【Tutorial】How to Use keap
- 2024.10.06
- マーケティング
keap is a customer relationship management and automation platform for small and medium-sized businesses.
In this article, we will show you how to get started and use keap.
HirokiKitaoka(@kitaokahiro)
How to use keap
Create account
Access the official keap website.
Click on “Try free”.
Enter the information required for account registration.
Enter “mail address”.
Click on “Next”.
Enter “name” and “phone number” and “password”.
Click on “Start my free trial”.
Select the appropriate information.
Go to the keap dashboard.
Upgrade
Upgrade your plan.
Click on “Buy now”.
Click on “Go to payment” under Pro PLAN.
Enter payment information.
| Business name | Enter name |
| Address | Enter Billing address |
| City | Enter city |
| State | Enter state |
| Country | Select your country |
| Zip code | Enter Postal code |
| Card Number | Enter Card number |
| Expiration date | Enter Expiration date |
| CVV | Enter Security code |
Click on “Agree and pay now”.
You are now ready to upgrade.
Login
Access the official keap website.
Click on “Log in” in the upper right corner.
Enter your “Email Address” and “Password.
Click on “Log in”.
Once you are able to log in to keap, you will be taken to the dashboard.
You are now logged into keap.
keap
keap is a customer relationship management and automation platform for small and medium-sized businesses.
It provides a comprehensive solution for business owners and entrepreneurs to improve sales and marketing efficiency and increase revenue.
keap provides automation for small businesses.
It automates operations and creates workflows to reduce duplication and manual workloads and improve the efficiency of business processes.
keap supports customer relationship management.
By organizing customer lists and managing the sales process, you can track customer relationships and maximize business results.
keap offers marketing automation capabilities.
It helps you develop effective marketing strategies and customer engagement through automated follow-up with leads (prospects) and management of marketing campaigns.
Sales automation is another strength of keap.
By automating the sales process, keap helps increase sales by streamlining the creation of quotes and invoices, scheduling appointments, and more.
keap offers a comprehensive set of tools to help you grow your business.
Support and coaching services are also available to help business owners stay supported on the road to success.
keap features are summarized as follows
| Ignite | Grow | Scale | |
| Monthly | $299 | $399 | $599 |
| Annual | $2,988 | $3,948 | $5,988 |
| user | 2 | 3 | 5 |
| contact | 1500 | 2500 | 5000 |
| automation | 5 | 10 | 15 |
keap prices
The following is a summary of keap prices
| Monthly | Annual | |
| Ignite | $299 | $2,988 |
| Grow | $399 | $3,948 |
| Scale | $599 | $5,988 |
Ignite
| Monthly | $299 |
| Annual | $2,988 |
Ignite plan is designed for small teams.
This plan includes 2 users and 1,500 contacts.
Five proven automations are available and unlimited custom automations can be set up.
Basic setup and migration services are also provided to help you get up and running quickly.
Grow
| Monthly | $399 |
| Annual | $3,948 |
Grow plan is ideal for growing teams and includes 3 users, 2,500 contacts, 10 proven automations, and unlimited custom automations.
You also get more transition time and support to help you grow your business.
Scale
| Monthly | $599 |
| Annual | $5,988 |
Scale plan is for large teams.
This plan includes 5 users and 5,000 contacts with 15 proven automations and unlimited custom automations.
It provides extensive transition time and comprehensive support to help you streamline and scale complex business processes.
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