Keap CRM: A Simple Guide for Small Businesses

Picture of By - Dealmiah

By - Dealmiah

February 3, 2025

Table of Contents

Keap is a tool that helps businesses manage customers and automate marketing. It saves time and helps businesses grow. It is also called a CRM (Customer Relationship Management) system.

This guide will explain Keap in simple words. We will look at its features, price, and if it is good for your business.

What is Keap CRM?

Keap is a CRM that helps businesses organize customer details. It also automates emails, messages, and sales tasks.

With Keap, businesses can:

  • Store customer details in one place.
  • Send emails and messages automatically.
  • Track sales and payments.
  • Set up reminders and tasks.
  • Create landing pages and forms.

Keap CRM: Pros and Cons

Pros:

  • Easy to Use: Keap has a simple and modern design.
  • Automations: It saves time by doing tasks automatically.
  • Built-in Payments: Businesses can accept payments inside the software.
  • Lead Management: It helps businesses find and manage new customers.
  • Email and SMS Marketing: It allows businesses to send marketing emails and messages easily.

Cons:

  • Expensive: Keap costs more than many other CRMs.
  • Price Increases with More Contacts: The price goes up as your contact list grows.
  • Some Features Need Extra Payment: Some integrations and add-ons cost extra.

How Keap CRM Works

Keap collects and stores customer details. Businesses can add notes, track messages, and see past interactions with each customer.

Step 1: Collect Customer Details

Keap collects details from:

  • Website forms
  • Landing pages
  • Social media

Step 2: Automate Tasks

Once a customer is in the system, Keap can:

  • Send welcome emails.
  • Follow up with reminders.
  • Organize customers into groups.

Step 3: Manage Sales

Businesses can track:

  • Customer inquiries
  • Follow-ups
  • Payments and invoices

Keap’s Main Features

1. CRM (Customer Management)

Keap keeps customer details in one place. Businesses can:

  • Search for contacts.
  • Send emails and messages.
  • Add notes and reminders.

2. Automations

Keap saves time by handling repetitive tasks. It can:

  • Send automatic follow-up emails.
  • Organize leads into groups.
  • Track customer actions, like email opens.

3. Email Marketing

Keap allows businesses to:

  • Send marketing emails.
  • Schedule email campaigns.
  • Personalize messages.
  • Test different emails to see what works best.

4. Sales and Payments

Keap has built-in payment options. Businesses can:

  • Send invoices.
  • Accept payments online.
  • Track paid and unpaid invoices.

5. Reporting

Keap provides reports on:

  • Email campaign performance.
  • Customer activity.
  • Sales and revenue.

Keap Pricing

Keap offers different pricing plans based on the number of contacts. The basic plan starts at $299 per month for 1,500 contacts. As the contact list grows, the price increases.

Here is a rough pricing breakdown:

  • 1,500 contacts – $299 per month
  • 2,500 contacts – $335 per month
  • 4,000 contacts – $383 per month
  • 6,500 contacts – $449 per month
  • 11,500 contacts – $539 per month

Setup Fees

Keap also has a one-time setup fee. The cost depends on the plan:

  • Ignite Plan – $1,500
  • Grow Plan – $2,500
  • Scale Plan – $3,500

The setup fee includes training, automation setup, and data migration.

Keap vs. Other CRMs

Keap is compared with other CRMs like HubSpot, Zoho, and Pipedrive. Here is how they differ:

Feature Keap HubSpot Zoho CRM Pipedrive
Price (per month) $299+ $14+ $14+ $12+
Automations
Built-in Payments
Email Marketing
Free Trial 14 days 14 days 15 days 14 days

Keap is more expensive but offers better automation and built-in payments.

Who Should Use Keap?

Keap is great for:

  • Small businesses that want automation.
  • Companies that need payment processing inside a CRM.
  • Businesses with marketing and sales teams.

It is not ideal for:

  • Startups with a small budget.
  • Businesses with fast-growing contact lists.

Conclusion

Keap is a powerful but costly CRM. It helps businesses automate tasks, manage customers, and track sales. If you have the budget, Keap can save time and improve customer management. Otherwise, cheaper CRM options may be a better fit.

 

Share Post:

Facebook
Twitter
LinkedIn
Pinterest
Telegram
Email

Leave a Comment

Related Post

Email marketing is key for online stores. It helps grow sales and builds customer

Managing money can be hard. It becomes more complex with global payments. Tipalti offers

Starting an online store is exciting. But choosing the right platform can be hard.