Keap – Sales on Autopilot

Expert Verified by Leandro Langeani, BBA

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overall

5/5

FROM

$39/mo

"Sales on Autopilot"

TL;DR

Keap lets you take the chaos out of email marketing.CRM + invoicing + trustworthiness. More sales, less stress.

Pros

  • Built-in CRM and automation
  • Invoicing + payments
  • Stellar client roster

Cons

  • Higher prices than competitors
  • Steep learning curve
  • Not for beginners

What is Keap?

Keap is an email marketing platform formerly known as InfusionSoft, where you can automate your entire sales funnel. Email marketing, CRM, forms, landing pages, smart automations, follow-ups, scheduling, and invoices… everything.

Our Verdict — Best For Scaling Businesses

The Best Part:

  • Funnel magic. Route leads into automated pipelines, keep them nurtured with email sequences, send reminders, text, invoices… all of it.

The Worst Part:

  • Might be overkill for email-only users. If you’re  just looking to blast a few newsletters, Keap will be overkill with features you won’t use.

Get it if you want the most powerful sales and follow-up systems you can ask for your SMB.

Best For

Keap is best for service-based businesses, consultants, coaches, freelancers, and solopreneurs who want to automate their sales pipeline without duct-taping a ton of tools together.

Top Features

  • Smart CRM system. Segment, label, and score your leads automatically, to trigger follow-up flows without ever lifting a finger.

  • Money, money, money. Send quotes, invoices, collect deposits, and set up recurring payments without leaving your Keap dashboard.

  • Booking system. Allow customers to book meetings via your automated flows, right into your CRM and dedicated calendar.

  • Visual pipeline builder. See every lead, where they are, and what’s next, so you’re always on top of how your campaigns are working.

  • Page builder. Create embeddable or standalone lead-gen pages and forms, with integrated, native conversion tracking. Doesn’t get much easier.

What do customers love about Keap?

  • Complete follow-up automation
  • Email + SMS combo
  • Built-in CRM
  • Landing page and form builder
  • Scheduling system
  • Great support team
  • Templated campaigns
  • Visual automation builder
  • Collect payments from Keap

The Bottom Line

Keap lets you:

  • Automate lead capture, nurturing, and payment collection
  • Track every deal, all the way through
  • Book meetings and sell products in your sleep

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