AutomateSMB

Keap

Keap combines CRM, marketing automation, sales pipeline, and payments into one platform built specifically for small businesses.

SMB score 7/10/10

Overview

Keap has served over 200,000 small businesses for more than 20 years. The platform gives you a CRM to track every contact and conversation, an automation builder with 52 or more ready-made workflows, email and text marketing, a visual sales pipeline, appointment scheduling, invoicing, and payment processing. You build automations by dragging and dropping, so you do not need technical skills. Keap includes a dedicated Customer Success Manager, U.S.-based phone support during business hours, and 24/7 chat support. The platform also connects to over 5,000 apps through its native Zapier integration. Customer results on their site include one business scaling to 17 million dollars in annual revenue and another saving 36 hours per month. If you want one tool to replace several disconnected systems and automate your follow-up, lead nurture, and billing, Keap targets exactly that problem.

Features

  • Drag-and-drop automation builder with 52+ pre-built workflows
  • CRM with contact management, lead scoring, and segmentation tags
  • Email and text marketing with broadcast and automated messaging
  • Sales pipeline with visual deal tracking and appointment scheduling
  • Invoicing, checkout forms, recurring payments, and billing automation

Best for

Keap works best for service-based small businesses with an established customer base that need to stop doing manual follow-up and repetitive admin tasks. It suits owners who want a single platform covering CRM, marketing, sales, and payments rather than stitching together multiple tools.

Why this SMB score

Keap delivers a genuinely comprehensive automation platform backed by 20-plus years of small business focus, but the required implementation fee on top of a 299 dollar monthly starting price makes the total entry cost a real barrier for budget-conscious small businesses.

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