Keap: Ultimate CRM and Marketing Platform for Small Biz

Keap: A Powerful CRM and Marketing Automation Platform for Small Businesses

The Need for Keap in Small Businesses


Small businesses are the backbone of many economies around the world. They are responsible for creating jobs, providing goods and services to communities, and driving economic growth.


However, small business owners face a lot of challenges that can limit their success. One of the biggest challenges is managing customer relationships effectively while also trying to market their products or services.


This is where Keap comes in. Keap is an all-in-one customer relationship management (CRM) and marketing automation platform designed specifically for small businesses.


It offers a comprehensive suite of tools that help business owners streamline communication with customers, automate repetitive tasks, and enhance customer experience. 


With Keap, small business owners can focus on growing their business without worrying about managing complex marketing campaigns or customer data.

Softwareista Key Takeaways


  1. Tailored for Small Businesses: Keap is specifically designed to meet the needs of small businesses, providing a comprehensive CRM and marketing platform.


  1. Wide Range of Features: Keap offers diverse features including contact management, email marketing, automation, and sales pipeline management.


  1. Time-Saving Automation: Keap’s automation features allow businesses to streamline their processes, saving valuable time.


  1. Ease of Use: With an intuitive interface, Keap is user-friendly and easy to navigate.


  1. Strong Customer Support: Keap provides extensive customer support resources, ensuring users have the help they need to make the most of the platform.



Softwareista Team has created an in-depth comparison of 32 CRM solutions. Make the optimal decision by reviewing ‘Best Email Marketing Solutions for 2023 – We tested 32 Platforms


The Importance of CRM and Marketing Automation for Small Businesses


In today’s competitive market environment, it’s not enough to simply have great products or services. To succeed as a small business owner you need to have effective communication tools that allow you to reach your target audience at the right time with the right message. CRM software helps small businesses manage their interactions with current and potential customers more efficiently by storing critical information about them in one place.


Marketing automation helps streamline repetitive tasks such as sending follow-up emails, scheduling appointments, and sending automated reminders. By automating these tasks, small business owners can free up valuable time to focus on other aspects of their business.

What is Keap?

Small business owners have a lot on their plates, and managing customer relationships can be overwhelming. That’s where Keap comes in – an all-in-one CRM and marketing automation platform designed specifically for small businesses. Keap offers tools and features to help businesses streamline communication with customers, automate repetitive tasks, and improve the overall customer experience.

  1. History and Background


Keap was founded in 2001 as Infusionsoft. Originally created as a sales automation tool for small businesses, the company rebranded as Keap in 2019 to better reflect their focus on helping small businesses grow through CRM and marketing automation. The company has since expanded its offerings to include features such as email marketing campaigns, lead capture forms, e-commerce integration, and more.

  1. Features and Benefits


Keap offers a wide range of features designed to make managing customer relationships easier for small business owners. One of the key benefits of using Keap is streamlining communication with customers through automated email campaigns, personalized messaging, and appointment scheduling tools. This helps businesses save time while still providing high-quality customer service.


Another benefit of using Keap is the ability to automate repetitive tasks such as follow-up emails or appointment reminders. This frees up time for business owners to focus on other areas of their business while still keeping customers engaged.


Keap also offers advanced features such as lead capture forms that allow businesses to quickly gather information about potential customers. Additionally, e-commerce integration allows businesses to easily sell products or services online without having to manage another platform.

  1. Pricing Plans


Keap offers three different pricing plans: Lite ($79 per month), Pro ($149 per month), and Max ($199 per month). Each plan offers different levels of functionality based on the needs of the business.


All plans include access to basic CRM functionality such as contact management and appointment scheduling, while the higher-tier plans offer additional features such as advanced automation and reporting. Keap is a powerful CRM and marketing automation platform designed specifically for small businesses.


With a range of features and benefits, Keap helps businesses save time, streamline communication with customers, and improve the overall customer experience. With multiple pricing plans available, there is an option to fit the needs of any small business owner looking to enhance their customer relationships.

How Keap Works:

  1. Setting Up an Account:


Before diving into the world of Keap, you must first set up an account. The process is quick and easy, and you can get started within a matter of minutes.


All you need to do is visit the Keap website and sign up for a free trial account. From there, you will be asked to provide some basic information about yourself and your business, including your name, email address, company name, and phone number.


Once you have signed up for an account, you can start exploring the platform’s various features. You’ll be taken to your dashboard where you can see all the key metrics related to your marketing campaigns in one place.

  1. Integrating with Other Tools:


Keap integrates with a wide range of other tools and platforms that small businesses use every day. For example, it integrates with Google Contacts so that any new contacts added to Keap get automatically added to Google Contacts as well.


It also integrates with popular payment gateways like PayPal and Stripe. This allows small businesses using these payment gateways to seamlessly integrate their financial transactions with their customer data in Keap.


Additionally, Keap offers APIs for integration with other tools or platforms for businesses that require custom integrations. These APIs allow developers to build custom integrations between Keap and other software applications.

  1. Creating Campaigns:


One of the most powerful features of Keap is its ability to create marketing campaigns that automate repetitive tasks and streamline communication with customers. 


To create a campaign in Keap, first define your goal – do you want more leads? More sales? Better brand awareness? 


Once you know what you want to achieve through your campaign – whether it’s through email marketing or social media outreach – begin building out each step of the process.


Keap’s simple drag-and-drop campaign builder allows you to create a sequence of events that automate repetitive tasks, such as sending out a welcome email to new subscribers or following up with customers who have abandoned their shopping cart. 


Additionally, the platform offers customizable templates that can be used for email marketing campaigns, landing pages, and more.

  1. Conclusion:


Keap offers small businesses a powerful CRM and marketing automation platform that streamlines communication with customers, automates repetitive tasks, enhances customer experience, and helps businesses grow in the process. Setting up an account is quick and easy – simply sign up for a free trial account on the Keap website.


Keap integrates with other tools and platforms that small businesses use every day. Custom integrations are also available through Keap’s APIs for businesses that require them.


Creating campaigns in Keap is simple and straightforward thanks to its drag-and-drop campaign builder and customizable templates. By automating tedious tasks like sending welcome emails or following up on abandoned carts, small business owners can focus on what they do best: growing their business.

Key Benefits of Using Keap

  1. Streamlining Communication with Customers: Connect Better and Faster


Keap’s CRM system helps small businesses to streamline communication with customers. With this platform, you can manage all customer interactions including emails, calls, messages and appointments in one place. 


This means that you have a holistic view of your customer history which enables you to personalize communication with them.


Personalizing communication channels translates to building better relationships with your customers. One outstanding feature of Keap is its automation capabilities that help businesses save time and achieve efficiency in their operations.


For instance, Keap can automatically send personalized messages or emails based on specific triggers such as new signups, abandoned shopping carts or milestone celebrations like birthdays. 


By personalizing communication channels and automating them, a business can nurture its relationships with customers while saving time.

  1. Automating Repetitive Tasks: Save Time without Sacrificing Quality


Keap’s marketing automation features also automate repetitive tasks such as appointment scheduling, follow-up emails and reminders for both clients and staff members. Through Keap’s automated features like appointment scheduling service or the automatic follow-up feature when leads come in through the web forms on the website or landing pages created by Keap- small business owners can focus on core tasks while still maintaining an excellent level of customer service. 



For instance, when a contact fills out a form on your website created by Keap- either asking for more information about your product/service, requesting an appointment or registering for an event-Keap automatically sends out email responses confirming receipt of the inquiry/request while also forwarding it to the appropriate team member for follow-up.

  1. Enhancing Customer Experience: Improve Customer Satisfaction


Keap enables small businesses to provide their customers with exceptional experiences by offering personalized support throughout their journey. 


By integrating communications from all channels (email, SMS, phone or chat), Keap helps small businesses keep track of all customer interactions and allows them to respond promptly and effectively. 


Keap’s automated follow-ups also help businesses stay in touch with their customers even after a sale has been made.


For instance, businesses can send thank-you notes or request feedback from customers through Keap’s automation features. Through this, clients feel appreciated and valued, hence increasing customer satisfaction and loyalty.

  1. Overall Advantages


Keap is a powerful platform that offers small businesses with several benefits. The platform streamlines communication channels, automates repetitive tasks, enhances customer experience by improving the quality of interaction between the business and its clients. 


By leveraging on the features offered by Keap such as automation and integration with other tools such as payment gateways or social media platforms, small business owners can dedicate their time to core tasks while maintaining excellent levels of customer service.

Advanced Features of Keap

  1. Email marketing campaigns


Email marketing is a powerful tool for any business that wants to communicate with its customers and prospects on an ongoing basis. With Keap, you can create and send newsletters, promotional emails, and other types of email campaigns to your subscribers. The platform offers a wide range of email templates that you can customize based on your needs and preferences.


You can also create automated drip campaigns that send targeted messages based on certain triggers or actions taken by your subscribers. In addition to creating and sending emails, Keap provides advanced analytics that tracks the performance of your campaigns.


You can see how many people opened your emails, clicked on links, and took other actions such as making a purchase or filling out a form. This data helps you understand what’s working and what’s not so you can adjust your strategies accordingly.

  1. Lead capture forms


One of the challenges for small businesses is generating leads – people who are interested in their products or services. Keap makes it easy to capture leads through its lead capture forms feature. With this feature, you can create customized forms that collect information from potential customers such as their name, email address, phone number, etc.


You can embed these forms on your website or share them via social media to attract more leads. Once someone fills out a form, their information is automatically added to your contact database in Keap, where you can then follow up with them via automated emails or other marketing campaigns.

  1. E-commerce integration


If you’re running an e-commerce business or selling products online through platforms like Shopify or WooCommerce, integrating with Keap can help you streamline your operations and grow sales. With the e-commerce integration feature in Keap, you can automatically sync data between these platforms and manage orders directly from within the CRM.


When someone places an order on your website, their information is automatically added to Keap, where you can track their purchase history, send follow-up emails, and more. This integration also enables you to segment your customers based on their purchase history or behavior and target them with personalized offers and promotions.

  1. Social media management


Another advanced feature of Keap is the social media management tool. With this feature, you can manage all your social media accounts from one place, schedule posts in advance, and track engagement metrics.


This helps you save time and stay organized while still maintaining an active social media presence. You can also use the social media management tool to create ads and promote your business on platforms like Facebook or Instagram.


Keap provides detailed analytics that let you see how your ads are performing so you can make adjustments as needed. By utilizing this feature of Keap, small businesses can improve their social media strategy and reach a wider audience online.

Integrations with Other Tools and Platforms

  1. Social media platforms integration


Social media has become an important part of marketing for small businesses, and Keap recognizes this by offering seamless integration with popular social media platforms. With Keap’s social media integration, you can easily share your content on social media channels such as Facebook, Twitter, and LinkedIn.


This feature saves time and effort by managing all your social media accounts from one dashboard. Additionally, Keap also allows you to track the performance of your social media campaigns in real-time.


You can see how many clicks, likes, or shares your posts are receiving and use this information to optimize your content strategy. By having a clear view of the impact of your social media efforts on lead generation or sales conversion rates, you can make data-driven decisions to improve your marketing outcomes.

  1. Payment gateways integration


Keap allows you to easily integrate payment gateways like PayPal or Stripe into your campaigns. This feature is crucial for small businesses that sell products or services online and want a seamless checkout experience for their customers.


With Keap’s payment gateway integrations, customers can complete transactions within the platform without being redirected to an external website. This not only provides convenience but also builds trust among customers as they feel secure knowing that their payment details are processed securely.


Moreover, Keap automates the billing process by sending invoices automatically once the customer completes a transaction. This ensures that payments are received on time without any manual intervention from business owners.

  1. Email Marketing Integrations


Email marketing is one of the most effective ways to reach out to potential customers and nurture existing ones. Keap simplifies email marketing by allowing integrations with popular email service providers like MailChimp or Constant Contact.


By integrating email marketing services into Keap’s platform, you can create personalized emails using pre-built templates, schedule email blasts, and track your email campaigns’ performance. This feature also allows you to segment your audience based on their interests or behavior, helping you create more targeted campaigns for better results.

  1. Website Integrations


Keap also offers integrations with website builders like WordPress or Wix. By integrating your website with Keap’s platform, you can track visitor behavior and capture leads using customized lead capture forms. This integration also allows you to automate follow-up communication with leads by triggering personalized emails or messages based on their interaction with your website.


With Keap’s website integrations, small businesses can streamline their lead generation process and convert more visitors into customers. Keap’s integrations with other tools and platforms make it a powerful CRM and marketing automation platform for small businesses.


By offering seamless integration with social media platforms, payment gateways, email marketing services, and website builders, Keap streamlines processes while enhancing the customer experience. These features help small business owners focus on what they do best – growing their business!

How to Get Started with Keap?


Signing up for a free trial account is the first step in getting started with Keap. The process is simple and easy to follow. You can sign up by visiting the Keap website and clicking on the “Get Started” button at the top of the page.


You will be asked to provide your name, email address, and phone number. After you have submitted this information, you will receive an email from Keap with instructions on how to activate your account.


Taking advantage of training resources is critical when getting started with a new platform like Keap. Fortunately, Keap provides a wealth of training resources to help you get started quickly and easily.


These resources include articles, videos, webinars, live events, and more. The aim of these resources is to help you understand how to use the platform effectively so that you can achieve your business goals.

Setting up your First Campaign


The next step in getting started with Keap is setting up your first campaign. A campaign is a series of automated emails or actions that are triggered based on specific criteria such as when a customer takes a particular action or reaches a certain stage in the sales funnel. To set up your first campaign within Keap, start by choosing what type of campaign you would like to create.


Some common types of campaigns include welcome campaigns for new subscribers or customers; abandoned cart campaigns for customers who leave items in their shopping cart without completing their purchase; re-engagement campaigns for customers who haven’t interacted with your business in some time; upsell campaigns for customers who have made purchases but have not yet purchased additional products or services.


 Once you’ve chosen what type of campaign you want to create within Keap’s platform, it’s time to start building out each individual email or action. This can be done using Keap’s drag-and-drop email builder, which allows you to easily create stunning and effective emails without any coding experience. You can also create custom landing pages, forms and surveys that will help you gather data about your customers in order to personalize your marketing campaigns and better target your audience.


It is important to test your campaign before launching it live. Keap provides A/B testing functionality for emails as well as other tools that allow you to see how your campaigns perform before sending them out to your entire audience.

Closing Thoughts


Getting started with Keap is easy and straightforward. With a free trial account, a wealth of training resources, and easy-to-use campaign building tools, businesses of all sizes can take advantage of the platform’s powerful CRM and marketing automation features. By taking advantage of these tools and resources, small businesses can streamline their operations, enhance customer experience, and grow their business more effectively than ever before.

Case Studies: Real-life Examples of How Small Businesses Have Benefited from Using Keap

Streamlining Communication with Customers


One of the biggest challenges small businesses face is managing communication with customers effectively. Emails can easily get lost or overlooked, leading to missed opportunities and potential revenue loss.


However, Keap’s customer relationship management (CRM) tools help businesses streamline communication with customers. For instance, a photography studio in downtown Seattle was struggling to keep track of inquiries and bookings from potential clients.


The owner implemented Keap’s automated lead follow-up campaigns, which helped reduce the response time to inquiries by 50%. The studio also used Keap’s appointment scheduling tool to allow clients to book appointments online, which resulted in a 30% increase in bookings.

Automating Repetitive Tasks


Small business owners often wear multiple hats and have limited time to focus on growing their business. By automating repetitive tasks, they can free up time to focus on more strategic initiatives. Keap offers several automation features that help small businesses save time.


A fitness studio in San Francisco used Keap’s automation feature to send automated emails and text messages reminding clients about upcoming classes and promotions. This helped the studio reduce no-shows by 25% and increase class attendance rates by 15%.

Enhancing Customer Experience


Small businesses that provide exceptional customer experience have higher chances of retaining customers and generating positive word-of-mouth referrals. By using Keap’s CRM tools, businesses can enhance customer experience and build long-term relationships.


For example, a boutique clothing store in Portland implemented personalized email campaigns using Keap’s segmentation feature based on shopping history and preferences of each customer segment. This resulted in an increase in open rates by 40% and click-through rates by 20%.

Growing Business with E-commerce Integration


Small businesses can benefit from the integration of e-commerce platforms with CRM and marketing automation tools. Keap offers seamless integration with popular e-commerce platforms like Shopify, WooCommerce, and Magento.


A pet supply store in Chicago implemented Keap’s integration with Shopify to automate their email marketing campaigns based on customers’ purchase history and product preferences. This helped the store reduce shopping cart abandonment rates by 30% and increase average order value by 25%.


By implementing Keap’s CRM and marketing automation tools, small businesses can streamline operations, enhance customer experience and grow their business. These case studies show how businesses across different industries have benefited from using Keap.

Softwareista Final Word

Keap is a game-changer for small businesses


Small business owners face a unique set of challenges when it comes to managing their operations efficiently while providing excellent customer service. Keap’s CRM and marketing automation platform is designed to address these challenges and provide small businesses with the tools they need to succeed in today’s competitive market.


By automating repetitive tasks such as follow-up emails, appointment scheduling, and payment reminders, Keap frees up valuable time for small business owners to focus on growing their businesses. With features that allow you to track customer behavior and preferences, you can tailor your marketing campaigns to meet your customers’ needs better.

Enhance Customer Experience


One of the biggest advantages of using Keap is its ability to enhance the customer experience. By streamlining communication with your customers through automated email campaigns and appointment scheduling, you can provide a seamless experience that makes it easy for them to do business with you.


Additionally, Keap’s lead capture forms allow you to gather valuable data about your customers that can help you better understand their needs and preferences. You can use this information to create targeted marketing campaigns that resonate with your audience.

Grow Your Business


The most significant benefit of using Keap is its ability to help small businesses grow. By automating tasks such as lead generation, appointment scheduling, and payment processing, you can focus on growing your business instead of getting bogged down in administrative tasks.


With access to detailed reports on campaign performance and customer behavior analytics, you can make informed decisions about how best to allocate your resources for maximum impact. Whether you’re just starting or have been in business for years, Keap has everything you need to take your business to the next level.

Softwareista FAQ Section

  1. What is Keap?

Keap is a powerful CRM and marketing platform specifically designed to cater to the needs of small businesses.

  1. What functionalities does Keap offer?

Keap offers a range of functionalities such as contact management, email marketing, automation, sales pipeline management, and more.

  1. How does Keap help small businesses?

Keap helps small businesses by streamlining their processes, improving customer relationship management, and automating marketing tasks to save time.

  1. Is Keap user-friendly?

Yes, Keap is designed with an intuitive interface that makes it easy for users to navigate and utilize its features.

  1. What kind of customer support does Keap offer?

Keap provides comprehensive customer support including online training, webinars, a knowledge base, and a community forum.

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