Inicio rápido
Esta guía abarca todas las funciones de Keap:
- Empezando — Create your Keap account and finish basic setup
- Cómo usar Automation Builder — Build when-then follow-ups that run on their own
- Cómo usar CRM — Keep every lead and customer record in one place
- Cómo usar el correo electrónico y los mensajes de texto — Send one-off emails and texts from any contact record
- Cómo usar las páginas de destino — Capture lead data with pages and web forms
- Cómo utilizar el embudo de ventas — Set up a visual Kanban-style board for your deals
- Cómo utilizar la gestión y el seguimiento de clientes potenciales — See where leads come from and what they do next
- Cómo usar Keap AI — Launch campaigns fast with 30+ pre-built plays
- Cómo utilizar el marketing por correo electrónico — Send targeted broadcasts to tagged segments
- Cómo utilizar la gestión de oleoductos — Move deals daily and let tasks fire themselves
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
I’ve used Keap for eight months and tested every feature covered here. This tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.
Keap es uno de los más poderosos CRM and automation tools for small businesses today.
Pero la mayoría de los usuarios solo aprovechan una pequeña parte de lo que puede hacer.
Esta guía le muestra cómo utilizar todas las funciones principales.
Paso a paso, con capturas de pantalla y consejos profesionales.
Tutorial de Keap
This complete How to Use Keap tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.
Keap
Keap puts CRM, email, texts, and automation in one place. Small businesses use it to capture leads and follow up on autopilot. Try it free — no credit card needed to start.
Primeros pasos con Keap
Antes de utilizar cualquier función, complete esta configuración inicial.
Tarda unos 3 minutos.
Here’s a look at my own setup experience:
Ahora vamos a repasar cada paso.
Step 1: Create Your Keap Account
Go to keap.com and click “Try free.”
Sign up with your work email and create a password.
No se necesita tarjeta de crédito para comenzar la prueba.
✓ Control: Comprueba tu bandeja de entrada for a confirmation email, then sign in.
Step 2: Open the Keap Application
Keap runs in your browser, so nothing installs on your computer.
You can also grab the mobile iOS application to add contacts on the go.
Log in with your new Keap account.
Here’s what you get once you’re inside:
✓ Control: Deberías ver el panel principal.
Paso 3: Completar la configuración inicial
Keap provides an onboarding checklist plus a video library to guide your setup.
Work through it: connect your email, import contacts, and customize your dashboard.
You can also plug in your existing tech stack through 5,000+ integrations.
✅ Hecho: Estás listo para usar cualquiera de las funciones a continuación.
Cómo usar Keap Automation Builder
Generador de automatización lets you build when-then follow-ups that run without you.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abra la pestaña Automatizaciones.
Click “Automations” in the left menu, then hit “Create.”
Pick Easy Automations to start, or grab a template.
Step 2: Set Your When and Then
Choose a trigger, like “when a form is submitted.”
Then add actions: send an email, fire a text, or create a task.
Así es como se ve:
✓ Control: Your trigger and actions connect on the visual canvas.
Paso 3: Previsualizar y publicar
Run the preview, fix anything odd, then publish.
✅ Resultado: New leads now get instant follow-ups while you sleep.
💡 Consejo profesional: Prioritize a Welcome Campaign first, then add Appointment Reminders to cut no-shows.
Cómo usar Keap CRM
CRM lets you capture all lead and customer info in one place.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Add Your Contacts
Open “Contacts” and click “Add Contact,” or import a CSV.
Clean your list before importing to avoid duplicates and dead emails.
Step 2: Open a Contact Record
Click any name to see the full picture.
Every record holds contact details, emails, notes, tasks, and payments.
Así es como se ve:
✓ Control: You get a 360-degree view of that relationship on one screen.
Step 3: Tag and Segment
Apply tags like “hot lead” or “customer” straight from the record.
✅ Resultado: Your CRM now organizes itself around how you actually sell.
💡 Consejo profesional: Customize your dashboard to show the CRM data you check daily.
Cómo usar el correo electrónico y los mensajes de texto de Keap
Email & Text lets you send one-off emails and texts from any contact record.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Pick a Contact
Open the record and click “Email” or “Text.”
Step 2: Write Your Message
Type it out, then add merge fields for the first name.
Personal touches lift reply rates fast.
Así es como se ve:
✓ Control: Your draft shows the merged preview before sending.
Paso 3: Enviar o programar
Hit send now, or schedule it for business hours.
✅ Resultado: The message logs on the record automatically, so nothing gets lost.
💡 Consejo profesional: Text replies land back in Keap, so answer them there to keep the full history.
Cómo usar las páginas de destino de Keap
Páginas de destino lets you capture lead data with pages and web forms.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Create a Page
Go to “Marketing,” open Landing Pages, and pick a template.
You’ll find templates for lead magnets, webinars, and checkouts.
Step 2: Add Your Form
Edit the text and images, then drop in a web form.
Keep it short: name, email, and one qualifying pregunta.
Así es como se ve:
✓ Control: The form fields map to your CRM automatically.
Step 3: Publish and Connect
Publish the page and attach a welcome automation to the form.
✅ Resultado: Every submission becomes a contact and triggers follow-up immediately.
💡 Consejo profesional: Embed Keap forms on your own website too, so every page can capture leads.
Cómo usar el embudo de ventas de Keap
Canal de ventas lets you build a visual Kanban-style board for your deals.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Open the Pipeline
Click “Sales,” then “Pipeline,” and create your first board.
Step 2: Name Your Stages
Match stages to your real process: New, Contacted, Quoted, Won.
Keap folds sales tools right into the CRM workflow, which saves real time.
Así es como se ve:
✓ Control: Your stages appear as columns across the board.
Step 3: Add Deals
Create a deal, set its value, and link the contact.
✅ Resultado: You can now see your whole sales process at a glance.
💡 Consejo profesional: Keep stages under seven so the board stays readable on one screen.
How to Use Keap Lead Manager & Tracker
Gestión y seguimiento de clientes potenciales lets you track where leads come from and what they do next.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Set Lead Sources
Open settings and list your sources: ads, referrals, webinars, walk-ins.
Step 2: Tag by Behavior
Use tags and behavior-based data to group leads by what they click and buy.
Those segments feed targeted emails later.
Así es como se ve:
✓ Control: Each new lead shows a source and a growing tag history.
Step 3: Check the Reports
Abierto reportando to track campaign success and engagement.
✅ Resultado: You now know which sources provide the best leads.
💡 Consejo profesional: Review source reports monthly, then spend more on the channels that convert.
Cómo usar Keap AI
Mantener la IA lets you draft content and build campaigns with AI help.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abra el Asistente de IA
Click the AI Automation Assistant from your dashboard.
Step 2: Pick a Play
Choose from 30+ pre-built campaign templates and plays.
They cover lead generation, conversion, and re-engagement.
Así es como se ve:
✓ Control: The assistant loads a ready-made campaign you can edit.
Step 3: Edit and Launch
Rewrite the AI draft in your own voz, then launch.
✅ Resultado: A campaign that used to take days now takes minutes.
💡 Consejo profesional: Treat AI copy as a first draft. Your voice is what makes it great.
How to Use Keap Email Marketer
Marketing por correo electrónico lets you send targeted broadcasts and automated campaigns.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Create a Broadcast
Go to “Marketing,” then “Email Broadcasts,” and click create.
Broadcasts work for newsletters, coupon codes, and seasonal sale reminders.
Step 2: Choose a Segment
Send to a tagged segment, not your whole list.
Segmented sends protect deliverability and lift opens.
Así es como se ve:
✓ Control: Your recipient count matches the tag you picked.
Step 3: Send and Measure
Schedule the send, then watch opens and clicks in reporting.
✅ Resultado: Targeted emails go out without blasting everyone.
💡 Consejo profesional: Set up automated surveys after purchases to gather feedback and build loyalty.
How to Use Keap Pipeline Manager
Gestión de tuberías lets you manage deals daily and automate the busywork.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Drag Deals Forward
Move each card to its current stage as things progress.
Moving a deal can trigger automated tasks, so updates do real work.
Step 2: Add Context
Note the next action and date on every card.
Future you will thank present you.
Así es como se ve:
✓ Control: Each card shows its owner, value, and next step.
Step 3: Review Weekly
Filter by stage or owner and clear out stalled deals.
✅ Resultado: No deal sits forgotten in your pipeline again.
💡 Consejo profesional: Tie a task automation to your proposal stage so follow-ups fire themselves.
Consejos y atajos profesionales
After testing Keap for eight months, here are my best tips.
Atajos de teclado
| Acción | Atajo |
|---|---|
| Find any contact or page | Click the search icon in the top bar |
| Undo in the email builder | Ctrl + Z (Cmd + Z en Impermeable) |
| Copy an email block | Ctrl + C, then Ctrl + V |
| Add a contact fast | Click the + icon in the top navigation |
Características ocultas que la mayoría de la gente pasa por alto
- Free courses and live events: Keap runs free online training that clarifies your next growth step. Its formula is software, strategy, and support.
- Automated surveys: Tailored follow-ups after a survey turn feedback into loyalty without extra work.
- API para desarrolladores: Connect custom applications with the API and PHP SDK. OAuth makes server requests to a single Keap account without requiring user authentication each time.
Errores comunes que debes evitar
Mistake #1: Importing a Messy Contact List
❌ Incorrecto: Dumping an old, unclean list straight into Keap.
✅ Derecha: Ensure your contact list is clean first. Remove dead emails and duplicates, then import.
Error n.° 2: Omitir la estrategia de etiquetas
❌ Incorrecto: Tagging randomly, or not at all, then wondering why segments fail.
✅ Derecha: Strategize your tags on day one: source, status, and interest. Segmentation depends on it.
Mistake #3: Building Giant Campaigns First
❌ Incorrecto: Spending week one on a 40-step automation nobody tested.
✅ Derecha: Start small and get quick wins. A welcome sequence and reminders beat a monster build.
Siga solucionando problemas
Problema: Los correos electrónicos terminan en la carpeta de spam.
Causa: Your sending domain isn’t authenticated yet.
Arreglar: Add the SPF and DKIM records Keap gives you, then re-test.
Problem: Imported Contacts Are Missing Details
Causa: CSV columns didn’t map to the right Keap fields.
Arreglar: Re-import and match each column during the mapping step.
Problem: An Automation Never Fires
Causa: The automation is unpublished, or its trigger tag never applies.
Arreglar: Publish it, check the tag spelling, and test with your own email.
📌 Nota: If none of these fix your issue, contact Keap support.
¿Qué es Keap?
Keap is a leading all-in-one CRM and automation platform built for small businesses.
It brings customer data, sales pipelines, and marketing together under one login.
Think of it like a tireless assistant who remembers every lead and never forgets to follow up.
The company started as Infusionsoft and rebranded to Keap in 2019.
Mira este breve resumen:
Incluye estas características clave:
- Creador de automatización: Visual when-then campaigns that run themselves
- Gestión de relaciones con el cliente: Every lead and customer record in one place
- Correo electrónico y mensaje de texto: Direct messages from any contact record
- Páginas de destino: Pages and forms that capture lead data
- Canal de ventas: A Kanban-style board for deals
- Gestión y seguimiento de clientes potenciales: Sources, tags, and behavior data
- Mantener la IA: 30+ pre-built plays and drafted copy
- Marketing por correo electrónico: Broadcasts and campaigns for tagged segments
- Gestión de tuberías: Daily deal moves that trigger tasks
Para una revisión completa, consulte nuestra Revisión de Keap.
Precios de Keap
Esto es lo que cuesta Keap en 2026:
| Plan | Precio | Mejor para |
|---|---|---|
| Keap | $299/mes (facturación anual) | Small businesses that want CRM, marketing, and sales automation in one system |
Prueba gratuita: Sí, 14 días, sin necesidad de tarjeta de crédito.
Garantía de devolución de dinero: No standard guarantee. Cancel before renewal instead.
💰 Mejor relación calidad-precio: There’s one plan, and it includes everything. Costs scale with contacts and users as you grow.
Keap frente a alternativas
¿Cómo se compara Keap? Este es el panorama competitivo:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| Keap | All-in-one small business automation | $299/mes | ⭐ 4.2 |
| GoHighLevel | Agencies and white-label | $97/mes | ⭐ 4.5 |
| HubSpot | CRM gratuito para empezar | $15/mes | ⭐ 4.4 |
| Campaña activa | Email automation depth | $15/mes | ⭐ 4.5 |
| Pipedrive | Canales de ventas simples | $14/mes | ⭐ 4.5 |
| Embudos de clic | embudos de ventas | $97/mes | ⭐ 4.6 |
| CRM del lunes | Visual team workflows | $12/mes | ⭐ 4.6 |
| Fuerza de ventas | Escala empresarial | $25/mes | ⭐ 4.4 |
Selecciones rápidas:
- Mejor en general: Keap — CRM, email, texts, and automation in one system
- Mejor presupuesto: Pipedrive — clean pipelines from $14/mo
- Ideal para principiantes: HubSpot — free CRM tier to learn on
- Ideal para agencias: GoHighLevel: personalización de todo para clientes.
🎯 Conservar alternativas
¿Buscas alternativas a Keap? Aquí tienes las mejores opciones:
- 🚀 GoHighLevel: Agency-focused platform with funnels, CRM, and white-label reselling built in.
- 💰 Pipedrive: Affordable, no-nonsense sales pipeline that new reps learn in an afternoon.
- ⚡ Campaña activa: Deeper email automation logic at a lower entry price.
- 🌟 HubSpot: Free CRM tier with a huge upgrade path as you scale.
- 🎨 Embudos de clic: Funnel-first builder for launches, offers, and checkout pages.
- 👶 Gente: Lightweight, modern CRM for founders who find big tools heavy.
- 🔥 Instantáneamente: Correo electrónico frío outreach at scale with warm-up built in.
- 🔧 Haga clic hacia arriba: Project management with CRM templates for ops-minded teams.
- 📊 CRM del lunes: Visual boards and automations your whole team will actually use.
- 💼 CRM cápsula: Simple contact management with a generous free plan.
- 🎯 Perspicazmente: CRM plus project delivery for service businesses.
- 🧠 CRM de Freshsales: AI scoring and built-in phone at friendly prices.
- 🏢 Fuerza de ventas: The enterprise standard when you outgrow everything else.
- ⭐ Zendesk: Support-first suite with a capable sales CRM attached.
Para ver la lista completa, consulte nuestra Alternativas de Keap guía.
⚔️ Manténgase comparado
Así es como Keap se compara con cada competidor:
- Keap vs GoHighLevel: GoHighLevel wins for agencies. Keap wins for owner-run small businesses.
- Keap vs Pipedrive: Pipedrive is cheaper for pure sales. Keap adds marketing automation.
- Keap vs ActiveCampaign: ActiveCampaign wins on email depth. Keap wins on all-in-one texting and invoicing.
- Keap vs HubSpot: HubSpot starts free. Keap costs less once HubSpot add-ons pile up.
- Keap vs ClickFunnels: ClickFunnels builds better funnels. Keap manages the relationship after the sale.
- Keap vs Folk: Folk is simpler for tiny teams. Keap automates far more.
- Keap vs Instantly: Instantly rules cold outreach. Keap nurtures warm leads and customers.
- Keap vs ClickUp: ClickUp runs projects. Keap runs your sales and marketing engine.
- Keap vs Monday CRM: Monday suits collaborative teams. Keap suits automated follow-up.
- Keap vs Capsule CRM: Capsule is lighter and cheaper. Keap does much more per contact.
- Keap vs Insightly: Insightly adds project delivery. Keap wins on marketing automation.
- Keap vs Freshsales CRM: Freshsales includes calling cheaply. Keap wins on campaigns.
- Keap vs Salesforce: Salesforce scales to enterprises. Keap stays simpler for small teams.
- Keap vs Zendesk: Zendesk leads in support tickets. Keap leads in lead capture and nurture.
Empieza a usar Keap ahora
Aprendiste a usar todas las funciones principales de Keap:
- ✅ Creador de automatizaciones
- ✅ CRM
- ✅ Correo electrónico y SMS
- ✅ Páginas de destino
- ✅ Embudo de ventas
- ✅ Gestión y seguimiento de clientes potenciales
- ✅ Mantener la IA
- ✅ Marketing por correo electrónico
- ✅ Gestión de oleoductos
Siguiente paso: Elige una función y pruébala ahora.
Most people start with the Automation Builder.
Tarda menos de 5 minutos.
Preguntas frecuentes
¿Es fácil usar Keap?
Yes for daily CRM work. The automation builder takes practice. Keap provides onboarding checklists, a video library, and free courses to get new users started fast.
¿Para qué se utiliza Keap?
Keap is an all-in-one CRM and automation platform for small businesses. It handles contacts, email marketing, texts, landing pages, sales pipelines, and automated follow-ups.
¿Qué es mejor que Keap?
It depends on your needs. HubSpot has a free CRM, GoHighLevel suits agencies, and ActiveCampaign wins on email pricing. Keap is stronger as one combined system.
¿Cómo creo un producto en Keap?
Open settings, then Products. Click Add Product, enter the name, price, and description, then save. Attach products to invoices, orders, and checkout forms.
¿Cómo se llamaba Keap antes?
Keap was called Infusionsoft. The company rebranded to Keap in 2019, and the legacy Infusionsoft product became Keap Max Classic.
Inicio rápido
Esta guía abarca todas las funciones de Keap:
- Empezando — Create your Keap account and finish basic setup
- Cómo usar Automation Builder — Build when-then follow-ups that run on their own
- Cómo usar CRM — Keep every lead and customer record in one place
- Cómo usar el correo electrónico y los mensajes de texto — Send one-off emails and texts from any contact record
- Cómo usar las páginas de destino — Capture lead data with pages and web forms
- Cómo utilizar el embudo de ventas — Set up a visual Kanban-style board for your deals
- Cómo utilizar la gestión y el seguimiento de clientes potenciales — See where leads come from and what they do next
- Cómo usar Keap AI — Launch campaigns fast with 30+ pre-built plays
- Cómo utilizar el marketing por correo electrónico — Send targeted broadcasts to tagged segments
- Cómo utilizar la gestión de oleoductos — Move deals daily and let tasks fire themselves
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
I’ve used Keap for eight months and tested every feature covered here. This tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.
Keap is one of the most powerful CRM and automation tools for small businesses today.
Pero la mayoría de los usuarios solo aprovechan una pequeña parte de lo que puede hacer.
Esta guía le muestra cómo utilizar todas las funciones principales.
Paso a paso, con capturas de pantalla y consejos profesionales.
Tutorial de Keap
Este completo tutorial de Keap te guía paso a paso por todas las funciones, desde la configuración inicial hasta consejos avanzados que te convertirán en un usuario experto.
Keap
Keap puts CRM, email, texts, and automation in one place. Small businesses use it to capture leads and follow up on autopilot. Try it free — no credit card needed to start.
Primeros pasos con Keap
Antes de utilizar cualquier función, complete esta configuración inicial.
Tarda unos 3 minutos.
Here’s a look at my own setup experience:
Ahora vamos a repasar cada paso.
Step 1: Create Your Keap Account
Go to keap.com and click “Try free.”
Sign up with your work email and create a password.
No se necesita tarjeta de crédito para comenzar la prueba.
✓ Control: Check your inbox for a confirmation email, then sign in.
Step 2: Open the Keap Application
Keap runs in your browser, so nothing installs on your computer.
You can also grab the mobile iOS application to add contacts on the go.
Log in with your new Keap account.
Here’s what you get once you’re inside:
✓ Control: Deberías ver el panel principal.
Paso 3: Completar la configuración inicial
Keap provides an onboarding checklist plus a video library to guide your setup.
Work through it: connect your email, import contacts, and customize your dashboard.
You can also plug in your existing tech stack through 5,000+ integrations.
✅ Hecho: Estás listo para usar cualquiera de las funciones a continuación.
Cómo usar Keap Automation Builder
Generador de automatización lets you build when-then follow-ups that run without you.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abra la pestaña Automatizaciones.
Click “Automations” in the left menu, then hit “Create.”
Pick Easy Automations to start, or grab a template.
Step 2: Set Your When and Then
Choose a trigger, like “when a form is submitted.”
Then add actions: send an email, fire a text, or create a task.
Así es como se ve:
✓ Control: Your trigger and actions connect on the visual canvas.
Paso 3: Previsualizar y publicar
Run the preview, fix anything odd, then publish.
✅ Resultado: New leads now get instant follow-ups while you sleep.
💡 Consejo profesional: Prioritize a Welcome Campaign first, then add Appointment Reminders to cut no-shows.
Cómo usar Keap CRM
CRM lets you capture all lead and customer info in one place.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Add Your Contacts
Open “Contacts” and click “Add Contact,” or import a CSV.
Clean your list before importing to avoid duplicates and dead emails.
Step 2: Open a Contact Record
Click any name to see the full picture.
Every record holds contact details, emails, notes, tasks, and payments.
Así es como se ve:
✓ Control: You get a 360-degree view of that relationship on one screen.
Step 3: Tag and Segment
Apply tags like “hot lead” or “customer” straight from the record.
✅ Resultado: Your CRM now organizes itself around how you actually sell.
💡 Consejo profesional: Customize your dashboard to show the CRM data you check daily.
Cómo usar el correo electrónico y los mensajes de texto de Keap
Email & Text lets you send one-off emails and texts from any contact record.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Pick a Contact
Open the record and click “Email” or “Text.”
Step 2: Write Your Message
Type it out, then add merge fields for the first name.
Personal touches lift reply rates fast.
Así es como se ve:
✓ Control: Your draft shows the merged preview before sending.
Paso 3: Enviar o programar
Hit send now, or schedule it for business hours.
✅ Resultado: The message logs on the record automatically, so nothing gets lost.
💡 Consejo profesional: Text replies land back in Keap, so answer them there to keep the full history.
Cómo usar las páginas de destino de Keap
Páginas de destino lets you capture lead data with pages and web forms.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Create a Page
Go to “Marketing,” open Landing Pages, and pick a template.
You’ll find templates for lead magnets, webinars, and checkouts.
Step 2: Add Your Form
Edit the text and images, then drop in a web form.
Keep it short: name, email, and one qualifying question.
Así es como se ve:
✓ Control: The form fields map to your CRM automatically.
Step 3: Publish and Connect
Publish the page and attach a welcome automation to the form.
✅ Resultado: Every submission becomes a contact and triggers follow-up immediately.
💡 Consejo profesional: Embed Keap forms on your own website too, so every page can capture leads.
Cómo usar el embudo de ventas de Keap
Canal de ventas lets you build a visual Kanban-style board for your deals.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Open the Pipeline
Click “Sales,” then “Pipeline,” and create your first board.
Step 2: Name Your Stages
Match stages to your real process: New, Contacted, Quoted, Won.
Keap folds sales tools right into the CRM workflow, which saves real time.
Así es como se ve:
✓ Control: Your stages appear as columns across the board.
Step 3: Add Deals
Create a deal, set its value, and link the contact.
✅ Resultado: You can now see your whole sales process at a glance.
💡 Consejo profesional: Keep stages under seven so the board stays readable on one screen.
Cómo usar Keap para la gestión y el seguimiento de clientes potenciales
Gestión y seguimiento de clientes potenciales lets you track where leads come from and what they do next.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Set Lead Sources
Open settings and list your sources: ads, referrals, webinars, walk-ins.
Step 2: Tag by Behavior
Use tags and behavior-based data to group leads by what they click and buy.
Those segments feed targeted emails later.
Así es como se ve:
✓ Control: Each new lead shows a source and a growing tag history.
Step 3: Check the Reports
Open reporting to track campaign success and engagement.
✅ Resultado: You now know which sources provide the best leads.
💡 Consejo profesional: Review source reports monthly, then spend more on the channels that convert.
Cómo usar Keap AI
Mantener la IA lets you draft content and build campaigns with AI help.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abra el Asistente de IA
Click the AI Automation Assistant from your dashboard.
Step 2: Pick a Play
Choose from 30+ pre-built campaign templates and plays.
They cover lead generation, conversion, and re-engagement.
Así es como se ve:
✓ Control: The assistant loads a ready-made campaign you can edit.
Step 3: Edit and Launch
Rewrite the AI draft in your own voice, then launch.
✅ Resultado: A campaign that used to take days now takes minutes.
💡 Consejo profesional: Treat AI copy as a first draft. Your voice is what makes it great.
Cómo usar Keap Email Marketing
Marketing por correo electrónico lets you send targeted broadcasts and automated campaigns.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Create a Broadcast
Go to “Marketing,” then “Email Broadcasts,” and click create.
Broadcasts work for newsletters, coupon codes, and seasonal sale reminders.
Step 2: Choose a Segment
Send to a tagged segment, not your whole list.
Segmented sends protect deliverability and lift opens.
Así es como se ve:
✓ Control: Your recipient count matches the tag you picked.
Step 3: Send and Measure
Schedule the send, then watch opens and clicks in reporting.
✅ Resultado: Targeted emails go out without blasting everyone.
💡 Consejo profesional: Set up automated surveys after purchases to gather feedback and build loyalty.
Cómo usar la gestión de canalizaciones de Keap
Gestión de tuberías lets you manage deals daily and automate the busywork.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Drag Deals Forward
Move each card to its current stage as things progress.
Moving a deal can trigger automated tasks, so updates do real work.
Step 2: Add Context
Note the next action and date on every card.
Future you will thank present you.
Así es como se ve:
✓ Control: Each card shows its owner, value, and next step.
Step 3: Review Weekly
Filter by stage or owner and clear out stalled deals.
✅ Resultado: No deal sits forgotten in your pipeline again.
💡 Consejo profesional: Tie a task automation to your proposal stage so follow-ups fire themselves.
Consejos y atajos profesionales
After testing Keap for eight months, here are my best tips.
Atajos de teclado
| Acción | Atajo |
|---|---|
| Find any contact or page | Click the search icon in the top bar |
| Undo in the email builder | Ctrl + Z (Cmd + Z en Mac) |
| Copy an email block | Ctrl + C, then Ctrl + V |
| Add a contact fast | Click the + icon in the top navigation |
Características ocultas que la mayoría de la gente pasa por alto
- Free courses and live events: Keap runs free online training that clarifies your next growth step. Its formula is software, strategy, and support.
- Automated surveys: Tailored follow-ups after a survey turn feedback into loyalty without extra work.
- API para desarrolladores: Connect custom applications with the API and PHP SDK. OAuth makes server requests to a single Keap account without requiring user authentication each time.
Errores comunes que debes evitar
Mistake #1: Importing a Messy Contact List
❌ Incorrecto: Dumping an old, unclean list straight into Keap.
✅ Derecha: Ensure your contact list is clean first. Remove dead emails and duplicates, then import.
Error n.° 2: Omitir la estrategia de etiquetas
❌ Incorrecto: Tagging randomly, or not at all, then wondering why segments fail.
✅ Derecha: Strategize your tags on day one: source, status, and interest. Segmentation depends on it.
Mistake #3: Building Giant Campaigns First
❌ Incorrecto: Spending week one on a 40-step automation nobody tested.
✅ Derecha: Start small and get quick wins. A welcome sequence and reminders beat a monster build.
Siga solucionando problemas
Problema: Los correos electrónicos terminan en la carpeta de spam.
Causa: Your sending domain isn’t authenticated yet.
Arreglar: Add the SPF and DKIM records Keap gives you, then re-test.
Problem: Imported Contacts Are Missing Details
Causa: CSV columns didn’t map to the right Keap fields.
Arreglar: Re-import and match each column during the mapping step.
Problem: An Automation Never Fires
Causa: The automation is unpublished, or its trigger tag never applies.
Arreglar: Publish it, check the tag spelling, and test with your own email.
📌 Nota: If none of these fix your issue, contact Keap support.
¿Qué es Keap?
Keap is a leading all-in-one CRM and automation platform built for small businesses.
It brings customer data, sales pipelines, and marketing together under one login.
Think of it like a tireless assistant who remembers every lead and never forgets to follow up.
The company started as Infusionsoft and rebranded to Keap in 2019.
Mira este breve resumen:
Incluye estas características clave:
- Creador de automatización: Visual when-then campaigns that run themselves
- Gestión de relaciones con el cliente: Every lead and customer record in one place
- Correo electrónico y mensaje de texto: Direct messages from any contact record
- Páginas de destino: Pages and forms that capture lead data
- Canal de ventas: A Kanban-style board for deals
- Gestión y seguimiento de clientes potenciales: Sources, tags, and behavior data
- Mantener la IA: 30+ pre-built plays and drafted copy
- Marketing por correo electrónico: Broadcasts and campaigns for tagged segments
- Gestión de tuberías: Daily deal moves that trigger tasks
Para una revisión completa, consulte nuestra Revisión de Keap.
Precios de Keap
Esto es lo que cuesta Keap en 2026:
| Plan | Precio | Mejor para |
|---|---|---|
| Keap | $299/mes (facturación anual) | Small businesses that want CRM, marketing, and sales automation in one system |
Prueba gratuita: Sí, 14 días, sin necesidad de tarjeta de crédito.
Garantía de devolución de dinero: No standard guarantee. Cancel before renewal instead.
💰 Mejor relación calidad-precio: There’s one plan, and it includes everything. Costs scale with contacts and users as you grow.
Keap frente a alternativas
¿Cómo se compara Keap? Este es el panorama competitivo:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| Keap | All-in-one small business automation | $299/mes | ⭐ 4.2 |
| GoHighLevel | Agencies and white-label | $97/mes | ⭐ 4.5 |
| HubSpot | CRM gratuito para empezar | $15/mes | ⭐ 4.4 |
| Campaña activa | Email automation depth | $15/mes | ⭐ 4.5 |
| Pipedrive | Canales de ventas simples | $14/mes | ⭐ 4.5 |
| Embudos de clic | embudos de ventas | $97/mes | ⭐ 4.6 |
| CRM del lunes | Visual team workflows | $12/mes | ⭐ 4.6 |
| Fuerza de ventas | Escala empresarial | $25/mes | ⭐ 4.4 |
Selecciones rápidas:
- Mejor en general: Keap — CRM, email, texts, and automation in one system
- Mejor presupuesto: Pipedrive — clean pipelines from $14/mo
- Ideal para principiantes: HubSpot — free CRM tier to learn on
- Ideal para agencias: GoHighLevel: personalización de todo para clientes.
🎯 Conservar alternativas
¿Buscas alternativas a Keap? Aquí tienes las mejores opciones:
- 🚀 GoHighLevel: Agency-focused platform with funnels, CRM, and white-label reselling built in.
- 💰 Pipedrive: Affordable, no-nonsense sales pipeline that new reps learn in an afternoon.
- ⚡ Campaña activa: Deeper email automation logic at a lower entry price.
- 🌟 HubSpot: Free CRM tier with a huge upgrade path as you scale.
- 🎨 Embudos de clic: Funnel-first builder for launches, offers, and checkout pages.
- 👶 Gente: Lightweight, modern CRM for founders who find big tools heavy.
- 🔥 Instantáneamente: Cold email outreach at scale with warm-up built in.
- 🔧 Haga clic hacia arriba: Project management with CRM templates for ops-minded teams.
- 📊 CRM del lunes: Visual boards and automations your whole team will actually use.
- 💼 CRM cápsula: Simple contact management with a generous free plan.
- 🎯 Perspicazmente: CRM plus project delivery for service businesses.
- 🧠 CRM de Freshsales: AI scoring and built-in phone at friendly prices.
- 🏢 Fuerza de ventas: The enterprise standard when you outgrow everything else.
- ⭐ Zendesk: Support-first suite with a capable sales CRM attached.
Para ver la lista completa, consulte nuestra Alternativas de Keap guía.
⚔️ Manténgase comparado
Así es como Keap se compara con cada competidor:
- Keap vs GoHighLevel: GoHighLevel wins for agencies. Keap wins for owner-run small businesses.
- Keap vs Pipedrive: Pipedrive is cheaper for pure sales. Keap adds marketing automation.
- Keap vs ActiveCampaign: ActiveCampaign wins on email depth. Keap wins on all-in-one texting and invoicing.
- Keap vs HubSpot: HubSpot starts free. Keap costs less once HubSpot add-ons pile up.
- Keap vs ClickFunnels: ClickFunnels builds better funnels. Keap manages the relationship after the sale.
- Keap vs Folk: Folk is simpler for tiny teams. Keap automates far more.
- Keap vs Instantly: Instantly rules cold outreach. Keap nurtures warm leads and customers.
- Keap vs ClickUp: ClickUp runs projects. Keap runs your sales and marketing engine.
- Keap vs Monday CRM: Monday suits collaborative teams. Keap suits automated follow-up.
- Keap vs Capsule CRM: Capsule is lighter and cheaper. Keap does much more per contact.
- Keap vs Insightly: Insightly adds project delivery. Keap wins on marketing automation.
- Keap vs Freshsales CRM: Freshsales includes calling cheaply. Keap wins on campaigns.
- Keap vs Salesforce: Salesforce scales to enterprises. Keap stays simpler for small teams.
- Keap vs Zendesk: Zendesk leads in support tickets. Keap leads in lead capture and nurture.
Empieza a usar Keap ahora
Aprendiste a usar todas las funciones principales de Keap:
- ✅ Creador de automatizaciones
- ✅ CRM
- ✅ Correo electrónico y SMS
- ✅ Páginas de destino
- ✅ Embudo de ventas
- ✅ Gestión y seguimiento de clientes potenciales
- ✅ Mantener la IA
- ✅ Marketing por correo electrónico
- ✅ Gestión de oleoductos
Siguiente paso: Elige una función y pruébala ahora.
Most people start with the Automation Builder.
Tarda menos de 5 minutos.
Preguntas frecuentes
¿Es fácil usar Keap?
Yes for daily CRM work. The automation builder takes practice. Keap provides onboarding checklists, a video library, and free courses to get new users started fast.
¿Para qué se utiliza Keap?
Keap is an all-in-one CRM and automation platform for small businesses. It handles contacts, email marketing, texts, landing pages, sales pipelines, and automated follow-ups.
¿Qué es mejor que Keap?
It depends on your needs. HubSpot has a free CRM, GoHighLevel suits agencies, and ActiveCampaign wins on email pricing. Keap is stronger as one combined system.
¿Cómo creo un producto en Keap?
Open settings, then Products. Click Add Product, enter the name, price, and description, then save. Attach products to invoices, orders, and checkout forms.
¿Cómo se llamaba Keap antes?
Keap was called Infusionsoft. The company rebranded to Keap in 2019, and the legacy Infusionsoft product became Keap Max Classic.
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