# Keap
*Also known as Keap*

- Website: https://keap.com
- Location: Grapevine, TX, United States
- Agent profile: https://directory.haycion.ai/agents/keap-com

> Keap is a software company that helps small businesses grow by automating customer relationships, marketing, and sales.

Keap is a software company that helps small businesses grow by automating customer relationships, marketing, and sales. It provides a unified platform for customer relationship management, marketing automation, lead capture, sales pipeline management, scheduling, invoicing, and integrations with other business apps. Keap serves small business owners across diverse industries and supports both independent teams and franchises with onboarding, training, and resources. The platform emphasizes automation to save time, improve consistency, and scale operations, enabling users to nurture leads, manage customer data, and streamline communications. Keap offers an ecosystem of resources, partnerships, and learning programs designed to help customers implement automation effectively and grow their businesses. The organization positions itself as a long-standing ally for small businesses, focusing on practical tools and support to help customers win more customers and operate more efficiently. Keap is a brand of Thryv, Inc., reflecting a commitment to helping small businesses succeed through accessible technology and ongoing innovation.

**Mission:** To empower small businesses to succeed by providing accessible automation that simplifies marketing, sales, and customer management.

## Products & Services

### [Keap CRM](https://keap.com/solutions/best-crm-for-small-businesses)
*Platform*
Automate customer relationships and marketing to scale your small business.

- **Customer List Management** — Centralize Customer Data
- **Follow Up Automatically With Your Leads** — Convert Leads With Automation
- **Opportunity Management** — Manage Opportunities Seamlessly
- **Sales Process Automation** — Streamline Sales Process
- **Sales Automation** — Streamline Sales Processes
- **Marketing Automation** — Automate Follow-Ups
- **Email Marketing** — Engage Customers Via Email
- **Reporting** — Gain Insightful Reports
- **Lead Capture** — Convert Leads
- **App Integrations** — Connect Your Tools
- **Lifecycle Automation** — Foster Long-Term Growth
- **Lead Management** — Organize Your Leads Effectively
- **Analytics & Reporting** — Track Data Performance
- **Dedicated Mobile Number** — Streamline Communication
- **Keap Academy** — Enhance Skillset
- **Text Marketing** — Boost Engagement Through SMS

### [Invoices](https://keap.com/solutions/invoices-payments)
*Product*
Automate billing processes to save time and streamline payments.

- **Invoices Automation** — Streamlines Billing Processes
- **Payment Options Integration** — Improves Payment Flexibility
- **Recurring Invoices** — Automates Regular Billing
- **Invoice Tracking** — Real-time Invoice Monitoring
- **Customizable Invoice Templates** — Enhances Brand Recognition

### [Appointments](https://keap.com/solutions/appointments)
*Product*
Easily schedule meetings with leads and customers.

- **Appointment Scheduling** — Streamlines Scheduling Process
- **Reminders** — Reduces No-Shows
- **Integrations** — Enhances Workflow

### [Text Marketing](https://keap.com/solutions/messages)
*Product*
Enhance customer engagement with automated text messaging.

- **Text Marketing** — Enhance Customer Communication
- **Automated Messaging** — Integrate SMS into Workflows

### [Small Business Automation](https://keap.com/solutions/automation)
*Platform*
Streamline your operations and enhance growth through automated marketing, sales, and customer management.

- **Automation** — Automate Business Processes
- **Sales Automation** — Increase Sales Efficiency
- **CRM Integration** — Centralize Customer Data
- **Email Marketing** — Drive Engagement
- **Lead Capture** — Collect Leads Efficiently
- **Invoicing** — Automate Invoicing

## Market Segments

- **Customer relationship management**: Centralize customer records, opportunity tracking, sales automation, contact management, and reporting for small businesses.
- **Marketing automation and lead nurture**: Automate email campaigns, lead capture, lifecycle workflows, and campaign analytics to convert and retain customers.
- **Billing and invoicing**: Automate invoicing workflows including recurring billing, payment integrations, tracking, and branded invoice templates.
- **Appointment scheduling and calendar management**: Online booking, calendar integrations, and automated reminders to manage appointments and reduce no-shows.

## Ideal Customer Profiles

### Small Businesses Seeking Unified CRM And Automation
Small businesses seeking an all-in-one CRM and automation platform.
- Industry: Small Business, Retail, Service-based industries
- Geography: North America and Global Markets
- Pain points: Manual processes, fragmented tools, scaling limitations, invoicing inefficiencies
- Business goals: Grow revenue, streamline operations, improve cash flow
- Positioning: A unified platform that simplifies CRM, marketing automation, scheduling, and invoicing to help small businesses scale efficiently.

#### Persona: Small Business Owner
- Needs: Simple onboarding, reliable support, all-in-one tools
- Goals: Grow customers, improve operational efficiency, stabilize cash flow
- Challenges: Limited time, juggling multiple roles, tool overload
- Pain points: Data silos, manual processes, inconsistent customer experiences
- Solution: Leverage Keap CRM with marketing automation, Appointments, and Invoices to automate customer journeys and billing

#### Persona: Operations Manager
- Needs: Reliable workflows, clear reporting, scalable processes
- Goals: Standardize operations, reduce manual work, improve customer experience
- Challenges: Data silos, inconsistent processes across teams
- Pain points: Manual data entry, fragmented tools, delays in follow-up
- Solution: Using Keap CRM in combination with Small Business Automation, Appointments, and Invoices to standardize workflows and improve follow-up efficiency

### Franchises And Agencies Seeking Scalable Automation
Franchise networks and agencies seeking scalable automation and consistent customer experiences.
- Industry: Franchise Networks, Agencies, Service Providers
- Geography: North America and Global Markets
- Pain points: Brand consistency across locations, onboarding new units, cross-location data silos, duplicative workflows
- Business goals: Standardize operations, scale growth, measure performance, reduce onboarding time
- Positioning: A unified platform enables scalable operations, brand consistency, and automated marketing and billing for multi-location businesses.

#### Persona: Franchise Owner
- Needs: Consistent brand guidelines, scalable onboarding, reliable support
- Goals: Expand network, maximize profitability, ensure compliance
- Challenges: Maintaining consistency across locations, onboarding new units quickly
- Pain points: Fragmented tech stack, inconsistent customer experiences across locations
- Solution: Keap CRM and Small Business Automation standardize processes, automate marketing and scheduling, and simplify invoicing across locations

#### Persona: Franchise Operations Manager
- Needs: Centralized analytics, consistent KPIs, scalable onboarding
- Goals: Improve efficiency across locations, maintain brand standards
- Challenges: Coordinating teams across locations, data visibility
- Pain points: Time-consuming cross-location reporting, manual processes
- Solution: Keap CRM and Small Business Automation deliver centralized data, automated workflows, and consistent customer communications

### Solopreneurs And Independent Professionals
Independent professionals seeking affordable, easy-to-use CRM and marketing automation.
- Industry: Solopreneurs, Independent Professionals, Service Providers
- Geography: North America and Global Markets
- Pain points: Time constraints, manual workflows, difficulty scaling
- Business goals: Acquire more clients, automate routine tasks, improve cash flow
- Positioning: An integrated, easy-to-use platform that automates client management, marketing, and billing for solo professionals.

#### Persona: Solopreneur Service Provider
- Needs: All-in-one tool, straightforward onboarding
- Goals: Grow client base, streamline operations
- Challenges: Limited time, manual admin tasks
- Pain points: Disjointed client communications, late payments
- Solution: Keap CRM with marketing automation, Appointments, and Invoices streamline client management and billing

#### Persona: Freelancer Or Independent Consultant
- Needs: Lead capture, easy invoicing, automation
- Goals: Increase bookings, scale operations
- Challenges: Manual follow-ups, fragmented data
- Pain points: Inconsistent client communications, cash flow gaps
- Solution: Keap CRM with Text Marketing, Appointments, and Invoices automate lead capture, communications, and billing