Início rápido
Este guia abrange todas as funcionalidades do Keap:
- Começando — Create your Keap account and finish basic setup
- Como usar o Construtor de Automação — Build when-then follow-ups that run on their own
- Como usar o CRM — Keep every lead and customer record in one place
- Como usar e-mail e mensagens de texto — Send one-off emails and texts from any contact record
- Como usar páginas de destino — Capture lead data with pages and web forms
- Como usar o funil de vendas — Set up a visual Kanban-style board for your deals
- Como usar o gerenciamento e rastreamento de leads — See where leads come from and what they do next
- Como usar o Keap AI — Launch campaigns fast with 30+ pre-built plays
- Como usar o marketing por e-mail — Send targeted broadcasts to tagged segments
- Como usar o gerenciamento de dutos — Move deals daily and let tasks fire themselves
Tempo necessário: 5 minutos por filme
Neste guia também: Dicas profissionais | Erros comuns | Solução de problemas | Preços | Alternativas
Por que confiar neste guia?
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 é um dos mais poderosos CRM and automation tools for small businesses today.
Mas a maioria dos usuários apenas arranha a superfície do que ele pode fazer.
Este guia mostra como usar todas as principais funcionalidades.
Passo a passo, com capturas de tela e dicas profissionais.
Tutorial do Keap
This complete How to Use Keap tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.
Keap
Keap puts CRM, email, texts, and automation in one place. Small businesses use it to capture leads and follow up on autopilot. Try it free — no credit card needed to start.
Primeiros passos com o Keap
Antes de usar qualquer recurso, conclua esta configuração única.
Leva cerca de 3 minutos.
Here’s a look at my own setup experience:
Agora vamos analisar cada etapa.
Step 1: Create Your Keap Account
Go to keap.com and click “Try free.”
Sign up with your work email and create a password.
Não é necessário cartão de crédito para iniciar o período de teste.
✓ Ponto de verificação: Verifique o seu caixa de entrada for a confirmation email, then sign in.
Step 2: Open the Keap Application
Keap runs in your browser, so nothing installs on your computer.
You can also grab the mobile iOS application to add contacts on the go.
Log in with your new Keap account.
Here’s what you get once you’re inside:
✓ Ponto de verificação: Você deverá ver o painel principal.
Etapa 3: Conclua a configuração inicial
Keap provides an onboarding checklist plus a video library to guide your setup.
Work through it: connect your email, import contacts, and customize your dashboard.
You can also plug in your existing tech stack through 5,000+ integrations.
✅ Concluído: Você está pronto para usar qualquer recurso abaixo.
Como usar o Keap Automation Builder
Construtor de Automação lets you build when-then follow-ups that run without you.
Veja como usá-lo passo a passo.
Passo 1: Abra a aba Automações.
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.
Eis como isso se parece:
✓ Ponto de verificação: Your trigger and actions connect on the visual canvas.
Etapa 3: Visualizar e publicar
Run the preview, fix anything odd, then publish.
✅ Resultado: New leads now get instant follow-ups while you sleep.
💡 Dica profissional: Prioritize a Welcome Campaign first, then add Appointment Reminders to cut no-shows.
Como usar o Keap CRM
CRM lets you capture all lead and customer info in one place.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: You get a 360-degree view of that relationship on one screen.
Step 3: Tag and Segment
Apply tags like “hot lead” or “customer” straight from the record.
✅ Resultado: Your CRM now organizes itself around how you actually sell.
💡 Dica profissional: Customize your dashboard to show the CRM data you check daily.
Como usar o Keap para e-mail e mensagens de texto
Email & Text lets you send one-off emails and texts from any contact record.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: Your draft shows the merged preview before sending.
Etapa 3: Enviar ou Agendar
Hit send now, or schedule it for business hours.
✅ Resultado: The message logs on the record automatically, so nothing gets lost.
💡 Dica profissional: Text replies land back in Keap, so answer them there to keep the full history.
Como usar as páginas de destino do Keap
Páginas de destino lets you capture lead data with pages and web forms.
Veja como usá-lo passo a 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 pergunta.
Eis como isso se parece:
✓ Ponto de verificação: The form fields map to your CRM automatically.
Step 3: Publish and Connect
Publish the page and attach a welcome automation to the form.
✅ Resultado: Every submission becomes a contact and triggers follow-up immediately.
💡 Dica profissional: Embed Keap forms on your own website too, so every page can capture leads.
Como usar o pipeline de vendas do Keap
Pipeline de Vendas lets you build a visual Kanban-style board for your deals.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: Your stages appear as columns across the board.
Step 3: Add Deals
Create a deal, set its value, and link the contact.
✅ Resultado: You can now see your whole sales process at a glance.
💡 Dica profissional: Keep stages under seven so the board stays readable on one screen.
How to Use Keap Lead Manager & Tracker
Gestão e Rastreamento de Leads lets you track where leads come from and what they do next.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: Each new lead shows a source and a growing tag history.
Step 3: Check the Reports
Abrir reportagem to track campaign success and engagement.
✅ Resultado: You now know which sources provide the best leads.
💡 Dica profissional: Review source reports monthly, then spend more on the channels that convert.
Como usar o Keap AI
Keap AI lets you draft content and build campaigns with AI help.
Veja como usá-lo passo a passo.
Passo 1: Abra o Assistente de IA
Click the AI Automation Assistant from your dashboard.
Step 2: Pick a Play
Choose from 30+ pre-built campaign templates and plays.
They cover lead generation, conversion, and re-engagement.
Eis como isso se parece:
✓ Ponto de verificação: The assistant loads a ready-made campaign you can edit.
Step 3: Edit and Launch
Rewrite the AI draft in your own voz, then launch.
✅ Resultado: A campaign that used to take days now takes minutes.
💡 Dica profissional: Treat AI copy as a first draft. Your voice is what makes it great.
How to Use Keap Email Marketer
Marketing por e-mail lets you send targeted broadcasts and automated campaigns.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: Your recipient count matches the tag you picked.
Step 3: Send and Measure
Schedule the send, then watch opens and clicks in reporting.
✅ Resultado: Targeted emails go out without blasting everyone.
💡 Dica profissional: Set up automated surveys after purchases to gather feedback and build loyalty.
How to Use Keap Pipeline Manager
Gestão de dutos lets you manage deals daily and automate the busywork.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: Each card shows its owner, value, and next step.
Step 3: Review Weekly
Filter by stage or owner and clear out stalled deals.
✅ Resultado: No deal sits forgotten in your pipeline again.
💡 Dica profissional: Tie a task automation to your proposal stage so follow-ups fire themselves.
Dicas e Atalhos do Keep Pro
After testing Keap for eight months, here are my best tips.
Atalhos de teclado
| Ação | Atalho |
|---|---|
| Find any contact or page | Click the search icon in the top bar |
| Undo in the email builder | Ctrl + Z (Cmd + Z ativado) Mac) |
| Copy an email block | Ctrl + C, then Ctrl + V |
| Add a contact fast | Click the + icon in the top navigation |
Características ocultas que a maioria das pessoas não percebe
- Free courses and live events: Keap runs free online training that clarifies your next growth step. Its formula is software, strategy, and support.
- Automated surveys: Tailored follow-ups after a survey turn feedback into loyalty without extra work.
- API para desenvolvedores: Connect custom applications with the API and PHP SDK. OAuth makes server requests to a single Keap account without requiring user authentication each time.
Erros comuns a evitar
Mistake #1: Importing a Messy Contact List
❌ Errado: Dumping an old, unclean list straight into Keap.
✅ Direita: Ensure your contact list is clean first. Remove dead emails and duplicates, then import.
Erro nº 2: Ignorar a estratégia de marcação
❌ Errado: Tagging randomly, or not at all, then wondering why segments fail.
✅ Direita: Strategize your tags on day one: source, status, and interest. Segmentation depends on it.
Mistake #3: Building Giant Campaigns First
❌ Errado: Spending week one on a 40-step automation nobody tested.
✅ Direita: Start small and get quick wins. A welcome sequence and reminders beat a monster build.
Solução de problemas do Keap
Problema: E-mails indo para a pasta de spam.
Causa: Your sending domain isn’t authenticated yet.
Consertar: 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.
Consertar: 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.
Consertar: Publish it, check the tag spelling, and test with your own email.
📌 Observação: If none of these fix your issue, contact Keap support.
O que é Keap?
Keap is a leading all-in-one CRM and automation platform built for small businesses.
It brings customer data, sales pipelines, and marketing together under one login.
Think of it like a tireless assistant who remembers every lead and never forgets to follow up.
The company started as Infusionsoft and rebranded to Keap in 2019.
Veja esta breve visão geral:
Inclui estas características principais:
- Construtor de Automação: Visual when-then campaigns that run themselves
- CRM: Every lead and customer record in one place
- E-mail e mensagem de texto: Direct messages from any contact record
- Páginas de destino: Pages and forms that capture lead data
- Pipeline de Vendas: A Kanban-style board for deals
- Gestão e Rastreamento de Leads: Sources, tags, and behavior data
- Keap AI: 30+ pre-built plays and drafted copy
- Marketing por e-mail: Broadcasts and campaigns for tagged segments
- Gestão de Oleodutos: Daily deal moves that trigger tasks
Para uma análise completa, consulte nosso artigo. Continue a revisão.
Preços de manutenção
Eis o preço do Keap em 2026:
| Plano | Preço | Ideal para |
|---|---|---|
| Keap | US$ 299/mês (cobrança anual) | Small businesses that want CRM, marketing, and sales automation in one system |
Teste grátis: Sim — 14 dias, sem necessidade de cartão de crédito.
Garantia de reembolso: No standard guarantee. Cancel before renewal instead.
💰 Melhor custo-benefício: There’s one plan, and it includes everything. Costs scale with contacts and users as you grow.
Keap vs. Alternativas
Como o Keap se compara? Aqui está o panorama competitivo:
| Ferramenta | Ideal para | Preço | Avaliação |
|---|---|---|---|
| Keap | All-in-one small business automation | US$ 299/mês | ⭐ 4,2 |
| GoHighLevel | Agencies and white-label | US$ 97/mês | ⭐ 4,5 |
| HubSpot | CRM gratuito para começar | US$ 15/mês | ⭐ 4,4 |
| ActiveCampaign | Email automation depth | US$ 15/mês | ⭐ 4,5 |
| Pipedrive | Pipelines de vendas simples | US$ 14/mês | ⭐ 4,5 |
| ClickFunnels | Funis de vendas | US$ 97/mês | ⭐ 4,6 |
| CRM de segunda-feira | Visual team workflows | US$ 12/mês | ⭐ 4,6 |
| Salesforce | Escala empresarial | US$ 25/mês | ⭐ 4,4 |
Escolhas rápidas:
- Melhor no geral: Keap — CRM, email, texts, and automation in one system
- Melhor orçamento: Pipedrive — clean pipelines from $14/mo
- Ideal para iniciantes: HubSpot — free CRM tier to learn on
- Melhor opção para agências: GoHighLevel — tudo em marca branca para clientes
🎯 Alternativas ao Keap
Procurando alternativas ao Keap? Aqui estão as melhores opções:
- 🚀 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.
- ⚡ ActiveCampaign: 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.
- 👶 Povo: Lightweight, modern CRM for founders who find big tools heavy.
- 🔥 Imediatamente: E-mail frio outreach at scale with warm-up built in.
- 🔧 ClickUp: Project management with CRM templates for ops-minded teams.
- 📊 CRM de segunda-feira: Visual boards and automations your whole team will actually use.
- 💼 CRM Cápsula: Simple contact management with a generous free plan.
- 🎯 Perspicaz: CRM plus project delivery for service businesses.
- 🧠 Freshsales CRM: 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.
Para ver a lista completa, consulte nosso Alternativas ao Keap guia.
⚔️ Comparação de Keap
Veja como o Keap se compara a cada concorrente:
- 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.
Comece a usar o Keap agora mesmo
Você aprendeu a usar todos os principais recursos do Keap:
- ✅ Construtor de Automação
- ✅ CRM
- ✅ E-mail e SMS
- ✅ Páginas de destino
- ✅ Funil de Vendas
- ✅ Gestão e Rastreamento de Leads
- ✅ Keap AI
- ✅ Marketing por e-mail
- ✅ Gestão de Oleodutos
Próximo passo: Escolha uma funcionalidade e experimente agora mesmo.
Most people start with the Automation Builder.
Leva menos de 5 minutos.
Perguntas frequentes
O Keap é fácil de usar?
Yes for daily CRM work. The automation builder takes practice. Keap provides onboarding checklists, a video library, and free courses to get new users started fast.
Para que serve o 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.
O que é melhor que Keap?
It depends on your needs. HubSpot has a free CRM, GoHighLevel suits agencies, and ActiveCampaign wins on email pricing. Keap is stronger as one combined system.
Como faço para criar um produto no Keap?
Open settings, then Products. Click Add Product, enter the name, price, and description, then save. Attach products to invoices, orders, and checkout forms.
Qual era o nome que Keap costumava ter?
Keap was called Infusionsoft. The company rebranded to Keap in 2019, and the legacy Infusionsoft product became Keap Max Classic.
Início rápido
Este guia abrange todas as funcionalidades do Keap:
- Começando — Create your Keap account and finish basic setup
- Como usar o Construtor de Automação — Build when-then follow-ups that run on their own
- Como usar o CRM — Keep every lead and customer record in one place
- Como usar e-mail e mensagens de texto — Send one-off emails and texts from any contact record
- Como usar páginas de destino — Capture lead data with pages and web forms
- Como usar o funil de vendas — Set up a visual Kanban-style board for your deals
- Como usar o gerenciamento e rastreamento de leads — See where leads come from and what they do next
- Como usar o Keap AI — Launch campaigns fast with 30+ pre-built plays
- Como usar o marketing por e-mail — Send targeted broadcasts to tagged segments
- Como usar o gerenciamento de dutos — Move deals daily and let tasks fire themselves
Tempo necessário: 5 minutos por filme
Neste guia também: Dicas profissionais | Erros comuns | Solução de problemas | Preços | Alternativas
Por que confiar neste guia?
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.
Mas a maioria dos usuários apenas arranha a superfície do que ele pode fazer.
Este guia mostra como usar todas as principais funcionalidades.
Passo a passo, com capturas de tela e dicas profissionais.
Tutorial do Keap
Este tutorial completo do Keap orienta você passo a passo em cada recurso, desde a configuração inicial até dicas avançadas que farão de você um usuário experiente.
Keap
Keap puts CRM, email, texts, and automation in one place. Small businesses use it to capture leads and follow up on autopilot. Try it free — no credit card needed to start.
Primeiros passos com o Keap
Antes de usar qualquer recurso, conclua esta configuração única.
Leva cerca de 3 minutos.
Here’s a look at my own setup experience:
Agora vamos analisar cada etapa.
Step 1: Create Your Keap Account
Go to keap.com and click “Try free.”
Sign up with your work email and create a password.
Não é necessário cartão de crédito para iniciar o período de teste.
✓ Ponto de verificação: 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:
✓ Ponto de verificação: Você deverá ver o painel principal.
Etapa 3: Conclua a configuração inicial
Keap provides an onboarding checklist plus a video library to guide your setup.
Work through it: connect your email, import contacts, and customize your dashboard.
You can also plug in your existing tech stack through 5,000+ integrations.
✅ Concluído: Você está pronto para usar qualquer recurso abaixo.
Como usar o Keap Automation Builder
Construtor de Automação lets you build when-then follow-ups that run without you.
Veja como usá-lo passo a passo.
Passo 1: Abra a aba Automações.
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.
Eis como isso se parece:
✓ Ponto de verificação: Your trigger and actions connect on the visual canvas.
Etapa 3: Visualizar e publicar
Run the preview, fix anything odd, then publish.
✅ Resultado: New leads now get instant follow-ups while you sleep.
💡 Dica profissional: Prioritize a Welcome Campaign first, then add Appointment Reminders to cut no-shows.
Como usar o Keap CRM
CRM lets you capture all lead and customer info in one place.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: You get a 360-degree view of that relationship on one screen.
Step 3: Tag and Segment
Apply tags like “hot lead” or “customer” straight from the record.
✅ Resultado: Your CRM now organizes itself around how you actually sell.
💡 Dica profissional: Customize your dashboard to show the CRM data you check daily.
Como usar o Keap para e-mail e mensagens de texto
Email & Text lets you send one-off emails and texts from any contact record.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: Your draft shows the merged preview before sending.
Etapa 3: Enviar ou Agendar
Hit send now, or schedule it for business hours.
✅ Resultado: The message logs on the record automatically, so nothing gets lost.
💡 Dica profissional: Text replies land back in Keap, so answer them there to keep the full history.
Como usar as páginas de destino do Keap
Páginas de destino lets you capture lead data with pages and web forms.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: The form fields map to your CRM automatically.
Step 3: Publish and Connect
Publish the page and attach a welcome automation to the form.
✅ Resultado: Every submission becomes a contact and triggers follow-up immediately.
💡 Dica profissional: Embed Keap forms on your own website too, so every page can capture leads.
Como usar o pipeline de vendas do Keap
Pipeline de Vendas lets you build a visual Kanban-style board for your deals.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: Your stages appear as columns across the board.
Step 3: Add Deals
Create a deal, set its value, and link the contact.
✅ Resultado: You can now see your whole sales process at a glance.
💡 Dica profissional: Keep stages under seven so the board stays readable on one screen.
Como usar o Keap para gerenciamento e rastreamento de leads
Gestão e Rastreamento de Leads lets you track where leads come from and what they do next.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: Each new lead shows a source and a growing tag history.
Step 3: Check the Reports
Open reporting to track campaign success and engagement.
✅ Resultado: You now know which sources provide the best leads.
💡 Dica profissional: Review source reports monthly, then spend more on the channels that convert.
Como usar o Keap AI
Keap AI lets you draft content and build campaigns with AI help.
Veja como usá-lo passo a passo.
Passo 1: Abra o Assistente de IA
Click the AI Automation Assistant from your dashboard.
Step 2: Pick a Play
Choose from 30+ pre-built campaign templates and plays.
They cover lead generation, conversion, and re-engagement.
Eis como isso se parece:
✓ Ponto de verificação: The assistant loads a ready-made campaign you can edit.
Step 3: Edit and Launch
Rewrite the AI draft in your own voice, then launch.
✅ Resultado: A campaign that used to take days now takes minutes.
💡 Dica profissional: Treat AI copy as a first draft. Your voice is what makes it great.
Como usar o Keap Email Marketing
Marketing por e-mail lets you send targeted broadcasts and automated campaigns.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: Your recipient count matches the tag you picked.
Step 3: Send and Measure
Schedule the send, then watch opens and clicks in reporting.
✅ Resultado: Targeted emails go out without blasting everyone.
💡 Dica profissional: Set up automated surveys after purchases to gather feedback and build loyalty.
Como usar o Keap Pipeline Management
Gestão de dutos lets you manage deals daily and automate the busywork.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: Each card shows its owner, value, and next step.
Step 3: Review Weekly
Filter by stage or owner and clear out stalled deals.
✅ Resultado: No deal sits forgotten in your pipeline again.
💡 Dica profissional: Tie a task automation to your proposal stage so follow-ups fire themselves.
Dicas e Atalhos do Keep Pro
After testing Keap for eight months, here are my best tips.
Atalhos de teclado
| Ação | Atalho |
|---|---|
| Find any contact or page | Click the search icon in the top bar |
| Undo in the email builder | Ctrl + Z (Cmd + Z no Mac) |
| Copy an email block | Ctrl + C, then Ctrl + V |
| Add a contact fast | Click the + icon in the top navigation |
Características ocultas que a maioria das pessoas não percebe
- Free courses and live events: Keap runs free online training that clarifies your next growth step. Its formula is software, strategy, and support.
- Automated surveys: Tailored follow-ups after a survey turn feedback into loyalty without extra work.
- API para desenvolvedores: Connect custom applications with the API and PHP SDK. OAuth makes server requests to a single Keap account without requiring user authentication each time.
Erros comuns a evitar
Mistake #1: Importing a Messy Contact List
❌ Errado: Dumping an old, unclean list straight into Keap.
✅ Direita: Ensure your contact list is clean first. Remove dead emails and duplicates, then import.
Erro nº 2: Ignorar a estratégia de marcação
❌ Errado: Tagging randomly, or not at all, then wondering why segments fail.
✅ Direita: Strategize your tags on day one: source, status, and interest. Segmentation depends on it.
Mistake #3: Building Giant Campaigns First
❌ Errado: Spending week one on a 40-step automation nobody tested.
✅ Direita: Start small and get quick wins. A welcome sequence and reminders beat a monster build.
Solução de problemas do Keap
Problema: E-mails indo para a pasta de spam.
Causa: Your sending domain isn’t authenticated yet.
Consertar: 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.
Consertar: 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.
Consertar: Publish it, check the tag spelling, and test with your own email.
📌 Observação: If none of these fix your issue, contact Keap support.
O que é Keap?
Keap is a leading all-in-one CRM and automation platform built for small businesses.
It brings customer data, sales pipelines, and marketing together under one login.
Think of it like a tireless assistant who remembers every lead and never forgets to follow up.
The company started as Infusionsoft and rebranded to Keap in 2019.
Veja esta breve visão geral:
Inclui estas características principais:
- Construtor de Automação: Visual when-then campaigns that run themselves
- CRM: Every lead and customer record in one place
- E-mail e mensagem de texto: Direct messages from any contact record
- Páginas de destino: Pages and forms that capture lead data
- Pipeline de Vendas: A Kanban-style board for deals
- Gestão e Rastreamento de Leads: Sources, tags, and behavior data
- Keap AI: 30+ pre-built plays and drafted copy
- Marketing por e-mail: Broadcasts and campaigns for tagged segments
- Gestão de Oleodutos: Daily deal moves that trigger tasks
Para uma análise completa, consulte nosso artigo. Continue a revisão.
Preços de manutenção
Eis o preço do Keap em 2026:
| Plano | Preço | Ideal para |
|---|---|---|
| Keap | US$ 299/mês (cobrança anual) | Small businesses that want CRM, marketing, and sales automation in one system |
Teste grátis: Sim — 14 dias, sem necessidade de cartão de crédito.
Garantia de reembolso: No standard guarantee. Cancel before renewal instead.
💰 Melhor custo-benefício: There’s one plan, and it includes everything. Costs scale with contacts and users as you grow.
Keap vs. Alternativas
Como o Keap se compara? Aqui está o panorama competitivo:
| Ferramenta | Ideal para | Preço | Avaliação |
|---|---|---|---|
| Keap | All-in-one small business automation | US$ 299/mês | ⭐ 4,2 |
| GoHighLevel | Agencies and white-label | US$ 97/mês | ⭐ 4,5 |
| HubSpot | CRM gratuito para começar | US$ 15/mês | ⭐ 4,4 |
| ActiveCampaign | Email automation depth | US$ 15/mês | ⭐ 4,5 |
| Pipedrive | Pipelines de vendas simples | US$ 14/mês | ⭐ 4,5 |
| ClickFunnels | Funis de vendas | US$ 97/mês | ⭐ 4,6 |
| CRM de segunda-feira | Visual team workflows | US$ 12/mês | ⭐ 4,6 |
| Salesforce | Escala empresarial | US$ 25/mês | ⭐ 4,4 |
Escolhas rápidas:
- Melhor no geral: Keap — CRM, email, texts, and automation in one system
- Melhor orçamento: Pipedrive — clean pipelines from $14/mo
- Ideal para iniciantes: HubSpot — free CRM tier to learn on
- Melhor opção para agências: GoHighLevel — tudo em marca branca para clientes
🎯 Alternativas ao Keap
Procurando alternativas ao Keap? Aqui estão as melhores opções:
- 🚀 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.
- ⚡ ActiveCampaign: 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.
- 👶 Povo: Lightweight, modern CRM for founders who find big tools heavy.
- 🔥 Imediatamente: Cold email outreach at scale with warm-up built in.
- 🔧 ClickUp: Project management with CRM templates for ops-minded teams.
- 📊 CRM de segunda-feira: Visual boards and automations your whole team will actually use.
- 💼 CRM Cápsula: Simple contact management with a generous free plan.
- 🎯 Perspicaz: CRM plus project delivery for service businesses.
- 🧠 Freshsales CRM: 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.
Para ver a lista completa, consulte nosso Alternativas ao Keap guia.
⚔️ Comparação de Keap
Veja como o Keap se compara a cada concorrente:
- 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.
Comece a usar o Keap agora mesmo
Você aprendeu a usar todos os principais recursos do Keap:
- ✅ Construtor de Automação
- ✅ CRM
- ✅ E-mail e SMS
- ✅ Páginas de destino
- ✅ Funil de Vendas
- ✅ Gestão e Rastreamento de Leads
- ✅ Keap AI
- ✅ Marketing por e-mail
- ✅ Gestão de Oleodutos
Próximo passo: Escolha uma funcionalidade e experimente agora mesmo.
Most people start with the Automation Builder.
Leva menos de 5 minutos.
Perguntas frequentes
O Keap é fácil de usar?
Yes for daily CRM work. The automation builder takes practice. Keap provides onboarding checklists, a video library, and free courses to get new users started fast.
Para que serve o 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.
O que é melhor que Keap?
It depends on your needs. HubSpot has a free CRM, GoHighLevel suits agencies, and ActiveCampaign wins on email pricing. Keap is stronger as one combined system.
Como faço para criar um produto no Keap?
Open settings, then Products. Click Add Product, enter the name, price, and description, then save. Attach products to invoices, orders, and checkout forms.
Qual era o nome que Keap costumava ter?
Keap was called Infusionsoft. The company rebranded to Keap in 2019, and the legacy Infusionsoft product became Keap Max Classic.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 