Avvio rapido
Come utilizzare Automation Builder
- Iniziare — Create your Keap account and finish basic setup
- — Crea flussi di lavoro automatizzati senza codice — Build when-then follow-ups that run on their own
- — Trasforma gli accordi conclusi in progetti tracciabili — Keep every lead and customer record in one place
- — Invia automaticamente messaggi mirati — Send one-off emails and texts from any contact record
- — Acquisisci contatti con pagine personalizzate — Capture lead data with pages and web forms
- Come utilizzare la pipeline di vendita — Set up a visual Kanban-style board for your deals
- — Valuta e dai priorità ai tuoi migliori contatti — See where leads come from and what they do next
- Genera contenuti email e sequenze di automazione con l'aiuto dell'intelligenza artificiale. — Launch campaigns fast with 30+ pre-built plays
- Come utilizzare l'email marketing — Send targeted broadcasts to tagged segments
- Come utilizzare la gestione della pipeline — Move deals daily and let tasks fire themselves
Tempo necessario: 5 minuti per ogni servizio
In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative
Perché fidarsi di questa guida
I’ve used Keap for eight months and tested every feature covered here. This tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.
e gli strumenti di automazione disponibili oggi. CRM and automation tools for small businesses today.
Ma la maggior parte degli utenti ne sfrutta solo una minima parte delle potenzialità.
Questa guida ti mostra come utilizzare tutte le principali funzionalità.
Passo dopo passo, con schermate e consigli da professionisti.
Tutorial KeAP
This complete How to Use Keap tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.
Mantenere
Keap puts CRM, email, texts, and automation in one place. Small businesses use it to capture leads and follow up on autopilot. Try it free — no credit card needed to start.
Guida introduttiva a Keap
Prima di utilizzare qualsiasi funzionalità, completa questa configurazione iniziale.
Ci vogliono circa 3 minuti.
Here’s a look at my own setup experience:
Ora analizziamo passo passo ciascuna fase.
Step 1: Create Your Keap Account
Go to keap.com and click “Try free.”
Sign up with your work email and create a password.
Ho utilizzato SafeShell VPN per oltre 6 mesi e ho testato ogni funzionalità qui descritta. Questo tutorial sull'utilizzo di SafeShell VPN si basa su una reale esperienza pratica, non su contenuti di marketing o screenshot del produttore.
✓ Punto di controllo: Controlla il tuo posta in arrivo for a confirmation email, then sign in.
Step 2: Open the Keap Application
Keap runs in your browser, so nothing installs on your computer.
You can also grab the mobile iOS application to add contacts on the go.
Log in with your new Keap account.
Here’s what you get once you’re inside:
✓ Punto di controllo: Dovresti visualizzare la dashboard principale.
Passaggio 3: Completare la configurazione iniziale
Keap provides an onboarding checklist plus a video library to guide your setup.
Work through it: connect your email, import contacts, and customize your dashboard.
You can also plug in your existing tech stack through 5,000+ integrations.
✅ Fatto: Sei pronto per utilizzare una qualsiasi delle funzioni seguenti.
Come utilizzare Keap Automation Builder
Costruttore di automazione lets you build when-then follow-ups that run without you.
Ecco come usarlo passo dopo passo.
Fai clic su "Automazioni" nel menu della barra laterale sinistra.
Click “Automations” in the left menu, then hit “Create.”
Pick Easy Automations to start, or grab a template.
Step 2: Set Your When and Then
Choose a trigger, like “when a form is submitted.”
Then add actions: send an email, fire a text, or create a task.
Ecco come si presenta:
✓ Punto di controllo: Your trigger and actions connect on the visual canvas.
Passaggio 3: Anteprima e pubblicazione
Run the preview, fix anything odd, then publish.
✅ Risultato: New leads now get instant follow-ups while you sleep.
💡 Consiglio da professionista: Prioritize a Welcome Campaign first, then add Appointment Reminders to cut no-shows.
Come utilizzare Keap CRM
CRM lets you capture all lead and customer info in one place.
Ecco come usarlo passo dopo passo.
Step 1: Add Your Contacts
Open “Contacts” and click “Add Contact,” or import a CSV.
Clean your list before importing to avoid duplicates and dead emails.
Step 2: Open a Contact Record
Click any name to see the full picture.
Every record holds contact details, emails, notes, tasks, and payments.
Ecco come si presenta:
✓ Punto di controllo: You get a 360-degree view of that relationship on one screen.
Step 3: Tag and Segment
Apply tags like “hot lead” or “customer” straight from the record.
✅ Risultato: Your CRM now organizes itself around how you actually sell.
💡 Consiglio da professionista: Customize your dashboard to show the CRM data you check daily.
Consente di inviare messaggi individuali e sequenze automatizzate ai contatti.
Email & Text lets you send one-off emails and texts from any contact record.
Ecco come usarlo passo dopo passo.
Step 1: Pick a Contact
Open the record and click “Email” or “Text.”
Step 2: Write Your Message
Type it out, then add merge fields for the first name.
Personal touches lift reply rates fast.
Ecco come si presenta:
✓ Punto di controllo: Your draft shows the merged preview before sending.
Passaggio 3: Invia o programma
Hit send now, or schedule it for business hours.
✅ Risultato: The message logs on the record automatically, so nothing gets lost.
💡 Consiglio da professionista: Text replies land back in Keap, so answer them there to keep the full history.
Acquisisci contatti con moduli e pagine web personalizzati
Pagine di destinazione lets you capture lead data with pages and web forms.
Ecco come usarlo passo dopo passo.
Step 1: Create a Page
Go to “Marketing,” open Landing Pages, and pick a template.
You’ll find templates for lead magnets, webinars, and checkouts.
Step 2: Add Your Form
Edit the text and images, then drop in a web form.
Keep it short: name, email, and one qualifying domanda.
Ecco come si presenta:
✓ Punto di controllo: The form fields map to your CRM automatically.
Step 3: Publish and Connect
Publish the page and attach a welcome automation to the form.
✅ Risultato: Every submission becomes a contact and triggers follow-up immediately.
💡 Consiglio da professionista: Embed Keap forms on your own website too, so every page can capture leads.
Monitora ogni trattativa, dal primo contatto alla conclusione della vendita.
Pipeline di vendita lets you build a visual Kanban-style board for your deals.
Ecco come usarlo passo dopo passo.
Step 1: Open the Pipeline
Click “Sales,” then “Pipeline,” and create your first board.
Step 2: Name Your Stages
Match stages to your real process: New, Contacted, Quoted, Won.
Keap folds sales tools right into the CRM workflow, which saves real time.
Ecco come si presenta:
✓ Punto di controllo: Your stages appear as columns across the board.
Step 3: Add Deals
Create a deal, set its value, and link the contact.
✅ Risultato: You can now see your whole sales process at a glance.
💡 Consiglio da professionista: Keep stages under seven so the board stays readable on one screen.
How to Use Keap Lead Manager & Tracker
ti permette di valutare, ordinare e dare priorità ai tuoi lead più promettenti. lets you track where leads come from and what they do next.
Ecco come usarlo passo dopo passo.
Step 1: Set Lead Sources
Open settings and list your sources: ads, referrals, webinars, walk-ins.
Step 2: Tag by Behavior
Use tags and behavior-based data to group leads by what they click and buy.
Those segments feed targeted emails later.
Ecco come si presenta:
✓ Punto di controllo: Each new lead shows a source and a growing tag history.
Step 3: Check the Reports
Aprire segnalazione to track campaign success and engagement.
✅ Risultato: You now know which sources provide the best leads.
💡 Consiglio da professionista: Review source reports monthly, then spend more on the channels that convert.
Genera contenuti email e sequenze di automazione con l'aiuto dell'intelligenza artificiale.
Keap AI lets you draft content and build campaigns with AI help.
Ecco come usarlo passo dopo passo.
Passaggio 1: Apri l'Assistente AI
Click the AI Automation Assistant from your dashboard.
Step 2: Pick a Play
Choose from 30+ pre-built campaign templates and plays.
They cover lead generation, conversion, and re-engagement.
Ecco come si presenta:
✓ Punto di controllo: The assistant loads a ready-made campaign you can edit.
Step 3: Edit and Launch
Rewrite the AI draft in your own voce, then launch.
✅ Risultato: A campaign that used to take days now takes minutes.
💡 Consiglio da professionista: Treat AI copy as a first draft. Your voice is what makes it great.
How to Use Keap Email Marketer
Marketing via e-mail lets you send targeted broadcasts and automated campaigns.
Ecco come usarlo passo dopo passo.
Step 1: Create a Broadcast
Go to “Marketing,” then “Email Broadcasts,” and click create.
Broadcasts work for newsletters, coupon codes, and seasonal sale reminders.
Step 2: Choose a Segment
Send to a tagged segment, not your whole list.
Segmented sends protect deliverability and lift opens.
Ecco come si presenta:
✓ Punto di controllo: Your recipient count matches the tag you picked.
Step 3: Send and Measure
Schedule the send, then watch opens and clicks in reporting.
✅ Risultato: Targeted emails go out without blasting everyone.
💡 Consiglio da professionista: Set up automated surveys after purchases to gather feedback and build loyalty.
How to Use Keap Pipeline Manager
Gestione della pipeline lets you manage deals daily and automate the busywork.
Ecco come usarlo passo dopo passo.
Step 1: Drag Deals Forward
Move each card to its current stage as things progress.
Moving a deal can trigger automated tasks, so updates do real work.
Step 2: Add Context
Note the next action and date on every card.
Future you will thank present you.
Ecco come si presenta:
✓ Punto di controllo: Each card shows its owner, value, and next step.
Step 3: Review Weekly
Filter by stage or owner and clear out stalled deals.
✅ Risultato: No deal sits forgotten in your pipeline again.
💡 Consiglio da professionista: Tie a task automation to your proposal stage so follow-ups fire themselves.
Dopo aver testato Keap per oltre due anni, ecco i miei migliori consigli.
After testing Keap for eight months, here are my best tips.
Scorciatoie da tastiera
| Azione | Scorciatoia |
|---|---|
| Find any contact or page | Click the search icon in the top bar |
| Undo in the email builder | Ctrl + Z (Cmd + Z acceso) Mac) |
| Copy an email block | Ctrl + C, then Ctrl + V |
| Add a contact fast | Click the + icon in the top navigation |
Funzionalità nascoste che la maggior parte delle persone non nota
- Free courses and live events: Keap runs free online training that clarifies your next growth step. Its formula is software, strategy, and support.
- Automated surveys: Tailored follow-ups after a survey turn feedback into loyalty without extra work.
- API per sviluppatori: Connect custom applications with the API and PHP SDK. OAuth makes server requests to a single Keap account without requiring user authentication each time.
Errore n. 1: Importare elenchi di contatti non validi
Mistake #1: Importing a Messy Contact List
❌ Sbagliato: Dumping an old, unclean list straight into Keap.
✅ A destra: Ensure your contact list is clean first. Remove dead emails and duplicates, then import.
Creazione di tag casuali man mano che si procede, senza una convenzione di denominazione.
❌ Sbagliato: Tagging randomly, or not at all, then wondering why segments fail.
✅ A destra: Strategize your tags on day one: source, status, and interest. Segmentation depends on it.
Mistake #3: Building Giant Campaigns First
❌ Sbagliato: Spending week one on a 40-step automation nobody tested.
✅ A destra: Start small and get quick wins. A welcome sequence and reminders beat a monster build.
Problema: le email non vengono inviate.
Problema: le email finiscono nella cartella spam.
Causa: Your sending domain isn’t authenticated yet.
Aggiustare: Add the SPF and DKIM records Keap gives you, then re-test.
Problem: Imported Contacts Are Missing Details
Causa: CSV columns didn’t map to the right Keap fields.
Aggiustare: Re-import and match each column during the mapping step.
Problem: An Automation Never Fires
Causa: The automation is unpublished, or its trigger tag never applies.
Aggiustare: Publish it, check the tag spelling, and test with your own email.
📌 Nota: If none of these fix your issue, contact Keap support.
Che cos'è Keap?
Mantenere is a leading all-in-one CRM and automation platform built for small businesses.
It brings customer data, sales pipelines, and marketing together under one login.
Think of it like a tireless assistant who remembers every lead and never forgets to follow up.
The company started as Infusionsoft and rebranded to Keap in 2019.
Guarda questa breve panoramica:
Include le seguenti caratteristiche principali:
- Crea flussi di lavoro visivi "quando-allora" che eseguono le attività automaticamente. Visual when-then campaigns that run themselves
- CRM: Every lead and customer record in one place
- Invia messaggi individuali e crea attività a partire dalle conversazioni. Direct messages from any contact record
- Pagine di destinazione: Pages and forms that capture lead data
- Pipeline di vendita: A Kanban-style board for deals
- Assegna un punteggio ai lead e attiva azioni in base al livello di coinvolgimento. Sources, tags, and behavior data
- Genera contenuti email e sequenze di campagne con l'ausilio dell'intelligenza artificiale. 30+ pre-built plays and drafted copy
- Marketing via e-mail: Broadcasts and campaigns for tagged segments
- Gestione della pipeline: Daily deal moves that trigger tasks
Per una recensione completa, consulta la nostra Recensione di Keap.
Prezzi Keap
Piccole imprese con un massimo di 1.500 contatti e 2 utenti
| Piano | Prezzo | Ideale per |
|---|---|---|
| Mantenere | 299 dollari al mese (fatturazione annuale) | Small businesses that want CRM, marketing, and sales automation in one system |
Prova gratuita: Sì, 14 giorni, senza bisogno di carta di credito.
Garanzia di rimborso: No standard guarantee. Cancel before renewal instead.
💰 Miglior rapporto qualità-prezzo: There’s one plan, and it includes everything. Costs scale with contacts and users as you grow.
Keap contro le alternative
CRM tutto in uno + automazione
| Attrezzo | Ideale per | Prezzo | Valutazione |
|---|---|---|---|
| Mantenere | All-in-one small business automation | $299/mese | ⭐ 4.2 |
| GoHighLevel | Agencies and white-label | 97 dollari al mese | ⭐ 4,5 |
| HubSpot | CRM gratuito per iniziare | 15 dollari al mese | ⭐ 4.4 |
| Campagna attiva | Email automation depth | 15 dollari al mese | ⭐ 4,5 |
| Pipedrive | Processi di vendita semplici | 14 dollari al mese | ⭐ 4,5 |
| ClickFunnels | Imbuti di vendita | 97 dollari al mese | ⭐ 4.6 |
| CRM del lunedì | Visual team workflows | $ 12/mese | ⭐ 4.6 |
| Forza vendita | scala aziendale | 25 dollari al mese | ⭐ 4.4 |
Scelte rapide:
- Il migliore in assoluto: Keap — CRM, email, texts, and automation in one system
- Miglior budget: Pipedrive — clean pipelines from $14/mo
- Ideale per principianti: HubSpot — free CRM tier to learn on
- Ideale per le agenzie: GoHighLevel: soluzioni white-label complete per i clienti.
🎯 Alternative a Keap
Piattaforma di marketing white-label con CRM, funnel e automazione, pensata per agenzie e aziende di servizi.
- 🚀 GoHighLevel: Agency-focused platform with funnels, CRM, and white-label reselling built in.
- 💰 Pipedrive: Affordable, no-nonsense sales pipeline that new reps learn in an afternoon.
- ⚡ Campagna attiva: Deeper email automation logic at a lower entry price.
- 🌟 HubSpot: Free CRM tier with a huge upgrade path as you scale.
- 🎨 ClickFunnels: Funnel-first builder for launches, offers, and checkout pages.
- 👶 Gente: Lightweight, modern CRM for founders who find big tools heavy.
- 🔥 Immediatamente: E-mail fredda outreach at scale with warm-up built in.
- 🔧 ClickUp: Project management with CRM templates for ops-minded teams.
- 📊 CRM del lunedì: Visual boards and automations your whole team will actually use.
- 💼 CRM in capsule: Simple contact management with a generous free plan.
- 🎯 Approfondito: CRM plus project delivery for service businesses.
- 🧠 CRM Freshsales: AI scoring and built-in phone at friendly prices.
- 🏢 Salesforce: The enterprise standard when you outgrow everything else.
- ⭐ Zendesk: Support-first suite with a capable sales CRM attached.
Per l'elenco completo, consultare il nostro Alternative a Keap guida.
⚔️ Keap Compared
GoHighLevel è più economico ed è pensato per le agenzie, ma Keap offre un CRM più raffinato e un supporto migliore per chi lavora in proprio.
- Keap vs GoHighLevel: GoHighLevel wins for agencies. Keap wins for owner-run small businesses.
- Keap vs Pipedrive: Pipedrive is cheaper for pure sales. Keap adds marketing automation.
- Keap vs ActiveCampaign: ActiveCampaign wins on email depth. Keap wins on all-in-one texting and invoicing.
- Keap vs HubSpot: HubSpot starts free. Keap costs less once HubSpot add-ons pile up.
- Keap vs ClickFunnels: ClickFunnels builds better funnels. Keap manages the relationship after the sale.
- Keap vs Folk: Folk is simpler for tiny teams. Keap automates far more.
- Keap vs Instantly: Instantly rules cold outreach. Keap nurtures warm leads and customers.
- Keap vs ClickUp: ClickUp runs projects. Keap runs your sales and marketing engine.
- Keap vs Monday CRM: Monday suits collaborative teams. Keap suits automated follow-up.
- Keap vs Capsule CRM: Capsule is lighter and cheaper. Keap does much more per contact.
- Keap vs Insightly: Insightly adds project delivery. Keap wins on marketing automation.
- Keap vs Freshsales CRM: Freshsales includes calling cheaply. Keap wins on campaigns.
- Keap vs Salesforce: Salesforce scales to enterprises. Keap stays simpler for small teams.
- Keap vs Zendesk: Zendesk leads in support tickets. Keap leads in lead capture and nurture.
Hai imparato a usare tutte le principali funzionalità di Keap:
✅ Generatore di automazioni
- ✅ Email e SMS
- ✅ Organizzazioni
- ✅ Pagine di destinazione
- ✅ Gestione e monitoraggio dei lead
- ✅ Pipeline di vendita
- ✅ Keap AI
- ✅ Gestione della pipeline
- ✅ Marketing via email
- La maggior parte delle persone inizia con Automation Builder.
Passo successivo: Scegli una funzionalità e provala subito.
Most people start with the Automation Builder.
Ci vogliono meno di 5 minuti.
Domande frequenti
Keap è facile da usare?
Yes for daily CRM work. The automation builder takes practice. Keap provides onboarding checklists, a video library, and free courses to get new users started fast.
A cosa serve Keap?
Keap is an all-in-one CRM and automation platform for small businesses. It handles contacts, email marketing, texts, landing pages, sales pipelines, and automated follow-ups.
Cosa c'è di meglio di Keap?
It depends on your needs. HubSpot has a free CRM, GoHighLevel suits agencies, and ActiveCampaign wins on email pricing. Keap is stronger as one combined system.
Come si crea un prodotto in Keap?
Open settings, then Products. Click Add Product, enter the name, price, and description, then save. Attach products to invoices, orders, and checkout forms.
Come si chiamava Keap in passato?
Keap was called Infusionsoft. The company rebranded to Keap in 2019, and the legacy Infusionsoft product became Keap Max Classic.
Avvio rapido
Come utilizzare Automation Builder
- Iniziare — Create your Keap account and finish basic setup
- — Crea flussi di lavoro automatizzati senza codice — Build when-then follow-ups that run on their own
- — Trasforma gli accordi conclusi in progetti tracciabili — Keep every lead and customer record in one place
- — Invia automaticamente messaggi mirati — Send one-off emails and texts from any contact record
- — Acquisisci contatti con pagine personalizzate — Capture lead data with pages and web forms
- Come utilizzare la pipeline di vendita — Set up a visual Kanban-style board for your deals
- — Valuta e dai priorità ai tuoi migliori contatti — See where leads come from and what they do next
- Genera contenuti email e sequenze di automazione con l'aiuto dell'intelligenza artificiale. — Launch campaigns fast with 30+ pre-built plays
- Come utilizzare l'email marketing — Send targeted broadcasts to tagged segments
- Come utilizzare la gestione della pipeline — Move deals daily and let tasks fire themselves
Tempo necessario: 5 minuti per ogni servizio
In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative
Perché fidarsi di questa guida
I’ve used Keap for eight months and tested every feature covered here. This tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.
Keap is one of the most powerful CRM and automation tools for small businesses today.
Ma la maggior parte degli utenti ne sfrutta solo una minima parte delle potenzialità.
Questa guida ti mostra come utilizzare tutte le principali funzionalità.
Passo dopo passo, con schermate e consigli da professionisti.
Tutorial KeAP
Automatizza le tue vendite e il tuo marketing in un'unica piattaforma. Keap combina CRM, email marketing e automazione per aiutarti
Mantenere
Keap puts CRM, email, texts, and automation in one place. Small businesses use it to capture leads and follow up on autopilot. Try it free — no credit card needed to start.
Guida introduttiva a Keap
Prima di utilizzare qualsiasi funzionalità, completa questa configurazione iniziale.
Ci vogliono circa 3 minuti.
Here’s a look at my own setup experience:
Ora analizziamo passo passo ciascuna fase.
Step 1: Create Your Keap Account
Go to keap.com and click “Try free.”
Sign up with your work email and create a password.
Ho utilizzato SafeShell VPN per oltre 6 mesi e ho testato ogni funzionalità qui descritta. Questo tutorial sull'utilizzo di SafeShell VPN si basa su una reale esperienza pratica, non su contenuti di marketing o screenshot del produttore.
✓ Punto di controllo: Check your inbox for a confirmation email, then sign in.
Step 2: Open the Keap Application
Keap runs in your browser, so nothing installs on your computer.
You can also grab the mobile iOS application to add contacts on the go.
Log in with your new Keap account.
Here’s what you get once you’re inside:
✓ Punto di controllo: Dovresti visualizzare la dashboard principale.
Passaggio 3: Completare la configurazione iniziale
Keap provides an onboarding checklist plus a video library to guide your setup.
Work through it: connect your email, import contacts, and customize your dashboard.
You can also plug in your existing tech stack through 5,000+ integrations.
✅ Fatto: Sei pronto per utilizzare una qualsiasi delle funzioni seguenti.
Come utilizzare Keap Automation Builder
Costruttore di automazione lets you build when-then follow-ups that run without you.
Ecco come usarlo passo dopo passo.
Fai clic su "Automazioni" nel menu della barra laterale sinistra.
Click “Automations” in the left menu, then hit “Create.”
Pick Easy Automations to start, or grab a template.
Step 2: Set Your When and Then
Choose a trigger, like “when a form is submitted.”
Then add actions: send an email, fire a text, or create a task.
Ecco come si presenta:
✓ Punto di controllo: Your trigger and actions connect on the visual canvas.
Passaggio 3: Anteprima e pubblicazione
Run the preview, fix anything odd, then publish.
✅ Risultato: New leads now get instant follow-ups while you sleep.
💡 Consiglio da professionista: Prioritize a Welcome Campaign first, then add Appointment Reminders to cut no-shows.
Come utilizzare Keap CRM
CRM lets you capture all lead and customer info in one place.
Ecco come usarlo passo dopo passo.
Step 1: Add Your Contacts
Open “Contacts” and click “Add Contact,” or import a CSV.
Clean your list before importing to avoid duplicates and dead emails.
Step 2: Open a Contact Record
Click any name to see the full picture.
Every record holds contact details, emails, notes, tasks, and payments.
Ecco come si presenta:
✓ Punto di controllo: You get a 360-degree view of that relationship on one screen.
Step 3: Tag and Segment
Apply tags like “hot lead” or “customer” straight from the record.
✅ Risultato: Your CRM now organizes itself around how you actually sell.
💡 Consiglio da professionista: Customize your dashboard to show the CRM data you check daily.
Consente di inviare messaggi individuali e sequenze automatizzate ai contatti.
Email & Text lets you send one-off emails and texts from any contact record.
Ecco come usarlo passo dopo passo.
Step 1: Pick a Contact
Open the record and click “Email” or “Text.”
Step 2: Write Your Message
Type it out, then add merge fields for the first name.
Personal touches lift reply rates fast.
Ecco come si presenta:
✓ Punto di controllo: Your draft shows the merged preview before sending.
Passaggio 3: Invia o programma
Hit send now, or schedule it for business hours.
✅ Risultato: The message logs on the record automatically, so nothing gets lost.
💡 Consiglio da professionista: Text replies land back in Keap, so answer them there to keep the full history.
Acquisisci contatti con moduli e pagine web personalizzati
Pagine di destinazione lets you capture lead data with pages and web forms.
Ecco come usarlo passo dopo passo.
Step 1: Create a Page
Go to “Marketing,” open Landing Pages, and pick a template.
You’ll find templates for lead magnets, webinars, and checkouts.
Step 2: Add Your Form
Edit the text and images, then drop in a web form.
Keep it short: name, email, and one qualifying question.
Ecco come si presenta:
✓ Punto di controllo: The form fields map to your CRM automatically.
Step 3: Publish and Connect
Publish the page and attach a welcome automation to the form.
✅ Risultato: Every submission becomes a contact and triggers follow-up immediately.
💡 Consiglio da professionista: Embed Keap forms on your own website too, so every page can capture leads.
Monitora ogni trattativa, dal primo contatto alla conclusione della vendita.
Pipeline di vendita lets you build a visual Kanban-style board for your deals.
Ecco come usarlo passo dopo passo.
Step 1: Open the Pipeline
Click “Sales,” then “Pipeline,” and create your first board.
Step 2: Name Your Stages
Match stages to your real process: New, Contacted, Quoted, Won.
Keap folds sales tools right into the CRM workflow, which saves real time.
Ecco come si presenta:
✓ Punto di controllo: Your stages appear as columns across the board.
Step 3: Add Deals
Create a deal, set its value, and link the contact.
✅ Risultato: You can now see your whole sales process at a glance.
💡 Consiglio da professionista: Keep stages under seven so the board stays readable on one screen.
Gestione e monitoraggio dei lead
ti permette di valutare, ordinare e dare priorità ai tuoi lead più promettenti. lets you track where leads come from and what they do next.
Ecco come usarlo passo dopo passo.
Step 1: Set Lead Sources
Open settings and list your sources: ads, referrals, webinars, walk-ins.
Step 2: Tag by Behavior
Use tags and behavior-based data to group leads by what they click and buy.
Those segments feed targeted emails later.
Ecco come si presenta:
✓ Punto di controllo: Each new lead shows a source and a growing tag history.
Step 3: Check the Reports
Open reporting to track campaign success and engagement.
✅ Risultato: You now know which sources provide the best leads.
💡 Consiglio da professionista: Review source reports monthly, then spend more on the channels that convert.
Genera contenuti email e sequenze di automazione con l'aiuto dell'intelligenza artificiale.
Keap AI lets you draft content and build campaigns with AI help.
Ecco come usarlo passo dopo passo.
Passaggio 1: Apri l'Assistente AI
Click the AI Automation Assistant from your dashboard.
Step 2: Pick a Play
Choose from 30+ pre-built campaign templates and plays.
They cover lead generation, conversion, and re-engagement.
Ecco come si presenta:
✓ Punto di controllo: The assistant loads a ready-made campaign you can edit.
Step 3: Edit and Launch
Rewrite the AI draft in your own voice, then launch.
✅ Risultato: A campaign that used to take days now takes minutes.
💡 Consiglio da professionista: Treat AI copy as a first draft. Your voice is what makes it great.
Progetta e invia campagne di trasmissione a tutta la tua lista o a segmenti specifici.
Marketing via e-mail lets you send targeted broadcasts and automated campaigns.
Ecco come usarlo passo dopo passo.
Step 1: Create a Broadcast
Go to “Marketing,” then “Email Broadcasts,” and click create.
Broadcasts work for newsletters, coupon codes, and seasonal sale reminders.
Step 2: Choose a Segment
Send to a tagged segment, not your whole list.
Segmented sends protect deliverability and lift opens.
Ecco come si presenta:
✓ Punto di controllo: Your recipient count matches the tag you picked.
Step 3: Send and Measure
Schedule the send, then watch opens and clicks in reporting.
✅ Risultato: Targeted emails go out without blasting everyone.
💡 Consiglio da professionista: Set up automated surveys after purchases to gather feedback and build loyalty.
Come utilizzare Keap Pipeline Management
Gestione della pipeline lets you manage deals daily and automate the busywork.
Ecco come usarlo passo dopo passo.
Step 1: Drag Deals Forward
Move each card to its current stage as things progress.
Moving a deal can trigger automated tasks, so updates do real work.
Step 2: Add Context
Note the next action and date on every card.
Future you will thank present you.
Ecco come si presenta:
✓ Punto di controllo: Each card shows its owner, value, and next step.
Step 3: Review Weekly
Filter by stage or owner and clear out stalled deals.
✅ Risultato: No deal sits forgotten in your pipeline again.
💡 Consiglio da professionista: Tie a task automation to your proposal stage so follow-ups fire themselves.
Dopo aver testato Keap per oltre due anni, ecco i miei migliori consigli.
After testing Keap for eight months, here are my best tips.
Scorciatoie da tastiera
| Azione | Scorciatoia |
|---|---|
| Find any contact or page | Click the search icon in the top bar |
| Undo in the email builder | Ctrl + Z (Cmd + Z su Mac) |
| Copy an email block | Ctrl + C, then Ctrl + V |
| Add a contact fast | Click the + icon in the top navigation |
Funzionalità nascoste che la maggior parte delle persone non nota
- Free courses and live events: Keap runs free online training that clarifies your next growth step. Its formula is software, strategy, and support.
- Automated surveys: Tailored follow-ups after a survey turn feedback into loyalty without extra work.
- API per sviluppatori: Connect custom applications with the API and PHP SDK. OAuth makes server requests to a single Keap account without requiring user authentication each time.
Errore n. 1: Importare elenchi di contatti non validi
Mistake #1: Importing a Messy Contact List
❌ Sbagliato: Dumping an old, unclean list straight into Keap.
✅ A destra: Ensure your contact list is clean first. Remove dead emails and duplicates, then import.
Creazione di tag casuali man mano che si procede, senza una convenzione di denominazione.
❌ Sbagliato: Tagging randomly, or not at all, then wondering why segments fail.
✅ A destra: Strategize your tags on day one: source, status, and interest. Segmentation depends on it.
Mistake #3: Building Giant Campaigns First
❌ Sbagliato: Spending week one on a 40-step automation nobody tested.
✅ A destra: Start small and get quick wins. A welcome sequence and reminders beat a monster build.
Problema: le email non vengono inviate.
Problema: le email finiscono nella cartella spam.
Causa: Your sending domain isn’t authenticated yet.
Aggiustare: Add the SPF and DKIM records Keap gives you, then re-test.
Problem: Imported Contacts Are Missing Details
Causa: CSV columns didn’t map to the right Keap fields.
Aggiustare: Re-import and match each column during the mapping step.
Problem: An Automation Never Fires
Causa: The automation is unpublished, or its trigger tag never applies.
Aggiustare: Publish it, check the tag spelling, and test with your own email.
📌 Nota: If none of these fix your issue, contact Keap support.
Che cos'è Keap?
Mantenere is a leading all-in-one CRM and automation platform built for small businesses.
It brings customer data, sales pipelines, and marketing together under one login.
Think of it like a tireless assistant who remembers every lead and never forgets to follow up.
The company started as Infusionsoft and rebranded to Keap in 2019.
Guarda questa breve panoramica:
Include le seguenti caratteristiche principali:
- Crea flussi di lavoro visivi "quando-allora" che eseguono le attività automaticamente. Visual when-then campaigns that run themselves
- CRM: Every lead and customer record in one place
- Invia messaggi individuali e crea attività a partire dalle conversazioni. Direct messages from any contact record
- Pagine di destinazione: Pages and forms that capture lead data
- Pipeline di vendita: A Kanban-style board for deals
- Assegna un punteggio ai lead e attiva azioni in base al livello di coinvolgimento. Sources, tags, and behavior data
- Genera contenuti email e sequenze di campagne con l'ausilio dell'intelligenza artificiale. 30+ pre-built plays and drafted copy
- Marketing via e-mail: Broadcasts and campaigns for tagged segments
- Gestione della pipeline: Daily deal moves that trigger tasks
Per una recensione completa, consulta la nostra Recensione di Keap.
Prezzi Keap
Piccole imprese con un massimo di 1.500 contatti e 2 utenti
| Piano | Prezzo | Ideale per |
|---|---|---|
| Mantenere | 299 dollari al mese (fatturazione annuale) | Small businesses that want CRM, marketing, and sales automation in one system |
Prova gratuita: Sì, 14 giorni, senza bisogno di carta di credito.
Garanzia di rimborso: No standard guarantee. Cancel before renewal instead.
💰 Miglior rapporto qualità-prezzo: There’s one plan, and it includes everything. Costs scale with contacts and users as you grow.
Keap contro le alternative
CRM tutto in uno + automazione
| Attrezzo | Ideale per | Prezzo | Valutazione |
|---|---|---|---|
| Mantenere | All-in-one small business automation | $299/mese | ⭐ 4.2 |
| GoHighLevel | Agencies and white-label | 97 dollari al mese | ⭐ 4,5 |
| HubSpot | CRM gratuito per iniziare | 15 dollari al mese | ⭐ 4.4 |
| Campagna attiva | Email automation depth | 15 dollari al mese | ⭐ 4,5 |
| Pipedrive | Processi di vendita semplici | 14 dollari al mese | ⭐ 4,5 |
| ClickFunnels | Imbuti di vendita | 97 dollari al mese | ⭐ 4.6 |
| CRM del lunedì | Visual team workflows | $ 12/mese | ⭐ 4.6 |
| Forza vendita | scala aziendale | 25 dollari al mese | ⭐ 4.4 |
Scelte rapide:
- Il migliore in assoluto: Keap — CRM, email, texts, and automation in one system
- Miglior budget: Pipedrive — clean pipelines from $14/mo
- Ideale per principianti: HubSpot — free CRM tier to learn on
- Ideale per le agenzie: GoHighLevel: soluzioni white-label complete per i clienti.
🎯 Alternative a Keap
Piattaforma di marketing white-label con CRM, funnel e automazione, pensata per agenzie e aziende di servizi.
- 🚀 GoHighLevel: Agency-focused platform with funnels, CRM, and white-label reselling built in.
- 💰 Pipedrive: Affordable, no-nonsense sales pipeline that new reps learn in an afternoon.
- ⚡ Campagna attiva: Deeper email automation logic at a lower entry price.
- 🌟 HubSpot: Free CRM tier with a huge upgrade path as you scale.
- 🎨 ClickFunnels: Funnel-first builder for launches, offers, and checkout pages.
- 👶 Gente: Lightweight, modern CRM for founders who find big tools heavy.
- 🔥 Immediatamente: Cold email outreach at scale with warm-up built in.
- 🔧 ClickUp: Project management with CRM templates for ops-minded teams.
- 📊 CRM del lunedì: Visual boards and automations your whole team will actually use.
- 💼 CRM in capsule: Simple contact management with a generous free plan.
- 🎯 Approfondito: CRM plus project delivery for service businesses.
- 🧠 CRM Freshsales: AI scoring and built-in phone at friendly prices.
- 🏢 Salesforce: The enterprise standard when you outgrow everything else.
- ⭐ Zendesk: Support-first suite with a capable sales CRM attached.
Per l'elenco completo, consultare il nostro Alternative a Keap guida.
⚔️ Keap Compared
GoHighLevel è più economico ed è pensato per le agenzie, ma Keap offre un CRM più raffinato e un supporto migliore per chi lavora in proprio.
- Keap vs GoHighLevel: GoHighLevel wins for agencies. Keap wins for owner-run small businesses.
- Keap vs Pipedrive: Pipedrive is cheaper for pure sales. Keap adds marketing automation.
- Keap vs ActiveCampaign: ActiveCampaign wins on email depth. Keap wins on all-in-one texting and invoicing.
- Keap vs HubSpot: HubSpot starts free. Keap costs less once HubSpot add-ons pile up.
- Keap vs ClickFunnels: ClickFunnels builds better funnels. Keap manages the relationship after the sale.
- Keap vs Folk: Folk is simpler for tiny teams. Keap automates far more.
- Keap vs Instantly: Instantly rules cold outreach. Keap nurtures warm leads and customers.
- Keap vs ClickUp: ClickUp runs projects. Keap runs your sales and marketing engine.
- Keap vs Monday CRM: Monday suits collaborative teams. Keap suits automated follow-up.
- Keap vs Capsule CRM: Capsule is lighter and cheaper. Keap does much more per contact.
- Keap vs Insightly: Insightly adds project delivery. Keap wins on marketing automation.
- Keap vs Freshsales CRM: Freshsales includes calling cheaply. Keap wins on campaigns.
- Keap vs Salesforce: Salesforce scales to enterprises. Keap stays simpler for small teams.
- Keap vs Zendesk: Zendesk leads in support tickets. Keap leads in lead capture and nurture.
Hai imparato a usare tutte le principali funzionalità di Keap:
✅ Generatore di automazioni
- ✅ Email e SMS
- ✅ Organizzazioni
- ✅ Pagine di destinazione
- ✅ Gestione e monitoraggio dei lead
- ✅ Pipeline di vendita
- ✅ Keap AI
- ✅ Gestione della pipeline
- ✅ Marketing via email
- La maggior parte delle persone inizia con Automation Builder.
Passo successivo: Scegli una funzionalità e provala subito.
Most people start with the Automation Builder.
Ci vogliono meno di 5 minuti.
Domande frequenti
Keap è facile da usare?
Yes for daily CRM work. The automation builder takes practice. Keap provides onboarding checklists, a video library, and free courses to get new users started fast.
A cosa serve Keap?
Keap is an all-in-one CRM and automation platform for small businesses. It handles contacts, email marketing, texts, landing pages, sales pipelines, and automated follow-ups.
Cosa c'è di meglio di Keap?
It depends on your needs. HubSpot has a free CRM, GoHighLevel suits agencies, and ActiveCampaign wins on email pricing. Keap is stronger as one combined system.
Come si crea un prodotto in Keap?
Open settings, then Products. Click Add Product, enter the name, price, and description, then save. Attach products to invoices, orders, and checkout forms.
Come si chiamava Keap in passato?
Keap was called Infusionsoft. The company rebranded to Keap in 2019, and the legacy Infusionsoft product became Keap Max Classic.
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