Top Keap features

Keap is a powerful CRM and marketing automation tool designed to help small businesses stay organized, nurture leads, and drive sales. It’s packed with automation features that simplify everything from email marketing to payment collection.

With a premium price tag, Keap isn’t the cheapest option, but it offers a level of automation and ease of use that many competitors can’t match. If you’re weighing its value, understanding its key features can help. And if you’re comparing multiple CRMs, Dimmo makes software evaluation easier with AI-driven insights.

Keap, formerly Infusionsoft, is a customer relationship management (CRM) and marketing automation platform designed for small businesses. It helps businesses manage contacts, automate tasks, and streamline sales and marketing efforts.

More than just a CRM, Keap offers powerful automation tools that handle everything from lead tracking to customer follow-ups, reducing manual work and improving efficiency.

Key Features

• Contact Management – Organizes customer data, interactions, and history in one place.
• Marketing Automation – Automates emails, follow-ups, and lead nurturing to save time.
• Sales Pipeline Management – Tracks leads, automates quotes, and manages sales processes.
• Appointment Scheduling – Integrates with calendars to simplify booking and reminders.
• Invoicing and Payments – Generates invoices and accepts payments directly within the platform.

Keap is built for service-based businesses that want to simplify operations and focus on growth. While it offers advanced features, its pricing is on the higher end, making it a better fit for businesses that need robust automation and CRM tools in one package.

Keap offers a 14-day free trial and three pricing tiers based on contacts, users, and features.

• Ignite – $249/month (annual) or $299/month (monthly) for 1,500 contacts and 2 users. Extra users: $29 each. Includes email marketing, lead capture, landing pages, and invoicing.
• Grow – $329/month (annual) or $399/month (monthly) for 2,500 contacts and 3 users. Adds lead optimization, e-commerce tools, and advanced reporting.
• Scale – $499/month (annual) or $599/month (monthly) for 2,500 contacts and 2 users. Includes all Grow features plus advanced marketing automation, user access controls, and in-depth analytics.

Keap is a premium-priced CRM. If you're comparing options, Dimmo can help with AI-driven software insights.

Keap simplifies sales and marketing by capturing leads, organizing them, and automating follow-ups to help businesses turn prospects into customers. It acts as a central hub for managing customer interactions, reducing manual tasks, and keeping everything in one place.

• Captures leads through web forms, landing pages, and contact forms that can be embedded on a website
• Automatically imports new leads into the system, storing contact details for easy access
• Tags and segments contacts based on behavior, such as filling out a form or clicking an email

• Sends personalized emails, texts, or reminders based on customer actions
• Triggers automated responses after a lead engages, such as opening an email or booking an appointment
• Allows businesses to schedule follow-ups for a specific time frame, ensuring no lead goes unnoticed

• Reduces manual tasks by automating repetitive processes like email sequences and appointment reminders
• Frees up time for sales and marketing teams to focus on relationship-building
• Provides a structured pipeline to guide leads from initial contact to final sale

By handling routine tasks and keeping contacts well-organized, Keap helps businesses stay efficient while nurturing leads and driving sales.

Keap is packed with tools designed to help small businesses automate sales, marketing, and customer management. From appointment scheduling to advanced reporting, its features are built to save time and improve efficiency. Here’s a closer look at what Keap offers.

Keap includes a built-in appointment scheduler that syncs with Google and Outlook calendars, making it easy to manage availability and bookings. Businesses can set up customized meeting types, send automatic reminders, and integrate scheduling with their CRM. Whether booking client calls, consultations, or service appointments, this tool ensures seamless coordination. Plus, automated follow-ups help reduce no-shows and keep leads engaged.

Keap helps businesses move leads through the sales funnel with automated nurturing campaigns. Users can tag and score leads, triggering customized follow-ups based on interactions. Drip email sequences can be set up to send targeted messages, and detailed tracking allows businesses to monitor open rates, clicks, and engagement levels. With these tools, businesses can stay connected with potential customers without manual effort.

Keap automates repetitive sales and marketing tasks, freeing up time for businesses to focus on growth. With customizable workflows, users can:

• Capture leads through forms or social media and instantly send follow-up emails or texts.
• Personalize sales processes with automation triggers that adjust based on customer actions.
• Create repeatable nurture sequences, ensuring prospects receive the right messages at the right time.

Keap provides real-time insights into sales and marketing performance. Users can access detailed reports on:

• Sales forecasts and revenue trends.
• Campaign engagement, including email open and click-through rates.
• Lead conversion metrics to identify the most effective strategies.

A customizable dashboard lets users pin frequently used reports for quick access, ensuring data-driven decision-making.

Keap’s email marketing suite allows businesses to design and send professional emails with ease. Users can:

• Build custom email templates and personalize messages.
• Automate follow-ups based on customer behavior.
• Track delivery, open rates, and click-through data for performance analysis.

By combining automation with targeted messaging, Keap helps businesses maintain customer relationships and boost conversions.

Keap enables businesses to create mobile-optimized landing pages and forms that capture leads efficiently. Users can:

• Customize forms to match branding.
• Embed forms on websites or share them via email and social media.
• Automatically segment leads and trigger personalized responses based on submissions.

These tools make it easy to attract and convert potential customers without relying on external software.

Keap’s CRM centralizes customer data, keeping contact details, interactions, and purchase history in one place. Businesses can:

• Track client conversations and manage follow-ups.
• Set automated reminders for outreach.
• Segment contacts for more personalized marketing efforts.

This feature ensures businesses stay organized and never miss an opportunity to engage with customers.

Keap simplifies billing by allowing businesses to create and send invoices directly within the platform. Users can:

• Set up one-time or recurring invoices for clients.
• Accept payments via credit cards, PayPal, and other integrations.
• Automate payment reminders to reduce overdue invoices.

This feature streamlines financial processes, making it easier for businesses to manage cash flow.

With Keap’s mobile app, users can access their CRM, manage leads, and send emails on the go. The platform also integrates with popular tools like QuickBooks, Zapier, and Shopify, ensuring a seamless workflow across business operations.

Keap is a feature-rich CRM and automation platform, but its high cost may not fit every budget. If you’re comparing software options, Dimmo can help by providing AI-powered insights to evaluate the best tools for your needs.

Running a small business comes with its share of challenges, from managing leads to keeping up with customer communication. Keap is designed to streamline operations, automate repetitive tasks, and improve organization, helping businesses stay on top of their sales and marketing efforts. Here’s how Keap tackles common business pain points.

Small business owners often spend hours on administrative work, from sending follow-up emails to scheduling appointments. Keap automates these repetitive tasks, allowing businesses to:

• Set up automated email and text follow-ups based on customer actions
• Use appointment scheduling tools to eliminate back-and-forth communication
• Create automated workflows that handle lead nurturing, invoicing, and reminders

By reducing manual effort, businesses can focus more on growth and customer relationships.

Without a proper system, managing customer information can become chaotic. Keap’s CRM centralizes all contact details, making it easy to:

• Track interactions, purchase history, and communication logs in one place
• Segment contacts into groups for personalized marketing
• Set automated reminders for follow-ups to prevent missed opportunities

Many businesses lose potential customers simply because they don’t follow up in time. Keap helps prevent lost leads by:

• Triggering automated emails or texts when a new lead comes in
• Scoring and tagging leads to prioritize outreach
• Tracking engagement metrics to identify when a lead is ready to buy

Managing sales and marketing without automation can slow down business growth. Keap streamlines these processes by:

• Automating sales workflows, ensuring every lead moves through the funnel efficiently
• Providing email marketing tools for drip campaigns and promotions
• Offering detailed reporting to measure performance and adjust strategies

Late payments and invoicing errors can hurt cash flow. Keap’s built-in invoicing system helps businesses:

• Send professional invoices directly from the platform
• Automate payment reminders to reduce overdue bills
• Accept multiple payment methods for customer convenience

Keap is designed to help businesses save time, stay organized, and drive revenue by addressing these common pain points. While it’s a powerful tool, its pricing may not suit every budget, so it’s essential to evaluate whether it aligns with your business needs.

Keap is more than just a CRM—it’s an all-in-one solution for managing customer relationships, automating tasks, and improving sales and marketing efforts. Whether you're a small business owner or running a growing company, Keap helps simplify daily operations and maximize efficiency.

Many businesses juggle multiple tools for contact management, email marketing, and invoicing. Keap brings everything into one platform, allowing you to:

• Store and manage all customer information in a centralized system

• Automate follow-ups, appointment scheduling, and lead nurturing

• Track sales progress and marketing performance in real time

Repetitive tasks can slow down productivity. Keap helps automate these processes so businesses can focus on what matters most. With its automation tools, you can:

• Set up email sequences that engage leads without manual effort

• Trigger personalized responses based on customer actions

• Automate payment reminders and invoicing to streamline cash flow

Keap makes it easy to capture, track, and convert leads by offering:

• Lead scoring and tagging to prioritize high-value prospects

• Integration with landing pages and social media for seamless lead capture

• Automated reminders to follow up at the right time

Every business has unique processes, and Keap allows for tailored automation that fits specific needs. With its advanced workflow builder, businesses can:

• Create personalized sales pipelines to move leads through the funnel efficiently

• Automate marketing campaigns based on customer behavior

• Send targeted messages to different segments for better engagement

Managing payments doesn’t have to be complicated. Keap simplifies billing by:

• Sending professional invoices directly from the platform

• Accepting payments through multiple methods, including credit cards

• Automating follow-ups for overdue invoices

Keap is designed to help businesses work smarter, not harder. With its powerful automation, CRM, and marketing tools, it provides everything needed to stay organized, save time, and grow.

Keap comes with a variety of strengths, but it also has some downsides. Here’s a closer look at what it does well and where it falls short.

Pros

• Combines CRM, sales automation, and marketing tools in a single platform

• Automates follow-ups, lead nurturing, and email campaigns to streamline operations

• Customizable sales pipelines and workflows for better customer management

• Built-in scheduling that syncs with Google and Outlook calendars for easy appointment booking

• Integrated invoicing and payment processing for smoother transactions

• Simple, user-friendly interface with easy navigation

• Strong customer support, including 24/7 chat assistance and a dedicated success manager

• Provides onboarding help and data migration support to ease the transition

• Unique CRM features designed specifically for franchises

Cons

• No permanently free CRM plan, only a limited free trial

• Pricing is on the higher side compared to other CRM providers

• Some users feel the interface looks outdated and could use a refresh

• Extra fees for additional users, making it expensive for larger teams

1. Does Keap integrate with other business tools?

Yes, Keap connects with various third-party apps, including QuickBooks, Zapier, Shopify, and Gmail. These integrations help businesses streamline workflows and centralize data.

2. Can Keap be used for e-commerce businesses?

Keap includes e-commerce tools such as invoicing, payment processing, and checkout forms. However, it is primarily designed for service-based businesses rather than large online stores.

3. Is there a mobile app for Keap?

Yes, Keap has a mobile app that allows users to manage contacts, send invoices, and track communications on the go. It syncs with the desktop version for seamless access.

4. Does Keap offer role-based access for teams?

Keap provides user access controls, allowing businesses to assign permissions based on roles. This feature helps protect sensitive data while keeping teams organized.

5. What type of customer support does Keap provide?

Keap offers 24/7 chat support, phone support during business hours, and access to a dedicated customer success manager for higher-tier plans. There are also online resources, including tutorials and community forums.

Keap is a powerful CRM and automation tool designed to help small businesses streamline operations, nurture leads, and manage sales more efficiently. With features like automated follow-ups, appointment scheduling, and detailed reporting, it simplifies many time-consuming tasks. While its pricing may be higher than some competitors, its robust automation and support options make it a valuable investment for businesses looking to scale.

Before committing, consider the features that align with your needs and take advantage of the free trial to see if Keap is the right fit for your business.