Keap

Leverage the power of proven templates and AI to create an entire campaign in minutes

Compose emails quickly and easily with the help of AI

Determine the level of permission for users and their interaction with various records

Easily add a user or partner, select desired access, and assign administrative roles to team members

See what automation actions each contact has received and where they are currently in automated sequences

Automate past-due reminders so you can stop chasing clients for payments

Get automatic notifications before a credit card expires so recurring payments stay on track

Automate your team's internal processes with custom forms that make data collection easy

Know where every customer is in your process and automate next steps at each stage

Send one-time or recurring invoices that sync with your payment and accounting tools

Separate work and personal calls with a business phone number for calls and texts

Connect with our vibrant community of Keap users in our dedicated platform (not Facebook)

A library of on-demand courses on how to use Keap

Create custom connections to Keap via open API endpoints

Connect your calendar and email with Keap for appointments and see all 1:1 emails on the contact record

Easily connect thousands of software tools to Keap using our built-in Zapier integration

Connect your other software tools to Keap so you can manage everything in one place

Capture leads, collect essential information, and trigger automation when forms are completed

Prioritize your hottest leads and trigger automation based on likelihood to buy

Easily segment leads based on where they came from so you know the sources of your most valuable clients

Have ready access to contacts, appointments, tasks, and communications on the go and sync to your CRM. Send appointment links and invoices right from the app

Send automatic reminders and notifications so nothing falls through the cracks

Enjoy greater convenience, insights and time savings with Keap's embedded payment solution

Easily process single payments with invoices and checkout forms

Sell and manage subscriptions that require recurring payments

Accept payments from processors such as PayPal, Stripe and Eway

Personalize your dashboard to see relevant information and deliver vital data to your team

Keep an eye on your email deliverability stats and know if your emails are being flagged as spam

Easily access your most-used reports by pinning them to the top of the page

Grow your business with comparative data that shows ROI and areas of improvement

Connect your Google My Business account and automatically request Google reviews

Access chat directly from your Keap app

You're assigned a Keap expert who can help you use Keap to reach your business goals

Help is just a phone call away

See all your upcoming appointments and tasks in one place

Automatically assign tasks based on triggers or recurring time periods

Create contact lists based on specific criteria to take quick action

Send individual text messages from the desktop or mobile app (U.S. and Canada only)

Send automated, personal text messages that save time and get read (U.S. only)

Target your hottest prospects and convert more leads with marketing texts (U.S. only)

When a contact replies to a text broadcast, you can reply back to them individually (U.S. only)