Keap is CRM and marketing automation software for small businesses, sold as one plan with paid setup at signup. Thryv has owned it since 2024.

Keap is CRM and marketing automation software for small businesses that sell, market and bill from the same contact list. It brings lead capture, follow-up, sales pipeline, quotes, invoices and payments into one account, so a growing team stops stitching a CRM to an email tool to a payment link. Keap has belonged to Thryv Holdings, Inc. since October 31, 2024, when Thryv closed its acquisition of Infusion Software, Inc., the company that trades as Keap. The platform starts with the contact record, where every email, text, appointment and payment for a person sits in one history. Landing pages and forms feed new leads in, lead scoring ranks them by likelihood to buy, and the Automation Builder runs multi-step follow-up on a visual canvas of when and then steps. Pipeline automation moves deals through stages and triggers the next action at each one. Email marketing, one to one texts and text broadcasts go out from the same system, and the AI Automation Assistant drafts a campaign from a template library. Quotes, invoices, ecommerce and payments close the loop, with reporting over the result. Keap suits small businesses and owner-led teams that want sales and marketing automation without hiring anyone to run it: home services, professional practices, coaches and agencies of a few to a few dozen people. It fits a buyer replacing a spreadsheet, a mailbox and a separate invoicing tool, and it expects commitment, since setup is paid implementation rather than self-serve signup. It is bought as one platform on a single plan that scales with users and contacts, and the plan cards list every tier and add-on. Keap runs from a browser and from a mobile app for iPhone and Android, which is where owners check contacts, tasks and appointments between jobs. Keap Business Line puts a separate work number and its texts on the same phone, so business conversations stay in the CRM rather than in a personal inbox. An open API and webhooks send contact and event data to the rest of a small company's stack, and the platform sits beside accounting and payment tools it syncs invoices with. Keap is at its most useful where a lead needs weeks of automated follow-up before it buys, and where the same small team sends the quote, the invoice and the next campaign.

Features

Not included: Free plan
Included: Sales pipeline and deal tracking
Included: Lead scoring
Included: Landing page builder
Not included: Mobile app push notifications
Not included: Product reviews
Included: SMS marketing
Not included: WhatsApp messaging
Not included: Send-time optimization
Not included: A/B testing
Not included: Transactional email
Not included: Website visitor tracking
Included: Visual workflow builder
Not included: Revenue attribution
Not included: Predictive analytics
Not included: Ad audience sync
Included: Webhooks
Included: User roles and permissions
Not included: Single sign-on
Not included: Social media posting
Included: AI marketing assistant

Additional Features

Contact records with activity history
Pipeline automation with stage triggers
Lead scoring on likelihood to buy
Automation Builder visual canvas
Email marketing campaigns
Text message broadcasts
One to one text messaging
Keap Business Line phone number
Landing page builder
Appointment booking
Quotes that convert to invoices
One time and recurring invoices
Ecommerce and payments
Reporting dashboard
AI Automation Assistant
Custom user roles, groups and permissions
Open API and webhooks
Library of proven automation templates
Keap mobile app

Best for

  • Small businesses running sales and marketing in one system
  • Teams outgrowing a spreadsheet and a separate email tool
  • Owners who want automation without a developer
  • US and Canada businesses that need text marketing built in
  • Buyers who can budget for paid implementation at signup
  • Businesses that quote, invoice and take payment in the same tool
  • Teams happy with one plan rather than a tiered feature ladder

Use cases

  • Capturing leads from landing pages into the CRM
  • Following up new leads automatically by email and text
  • Scoring leads so sales calls the hottest first
  • Moving deals through pipeline stages with automated next steps
  • Booking appointments without back and forth email
  • Turning an accepted quote into an invoice
  • Collecting one time and recurring payments
  • Sending text broadcasts to a contact list
  • Building multi-step automations on a visual canvas
  • Limiting what each team member can see and change
  • Sending contact data to another system through webhooks
  • Drafting a campaign with the AI Automation Assistant

Screenshots & Videos

Explore Keap in action

Crm Dashboard
Crm Dashboard

User Reviews

0 reviews from verified users

Write a Review

No reviews yet

Be the first to share your experience with this software.

Compare with Similar Software

Click to compare side by side with Keap

Want to claim this brand?

To claim this brand, please contact support.