Démarrage rapide
Ce guide couvre toutes les fonctionnalités de Keap :
- Commencer — Create your Keap account and finish basic setup
- Comment utiliser Automation Builder — Build when-then follow-ups that run on their own
- Comment utiliser un CRM — Keep every lead and customer record in one place
- Comment utiliser le courrier électronique et les SMS — Send one-off emails and texts from any contact record
- Comment utiliser les pages de destination — Capture lead data with pages and web forms
- Comment utiliser le pipeline des ventes — Set up a visual Kanban-style board for your deals
- Comment utiliser la gestion et le suivi des prospects — See where leads come from and what they do next
- Comment utiliser Keap AI — Launch campaigns fast with 30+ pre-built plays
- Comment utiliser le marketing par e-mail — Send targeted broadcasts to tagged segments
- Comment utiliser la gestion des pipelines — Move deals daily and let tasks fire themselves
Temps nécessaire : 5 minutes par fonctionnalité
Vous trouverez également dans ce guide : Conseils de pro | Erreurs courantes | Dépannage | Tarification | Alternatives
Pourquoi faire confiance à ce guide ?
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 est l'un des plus puissants CRM and automation tools for small businesses today.
Mais la plupart des utilisateurs n'exploitent qu'une infime partie de ses possibilités.
Ce guide vous montre comment utiliser chaque fonctionnalité principale.
Étape par étape, avec captures d'écran et conseils de pro.
Tutoriel 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.
Gardez
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.
Premiers pas avec Keap
Avant d'utiliser toute fonctionnalité, veuillez effectuer cette configuration unique.
Cela prend environ 3 minutes.
Here’s a look at my own setup experience:
Passons maintenant en revue chaque étape.
Step 1: Create Your Keap Account
Go to keap.com and click “Try free.”
Sign up with your work email and create a password.
Aucune carte de crédit n'est nécessaire pour démarrer l'essai.
✓ Point de contrôle: Vérifiez votre boîte de réception 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:
✓ Point de contrôle: Vous devriez voir le tableau de bord principal.
Étape 3 : Terminer la configuration initiale
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.
✅ Terminé : Vous êtes prêt à utiliser n'importe quelle fonctionnalité ci-dessous.
Comment utiliser Keap Automation Builder
Générateur d'automatisation lets you build when-then follow-ups that run without you.
Voici comment l'utiliser étape par étape.
Étape 1 : Ouvrez l’onglet Automatisations
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: Your trigger and actions connect on the visual canvas.
Étape 3 : Prévisualiser et publier
Run the preview, fix anything odd, then publish.
✅ Résultat : New leads now get instant follow-ups while you sleep.
💡 Conseil de pro : Prioritize a Welcome Campaign first, then add Appointment Reminders to cut no-shows.
Comment utiliser Keap CRM
CRM lets you capture all lead and customer info in one place.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Your CRM now organizes itself around how you actually sell.
💡 Conseil de pro : Customize your dashboard to show the CRM data you check daily.
Comment utiliser Keap Email & SMS
Email & Text lets you send one-off emails and texts from any contact record.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: Your draft shows the merged preview before sending.
Étape 3 : Envoyer ou programmer
Hit send now, or schedule it for business hours.
✅ Résultat : The message logs on the record automatically, so nothing gets lost.
💡 Conseil de pro : Text replies land back in Keap, so answer them there to keep the full history.
Comment utiliser les pages de destination Keap
Pages de destination lets you capture lead data with pages and web forms.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: The form fields map to your CRM automatically.
Step 3: Publish and Connect
Publish the page and attach a welcome automation to the form.
✅ Résultat : Every submission becomes a contact and triggers follow-up immediately.
💡 Conseil de pro : Embed Keap forms on your own website too, so every page can capture leads.
Comment utiliser Keap Sales Pipeline
Pipeline des ventes lets you build a visual Kanban-style board for your deals.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: Your stages appear as columns across the board.
Step 3: Add Deals
Create a deal, set its value, and link the contact.
✅ Résultat : You can now see your whole sales process at a glance.
💡 Conseil de pro : Keep stages under seven so the board stays readable on one screen.
How to Use Keap Lead Manager & Tracker
Gestion et suivi des prospects lets you track where leads come from and what they do next.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: Each new lead shows a source and a growing tag history.
Step 3: Check the Reports
Ouvrir reportage to track campaign success and engagement.
✅ Résultat : You now know which sources provide the best leads.
💡 Conseil de pro : Review source reports monthly, then spend more on the channels that convert.
Comment utiliser Keap AI
Keap AI lets you draft content and build campaigns with AI help.
Voici comment l'utiliser étape par étape.
Étape 1 : Ouvrez l’assistant 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.
Voici à quoi cela ressemble :
✓ Point de contrôle: The assistant loads a ready-made campaign you can edit.
Step 3: Edit and Launch
Rewrite the AI draft in your own voix, then launch.
✅ Résultat : A campaign that used to take days now takes minutes.
💡 Conseil de pro : Treat AI copy as a first draft. Your voice is what makes it great.
How to Use Keap Email Marketer
Marketing par e-mail lets you send targeted broadcasts and automated campaigns.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: Your recipient count matches the tag you picked.
Step 3: Send and Measure
Schedule the send, then watch opens and clicks in reporting.
✅ Résultat : Targeted emails go out without blasting everyone.
💡 Conseil de pro : Set up automated surveys after purchases to gather feedback and build loyalty.
How to Use Keap Pipeline Manager
Gestion des pipelines lets you manage deals daily and automate the busywork.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: Each card shows its owner, value, and next step.
Step 3: Review Weekly
Filter by stage or owner and clear out stalled deals.
✅ Résultat : No deal sits forgotten in your pipeline again.
💡 Conseil de pro : Tie a task automation to your proposal stage so follow-ups fire themselves.
Conseils et astuces Keap Pro
After testing Keap for eight months, here are my best tips.
Raccourcis clavier
| Action | Raccourci |
|---|---|
| Find any contact or page | Click the search icon in the top bar |
| Undo in the email builder | Ctrl + Z (Cmd + Z sur Mac) |
| Copy an email block | Ctrl + C, then Ctrl + V |
| Add a contact fast | Click the + icon in the top navigation |
Fonctionnalités cachées que la plupart des gens ignorent
- 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 développeur : Connect custom applications with the API and PHP SDK. OAuth makes server requests to a single Keap account without requiring user authentication each time.
Erreurs courantes à éviter
Mistake #1: Importing a Messy Contact List
❌ Faux : Dumping an old, unclean list straight into Keap.
✅ À droite : Ensure your contact list is clean first. Remove dead emails and duplicates, then import.
Erreur n° 2 : Stratégie de saut de tag
❌ Faux : Tagging randomly, or not at all, then wondering why segments fail.
✅ À droite : Strategize your tags on day one: source, status, and interest. Segmentation depends on it.
Mistake #3: Building Giant Campaigns First
❌ Faux : Spending week one on a 40-step automation nobody tested.
✅ À droite : Start small and get quick wins. A welcome sequence and reminders beat a monster build.
Dépannage Keap
Problème : Les e-mails atterrissent dans les spams
Cause: Your sending domain isn’t authenticated yet.
Réparer: Add the SPF and DKIM records Keap gives you, then re-test.
Problem: Imported Contacts Are Missing Details
Cause: CSV columns didn’t map to the right Keap fields.
Réparer: Re-import and match each column during the mapping step.
Problem: An Automation Never Fires
Cause: The automation is unpublished, or its trigger tag never applies.
Réparer: Publish it, check the tag spelling, and test with your own email.
📌 Note: If none of these fix your issue, contact Keap support.
Qu'est-ce que Keap ?
Gardez 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.
Regardez ce bref aperçu :
Il comprend les fonctionnalités clés suivantes :
- Générateur d'automatisation : Visual when-then campaigns that run themselves
- CRM : Every lead and customer record in one place
- Courriel et SMS : Direct messages from any contact record
- Pages de destination : Pages and forms that capture lead data
- Pipeline des ventes : A Kanban-style board for deals
- Gestion et suivi des prospects : Sources, tags, and behavior data
- Keap IA : 30+ pre-built plays and drafted copy
- Marketing par e-mail : Broadcasts and campaigns for tagged segments
- Gestion des pipelines : Daily deal moves that trigger tasks
Pour une analyse complète, consultez notre Avis Keap.
Tarification Keap
Voici le prix de Keap en 2026 :
| Plan | Prix | Idéal pour |
|---|---|---|
| Gardez | 299 $/mois (facturé annuellement) | Small businesses that want CRM, marketing, and sales automation in one system |
Essai gratuit : Oui — 14 jours, aucune carte de crédit requise.
Garantie de remboursement : No standard guarantee. Cancel before renewal instead.
💰 Meilleur rapport qualité-prix : There’s one plan, and it includes everything. Costs scale with contacts and users as you grow.
Keap contre les alternatives
Comment Keap se compare-t-il ? Voici le contexte concurrentiel :
| Outil | Idéal pour | Prix | Notation |
|---|---|---|---|
| Gardez | All-in-one small business automation | 299 $/mois | ⭐ 4.2 |
| GoHighLevel | Agencies and white-label | 97 $/mois | ⭐ 4,5 |
| HubSpot | CRM gratuit pour commencer | 15 $/mois | ⭐ 4,4 |
| ActiveCampaign | Email automation depth | 15 $/mois | ⭐ 4,5 |
| Pipedrive | Des pipelines de vente simples | 14 $/mois | ⭐ 4,5 |
| ClickFunnels | Entonnoirs de vente | 97 $/mois | ⭐ 4,6 |
| CRM du lundi | Visual team workflows | 12 $/mois | ⭐ 4,6 |
| Salesforce | Échelle d'entreprise | 25 $/mois | ⭐ 4,4 |
Sélection rapide :
- Meilleur résultat global : Keap — CRM, email, texts, and automation in one system
- Meilleur budget : Pipedrive — clean pipelines from $14/mo
- Idéal pour les débutants : HubSpot — free CRM tier to learn on
- Idéal pour les agences : GoHighLevel — tout en marque blanche pour les clients
🎯 Alternatives à Keap
Vous cherchez des alternatives à Keap ? Voici les meilleures options :
- 🚀 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.
- ⚡ Campagne active : Deeper email automation logic at a lower entry price.
- 🌟 HubSpot : Free CRM tier with a huge upgrade path as you scale.
- 🎨 ClickFunnels : Funnel-first builder for launches, offers, and checkout pages.
- 👶 Populaire: Lightweight, modern CRM for founders who find big tools heavy.
- 🔥 Immédiatement: Courriel froid outreach at scale with warm-up built in.
- 🔧 ClickUp : Project management with CRM templates for ops-minded teams.
- 📊 CRM du lundi : Visual boards and automations your whole team will actually use.
- 💼 Capsule CRM : Simple contact management with a generous free plan.
- 🎯 Perspicace : CRM plus project delivery for service businesses.
- 🧠 CRM Freshsales : AI scoring and built-in phone at friendly prices.
- 🏢 Salesforce : The enterprise standard when you outgrow everything else.
- ⭐ Zendesk : Support-first suite with a capable sales CRM attached.
Pour la liste complète, consultez notre Alternatives à Keap guide.
⚔️ Comparaison Keap
Voici comment Keap se compare à chaque concurrent :
- 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.
Commencez à utiliser Keap dès maintenant
Vous avez appris à utiliser toutes les principales fonctionnalités de Keap :
- ✅ Générateur d'automatisation
- ✅ CRM
- ✅ Courriel et SMS
- ✅ Pages de destination
- ✅ Pipeline des ventes
- ✅ Gestion et suivi des prospects
- ✅ Keap AI
- ✅ Marketing par e-mail
- ✅ Gestion du pipeline
Étape suivante : Choisissez une fonctionnalité et essayez-la dès maintenant.
Most people start with the Automation Builder.
Cela prend moins de 5 minutes.
Foire aux questions
Keap est-il facile à utiliser ?
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.
À quoi sert 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.
Qu'y a-t-il de mieux 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.
Comment créer un produit dans Keap ?
Open settings, then Products. Click Add Product, enter the name, price, and description, then save. Attach products to invoices, orders, and checkout forms.
Comment s'appelait Keap auparavant ?
Keap was called Infusionsoft. The company rebranded to Keap in 2019, and the legacy Infusionsoft product became Keap Max Classic.
Démarrage rapide
Ce guide couvre toutes les fonctionnalités de Keap :
- Commencer — Create your Keap account and finish basic setup
- Comment utiliser Automation Builder — Build when-then follow-ups that run on their own
- Comment utiliser un CRM — Keep every lead and customer record in one place
- Comment utiliser le courrier électronique et les SMS — Send one-off emails and texts from any contact record
- Comment utiliser les pages de destination — Capture lead data with pages and web forms
- Comment utiliser le pipeline des ventes — Set up a visual Kanban-style board for your deals
- Comment utiliser la gestion et le suivi des prospects — See where leads come from and what they do next
- Comment utiliser Keap AI — Launch campaigns fast with 30+ pre-built plays
- Comment utiliser le marketing par e-mail — Send targeted broadcasts to tagged segments
- Comment utiliser la gestion des pipelines — Move deals daily and let tasks fire themselves
Temps nécessaire : 5 minutes par fonctionnalité
Vous trouverez également dans ce guide : Conseils de pro | Erreurs courantes | Dépannage | Tarification | Alternatives
Pourquoi faire confiance à ce guide ?
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.
Mais la plupart des utilisateurs n'exploitent qu'une infime partie de ses possibilités.
Ce guide vous montre comment utiliser chaque fonctionnalité principale.
Étape par étape, avec captures d'écran et conseils de pro.
Tutoriel Keap
Ce tutoriel complet sur Keap vous guide pas à pas à travers chaque fonctionnalité, de la configuration initiale aux astuces avancées qui feront de vous un utilisateur expert.
Gardez
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.
Premiers pas avec Keap
Avant d'utiliser toute fonctionnalité, veuillez effectuer cette configuration unique.
Cela prend environ 3 minutes.
Here’s a look at my own setup experience:
Passons maintenant en revue chaque étape.
Step 1: Create Your Keap Account
Go to keap.com and click “Try free.”
Sign up with your work email and create a password.
Aucune carte de crédit n'est nécessaire pour démarrer l'essai.
✓ Point de contrôle: 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:
✓ Point de contrôle: Vous devriez voir le tableau de bord principal.
Étape 3 : Terminer la configuration initiale
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.
✅ Terminé : Vous êtes prêt à utiliser n'importe quelle fonctionnalité ci-dessous.
Comment utiliser Keap Automation Builder
Générateur d'automatisation lets you build when-then follow-ups that run without you.
Voici comment l'utiliser étape par étape.
Étape 1 : Ouvrez l’onglet Automatisations
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: Your trigger and actions connect on the visual canvas.
Étape 3 : Prévisualiser et publier
Run the preview, fix anything odd, then publish.
✅ Résultat : New leads now get instant follow-ups while you sleep.
💡 Conseil de pro : Prioritize a Welcome Campaign first, then add Appointment Reminders to cut no-shows.
Comment utiliser Keap CRM
CRM lets you capture all lead and customer info in one place.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Your CRM now organizes itself around how you actually sell.
💡 Conseil de pro : Customize your dashboard to show the CRM data you check daily.
Comment utiliser Keap Email & SMS
Email & Text lets you send one-off emails and texts from any contact record.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: Your draft shows the merged preview before sending.
Étape 3 : Envoyer ou programmer
Hit send now, or schedule it for business hours.
✅ Résultat : The message logs on the record automatically, so nothing gets lost.
💡 Conseil de pro : Text replies land back in Keap, so answer them there to keep the full history.
Comment utiliser les pages de destination Keap
Pages de destination lets you capture lead data with pages and web forms.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: The form fields map to your CRM automatically.
Step 3: Publish and Connect
Publish the page and attach a welcome automation to the form.
✅ Résultat : Every submission becomes a contact and triggers follow-up immediately.
💡 Conseil de pro : Embed Keap forms on your own website too, so every page can capture leads.
Comment utiliser Keap Sales Pipeline
Pipeline des ventes lets you build a visual Kanban-style board for your deals.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: Your stages appear as columns across the board.
Step 3: Add Deals
Create a deal, set its value, and link the contact.
✅ Résultat : You can now see your whole sales process at a glance.
💡 Conseil de pro : Keep stages under seven so the board stays readable on one screen.
Comment utiliser Keap Lead Management & Tracking
Gestion et suivi des prospects lets you track where leads come from and what they do next.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: Each new lead shows a source and a growing tag history.
Step 3: Check the Reports
Open reporting to track campaign success and engagement.
✅ Résultat : You now know which sources provide the best leads.
💡 Conseil de pro : Review source reports monthly, then spend more on the channels that convert.
Comment utiliser Keap AI
Keap AI lets you draft content and build campaigns with AI help.
Voici comment l'utiliser étape par étape.
Étape 1 : Ouvrez l’assistant 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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : A campaign that used to take days now takes minutes.
💡 Conseil de pro : Treat AI copy as a first draft. Your voice is what makes it great.
Comment utiliser le marketing par e-mail Keap
Marketing par e-mail lets you send targeted broadcasts and automated campaigns.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: Your recipient count matches the tag you picked.
Step 3: Send and Measure
Schedule the send, then watch opens and clicks in reporting.
✅ Résultat : Targeted emails go out without blasting everyone.
💡 Conseil de pro : Set up automated surveys after purchases to gather feedback and build loyalty.
Comment utiliser Keap Pipeline Management
Gestion des pipelines lets you manage deals daily and automate the busywork.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: Each card shows its owner, value, and next step.
Step 3: Review Weekly
Filter by stage or owner and clear out stalled deals.
✅ Résultat : No deal sits forgotten in your pipeline again.
💡 Conseil de pro : Tie a task automation to your proposal stage so follow-ups fire themselves.
Conseils et astuces Keap Pro
After testing Keap for eight months, here are my best tips.
Raccourcis clavier
| Action | Raccourci |
|---|---|
| Find any contact or page | Click the search icon in the top bar |
| Undo in the email builder | Ctrl + Z (Cmd + Z sur Mac) |
| Copy an email block | Ctrl + C, then Ctrl + V |
| Add a contact fast | Click the + icon in the top navigation |
Fonctionnalités cachées que la plupart des gens ignorent
- 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 développeur : Connect custom applications with the API and PHP SDK. OAuth makes server requests to a single Keap account without requiring user authentication each time.
Erreurs courantes à éviter
Mistake #1: Importing a Messy Contact List
❌ Faux : Dumping an old, unclean list straight into Keap.
✅ À droite : Ensure your contact list is clean first. Remove dead emails and duplicates, then import.
Erreur n° 2 : Stratégie de saut de tag
❌ Faux : Tagging randomly, or not at all, then wondering why segments fail.
✅ À droite : Strategize your tags on day one: source, status, and interest. Segmentation depends on it.
Mistake #3: Building Giant Campaigns First
❌ Faux : Spending week one on a 40-step automation nobody tested.
✅ À droite : Start small and get quick wins. A welcome sequence and reminders beat a monster build.
Dépannage Keap
Problème : Les e-mails atterrissent dans les spams
Cause: Your sending domain isn’t authenticated yet.
Réparer: Add the SPF and DKIM records Keap gives you, then re-test.
Problem: Imported Contacts Are Missing Details
Cause: CSV columns didn’t map to the right Keap fields.
Réparer: Re-import and match each column during the mapping step.
Problem: An Automation Never Fires
Cause: The automation is unpublished, or its trigger tag never applies.
Réparer: Publish it, check the tag spelling, and test with your own email.
📌 Note: If none of these fix your issue, contact Keap support.
Qu'est-ce que Keap ?
Gardez 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.
Regardez ce bref aperçu :
Il comprend les fonctionnalités clés suivantes :
- Générateur d'automatisation : Visual when-then campaigns that run themselves
- CRM : Every lead and customer record in one place
- Courriel et SMS : Direct messages from any contact record
- Pages de destination : Pages and forms that capture lead data
- Pipeline des ventes : A Kanban-style board for deals
- Gestion et suivi des prospects : Sources, tags, and behavior data
- Keap IA : 30+ pre-built plays and drafted copy
- Marketing par e-mail : Broadcasts and campaigns for tagged segments
- Gestion des pipelines : Daily deal moves that trigger tasks
Pour une analyse complète, consultez notre Avis Keap.
Tarification Keap
Voici le prix de Keap en 2026 :
| Plan | Prix | Idéal pour |
|---|---|---|
| Gardez | 299 $/mois (facturé annuellement) | Small businesses that want CRM, marketing, and sales automation in one system |
Essai gratuit : Oui — 14 jours, aucune carte de crédit requise.
Garantie de remboursement : No standard guarantee. Cancel before renewal instead.
💰 Meilleur rapport qualité-prix : There’s one plan, and it includes everything. Costs scale with contacts and users as you grow.
Keap contre les alternatives
Comment Keap se compare-t-il ? Voici le contexte concurrentiel :
| Outil | Idéal pour | Prix | Notation |
|---|---|---|---|
| Gardez | All-in-one small business automation | 299 $/mois | ⭐ 4.2 |
| GoHighLevel | Agencies and white-label | 97 $/mois | ⭐ 4,5 |
| HubSpot | CRM gratuit pour commencer | 15 $/mois | ⭐ 4,4 |
| ActiveCampaign | Email automation depth | 15 $/mois | ⭐ 4,5 |
| Pipedrive | Des pipelines de vente simples | 14 $/mois | ⭐ 4,5 |
| ClickFunnels | Entonnoirs de vente | 97 $/mois | ⭐ 4,6 |
| CRM du lundi | Visual team workflows | 12 $/mois | ⭐ 4,6 |
| Salesforce | Échelle d'entreprise | 25 $/mois | ⭐ 4,4 |
Sélection rapide :
- Meilleur résultat global : Keap — CRM, email, texts, and automation in one system
- Meilleur budget : Pipedrive — clean pipelines from $14/mo
- Idéal pour les débutants : HubSpot — free CRM tier to learn on
- Idéal pour les agences : GoHighLevel — tout en marque blanche pour les clients
🎯 Alternatives à Keap
Vous cherchez des alternatives à Keap ? Voici les meilleures options :
- 🚀 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.
- ⚡ Campagne active : Deeper email automation logic at a lower entry price.
- 🌟 HubSpot : Free CRM tier with a huge upgrade path as you scale.
- 🎨 ClickFunnels : Funnel-first builder for launches, offers, and checkout pages.
- 👶 Populaire: Lightweight, modern CRM for founders who find big tools heavy.
- 🔥 Immédiatement: Cold email outreach at scale with warm-up built in.
- 🔧 ClickUp : Project management with CRM templates for ops-minded teams.
- 📊 CRM du lundi : Visual boards and automations your whole team will actually use.
- 💼 Capsule CRM : Simple contact management with a generous free plan.
- 🎯 Perspicace : CRM plus project delivery for service businesses.
- 🧠 CRM Freshsales : AI scoring and built-in phone at friendly prices.
- 🏢 Salesforce : The enterprise standard when you outgrow everything else.
- ⭐ Zendesk : Support-first suite with a capable sales CRM attached.
Pour la liste complète, consultez notre Alternatives à Keap guide.
⚔️ Comparaison Keap
Voici comment Keap se compare à chaque concurrent :
- 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.
Commencez à utiliser Keap dès maintenant
Vous avez appris à utiliser toutes les principales fonctionnalités de Keap :
- ✅ Générateur d'automatisation
- ✅ CRM
- ✅ Courriel et SMS
- ✅ Pages de destination
- ✅ Pipeline des ventes
- ✅ Gestion et suivi des prospects
- ✅ Keap AI
- ✅ Marketing par e-mail
- ✅ Gestion du pipeline
Étape suivante : Choisissez une fonctionnalité et essayez-la dès maintenant.
Most people start with the Automation Builder.
Cela prend moins de 5 minutes.
Foire aux questions
Keap est-il facile à utiliser ?
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.
À quoi sert 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.
Qu'y a-t-il de mieux 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.
Comment créer un produit dans Keap ?
Open settings, then Products. Click Add Product, enter the name, price, and description, then save. Attach products to invoices, orders, and checkout forms.
Comment s'appelait Keap auparavant ?
Keap was called Infusionsoft. The company rebranded to Keap in 2019, and the legacy Infusionsoft product became Keap Max Classic.
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