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SoftwareCRM & Marketing Automation
Keap
Small business CRM, sales & marketing automation.
Keap is the all-in-one CRM, sales, and marketing automation platform built specifically for small businesses. It eliminates the chaos of multiple tools by combining contact management, automated follow-ups, lead capture, and payment processing into a single, intuitive interface designed to help entrepreneurs save time and grow faster.
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Decision Intelligence
Fit, total cost, and vendor risk for Keap
Our Take
"The pioneer of all-in-one small business automation, offering a seamless blend of CRM, marketing, and e-commerce for businesses with 1 to 100 employees."
KeapCRM & Marketing Automation
Overview
Keap (formerly Infusionsoft) is a comprehensive sales and marketing platform that caters to small-to-midsize businesses. The software provides tools for organizing customer information, automating marketing campaigns, and managing the sales process from lead to close. With its 'Pro' and 'Max' tiers, Keap offers a modernized, user-friendly experience for growth-oriented businesses, while its 'Max Classic' (legacy Infusionsoft) provides deep customization and advanced automation for established enterprises with complex workflows. Recent additions include AI-powered tools for content generation and automation strategy, alongside a dedicated business phone line for SMS marketing.
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Ideal Customer Profile
Precision Targeting & Market Fit
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Challenges Solved
Pain Point Resolution Protocol
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Primary Use Cases
Operational Scenarios & ROI
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Internal Business Case
Partner Only Insights
Keap provides a comprehensive Internal Business Case for small-to-midsize businesses by consolidating essential growth tools into a single platform, replacing fragmented systems for CRM, email marketing, payments, and scheduling. Financial Impact: Users achieve measurable efficiency gains, specifically saving an average of 10 hours per week through automation, which allows teams to scale without proportional headcount increases. Furthermore, Keap helps stabilize and grow cash flow by automating lead nurturing and invoice follow-ups, directly addressing revenue leakage. Business Metrics: The platform enables tracking of critical KPIs including lead conversion rates, funnel drop-off, and customer lifetime value (CLV), empowering data-driven decision-making. Acquisition Strategy: Keap’s strategy focuses on empowering entrepreneurs through lifecycle automation—moving prospects from lead capture to customer conversion and finally to loyal, repeat advocates. By leveraging AI-powered content generation and pre-built automation templates, Keap reduces the complexity of managing sophisticated customer journeys, ensuring that small businesses can implement enterprise-level marketing strategies with minimal technical overhead.
Sensitive Strategy DatalockInternal Use Only
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Features
check_circleContact Management (CRM)
check_circleAutomated Follow-ups
check_circleEmail & Text Marketing
check_circleSales Pipeline Management
check_circleLanding Pages & Web Forms
check_circleAppointment Scheduling
check_circlePayments & Invoicing
check_circleLead Scoring
check_circleAI Content & Automation Assistants
check_circleAdvanced Reporting & Analytics
extensionEcosystem & Integrations
At a Glance
PricingUsage-based Subscription
DeploymentCloud (SaaS), Mobile (iOS/Android)
OnboardingApprox. 90 days with mandatory coaching
CategoryCRM & Marketing Automation
Compliance
GDPRUK GDPRHIPAA (with BAA)CCPACAN-SPAM
Company & Legal
Founded
2001
Legal Entity
Keap
Trust & Security
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Data Residency
United States
Resources & Support
apiAPI Documentation
Support & Training
24/7 Chat SupportPhone SupportEmail SupportCommunity ForumsKnowledge Center
Keap AcademyImplementation Coaching PackagesLive WebinarsCertified Partner NetworkOn-demand Courses
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Transparent tiering designed for scalability and value delivery.
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Geographic-Specific Rates: GL
Auto-adjusting rates based on regional purchasing power and local taxes.
Risk Free Trial Included
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Frequently Asked Questions
Technical & Operational Ground Truth
QWhat is Keap?
A
Keap (formerly Infusionsoft) is a comprehensive sales and marketing automation platform specifically designed for small-to-midsize businesses. It combines CRM, email and text marketing, pipeline management, payments, and appointments into one centralized system to help businesses organize leads, automate workflows, and close sales more efficiently.
QWhat are the key differences between the Keap Pro, Max, and Max Classic tiers?
A
Keap Pro is designed for growth-oriented businesses needing core automation and CRM functionality. Keap Max includes everything in Pro plus advanced features like lead scoring and advanced reporting. 'Max Classic' (formerly Infusionsoft) is the legacy tier, offering deep customization and advanced automation capabilities suitable for established enterprises with highly complex workflows.
QHow is Keap pricing structured?
A
Keap uses a contact-based pricing model, meaning your costs scale based on the number of contacts you manage. Generally, subscriptions are tiered by feature set (Pro, Max, or Max Classic), and many plans include an onboarding or implementation fee to ensure successful setup and data migration.
QWhat are the core features of the Keap platform?
A
Keap includes a robust suite of tools, including a central CRM for contact management, visual marketing and sales automation, email and text message marketing, a sales pipeline tracker, appointment scheduling, integrated payment processing, and comprehensive analytics/reporting.
QDoes Keap integrate with other business software?
A
Yes, Keap offers thousands of integrations with popular third-party applications, including email marketing tools, e-commerce platforms (like Shopify or WooCommerce), accounting software (like QuickBooks), and automation platforms like Zapier, allowing you to create a seamless tech stack.
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