Features & Quick Stats
Key Features
- CRM for managing contacts, communication history, tasks, and sales opportunities
- Automated email and text follow-up workflows for lead nurturing and client engagement
- Drag-and-drop automation builder with prebuilt workflow templates
- Appointment scheduling with automated reminders and calendar integrations
- Sales pipeline tracking and workflow visibility across teams
- Integrations with thousands of third-party applications to reduce manual data entry and connect operational systems
Core Business
Keap provides CRM, sales automation, and marketing automation software for small businesses and service-based organizations. The platform combines contact management, lead capture, automated communications, scheduling, invoicing, and workflow automation in a single system designed to reduce manual work and improve operational consistency.
How Keap Helps Independent Agents & Brokers
Keap helps agencies automate follow-up, organize prospect and client activity, and reduce time spent on manual administrative work. Teams can build repeatable workflows for lead intake, appointment scheduling, onboarding, renewals, and ongoing client communication while maintaining visibility into pipeline activity and customer interactions. Automation and integrations help reduce missed follow-ups, improve response times, and support more consistent client experiences across the agency lifecycle.