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— Keap CRM —

Keap CRM: Power Up Your Sales & Marketing with this CRM

Find out if Keap can be your business’s growth engine!

Keap CRM emerges as a powerful tool designed to empower businesses of all sizes. This comprehensive guide dives into the core functionalities of Keap CRM, exploring who can benefit from it, its pricing structure, and the features that set it apart.

Select below and find the best fit for your sales team’s SUCCESS.


About Keap CRM

Who Uses it



Pros & Cons



What is Keap CRM?

Keap CRM is like a do-it-all toolbox for small businesses and entrepreneurs. It helps you manage customer relationships, send targeted marketing messages, and close more deals. Here’s a breakdown of what it does:

  • Customer Focus: Keap helps you keep track of all your customer information and past interactions, so you can build stronger relationships.
  • Marketing on Autopilot:  Imagine emails that write themselves! Keap lets you automate repetitive marketing tasks, saving you tons of time.
  • Sales Made Easy: Keap helps you manage leads, track deals, and send follow-up emails, making the sales process smoother.

Who Uses Keap CRM?

Keap CRM caters to businesses seeking to automate repetitive tasks, personalize marketing efforts, and boost sales. Here’s a breakdown of how it empowers different users:

  • Small Businesses & Startups: Keap’s user-friendly interface and affordable pricing make it an accessible option for businesses getting off the ground.
  • Entrepreneurs & Solopreneurs: Keap simplifies contact management, automates marketing campaigns, and helps close more deals, making it ideal for one-person operations.
  • Sales Teams: Salespeople can leverage Keap to track leads, send personalized emails, and manage sales pipelines more effectively.
  • Marketing Teams: Marketing professionals can design targeted campaigns, nurture leads with automated sequences, and measure marketing ROI with Keap’s built-in analytics.



Here’s a simplified breakdown:

  • Free Trial: They offer a free trial to test out the platform before you commit. However, this trial has limitations on features and the number of contacts you can manage.
  • Paid Plans: Several paid plans exist with increasing features and capacities. These plans are typically based on the number of “contacts” (people you keep track of) you need to manage. The more contacts you have, the more expensive the plan you’ll need.

Key Features

Keap goes beyond basic contact management. It boasts a suite of features designed to transform customer interactions and automate repetitive tasks:

  • Contact Management: Create detailed profiles for your contacts, complete with contact information, notes, and communication history.
  • Sales Pipeline Management: Track leads through every stage of the sales funnel, visualize progress, and identify potential roadblocks.
  • Email Marketing: Design and send beautiful, targeted email campaigns to different customer segments based on their behavior and preferences.
  • Marketing Automation: Automate repetitive tasks like email sequences, lead nurturing campaigns, and appointment reminders.
  • Sales Automation: Automate sending follow-up emails, scheduling tasks, and managing sales pipelines.
  • Landing Page Builder: Create high-converting landing pages to capture leads and grow your email list.
  • Built-in Invoicing & Payments: Simplify the sales process by sending invoices and accepting payments directly through Keap.


    Implementation and Support


    Keap is easy to learn and use, even for beginners. Moving your information from other places (spreadsheets, old CRMs) is a snap. Plus, Keap works great with the business tools you already use, keeping everything in one spot so you avoid information being scattered around (data silos).


    Keap CRM’s customer service options might be a point to consider when making your decision. Here’s what you can likely expect:

    • Limited Phone Support:  While Keap doesn’t offer readily advertised live phone support, they might have limited phone hours or require specific conditions to access it.
    • Online Resources: Keap likely offers a comprehensive Help Center with articles, tutorials, and FAQs to troubleshoot common issues and answer basic questions.
    • Email Support:  This is likely the primary way to reach Keap for specific questions or to request assistance. They might have a ticketing system where you submit your inquiry and receive a response via email.
    • Online Community:  A possibility is that Keap has an online community forum where you can connect with other Keap users and ask questions or share tips.

    Recommendation: It’s best to check Keap’s website directly or contact their sales team to inquire about their specific customer support offerings. Here’s why customer support is important:

    • Getting Started:  Having access to helpful resources can make the onboarding process smoother, especially for those who are new to CRM systems.
    • Troubleshooting Issues:  Inevitably, you might encounter questions or problems as you use Keap. Having reliable support options can help you get back on track quickly.
    • Advanced Use: If you’re looking to leverage Keap’s advanced features, having access to support can ensure you’re using them to their full potential.

    Pros & Cons

    Keap CRM shines in its user-friendliness, affordability, and powerful marketing automation features. The intuitive interface and clear navigation make it easy for even non-technical users to get up and running quickly. Additionally, Keap offers a free trial, allowing businesses to test the platform before committing. However, the free trial has limitations on features and functionality. Upgrading to a paid plan becomes necessary for businesses seeking advanced features and higher contact limits. Customer service options might also be a consideration, as Keap primarily offers support through online resources and email ticketing.

    Alternatives to consider

    Several CRM solutions offer similar functionalities to Insightly. For those seeking a free, open-source option, consider SuiteCRM. If a CRM with a focus on sales automation is your priority, HubSpot CRM might be a viable alternative. Ultimately, the best choice depends on your specific needs, budget, and team size.

    Read later: Is HubSpot The Best CRM Software In The Market? 



    Keap CRM gets good marks for being easy to use, affordable, and having great marketing automation tools. Users love that it saves them time with automatic tasks, lets them send personalized messages, and helps them sell more. However, some users wished the free trial had more features and that they could get help over the phone instead of just email.

    Ericson Da Silva.

    Ericson has been Working on with CRM and Marketing Automation since 2013 with clients all over the US, UK, Switzerland, Norway, China and Spain. If you have any questions or you want someone to help you implement your CRM solution, you can book a FREE consultation here.