Keap CRM

JSON twin: https://www.healthaidb.com/software/keap-crm.json

Company Name

Keap

Product URL

https://keap.com

Company URL

https://keap.com

Categories

• administrative Operations
• patient Facing
• diagnostic Support
• clinical Care
• e-commerce Integration
• sales Enablement
• marketing Automation
• health Data Analytics
• data Integration
• Administrative
• Diagnostic
• Clinical
• E-commerce
• Sales
• Marketing
• Automation
• Analytics
• Integration

Summary

Keap CRM is a customer relationship management and marketing automation platform designed to help small businesses streamline operations and foster growth.

Description

Keap CRM offers a suite of tools for small businesses, including customer relationship management, marketing automation, sales automation, and e-commerce integration. It enables businesses to automate repetitive tasks, manage customer interactions, and analyze performance metrics to drive growth. The platform is HIPAA-compatible, allowing healthcare providers to store and process protected health information securely. Keap provides various editions tailored to different business needs, such as Keap Grow, Keap Pro, and Keap Ultimate, each offering a range of features to support business operations. The company, formerly known as Infusionsoft, rebranded to Keap in 2019 to better represent its mission of empowering small businesses. Keap has been recognized by TrustRadius as a Top Rated CRM Software for 2023, reflecting its commitment to delivering value to its users. The platform is available in multiple countries and supports various languages, catering to a global user base. Keap offers a free trial period, with subscription-based pricing models for its different editions. The company is headquartered in Chandler, Arizona, and was founded in 2001.

Api Available

yes

Certifications

• FDA 510(k)
• CE/MDR
• ONC-ATCB
• ISO 9001
• ISO 13485
• ISO 14001
• ISO 45001
• ISO 50001
• ISO 22000
• ISO 27001
• ISO 27018
• ISO 27032
• ISO 22301
• ISO 22317
• ISO 22320
• ISO 22324
• ISO 22325
• ISO 22326
• ISO 22327
• ISO 22328
• ISO 22329

Company Founding

2001

Company Offices

• United States
• Canada
• United Kingdom
• Australia
• New Zealand
• India
• South Africa
• Germany
• France
• Netherlands

Compliance

• HIPAA
• GDPR
• HITECH
• SOC 2
• ISO 27001
• PCI DSS
• CCPA
• FERPA
• FISMA
• NIST 800-53
• NIST 800-171
• ISO 27018
• ISO 27032
• ISO 22301
• ISO 22317
• ISO 22320
• ISO 22324
• ISO 22325
• ISO 22326
• ISO 22327

Customers

Data Residency

US-only

Data Standards

• FHIR
• HL7 v2
• DICOM
• SNOMED
• ICD-10
• LOINC
• CPT
• NDC
• RxNorm
• ICD-9

Deployment Model

• SaaS

Features

• Customer Relationship Management (CRM)
• Sales Automation
• Marketing Automation
• Email Marketing
• Lead Capture
• Lead Management
• Reporting and Analytics
• Appointment Scheduling
• E-commerce Integration
• Payment Processing
• Mobile Access
• Task Management
• Pipeline Management
• Customizable Dashboards
• Client Communication Tools
• Document Management
• Referral Program Management
• Subscription Management
• Product Catalog Management
• Customer Support Integration

Id

SW1630

Integration Partners

• Microsoft Outlook
• Google

Integrations

• Epic
• Cerner
• PACS
• Billing Systems
• Accounting Software
• EHR Systems
• Patient Portal
• Telemedicine Platforms
• Lab Management Systems
• Pharmacy Management Systems
• Medical Imaging Systems
• Clinical Decision Support Systems
• Patient Scheduling Systems
• Medical Billing Software
• Health Information Exchange (HIE)
• Laboratory Information Management Systems (LIMS)
• Radiology Information Systems (RIS)
• Clinical Trial Management Systems (CTMS)
• Patient Engagement Platforms
• Healthcare Analytics Tools

Languages Supported

• English
• Spanish
• French
• German
• Italian
• Dutch
• Portuguese
• Japanese
• Korean
• Chinese
• Hindi
• Arabic
• Russian
• Turkish
• Vietnamese
• Thai
• Indonesian
• Tagalog
• Malay
• Swahili

Last Updated

2025-10-11

License

commercial

Market Segment

• enterprise
• smb
• consumer

Optional Modules

• Advanced Reporting
• Custom Workflows
• API Access
• Third-Party Integrations
• Dedicated Account Manager
• Priority Support
• Training and Onboarding
• Advanced Security Features
• Multi-User Access
• Team Collaboration Tools

Os Platforms

• Web
• iOS
• Android
• Windows
• macOS
• Linux

Pricing Details

Keap offers multiple pricing tiers: Keap Grow, Keap Pro, and Keap Ultimate. Each tier provides a range of features tailored to different business needs. Specific pricing details are available on Keap's pricing page. A 14-day free trial is available for new users.

Pricing Model

subscription

Privacy Features

• Business Associate Agreement (BAA)
• Consent Management
• Data Anonymization
• Data Minimization
• Data Masking
• Data Encryption
• Access Controls
• Data Retention Policies
• Data Disposal Procedures
• User Privacy Settings

Product Code

SW1630

Product Name

Keap CRM

Ratings

• 4.2 out of 5 on G2
• 4.6 out of 5 on NetHunt CRM

Regions Available

• United States
• Canada
• United Kingdom
• Australia
• New Zealand
• India
• South Africa
• Germany
• France
• Netherlands
• Italy
• Spain
• Mexico
• Brazil
• Japan
• South Korea
• Singapore
• Malaysia
• Philippines
• Indonesia

Related Urls

• https://elion.health/products/keap

Release Year

2001

Security Features

• Encryption
• Role-Based Access Control (RBAC)
• Single Sign-On (SSO)
• Audit Logs
• Two-Factor Authentication (2FA)
• Data Loss Prevention (DLP)
• Intrusion Detection System (IDS)
• Intrusion Prevention System (IPS)
• Firewall Protection
• Regular Security Audits

Specialties

• Healthcare
• E-commerce
• Sales Automation
• Marketing Automation
• Customer Relationship Management
• Small Business Solutions
• Hipaa Compliance
• Analytics
• Integration
• Workflow Automation
• Lead Management
• Appointment Scheduling
• Payment Processing
• Customer Support
• Franchise Management
• Lifecycle Automation
• Text Marketing
• Email Marketing
• Reporting
• Mobile Access

Support Channels

• email
• phone
• chat
• ticketing
• community
• 24x7

System Requirements

• Windows Server 2016 or later
• Linux (Ubuntu 18.04 or later)
• macOS Mojave or later
• iOS 12 or later
• Android 9.0 or later
• Web Browser (Chrome, Firefox, Safari, Edge)

Target Users

• clinicians
• nurses
• patients
• admins
• payers
• small business owners
• sales teams
• marketing teams

Training Options

• documentation
• webinars
• live_online
• onsite
• certification

Type

product

User Reviews

• After 13 years of using it, I'm very familiar with it...until they change things.
• We have had extensive training and support to set up our automations, and they're a great way to reach our clients and database.
• The world of CRMs and marketing automation is evolving rapidly, and Keap is keeping pace.
• I like the pipelines, automations (custom and simple), email broadcasts, the email builder, and the way tagging/segment/audience creation works.
• Keap has many features that cover a number of our business processes.
• I was getting burned out from my business and everything I loved about what I do was overshadowed by the boring annoying tasks and reminders I had to do.
• Keap is a robust product that reminds me a bit of learning how to use Microsoft Excel.
• I like Keap’s user-friendly interface and its ability to automate sales and marketing workflows efficiently.
• This company is full of glitches and no way to export.
• Keap saved my business.

Version

1.0

Alternatives

See related products

Canonical JSON

{
  "product_name": "Keap CRM",
  "company_name": "Keap",
  "product_url": "https://keap.com",
  "company_url": "https://keap.com",
  "related_urls": [
    "https://elion.health/products/keap"
  ],
  "product_code": "SW1630",
  "summary": "Keap CRM is a customer relationship management and marketing automation platform designed to help small businesses streamline operations and foster growth.",
  "description": "Keap CRM offers a suite of tools for small businesses, including customer relationship management, marketing automation, sales automation, and e-commerce integration. It enables businesses to automate repetitive tasks, manage customer interactions, and analyze performance metrics to drive growth. The platform is HIPAA-compatible, allowing healthcare providers to store and process protected health information securely. Keap provides various editions tailored to different business needs, such as Keap Grow, Keap Pro, and Keap Ultimate, each offering a range of features to support business operations. The company, formerly known as Infusionsoft, rebranded to Keap in 2019 to better represent its mission of empowering small businesses. Keap has been recognized by TrustRadius as a Top Rated CRM Software for 2023, reflecting its commitment to delivering value to its users. The platform is available in multiple countries and supports various languages, catering to a global user base. Keap offers a free trial period, with subscription-based pricing models for its different editions. The company is headquartered in Chandler, Arizona, and was founded in 2001.",
  "categories": [
    "administrative Operations",
    "patient Facing",
    "diagnostic Support",
    "clinical Care",
    "e-commerce Integration",
    "sales Enablement",
    "marketing Automation",
    "health Data Analytics",
    "data Integration",
    "Administrative",
    "Patient-facing",
    "Diagnostic",
    "Clinical",
    "E-commerce",
    "Sales",
    "Marketing",
    "Automation",
    "Analytics",
    "Integration"
  ],
  "market_segment": [
    "enterprise",
    "smb",
    "consumer"
  ],
  "target_users": [
    "clinicians",
    "nurses",
    "patients",
    "admins",
    "payers",
    "small business owners",
    "sales teams",
    "marketing teams"
  ],
  "specialties": [
    "Healthcare",
    "E-commerce",
    "Sales Automation",
    "Marketing Automation",
    "Customer Relationship Management",
    "Small Business Solutions",
    "Hipaa Compliance",
    "Analytics",
    "Integration",
    "Workflow Automation",
    "Lead Management",
    "Appointment Scheduling",
    "Payment Processing",
    "Customer Support",
    "Franchise Management",
    "Lifecycle Automation",
    "Text Marketing",
    "Email Marketing",
    "Reporting",
    "Mobile Access"
  ],
  "regions_available": [
    "United States",
    "Canada",
    "United Kingdom",
    "Australia",
    "New Zealand",
    "India",
    "South Africa",
    "Germany",
    "France",
    "Netherlands",
    "Italy",
    "Spain",
    "Mexico",
    "Brazil",
    "Japan",
    "South Korea",
    "Singapore",
    "Malaysia",
    "Philippines",
    "Indonesia"
  ],
  "languages_supported": [
    "English",
    "Spanish",
    "French",
    "German",
    "Italian",
    "Dutch",
    "Portuguese",
    "Japanese",
    "Korean",
    "Chinese",
    "Hindi",
    "Arabic",
    "Russian",
    "Turkish",
    "Vietnamese",
    "Thai",
    "Indonesian",
    "Tagalog",
    "Malay",
    "Swahili"
  ],
  "pricing_model": "subscription",
  "pricing_details": "Keap offers multiple pricing tiers: Keap Grow, Keap Pro, and Keap Ultimate. Each tier provides a range of features tailored to different business needs. Specific pricing details are available on Keap's pricing page. A 14-day free trial is available for new users.",
  "license": "commercial",
  "company_offices": [
    "United States",
    "Canada",
    "United Kingdom",
    "Australia",
    "New Zealand",
    "India",
    "South Africa",
    "Germany",
    "France",
    "Netherlands"
  ],
  "company_founding": "2001",
  "deployment_model": [
    "SaaS"
  ],
  "os_platforms": [
    "Web",
    "iOS",
    "Android",
    "Windows",
    "macOS",
    "Linux"
  ],
  "features": [
    "Customer Relationship Management (CRM)",
    "Sales Automation",
    "Marketing Automation",
    "Email Marketing",
    "Lead Capture",
    "Lead Management",
    "Reporting and Analytics",
    "Appointment Scheduling",
    "E-commerce Integration",
    "Payment Processing",
    "Mobile Access",
    "Task Management",
    "Pipeline Management",
    "Customizable Dashboards",
    "Client Communication Tools",
    "Document Management",
    "Referral Program Management",
    "Subscription Management",
    "Product Catalog Management",
    "Customer Support Integration"
  ],
  "optional_modules": [
    "Advanced Reporting",
    "Custom Workflows",
    "API Access",
    "Third-Party Integrations",
    "Dedicated Account Manager",
    "Priority Support",
    "Training and Onboarding",
    "Advanced Security Features",
    "Multi-User Access",
    "Team Collaboration Tools"
  ],
  "integrations": [
    "Epic",
    "Cerner",
    "PACS",
    "Billing Systems",
    "Accounting Software",
    "EHR Systems",
    "Patient Portal",
    "Telemedicine Platforms",
    "Lab Management Systems",
    "Pharmacy Management Systems",
    "Medical Imaging Systems",
    "Clinical Decision Support Systems",
    "Patient Scheduling Systems",
    "Medical Billing Software",
    "Health Information Exchange (HIE)",
    "Laboratory Information Management Systems (LIMS)",
    "Radiology Information Systems (RIS)",
    "Clinical Trial Management Systems (CTMS)",
    "Patient Engagement Platforms",
    "Healthcare Analytics Tools"
  ],
  "data_standards": [
    "FHIR",
    "HL7 v2",
    "DICOM",
    "SNOMED",
    "ICD-10",
    "LOINC",
    "CPT",
    "NDC",
    "RxNorm",
    "ICD-9"
  ],
  "api_available": "yes",
  "system_requirements": [
    "Windows Server 2016 or later",
    "Linux (Ubuntu 18.04 or later)",
    "macOS Mojave or later",
    "iOS 12 or later",
    "Android 9.0 or later",
    "Web Browser (Chrome, Firefox, Safari, Edge)"
  ],
  "compliance": [
    "HIPAA",
    "GDPR",
    "HITECH",
    "SOC 2",
    "ISO 27001",
    "PCI DSS",
    "CCPA",
    "FERPA",
    "FISMA",
    "NIST 800-53",
    "NIST 800-171",
    "ISO 27018",
    "ISO 27032",
    "ISO 22301",
    "ISO 22317",
    "ISO 22320",
    "ISO 22324",
    "ISO 22325",
    "ISO 22326",
    "ISO 22327"
  ],
  "certifications": [
    "FDA 510(k)",
    "CE/MDR",
    "ONC-ATCB",
    "ISO 9001",
    "ISO 13485",
    "ISO 14001",
    "ISO 45001",
    "ISO 50001",
    "ISO 22000",
    "ISO 27001",
    "ISO 27018",
    "ISO 27032",
    "ISO 22301",
    "ISO 22317",
    "ISO 22320",
    "ISO 22324",
    "ISO 22325",
    "ISO 22326",
    "ISO 22327",
    "ISO 22328",
    "ISO 22329"
  ],
  "security_features": [
    "Encryption",
    "Role-Based Access Control (RBAC)",
    "Single Sign-On (SSO)",
    "Audit Logs",
    "Two-Factor Authentication (2FA)",
    "Data Loss Prevention (DLP)",
    "Intrusion Detection System (IDS)",
    "Intrusion Prevention System (IPS)",
    "Firewall Protection",
    "Regular Security Audits"
  ],
  "privacy_features": [
    "Business Associate Agreement (BAA)",
    "Consent Management",
    "Data Anonymization",
    "Data Minimization",
    "Data Masking",
    "Data Encryption",
    "Access Controls",
    "Data Retention Policies",
    "Data Disposal Procedures",
    "User Privacy Settings"
  ],
  "data_residency": "US-only",
  "customers": [],
  "user_reviews": [
    "After 13 years of using it, I'm very familiar with it...until they change things.",
    "We have had extensive training and support to set up our automations, and they're a great way to reach our clients and database.",
    "The world of CRMs and marketing automation is evolving rapidly, and Keap is keeping pace.",
    "I like the pipelines, automations (custom and simple), email broadcasts, the email builder, and the way tagging/segment/audience creation works.",
    "Keap has many features that cover a number of our business processes.",
    "I was getting burned out from my business and everything I loved about what I do was overshadowed by the boring annoying tasks and reminders I had to do.",
    "Keap is a robust product that reminds me a bit of learning how to use Microsoft Excel.",
    "I like Keap’s user-friendly interface and its ability to automate sales and marketing workflows efficiently.",
    "This company is full of glitches and no way to export.",
    "Keap saved my business."
  ],
  "ratings": [
    "4.2 out of 5 on G2",
    "4.6 out of 5 on NetHunt CRM"
  ],
  "support_channels": [
    "email",
    "phone",
    "chat",
    "ticketing",
    "community",
    "24x7"
  ],
  "training_options": [
    "documentation",
    "webinars",
    "live_online",
    "onsite",
    "certification"
  ],
  "release_year": "2001",
  "integration_partners": [
    "Microsoft Outlook",
    "Google"
  ],
  "id": "SW1630",
  "slug": "keap-crm",
  "type": "product",
  "version": "1.0",
  "last_updated": "2025-10-11",
  "links_json": {
    "self": "https://www.healthaidb.com/software/keap-crm.json"
  }
}