Keap

Keap (keap.com), formerly known as Infusionsoft, is a comprehensive CRM and marketing automation platform purpose-built for small businesses that need to manage the full customer lifecycle — from lead capture to sale to repeat purchase — within a single system. Rather than combining a standalone email tool with a separate CRM and a third-party payment processor, Keap consolidates CRM, automation, email and text marketing, a sales pipeline, landing pages, payments, appointment booking, and reporting into one connected platform. This integration depth is Keap's primary value proposition: every customer interaction — email reply, form submission, appointment booking, payment made — is recorded in the CRM and can trigger the next automated step in a workflow without manual intervention or data export. Keap starts at $299 per month for 2 users and 1,500 contacts, with pricing scaling by both user count and contact volume.

Keap's automation engine is built around the concept of eliminating repetitive manual tasks from the small business owner's daily workflow. When a new lead comes in from a landing page, Keap can immediately tag the contact, send a personalised welcome text and email, add them to a sales pipeline stage, schedule a follow-up task for the assigned user, and trigger a drip sequence — all without human involvement. The pipeline view gives sales teams visibility into every deal's stage and value. Native payments processing allows invoices and payment links to be sent directly from the platform, with completed payments triggering post-purchase automation sequences automatically. Appointment booking connects to the user's calendar and allows contacts to self-schedule directly from an email link.

How Keap Works

Businesses connect their lead sources — website forms, landing pages, third-party integrations — to Keap, which stores every new contact in the CRM with all interaction history attached. Automation workflows are built using a visual builder that connects triggers (form submitted, tag applied, payment received) to actions (send email, send text, create task, move pipeline stage, apply tag). The sales pipeline displays every active deal, its stage, and its value in a Kanban-style view, with drag-and-drop movement between stages triggering follow-up automation. Email and text campaigns are sent from the same dashboard, keeping all outbound communication in one record per contact. Reports surface pipeline performance, campaign engagement, payment totals, and team activity across the platform.

Key Features

• CRM — central contact database recording every interaction, tag, note, and communication history for each contact
• Marketing automation — visual workflow builder connecting triggers and actions across email, text, pipeline, and CRM events
• Email and text marketing — send campaigns and individual messages via email and SMS from within the same contact record
• Sales pipeline — Kanban-style deal management with stage-based automation triggering follow-up actions on movement
• Landing pages — build lead capture pages that feed new contacts directly into the CRM and trigger automation
• Payments — native payment processing with invoices, payment links, and post-payment automation triggers
• Appointment booking — self-scheduling calendar links allowing contacts to book directly from emails or landing pages
• Reporting — pipeline performance, campaign analytics, payment totals, and team activity dashboards
• Scalable user and contact pricing — pricing adjusts based on the number of users and contacts, starting at 2 users and 1,500 contacts
• Promotional offers — current promotional pricing available on request via chat

Keap Pricing

• Starting at $299/month (billed monthly) — Includes 2 users and 1,500 contacts. All features included: CRM, automation, email and text marketing, sales pipeline, landing pages, payments, appointment booking, and reporting. Pricing scales with additional users and contacts. Promotional offers available — chat with Keap's team for current rates.

No permanent free plan. Pricing scales by user count and contact volume. Always verify current rates at keap.com/pricing.

Who Should Use Keap?

Keap is designed for small businesses that have outgrown basic email marketing tools and need a single platform covering CRM, sales pipeline management, automated follow-up, and payments without the complexity of enterprise software. It is particularly well-suited to service businesses — consultants, coaches, agencies, home services, health and wellness providers — where the sales process involves multiple touchpoints, follow-up sequences, and appointment scheduling before a sale is made. The all-in-one integration means a single workflow can manage the entire journey from first contact to paid invoice without any data export or manual handoff between tools. Teams looking for a pure email marketing tool, or large enterprises needing advanced enterprise CRM features and global compliance capabilities, will find Keap's scope either broader or narrower than required.

Frequently Asked Questions