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KeapClose Deals & Manage Relationships

STOA rating

6.4 / 10

Openness

OPENNESS 6/10API 2/3 · Export 0/3 · Contract 2/2 · Integrations 2/2

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Keap runs a developer portal with REST APIs and a sandbox; the page does not say which plans include API access. developer.keap.com, checked 10 Oct 2026 (opens in a new tab)

Contract

Keap can be billed monthly or yearly; cancellation is requested at least 10 days before the next invoice, and a yearly contract carries a $299 early termination fee. keap.com, checked 10 Oct 2026 (opens in a new tab)

Openness note

Public API, plan access not stated. Monthly or yearly billing; yearly has a $299 early exit fee. Own marketplace and Zapier.

What it does

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

AI features

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.

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.