SoftwareGlimpse
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Keap Review

CRM SOFTWARE

Keap fits SMBs that want automation and marketing tools bundled with CRM. Max Ignite at $249/mo annual is the entry point for two users. Scores reflect first-party research, not hands-on lab testing.

Last updated 2026-08-15Independent editorial review
  • Starting price

    $249.00/user/month

  • Free plan

    No

  • Free trial

    Yes

  • Best for

    Small businesses needing CRM + marketing automation in one platform

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SoftwareGlimpse review

7/10

Good

  • Ease of use7
  • Pipeline management7
  • Sales automation9
  • Email capabilities8
  • Reporting7
  • Customization7
How we score →

Setting up your first pipeline

Official vendor tutorial for onboarding and configuration. It is not a SoftwareGlimpse implementation plan — use our independent guides for rollout judgment.

Official vendor tutorial

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Official vendor tutorial

2.2 - How It Works: Getting Started | Intro to Sales and Marketing Automation

What this shows

  • Keap getting-started orientation
  • sales and marketing automation setup as presented by Keap

Source: Official Keap

What to prepare before this step

  • • Agree pipeline stages that match how your team sells
  • • Decide who owns deals, activities, and reporting
  • • List must-have fields before importing contacts

What this video covers

  • Keap getting-started orientation
  • sales and marketing automation setup as presented by Keap

Keap guides

Practical walkthroughs for setup, rollout, migration, plan choice, and fit — linked from this review so you can decide and implement without hunting the guides hub.