Keap
All-in-one CRM and automation platform built for small businesses that want to sell and follow up without manual effort.
Independent overview by new Mantra · updated September 26, 2026
- Category
- Sales · Marketing
- Pricing
- Single plan ~$299/mo month-to-month (~$249/mo annual), priced by contacts/users
- Implementation
- 2-4 weeks
- Adoption risk
- Low
- Integrates with
- Gmail, Outlook, QuickBooks, Stripe, Zapier
If you are running follow-up, booking and invoicing by hand across separate apps, Keap is worth a look now: the Keap site shows how CRM, email and SMS automation, appointments and payments fit into one subscription, so you can judge it against what you pay for today.
Heads-up: this is an affiliate link — if you buy through it, new Mantra may earn a commission at no cost to you. It doesn’t change our take.
What Keap does
Keap combines a contact database, sales pipeline, email and SMS marketing, appointment scheduling, invoicing, and payment collection into a single platform. Rather than stitching together separate tools, small business owners manage the full customer journey — from capturing a lead to collecting payment — in one place.
The platform is built around automation. You can set up sequences that follow up with new leads, send reminders, trigger emails or texts based on contact behaviour, and move deals through a pipeline without doing each step by hand. Keap describes this as a drag-and-drop builder, positioning it for owners who are not technical.
Keap connects to Gmail, Outlook, QuickBooks, Stripe, and Zapier, and lists over 5,000 integrations through its marketplace. Support options include a customer success manager, a dedicated implementation manager, data migration assistance, and 24/7 help, which is relevant for teams that have limited in-house technical resources.
Key capabilities
CRM and Contact Management
Store and organise your customer and lead list in one place, with the ability to segment contacts and personalise outreach based on their actions and interests.
Sales and Marketing Automation
Build automated follow-up sequences using email and SMS so leads are nurtured and deals progress without manual intervention at every step.
Lead Capture and Management
Create landing pages and forms to collect contact data, then track and manage those leads through a visual sales pipeline.
Appointments, Invoicing, and Payments
Let clients book appointments directly and send invoices automatically, with payment collection handled inside the same platform via Stripe integration.
Reporting and Progress Tracking
Monitor pipeline activity, campaign performance, and business progress through built-in reporting so you can see where growth is coming from.
Best for
- Small business owners who currently handle follow-up and lead nurturing manually and want to automate those workflows
- Service-based businesses that need scheduling, invoicing, and client communication managed in one tool rather than across several apps
- Teams with limited technical staff who need a platform with guided onboarding, migration support, and ongoing customer success resources
- Businesses already using Gmail, Outlook, QuickBooks, or Stripe that want those tools connected to their CRM and automation
- Owners who want a single monthly subscription covering CRM, email, SMS, payments, and pipeline rather than paying for each separately
Worth knowing
- Pricing starts at around $249/month (annual) or $299/month (month-to-month) and scales with the number of contacts and users — this may be a significant commitment for very early-stage or low-revenue businesses.
- Implementation is estimated at two to four weeks, so expect a ramp-up period before the platform is fully operational for your team.
- The platform is designed specifically for small businesses; if your organisation has complex enterprise-level requirements or a large sales team with advanced forecasting needs, it may be worth evaluating tools built for that scale.
- Automation setup requires time and planning upfront — the drag-and-drop builder lowers the technical bar, but getting sequences right still takes deliberate configuration.
- If you only need a lightweight CRM with no marketing or payment features, you may be paying for capabilities you will not use; a more focused tool could be a better fit.
How Keap compares
Keap's starting price of around $249 a month is a useful fit filter: it makes sense when it replaces several tools at once, and less sense when you only need one of them.
vs HubSpot AI
HubSpot is a modular platform — you add hubs and tiers as you grow, and its strongest AI features start at Sales Hub Professional. Keap packages CRM, email and SMS automation, scheduling and invoicing for small service businesses into one plan, which is simpler to buy and run if you do not need HubSpot's breadth.
vs GoHighLevel
Both are all-in-one systems, but GoHighLevel is agency-first: sub-accounts, white-labelling and rebilling drive much of its price. Keap is aimed at the owner-operator running one business, with guided onboarding and migration help, so it fits a service business that wants the automation without the agency machinery.
vs Pipedrive
Pipedrive is a pipeline-first sales CRM, and marketing automation, scheduling and billing are not its focus. Keap bundles those alongside the CRM. If you mainly need to track deals, Pipedrive is lighter and cheaper; if follow-up, bookings and payments are the pain, Keap covers more of it.
vs folk
folk is a lightweight relationship CRM for small teams, priced per member with a free trial. Keap is a heavier commitment that adds marketing automation, invoicing and payments. Choose folk to organise contacts and follow-ups; choose Keap when you want the whole lead-to-payment journey automated.
Related tools
Ready to see Keap in action?
The fair test is simple: add up what you currently spend on CRM, email, texting, scheduling and invoicing, and compare it with Keap's starting price of around $249 a month. If Keap would replace most of that stack, it is worth a proper look.
Heads-up: this is an affiliate link — if you buy through it, new Mantra may earn a commission at no cost to you. It doesn’t change our take.
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