{"id":11527,"date":"2024-09-20T12:21:07","date_gmt":"2024-09-20T12:21:07","guid":{"rendered":"https:\/\/fahimai.com\/?p=11527"},"modified":"2026-03-06T13:30:42","modified_gmt":"2026-03-06T10:30:42","slug":"how-to-use-keap","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/fr\/how-to-use-keap","title":{"rendered":"How to Use Keap: Setup Sales Pipeline in Minutes in 2026"},"content":{"rendered":"\n<h2 id='quick-start'  id=\"boomdevs_1\" class=\"wp-block-heading\">Quick Start<\/h2>\n\n\n\n<div class=\"wp-block-group quick-start-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image127374_8f7f9c-80.kb-image-is-ratio-size, .kb-image127374_8f7f9c-80 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image127374_8f7f9c-80.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image127374_8f7f9c-80 .kb-image-is-ratio-size{align-self:unset;}.kb-image127374_8f7f9c-80 figure{max-width:350px;}.kb-image127374_8f7f9c-80 .image-is-svg, .kb-image127374_8f7f9c-80 .image-is-svg img{width:100%;}.kb-image127374_8f7f9c-80 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image127374_8f7f9c-80\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-25.png\" alt=\"Keap CRM\" class=\"kb-img wp-image-8983\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-25.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-25-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n\n\n\n<p><strong>This guide covers every Keap feature:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#getting-started-with-keap\">Getting Started<\/a> \u2014 Create account and basic setup<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-automation-builder\">How to Use Automation Builder<\/a> \u2014 Build automated workflows without code<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-crm\">How to Use CRM<\/a> \u2014 Manage all contacts in one place<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-email-and-text\">How to Use Email &amp; Text<\/a> \u2014 Send targeted messages automatically<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-landing-pages\">How to Use Landing Pages<\/a> \u2014 Capture leads with custom pages<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-sales-pipeline\">How to Use Sales Pipeline<\/a> \u2014 Track deals from start to close<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-lead-management-and-tracking\">How to Use Lead Management &amp; Tracking<\/a> \u2014 Score and prioritize your best leads<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-ai\">How to Use Keap AI<\/a> \u2014 Create content and automations faster<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-email-marketing\">How to Use Email Marketing<\/a> \u2014 Design and send broadcast campaigns<\/li>\n\n\n\n<li><a href=\"#how-to-use-keap-pipeline-management\">How to Use Pipeline Management<\/a> \u2014 Visualize your entire sales process<\/li>\n<\/ul>\n\n\n\n<p><strong>Time needed:<\/strong> 5 minutes per feature<\/p>\n\n\n\n<p><strong>Also in this guide:<\/strong> <a href=\"#keap-pro-tips-and-shortcuts\">Pro Tips<\/a> | <a href=\"#keap-common-mistakes-to-avoid\">Common Mistakes<\/a> | <a href=\"#keap-troubleshooting\">Troubleshooting<\/a> | <a href=\"#keap-pricing\">Pricing<\/a> | <a href=\"#keap-vs-alternatives\">Alternatives<\/a><\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p>I&#8217;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 \u2014 not marketing fluff or vendor screenshots.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"420\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Fahim-AI-112.png\" alt=\"How to Use Keap\" class=\"wp-image-11636\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Fahim-AI-112.png 800w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Fahim-AI-112-480x252.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure>\n\n\n\n<p>Keap is one of the most powerful <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-for-plumbers\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51566\" target=\"_blank\" rel=\"noopener\">CRM<\/a> and automation tools available today.<\/p>\n\n\n\n<p>But most users only scratch the surface of what it can do.<\/p>\n\n\n\n<p>This guide shows you how to use every major feature.<\/p>\n\n\n\n<p>Step by step, with screenshots and pro tips.<\/p>\n\n\n\n<h2 id='keap-tutorial'  id=\"boomdevs_2\" class=\"wp-block-heading\">Keap Tutorial<\/h2>\n\n\n\n<p>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.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns cta-box-inner is-layout-flex wp-container-core-columns-is-layout-3058809c wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column cta-box-left is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group cta-box-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image127374_8f7f9c-80.kb-image-is-ratio-size, .kb-image127374_8f7f9c-80 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image127374_8f7f9c-80.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image127374_8f7f9c-80 .kb-image-is-ratio-size{align-self:unset;}.kb-image127374_8f7f9c-80 figure{max-width:350px;}.kb-image127374_8f7f9c-80 .image-is-svg, .kb-image127374_8f7f9c-80 .image-is-svg img{width:100%;}.kb-image127374_8f7f9c-80 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image127374_8f7f9c-80\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-25.png\" alt=\"Keap CRM\" class=\"kb-img wp-image-8983\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-25.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/CTA-25-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column cta-box-right is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"cta-box-title\">Keap<\/p>\n\n\n\n<p class=\"cta-box-description\">Automate your sales and marketing in one platform. Keap combines CRM, email marketing, and automation to help <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/bookkeeping-software-for-small-businesses\" title=\"small businesses\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51576\" target=\"_blank\" rel=\"noopener\">small businesses<\/a> close more deals. Start your 14-day free trial \u2014 no credit card required.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p><a class=\"cta-btn cta-btn-primary\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\">TRY KEAP NOW \u2192<\/a><\/p>\n\n\n\n<p><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/keap-crm\">READ FULL REVIEW \u2192<\/a><\/p>\n\n\n\n<p><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/keap-alternatives\">KEAP ALTERNATIVES \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 id='getting-started-with-keap'  id=\"boomdevs_3\" class=\"wp-block-heading\" id=\"getting-started-with-keap\">Getting Started with Keap<\/h3>\n\n\n\n<p>Before using any feature, complete this one-time setup.<\/p>\n\n\n\n<p>It takes about 3 minutes.<\/p>\n\n\n\n<p>Now let&#8217;s walk through each step.<\/p>\n\n\n\n<h4 id='step-1-create-your-account'  id=\"boomdevs_4\" class=\"wp-block-heading\">Step 1: Create Your Account<\/h4>\n\n\n\n<p>Go to Keap&#8217;s website and click &#8220;Start Free Trial.&#8221;<\/p>\n\n\n\n<p>Enter your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-for-small-construction-business\" title=\"business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51592\" target=\"_blank\" rel=\"noopener\">business<\/a> email and create a password.<\/p>\n\n\n\n<p>Use a business email \u2014 free email providers may limit features.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Check your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/inbox-placement-tool\" title=\"inbox\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51559\" target=\"_blank\" rel=\"noopener\">inbox<\/a> for a confirmation email.<\/p>\n\n\n\n<h4 id='step-2-complete-your-business-profile'  id=\"boomdevs_5\" class=\"wp-block-heading\">Step 2: Complete Your Business Profile<\/h4>\n\n\n\n<p>Fill in your business name, industry, and phone number.<\/p>\n\n\n\n<p>Keap uses this info to customize your dashboard and templates.<\/p>\n\n\n\n<p>Here&#8217;s what the onboarding screen looks like:<\/p>\n\n\n<style>.kb-image8978_031b62-55 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image8978_031b62-55\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"372\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-Top-Benefits-1024x372.png\" alt=\"Keap Top Benefits\" class=\"kb-img wp-image-181860\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-Top-Benefits-1024x372.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-Top-Benefits-980x356.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-Top-Benefits-480x174.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see the main dashboard with your business name.<\/p>\n\n\n\n<h4 id='step-3-import-your-contacts'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Import Your Contacts<\/h4>\n\n\n\n<p>Click &#8220;Contacts&#8221; in the left menu, then &#8220;Import Contacts.&#8221;<\/p>\n\n\n\n<p>Upload a CSV file or connect your email provider.<\/p>\n\n\n\n<p>Clean your list before importing \u2014 remove duplicates and invalid emails.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Done:<\/strong> You&#8217;re ready to use any feature below.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-automation-builder'  id=\"boomdevs_7\" class=\"wp-block-heading\" id=\"how-to-use-keap-automation-builder\">How to Use Keap Automation Builder<\/h3>\n\n\n\n<p><strong>Automation <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-website-builder\" title=\"Builder\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51587\" target=\"_blank\" rel=\"noopener\">Builder<\/a><\/strong> lets you create &#8220;when-then&#8221; workflows that run without manual effort.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Automation Builder in action:<\/p>\n\n\n<style>.kb-image8978_dad578-f8 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_dad578-f8 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"468\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM-Automation-Builder.png\" alt=\"Keap CRM Automation Builder\" class=\"kb-img wp-image-8987\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM-Automation-Builder.png 1024w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM-Automation-Builder-980x448.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM-Automation-Builder-480x219.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-open-the-automation-builder'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Open the Automation Builder<\/h4>\n\n\n\n<p>Go to &#8220;Automations&#8221; in the left sidebar menu.<\/p>\n\n\n\n<p>Click &#8220;Create Automation&#8221; in the top right corner.<\/p>\n\n\n\n<p>Choose a pre-built template or start from scratch.<\/p>\n\n\n\n<h4 id='step-2-set-your-trigger-and-actions'  id=\"boomdevs_9\" class=\"wp-block-heading\">Step 2: Set Your Trigger and Actions<\/h4>\n\n\n\n<p>Pick a trigger like &#8220;Form Submitted&#8221; or &#8220;Tag Applied.&#8221;<\/p>\n\n\n\n<p>Then add actions such as &#8220;Send Email&#8221; or &#8220;Create Task.&#8221;<\/p>\n\n\n\n<p>Drag and drop elements to build your workflow visually.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see a connected sequence of triggers and actions.<\/p>\n\n\n\n<h4 id='step-3-activate-your-automation'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Activate Your Automation<\/h4>\n\n\n\n<p>Review your workflow by clicking &#8220;Preview.&#8221;<\/p>\n\n\n\n<p>Toggle the automation to &#8220;Active&#8221; when you&#8217;re ready.<\/p>\n\n\n\n<p>Test it by triggering the first action with a test contact.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your automation now runs on autopilot for every new contact.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Start with Keap&#8217;s Welcome Campaign template \u2014 it&#8217;s the fastest way to nurture new leads automatically.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-crm'  id=\"boomdevs_11\" class=\"wp-block-heading\" id=\"how-to-use-keap-crm\">How to Use Keap CRM<\/h3>\n\n\n\n<p><strong>CRM<\/strong> lets you store all lead and customer info in one place for a 360-degree view.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch CRM in action:<\/p>\n\n\n<style>.kb-image8978_f30d85-51 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_f30d85-51 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"500\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM.png\" alt=\"Keap CRM\" class=\"kb-img wp-image-8988\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM.png 1024w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM-980x479.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-CRM-480x234.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-add-a-new-contact'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Add a New Contact<\/h4>\n\n\n\n<p>Click &#8220;Contacts&#8221; then the &#8220;+&#8221; button in the top right.<\/p>\n\n\n\n<p>Enter their name, email, phone number, and company.<\/p>\n\n\n\n<p>Add custom fields for any extra details you need to track.<\/p>\n\n\n\n<h4 id='step-2-apply-tags-and-segments'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Apply Tags and Segments<\/h4>\n\n\n\n<p>Open any contact record and click &#8220;Add Tag.&#8221;<\/p>\n\n\n\n<p>Use tags like &#8220;Lead,&#8221; &#8220;Customer,&#8221; or &#8220;VIP&#8221; to organize contacts.<\/p>\n\n\n\n<p>Tags let you send targeted messages to the right people.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Your contact should show the applied tags on their profile.<\/p>\n\n\n\n<h4 id='step-3-view-contact-activity'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: View Contact Activity<\/h4>\n\n\n\n<p>Click any contact to see their full history.<\/p>\n\n\n\n<p>You&#8217;ll see emails opened, forms submitted, and purchases made.<\/p>\n\n\n\n<p>Use this data to personalize your next outreach.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You now have a complete view of every contact in your database.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Create a tagging strategy before importing contacts \u2014 it saves hours of cleanup later.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-email-text'  id=\"boomdevs_15\" class=\"wp-block-heading\" id=\"how-to-use-keap-email-and-text\">How to Use Keap Email &amp; Text<\/h3>\n\n\n\n<p><strong>Email &amp; <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-text-generator\" title=\"Text\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51591\" target=\"_blank\" rel=\"noopener\">Text<\/a><\/strong> lets you send one-on-one messages and automated sequences to contacts.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Email &amp; Text in action:<\/p>\n\n\n<style>.kb-image8978_204b28-ce .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_204b28-ce size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"481\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Email-Text-for-Keap-CRM.png\" alt=\"Email Text for Keap CRM\" class=\"kb-img wp-image-8989\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Email-Text-for-Keap-CRM.png 1024w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Email-Text-for-Keap-CRM-980x460.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Email-Text-for-Keap-CRM-480x225.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-open-the-messaging-dashboard'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Open the Messaging Dashboard<\/h4>\n\n\n\n<p>Go to &#8220;Communications&#8221; in the left sidebar.<\/p>\n\n\n\n<p>Select &#8220;Email &amp; Text&#8221; from the dropdown menu.<\/p>\n\n\n\n<p>You&#8217;ll see all recent conversations in one inbox.<\/p>\n\n\n\n<h4 id='step-2-compose-and-send-a-message'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Compose and Send a Message<\/h4>\n\n\n\n<p>Click &#8220;New Message&#8221; and select a contact.<\/p>\n\n\n\n<p>Choose email or text, then write your message.<\/p>\n\n\n\n<p>Use saved templates to speed up common replies.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see the sent message in the contact&#8217;s timeline.<\/p>\n\n\n\n<h4 id='step-3-create-a-task-from-a-message'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: Create a Task from a Message<\/h4>\n\n\n\n<p>Click the task icon on any message to create a follow-up task.<\/p>\n\n\n\n<p>Set a due date and assign it to yourself or a team member.<\/p>\n\n\n\n<p>This ensures no customer request falls through the cracks.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You can now message contacts and track follow-ups from one screen.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Set up DKIM authentication before sending emails \u2014 it&#8217;s required and improves deliverability.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-landing-pages'  id=\"boomdevs_19\" class=\"wp-block-heading\" id=\"how-to-use-keap-landing-pages\">How to Use Keap Landing Pages<\/h3>\n\n\n\n<p><strong>Landing Pages<\/strong> lets you capture leads with custom web forms and pages.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Landing Pages in action:<\/p>\n\n\n<style>.kb-image8978_b99eb2-d7 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_b99eb2-d7 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"467\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Landing-Pages-for-Keap-CRM.png\" alt=\"Landing Pages for Keap CRM\" class=\"kb-img wp-image-8991\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Landing-Pages-for-Keap-CRM.png 1024w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Landing-Pages-for-Keap-CRM-980x447.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Landing-Pages-for-Keap-CRM-480x219.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-choose-a-landing-page-template'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Choose a Landing Page Template<\/h4>\n\n\n\n<p>Go to &#8220;Marketing&#8221; and click &#8220;Landing Pages.&#8221;<\/p>\n\n\n\n<p>Browse the template library and pick one that fits your goal.<\/p>\n\n\n\n<p>Templates include lead capture, webinar signup, and checkout pages.<\/p>\n\n\n\n<h4 id='step-2-customize-your-page'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Customize Your Page<\/h4>\n\n\n\n<p>Use the drag-and-drop editor to change text, images, and colors.<\/p>\n\n\n\n<p>Add a form that captures the exact fields you need.<\/p>\n\n\n\n<p>Connect the form to a tag or automation for instant follow-up.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Preview your page on both desktop and mobile views.<\/p>\n\n\n\n<h4 id='step-3-publish-and-share'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: Publish and Share<\/h4>\n\n\n\n<p>Click &#8220;Publish&#8221; to make your page live.<\/p>\n\n\n\n<p>Copy the URL and share it in emails, ads, or <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-social-media-scheduler\" title=\"social media\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51560\" target=\"_blank\" rel=\"noopener\">social media<\/a>.<\/p>\n\n\n\n<p>Embed the form on your website for even more lead captures.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your landing page is live and capturing leads into Keap automatically.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Connect every landing page form to a Welcome Campaign automation \u2014 it turns new leads into warm prospects <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/instantly-ai\" title=\"instantly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51589\" target=\"_blank\" rel=\"noopener\">instantly<\/a>.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-sales-pipeline'  id=\"boomdevs_23\" class=\"wp-block-heading\" id=\"how-to-use-keap-sales-pipeline\">How to Use Keap Sales Pipeline<\/h3>\n\n\n\n<p><strong>Sales Pipeline<\/strong> lets you track every deal from first contact to closed sale.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Sales Pipeline in action:<\/p>\n\n\n<style>.kb-image8978_d79d90-12 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_d79d90-12 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"456\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Sales-pipeline-for-Keap-CRM.png\" alt=\"Sales pipeline for Keap CRM\" class=\"kb-img wp-image-8990\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Sales-pipeline-for-Keap-CRM.png 1024w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Sales-pipeline-for-Keap-CRM-980x436.png 980w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Sales-pipeline-for-Keap-CRM-480x214.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-set-up-your-pipeline-stages'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Set Up Your Pipeline Stages<\/h4>\n\n\n\n<p>Go to &#8220;Sales&#8221; and click &#8220;Pipeline.&#8221;<\/p>\n\n\n\n<p>Name your pipeline and add stages like &#8220;New Lead,&#8221; &#8220;Proposal Sent,&#8221; and &#8220;Won.&#8221;<\/p>\n\n\n\n<p>Customize stage names to match your actual sales process.<\/p>\n\n\n\n<h4 id='step-2-add-deals-to-the-pipeline'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: Add Deals to the Pipeline<\/h4>\n\n\n\n<p>Click &#8220;Add Deal&#8221; and link it to an existing contact.<\/p>\n\n\n\n<p>Enter the deal value, expected close date, and notes.<\/p>\n\n\n\n<p>Drag deals between stages as they progress.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see your deals organized in a Kanban-style board.<\/p>\n\n\n\n<h4 id='step-3-automate-pipeline-actions'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Automate Pipeline Actions<\/h4>\n\n\n\n<p>Set up automations that trigger when deals move between stages.<\/p>\n\n\n\n<p>For example, send a follow-up email when a deal enters &#8220;Proposal Sent.&#8221;<\/p>\n\n\n\n<p>This removes manual work and speeds up your sales cycle.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Every deal is tracked visually and moves forward with automated nudges.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Moving a deal to a new stage can trigger tasks, emails, and tags automatically \u2014 set this up to save hours each week.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-lead-management-tracking'  id=\"boomdevs_27\" class=\"wp-block-heading\" id=\"how-to-use-keap-lead-management-and-tracking\">How to Use Keap Lead Management &amp; Tracking<\/h3>\n\n\n\n<p><strong>Lead Management &amp; Tracking<\/strong> lets you score, sort, and prioritize your hottest leads.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Lead Management in action:<\/p>\n\n\n<style>.kb-image8978_4b7710-47 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image8978_4b7710-47\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"550\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-lead-management-and-tracking-1024x550.png\" alt=\"Keap lead management and tracking\" class=\"kb-img wp-image-181861\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-lead-management-and-tracking-1024x550.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-lead-management-and-tracking-980x526.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-lead-management-and-tracking-480x258.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-set-up-lead-scoring-rules'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Set Up Lead Scoring Rules<\/h4>\n\n\n\n<p>Go to &#8220;Settings&#8221; and find &#8220;Lead Scoring.&#8221;<\/p>\n\n\n\n<p>Assign point values based on actions like email opens or form fills.<\/p>\n\n\n\n<p>Higher scores mean hotter leads ready for outreach.<\/p>\n\n\n\n<h4 id='step-2-view-and-filter-your-leads'  id=\"boomdevs_29\" class=\"wp-block-heading\">Step 2: View and Filter Your Leads<\/h4>\n\n\n\n<p>Open the Contacts list and sort by lead score.<\/p>\n\n\n\n<p>Filter by tags, source, or activity level to find top prospects.<\/p>\n\n\n\n<p>Save your filters as custom views for quick access.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see leads sorted by engagement level.<\/p>\n\n\n\n<h4 id='step-3-trigger-actions-for-hot-leads'  id=\"boomdevs_30\" class=\"wp-block-heading\">Step 3: Trigger Actions for Hot Leads<\/h4>\n\n\n\n<p>Create automations that fire when a lead hits a certain score.<\/p>\n\n\n\n<p>Notify your sales team or send a personalized offer automatically.<\/p>\n\n\n\n<p>This ensures your best leads get attention at the right time.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your team focuses on the leads most likely to buy.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Combine lead scoring with pipeline automations so hot leads move into your sales pipeline without lifting a finger.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-ai'  id=\"boomdevs_31\" class=\"wp-block-heading\" id=\"how-to-use-keap-ai\">How to Use Keap AI<\/h3>\n\n\n\n<p><strong>Keap AI<\/strong> lets you generate email content, automation sequences, and campaign ideas in seconds.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Keap AI in action:<\/p>\n\n\n<style>.kb-image8978_22528f-3d .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image8978_22528f-3d\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"369\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-AI-1024x369.png\" alt=\"Keap AI\" class=\"kb-img wp-image-181862\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-AI-1024x369.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-AI-980x353.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-AI-480x173.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-access-the-ai-automation-assistant'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Access the AI Automation Assistant<\/h4>\n\n\n\n<p>Open the Automations section and click &#8220;<a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ai-assistant-tools\" title=\"AI Assistant\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51563\">AI Assistant<\/a>.<\/p>\n\n\n\n<p>You&#8217;ll see over 30 pre-built campaign templates called &#8220;plays.&#8221;<\/p>\n\n\n\n<p>Choose a play for lead generation, conversion, or customer satisfaction.<\/p>\n\n\n\n<h4 id='step-2-generate-content-with-ai'  id=\"boomdevs_33\" class=\"wp-block-heading\">Step 2: Generate Content with AI<\/h4>\n\n\n\n<p>Select any email in your automation and click &#8220;Write with AI.&#8221;<\/p>\n\n\n\n<p>Enter a brief description of what you want to say.<\/p>\n\n\n\n<p>Keap AI generates a complete email draft you can edit.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see a ready-to-edit AI-generated email in the editor.<\/p>\n\n\n\n<h4 id='step-3-review-and-launch'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Review and Launch<\/h4>\n\n\n\n<p>Edit the AI draft to match your brand <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/ai-voice-cloning\" title=\"voice\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51565\" target=\"_blank\" rel=\"noopener\">voice<\/a>.<\/p>\n\n\n\n<p>Add personalization tokens like first name or company.<\/p>\n\n\n\n<p>Activate the automation to start sending automatically.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You&#8217;ve created a full campaign in minutes instead of hours.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Use AI to draft your first version, then personalize it \u2014 AI saves time but your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-free-ai-voice-generator\" title=\"voice\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51594\" target=\"_blank\" rel=\"noopener\">voice<\/a> closes deals.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-email-marketing'  id=\"boomdevs_35\" class=\"wp-block-heading\" id=\"how-to-use-keap-email-marketing\">How to Use Keap Email Marketing<\/h3>\n\n\n\n<p><strong>Email Marketing<\/strong> lets you design and send broadcast campaigns to your entire list or targeted segments.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Email Marketing in action:<\/p>\n\n\n<style>.kb-image8978_ae1c11-39 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image8978_ae1c11-39\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"935\" height=\"565\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-EMAIL-MARKETING.png\" alt=\"Keap EMAIL MARKETING\" class=\"kb-img wp-image-181863\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-EMAIL-MARKETING.png 935w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-EMAIL-MARKETING-480x290.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 935px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-create-a-new-broadcast'  id=\"boomdevs_36\" class=\"wp-block-heading\">Step 1: Create a New Broadcast<\/h4>\n\n\n\n<p>Go to &#8220;Marketing&#8221; and click &#8220;Email Broadcasts.&#8221;<\/p>\n\n\n\n<p>Click &#8220;Create Broadcast&#8221; to start a new campaign.<\/p>\n\n\n\n<p>Choose your audience by selecting tags or saved searches.<\/p>\n\n\n\n<h4 id='step-2-design-your-email'  id=\"boomdevs_37\" class=\"wp-block-heading\">Step 2: Design Your Email<\/h4>\n\n\n\n<p>Pick a professional template from the template library.<\/p>\n\n\n\n<p>Customize colors, images, and copy to match your brand.<\/p>\n\n\n\n<p>Add a clear call-to-action button in every email.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Preview your email on both desktop and mobile.<\/p>\n\n\n\n<h4 id='step-3-send-or-schedule'  id=\"boomdevs_38\" class=\"wp-block-heading\">Step 3: Send or Schedule<\/h4>\n\n\n\n<p>Choose &#8220;Send Now&#8221; or set a future date and time.<\/p>\n\n\n\n<p>Review your recipient count before hitting send.<\/p>\n\n\n\n<p>Track opens, clicks, and replies in the reporting dashboard.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your broadcast reaches the right audience at the right time.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Send newsletters, coupon codes, or seasonal sale reminders as broadcasts \u2014 they drive quick engagement spikes.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-keap-pipeline-management'  id=\"boomdevs_39\" class=\"wp-block-heading\" id=\"how-to-use-keap-pipeline-management\">How to Use Keap Pipeline Management<\/h3>\n\n\n\n<p><strong>Pipeline Management<\/strong> lets you visualize your entire sales process across multiple pipelines.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Pipeline Management in action:<\/p>\n\n\n<style>.kb-image8978_6c8b3d-b6 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image8978_6c8b3d-b6\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"570\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-pipeline-management-1024x570.png\" alt=\"Keap pipeline management\" class=\"kb-img wp-image-181864\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-pipeline-management-1024x570.png 1024w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-pipeline-management-980x545.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/09\/Keap-pipeline-management-480x267.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-create-multiple-pipelines'  id=\"boomdevs_40\" class=\"wp-block-heading\">Step 1: Create Multiple Pipelines<\/h4>\n\n\n\n<p>Go to &#8220;Sales&#8221; and click &#8220;Pipelines.&#8221;<\/p>\n\n\n\n<p>Create separate pipelines for different products or services.<\/p>\n\n\n\n<p>Each pipeline can have unique stages and automation triggers.<\/p>\n\n\n\n<h4 id='step-2-customize-pipeline-stages'  id=\"boomdevs_41\" class=\"wp-block-heading\">Step 2: Customize Pipeline Stages<\/h4>\n\n\n\n<p>Click any stage name to rename it or adjust its position.<\/p>\n\n\n\n<p>Add probability percentages to forecast revenue at each stage.<\/p>\n\n\n\n<p>Color-code stages for quick visual scanning.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see multiple pipelines with custom stages.<\/p>\n\n\n\n<h4 id='step-3-review-pipeline-reports'  id=\"boomdevs_42\" class=\"wp-block-heading\">Step 3: Review Pipeline Reports<\/h4>\n\n\n\n<p>Open &#8220;Reports&#8221; and select &#8220;Pipeline Performance.&#8221;<\/p>\n\n\n\n<p>See total deal value, conversion rates, and average close time.<\/p>\n\n\n\n<p>Use this data to find bottlenecks and improve your sales process.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You have full visibility into every active deal across all pipelines.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Create a separate pipeline for upsells \u2014 it keeps your main sales pipeline clean and focused.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='keap-pro-tips-and-shortcuts'  id=\"boomdevs_43\" class=\"wp-block-heading\" id=\"keap-pro-tips-and-shortcuts\">Keap Pro Tips and Shortcuts<\/h2>\n\n\n\n<p>After testing Keap for over two years, here are my best tips.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Keyboard Shortcuts<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Action<\/th><th>Shortcut<\/th><\/tr><\/thead><tbody><tr><td>Quick search contacts<\/td><td>Ctrl + K (Cmd + K on <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-mac\" title=\"Mac\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51561\" target=\"_blank\" rel=\"noopener\">Mac<\/a>)<\/td><\/tr><tr><td>Create new contact<\/td><td>Ctrl + Shift + N<\/td><\/tr><tr><td>Navigate to dashboard<\/td><td>Ctrl + D<\/td><\/tr><tr><td>Open task list<\/td><td>Ctrl + T<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Hidden Features Most People Miss<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Play Blueprints:<\/strong> Access free step-by-step guides for common sales processes including goals, action plans, and metrics.<\/li>\n\n\n\n<li><strong>Custom Dashboard Widgets:<\/strong> Drag and rearrange your dashboard to show only the data that matters to your business.<\/li>\n\n\n\n<li><strong>5,000+ Integrations:<\/strong> Connect Keap to your existing tech stack through native integrations and <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/zapier\" title=\"Zapier\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51562\" target=\"_blank\" rel=\"noopener\">Zapier<\/a> without any coding.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='keap-common-mistakes-to-avoid'  id=\"boomdevs_44\" class=\"wp-block-heading\" id=\"keap-common-mistakes-to-avoid\">Keap Common Mistakes to Avoid<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Importing Dirty Contact Lists<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Uploading your entire contact list without cleaning it first.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Right:<\/strong> Remove duplicates, invalid emails, and inactive contacts before importing.<\/p>\n<\/div>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Skipping Tag Strategy<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Creating tags randomly as you go without a naming convention.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Right:<\/strong> Plan a tag hierarchy with categories like &#8220;Source,&#8221; &#8220;Interest,&#8221; and &#8220;Status&#8221; before you start.<\/p>\n<\/div>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Building Complex Automations Too <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/early-app\" title=\"Early\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51564\">Early<\/a><\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Creating a 20-step automation as your first workflow.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Right:<\/strong> Start with simple 3-step automations like a welcome sequence, then build complexity over time.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='keap-troubleshooting'  id=\"boomdevs_45\" class=\"wp-block-heading\" id=\"keap-troubleshooting\">Keap Troubleshooting<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Emails Not Sending<\/p>\n\n\n\n<p><strong>Cause:<\/strong> DKIM authentication is not set up for your domain.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Go to Settings &gt; Email &gt; DKIM and follow the DNS setup instructions for your domain provider.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Contacts Not Showing in Pipeline<\/p>\n\n\n\n<p><strong>Cause:<\/strong> The contact has no deal associated with them in that pipeline.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Open the contact record, click &#8220;Add Deal,&#8221; and assign it to the correct pipeline and stage.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Automation Not Triggering<\/p>\n\n\n\n<p><strong>Cause:<\/strong> The automation status is set to &#8220;Draft&#8221; instead of &#8220;Active.&#8221;<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Open the automation, check the status toggle in the top right, and switch it to &#8220;Active.&#8221;<\/p>\n\n\n\n<p>\ud83d\udccc <strong>Note:<\/strong> If none of these fix your issue, contact Keap support via 24\/7 live chat or email.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='what-is-keap'  id=\"boomdevs_46\" class=\"wp-block-heading\">What is Keap?<\/h2>\n\n\n\n<p><strong>Keap<\/strong> is an all-in-one CRM and automation platform built for small businesses to manage contacts, sales, and marketing in one place.<\/p>\n\n\n\n<p>Think of it like having a sales rep, email marketer, and office manager rolled into one software.<\/p>\n\n\n\n<p>Watch this quick overview:<\/p>\n\n\n<!--presto-player:video_id=407--><figure class=\"wp-block-video presto-block-video  presto-provider-youtube\" style=\"--plyr-color-main: var(--presto-player-highlight-color, #00b3ff); --presto-player-logo-width: 150px; \">\n\t<presto-player \n\t\tpreset='{&quot;id&quot;:5,&quot;name&quot;:&quot;YouTube Optimized&quot;,&quot;slug&quot;:&quot;youtube&quot;,&quot;icon&quot;:&quot;youtube&quot;,&quot;skin&quot;:&quot;modern&quot;,&quot;play-large&quot;:true,&quot;rewind&quot;:true,&quot;play&quot;:true,&quot;fast-forward&quot;:true,&quot;progress&quot;:true,&quot;current-time&quot;:true,&quot;mute&quot;:true,&quot;volume&quot;:true,&quot;speed&quot;:true,&quot;pip&quot;:false,&quot;fullscreen&quot;:true,&quot;captions&quot;:false,&quot;reset_on_end&quot;:true,&quot;auto_hide&quot;:true,&quot;show_time_elapsed&quot;:false,&quot;captions_enabled&quot;:false,&quot;save_player_position&quot;:false,&quot;sticky_scroll&quot;:false,&quot;sticky_scroll_position&quot;:&quot;bottom right&quot;,&quot;on_video_end&quot;:&quot;select&quot;,&quot;play_video_viewport&quot;:false,&quot;hide_youtube&quot;:false,&quot;lazy_load_youtube&quot;:true,&quot;hide_logo&quot;:false,&quot;border_radius&quot;:0,&quot;caption_style&quot;:&quot;&quot;,&quot;caption_background&quot;:&quot;&quot;,&quot;is_locked&quot;:true,&quot;cta&quot;:[&quot;&quot;],&quot;watermark&quot;:[&quot;&quot;],&quot;search&quot;:[&quot;&quot;],&quot;email_collection&quot;:[&quot;&quot;],&quot;created_by&quot;:2,&quot;created_at&quot;:&quot;2024-03-02 00:00:21&quot;,&quot;updated_at&quot;:&quot;2024-03-02 00:00:21&quot;,&quot;deleted_at&quot;:&quot;&quot;}'\n\t\tbranding='{&quot;logo&quot;:&quot;&quot;,&quot;color&quot;:&quot;#00b3ff&quot;,&quot;logo_width&quot;:150,&quot;player_css&quot;:&quot;&quot;}'\n\t\tchapters='[]'\n\t\toverlays='[]'\n\t\ttracks='[]'\n\t\tblock-attributes='{&quot;playsInline&quot;:true,&quot;id&quot;:407,&quot;src&quot;:&quot;https:\\\/\\\/youtu.be\\\/VjBl36y6mrg?si=dGqcB9V0CO0Rd7xu&quot;,&quot;preset&quot;:5,&quot;video_id&quot;:&quot;VjBl36y6mrg&quot;,&quot;visibility&quot;:&quot;public&quot;,&quot;color&quot;:&quot;#00b3ff&quot;,&quot;mutedPreview&quot;:{&quot;enabled&quot;:false,&quot;captions&quot;:false},&quot;mutedOverlay&quot;:{&quot;enabled&quot;:false,&quot;src&quot;:&quot;&quot;,&quot;width&quot;:200,&quot;focalPoint&quot;:{&quot;x&quot;:0.5,&quot;y&quot;:0.5}},&quot;mutedOverlayType&quot;:&quot;text&quot;,&quot;mutedOverlayText&quot;:&quot;Click to play&quot;,&quot;mutedOverlayImageWidth&quot;:200,&quot;chapters&quot;:[],&quot;overlays&quot;:[],&quot;tracks&quot;:[],&quot;FlyingPress&quot;:{&quot;lazyRender&quot;:false},&quot;TrpContentRestriction&quot;:{&quot;restriction_type&quot;:&quot;exclude&quot;,&quot;selected_languages&quot;:[],&quot;panel_open&quot;:true},&quot;title&quot;:&quot;Keap CRM Honest Review - Watch Before Using&quot;}'\n\t\tanalytics=''\n\t\tautomations\t\tprovider='youtube'\n\t\t\t\tid=\"presto-player-1\"\n\t\tsrc=\"\/\/www.youtube.com\/embed\/VjBl36y6mrg?iv_load_policy=3&amp;modestbranding=1&amp;playinline=1&amp;showinfo=0&amp;rel=0&amp;enablejsapi=1\"\n\t\tmedia-title=\"Keap CRM Honest Review - Watch Before Using\"\n\t\tcss=\"\"\n\t\tclass=\"presto-video-id-407 presto-preset-id-5 skin-modern\"\n\t\tskin=\"modern\" \n\t\ticon-url=\"https:\/\/www.fahimai.com\/wp-content\/plugins\/presto-player\/img\/sprite.svg\" \n\t\tpreload=\"\" \n\t\tposter=\"\"\n\t\tyoutube=\"{&quot;noCookie&quot;:false,&quot;channelId&quot;:&quot;&quot;,&quot;show_count&quot;:false}\"\n\t\tprovider-video-id=\"VjBl36y6mrg\"\n\t\tvideo-id=\"407\"\n\t\tlazy-load-youtube\t\tvideo-attributes='{}'\n\t\tplaysinline\t\t\t\t>\n\t\t\n\n\t<\/presto-player>\n<\/figure>\n\n\n<p>It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Automation Builder:<\/strong> Create visual &#8220;when-then&#8221; workflows that run tasks automatically.<\/li>\n\n\n\n<li><strong>CRM:<\/strong> Store all contact information and interaction history in one place.<\/li>\n\n\n\n<li><strong>Email &amp; Text:<\/strong> Send one-on-one messages and create tasks from conversations.<\/li>\n\n\n\n<li><strong>Landing Pages:<\/strong> Build custom lead capture pages with drag-and-drop editing.<\/li>\n\n\n\n<li><strong>Sales Pipeline:<\/strong> Track deals on a visual Kanban board with automated stage actions.<\/li>\n\n\n\n<li><strong>Lead Management &amp; Tracking:<\/strong> Score leads and trigger actions based on engagement level.<\/li>\n\n\n\n<li><strong>Keap AI:<\/strong> Generate email content and campaign sequences with AI assistance.<\/li>\n\n\n\n<li><strong>Email Marketing:<\/strong> Design and send broadcast campaigns with professional templates.<\/li>\n\n\n\n<li><strong>Pipeline Management:<\/strong> Manage multiple pipelines with custom stages and reporting.<\/li>\n<\/ul>\n\n\n\n<p>For a full review, see our <a href=\"https:\/\/www.fahimai.com\/keap-crm\">Keap review<\/a>.<\/p>\n\n\n<style>.kb-image8978_7a0cd9-24 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_7a0cd9-24 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1133\" height=\"539\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Keap-Introduction.png\" alt=\"Keap Introduction\" class=\"kb-img wp-image-181855\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Keap-Introduction.png 1133w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Keap-Introduction-980x466.png 980w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Keap-Introduction-480x228.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1133px, 100vw\" \/><\/figure>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='keap-pricing'  id=\"boomdevs_47\" class=\"wp-block-heading\" id=\"keap-pricing\">Keap Pricing<\/h2>\n\n\n\n<p>Here&#8217;s what Keap costs in 2026:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Plan<\/th><th>Price<\/th><th>Best For<\/th><\/tr><\/thead><tbody><tr><td>Ignite<\/td><td>$299\/month<\/td><td>Small businesses with up to 1,500 contacts and 2 users<\/td><\/tr><tr><td>Grow<\/td><td>$399\/month<\/td><td>Growing teams needing 2,500 contacts and 3 users<\/td><\/tr><tr><td>Scale<\/td><td>$599\/month<\/td><td>Established businesses with large contact lists and more automation<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>Free trial:<\/strong> Yes \u2014 14 days, no credit card required.<\/p>\n\n\n\n<p><strong>Money-back guarantee:<\/strong> No \u2014 but you can cancel anytime (early annual cancellation has a $299 fee).<\/p>\n\n\n<style>.kb-image8978_9ad26d-0a .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image8978_9ad26d-0a size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"962\" height=\"273\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Keap-Pricing.png\" alt=\"Keap Pricing\" class=\"kb-img wp-image-181853\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Keap-Pricing.png 962w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2025\/07\/Keap-Pricing-480x136.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 962px, 100vw\" \/><\/figure>\n\n\n\n<p>\ud83d\udcb0 <strong>Best Value:<\/strong> Ignite plan with annual billing ($249\/month) \u2014 you get every feature at a 17% discount.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='keap-vs-alternatives'  id=\"boomdevs_48\" class=\"wp-block-heading\" id=\"keap-vs-alternatives\">Keap vs Alternatives<\/h2>\n\n\n\n<p>How does Keap compare? Here&#8217;s the competitive landscape:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Tool<\/th><th>Best For<\/th><th>Price<\/th><th>Rating<\/th><\/tr><\/thead><tbody><tr><td><strong>Keap<\/strong><\/td><td>All-in-one CRM + automation<\/td><td>$299\/mo<\/td><td>\u2b50 4.2<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/gohighlevel\" title=\"GoHighLevel\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51583\" target=\"_blank\" rel=\"noopener\">GoHighLevel<\/a><\/td><td>Agency-level automation<\/td><td>$97\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/pipedrive\" title=\"Pipedrive\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51588\">Pipedrive<\/a><\/td><td>Simple sales pipeline CRM<\/td><td>$14\/user\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/activecampaign\" title=\"ActiveCampaign\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51585\">ActiveCampaign<\/a><\/td><td>Email marketing + automation<\/td><td>$15\/mo<\/td><td>\u2b50 4.0<\/td><\/tr><tr><td>HubSpot<\/td><td>Free CRM with paid upgrades<\/td><td>$0\u2013$800\/mo<\/td><td>\u2b50 4.0<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/clickfunnels\" title=\"ClickFunnels\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51596\">ClickFunnels<\/a><\/td><td>Sales funnels + landing pages<\/td><td>$81\/mo<\/td><td>\u2b50 4.2<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/salesforce\" title=\"Salesforce\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51577\">Salesforce<\/a><\/td><td>Enterprise-grade CRM<\/td><td>$25\/user\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>Freshsales CRM<\/td><td>Budget-friendly CRM<\/td><td>$0\u2013$69\/user\/mo<\/td><td>\u2b50 4.0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Quick picks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Best overall:<\/strong> Keap \u2014 all-in-one CRM, email, automation, and payments in one platform.<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> Freshsales CRM \u2014 free tier with solid CRM features for startups.<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> Pipedrive \u2014 clean interface with an easy learning curve.<\/li>\n\n\n\n<li><strong>Best for agencies:<\/strong> GoHighLevel \u2014 white-label automation platform built for agencies.<\/li>\n<\/ul>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf Keap Alternatives<\/p>\n\n\n\n<p>Looking for Keap alternatives? Here are the top options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud83d\ude80 <strong>GoHighLevel:<\/strong> White-label marketing platform with CRM, funnels, and automation built for agencies and service businesses.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>Pipedrive:<\/strong> Affordable sales-focused CRM with a visual pipeline and simple drag-and-drop deal management.<\/li>\n\n\n\n<li>\ud83c\udfa8 <strong>ActiveCampaign:<\/strong> Best-in-class email automation with advanced segmentation and over 900 pre-built automation recipes.<\/li>\n\n\n\n<li>\u26a1 <strong>HubSpot:<\/strong> Free CRM with powerful marketing, sales, and service hubs that scale as your business grows.<\/li>\n\n\n\n<li>\ud83d\udd12 <strong>ClickFunnels:<\/strong> Dedicated funnel builder with landing pages, checkout flows, and membership site features built in.<\/li>\n\n\n\n<li>\ud83e\udde0 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/folk-crm\" title=\"Folk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51581\">Folk<\/a>:<\/strong> Lightweight CRM designed for relationship-driven teams with smart contact enrichment and mail merge.<\/li>\n\n\n\n<li>\ud83d\udc76 <strong>Instantly:<\/strong> <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/cold-email-automation-software\" title=\"Cold email\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51584\" target=\"_blank\" rel=\"noopener\">Cold email<\/a> outreach platform with unlimited email accounts and AI-powered warm-up for lead generation.<\/li>\n\n\n\n<li>\ud83c\udfe2 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/clickup\" title=\"ClickUp\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51574\" target=\"_blank\" rel=\"noopener\">ClickUp<\/a>:<\/strong> Project management tool with built-in CRM features, docs, and automation for all-in-one team workflows.<\/li>\n\n\n\n<li>\ud83d\udd27 <strong>Monday CRM:<\/strong> Flexible work operating system with visual boards, automations, and customizable sales pipeline tracking.<\/li>\n\n\n\n<li>\ud83c\udf1f <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/capsule-crm\" title=\"Capsule CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51572\" target=\"_blank\" rel=\"noopener\">Capsule CRM<\/a>:<\/strong> Simple and clean CRM for small teams that want contact management without the bloat or complexity.<\/li>\n\n\n\n<li>\u2b50 <strong>Insightly:<\/strong> CRM with project management built in, ideal for businesses that need to track deals and deliverables together.<\/li>\n\n\n\n<li>\ud83c\udfaf <strong>Freshsales CRM:<\/strong> Budget-friendly CRM with AI-powered lead scoring, built-in phone, and email tracking for growing teams.<\/li>\n\n\n\n<li>\ud83d\udcbc <strong>Salesforce:<\/strong> Enterprise-grade CRM with deep customization, AppExchange marketplace, and advanced reporting for large teams.<\/li>\n\n\n\n<li>\ud83d\udcca <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/zendesk\" title=\"Zendesk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51578\">Zendesk<\/a>:<\/strong> Customer service platform with CRM capabilities, ticketing system, and multi-channel support for service-focused teams.<\/li>\n<\/ul>\n\n\n\n<p>For the full list, see our <a href=\"https:\/\/www.fahimai.com\/keap-alternatives\">Keap alternatives<\/a> guide.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f Keap Compared<\/p>\n\n\n\n<p>Here&#8217;s how Keap stacks up against each competitor:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/gohighlevel-vs-keap\" title=\"Keap vs GoHighLevel\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51582\" target=\"_blank\" rel=\"noopener\">Keap vs GoHighLevel<\/a>:<\/strong> GoHighLevel is cheaper and built for agencies, but Keap has a more polished CRM and better onboarding support for solo businesses.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/keap-vs-pipedrive\" title=\"Keap vs Pipedrive\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51593\" target=\"_blank\" rel=\"noopener\">Keap vs Pipedrive<\/a>:<\/strong> Pipedrive wins on price and simplicity for pure sales tracking, but Keap adds email marketing and automation Pipedrive lacks natively.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/keap-vs-activecampaign\" title=\"Keap vs ActiveCampaign\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51590\" target=\"_blank\" rel=\"noopener\">Keap vs ActiveCampaign<\/a>:<\/strong> ActiveCampaign is stronger for email-first businesses, while Keap offers a fuller CRM with payments and pipeline built in.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/hubspot-vs-keap\" title=\"Keap vs HubSpot\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51579\" target=\"_blank\" rel=\"noopener\">Keap vs HubSpot<\/a>:<\/strong> HubSpot&#8217;s free tier is unbeatable for startups, but its paid plans get expensive fast \u2014 Keap is simpler for small teams.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/clickfunnels-vs-keap\" title=\"Keap vs ClickFunnels\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51586\" target=\"_blank\" rel=\"noopener\">Keap vs ClickFunnels<\/a>:<\/strong> ClickFunnels focuses on funnels and landing pages, while Keap covers the full customer journey from lead to repeat buyer.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/folk-vs-keap\" title=\"Keap vs Folk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51571\" target=\"_blank\" rel=\"noopener\">Keap vs Folk<\/a>:<\/strong> Folk is a lightweight relationship CRM, while Keap provides heavier automation and marketing tools for sales-driven businesses.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/keap-vs-instantly\" title=\"Keap vs Instantly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51570\" target=\"_blank\" rel=\"noopener\">Keap vs Instantly<\/a>:<\/strong> Instantly is a cold outreach specialist, while Keap manages the full lifecycle from lead capture through payment collection.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/keap-vs-clickup\" title=\"Keap vs ClickUp\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51573\" target=\"_blank\" rel=\"noopener\">Keap vs ClickUp<\/a>:<\/strong> ClickUp is a project management tool with light CRM, while Keap is a CRM with deep sales and marketing automation.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/keap-vs-monday-crm\" title=\"Keap vs Monday CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51575\" target=\"_blank\" rel=\"noopener\">Keap vs Monday CRM<\/a>:<\/strong> Monday CRM offers flexible visual boards, but Keap&#8217;s built-in email and automation engine is far more advanced.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/keap-vs-capsule-crm\" title=\"Keap vs Capsule CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51567\" target=\"_blank\" rel=\"noopener\">Keap vs Capsule CRM<\/a>:<\/strong> Capsule is cleaner and cheaper for basic contact management, but Keap adds marketing automation and payment processing.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/keap-vs-insightly\" title=\"Keap vs Insightly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51569\" target=\"_blank\" rel=\"noopener\">Keap vs Insightly<\/a>:<\/strong> Insightly combines CRM with project management, while Keap focuses on sales automation and lead nurturing.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/keap-vs-freshsales-crm\" title=\"Keap vs Freshsales CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51568\" target=\"_blank\" rel=\"noopener\">Keap vs Freshsales CRM<\/a>:<\/strong> Freshsales is much cheaper with a free tier, but Keap&#8217;s automation builder and landing pages are more powerful.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/keap-vs-salesforce\" title=\"Keap vs Salesforce\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51580\" target=\"_blank\" rel=\"noopener\">Keap vs Salesforce<\/a>:<\/strong> Salesforce is the enterprise standard with endless customization, but Keap is easier to set up and manage for small teams.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/keap-vs-zendesk\" title=\"Keap vs Zendesk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51595\" target=\"_blank\" rel=\"noopener\">Keap vs Zendesk<\/a>:<\/strong> Zendesk is built for customer support and ticketing, while Keap focuses on sales and marketing automation for small businesses.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='start-using-keap-now'  id=\"boomdevs_49\" class=\"wp-block-heading\">Start Using Keap Now<\/h2>\n\n\n\n<p>You learned how to use every major Keap feature:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2705 Automation Builder<\/li>\n\n\n\n<li>\u2705 CRM<\/li>\n\n\n\n<li>\u2705 Email &amp; Text<\/li>\n\n\n\n<li>\u2705 Landing Pages<\/li>\n\n\n\n<li>\u2705 Sales Pipeline<\/li>\n\n\n\n<li>\u2705 Lead Management &amp; Tracking<\/li>\n\n\n\n<li>\u2705 Keap AI<\/li>\n\n\n\n<li>\u2705 Email Marketing<\/li>\n\n\n\n<li>\u2705 Pipeline Management<\/li>\n<\/ul>\n\n\n\n<p><strong>Next step:<\/strong> Pick one feature and try it now.<\/p>\n\n\n\n<p>Most people start with Automation Builder.<\/p>\n\n\n\n<p>It takes less than 5 minutes.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns123793_49f4d5-59{padding-top:var(--global-kb-spacing-xxs, 0.5rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns123793_49f4d5-59 .kt-button{font-weight:normal;font-style:normal;}.kt-btns123793_49f4d5-59 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns123793_49f4d5-59 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns123793_49f4d5-59\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn123793_677a07-2f.kb-button{background:#ff7700;text-transform:uppercase;}<\/style><a class=\"kb-button kt-button button kb-btn123793_677a07-2f kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/keap\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\"><strong>Try Keap For free<\/strong><\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='frequently-asked-questions'  id=\"boomdevs_50\" class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is Keap used for?<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Who owns Keap?<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Keap easy to use?<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What are the limitations of Keap?<\/p>\n\n\n\n<p>Keap&#8217;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.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What did Keap used to be called?<\/p>\n\n\n\n<p>Keap was previously called Infusionsoft. The company rebranded in 2019 but kept &#8220;Infusionsoft by Keap&#8221; 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.<\/p>\n\n\n\n<script type=\"application\/ld+json\">\n\n{\n\n  \"@context\": \"https:\/\/schema.org\",\n\n  \"@graph\": [\n\n    {\n\n      \"@type\": \"HowTo\",\n\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-keap\/#howto-getting-started\",\n\n      \"name\": \"How to Get Started with Keap\",\n\n      \"description\": \"Set up your Keap account and complete initial setup\",\n\n      \"totalTime\": \"PT3M\",\n\n      \"step\": [\n\n        {\"@type\": \"HowToStep\", \"name\": \"Create Your Account\", \"text\": \"Go to Keap website, click Start Free Trial, enter your business email and create a password\", \"position\": 1},\n\n        {\"@type\": \"HowToStep\", \"name\": \"Complete Your Business Profile\", \"text\": \"Fill in your business name, industry, and phone number to customize your dashboard\", \"position\": 2},\n\n        {\"@type\": \"HowToStep\", \"name\": \"Import 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