Keap review
Bottom line
Keap is a CRM and marketing automation platform that connects follow-up, scheduling, invoicing, and payments in one subscription. Its clearest strength is depth of automation, backed by implementation help and a customer success manager. The main cost to watch is the $299 monthly starting price, the required implementation services, and the lack of a free plan. It suits small service businesses and agencies that want automated follow-up and are ready to pay for setup.
What is Keap?
Keap is a CRM and marketing automation platform for small businesses. It combines contact management, email and text marketing, lead capture, appointment scheduling, invoicing, and payments in one web application. The company began in 2001 as eNovasys, was known as Infusionsoft, and rebranded to Keap in 2019. It addresses a common small business problem: leads go cold, invoices go out late, and customer data sits in separate tools that nobody updates.
Day to day, users build automated sequences that react to contact behavior. A form submission can start an email series, a tag can move a contact through a sales pipeline, and an unpaid invoice can trigger reminders. Contacts are organized with tags, custom fields, lists, and company records, and lead scoring ranks prospects by likelihood to buy. Landing pages and multi-page sales funnels capture leads, while broadcast and one-to-one emails sync with Gmail or Outlook. Appointment links pull availability from the user's calendar, and quotes convert to invoices with a couple of clicks. The mobile app gives access to contacts, appointments, tasks, and communications on the go.
Keap is aimed at growth-focused small businesses. The company says it serves consultants, marketing agencies, coaches, and startups, and its typical customers range from freelancers to enterprises. Pricing starts at $299 per month billed monthly, or $2,988 per year billed annually. Required implementation services apply, and a 14-day free trial is available with no credit card required.
What sets Keap apart is the onboarding and support model. New accounts get a dedicated implementation manager, data migration services, and a customer success manager, along with prebuilt automation templates. The platform also offers a native Zapier integration, an open API with webhooks, and native payment processing for U.S. accounts. Many competing tools sell CRM, email, and scheduling as separate modules, while Keap bundles marketing, sales, and service automation into one subscription.
Who it's for
- Service businesses that need automated follow-up
- Consultants and coaches selling packaged offers
- Marketing agencies managing client lead flows
Who should look elsewhere
- Solo users who want a free plan
- Teams that need text marketing outside the U.S.
Typical uses
- Automating lead follow-up after form submissions
- Scheduling client appointments from a booking link
- Sending quotes that convert to invoices
- Running recurring billing and past-due reminders
- Requesting Google reviews after completed work
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