What it does
Keap combines customer records with email marketing, sales pipelines, appointments and follow-up automation for small businesses. Its subscription includes the software platform, while contact volume and extra users affect cost. Implementation services are required, so setup is part of the purchase decision.
Beyond a contact list
Keap links its drag-and-drop sales pipelines to customer records. Moving a lead to a new stage can trigger tasks or communication, such as preparing a proposal or following up after it is sent. Separate pipelines can support different sales processes.
The wider platform includes lead-capture forms, landing pages, email broadcasts, booking links, quotes and invoices. Tags and saved searches help select the contacts for a campaign.
Budget for implementation and usage
Keap uses recurring monthly or annual billing and starts with two user licences. More contacts and users change the total. A required implementation package covers help such as data import, migration and automation setup.
The sales-pipeline page advertises a 14-day trial without a card. Use See demo to discuss the platform and implementation. Text marketing is limited to the US, and allowances or overage charges apply to messaging.
Strengths
- Sales-stage changes can trigger follow-up tasks
- Quotes, appointments and invoices connect with customer records
Watch out for
- Implementation services are required
- Text-marketing features are US-only
Best for
- Small businesses standardizing lead follow-up
Sources
- Keap pricing and implementation (Oct 27, 2026)
- Keap sales pipeline management (Oct 27, 2026)
- Small Business CRM & Automation | Keap (Oct 25, 2026)