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Keap

Software

A CRM and sales-and-marketing automation platform that puts small-business follow-up on autopilot.

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About Keap

Keap is a CRM and sales-and-marketing automation platform built for small businesses that want to grow without hiring a big team. Its promise is that "if you can drag and drop, you can automate your business" — turning the follow-up, nurturing and admin that overwhelm small teams into automated workflows. More than 200,000 businesses use it, and it positions itself as a leading, more approachable alternative to heavier tools like HubSpot.

What is Keap?

Keap combines a CRM with powerful automation. It organizes all your contacts and their history, then lets you build automated sequences that send emails and texts, move leads through a pipeline, book appointments, send invoices and collect payment — all triggered by what a customer does. Landing pages and forms capture leads at the top, and the automation carries them through to a sale without manual chasing.

Who it's for

Keap is aimed at small businesses and solopreneurs — coaches, consultants, agencies, service providers and product sellers — who are losing revenue to inconsistent follow-up. It suits owners who have outgrown a basic contact list and want serious automation, but without the complexity and cost of enterprise marketing suites.

Key features

  • CRM with contact organization and full history
  • Marketing automation across email and SMS
  • Sales pipeline management and appointment scheduling
  • Invoicing and payment processing
  • Landing page and form builders for lead capture
  • AI-powered content assistance and pre-built automation templates
  • 5,000+ third-party integrations

Automation that acts like an employee

Keap's core value is automation that does the follow-up a busy owner cannot. When a lead fills in a form, Keap can tag them, send a welcome sequence, notify a salesperson, book a call and chase the invoice — each step firing automatically. Pre-built templates mean you do not start from scratch, and the drag-and-drop builder keeps it approachable. For a small business, that is like adding a tireless assistant who never forgets to follow up.

From lead to paid, in one place

Because Keap includes invoicing and payments alongside CRM and marketing, the whole journey from first touch to money in the bank lives in one system. A nurtured lead can be sent a quote, an invoice and a payment link without switching tools, and the CRM records it all against the contact — giving owners a clear, connected picture of every customer relationship.

Support that gets you live

Keap differentiates on onboarding and support, which matters because automation platforms can be daunting to set up. It includes dedicated implementation managers, customer-success support and data-migration services, drawing on 20+ years in the space (since 2001). Customer stories cite big outcomes — one business scaling to $17M in annual revenue, another reporting 200% revenue growth and 36 hours saved per month.

Connected to your stack

With more than 5,000 third-party integrations plus AI-powered content help, Keap fits into whatever tools a small business already runs — ecommerce platforms, schedulers, accounting, lead sources and more. That connectivity means data flows into the CRM automatically and automations can reach across the whole business, so Keap becomes the hub that ties a lean operation together rather than another disconnected app.

Why choose Keap

For a small business serious about growth that keeps losing deals to patchy follow-up, Keap is a strong, well-supported choice. Its blend of CRM, marketing automation, invoicing and payments — plus hands-on onboarding and thousands of integrations — lets a lean team run the kind of consistent, automated customer journey that usually requires far more people.

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