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
Additional Features
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
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