如何使用 Keap：2026 年几分钟内即可搭建销售渠道

快速入门

本指南涵盖了Keap的所有功能：

• 入门 — Create your Keap account and finish basic setup
• 如何使用自动化构建器 — Build when-then follow-ups that run on their own
• 如何使用客户关系管理系统 — Keep every lead and customer record in one place
• 如何使用电子邮件和短信 — Send one-off emails and texts from any contact record
• 如何使用着陆页 — Capture lead data with pages and web forms
• 如何使用销售管道 — Set up a visual Kanban-style board for your deals
• 如何使用销售线索管理和跟踪 — See where leads come from and what they do next
• 如何使用 Keap AI — Launch campaigns fast with 30+ pre-built plays
• 如何使用电子邮件营销 — Send targeted broadcasts to tagged segments
• 如何使用管道管理 — Move deals daily and let tasks fire themselves

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

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是最强大的之一 客户关系管理 and automation tools for small businesses today.

但大多数用户仅仅触及了它功能的冰山一角。

本指南将向您展示如何使用所有主要功能。

一步一步教你，附带截图和专业技巧。

Keap教程

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入门指南

使用任何功能之前，请先完成此一次性设置。

大约需要3分钟。

Here’s a look at my own setup experience:

现在让我们一步一步来。

Step 1: Create Your Keap Account

Go to keap.com and click “Try free.”

Sign up with your work email and create a password.

无需信用卡即可开始试用。

✓ 检查点： 检查你的 收件箱 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:

✓ 检查点： 你应该能看到主控制面板。

步骤 3：完成初始设置

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.

如何使用 Keap Automation Builder

自动化构建器 lets you build when-then follow-ups that run without you.

以下是使用步骤。

步骤 1：打开“自动化”选项卡

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.

这就是它的样子：

✓ 检查点： Your trigger and actions connect on the visual canvas.

步骤三：预览和发布

Run the preview, fix anything odd, then publish.

如何使用 Keap CRM

客户关系管理 lets you capture all lead and customer info in one place.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

如何使用 Keap 电子邮件和短信

Email & Text lets you send one-off emails and texts from any contact record.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： Your draft shows the merged preview before sending.

步骤 3：发送或安排

Hit send now, or schedule it for business hours.

如何使用 Keap 着陆页

着陆页 lets you capture lead data with pages and web forms.

以下是使用步骤。

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 问题.

这就是它的样子：

✓ 检查点： The form fields map to your CRM automatically.

Step 3: Publish and Connect

Publish the page and attach a welcome automation to the form.

如何使用 Keap 销售管道

销售渠道 lets you build a visual Kanban-style board for your deals.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： Your stages appear as columns across the board.

Step 3: Add Deals

Create a deal, set its value, and link the contact.

How to Use Keap Lead Manager & Tracker

销售线索管理与跟踪 lets you track where leads come from and what they do next.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： Each new lead shows a source and a growing tag history.

Step 3: Check the Reports

打开 报道 to track campaign success and engagement.

如何使用 Keap AI

Keap AI lets you draft content and build campaigns with AI help.

以下是使用步骤。

步骤 1：打开 AI 助手

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.

这就是它的样子：

✓ 检查点： The assistant loads a ready-made campaign you can edit.

Step 3: Edit and Launch

Rewrite the AI draft in your own 嗓音, then launch.

How to Use Keap Email Marketer

电子邮件营销 lets you send targeted broadcasts and automated campaigns.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： Your recipient count matches the tag you picked.

Step 3: Send and Measure

Schedule the send, then watch opens and clicks in reporting.

How to Use Keap Pipeline Manager

管道管理 lets you manage deals daily and automate the busywork.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： Each card shows its owner, value, and next step.

Step 3: Review Weekly

Filter by stage or owner and clear out stalled deals.

Keap 专业技巧和快捷键

After testing Keap for eight months, here are my best tips.

键盘快捷键

行动	捷径
Find any contact or page	Click the search icon in the top bar
Undo in the email builder	Ctrl + Z（Cmd + Z 开启） 苹果)
Copy an email block	Ctrl + C, then Ctrl + V
Add a contact fast	Click the + icon in the top navigation

大多数人错过的隐藏功能

• 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.
• 开发者 API： Connect custom applications with the API and PHP SDK. OAuth makes server requests to a single Keap account without requiring user authentication each time.

避免常见错误

Mistake #1: Importing a Messy Contact List

错误二：跳过标签策略

Mistake #3: Building Giant Campaigns First

Keap故障排除

问题：邮件被判定为垃圾邮件

原因： Your sending domain isn’t authenticated yet.

使固定： Add the SPF and DKIM records Keap gives you, then re-test.

Problem: Imported Contacts Are Missing Details

原因： CSV columns didn’t map to the right Keap fields.

使固定： Re-import and match each column during the mapping step.

Problem: An Automation Never Fires

原因： The automation is unpublished, or its trigger tag never applies.

使固定： Publish it, check the tag spelling, and test with your own email.

📌 笔记： If none of these fix your issue, contact Keap support.

Keap是什么？

基普 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.

观看这段快速概览：

它包含以下主要特点：

• 自动化构建器： Visual when-then campaigns that run themselves
• 客户关系管理： Every lead and customer record in one place
• 电子邮件和短信： Direct messages from any contact record
• 着陆页： Pages and forms that capture lead data
• 销售渠道： A Kanban-style board for deals
• 销售线索管理与跟踪： Sources, tags, and behavior data
• Keap AI： 30+ pre-built plays and drafted copy
• 电子邮件营销： Broadcasts and campaigns for tagged segments
• 管道管理： Daily deal moves that trigger tasks

如需完整评测，请参阅我们的 Keap 评测.

Keap定价

以下是 Keap 在 2026 年的成本：

计划	价格	最适合
基普	每月 299 美元（按年计费）	Small businesses that want CRM, marketing, and sales automation in one system

免费试用： 是的——14天，无需信用卡。

退款保证： No standard guarantee. Cancel before renewal instead.

💰 性价比最高： There’s one plan, and it includes everything. Costs scale with contacts and users as you grow.

Keap 与其他方案的比较

Keap 与其他产品相比如何？以下是竞争格局：

工具	最适合	价格	等级
基普	All-in-one small business automation	每月 299 美元	⭐ 4.2
GoHighLevel	Agencies and white-label	每月97美元	⭐ 4.5
HubSpot	免费CRM系统，助您轻松入门	每月15美元	⭐ 4.4
ActiveCampaign	Email automation depth	每月15美元	⭐ 4.5
管道驱动	简单的销售流程	每月14美元	⭐ 4.5
ClickFunnels	销售漏斗	每月97美元	⭐ 4.6
星期一客户关系管理	Visual team workflows	每月 12 美元	⭐ 4.6
Salesforce	企业级	每月 25 美元	⭐ 4.4

快速精选：

• 综合最佳： Keap — CRM, email, texts, and automation in one system
• 最佳预算： Pipedrive — clean pipelines from $14/mo
• 最适合初学者： HubSpot — free CRM tier to learn on
• 最适合代理机构： GoHighLevel——为客户提供全方位白标服务

🎯 Keap 的替代方案

正在寻找 Keap 的替代方案？以下是一些最佳选择：

• 🚀 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.
• 👶 民间： Lightweight, modern CRM for founders who find big tools heavy.
• 🔥 即刻： 冷邮件 outreach at scale with warm-up built in.
• 🔧 ClickUp： Project management with CRM templates for ops-minded teams.
• 📊 星期一客户关系管理： Visual boards and automations your whole team will actually use.
• 💼 胶囊型客户关系管理： Simple contact management with a generous free plan.
• 🎯 洞察： 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.

完整列表请参见我们的 Keap的替代方案 指导。

⚔️ Keap 对比

以下是Keap与各竞争对手的对比情况：

• 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.

立即开始使用 Keap

你已经学会了如何使用 Keap 的所有主要功能：

• ✅ 自动化构建器
• ✅ 客户关系管理
• ✅ 电子邮件和短信
• ✅ 着陆页
• ✅ 销售渠道
• ✅ 线索管理与跟踪
• ✅ Keap AI
• ✅ 电子邮件营销
• ✅ 管道管理

下一步： 选择一项功能，立即试用。

Most people start with the Automation Builder.

只需不到5分钟。

常见问题解答

Keap容易使用吗？

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.

Keap是做什么用的？

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.

还有什么比Keap更好？

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.

如何在Keap中创建产品？

Open settings, then Products. Click Add Product, enter the name, price, and description, then save. Attach products to invoices, orders, and checkout forms.

Keap以前叫什么名字？

Keap was called Infusionsoft. The company rebranded to Keap in 2019, and the legacy Infusionsoft product became Keap Max Classic.

快速入门

本指南涵盖了Keap的所有功能：

• 入门 — Create your Keap account and finish basic setup
• 如何使用自动化构建器 — Build when-then follow-ups that run on their own
• 如何使用客户关系管理系统 — Keep every lead and customer record in one place
• 如何使用电子邮件和短信 — Send one-off emails and texts from any contact record
• 如何使用着陆页 — Capture lead data with pages and web forms
• 如何使用销售管道 — Set up a visual Kanban-style board for your deals
• 如何使用销售线索管理和跟踪 — See where leads come from and what they do next
• 如何使用 Keap AI — Launch campaigns fast with 30+ pre-built plays
• 如何使用电子邮件营销 — Send targeted broadcasts to tagged segments
• 如何使用管道管理 — Move deals daily and let tasks fire themselves

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

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.

但大多数用户仅仅触及了它功能的冰山一角。

本指南将向您展示如何使用所有主要功能。

一步一步教你，附带截图和专业技巧。

Keap教程

本 Keap 完整教程将一步一步地引导您了解每个功能，从初始设置到高级技巧，让您成为高级用户。

Keap入门指南

使用任何功能之前，请先完成此一次性设置。

大约需要3分钟。

Here’s a look at my own setup experience:

现在让我们一步一步来。

Step 1: Create Your Keap Account

Go to keap.com and click “Try free.”

Sign up with your work email and create a password.

无需信用卡即可开始试用。

✓ 检查点： 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:

✓ 检查点： 你应该能看到主控制面板。

步骤 3：完成初始设置

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.

如何使用 Keap Automation Builder

自动化构建器 lets you build when-then follow-ups that run without you.

以下是使用步骤。

步骤 1：打开“自动化”选项卡

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.

这就是它的样子：

✓ 检查点： Your trigger and actions connect on the visual canvas.

步骤三：预览和发布

Run the preview, fix anything odd, then publish.

如何使用 Keap CRM

客户关系管理 lets you capture all lead and customer info in one place.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

如何使用 Keap 电子邮件和短信

Email & Text lets you send one-off emails and texts from any contact record.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： Your draft shows the merged preview before sending.

步骤 3：发送或安排

Hit send now, or schedule it for business hours.

如何使用 Keap 着陆页

着陆页 lets you capture lead data with pages and web forms.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： The form fields map to your CRM automatically.

Step 3: Publish and Connect

Publish the page and attach a welcome automation to the form.

如何使用 Keap 销售管道

销售渠道 lets you build a visual Kanban-style board for your deals.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： Your stages appear as columns across the board.

Step 3: Add Deals

Create a deal, set its value, and link the contact.

如何使用 Keap 线索管理和跟踪

销售线索管理与跟踪 lets you track where leads come from and what they do next.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： Each new lead shows a source and a growing tag history.

Step 3: Check the Reports

Open reporting to track campaign success and engagement.

如何使用 Keap AI

Keap AI lets you draft content and build campaigns with AI help.

以下是使用步骤。

步骤 1：打开 AI 助手

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.

这就是它的样子：

✓ 检查点： 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.

如何使用 Keap 电子邮件营销

电子邮件营销 lets you send targeted broadcasts and automated campaigns.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： Your recipient count matches the tag you picked.

Step 3: Send and Measure

Schedule the send, then watch opens and clicks in reporting.

如何使用 Keap Pipeline Management

管道管理 lets you manage deals daily and automate the busywork.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： Each card shows its owner, value, and next step.

Step 3: Review Weekly

Filter by stage or owner and clear out stalled deals.

Keap 专业技巧和快捷键

After testing Keap for eight months, here are my best tips.

键盘快捷键

行动	捷径
Find any contact or page	Click the search icon in the top bar
Undo in the email builder	Ctrl + Z（Mac 上为 Cmd + Z）
Copy an email block	Ctrl + C, then Ctrl + V
Add a contact fast	Click the + icon in the top navigation

大多数人错过的隐藏功能

• 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.
• 开发者 API： Connect custom applications with the API and PHP SDK. OAuth makes server requests to a single Keap account without requiring user authentication each time.

避免常见错误

Mistake #1: Importing a Messy Contact List

错误二：跳过标签策略

Mistake #3: Building Giant Campaigns First

Keap故障排除

问题：邮件被判定为垃圾邮件

原因： Your sending domain isn’t authenticated yet.

使固定： Add the SPF and DKIM records Keap gives you, then re-test.

Problem: Imported Contacts Are Missing Details

原因： CSV columns didn’t map to the right Keap fields.

使固定： Re-import and match each column during the mapping step.

Problem: An Automation Never Fires

原因： The automation is unpublished, or its trigger tag never applies.

使固定： Publish it, check the tag spelling, and test with your own email.

📌 笔记： If none of these fix your issue, contact Keap support.

Keap是什么？

基普 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.

观看这段快速概览：

它包含以下主要特点：

• 自动化构建器： Visual when-then campaigns that run themselves
• 客户关系管理： Every lead and customer record in one place
• 电子邮件和短信： Direct messages from any contact record
• 着陆页： Pages and forms that capture lead data
• 销售渠道： A Kanban-style board for deals
• 销售线索管理与跟踪： Sources, tags, and behavior data
• Keap AI： 30+ pre-built plays and drafted copy
• 电子邮件营销： Broadcasts and campaigns for tagged segments
• 管道管理： Daily deal moves that trigger tasks

如需完整评测，请参阅我们的 Keap 评测.

Keap定价

以下是 Keap 在 2026 年的成本：

计划	价格	最适合
基普	每月 299 美元（按年计费）	Small businesses that want CRM, marketing, and sales automation in one system

免费试用： 是的——14天，无需信用卡。

退款保证： No standard guarantee. Cancel before renewal instead.

💰 性价比最高： There’s one plan, and it includes everything. Costs scale with contacts and users as you grow.

Keap 与其他方案的比较

Keap 与其他产品相比如何？以下是竞争格局：

工具	最适合	价格	等级
基普	All-in-one small business automation	每月 299 美元	⭐ 4.2
GoHighLevel	Agencies and white-label	每月97美元	⭐ 4.5
HubSpot	免费CRM系统，助您轻松入门	每月15美元	⭐ 4.4
ActiveCampaign	Email automation depth	每月15美元	⭐ 4.5
管道驱动	简单的销售流程	每月14美元	⭐ 4.5
ClickFunnels	销售漏斗	每月97美元	⭐ 4.6
星期一客户关系管理	Visual team workflows	每月 12 美元	⭐ 4.6
Salesforce	企业级	每月 25 美元	⭐ 4.4

快速精选：

• 综合最佳： Keap — CRM, email, texts, and automation in one system
• 最佳预算： Pipedrive — clean pipelines from $14/mo
• 最适合初学者： HubSpot — free CRM tier to learn on
• 最适合代理机构： GoHighLevel——为客户提供全方位白标服务

🎯 Keap 的替代方案

正在寻找 Keap 的替代方案？以下是一些最佳选择：

• 🚀 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.
• 👶 民间： Lightweight, modern CRM for founders who find big tools heavy.
• 🔥 即刻： Cold email outreach at scale with warm-up built in.
• 🔧 ClickUp： Project management with CRM templates for ops-minded teams.
• 📊 星期一客户关系管理： Visual boards and automations your whole team will actually use.
• 💼 胶囊型客户关系管理： Simple contact management with a generous free plan.
• 🎯 洞察： 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.

完整列表请参见我们的 Keap的替代方案 指导。

⚔️ Keap 对比

以下是Keap与各竞争对手的对比情况：

• 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.

立即开始使用 Keap

你已经学会了如何使用 Keap 的所有主要功能：

• ✅ 自动化构建器
• ✅ 客户关系管理
• ✅ 电子邮件和短信
• ✅ 着陆页
• ✅ 销售渠道
• ✅ 线索管理与跟踪
• ✅ Keap AI
• ✅ 电子邮件营销
• ✅ 管道管理

下一步： 选择一项功能，立即试用。

Most people start with the Automation Builder.

只需不到5分钟。

常见问题解答

Keap容易使用吗？

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.

Keap是做什么用的？

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.

还有什么比Keap更好？

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.

如何在Keap中创建产品？

Open settings, then Products. Click Add Product, enter the name, price, and description, then save. Attach products to invoices, orders, and checkout forms.

Keap以前叫什么名字？

Keap was called Infusionsoft. The company rebranded to Keap in 2019, and the legacy Infusionsoft product became Keap Max Classic.