JSON twin: https://www.healthaidb.com/software/keap.json
Keap
Keap is a commercial CRM and marketing/sales automation platform designed to help small businesses capture leads, automate follow-up, schedule appointments, accept payments, and manage customers.
Keap (formerly Infusionsoft) provides an all-in-one cloud CRM with visual automation builder, email and SMS marketing, sales pipelines, landing pages/forms, appointment scheduling, invoicing/payments, reporting, integrations (API and Zapier), mobile apps, and professional implementation/support services targeted at small businesses.
yes
2001
US hosted (Keap is US‑based; no public EU‑only hosting option noted)
P0881
2025-09-07
proprietary/commercial
Subscription starting at $249/month (annual billed $2,988/yr) with a limited free trial (no credit card; 25-email limit and feature restrictions). Contact vendor for contact-tier pricing, additional users ($39/mo per user), and enterprise/contact overages; text messaging add‑ons priced separately.
subscription
2001
—
product
1.0
{
"company_name": "Keap",
"company_url": "https://keap.com/",
"company_offices": [
"United States"
],
"company_founding": "2001",
"product_url": "https://keap.com/",
"categories": [
"administrative",
"CRM",
"marketing automation",
"patient-facing",
"patient CRM",
"customer engagement"
],
"market_segment": [
"smb"
],
"links": [
"https://keap.com/",
"https://keap.com/about",
"https://keap.com/pricing",
"https://keap.com/contact",
"https://keap.com/legal/data-security",
"https://keap.com/legal/hipaa-compliance",
"https://elion.health/categories/patient-crm/products",
"https://www.g2.com/products/keap/reviews",
"https://www.capterra.com/p/119522/Keap/"
],
"summary": "Keap is a commercial CRM and marketing/sales automation platform designed to help small businesses capture leads, automate follow-up, schedule appointments, accept payments, and manage customers.",
"description": "Keap (formerly Infusionsoft) provides an all-in-one cloud CRM with visual automation builder, email and SMS marketing, sales pipelines, landing pages/forms, appointment scheduling, invoicing/payments, reporting, integrations (API and Zapier), mobile apps, and professional implementation/support services targeted at small businesses.",
"target_users": [
"small business owners",
"sales teams",
"marketing teams",
"customer service/admin staff",
"agencies",
"franchise operators"
],
"specialties": [],
"regions_available": [
"United States",
"Canada",
"United Kingdom",
"Australia",
"New Zealand",
"International"
],
"languages_supported": [
"English"
],
"pricing_model": "subscription",
"pricing_details": "Subscription starting at $249/month (annual billed $2,988/yr) with a limited free trial (no credit card; 25-email limit and feature restrictions). Contact vendor for contact-tier pricing, additional users ($39/mo per user), and enterprise/contact overages; text messaging add‑ons priced separately.",
"license": "proprietary/commercial",
"deployment_model": [
"SaaS"
],
"os_platforms": [
"Web",
"iOS",
"Android"
],
"features": [
"Contact & lead management (CRM)",
"Email marketing & broadcast campaigns",
"Marketing automation / sequences",
"Landing pages & web forms",
"Appointments & calendar",
"Sales pipeline management",
"Quotes & invoicing",
"Recurring payments & subscriptions",
"Checkout forms / e‑commerce",
"SMS / text marketing",
"Reporting & analytics",
"Payment processing (Keap Pay) / merchant integrations",
"Contact tags & custom fields",
"Integrations / marketplace apps",
"REST API and webhooks (REST Hooks)"
],
"optional_modules": [
"Keap Pro / Keap Max tiers (advanced feature tiers)",
"HIPAA Security Controls (enable for BAA)",
"Payments / upgraded payment integrations",
"Keap Business Line (phone/SMS business number)"
],
"integrations": [
"Zapier",
"QuickBooks",
"Stripe",
"PayPal",
"WordPress",
"Shopify",
"Common marketplace third‑party apps (via Keap Marketplace / Zapier)"
],
"data_standards": [],
"api_available": "yes",
"system_requirements": "",
"compliance": [
"HIPAA (offers BAA)",
"HITECH",
"GDPR (data subject rights/processes referenced)"
],
"certifications": [],
"security_features": [
"Encryption in transit (TLS)",
"Encryption at rest (where applicable)",
"Role based access controls (RBAC)",
"SSO / SAML (enterprise authentication options)",
"Two‑factor authentication (2FA)",
"Audit logs / activity logging"
],
"privacy_features": [
"Business Associate Agreement (BAA) available",
"Controls to enable HIPAA security mode",
"Customer data access controls"
],
"data_residency": "US hosted (Keap is US‑based; no public EU‑only hosting option noted)",
"customers": [
"Burleson Orthodontics",
"Presidential Pools",
"Iron Tribe Fitness",
"Gleason Tax & Financial Planning",
"Hear and Play (Jermaine Griggs)",
"Business Made Simple",
"Vix Reitano (Vix)",
"Avalon Pharmacy",
"The Appreciation Company",
"Blue Cow Creative (Creative Consulting)",
"Private Counsel (law firm)",
"Minutes Matter (design software company)",
"Original Runner Company (event supply retailer)",
"PTex (marketing agency)",
"Math Plus Academy"
],
"user_reviews": [
"'Powerful automation and campaign builder — once set up it saves tons of time.'",
"'Steep learning curve; it does a lot but takes time to configure.'",
"'Customer support can be slow and onboarding pricey for small businesses.'",
"'Pricing is high for small teams — great features but expensive.'",
"'Email deliverability/IP issues reported by multiple users.'",
"'The visual Campaign Builder is excellent and intuitive compared to competitors.'",
"'We doubled revenue after implementing Keap automations.'",
"'Integration friction with some payment and e‑commerce setups.'",
"'Support via phone/chat exists but resolution can be inconsistent.'",
"'Keap is feature-rich but can feel overcomplicated for simple use cases.'"
],
"ratings": [
"G2: 4.2/5 (approx, based on G2 listings)",
"Capterra: ~4.2/5 (user reviews)",
"TrustRadius: ~8.1/10 (user score)",
"Trustpilot: ~1.3/5 (consumer reviews)",
"Gartner Peer Insights / Gartner Reviews: ~4.2/5 (user reviews)"
],
"support_channels": [
"email",
"phone",
"chat",
"ticketing",
"community_forum",
"knowledge_base",
"onboarding/implementation_support"
],
"training_options": [
"documentation",
"webinars",
"live_online_training",
"partner_implementation",
"on-demand_videos",
"Keap University (self-paced)"
],
"release_year": "2001",
"integration_partners": [
"Zapier",
"QuickBooks",
"Stripe",
"PayPal",
"Shopify",
"WooCommerce",
"WordPress",
"Google Workspace (Gmail/Calendar)",
"Calendly",
"PlusThis",
"ActiveCampaign (migration/compare)",
"Twilio (SMS)",
"Zapier Partners (connector ecosystem)",
"Google Cloud (customer/partner references)",
"Zapier-enabled apps (general)"
],
"id": "P0881",
"slug": "keap",
"type": "product",
"version": "1.0",
"last_updated": "2025-09-07",
"links_json": {
"self": "https://www.healthaidb.com/software/keap.json"
}
}