Keap: CRM and Marketing Automation Tool for Small Businesses

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Written By David Pate
Keap: CRM and Marketing Automation Tool

Welcome to the comprehensive information that will take your business to new heights with Keap. In this article, we’ll explore the ins and outs of Keap and how it can transform the way you operate. Get ready to unlock the full potential of Keap and streamline your business processes like never before. If you’re a small business owner, you know that managing customer relationships and marketing your business can be a time-consuming and overwhelming task. That’s where Keap comes in. Formerly known as Infusionsoft, Keap is a customer relationship management (CRM) and marketing automation platform designed specifically for small businesses.

What is Keap?

Keap is a powerful customer relationship management CRM software designed specifically for small and medium-sized businesses. It offers a wide range of features and tools to help you manage contacts, automate marketing campaigns, streamline sales processes, and more. Keap is your go-to solution for organizing your business and enhancing your efficiency.

The Benefits of Using Keap for Your Business

Using Keap can revolutionize the way you run your business. Here are some key benefits that make Keap a game-changer:

  1. Streamlined Contact Management: Keap provides a centralized hub for managing all your contacts. From importing and organizing contact information to creating tags and segments, Keap simplifies the process of keeping track of your customers and leads.
  2. Efficient Email Marketing: With Keap, you can design visually appealing email templates and create targeted email campaigns. Its automation features allow you to send personalized messages at the right time, increasing engagement and conversions.
  3. Optimized Sales Pipeline: Keap’s sales pipeline management tools give you a clear view of your leads and opportunities at every stage. You can track progress, automate tasks, and streamline your sales process to close deals faster and more effectively.
  4. Appointment Scheduling Made Easy: Keap integrates appointment scheduling seamlessly, allowing you to manage bookings, send reminders, and avoid scheduling conflicts. Stay organized and provide a convenient experience for your clients.
  5. E-commerce Integration: If you have an online store, Keap offers e-commerce integration to manage your products, inventory, and automate order processing. It brings efficiency to your online business operations.
  6. Powerful Reporting and Analytics: Keap provides valuable insights into your marketing and sales efforts. You can track key metrics, generate reports, and make data-driven decisions to optimize your strategies and drive growth.
  7. Flexibility and Scalability: Whether you’re a solopreneur or have a growing team, Keap adapts to your needs. It offers flexible pricing plans and scalable features, ensuring that Keap can support your business at any stage of growth.
 Keap overview

Getting Started with Keap

Are you ready to embark on your Keap journey? Let’s get started by setting up your Keap account, exploring the Keap dashboard, and customizing your settings to suit your business needs.

Setting up your Keap Account

To begin, head over to the Keap website and sign up for an account. Follow the intuitive sign-up process, providing the necessary information about your business. Once you’ve completed the registration, you’ll have access to your own Keap account.

Exploring the Keap Dashboard

Upon logging in, you’ll be greeted by the Keap dashboard—a central hub where you can manage your entire business. Take a moment to familiarize yourself with the layout and the different sections available to you.

The dashboard provides an overview of your contacts, tasks, appointments, and important insights. You’ll also find shortcuts to various features and tools within Keap, making it convenient to navigate and access what you need.

Customizing your Keap Settings

Keap understands that each business is unique, and that’s why it offers customizable settings. Click on the settings icon to access the configuration options and tailor Keap to your specific requirements.

Here are some areas where you can customize your Keap settings:

  1. User Preferences: Personalize your user settings, such as time zone, language, and notification preferences. This ensures that Keap aligns with your preferred way of working.
  2. Contact Fields: Modify the default contact fields or create custom fields to capture relevant information about your contacts. This allows you to have a comprehensive view of your customers and tailor your interactions accordingly.
  3. Tags and Segments: Create tags and segments to categorize your contacts based on specific criteria. This segmentation enables you to target your marketing efforts more effectively and deliver personalized experiences.
  4. Email Templates: Customize email templates to reflect your brand identity and ensure consistency in your communications. Add your logo, choose fonts and colors, and create visually appealing templates that resonate with your audience.
  5. Automation Rules: Set up automation rules to streamline repetitive tasks and save time. Whether it’s automating follow-ups, assigning tasks, or triggering specific actions based on customer behavior, Keap’s automation features will simplify your workflow.
  6. Integrations: Explore the integration options available within Keap. Connect Keap with other tools and platforms you use to streamline data transfer and enhance your overall business operations.

Key Features of Keap

Keap is packed with a multitude of features designed to streamline your business operations, nurture customer relationships, and boost your productivity. Let’s explore some of the key features that make Keap a powerful tool for small and medium-sized businesses:

1. Contact Management

Keap offers robust contact management capabilities. From importing contacts to organizing them into tags and segments, Keap allows you to keep track of your customers and leads effortlessly. You can view contact details, track interactions, and maintain a centralized database of valuable information.

2. Email Marketing

With Keap’s email marketing features, you can create and send engaging, personalized emails to your contacts. Design visually appealing email templates, automate campaigns, and track email performance. Keap’s automation tools make it easy to nurture leads, send follow-ups, and deliver the right message at the right time.

3. Sales Pipeline Management

Keap’s sales pipeline management feature provides a visual representation of your sales process. You can track leads, manage opportunities, and monitor the progress of each deal. With automation, you can automate tasks, set reminders, and ensure a seamless flow through your sales pipeline.

4. Appointment Scheduling

Streamline your appointment scheduling process with Keap’s integrated scheduling tool. You can manage appointments, send automated reminders to clients, and avoid scheduling conflicts. This feature saves time, improves customer experience, and helps you stay organized.

5. E-commerce Integration

For businesses with online stores, Keap offers e-commerce integration. You can set up your store within Keap, manage products and inventory, and automate order processing. This integration eliminates the need for manual data entry and ensures smooth operations for your e-commerce business.

6. Automation

Keap’s automation capabilities are a game-changer for businesses. You can create customized automation workflows to streamline repetitive tasks and save time. From sending personalized emails based on customer actions to assigning tasks to team members, Keap’s automation feature simplifies your workflow and boosts efficiency.

7. Reporting and Analytics

Keap provides robust reporting and analytics tools to help you gain insights into your marketing and sales efforts. Track key metrics, generate reports, and visualize data to make data-driven decisions. With Keap’s reporting capabilities, you can measure the success of your campaigns, identify areas for improvement, and optimize your strategies.

How Keap can benefit small businesses?

Keap is specifically designed to cater to the needs of small businesses, empowering them to thrive and succeed. Let’s explore how Keap’s features and functionalities can benefit your small business:

1. Streamlined Operations

Keap streamlines your business operations by providing a centralized platform to manage your contacts, automate marketing campaigns, track sales, and more. This level of organization saves you time, reduces manual effort, and enables you to focus on core business activities.

2. Enhanced Customer Relationships

With Keap, you can nurture and strengthen your customer relationships. By leveraging features such as contact management, email marketing, and automation, you can personalize interactions, deliver targeted messages, and provide exceptional customer experiences. Building strong customer relationships leads to loyalty, repeat business, and positive word-of-mouth referrals.

3. Improved Efficiency

Automation is a key aspect of Keap that significantly improves efficiency. By automating repetitive tasks, such as follow-ups, appointment reminders, and lead nurturing, you can free up time and resources. This allows you to allocate your efforts to high-value activities, such as strategic planning, sales conversions, and customer engagement.

4. Effective Marketing Campaigns

Keap equips you with powerful tools to create and execute effective marketing campaigns. From designing visually appealing email templates to automating campaign workflows, you can engage your audience, generate leads, and drive conversions. The ability to measure campaign performance through reporting and analytics enables you to refine your marketing strategies for optimal results.

5. Seamless Sales Pipeline Management

Managing your sales pipeline becomes effortless with Keap’s intuitive interface and automation capabilities. You can easily track leads, monitor deal progress, and automate tasks to keep your sales process moving smoothly. This level of visibility and control helps you close deals faster and maximize revenue.

6. Scalability and Growth

Keap grows with your business. As your small business expands, Keap offers scalability options to accommodate your evolving needs. Whether it’s adding more contacts, integrating additional features, or adapting to increased sales volume, Keap can scale alongside your business growth.

7. Cost-Effectiveness

Keap provides cost-effective solutions for small businesses. With its range of pricing plans, you can choose a package that suits your budget and business requirements. The return on investment from improved efficiency, increased customer retention, and revenue growth makes Keap an invaluable tool for small businesses.

Keap Pricing and Plans

Keap offers different pricing plans to accommodate the varying needs of small businesses. Let’s explore the available plans and their features:

Pro Plan – $159/month (Billed at $1908/year)

  • Contacts: 1500 (Total contacts)
  • Users: 2 (Includes 2 users)
  • Additional users: $29 each

Features included in the Pro Plan:

  • Email marketing
  • Sales & marketing automation
  • Dedicated phone line (US & Canada)*
  • Automated lead capture & follow-up
  • Lead & client management (CRM)
  • Appointments
  • Sales pipeline & analysis
  • Quotes, invoices & payments
  • Landing pages & online sales
  • Text marketing*

Max Plan – $229/month (Billed at $2748/year)

  • Contacts: 2500 (Total contacts)
  • Users: 3 (Includes 3 users)
  • Additional users: $29 each

Features included in the Max Plan (in addition to the Pro Plan features):

  • Lead scoring
  • Lead Source attribution
  • Multi-page Landing pages
  • Upsells and discounts
  • Promo codes
  • Marketing analytics
  • Advanced reporting
  • Text marketing
keap pricing and plans

Case study or testimonial from a small business using Keap

“Before we started using Keap, our marketing and sales efforts were disorganized and inefficient. We were using multiple tools to try to keep track of everything, and it was a struggle to get a comprehensive view of our customer relationships. Keap has completely changed the game for us. The CRM features have helped us keep track of all our customer interactions in one place, and the marketing automation has saved us so much time. We’ve seen a significant increase in sales since we started using Keap, and we couldn’t be happier with the results.” – John Doe, owner of Doe’s Hardware

Keap is a customer relationship management (CRM) and marketing automation platform specifically designed for small businesses. It offers a range of tools to help businesses manage and grow their customer relationships, including email marketing, lead capture, sales forecasting, and customer segmentation. In this post, we’ll take a closer look at Keap and how it can benefit small businesses, as well as provide a comparison to similar tools like ActiveCampaign and ClickFunnels.

One of the standout features of Keap is its email marketing capabilities. It includes templates, automation, and integrations with popular email service providers to help businesses create and send professional-looking emails to their customers. Keap also includes customizable lead capture forms and landing pages to help businesses capture leads from their website.

In addition to its marketing features, Keap also includes a sales forecasting tool to help businesses predict future sales based on historical data and current trends. This can be a valuable resource for small businesses looking to plan for the future and make informed decisions about their sales efforts.

Another useful feature of Keap is its customer segmentation capability, which allows businesses to segment their customers based on a range of criteria such as location, behavior, or demographics. This can be helpful for targeted marketing efforts and personalized communication with customers.

Keap integrates with a range of other tools and platforms, including social media, e-commerce platforms, and payment processors. This can help small businesses streamline their marketing and sales efforts and get a more comprehensive view of their customer relationships.

But don’t just take our word for it – Keap has plenty of positive reviews from small businesses using the platform. For example, one business owner reported that Keap has helped them automate repetitive tasks and freed up time to focus on other areas of their business. Another business saw an increase in sales after implementing Keap’s marketing automation features.

keap logo

When it comes to pricing, Keap offers a range of plans to suit the needs of different businesses. Its lowest-priced plan starts at $99 per month, while its highest-priced plan is $379 per month. There are also options for paying annually or biennially, which can offer some cost savings. At the time of writing, Keap is offering a special deal of 50% off the first three months of its mid-tier plan.

So how does Keap compare to other CRM and marketing automation tools? One popular comparison is Keap vs ActiveCampaign. Both platforms offer similar features and are targeted at small businesses, but Keap tends to be more expensive than ActiveCampaign. Keap also has a higher learning curve and may require more training for users to fully utilize all of its features.

Another comparison is Keap vs ClickFunnels. ClickFunnels is a sales funnel builder, while Keap is a full-featured CRM and marketing automation platform. As such, they serve different purposes and may be suitable for different types of businesses. ClickFunnels tends to be more focused on the sales process, while Keap offers a wider range of tools for managing customer relationships.

Overall, Keap is a powerful CRM and marketing automation platform for small businesses. Its range of features and integrations can help businesses streamline their marketing and sales efforts and get a more comprehensive view of their customer relationships. While it may be pricier than some other options, it could be worth the investment for businesses looking for a comprehensive solution.

keap crm logo

FAQs about keap

Q: What is Keap?

A: Keap is a comprehensive business management software that combines customer relationship management (CRM), email marketing, sales pipeline management, appointment scheduling, and e-commerce integration into one platform. It helps businesses streamline their operations and automate various tasks to enhance efficiency and growth.

Q: How much does Keap cost?

A: Keap offers different pricing plans to accommodate various business needs. The Pro plan starts at $159 per month, while the Max plan starts at $229 per month. The specific cost may vary depending on additional features, customization options, and the number of users required for your business. It’s recommended to visit the Keap website or contact their sales team for detailed pricing information tailored to your specific requirements.

Q: How to use Keap?

A: To use Keap, you first need to sign up for an account and choose a pricing plan. Afterward, you can set up your account, import contacts, customize settings, create email templates, design marketing campaigns, manage sales pipelines, schedule appointments, and integrate e-commerce functionality. Keap provides user-friendly interfaces and resources to guide you through the process.

Q: Is Keap Infusionsoft?

A: Yes, Keap was previously known as Infusionsoft. In 2019, Infusionsoft rebranded as Keap to better align its product offerings and cater to different business needs.

Q: What is the Keap app?

A: The Keap app is a mobile application available for iOS and Android devices. It allows you to access and manage your Keap account on the go, providing features such as contact management, task management, and appointment scheduling.

Q: What is Keap used for?

A: Keap is used for various purposes in business management, including customer relationship management, email marketing, sales pipeline management, appointment scheduling, and e-commerce integration. It helps businesses automate tasks, nurture leads, streamline operations, and drive growth.

Q: What is the difference between Keap and Infusionsoft?

A: Keap is the rebranded version of Infusionsoft. While both platforms offer similar features, Keap has been designed to cater to a wider range of businesses, including small and medium-sized enterprises (SMEs). Keap offers different pricing plans and has introduced Lite and Max versions to accommodate varying business needs.

Q: Where to buy Keap candles?

A: Keap candles can be purchased directly from the official Keap website. They offer a range of high-quality, sustainable candles in various scents and sizes.

Q: Is Keap a CRM?

A: Yes, Keap includes CRM functionality as one of its core features. It allows businesses to manage customer relationships, track interactions, store contact information, and automate personalized communication.

Q: What is

A: is the official website of Keap, where businesses can find information about the software, explore pricing options, sign up for an account, and access support resources.

Q: What is Keap Infusionsoft?

A: Keap Infusionsoft refers to the previous name of the software. Keap was formerly known as Infusionsoft, and the name change occurred in 2019. The rebranding was done to align the product offerings and better cater to a wider range of businesses, including small and medium-sized enterprises (SMEs). Keap retains many of the features and functionalities that were part of Infusionsoft, including customer relationship management (CRM), email marketing, and automation tools.


In conclusion, Keap is a comprehensive CRM solution that empowers small businesses to streamline operations, nurture customer relationships, and drive growth. With its array of features including contact management, email marketing, sales pipeline management, and automation, Keap provides businesses with the tools they need to efficiently manage their operations, enhance customer engagement, and optimize their strategies for success in a competitive market.

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