Keap is an all-in-one CRM and business automation platform designed to help small and midsize businesses streamline sales, marketing, and client management. It combines contact management, email marketing, sales pipelines, invoicing, appointment scheduling, and automation tools into a single interface. Keap is particularly well-suited for service-based businesses, consultants, and entrepreneurs seeking to consolidate their tech stack and automate repetitive tasks.
Sales Funnels Capabilities
Keap offers strong, integrated sales funnel tools that help small businesses guide leads through the buyer journey all within a single platform. Its sales pipeline management is visually driven and fully customizable, making it easy to track deal stages, assign tasks, and automate follow-ups based on where a lead is in the funnel.
Key capabilities include:
- Customizable Pipelines: Users can build multiple pipelines tailored to different services or customer types, adjusting stages to match their sales process.
- Automation Triggers: Keap allows for powerful automation tied to sales stages. For example, when a lead moves to a “hot” stage, Keap can automatically send a reminder to a sales rep or a tailored follow-up email to the client.
- Email and Text Follow-ups: Follow-ups can be automated using both email and SMS, improving response rates and maintaining momentum throughout the funnel.
- Lead Scoring and Tagging: Through tagging and activity tracking, Keap helps prioritize high-value leads and keeps the funnel organized. This also supports more personalized communication.
- Appointment Scheduling and Quotes: Leads can schedule meetings directly through Keap and receive custom quotes, making the sales process smoother and more professional.
- Integrated Payments: Once a deal is ready to close, Keap can send an invoice and collect payment without requiring a separate billing tool, effectively tying the end of the funnel to real revenue.
While Keap may not have the advanced funnel-building visualization tools found in some marketing-focused platforms (like ClickFunnels), its strength lies in integrating the funnel process with CRM, automation, and payment systems. For service businesses looking for a practical, automated, and streamlined sales process, Keap offers a solid foundation.
Pricing Overview (2025)
Keap offers three primary plans, each with full feature access and varying limits based on contacts and users:
- Ignite Plan: Starting at $299 per month (billed monthly) for up to 1,500 contacts and 2 users. Includes core CRM, automation, email marketing, landing pages, and invoicing.
- Grow Plan: Starting at $399 per month (billed monthly) for up to 2,500 contacts and 3 users. Adds features like lead optimization, e-commerce tools, and advanced reporting.
- Scale Plan: Starting at $599 per month (billed monthly) for up to 5,000 contacts and 5 users. Includes all features from Grow, plus custom user access controls and affiliate management.
Additional users can be added for $29 per month each. Keap also requires a one-time onboarding fee, which includes expert coaching and setup assistance.
Final Thoughts
Keap stands out as a comprehensive solution for businesses aiming to centralize their CRM, marketing, sales, and payment functions. Its robust automation capabilities and integrated tools can significantly enhance productivity and client engagement. However, the platform’s pricing and learning curve suggest it is best suited for businesses ready to invest time and resources into leveraging its full potential. For those committed to growth and seeking an all-in-one platform, Keap offers a compelling suite of features to support business expansion.
