Keap

Keap is a CRM and sales and marketing automation platform for small businesses. The company says it started in 2001, built the first all-in-one CRM and automation platform aimed at small business owners, and has been used by over 200,000 small businesses.

The platform combines contact management with tags, lists, filters and custom fields; automation that follows up with leads on a trigger or schedule; email broadcasts, one-to-one email and text messaging from a dedicated business number; landing pages and forms for lead capture; a sales pipeline; appointment scheduling; lead scoring; and automated invoicing and payment collection. Automations are built by dragging and dropping, and the company publishes a "Lifecycle Automation" framework that maps the customer journey from lead capture through follow-up to referrals and repeat business.

Onboarding is not self-serve. Keap requires implementation services in the first year, which pair the customer with a Customer Success Manager, an Implementation Strategy Manager and import and migration specialists who map the lifecycle, move data from the previous system and build the first automations, typically within the first month.

Pricing starts at $299 per month, billed at $2,988 per year, with the price scaling by contact count and implementation services quoted separately. The site now carries a "Keap acquired by Thryv" page, a Thryv Academy learning site and Thryv terms and conditions, so ownership, support and roadmap are worth confirming before committing.