What Keap Does for Your Business

Keap is an all-in-one sales and marketing automation platform built for small businesses. Keap brings your contacts, communications, scheduling, payments, and automation into one central place so you can manage your entire customer lifecycle without switching between tools. Whether you are following up with new leads, collecting payments, or sending a marketing campaign, everything runs from the same platform.

The video above provides an overview of Keap's core features, including the automation builder, CRM, scheduling, invoicing, and communications tools. It shows how each feature works together to help small business owners manage leads, convert clients, and get paid from one platform.

Keap's Core Features

Automation Builder

The automation builder lets you create visual, multi-step workflows that run automatically in the background. You can trigger actions based on what a contact does — such as submitting a form, clicking a link, or completing an appointment — and the automation will send emails, apply tags, move leads through your pipeline, and perform other actions without any manual work on your part.

CRM (Customer Relationship Management)

The CRM stores every contact, lead, and client interaction in one place. You can organize contacts using tags, custom fields, and segments to personalize your outreach and filter your contact list. The CRM gives you a complete view of each contact's history — including emails sent, appointments scheduled, payments received, and notes logged — so you can follow up with the right information at the right time.

Appointments, Scheduling, and Invoicing

The built-in scheduling tool lets clients book appointments directly from your booking page. You set your availability, Keap syncs with your calendar, and automated reminders go out to the client before the appointment — no back-and-forth messages required. After the appointment, you can send a polished invoice directly from the same platform. Keap supports credit card, ACH, PayPal, and Venmo payments, and allows you to set up recurring billing, custom checkout pages, and automated payment reminders to reduce the time spent chasing unpaid invoices.

Texting and Email Communications

Keap includes two-way SMS messaging, one-to-one email, and broadcast email campaigns in the same platform. You can send a personal text message to a single contact, automate a follow-up email sequence, or send a broadcast to your entire list — all without switching tools. Keap Business Line gives you a dedicated business phone number for texting so your personal and business communications stay separate.

Lead Capture and Reporting

You can build custom web forms and landing pages to capture lead information directly into your CRM. When a visitor submits a form, their contact record is created automatically and any automations you have configured for that trigger will start immediately.

The reporting dashboard gives you real-time visibility into how your business is performing — including email open rates, pipeline value by stage, revenue trends, and contact growth over time. Use the dashboard to identify which campaigns are generating results and where leads are dropping off in your sales process.

Try Keap for Free

Keap offers a free trial with no credit card required. To see Keap's features in action before signing up, schedule a free Keap demo.