Keap is a customer relationship management and business automation platform engineered for small businesses seeking to streamline client operations. It unifies lead tracking, customer profiles, communication records, and administrative tasks into a centralized system, replacing fragmented spreadsheets and separate software applications. By maintaining contact details, form responses, call records, email exchanges, text messages, quotes, and payment histories under single client profiles, the software gives sales and service teams real-time access to operational data.
The platform provides business automation across marketing, sales pipelines, and customer management. Organizations capture prospective clients via landing pages and online web forms, then organize contacts using segment tags, list categorization, and automated lead scoring. Multi-channel marketing outreach encompasses email broadcasts, automated email series, and SMS text marketing. For sales execution, the software manages pipeline stages, appointment booking, digital quotes, automated billing, payment tracking, and customer review collection.
Automation workflows are built using a visual drag-and-drop campaign canvas. Users create custom multi-step sequences activated by specific prospect behaviors and logical rules. To accelerate build times, the platform offers pre-formatted campaign templates alongside artificial intelligence utilities that generate copy and assist with sequence setup. When contacts take actions like submitting forms, clicking email links, or visiting specific web pages, designated follow-up steps trigger automatically without requiring manual effort.
To aid business decisions, the software provides built-in reporting tools that track campaign outcomes, conversion ratios, sales rep performance, and pipeline progression. Users monitor contact movement across individual automation stages and track revenue back to specific marketing activities. Advanced analytics capabilities include dedicated reporting hubs, pinned report dashboards, and third-party visualization connectors that assist business owners in evaluating marketing funnels.
Following its acquisition by Thryv, Keap continues to expand its technology network by connecting with external applications through pre-built integrations and an open application programming interface. Built to accommodate business growth across diverse industries, the software supports independent service providers, professional consultancies, local businesses, and multi-location franchises. By automating repetitive administrative tasks, the software helps small teams increase response speeds, standardize client follow-up, and scale business operations.
Small business teams capture prospect details through built-in web forms and landing pages. Once submitted, contact information triggers automated follow-up communications containing personalized email messages and SMS text updates. Automated lead scoring evaluates prospect engagement by adding numerical points whenever leads open emails, select website links, or submit forms, allowing sales representatives to concentrate their daily outreach on high-priority leads.
Targeted Text Messaging and Outreach
Companies utilize text marketing features to communicate quickly with prospects and existing clients. Businesses launch broadcast text campaigns for limited-time promotions, event notifications, or company news. Triggered text messages deliver automated appointment reminders or invoice notifications. Contacts can respond directly to automated messages, enabling continuous two-way text conversations inside the desktop or mobile application.
Sales Invoicing and Payment Processing
Service providers handle financial workflows by generating digital quotes and issuing automated invoices within the platform. Keap tracks outstanding balances, monitors payment statuses, and sends automated reminder notices for unpaid or failed invoices. Linking invoice data directly to individual contact profiles enables business owners to connect revenue outcomes to specific marketing campaigns and pipeline activities.
Automated Online Appointment Booking
Businesses streamline calendar management by providing clients with online appointment booking links based on real-time availability. Clients pick suitable meeting times, which automatically populate the team calendar and update CRM records. The system subsequently dispatches automated email and text confirmation notices, followed by timed reminders prior to scheduled consultations to decrease missed appointments.
Automated Review and Referral Collection
Organizations execute automated post-purchase workflows to strengthen client relationships and build online reputation. After a product sale or service completion, the software dispatches automated email or text requests encouraging customers to submit reviews or refer new prospects. This automated follow-up process systematically gathers client feedback and generates new prospective leads without requiring manual staff effort.
Sales Pipeline Tracking and Deal Management
Sales teams use visual pipeline management tools to monitor prospective deals through customized deal stages. Notifications alert staff when prospects reach specific sales milestones, while automatic tasks assign follow-up actions to team members. Sales dashboards display conversion metrics, quotes sent, and deal movement, providing managers with visibility into pipeline health and rep performance.
Franchise Operational Standardization
Franchise networks implement the platform to standardize sales and marketing workflows across multiple franchisee branches. Franchisors distribute pre-configured campaign templates, lifecycle automation structures, and contact management protocols across individual locations. This allows local franchise owners to implement consistent client follow-up, capture leads, and maintain brand compliance while reducing administrative workload.
Alternatives to Keap
Other tools in Sales, listed A–Z. No vendor pays to appear here.
What is Keap and what core functions does it offer?
Keap is a customer relationship management and business automation platform engineered for growing small businesses. It combines contact list management with marketing automation, automated lead scoring, email broadcasting, text messaging, sales pipeline tracking, online calendar scheduling, and automated invoicing. By centralizing client communications and transactional history in one platform, it helps small teams eliminate repetitive administrative tasks and maintain consistent prospect follow-up across the entire customer lifecycle.
Does Keap offer a free trial to evaluate the software?
Yes, Keap provides a 14-day free trial that gives prospective users access to the platform's CRM and automation tools. No credit card is required to initiate the trial period. During the trial, business owners can navigate the interface, build sample marketing campaigns, and test features such as form capture, email broadcasts, and appointment booking inside the trial app before committing to a paid subscription plan.
How does text marketing work within the platform?
Text marketing in Keap encompasses automated text triggers, mass text broadcasts, and direct two-way SMS messaging. Automated text messages can deliver appointment reminders, payment notifications, or promotional updates. Built-in features include compliance oversight, customizable opt-in messaging, and performance reporting. Each plan includes monthly text credits, and contacts can reply to automated text messages directly into an in-app inbox monitored by staff on desktop or mobile devices.
Are text messaging features available to international users?
No, text marketing capabilities have geographic restrictions based on message type. Automated text messaging and broadcast campaigns utilizing the Keap Marketing Number are restricted strictly to U.S. recipients. Direct two-way SMS messaging through the Keap Business Line is supported solely for U.S. and Canadian phone numbers. Business owners operating outside these countries should verify regional availability when planning text outreach strategies.
What third-party integrations does Keap support?
Keap connects with over 5,000 third-party applications through logic-based Zapier integrations. It also provides an open application programming interface (API) for custom developer projects, backed by a free developer partner program. Specialized software solutions, such as Graphly for customized visual analytics reporting, as well as ecommerce and membership app connections, can be accessed and integrated through the online Keap Marketplace.
What reporting capabilities are included in Keap?
Keap includes built-in reporting for marketing campaign performance, sales pipeline metrics, email engagement, and automation conversions. Keap Pro delivers essential reporting tools for standard sales and marketing workflows. Higher-tier plans, such as Keap Max, incorporate advanced reporting libraries, ROI tracking, and a dedicated reporting hub where business owners can pin frequently accessed reports to monitor key performance indicators.
How does the lead scoring feature help prioritize sales leads?
Lead scoring evaluates prospect engagement automatically using customized rules set by the user. Numerical points are added to a lead record when a prospect takes specific actions, such as filling out a web form, opening an email, or clicking a link. Sales representatives review these scores to identify warm opportunities, prioritize follow-up calls, and concentrate sales efforts on prospects displaying high purchasing intent.
What support and learning resources are available to users?
Keap offers support via an online help center, customer support teams, and direct onboarding guidance from a matched Keap strategist who helps implement 3 initial automations. Educational materials include Thryv Academy, online courses, webinars, how-to guides, podcasts, events, and a 7-minute Customer Lifecycle Assessment. Users can also hire certified partners, developers, and marketers through the Keap Marketplace or post projects on an expert job board.
Can Keap be adapted for different industry sectors?
Yes, Keap is built to accommodate diverse industries, including accounting, coaching, consulting, financial advice, fitness, health, insurance, marketing agencies, nonprofits, photography, professional services, real estate, startups, and franchises. New customers work with a Keap strategist to design automations tailored to their operations. The platform offers customizable tags, drag-and-drop workflow builders, pre-built automation templates, and API flexibility to fit specialized industry processes.
How does Keap handle automated invoicing and customer payments?
Keap enables users to create digital quotes, send invoices, and process payments within the software. The system automates billing workflows by dispatching payment reminders for upcoming or overdue invoices and tracking failed payment transactions. Transaction histories and revenue data connect directly to contact records in the CRM, allowing business owners to monitor financial outcomes and evaluate marketing campaign return on investment.
Who uses Keap?
Keap is designed for growing small businesses, entrepreneurs, professional service providers, and multi-location franchises seeking to centralize customer data, eliminate repetitive administrative tasks, and automate sales and marketing workflows.
Accounting
Coaches
Consultants
Financial Advisors
Gyms & Fitness
Health & Wellness
Insurance
Marketing Agencies
Nonprofits
Photography
Professional Services
Real Estate
Startups
Franchises
Small Businesses
Keap pros and cons
Until real users review Keap, this tab shows what the vendor highlights and the points worth checking — never invented opinions.
What Keap highlights
Visual drag-and-drop workflow canvas with pre-built campaign templates
Multi-channel outreach combining email broadcasts, automated SMS, and direct two-way messaging
Centralized CRM database replacing fragmented spreadsheets and disparate tools
Native appointment scheduling, digital quotes, automated invoicing, and payment processing
Integration with over 5,000 software tools via Zapier and an open API
Marketplace ecosystem providing access to certified partners, developers, and job board bidding
Points to check before choosing
Automated text messaging and text broadcasts using Keap Marketing Number are restricted to the United States
One-to-one text messaging using Keap Business Line is supported only in the United States and Canada
Advanced reporting hubs and extensive report libraries are excluded from entry-level plans like Keap Pro
Keap Pro provides only a 3-month trial of text marketing before requiring an add-on or tier upgrade
Visual data visualization dashboards require a paid third-party integration like Graphly
Keap features
Contact Relationship Management
The CRM database centralizes client records, interaction histories, and notes in one location, replacing static spreadsheets. It records contact data from web forms, calls, emails, text messages, quotes, purchases, and appointments. Profiles update dynamically as contacts engage with marketing campaigns, ensuring team members possess context when delivering customer service or conducting sales calls.
Marketing Automation Builder
Users design automated marketing workflows using a visual drag-and-drop campaign canvas. Campaigns trigger automated actions based on contact behavior, such as submitting a form, clicking an email link, or visiting specific web pages. Pre-built automation templates help businesses construct sequences quickly to nurture leads, follow up on abandoned shopping carts, and re-engage inactive clients.
Lead Capture Forms and Landing Pages
The platform provides customizable web forms and landing pages to collect prospect information. When prospective clients submit details on web pages or forms, their contact records automatically populate the CRM database. This automated collection triggers immediate follow-up messaging, applies segment tags, and prevents sales inquiries from being lost or overlooked.
Automated Lead Scoring
Lead scoring evaluates prospect interest by assigning points based on predefined rules and contact interactions. Points accumulate when contacts open emails, click links, or complete forms, giving reps a clear indicator of lead heat. Sales teams use these scores to prioritize follow-up activities and concentrate on prospects ready to buy.
Email Marketing and Broadcasts
The software enables multi-channel email outreach through broadcast campaigns, automated sequences, and individual direct emails. Contacts are segmented using tags based on behavior, preferences, or lifecycle stage. The platform monitors engagement metrics such as open rates and link clicks within automations, allowing businesses to adjust strategies and refine client communications.
Text Marketing and Mass Messaging
Text marketing capabilities include automated SMS triggers, broadcast text messaging, and direct two-way messaging. Businesses send text notifications for limited-time offers, event updates, and appointment reminders. Features include opt-in messaging management, compliance oversight, and an in-app inbox where staff can receive and continue replies to automated text messages.
Sales Pipelines and Automation
Sales management utilities automate deal progression across visual pipeline stages. The platform notifies team members when prospects move between stages, schedules follow-up tasks, and dispatches automated client emails. By automating routine sales activities, teams track active opportunities, monitor sent quotes, and accelerate contract execution.
Appointment Scheduling Tool
An integrated online booking tool allows clients to schedule appointments according to real-time calendar availability. Scheduled meetings sync directly to the CRM contact record, triggering automated email and text confirmation messages. Advance reminder notifications are dispatched automatically prior to meetings to improve attendance rates and eliminate manual scheduling back-and-forth.
Invoicing and Automated Billing
Keap enables users to create digital quotes, issue invoices, and process customer payments directly within the software. The system automates billing administration by sending reminder notifications for upcoming or past-due balances and tracking failed payment attempts. Financial records integrate with contact histories to support sales forecasting and revenue tracking.
Reporting and Analytics Hub
Native reporting tools track marketing campaign performance, sales pipeline metrics, email engagement, and automation conversion rates. Higher-tier plans include an advanced reporting hub where users can pin preferred reports and evaluate advanced metrics like return on investment. Third-party integrations like Graphly can be connected to produce customized visual analytics.
Keap AI and Content Assistance
Integrated artificial intelligence capabilities assist users in writing marketing copy, generating email text, and designing campaign elements. Accompanied by tools such as the Subject Line Generator and pre-formatted email templates, Keap AI helps small business teams overcome writer's block, craft promotional copy, and accelerate campaign creation.
Dedicated Business Phone Numbers
Keap supplies dedicated phone numbers for text and voice outreach, including the Keap Business Line for two-way texting and dedicated marketing numbers for text broadcasts. Staff manage communications using desktop or mobile apps, configure customizable away messages, and set snooze parameters while keeping personal phone numbers separate.
Keap pricing
We don't publish prices: they change often and differ by country. Check current plans on Keap's own pricing page.
Keap structures pricing through subscription packages across different tiers, including Keap Pro and Keap Max plans. Features vary across plans, with advanced reporting hubs, extensive report libraries, and full text broadcasting available in specific tiers. Plans include monthly text marketing credit allowances, with additional content messages billed per text after monthly credits are used. A 14-day free trial is available without requiring credit card information.
Keap integrates with external business software through direct connections, marketplace apps, and third-party tools. Users can connect the software to more than 5,000 applications using Zapier for logic-based workflow automation. An open application programming interface (API) supported by a free developer partner program enables custom integrations. Specialized add-ons like Graphly provide visual reporting dashboards, while the Keap Marketplace offers partner-built applications.
Zapier
Graphly
Keap support
Keap provides customer support channels and educational resources for setup, training, and strategic growth. Help channels include a help center, direct customer support, and direct assistance from a matched Keap strategist during initial onboarding to set up 3 automations. Learning materials include Thryv Academy, online courses, webinars, how-to guides, product updates, podcasts, small business events, and a 7-minute Customer Lifecycle Assessment. Users can hire certified partners, developers, and copywriters through the Keap Marketplace or post projects on a job board. Onboarding programs, including a 90-day guidance framework, assist new accounts.
Help center
Customer support
Thryv Academy
Partner portal
Online community
Webinars
Courses
Podcasts
Events
Marketplace job board
Keap reviews
We don't show a rating for Keap until at least 10 real users have reviewed it — so far, 0 of 10. Reviews are read and approved by hand; none are identity-verified, but none are bought or invented either.
How this page was made
Prepared by our automated operator · Awaiting review by the publisher (not shown to search engines until approved)
This page was written with AI from 8 pages of keap.com's own website (read on Sep 16, 2026) and checked automatically: no copied wording, no prices, and no figure that isn't on the vendor's site. Nobody on our team has tested Keap.
