How to Use Keap: Setup Sales Pipeline in Minutes in 2026

Quick Start

This guide covers every Keap feature:

• ابدء — Create account and basic setup
• How to Use Automation Builder — Build automated workflows without code
• How to Use CRM — Manage all contacts in one place
• How to Use Email & Text — Send targeted messages automatically
• How to Use Landing Pages — Capture leads with custom pages
• How to Use Sales Pipeline — Track deals from start to close
• How to Use Lead Management & Tracking — Score and prioritize your best leads
• How to Use Keap AI — Create content and automations faster
• How to Use Email Marketing — Design and send broadcast campaigns
• How to Use Pipeline Management — Visualize your entire sales process

Time needed: 5 minutes per feature

Also in this guide: Pro Tips | Common Mistakes | استكشاف الأخطاء وإصلاحها | التسعير | البدائل

Why Trust This Guide

I’ve used Keap for over two years and tested every feature covered here. This how to use keap tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

Keap is one of the most powerful إدارة علاقات العملاء and automation tools available today.

But most users only scratch the surface of what it can do.

This guide shows you how to use every major feature.

Step by step, with screenshots and pro tips.

Keap Tutorial

This complete Keap tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.

Getting Started with Keap

Before using any feature, complete this one-time setup.

It takes about 3 minutes.

Now let’s walk through each step.

Step 1: Create Your Account

Go to Keap’s website and click “Start Free Trial.”

أدخل بياناتك عمل email and create a password.

Use a business email — free email providers may limit features.

✓ Checkpoint: تحقق من صندوق الوارد for a confirmation email.

Step 2: Complete Your Business Profile

Fill in your business name, industry, and phone number.

Keap uses this info to customize your dashboard and templates.

Here’s what the onboarding screen looks like:

✓ Checkpoint: You should see the main dashboard with your business name.

Step 3: Import Your Contacts

Click “Contacts” in the left menu, then “Import Contacts.”

Upload a CSV file or connect your email provider.

Clean your list before importing — remove duplicates and invalid emails.

How to Use Keap Automation Builder

الأتمتة باني lets you create “when-then” workflows that run without manual effort.

Here’s how to use it step by step.

Watch Automation Builder in action:

Now let’s break down each step.

Step 1: Open the Automation Builder

Go to “Automations” in the left sidebar menu.

Click “Create Automation” in the top right corner.

Choose a pre-built template or start from scratch.

Step 2: Set Your Trigger and Actions

Pick a trigger like “Form Submitted” or “Tag Applied.”

Then add actions such as “Send Email” or “Create Task.”

Drag and drop elements to build your workflow visually.

✓ Checkpoint: You should see a connected sequence of triggers and actions.

Step 3: Activate Your Automation

Review your workflow by clicking “Preview.”

Toggle the automation to “Active” when you’re ready.

Test it by triggering the first action with a test contact.

How to Use Keap CRM

إدارة علاقات العملاء lets you store all lead and customer info in one place for a 360-degree view.

Here’s how to use it step by step.

Watch CRM in action:

Now let’s break down each step.

Step 1: Add a New Contact

Click “Contacts” then the “+” button in the top right.

Enter their name, email, phone number, and company.

Add custom fields for any extra details you need to track.

Step 2: Apply Tags and Segments

Open any contact record and click “Add Tag.”

Use tags like “Lead,” “Customer,” or “VIP” to organize contacts.

Tags let you send targeted messages to the right people.

✓ Checkpoint: Your contact should show the applied tags on their profile.

Step 3: View Contact Activity

Click any contact to see their full history.

You’ll see emails opened, forms submitted, and purchases made.

Use this data to personalize your next outreach.

How to Use Keap Email & Text

البريد الإلكتروني و نص lets you send one-on-one messages and automated sequences to contacts.

Here’s how to use it step by step.

Watch Email & Text in action:

Now let’s break down each step.

Step 1: Open the Messaging Dashboard

Go to “Communications” in the left sidebar.

Select “Email & Text” from the dropdown menu.

You’ll see all recent conversations in one inbox.

Step 2: Compose and Send a Message

Click “New Message” and select a contact.

Choose email or text, then write your message.

Use saved templates to speed up common replies.

✓ Checkpoint: You should see the sent message in the contact’s timeline.

Step 3: Create a Task from a Message

Click the task icon on any message to create a follow-up task.

Set a due date and assign it to yourself or a team member.

This ensures no customer request falls through the cracks.

How to Use Keap Landing Pages

صفحات الهبوط lets you capture leads with custom web forms and pages.

Here’s how to use it step by step.

Watch Landing Pages in action:

Now let’s break down each step.

Step 1: Choose a Landing Page Template

Go to “Marketing” and click “Landing Pages.”

Browse the template library and pick one that fits your goal.

Templates include lead capture, webinar signup, and checkout pages.

Step 2: Customize Your Page

Use the drag-and-drop editor to change text, images, and colors.

Add a form that captures the exact fields you need.

Connect the form to a tag or automation for instant follow-up.

✓ Checkpoint: Preview your page on both desktop and mobile views.

Step 3: Publish and Share

Click “Publish” to make your page live.

Copy the URL and share it in emails, ads, or وسائل التواصل الاجتماعي.

Embed the form on your website for even more lead captures.

How to Use Keap Sales Pipeline

مسار المبيعات lets you track every deal from first contact to closed sale.

Here’s how to use it step by step.

Watch Sales Pipeline in action:

Now let’s break down each step.

Step 1: Set Up Your Pipeline Stages

Go to “Sales” and click “Pipeline.”

Name your pipeline and add stages like “New Lead,” “Proposal Sent,” and “Won.”

Customize stage names to match your actual sales process.

Step 2: Add Deals to the Pipeline

Click “Add Deal” and link it to an existing contact.

Enter the deal value, expected close date, and notes.

Drag deals between stages as they progress.

✓ Checkpoint: You should see your deals organized in a Kanban-style board.

Step 3: Automate Pipeline Actions

Set up automations that trigger when deals move between stages.

For example, send a follow-up email when a deal enters “Proposal Sent.”

This removes manual work and speeds up your sales cycle.

How to Use Keap Lead Management & Tracking

Lead Management & Tracking lets you score, sort, and prioritize your hottest leads.

Here’s how to use it step by step.

Watch Lead Management in action:

Now let’s break down each step.

Step 1: Set Up Lead Scoring Rules

Go to “Settings” and find “Lead Scoring.”

Assign point values based on actions like email opens or form fills.

Higher scores mean hotter leads ready for outreach.

Step 2: View and Filter Your Leads

Open the Contacts list and sort by lead score.

Filter by tags, source, or activity level to find top prospects.

Save your filters as custom views for quick access.

✓ Checkpoint: You should see leads sorted by engagement level.

Step 3: Trigger Actions for Hot Leads

Create automations that fire when a lead hits a certain score.

Notify your sales team or send a personalized offer automatically.

This ensures your best leads get attention at the right time.

How to Use Keap AI

Keap AI lets you generate email content, automation sequences, and campaign ideas in seconds.

Here’s how to use it step by step.

Watch Keap AI in action:

Now let’s break down each step.

Step 1: Access the AI Automation Assistant

Open the Automations section and click “مساعد الذكاء الاصطناعي.

You’ll see over 30 pre-built campaign templates called “plays.”

Choose a play for lead generation, conversion, or customer satisfaction.

Step 2: Generate Content with AI

Select any email in your automation and click “Write with AI.”

Enter a brief description of what you want to say.

Keap AI generates a complete email draft you can edit.

✓ Checkpoint: You should see a ready-to-edit AI-generated email in the editor.

Step 3: Review and Launch

Edit the AI draft to match your brand صوت.

Add personalization tokens like first name or company.

Activate the automation to start sending automatically.

How to Use Keap Email Marketing

التسويق عبر البريد الإلكتروني lets you design and send broadcast campaigns to your entire list or targeted segments.

Here’s how to use it step by step.

Watch Email Marketing in action:

Now let’s break down each step.

Step 1: Create a New Broadcast

Go to “Marketing” and click “Email Broadcasts.”

Click “Create Broadcast” to start a new campaign.

Choose your audience by selecting tags or saved searches.

Step 2: Design Your Email

Pick a professional template from the template library.

Customize colors, images, and copy to match your brand.

Add a clear call-to-action button in every email.

✓ Checkpoint: Preview your email on both desktop and mobile.

Step 3: Send or Schedule

Choose “Send Now” or set a future date and time.

Review your recipient count before hitting send.

Track opens, clicks, and replies in the reporting dashboard.

How to Use Keap Pipeline Management

إدارة خطوط الأنابيب lets you visualize your entire sales process across multiple pipelines.

Here’s how to use it step by step.

Watch Pipeline Management in action:

Now let’s break down each step.

Step 1: Create Multiple Pipelines

Go to “Sales” and click “Pipelines.”

Create separate pipelines for different products or services.

Each pipeline can have unique stages and automation triggers.

Step 2: Customize Pipeline Stages

Click any stage name to rename it or adjust its position.

Add probability percentages to forecast revenue at each stage.

Color-code stages for quick visual scanning.

✓ Checkpoint: You should see multiple pipelines with custom stages.

Step 3: Review Pipeline Reports

Open “Reports” and select “Pipeline Performance.”

See total deal value, conversion rates, and average close time.

Use this data to find bottlenecks and improve your sales process.

Keap Pro Tips and Shortcuts

After testing Keap for over two years, here are my best tips.

اختصارات لوحة المفاتيح

Action	Shortcut
Quick search contacts	Ctrl + K (Cmd + K on ماك)
Create new contact	Ctrl + Shift + N
Navigate to dashboard	Ctrl + D
Open task list	Ctrl + T

Hidden Features Most People Miss

• Play Blueprints: Access free step-by-step guides for common sales processes including goals, action plans, and metrics.
• Custom Dashboard Widgets: Drag and rearrange your dashboard to show only the data that matters to your business.
• 5,000+ Integrations: Connect Keap to your existing tech stack through native integrations and زابير without any coding.

Keap Common Mistakes to Avoid

Mistake #1: Importing Dirty Contact Lists

Mistake #2: Skipping Tag Strategy

Mistake #3: Building Complex Automations Too مبكر

Keap Troubleshooting

Problem: Emails Not Sending

Cause: DKIM authentication is not set up for your domain.

يصلح: Go to Settings > Email > DKIM and follow the DNS setup instructions for your domain provider.

Problem: Contacts Not Showing in Pipeline

Cause: The contact has no deal associated with them in that pipeline.

يصلح: Open the contact record, click “Add Deal,” and assign it to the correct pipeline and stage.

Problem: Automation Not Triggering

Cause: The automation status is set to “Draft” instead of “Active.”

يصلح: Open the automation, check the status toggle in the top right, and switch it to “Active.”

📌 ملحوظة: If none of these fix your issue, contact Keap support via 24/7 live chat or email.

ما هو برنامج Keap؟

كيب is an all-in-one CRM and automation platform built for small businesses to manage contacts, sales, and marketing in one place.

Think of it like having a sales rep, email marketer, and office manager rolled into one software.

Watch this quick overview:

It includes these key features:

• Automation Builder: Create visual “when-then” workflows that run tasks automatically.
• إدارة علاقات العملاء: Store all contact information and interaction history in one place.
• Email & Text: Send one-on-one messages and create tasks from conversations.
• صفحات الهبوط: Build custom lead capture pages with drag-and-drop editing.
• مسار المبيعات: Track deals on a visual Kanban board with automated stage actions.
• Lead Management & Tracking: Score leads and trigger actions based on engagement level.
• Keap AI: Generate email content and campaign sequences with AI assistance.
• التسويق عبر البريد الإلكتروني: Design and send broadcast campaigns with professional templates.
• Pipeline Management: Manage multiple pipelines with custom stages and reporting.

For a full review, see our Keap review.

أسعار كيب

Here’s what Keap costs in 2026:

يخطط	سعر	الأفضل لـ
Ignite	299 دولارًا شهريًا	Small businesses with up to 1,500 contacts and 2 users
ينمو	399 دولارًا شهريًا	Growing teams needing 2,500 contacts and 3 users
حجم	599 دولارًا شهريًا	Established businesses with large contact lists and more automation

تجربة مجانية: Yes — 14 days, no credit card required.

ضمان استرداد الأموال: No — but you can cancel anytime (early annual cancellation has a $299 fee).

💰 Best Value: Ignite plan with annual billing ($249/month) — you get every feature at a 17% discount.

Keap vs Alternatives

How does Keap compare? Here’s the competitive landscape:

أداة	الأفضل لـ	سعر	Rating
كيب	All-in-one CRM + automation	299 دولارًا شهريًا	⭐ 4.2
مستوى عالٍ	Agency-level automation	$97/mo	⭐ 4.3
محرك الأنابيب	Simple sales pipeline CRM	$14/user/mo	⭐ 4.3
حملة نشطة	Email marketing + automation	$15/mo	⭐ 4.0
هاب سبوت	Free CRM with paid upgrades	$0–$800/mo	⭐ 4.0
كليك فانلز	Sales funnels + landing pages	81 دولارًا شهريًا	⭐ 4.2
Salesforce	Enterprise-grade CRM	$25/user/mo	⭐ 4.5
نظام إدارة علاقات العملاء Freshsales	Budget-friendly CRM	$0–$69/user/mo	⭐ 4.0

Quick picks:

• Best overall: Keap — all-in-one CRM, email, automation, and payments in one platform.
• Best budget: Freshsales CRM — free tier with solid CRM features for startups.
• Best for beginners: Pipedrive — clean interface with an easy learning curve.
• Best for agencies: GoHighLevel — white-label automation platform built for agencies.

🎯 Keap Alternatives

Looking for Keap alternatives? Here are the top options:

• 🚀 GoHighLevel: White-label marketing platform with CRM, funnels, and automation built for agencies and service businesses.
• 💰 بايب درايف: Affordable sales-focused CRM with a visual pipeline and simple drag-and-drop deal management.
• 🎨 ActiveCampaign: Best-in-class email automation with advanced segmentation and over 900 pre-built automation recipes.
• ⚡ هاب سبوت: Free CRM with powerful marketing, sales, and service hubs that scale as your business grows.
• 🔒 كليك فانلز: Dedicated funnel builder with landing pages, checkout flows, and membership site features built in.
• 🧠 الشعب: Lightweight CRM designed for relationship-driven teams with smart contact enrichment and mail merge.
• 👶 فورا: بريد إلكتروني غير مرغوب فيه outreach platform with unlimited email accounts and AI-powered warm-up for lead generation.
• 🏢 انقر فوق: Project management tool with built-in CRM features, docs, and automation for all-in-one team workflows.
• 🔧 إدارة علاقات العملاء يوم الاثنين: Flexible work operating system with visual boards, automations, and customizable sales pipeline tracking.
• 🌟 كبسولة CRM: Simple and clean CRM for small teams that want contact management without the bloat or complexity.
• ⭐ نظرة ثاقبة: CRM with project management built in, ideal for businesses that need to track deals and deliverables together.
• 🎯 نظام إدارة علاقات العملاء Freshsales: Budget-friendly CRM with AI-powered lead scoring, built-in phone, and email tracking for growing teams.
• 💼 سيلزفورس: Enterprise-grade CRM with deep customization, AppExchange marketplace, and advanced reporting for large teams.
• 📊 زينديسك: Customer service platform with CRM capabilities, ticketing system, and multi-channel support for service-focused teams.

For the full list, see our بدائل كيب guide.

⚔️ Keap Compared

Here’s how Keap stacks up against each competitor:

• كيب ضد جوهاي ليفل: GoHighLevel is cheaper and built for agencies, but Keap has a more polished CRM and better onboarding support for solo businesses.
• Keap مقابل Pipedrive: Pipedrive wins on price and simplicity for pure sales tracking, but Keap adds email marketing and automation Pipedrive lacks natively.
• Keap مقابل ActiveCampaign: ActiveCampaign is stronger for email-first businesses, while Keap offers a fuller CRM with payments and pipeline built in.
• Keap مقابل HubSpot: HubSpot’s free tier is unbeatable for startups, but its paid plans get expensive fast — Keap is simpler for small teams.
• Keap مقابل ClickFunnels: ClickFunnels focuses on funnels and landing pages, while Keap covers the full customer journey from lead to repeat buyer.
• كيب ضد فولك: Folk is a lightweight relationship CRM, while Keap provides heavier automation and marketing tools for sales-driven businesses.
• الاحتفاظ مقابل الفوري: Instantly is a cold outreach specialist, while Keap manages the full lifecycle from lead capture through payment collection.
• Keap مقابل ClickUp: ClickUp is a project management tool with light CRM, while Keap is a CRM with deep sales and marketing automation.
• Keap مقابل Monday CRM: Monday CRM offers flexible visual boards, but Keap’s built-in email and automation engine is far more advanced.
• نظام إدارة علاقات العملاء Keap مقابل نظام إدارة علاقات العملاء Capsule: Capsule is cleaner and cheaper for basic contact management, but Keap adds marketing automation and payment processing.
• Keap مقابل Insightly: Insightly combines CRM with project management, while Keap focuses on sales automation and lead nurturing.
• نظام إدارة علاقات العملاء Keap مقابل نظام إدارة علاقات العملاء Freshsales: Freshsales is much cheaper with a free tier, but Keap’s automation builder and landing pages are more powerful.
• Keap مقابل Salesforce: Salesforce is the enterprise standard with endless customization, but Keap is easier to set up and manage for small teams.
• Keap مقابل Zendesk: Zendesk is built for customer support and ticketing, while Keap focuses on sales and marketing automation for small businesses.

Start Using Keap Now

You learned how to use every major Keap feature:

• ✅ Automation Builder
• ✅ CRM
• ✅ Email & Text
• ✅ Landing Pages
• ✅ Sales Pipeline
• ✅ Lead Management & Tracking
• ✅ Keap AI
• ✅ Email Marketing
• ✅ Pipeline Management

Next step: Pick one feature and try it now.

Most people start with Automation Builder.

It takes less than 5 minutes.

الأسئلة الشائعة

What is Keap used for?

Keap is used to manage customer relationships, automate marketing emails and texts, track sales pipelines, and collect payments. It combines CRM, email marketing, and automation into a single platform designed for small businesses that want to save time and close more deals.

Who owns Keap?

Keap is an independent company formerly known as Infusionsoft. It rebranded to Keap in 2019 to reflect its focus on serving small businesses. The company is headquartered in Chandler, Arizona and has been operating since 2001.

Is Keap easy to use?

Keap has a moderate learning curve due to its many features. The automation builder and CRM are straightforward once you complete the onboarding. Keap provides free training webinars, a video library, and a dedicated customer success manager to help new users get started quickly.

What are the limitations of Keap?

Keap’s main limitations include its high starting price at $299 per month, limited email design flexibility compared to dedicated email tools, and text marketing only available in the U.S. and Canada. The mobile app is also restricted to five countries. For businesses that only need email marketing, there are cheaper alternatives.

What did Keap used to be called?

Keap was previously called Infusionsoft. The company rebranded in 2019 but kept “Infusionsoft by Keap” as an option for users who needed the advanced campaign builder. Today, all features are available under the single Keap brand with no separate Infusionsoft product.