What is Keap?
Keap (formerly Infusionsoft) combines CRM, sales automation, and marketing automation into one platform for small businesses. The platform handles the complete customer journey—from first contact through repeat purchase—with automated follow-ups, email campaigns, and sales pipelines that work while you focus on your craft.
For small business owners who know they're losing leads to inconsistent follow-up, Keap provides the automation that larger companies have—scaled for small team budgets and capabilities. It's the system that ensures every lead gets nurtured and no customer gets forgotten.
[cta text="Automate Sales & Marketing with Keap"]Key Features
CRM & Contact Management
Centralize all customer information in one place. Track interactions, store notes, tag contacts for segmentation, and see complete relationship histories. Every team member accesses the same customer context.
Sales Pipeline
Visual pipelines track deals from prospect to close. Automated task creation ensures follow-ups happen. Move deals through stages manually or trigger automated actions based on customer behavior.
Marketing Automation
Build automated email sequences that nurture leads over time. Trigger campaigns based on actions—form submissions, purchases, website visits. Sophisticated automation runs without constant attention.
Email Marketing
Send broadcast emails and automated sequences. A/B test subject lines and content. Track opens, clicks, and conversions. Templates and a visual builder create professional emails without design skills.
Appointments & Scheduling
Integrated scheduling eliminates back-and-forth. Share booking links, automate reminders, and sync with calendars. Appointments create CRM records automatically.
Invoicing & Payments
Send invoices, accept payments, and set up recurring billing. Connect with payment processors like Stripe and PayPal. Track revenue alongside customer relationships.
Automation Builder
Visual workflow builders create complex automation without coding. If-then logic, delays, conditions, and actions combine into sophisticated customer journeys. Build once, run forever.
Pricing
Keap offers three main plans. Pro starts at $159/month (1,500 contacts) with CRM, email marketing, and landing pages. Max at $229/month adds advanced automation, lead scoring, and sales pipelines. Ultimate at $279/month includes e-commerce features and advanced reporting.
Pricing scales with contacts. The investment reflects all-in-one capabilities replacing multiple tools.
[cta text="Automate Sales & Marketing with Keap"]Who Uses Keap?
Service-based businesses—consultants, coaches, agencies—automate client acquisition and delivery. Lead capture, nurture sequences, appointment scheduling, and invoicing connect in one system.
E-commerce businesses combine marketing automation with payment processing. Abandoned cart emails, purchase follow-ups, and loyalty campaigns run automatically.
Professional services firms manage client relationships from prospect to ongoing engagement. The CRM tracks interactions; automation ensures consistent communication.
Small business owners without marketing staff use Keap's automation to execute marketing programs that would otherwise require dedicated personnel.
Integrations
Keap integrates with payment processors, e-commerce platforms, scheduling tools, and productivity apps. Zapier connects to thousands of additional applications. API access enables custom integrations for specific business needs.
Keap vs Competitors
Keap vs HubSpot
HubSpot offers more features at higher complexity. Keap focuses on small business usability with integrated payments. HubSpot for scaling companies; Keap for small businesses wanting simplicity.
Keap vs ActiveCampaign
ActiveCampaign excels at marketing automation at lower price points. Keap adds CRM, payments, and scheduling in one platform. ActiveCampaign for marketing focus; Keap for all-in-one small business platform.
Keap vs Ontraport
Ontraport serves similar markets with comparable features. Both provide comprehensive small business automation. Comparison depends on specific feature needs and interface preferences.
Pros and Cons
Pros
- All-in-one platform reduces tool sprawl
- Powerful automation for small businesses
- Integrated payments and invoicing
- Designed for non-technical users
- Scheduling and appointments included
- Strong customer support reputation
Cons
- Higher price point than specialized tools
- Learning curve for full platform utilization
- Contact-based pricing adds up quickly
- Some features feel dated compared to newer tools
Frequently Asked Questions
Is Keap still called Infusionsoft?
The company rebranded to Keap but maintains an "Infusionsoft by Keap" product for users wanting the original, more complex platform. Most small businesses use the streamlined Keap products.
How long does setup take?
Basic setup takes hours; full implementation with automation and integrations takes weeks. Keap offers implementation services for guided setup. The investment in proper setup pays dividends.
Can I migrate from another CRM?
Yes, Keap provides migration assistance and import tools. Contact records, tags, and basic sequences can transfer. Complex automations typically require rebuilding.
Is Keap good for beginners?
Keap balances power with usability better than Infusionsoft did. Beginners can use basic features immediately while growing into advanced automation. Learning resources and support help the journey.
[cta text="Automate Sales & Marketing with Keap"]Final Verdict
Keap delivers comprehensive small business automation in one platform. The combination of CRM, marketing automation, payments, and scheduling provides genuine all-in-one value—especially for service businesses managing client relationships end-to-end.
The investment makes sense for businesses serious about systematic growth. Small operations handling everything manually will find Keap transforms their ability to nurture leads and maintain customer relationships at scale.
Rating: 4.3/5
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