Automate your sales and marketing with CRM automations

Spend less time copy and pasting messages, manually following up with leads, and more time meeting and serving your customers. Automate your marketing, sales, and data entry with CRM and sales and marketing automation.

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Keap’s CRM sales and marketing automation saves hours in minutes

Two great ways to automate

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Easy Automation

Easy Automation is our fastest way to save you time by automating repetitive tasks in just minutes with simple templates to capture new leads, assign tasks, and send emails that turn your leads into paying clients.

Advanced Automation

Our advanced and powerful automation builder for expert marketers is flexible and customizable to automate any sales or marketing process you design.

For example, create a sequence of email messages that get sent based on timed triggers or client actions, like booking an appointment or downloading an ebook.

An icon depicting an automatic welcome email being sent to a new lead, with arrow leading to an automatically sent email 2 days later, with arrow leading to automatically sent email 1 week later.

Nurture leads with CRM with sales and marketing automation

Sales and marketing automation with CRM is one of the most powerful tools in your business arsenal. You’ll gain more insight into your company’s performance and can easily pool data from separate platforms. Integrating B2C marketing automation software with Keap optimizes your customer relationships and assures a better overall customer experience.

No more leads falling through the cracks

Sales and marketing automation software with lead generation lets you easily set up an automatic process for sending texts and emails to new leads.

Illustration of adding a contact triggering an automation

Move leads to the next step in the sales process with sales pipeline automation

Create a repeatable sales process with automatic emails that get sent when you move a lead from one stage to the next. Standard tasks and checklists ensure your team delivers consistent serve each time.

Illustration of moving a lead through the sales pipeline triggering an automation

Free guide

20 tips for sending automated emails

Following these steps can help you better personalize your automated emails.

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Rated 9 out of 10 for outstanding service

Try Keap free or work with one of our partners and coaches who can recommend and implement effective strategies to get you started. Our US-based phone chat support team will answer your questions Mon-Fri, 5AM - 6PM PST (8AM - 9PM EST).

See what our customers have to say

"With the automation in Keap, we're able to streamline our follow-up, by using emails that we built into our lead conversion campaign."

Jeremy Jones

Funktional Fitness

"Before Keap, I spent lots of time filtering through clients. Now, I can rely on automation to do that."

Nuno Silva

Papeloja

"With automation, I'm able to anticipate what a customer's going to ask, what they'll want to know; and I can automate that process to make sure they get what they need, when they need it."

Jerome Davis

Urban Professionals

See how CRM and marketing automation works

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