Keap

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Feature	Keap
STOA Rating	7.0
Description	Keap is best for service-based small businesses and solo consultants who want to stop doing everything manually. It combines a CRM, email and text marketing, sales pipeline, invoicing, and appointment scheduling in one place. You can build automated follow-up sequences using a drag-and-drop builder, so leads and customers hear from you even when you're busy. Keap has been used by over 200,000 small businesses for more than 20 years.
Strengths	•All-in-one CRM, marketing, sales, and payments platform •52+ pre-built automation templates speed up setup •20+ years of SMB-focused development and a large support ecosystem •Built-in text marketing and dedicated business phone line •Strong G2 ratings for implementation speed among small businesses
Weaknesses	•Starting price of $299/month is high for very small or early-stage businesses •Required paid onboarding/implementation adds to the upfront cost •Can feel complex to configure without dedicated time or a certified partner •Text marketing features limited to U.S. users only
Key Features	•CRM that tracks every contact, deal, and communication in one place •Drag-and-drop automation builder with 52+ ready-made templates for follow-ups, reminders, and campaigns •Email and text marketing with broadcasts, automated sequences, and deliverability tracking •Sales pipeline to visually move deals through stages and automate next steps •Built-in invoicing, checkout forms, and recurring payment processing •Appointment scheduling that syncs with Gmail or Outlook calendars
Pricing	From $299/mo
Best For	Professional Services / Consulting
AI Features	AI-Powered Keap includes an AI Content Assistant that helps you write emails faster, and an AI Automation Assistant that can build entire campaigns from prompts using proven templates.
Categories	Close Deals & Manage RelationshipsFind & Win Customers
STOA Verdict	Keap is a strong fit for service-based small businesses that need CRM, marketing automation, and invoicing in one tool and are ready to invest time setting it up. The biggest pro is how much it can automate across your whole customer journey — from first contact to getting paid. The biggest con is the price: at $299/month plus required onboarding fees, it's a real commitment for a solo operator or very small team.
	Visit Keap View Profile

Keap

7.0AI

Keap is best for service-based small businesses and solo consultants who want to stop doing everything manually. It combines a CRM, email and text marketing, sales pipeline, invoicing, and appointment scheduling in one place. You can build automated follow-up sequences using a drag-and-drop builder, so leads and customers hear from you even when you're busy. Keap has been used by over 200,000 small businesses for more than 20 years.

Strengths

•All-in-one CRM, marketing, sales, and payments platform
•52+ pre-built automation templates speed up setup
•20+ years of SMB-focused development and a large support ecosystem
•Built-in text marketing and dedicated business phone line
•Strong G2 ratings for implementation speed among small businesses

Weaknesses

•Starting price of $299/month is high for very small or early-stage businesses
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Keap

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