looking to streamline their sales workflows without juggling multiple disconnected tools.
Keap operates as an all-in-one sales and marketing platform designed primarily for small to mid-sized businesses. It combines customer relationship management with email marketing, lead scoring, and e-commerce capabilities. Users can build automated sequences that trigger based on customer behavior, reducing manual outreach effort. The platform includes tools for invoicing, payment collection, and pipeline management. Keap aims to consolidate the core functions needed to convert leads and retain buyers into a single interface. This approach reduces the need for separate software subscriptions and data syncing across tools.
Ideal Customer Profile
Small to mid-sized B2B service businesses that want to manage their entire sales and marketing funnel in one platform.
Key Features
- Contact management and segmentation
- Visual campaign builder for automation
- Email marketing with templates
- Sales pipeline tracking
- Lead scoring based on behavior
- Invoicing and payment processing
- Landing page and form builder
- Appointment scheduling
- Reporting and analytics dashboards
- Mobile app for on-the-go access
How to use Keap
Teams typically import their contacts into the platform and segment them based on engagement or deal stage. From there, users build automated campaigns that send emails, assign tasks to sales reps, and trigger follow-ups based on recipient actions. The pipeline view helps reps track deals from initial inquiry through close, while reporting dashboards provide visibility into campaign performance and revenue metrics.
Pricing
Keap offers multiple pricing tiers starting around $149 per month, with costs increasing based on contact limits and feature access.
