Contact management
Organize leads, customers, notes, tags, and communication history.
What is Keap?
Keap is a CRM and automation platform built for small businesses that need better follow-up, contact management, appointment scheduling, invoices, and customer communication. Formerly known as Infusionsoft, Keap focuses on helping service businesses, coaches, consultants, agencies, and local businesses turn leads into customers through automated follow-up. It is useful when a business has leads coming from forms, calls, events, referrals, or ads and needs a reliable system to nurture them without manually remembering every next step.
Keap is useful for small businesses, coaches, consultants, agencies, local service providers, and founders who need CRM plus follow-up automation.
The main purpose of Keap is to help small businesses organize contacts, automate follow-up, book appointments, send invoices, and manage customer relationships.
- Combines CRM and marketing automation for small businesses.
- Helps automate follow-up after leads, forms, or appointments.
- Supports invoices, payments, and appointment workflows.
- Useful for service businesses that need a practical customer system.
Key Features
Best For
Small BusinessesFoundersAgenciesMarketersSales Teams
Use Cases
Lead follow-up
Automatically respond to new leads and guide them toward calls, offers, or next steps.
Service business CRM
Manage client relationships, appointments, invoices, and communication history.
Appointment workflows
Trigger reminders, confirmations, and follow-up messages around booked calls.
Small business automation
Reduce manual admin by automating common customer and sales tasks.
Pros & Cons
Pros
- Built around practical small business follow-up needs.
- Combines CRM, automation, appointments, invoices, and payments.
- Useful for service businesses and consultants.
- Can reduce missed leads and manual follow-up work.
Cons
- May feel too focused on small business workflows for larger sales teams.
- Advanced automation requires careful setup and testing.
- Pricing should be reviewed against contacts and users.
- Teams that only need a simple pipeline may prefer a lighter CRM.
Pricing
Trial / Limited
Limited
Trial access may be available for evaluating CRM and automation features.
Pro
Paid plan
Paid plans typically support CRM, follow-up automation, appointments, and payments.
Max
Paid plan
Higher plans may add more advanced automation, reporting, and sales features.
Custom
Contact vendor
Larger or specialized teams should confirm current packaging directly.
Screenshots Gallery
Alternatives
FAQ
What is Keap best for?
Keap is best for small business CRM, follow-up automation, appointments, invoices, payments, and lead nurturing.
Was Keap formerly Infusionsoft?
Yes. Keap was formerly known as Infusionsoft.
Is Keap good for service businesses?
Yes. Keap is useful for coaches, consultants, agencies, and local service businesses that need follow-up automation.
What are Keap alternatives?
HubSpot, ActiveCampaign, Pipedrive, Zoho CRM, and Freshsales are common alternatives.
Final Verdict
Keap is a strong CRM and automation platform for small service businesses that need reliable follow-up, appointments, invoices, and customer workflows. It is best for teams that want sales and admin automation in one small business system.