Keap

About Keap

Keap (formerly Infusionsoft) is a combined CRM and marketing automation platform built specifically for small businesses that want to automate their follow-up sequences, capture leads from web forms, and close deals without a dedicated sales ops team. Its automation builder lets you trigger emails, text messages, and task assignments based on contact behavior.

The platform includes a built-in payment processor, appointment scheduling, and a landing page builder—so it can replace several point solutions for businesses that want an all-in-one stack. Keap also provides a dedicated US business phone number with automated text follow-ups, which is rare among CRMs at this price tier.

Keap is best suited for service-based small businesses: coaches, consultants, home services companies, and health and wellness practitioners who need automated nurture sequences tied directly to a sales pipeline. The learning curve is steeper than simpler CRMs, but the automation depth pays off for teams with repeatable sales processes.

Key Features

• Marketing automation with visual campaign builder
• Built-in payment processing and invoicing
• Automated text and email follow-up sequences
• Appointment scheduling with calendar sync
• Lead capture forms and landing pages
• Dedicated business phone number with auto-reply SMS

User Ratings

Support & Compliance