Frequently asked questions
What is Keap?
Keap provides its 125,000+ users all-in-one CRM, sales and marketing automation to help you win more business. No matter where you are in your growth, Keap has a plan for you:
Lite—For solopreneurs and new businesses—core CRM, automation, and email tools to get organized, automate follow-up, track your leads, and close more deals.
Pro—For growing customers with custom needs—create automated, repeatable sales processes and marketing campaigns to save time and grow sales.
Max—For established businesses with teams that need a robust CRM solution—power your growth with advanced marketing and sales automation, customizable campaigns, e-commerce, and app integrations.
Why choose Keap?
Entrepreneurs are our entire focus. Our CRM and sales and marketing tools help you save money and get more done with less work so you can grow your business. We also provide support, coaching, and Partner assistance to help you grow at any stage of your business.
How does Keap help me win more business?
Keap products help you organize all your information, provide quick follow-up with leads, and close more sales. You’ll also conquer the chaos by automating daily work, getting paid faster, and impressing your clients with your incredible efficiency.
How does Keap help me stay up-to-date with new Keap features and product improvements?
You’ll always be in the know. We send monthly video Release Reports explaining our new features and updates. We also offer many blogs, podcasts, live demos, and product guides to keep you fully informed about the latest product news.
I don’t know where to begin to grow my business. Can you help?
We’ll get you started with a complementary 7-minute Lifecycle Marketing Assessment. This proven formula compares your business against other industry top performers and uncovers the strengths and gaps of your business. Utilizing the information you’ve provided, we’ll evaluate your business across nine separate phases of the Lifecycle Marketing framework so you can identify and profit from potential growth opportunities.
How does Keap compare with other companies?
With Keap, you get a true all-in-one CRM, sales and marketing automation solution versus a number of band-aid fixes that falsely claim to offer everything. Running your business with Keap saves money and supports your growth. Many other solutions require purchasing multiple single-purpose tools to even get close to Keap's all-in-one capabilities. Also, entrepreneurial small businesses (not enterprises) are our sole focus, so you’ll never feel lost in the crowd.
How do I switch from a competitor to Keap with ease?
We’ve got you covered. Our Keap Migration Team handles all the heavy lifting. Once you sign up for Keap or Infusionsoft, our team of experts will migrate all of your current campaigns, automations, email templates, deals, landing pages, web forms, and opted in contact data for free.*
My current CRM provider offers limited payment options. Can Keap do better?
Keap offers more ways to get paid than almost any other company. These payment options include PayPal, WePay, and Stripe. Payment options for our international customers include Nexus and eWay.
How is Keap helping small businesses survive and grow during the pandemic?
We recognize that many small businesses have had to tap into their entrepreneurial grit due to coronavirus restrictions. That’s why we created the Keep Going Grant Contest in March 2020. In Round 1 we granted $500 to 200 small businesses, for a total of $100,000. For Round 2 we awarded another $100,000 amongst 100 entrepreneurs to empower more small businesses to keep going. Our task is not done and we continue to offer much-needed assistance to small businesses in need.