What is Keap?
Keap is marketing automation software designed to help small businesses automate customer communication, sales processes, and marketing campaigns. It combines CRM, email, SMS, payments, appointment scheduling, and AI-powered content creation in one platform. Businesses use Keap’s marketing automation software to save time, capture more leads, and manage client relationships efficiently.
Features & Benefits
- CRM contact management – Store and manage customer details, notes, tags, and company records all in one place.
- Drag-and-drop automation builder – Build marketing workflows using a visual editor to automate emails, tasks, and reminders.
- AI Automation Assistant – Automatically generate entire marketing campaigns, including emails, landing pages, and texts, using your business and audience info.
- AI Content Assistant – Create personalized email and campaign copy quickly by selecting tone, style, and audience.
- Email deliverability dashboard – Track email health metrics like spam risk, bounce rate, and open rates to improve inbox placement.
- Email marketing – Send automated or broadcast emails with modern templates for higher engagement.
- Text message marketing – Send one-time or automated SMS messages with reply handling (U.S. only).
- Sales pipeline tracking – Visualize leads as they move through sales stages and trigger automation based on pipeline status.
- Landing pages and lead forms – Capture contact details and trigger follow-ups using branded landing pages or forms.
- Appointment scheduler – Sync calendars and send booking links with reminders to reduce no-shows.
- Payments and invoicing – Accept one-time or recurring payments, send quotes and invoices, and use order bumps or promo codes.
- Lead scoring – Rank leads by likelihood to buy and use scores to trigger follow-up actions.
- Automated review requests – Request Google reviews from satisfied customers after a sale or service.
- Customer onboarding campaigns – Launch welcome emails and first-step instructions for new clients automatically.
- Referral and testimonial campaigns – Encourage referrals and gather testimonials through scheduled follow-ups.
- Internal task automation – Trigger team tasks and reminders based on form submissions, lead activity, or sales stage.
- Behavior-based segmentation – Filter and group contacts based on email opens, clicks, and activity.
- Lead source tracking – Monitor where your leads originate from (e.g., landing pages, forms, campaigns).
- Custom dashboards – Personalize dashboard views by user role, showing sales, marketing, or task data.
- Reports and analytics – Access campaign performance data, financial metrics, and email stats in a centralized reporting hub.
- Custom user roles and permissions – Control user access to records, features, and data based on role.
- Mobile access – Manage contacts, send messages, and schedule appointments on the go.
Real-world applications
A freelance coach can use Keap’s marketing automation software to guide new leads through a full client journey. After a prospect downloads a lead magnet, Keap automatically sends consult invites, schedules calls, and delivers follow-up emails. The AI Content Assistant helps create these messages, personalized to each lead’s behavior.
Ecommerce store owners can set up promo campaigns using Keap’s AI Automation Assistant. A store selling health supplements might launch a landing page, schedule emails with a limited-time offer, and send abandoned cart reminders. Follow-up messages can include order bump suggestions and promo codes.
A local service provider, such as a salon, can automate reminders, follow-up texts, and even review request sequences. After a customer books an appointment, Keap schedules a confirmation email, a pre-visit SMS, and a post-service Google review request.
Marketing agencies managing multiple campaigns can use Keap to handle client onboarding automation. After a client signs up, Keap delivers a welcome sequence, collects intake forms, and assigns tasks to internal team members. AI-generated copy ensures consistent, fast communication across all clients.
