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Keap

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Leading small business CRM and automation platform

5.0 2 verified reviews
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SoftwareWorld Editorial Review

Why SoftwareWorld Chooses Keap

"Small businesses that handle a lot of follow-up work often find Keap genuinely useful. It helps manage contacts, automate follow-ups, and keep track of leads without things slipping through the cracks. CRM and automation working together in one place saves time for small teams that cannot afford to chase every task manually. That said, larger businesses with complex sales processes or bigger teams may find the platform feels limiting as their needs grow."
SoftwareWorld Review Team
SoftwareWorld Highly Recommended 2026
Decision Snapshot

Keap Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User Rating5.0 / 5
Starting Price$249 / month
Free Trial14 Days
Free VersionNot available
APINot available
DeploymentCloud Hosted
HeadquartersUnited States
✎
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Product Overview

Keap Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Keap

Keap is a leading CRM and business automation platform tailored for small businesses, entrepreneurs, and service-based teams seeking to automate sales, marketing, and client management in one unified platform. Combining robust customer relationship management (CRM) tools with no-code sales and marketing automation, Keap empowers businesses to capture leads, nurture prospects, and streamline follow-ups without manual tasks. Its intuitive drag-and-drop workflow builder, customizable automation templates, and integrated email and texting capabilities help businesses boost conversions, eliminate repetitive work, and drive consistent growth. With built-in pipeline management, appointment scheduling, invoicing, and contact segmentation, Keap transforms everyday business processes into efficient revenue-generating systems. Trusted by thousands of small businesses, the platform is designed to save time, improve customer engagement, and increase sales performance through automated workflows and centralized customer data.
Company Keap
Founded 2001
Headquarters United States
Employees 101-500

Support

24x7 Support Phone Chat

Training

Documentation

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android

Typical Customers

Self-Employed Small-Business
Languages Supported 1 language available
English
Industries Served 4 industries available
Financial Services Leisure & Travel Retail Wholesale

Why Choose Keap

Problem it Solves

  • Problem it Solves Streamlines Small Business Sales And Marketing Processes For Efficiency And Growth

Target Users

  • Target Users Small Business Owners
  • Target Users Entrepreneurs
  • Target Users Sales Teams
  • Target Users Marketing Professionals
  • Target Users Service-based Businesses

Core Use Case

  • Core Use Case Automate Marketing Campaigns
  • Core Use Case Manage Customer Relationships
  • Core Use Case Track Sales Leads
  • Core Use Case Streamline Appointment Scheduling
  • Core Use Case Process Payments Efficiently

USP

  • USP Streamline Your Business With Keap's All-in-one Automation Platform

Pros

  • Pros Small business CRM and automation packed into one platform
  • Pros Automated follow-ups run without manual intervention, saving real time
  • Pros Pipeline management gives clear visibility into every sales stage
  • Pros Built-in payment processing removes the need for third-party tools
  • Pros Contact segmentation lets you target the right audience precisely
  • Pros Appointment scheduling integrates directly without extra software subscriptions
  • Pros Onboarding support is notably hands-on compared to similar tools
  • Pros Quotes and invoices handled inside the same dashboard cleanly

Cons

  • Cons Automation builder demands significant setup time before delivering real value
  • Cons Contact management grows cluttered without consistent tagging discipline from the start
  • Cons Pricing climbs sharply as contact lists and team seats expand
  • Cons Reporting depth falls short for data-driven marketing teams
Editorial Buyer Guidance

Who Is Keap Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Streamlines Small Business Sales And Marketing Processes For Efficiency And Growth

Target Users

  • Small Business Owners
  • Entrepreneurs
  • Sales Teams
  • Marketing Professionals
  • Service-based Businesses

Core Use Cases

  • Automate Marketing Campaigns
  • Manage Customer Relationships
  • Track Sales Leads
  • Streamline Appointment Scheduling
  • Process Payments Efficiently

Unique Selling Point

Streamline Your Business With Keap's All-in-one Automation Platform

Strengths and Limitations

Keap Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • Small business CRM and automation packed into one platform
  • Automated follow-ups run without manual intervention, saving real time
  • Pipeline management gives clear visibility into every sales stage
  • Built-in payment processing removes the need for third-party tools
  • Contact segmentation lets you target the right audience precisely
  • Appointment scheduling integrates directly without extra software subscriptions
  • Onboarding support is notably hands-on compared to similar tools
  • Quotes and invoices handled inside the same dashboard cleanly
!

Cons

  • Automation builder demands significant setup time before delivering real value
  • Contact management grows cluttered without consistent tagging discipline from the start
  • Pricing climbs sharply as contact lists and team seats expand
  • Reporting depth falls short for data-driven marketing teams
Category-Based Capabilities

Keap Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Lead Capture Software 31 selected features Open category ↗ ⌄
Online Forms Lead Qualification CRM Visitor Tracking Conversion Tracking Chat/Messaging Data Extraction Lead Generation Auto-Responders Lead Distribution Event Triggered Actions Multi-Campaign Lead Capture Contact Management Email Marketing Prospecting Tools Lead Segmentation Lead Management Reporting/Analytics Pipeline Management Alerts/Notifications Web Forms Engagement Tracking Customer Segmentation Business Card/Badge Scanning Email Management Social Media Integration Lead Notifications Lead Nurturing Campaign Management Customer Database
Campaign Management Software 27 selected features Open category ↗ ⌄
Lead Management Activity Dashboard Campaign Management Data Import/Export Campaign Segmentation Contact Database Campaign Planning Multi-Channel Marketing Channel Management Reporting & Statistics Lead Capture Campaign Scheduling Drip Campaigns Lead Generation Engagement Tracking Conversion Rate Optimization Visual Analytics Click Tracking Auto-Responders Template Management Customer Segmentation Multi-Campaign Campaign Analytics Social Media Integration Email Marketing AB Testing Content Management
Landing Page Software 31 selected features Open category ↗ ⌄
Customer Segmentation Alerts/Notifications Engagement Tracking Publishing Options Template Management Web Forms Widgets SEO Management Drag & Drop Content Management Email Marketing Campaign Segmentation Multi-Channel Marketing Auto-Responders Responsive Web Design Social Media Integration Lead Management Design Management AB Testing CRM WYSIWYG Editor Campaign Management Lead Capture Forms Management Contact Management Lead Generation Website Management Event Triggered Actions Form Builder Conversion Tracking Media Library
Marketing Automation Software 30 selected features Open category ↗ ⌄
Drip Campaigns Customizable CTAs Email Marketing Engagement Tracking Customizable Forms ROI Tracking Website Visitor Tracking Lead Capture Marketing Calendar Dynamic Content Event Triggered Actions SMS Marketing AB Testing Lead Qualification Data Import/Export Conversion Tracking Social Marketing Landing Pages Template Management Segmentation Campaign Analytics Lead Generation Multi-Channel Communication Sales Analytics Lead Management Multi-Campaign Multi-Channel Marketing Marketing Automation Campaign Management CRM
Email Marketing Software 30 selected features Open category ↗ ⌄
Template Management Event Triggered Actions AB Testing Image Library Email Tracking Click Tracking Contact Database Dynamic Content Auto-Responders CRM Subscriber Management WYSIWYG Editor Campaign Analytics Contact Management CAN SPAM Compliance Customer Segmentation Multi-Channel Marketing List Management Spam Blocker Drag & Drop Campaign Scheduling Lead Capture Drip Campaigns Landing Pages/Web Forms Engagement Tracking Multi-Campaign eCommerce Integration Customer Journey Mapping GDPR Compliance ROI Tracking
Lead Generation Software 31 selected features Open category ↗ ⌄
Pipeline Management Lead Qualification Contact Management Email Marketing Web Forms Lead Capture Contact Database CRM Activity Tracking Event Triggered Actions Campaign Planning Lead Segmentation Lead Management Customer Segmentation Chat/Messaging Prospecting Tools Campaign Management Engagement Tracking Auto-Responders Social Media Integration Conversion Tracking Multi-Channel Marketing Lead Nurturing Email Management Campaign Analytics Drip Campaigns Landing Pages Multi-Campaign Lead Verification Forms Management Lead Scoring
Healthcare CRM Software 30 selected features Open category ↗ ⌄
Patient Communications Alerts/Notifications Self Service Portal Records Management Social Media Integration Patient Management Document Management Predictive Analytics Lead Management Live Chat Forms Management Physician Management Contact Management Client Portal Forecasting Chat/Messaging Appointment Management Task Management Referral Tracking Medical History Records Campaign Management Marketing Automation Calendar Management Automated Scheduling Audience Targeting Email Management HIPAA Compliant Multi-Location Pipeline Management Billing & Invoicing
Contact Management Software 26 selected features Open category ↗ ⌄
Search/Filter Pipeline Management Social Media Integration Data Import/Export Prospecting Tools Task Management Customer Database Campaign Management Lead Nurturing Segmentation Email Management CRM Sales Forecasting Contact Management Calendar Management Document Storage Drag & Drop Collaboration Tools Lead Management Sales Pipeline Management Lead Distribution Email Marketing Opportunity Management Data Synchronization Interaction Tracking Lead Capture
Online CRM Software 33 selected features Open category ↗ ⌄
Customizable Templates Sales Trend Analysis Calendar Management Lead Capture Workflow Management Interaction Tracking Opportunity Management Performance Metrics Email Management Pipeline Management Calendar Sync Email Marketing Task Management Forecasting Campaign Management Contact Management Document Storage Social Media Integration Collaboration Tools Sales Reports Web-based Deployment Lead Management Internal Chat Integration Lead Generation Lead Qualification Marketing Automation Quotes/Estimates Referral Tracking Reporting/Analytics Territory Management Deal Management Lead Nurturing Role-Based Permissions
Lead Management Software 28 selected features Open category ↗ ⌄
Lead Nurturing Sales Reports Social Media Integration Monitoring Pipeline Management Template Management Lead Qualification Calendar Management Sales Forecasting Lead Distribution Prospecting Tools Task Management Document Storage Lead Segmentation Reminders Email Tracking Interaction Tracking CRM Web Forms Email Marketing Lead Capture Campaign Management Contact Management Workflow Management Sales Trend Analysis Source Tracking Lead Generation Opportunity Management
Financial CRM Software 28 selected features Open category ↗ ⌄
Expense Tracking Forecasting Template Management Relationship Tracking Interaction Tracking Access Controls/Permissions Activity Tracking Client Management Collaboration Tools Sales Reports Email Management CRM Search/Filter Email Marketing Task Management Document Management Lead Management Calendar Management Customer Database Campaign Management Marketing Automation Activity Dashboard Territory Management Contact Management Pipeline Management Lead Capture For Financial Institutions Financial Management
Nonprofit CRM Software 27 selected features Open category ↗ ⌄
Contact Management Donation Tracking Campaign Management Interaction Tracking Real Time Notifications Email Marketing Donor Management Email Management Web Forms Access Controls/Permissions Task Scheduling Website Integration Grant Management Customer Database Credit Card Processing Membership Management CRM Accounting Integration Event Management Document Storage Forms Management Social Media Integration Registration Management Fundraising Management Committee Management Volunteer Management Electronic Payments
eCommerce Software 30 selected features Open category ↗ ⌄
Shipping Management Multi-Store Activity Dashboard Order Tracking Customer Accounts Promotions Management Returns Management Multi-Channel Management Loyalty Program Multi-Channel Marketing CRM Website Management Data Synchronization Email Marketing Kitting Content Management Sales Orders SEO Management Multi-Currency Inventory Management Campaign Management Order Management Multi-Location Shopping Cart Electronic Payments Credit Card Processing Reviews Management Data Security Discount Management Purchase Order Management
Appointment Scheduling Software 20 selected features Open category ↗ ⌄
Automated Scheduling Appointment Management Customer Database Credit Card Processing Client Portal Electronic Payments Billing & Invoicing Recurring Appointments Client Management Online Payments Calendar Management Multi-Location SMS Messaging Group Scheduling Online Booking Website Integration Availability Management Mobile Access Booking Management Email Management
All-in-One Marketing Platform Software 7 selected features Open category ↗ ⌄
Lead Management List Management Multi-Channel Marketing Landing Pages/Web Forms Behavior Analytics Dynamic Content Lead Nurturing
Customer Communications Management Software 19 selected features Open category ↗ ⌄
Template Management Workflow Management Third-Party Integrations CRM Interaction Tracking Content Management Activity Dashboard On-Demand Communications Personalization Multi-Channel Communication Interactive Content Video Support Customer Database Chat/Messaging Reporting & Statistics Batch Communications Customer History Alerts/Notifications Feedback Management
Customer Reference Management Software 16 selected features Open category ↗ ⌄
Activity Dashboard Campaign Management Reference Usage Tracking Lead Management Contact Management Program Notices Customer Segmentation Survey/Poll Management Search/Filter CRM Nomination Tracking Customer Database Rewards Management Lead Capture Reference Request Automation ROI Tracking
Lead Nurturing Software 10 selected features Open category ↗ ⌄
A/B Testing Performance Metrics Lead Notifications Lead Segmentation Personalization Lead Qualification Lead Capture Drip Campaigns Campaign Management Pipeline Management
Predictive Lead Scoring Software 11 selected features Open category ↗ ⌄
AI/Machine Learning Alerts/Notifications Predictive Analytics Lead Distribution Lead Qualification Data Enrichment Demographic/Firmographic Data Customizable Scoring Prioritization Process/Workflow Automation Multiple Scoring Models
Quoting Software 19 selected features Open category ↗ ⌄
Client Portal Pricing Management CRM Electronic Signature Contract/License Management Discount Management Document Management Cataloging/Categorization Reminders Customizable Branding Third-Party Integrations Proposal Generation Electronic Payments Contact Management Activity Dashboard Billing & Invoicing Drag & Drop Automated Quoting Estimating
Real Estate Agency Software 5 selected features Open category ↗ ⌄
Calendar Management Website Management Campaign Management Commission Management Data Import/Export
Sales Engagement Platform Software 13 selected features Open category ↗ ⌄
Communication Management Campaign Management Calendar Management Prospecting Tools Content Management Performance Management Workflow Management Sales Pipeline Management Business Process Automation Lead Generation Auto-Dialer Reporting/Analytics Strategic Planning
Sales Force Automation Software 17 selected features Open category ↗ ⌄
Email Marketing Campaign Management Pipeline Management Lead Management Lead Capture Referral Tracking Sales Activity Management Performance Metrics Third-Party Integrations Customer Database Territory Management Activity Dashboard Forecasting Contact Management Task Management Opportunity Management Customizable Fields
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
Shopping Cart Software 16 selected features Open category ↗ ⌄
eCommerce Management Inventory Management Returns Management Order Management SEO Management Cataloging/Categorization Discount Management Promotions Management Tax Management Abandoned Cart Saver Electronic Payments Credit Card Processing Refund Management Third-Party Integrations Email Marketing Mobile Access
CRM Software 28 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export
Connected Applications

Keap Integrations

Integration information is displayed only when approved integration products are available on the profile.

Showing 8 of 10 integrations
Pricing Information

Keap Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Usage Based
Preferred Currency USD ($)
Free Trial 14 Days
Free Version Not available
Payment Frequency Annual Subscription, Monthly Payment
Pricing Page ↗
Pro
$249 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

Verified User Feedback

Keap Reviews

Approved reviews submitted through verified Google or LinkedIn reviewer accounts.

Write a Keap Review ↗
5.0
Based on 2 approved reviews
5 stars 100%
4 stars 0%
3 stars 0%
2 stars 0%
1 star 0%
Jackie S.
Jackie S. Self employed

Reliable Tool for Automating and Managing Leads

This platform has really helped me automate follow-ups, email campaigns, and overall coordination without extra effort. What I like most is how it captures leads directly from the website in a fully customizable way, sends automatic responses, and keeps the conversation going with potential customers. It saves me a lot of time and keeps everything organized. So far, I honestly haven’t faced any issues—it’s been working smoothly for me.

Reviewed on September, 2025
Michele T.
Michele T. CEO, Founder

Powerful Yet Simple CRM That Truly Delivers

I’ve found it very intuitive and easy to work with, and it covers everything I personally need from a CRM. What really stands out is how much they care about customer satisfaction—it genuinely shows. The workflow automations are a highlight for me because they’re simple to set up and make daily tasks much more efficient. I also appreciate how Keap manages to keep the system straightforward while still offering strong functionality. The dashboard can feel a little crowded at times, but it’s not a major issue overall.

Reviewed on October, 2024
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Frequently Asked Questions

Keap FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Keap is a leading CRM and business automation platform tailored for small businesses, entrepreneurs, and service-based teams seeking to automate sales, marketing, and client management in one unified platform. Combining robust customer relationship management (CRM) tools with no-code sales and marketing automation, Keap empowers businesses to capture leads, nurture prospects, and streamline follow-ups without manual tasks. Its intuitive drag-and-drop workflow builder, customizable automation templates, and integrated email and texting capabilities help businesses boost conversions, eliminate repetitive work, and drive consistent growth. With built-in pipeline management, appointment scheduling, invoicing, and contact segmentation, Keap transforms everyday business processes into efficient revenue-generating systems. Trusted by thousands of small businesses, the platform is designed to save time, improve customer engagement, and increase sales performance through automated workflows and centralized customer data.

  • No, Keap does not offer a free version.

  • Yes, Keap offers a free trial.

  • No, Credit Card details are not required for the Keap trial.

  • Keap offers the following pricing plans & packages:

    Pro

    $249 Per Month

  • Keap supports the following payment frequencies:

    • Annual Subscription , Monthly Payment

  • No, Keap does not offer an API.

  • Keap can be integrated with the following applications:

    • QuickBooks Online , Xero , Mailchimp , WordPress.com , Zoom Meetings , Twilio , Gmail , Microsoft Outlook , Shopify , Zapier

  • Keap offers support with the following options:
    • 24x7 Support , Phone , Chat

  • Keap offers training with the following options:
    • Documentation

  • Keap supports the following languages:
    • English

  • Following are the typical users of the Keap:
    • Self-Employed , Small-Business

  • Keap supports the following deployment:
    • Cloud Hosted

  • Keap supports the following devices and operating systems:
    • Web-Based , iPhone , Android
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