Used For

• +**Manually following up with 50 leads every week** → Keap sends personalized emails when someone downloads your guide or clicks a link
• +**Chasing clients for payments with awkward emails** → Automated invoices with one-click payment links that actually get paid
• +**Forgetting where each prospect is in your sales process** → Visual pipeline where you drag leads between stages and automations fire automatically
• +Captures leads from your website and social media, then tags them based on what they do
• +Embeds booking calendars so prospects schedule themselves instead of the back-and-forth email dance

Best For

• >You're tracking leads in spreadsheets and losing deals because nobody followed up
• >Running a service business where you wear the sales, marketing, and billing hat
• >Your current setup is 4 different tools and you're tired of copying data between them

Not For

• -Teams over 50 people — lacks the advanced permissions and enterprise features you'll eventually need
• -Anyone wanting something simple — the automation builder has a learning curve and you'll spend days setting up workflows
• -Penny-pinchers — starts reasonable but the features you actually want are in higher tiers

Pairs With

• *QuickBooks (for actual accounting because Keap's invoicing is just billing, not full books)
• *Zapier (to connect the 47 other tools Keap doesn't integrate with natively)
• *Calendly (for more advanced scheduling features that Keap's basic calendar can't handle)
• *Mailchimp (if you outgrow Keap's email marketing and need more sophisticated campaigns)
• *Slack (where your team gets pinged about hot leads and pipeline updates)

The Catch

• !You'll spend 1-2 days learning the automation builder or your workflows will be basic and disappointing
• !The drag-and-drop pipeline is great until you realize you need to manually save your contact searches every time
• !It's cloud-only, so when your internet goes down, so does your access to every customer record

Bottom Line

The CRM that actually automates the boring stuff so you can stop playing email tag with prospects.