Keap: All You Need to Know (Read Now)

What is Keap and What it Does 

Keap (formerly known as Infusionsoft) is an all-in-one CRM (Customer Relationship Management) and marketing automation platform designed to help small businesses organize their contacts, automate marketing campaigns, and streamline their sales processes.

It provides powerful tools for email marketing, lead management, appointment scheduling, sales tracking, invoicing, and payment processing—all within a single, user-friendly platform.

Keap allows businesses to automate repetitive tasks, such as sending follow-up emails, managing contact lists, and tracking leads through the sales funnel. Its core features include:

1. CRM and Contact Management: Keap helps businesses keep track of customer interactions, managing all contacts in one place. Users can track emails, calls, payments, and other interactions automatically, ensuring that no lead or client falls through the cracks.
   
   
2. Marketing Automation: With Keap’s robust marketing automation capabilities, businesses can create and execute personalized marketing campaigns, automate follow-ups, and nurture leads. This includes sending emails and text messages based on customer behavior and preferences.
   
   
3. Sales Pipeline Management: Keap offers a clear, visual sales pipeline that helps users manage and track leads, opportunities, and deals as they move through the sales process. This tool helps teams stay organized and ensures that potential customers are moving toward conversion.
   
   
4. Email Marketing: Keap includes an intuitive drag-and-drop email builder and pre-designed templates, making it easy to create professional emails that resonate with your audience. Advanced segmentation options also help users target specific customer groups.
   
   
5. Appointment Scheduling: Keap integrates an appointment booking system that allows clients to schedule meetings and consultations directly. It automatically syncs with calendars, sends reminders, and helps businesses manage bookings more efficiently.
   
   
6. Payments and Invoicing: Keap simplifies billing by offering built-in payment processing tools. Users can create invoices, track payments, and send payment reminders, making it easier to manage finances and reduce time spent on administrative tasks.
   
   
7. Landing Pages and Forms: Keap includes landing page and form builders to capture leads directly from your website or social media. These tools integrate seamlessly with the CRM to ensure that new contacts are automatically added to marketing campaigns.
   
   
8. Analytics and Reporting: Keap provides detailed insights into your marketing and sales efforts with comprehensive reporting. You can track email open rates, customer engagement, sales performance, and more, helping you optimize your strategies over time.

Overall, Keap is a feature-rich platform that consolidates many of the tools small businesses need to manage their operations, making it easier to scale and grow without juggling multiple software programs.

Who Keap Is Best For

Keap is tailored for small businesses, entrepreneurs, and service-based professionals who need an integrated platform to manage client relationships, marketing campaigns, and sales efforts. The tool is specifically beneficial for:

1. Small Business Owners: Keap is perfect for small business owners who want to automate repetitive tasks, organize customer information, and improve their marketing and sales efforts without the need for complex, high-cost software. It helps them save time and focus on growth.
   
   
2. Service-Based Businesses: Keap is well-suited for service-based industries like coaches, consultants, fitness trainers, real estate agents, and healthcare providers. Its appointment scheduling, payment processing, and CRM features make it easy to manage client relationships and book services.
   
   
3. Entrepreneurs and Startups: For entrepreneurs and startups looking to scale, Keap provides the tools they need to automate lead nurturing, track sales, and manage customer interactions from one place, helping them run a lean, efficient operation.
   
   
4. E-Commerce Businesses: E-commerce businesses benefit from Keap’s email marketing, CRM, and automation tools. By automating follow-up emails and managing customer data, they can increase conversions and retention rates.
   
   
5. Freelancers: Freelancers who manage multiple clients can use Keap to organize their contacts, track projects, manage payments, and send invoices. This helps them run a professional business and keep track of deadlines and client communication.
   
   
6. Coaches and Consultants: Coaches and consultants can use Keap to build long-term relationships with their clients. The platform helps them automate follow-ups, schedule consultations, send invoices, and track client progress.

Keap offers different pricing tiers and flexibility to cater to businesses at various stages, making it a great choice for anyone looking to streamline their marketing, sales, and client management processes in one platform.

What Keap Is Best For

Keap is known to excel in several areas that help small businesses grow and operate efficiently:

1. Marketing Automation and Email Campaigns
   One of Keap’s standout features is its marketing automation capabilities. Businesses can create detailed automation workflows that nurture leads through the sales funnel, trigger personalized emails based on customer actions, and follow up with clients at the right time. Keap helps businesses build deep relationships with their customers through tailored communication.
   
   
2. Sales Pipeline Management
   Keap excels at managing sales pipelines, allowing businesses to track leads from the moment they enter the system to when they close a deal. With a clear view of the pipeline, businesses can forecast sales, set reminders for follow-ups, and ensure they’re nurturing leads effectively.
   
   
3. CRM and Customer Interaction Tracking
   Keap’s CRM system is robust yet easy to use, making it ideal for tracking customer interactions across multiple channels—whether through email, phone, or text. This helps businesses build stronger relationships with clients by having all their communication history in one place.
   
   
4. Appointment Scheduling and Client Management
   The platform’s appointment scheduling tool helps service-based businesses simplify their booking process. It integrates directly with the CRM, so users can schedule appointments, sync calendars, and manage reminders with ease. This feature is particularly helpful for businesses that rely on client consultations or meetings.
   
   
5. Payments and Invoicing
   Keap’s integrated payments and invoicing feature simplifies billing for small businesses. Users can send professional invoices, accept payments online, and automate reminders for overdue invoices, reducing the time spent chasing down payments.
   
   
6. Lead Capture and Nurturing
   Keap provides businesses with powerful lead capture tools, including customizable forms and landing pages. These leads are then automatically added to segmented lists for nurturing campaigns, ensuring that businesses can engage potential customers with relevant content and offers.

Is Keap Hard to Learn and Use?

Keap is designed with simplicity in mind, making it accessible for small business owners and teams who may not have extensive technical experience. Here’s why Keap is easy to learn and use:

1. User-Friendly Interface: Keap’s dashboard is clean and easy to navigate. Users can quickly access their contacts, campaigns, sales pipelines, and analytics without needing to sift through complicated menus. It’s designed for simplicity, so businesses can start using the core features immediately.
   
   
2. Drag-and-Drop Features: Many of Keap’s tools, including the email builder and automation workflows, use drag-and-drop functionality, which simplifies the process of creating marketing campaigns and automations without the need for coding or technical expertise.
   
   
3. Guided Onboarding: Keap provides users with guided onboarding and detailed setup instructions. For new users, Keap offers step-by-step assistance to help them get the platform up and running quickly. This includes tutorials, help documentation, and personalized onboarding support.
   
   
4. Keap Academy and Support: Keap offers extensive resources through the Keap Academy, which includes webinars, courses, and tutorials that teach users how to maximize the platform’s features. Additionally, Keap offers customer support via phone, email, and live chat, ensuring that users can get help when they need it.
   
   
5. Automated Workflows: Keap simplifies complex tasks through automated workflows, allowing users to create campaigns, reminders, and follow-ups that run on autopilot. This reduces the amount of manual work required for daily operations.

Overall, feedback from users suggests that Keap is straightforward to use, especially for those with basic CRM and email marketing experience. However, the learning curve for Keap may depend on the user’s familiarity with marketing automation software.

How People Make Money Using Keap

There are several ways businesses can generate income and scale their operations using Keap’s powerful marketing and CRM tools:

1. Automating Lead Nurturing for Sales
   By setting up automated lead nurturing campaigns, businesses can engage potential customers through targeted emails and texts. Keap helps users move leads through the sales funnel more effectively, turning cold prospects into warm leads and, ultimately, customers.
   
   
2. Improving Conversion Rates with Personalized Marketing
   Keap allows businesses to send personalized marketing campaigns based on customer behavior, preferences, and past interactions. This personalized approach increases engagement and boosts conversion rates, helping businesses make more sales without extra manual effort.
   
   
3. Upselling and Cross-Selling to Existing Customers
   Keap helps users create upsell and cross-sell campaigns to increase revenue from existing customers. Through automated follow-ups and targeted messaging, businesses can offer complementary products or services to customers who’ve already made a purchase.
   
   
4. Offering Consulting or Coaching Services
   Many coaches, consultants, and service providers use Keap to manage their client relationships, schedule consultations, and track progress. By automating client follow-ups and scheduling, these professionals can focus more on delivering value to their clients while spending less time on administrative tasks.
   
   
5. Selling Digital Products
   Entrepreneurs and small business owners can use Keap to market and sell digital products such as eBooks, courses, templates, and more. By creating automated sales funnels, users can drive traffic to their offers and nurture leads until they’re ready to make a purchase.
   
   
6. Automating Invoices and Payment Reminders
   Keap’s built-in invoicing and payment processing feature makes it easier for businesses to collect payments. Users can send professional invoices, automate payment reminders, and manage their cash flow more efficiently, reducing the time it takes to get paid.

What You Can Sell Using Keap

Keap is versatile and supports a wide range of businesses, making it easy to sell various products and services. Here’s what businesses can sell using Keap:

1. Services
   Keap is ideal for service-based businesses, allowing users to sell services such as consultations, coaching, healthcare services, and real estate services. The platform helps businesses automate appointment scheduling, follow-ups, and payments for these services.
   
   
2. Digital Products
   Entrepreneurs can use Keap to market and sell digital products like online courses, eBooks, software, and digital downloads. Keap’s email automation and sales funnels make it easy to generate sales for digital products.
   
   
3. Subscriptions and Memberships
   For businesses that offer subscription-based services or memberships, Keap can handle the recurring billing and customer management processes. This is particularly useful for creators selling access to exclusive content or recurring services.
   
   
4. Events and Webinars
   Businesses can promote and sell tickets to events, seminars, and webinars through Keap. The platform allows users to manage registration, send event reminders, and follow up with attendees afterward.
   
   
5. Physical Products
   While Keap is more commonly used for service-based and digital businesses, it can also be used to sell physical products. The CRM and automation tools help users manage customer relationships and follow up on product purchases.

Who Uses Keap?

Here are 10 notable people and companies that use Keap and how it likely benefits them:

1. Michael Hyatt
   As a leadership mentor and author, Michael Hyatt uses Keap to automate email campaigns, nurture leads for his coaching programs, and manage client interactions for his leadership development courses.
   
   
2. Amy Porterfield
   A prominent online marketing expert, Amy Porterfield likely uses Keap’s CRM and email marketing tools to manage her large audience, automate sales for her online courses, and nurture leads for her digital product launches.
   
   
3. Tony Robbins
   World-renowned motivational speaker and coach Tony Robbins uses tools like Keap to streamline the process of managing his extensive coaching programs and seminar bookings, while keeping his client communications personalized.
   
   
4. Jeff Walker
   Creator of the Product Launch Formula, Jeff Walker may use Keap to manage his email lists, send targeted marketing campaigns, and automate the follow-up process for course buyers and coaching clients.
   
   
5. Chalene Johnson
   Fitness entrepreneur and marketing expert Chalene Johnson likely uses Keap’s appointment scheduling and CRM tools to manage client consultations, coaching sessions, and marketing efforts for her online programs.
   
   
6. Pat Flynn
   Founder of Smart Passive Income, Pat Flynn uses CRM tools like Keap to automate his email marketing, nurture leads for his online courses, and manage his membership site.
   
   
7. Marie Forleo
   Business coach and founder of B-School, Marie Forleo uses Keap to manage leads and clients for her online courses and automated business coaching programs.
   
   
8. Donald Miller (StoryBrand)
   Donald Miller, the founder of StoryBrand, uses Keap to manage leads and automate email marketing campaigns for his workshops, courses, and books.
   
   
9. Ryan Levesque
   Founder of the Ask Method, Ryan Levesque uses Keap to manage marketing automation, email campaigns, and follow-ups for his coaching and consulting business.
   
   
10. ClickBank Vendors
    Many ClickBank vendors who sell digital products and services use Keap’s marketing automation tools to create personalized email campaigns, manage affiliates, and sell products to a global audience.

Keap Pricing: How Much Keap Costs

Keap offers several pricing tiers to accommodate different business needs. Here’s a breakdown of the pricing options at the time of writing of this article:

1. Keap Lite
   • Price: $79/month
   • Features: Best for solopreneurs or small businesses just starting out. It includes contact management, email marketing, appointment scheduling, and limited automation.
     
     
2. Keap Pro
   • Price: $169/month
   • Features: Designed for growing businesses, Keap Pro includes more advanced marketing automation, customizable pipelines, A/B testing, and reporting features.
     
     
3. Keap Max
   • Price: $249/month
   • Features: Offers everything in Keap Pro, plus advanced features like sales funnels, lead scoring, eCommerce tools, and sophisticated automation workflows.
     
     
4. Keap Max Classic (formerly Infusionsoft)
   • Price: Custom pricing based on business needs
   • Features: This is Keap’s most advanced option, offering complex automation, CRM features, marketing campaigns, and integrations suitable for larger businesses.

Keap also offers a 14-day free trial for businesses to explore the platform before committing to a plan.

Keap Alternatives: Similar Tools Available

While Keap is an excellent CRM and marketing automation platform, here are three alternatives that offer similar functionalities:

1. HubSpot
   • Comparison: HubSpot offers a more comprehensive CRM and marketing suite for businesses of all sizes. It includes free and paid tiers, with a broader focus on inbound marketing and sales automation. However, it can be more expensive at higher levels than Keap.
     
     
2. ActiveCampaign
   • Comparison: ActiveCampaign is known for its strong marketing automation and CRM capabilities. It offers email marketing, automation, and lead management similar to Keap but focuses more on marketing automation rather than appointment scheduling or payments.
     
     
3. Zoho CRM
   • Comparison: Zoho CRM is another versatile platform that combines CRM with sales automation and marketing tools. It offers more customization options, but its interface can be more complex for beginners compared to Keap.

Frequently Asked Questions About Keap

1. What is Keap?
   Keap is an all-in-one CRM and marketing automation platform designed to help small businesses manage leads, sales, marketing, and client communications.
   
   
2. Does Keap offer a free trial?
   Yes, Keap offers a 14-day free trial for new users to explore the platform before committing to a paid plan.
   
   
3. Can I automate marketing with Keap?
   Yes, Keap provides robust marketing automation tools that allow you to create workflows for sending personalized emails, follow-ups, and texts.
   
   
4. How much does Keap cost?
   Keap’s pricing starts at $79/month for the Lite plan and goes up to $249/month for the Max plan.
   
   
5. Is Keap good for small businesses?
   Yes, Keap is designed specifically for small businesses, offering features that help streamline operations, manage contacts, and automate marketing.
   
   
6. Can I use Keap to manage payments?
   Yes, Keap includes payment processing tools that allow businesses to send invoices, collect payments, and automate reminders.
   
   
7. Is Keap easy to use?
   Keap is known for its user-friendly interface, drag-and-drop tools, and guided onboarding, making it accessible to users with limited technical experience.
   
   
8. Does Keap integrate with other tools?
   Yes, Keap integrates with various third-party tools, including QuickBooks, Zapier, and Google Calendar.
   
   
9. Does Keap offer email marketing?
   Yes, Keap offers an intuitive email builder and automation features to create personalized email campaigns and newsletters.
   
   
10. What industries can use Keap?
    Keap is ideal for service-based businesses, e-commerce stores, coaches, consultants, and entrepreneurs.
    
    
11. Does Keap support mobile access?
    Yes, Keap offers a mobile app that allows users to manage contacts, appointments, and sales pipelines on the go.
    
    
12. Is Keap better than HubSpot?
    Keap and HubSpot are both strong platforms, but Keap is typically more affordable and focused on small businesses, while HubSpot offers more enterprise-level features at a higher cost.
    
    
13. What is the difference between Keap and Infusionsoft?
    Keap and Infusionsoft are the same company. Infusionsoft was the original name, and Keap is the rebranded, streamlined version with new features and a more user-friendly interface.
    
    
14. Can I manage leads with Keap?
    Yes, Keap’s CRM allows businesses to track and manage leads, automate follow-ups, and move prospects through the sales pipeline.
    
    
15. Is Keap secure?
    Yes, Keap uses encryption and other security measures to ensure your data is protected.
    
    
16. What payment processors does Keap integrate with?
    Keap integrates with popular payment processors like Stripe, PayPal, and WePay.
    
    
17. Can I build landing pages with Keap?
    Yes, Keap includes tools for creating landing pages and lead capture forms.
    
    
18. Does Keap offer customer support?
    Yes, Keap provides customer support via phone, email, and live chat.
    
    
19. What is Keap Max Classic?
    Keap Max Classic (formerly Infusionsoft) is the most advanced version of the platform, offering more robust marketing automation, CRM tools, and eCommerce features.
    
    
20. Does Keap have a mobile app?
    Yes, Keap offers a mobile app that allows users to manage client communications, appointments, and sales on the go.

Why Keap is a Valuable Tool for Your Business

Keap is a powerful all-in-one CRM and marketing automation platform designed to simplify and automate small business operations.

With its user-friendly interface, robust email marketing tools, advanced sales pipeline management, and built-in payment processing features, Keap helps businesses save time, improve customer relationships, and increase revenue.

Whether you're a service provider, entrepreneur, or e-commerce business owner, Keap offers everything you need to manage and grow your business in one place.

If you're ready to take your business to the next level with automation and organization, visit Keap’s official site today to start your free trial!