When starting a business, many entrepreneurs rely on a manual “system” of scattered business cards, sticky notes, and excel spreadsheets to track their customer information. But soon, they get tired of not knowing who the hot and cold leads are and feel dread when they think about having to open and follow up on a bunch of email enquiries. 

Then it’s about time to get out of this chaos and invest in software that can do it all for you. A tool that’ll help you generate new leads, nurture them into paying clients and impress them with professional service. In short, a tool that can manage your full customer lifecycle

This is called a CRM – or customer relationship management platform – and is an invaluable tool for every business. Today, we’ll look at one CRM in particular: Keap. In this blog post, we’ll explain what Keap is, what benefits it brings for you, and what the differences between the three versions of Keap are. Let’s get to it. 


What is Keap? 

Keap is a U.S.-based company that helps small businesses succeed and grow through powerful software since 2001. They offer CRM (customer relationship management), sales and marketing automation, which are crucial tools for every business that wants to expand. These tools let you contact your leads at the right time and provide them with the right information they need so you can ultimately close more sales. The software is accessible via your internet browser from any device and even has mobile apps for iPhone and Android

The benefits of Keap

We’d summarise the main benefit of Keap like this: It lets you turn leads into happy clients. Here’s what Keap can do for you: 

Organise all your information

You’ll find all your prospect’s and customer’s data organised and segmented in one single place. No need to manually search through email conversations or hunt after sticky notes and business cards on your desk. You have access to the full history of your contacts at any time, even on your mobile phone. 

Always stay in touch 

With automated emails and pre-built reminders, you can easily follow up with every lead and customer. No contact will slip through the cracks. Providing your contacts with the right information at the right time was never this straightforward. 

Close more sales 

When you always stay in touch and top of mind with your contacts, you’ll ultimately close more deals. With repeatable sales and marketing processes, you can easily set up appointments, track leads, and get your quotes accepted. 

Automate your daily work

You can finally get your time back. Everything from capturing and tagging new leads, assigning tasks, and sending emails will happen automatically in the background, even while you sleep. With the manual tasks taken care of, you can fully concentrate on providing excellent service for your clients. 

Get paid 

With online invoices and payment reminders, you can now get paid faster and more predictably. Manual follow-ups are eliminated, and the headache around your cash flow resolved. 

Impress your clients 

Lastly, Keap helps you to stand out as a professional business owner who’s easy to work with. Throughout the full customer lifecycle, your leads and clients will have a delightful, smooth experience because everything just works. 

Keap Grow vs. Pro vs. Keap Max explained 

Let’s have an in-depth look at each of Keap’s three software versions. We’ll explain the features, and show who it’s for. 

Keap Lite

Keap Lite is ideal for growing businesses who want to simply automate and manage their sales and marketing. It includes critical tools to secure more business and make your clients happy. 

Client Management – All your prospects’ and clients’ information is in one place, accessible on all your devices. Let’s you connect your Gmail or Outlook inbox to automatically update every contact record. 

Email Marketing – Send one-to-many emails and stay in touch with all of your leads and clients at once.

Tasks and Reminders – Automatically create tasks and reminders for yourself and your team depending on actions taken by your leads and clients. 

Appointments – Let prospects instantly book meetings with you based on your availability and without tedious back-and-forth emails. 

Quotes – Provide your leads with the full details of your pricing and services and let them accept with a single click. 

Invoices and Payments – Create and send invoices electronically that your clients can pay directly, even with their credit card. You can easily track who has paid and rely on automatic reminders to chase late payments. 

Data Migration – The free migration service will transfer all your data from other platforms into Keap when you switch over. 

Keap Lite is for you if you want ….

  • To get rid of manual, inefficient processes and systems.
  • An easy way to manage your sales and marketing in one place.
  • A system that helps you manage your entire business on a daily basis. 
  • To close more sales and impress your customers. 
  • To focus on delivering great service to your clients. 

Keap Pro

Keap Pro is your complete sales and marketing toolkit that you can customise to your needs. It includes all the basic tools from Keap Lite plus the following features:

Campaign Builder for Sales & Marketing Automation – Create email sequences that get sent based on triggers and consistently move your leads from one step to the next. Let’s you automate any process you envision. 

Landing Page Builder – Easily build beautiful landing pages with pre-made templates to promote an ebook, an event, or anything else you want. 

Recurring payments – Automatically charge your client’s credit card and get paid. 

Smart Forms – Capture and store information of your clients that are important to your business. 

Sales Pipeline Automation – Provides you with a clear view of where every lead is in your sales process in a customisable dashboard. 

User roles – Assign different roles and permissions within your team. 

Keap Pro is for you if you want to ….

  • Create a standard automated process for your sales and marketing activities.
  • Increase productivity and efficiency in your business. 
  • Capture leads through web forms and landing pages and automatically trigger customised email campaigns.
  • Get rid of time-consuming, single-purpose tools. 
  • Expand your business and increase profitability. 

Keap Max

Keap Max is your all-in-one CRM, sales and marketing automation platform. It’s ideal for established businesses that want the most powerful, advanced sales and marketing solution. It includes all features* from Keap Lite and Pro, plus the following: 

Lead Scoring & Company Record – This will rank your leads based on their engagement with your marketing so that you can always follow up with the right messages. 

E-commerce – Let’s you sell your services online and handles the entire e-commerce workflow with checkout pages and affiliate tracking. 

Reporting – Provides you with a customisable dashboard to track your sales and marketing performance. 

*Keap Max Classic does not offer the appointment scheduling function. 

Keap Max is for you if you want ….

  • An all-in-one advanced automation platform. 
  • To market and sell your products and services online.
  • Full flexibility and functionality. 


You can get started with Keap Lite for USD 79 per month, with Keap Pro for USD 149 per month, and with Keap Max for USD 199 per month. As we are a certified partner, you can check with us for a discount

Keap typically requires you to purchase a one-time setup that’s USD 199 for Keap Lite and USD 499 for Keap Pro and Keap Max. However, when you sign up with us, this setup fee is waived. Also, we can help you get the most out of your new CRM so that you’re off to a great start immediately. 

If the price still seems a little steep to you, consider this: How much is every new customer worth to you? If Keap would help you win one or two new customers every month, would that already cover the investment in the software? 

Ready to give it a try?

Reading about all the benefits and features of Keap is one thing, actually going into the software and trying it out; another. We’d like to offer you a test-drive of the software before you commit. 

Want to try Keap? Sign up for a free trial by clicking here

Want to try Keap Max? Schedule a demo with us by clicking here

Which tool is the right one for you will ultimately depend on your individual situation and business goals. We are certified partners of Keap and can help you make the right decision if you’re still on the fence about which one to use. 

Why not schedule a FREE Business Automation Call with us and we can discuss how a CRM like Keap can help you automate and grow your business?