Frequently asked questions
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Contacts
What is a contact?
A contact is a single person recorded in your account. Keap lets you store critical information like your contact’s phone number, email, address, as well as meeting histories, payments, invoices, conversations, emails, and notes. You’ll be able to make every customer feel like an important individual, because that’s what they are.
How much does it cost to add more contacts?
Keap's pricing plans include 500 contacts. Additional contacts can be added to any package:
Additional ContactsMonthly Cost1,000$305,000$13010,000$20025,000$30050,000$350How do I add more contacts?
Simply reach out to your Customer Success Manager or Keap support to add more contacts.
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Users
What counts as a user?
A user is someone who has authority to access the Keap software via their own username and password. Users can be managed via an admin account. Keap pricing plans include one user license. Additional users can be purchased for only $30/month.
How do I add more users?
Reach out to your Customer Success Manager or Keap support to add more users
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Expert Coaching
What is expert coaching?
You and your coach will identify gaps and opportunities in your business and execute 3 plays to achieve your specific goals. When complete, you will receive an expert sales and marketing playbook to fuel your long term growth strategy.
Why do I need onboarding services?
To ensure all Keap users are set up for growth and success right from the start, we have made enrollment in the expert coaching program a pre-requisite. The program is only a one-time payment of $499 and then you will begin your hands on personal support session to achieve your 3 specific business goals in only 60 days.
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Free Trial
Is free trial experience limited or locked down in any way?
No. When using our free trial, you’ll have access to every feature, allowing you to explore the full functionality of your chosen package. This 14-day free trial doesn’t require a credit card.
Will I need a credit card to start the free trial?
Nope. No credit card required for our free trial. Give it a try. We’ll just ask a few simple questions on the online form and you can find out first hand how Keap helps serious entrepreneurs get organized, follow up and automate to create peace of mind, grow sales, and free up time.
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Email Sending
Is there a limit or charge for the number of emails I send each month?
Keap emails are free and unlimited for everyone. They are a critical step toward personalized and powerful communication. Emails are also a great way to nurture leads, generate revenue, and inform customers.
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Billing
Can I cancel at any time?
Yes. Just remember to initiate your cancellation request at least 10 days prior to the next invoice date. Please initiate your request verbally through a Keap representative.
Are there separate fees for client billing and payments?
Centralized billing can also be handled by Keap as an all-in-one payment and invoicing tool. Because the payment feature is already built into the app, business owners just need to connect their bank accounts and pay a flat, low fee of 2.9 percent plus 30 cents for each transaction.
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Support
What type of support is do you provide?
We offer extensive online and call-in support from our hand picked team or you can email us anytime. You can also enjoy 24-7 live chat, online help resources, and a library of Keap produced, how-to videos.
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Security
Is Keap secure?
Absolutely. Keap has developed stringent information security risk management policies to ensure confidentiality, integrity, and availability of your data. To learn more about Keap’s data security click here.
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Infusionsoft
What happened to Infusionsoft?
We officially changed our company name from Infusionsoft to Keap in January 2019. Keap represents the grit and passion entrepreneurs put in each day to keep going, keep serving, and keep growing. Learn more
How can I purchase Infusionsoft?
You can get started with Max Classic (formerly Infusionsoft) by reaching out to your sales representative who can’t wait to help you grow your business. to get started.
