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Keap: AI marketing for small teams

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Keap helps you run marketing and follow-ups by this route: one CRM, email and pipeline platform for a single business, with tiered contact pricing. It is best for one business that wants a CRM with set-up help. People also use it to automate repetitive work. It combines a CRM, email and a pipeline, with tiered contact pricing.

Illustrative preview: a CRM organizing contacts and follow-ups
Illustrative preview

What it does

One CRM, email and pipeline platform for a single business, with tiered contact pricing.

Editorial note

Keap is for one business that wants a CRM with set-up help. It combines a CRM, email and a pipeline, with tiered contact pricing. The record says the free trial needs no credit card and limits emails, payments and texts, and lists paid plans from $299 a month.

Who it’s for

One business that wants a CRM with set-up help.

Key use cases

What you can do with it

One CRM, email and pipeline platform for a single business, with tiered contact pricing.

How to use Keap: step-by-step tutorial

Five to eight steps from the account to a first useful result. Where the official guide names a control, the step uses that name. Where it does not, the step stays general.

  1. Open keap.com and start the trial. Use it on one real task before the trial ends.
  2. The updated Automation Builder is in the Pro, Max, and Ultimate editions. On Max Classic, open Settings, then General application settings, and set Enable Keap Ultimate Navigation? to Yes.
  3. Go to Automation, then My Automation. Click Create an Automation and select Advance Automation.
  4. On the left side of the builder, switch to When. Drag a trigger onto the canvas, such as a submitted form or a product purchase.
  5. Switch to Then and drag the action that should run after that trigger. A sequence is the set of actions that run once the goal is met. You can combine more than one goal and process in the same automation.
  6. A yellow dot means a change is not published yet. A red dot means something still has to be set up before that step can be published.

These steps follow official guides: Advanced Automation course FAQ; Updated Automation Builder. Checked Oct 24, 2026.

Frequently asked questions

What does Keap help you do?

One CRM, email and pipeline platform for a single business, with tiered contact pricing.

Is Keap free?

Free trial. Keap’s FAQ says the free trial needs no credit card, and it limits emails, payments and texts.

How much does Keap cost?

Paid plans start at $299/mo, per the official pricing page. Confirm the figure before you buy.

Who is Keap best for?

One business that wants a CRM with set-up help.

How do you use Keap?

Follow the tutorial on this page. The steps cite the official guide and stop at a first result.

Pricing

Prices checked on the official pricing page.

Paid plans from $299/mo.

Facts

Access
Free trial
Paid plans from
$299/mo
Checked
Category
Category: Marketing tools (49 in the library).
On the record
Keap’s FAQ says the free trial needs no credit card, and it limits emails, payments and texts.
Sources