Keap
CRM software
Quote-to-cash software
Email tracking software
Sales acceleration software
Sales analytics software
Landing page builders
Lead capture software
Lead scoring software
Email template builder software
Marketing automation software
SMS marketing software
Invoice management software
Quote management software
Conversion rate optimization tools
Demand generation software
Lead generation software
Accounting & finance software
Insurance software
Insurance CRM software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if Keap and its alternatives fit your requirements.
$299/mo per month
Free Trial
Free version unavailable
Small
Medium
Large
- Professional services (engineering, legal, consulting, etc.)
- Media and communications
- Real estate and property management
What is Keap
Keap is a small-business CRM that combines contact management, sales pipeline tools, and marketing automation in one platform. It is commonly used by service-based SMBs to capture leads, automate follow-ups via email and SMS, and manage basic quoting, invoicing, and payments. The product emphasizes prebuilt automation templates and an integrated approach to sales and marketing workflows rather than a highly modular enterprise CRM architecture.
Unified CRM and automation
Keap brings CRM records, pipeline stages, email/SMS outreach, and automation sequences into a single system. This reduces the need to stitch together multiple point tools for lead capture, follow-up, and basic sales operations. For small teams, the integrated data model can simplify reporting and day-to-day execution compared with using separate marketing and CRM products.
Built-in quoting and invoicing
Keap includes tools for quotes, invoices, and payment collection as part of the core workflow. This supports a quote-to-cash process for SMBs that want sales follow-up and billing in the same place. The approach is typically simpler to deploy than integrating a standalone accounting suite for basic invoicing needs.
Templates for SMB workflows
Keap provides prebuilt campaign and automation templates aimed at common small-business scenarios such as lead nurture, appointment follow-up, and re-engagement. These templates can shorten time-to-value for teams without dedicated marketing operations staff. The platform also supports landing pages and lead capture forms to feed contacts directly into automations.
Limited enterprise CRM depth
Keap is designed primarily for SMB use cases and may not meet requirements for complex enterprise sales processes. Organizations needing advanced territory management, highly granular role-based controls, or extensive customization may find constraints. Larger deployments may also require additional tooling for governance and cross-team coordination.
Reporting and analytics constraints
Keap provides operational reporting, but teams that require deep sales analytics, custom attribution models, or advanced forecasting may need external BI or additional systems. Some analytics use cases depend on consistent data hygiene and careful configuration of stages and automations. This can be a limitation for organizations seeking out-of-the-box advanced revenue intelligence.
Not insurance-specific by default
Although it can be used by insurance agencies as a general-purpose CRM, Keap is not purpose-built as an insurance system of record. Capabilities such as policy administration, carrier integrations, and specialized compliance workflows typically require third-party tools or custom processes. Buyers evaluating it as "insurance CRM software" should validate required data fields, document handling, and audit needs.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Keap (entire platform, single feature-complete offering) | $299 per month (annual billing: $2,988/year). "Starting at" price; final price varies by number of contacts and additional users. | Includes full CRM + marketing + sales automation platform. Starts with 2 user licenses (additional users $39/mo). Contact-based pricing increases with contact volume (enter contacts on pricing page to see specific prices). Required/optional paid implementation services are available. Text marketing Tier 1 (500 messages + 100 voice minutes) is included; higher text tiers are paid. |
Additional pricing / add-ons (official site details):
- Additional users: $39/month per user (FAQ).
- Text marketing tiers: Tier 1 included; Tier 2 $24/mo; Tier 3 $39/mo; Tier 4 $79/mo; Tier 5 $139/mo; Tier 6 $279/mo. Overages: $0.015 per text message; $0.01 per voice minute. Optional text add-ons: 500 texts @ $6/month; local number add-on @ $10/month.
- Keap Pay (payment processing) fees: Monthly fee $0; card transactions 2.99% + $0.30; ACH 1% capped at $10; refund fee $0.30.
- Professional services / implementation: example services listed on official site include Advanced Data Import $999; Ecommerce Data Import $999; Data & Automation Transfer $999-$1,999; Automation transfer $99 per automation; other migration/services starting at $150/hr.
Seller details
Keap, Inc.
Chandler, Arizona, USA
2001
Private
https://keap.com/
https://x.com/keap
https://www.linkedin.com/company/keap/
