Keap
by Keap
Integrate Your Tools. Automate Your Growth
Highlights
About This Product
Keap is a software platform designed for HVAC businesses that combines CRM, sales automation, and marketing tools to manage operations from lead generation to payment processing. The system supports invoicing, quoting, scheduling, and remote monitoring while utilizing AI for lead screening, review responses, and support functions.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Not available
- Free trial
- No
- Free tier
- No
- Public API
- No
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 5.0
Features 6.5
Support 5.0
Value 4.0
Integrations 7.0
AI Capabilities 1.5
Customer Reviews
Features
33 features confirmed across
9categories· Showing confirmed capabilities only
CRM & Sales14features
CRMSmall business CRMAI Assisted MarketingText marketingAutomated Review RequestsReview generationLead ManagementLead captureMarketing ToolsMarketing automationReady-to-Roll TemplatesProven Automation TemplatesSales AutomationSales automationWebsite Builder With ThemesLanding pages
Show 6 more
Advanced Audience SegmentationContact segmentation (tags)Funnel BuilderMarketing SegmentationGoogle Business Profile ManagementPaid And Organic Social MediaAI Lead ScreeningAI Lead Insights
AI & Automation6features
Automation RulesAutomationAI Email AssistantAI Content AssistantAI Review ResponsesAutomated ReviewsAI Automation SummaryBusiness Process AutomationAutomation HistoryAI SupportAI Content Assistant
Invoicing & Payments3features
InvoicingInvoicingPayment ProcessingPayment ProcessingAutomatic Invoice Creation from Quotes, Bookings, and Completed Jobs
Scheduling & Dispatch2features
SchedulingSchedule appointmentsOnline BookingAppointment scheduling
Customer Communication2features
Dedicated Phone NumberDedicated mobile numberVoIP Phone SystemDedicated business phone line
Reporting & Analytics2features
ReportingReportingAnalyticsCustomizable dashboard
Platform & Customization2features
Custom FieldsCustom fieldsCustom BrandingWebsite Builder
Estimating & Quoting1feature
Quoting & EstimatesQuotes
Equipment & Asset Management1feature
Remote MonitoringOnline Listing
Integrations 2 across 2 categories
CRM 1
Infusionsoft
Infusionsoft
Data & Automation 1
Zapier
Zapier
Pricing
- Model
- Quote Only
- Starting at
- Contact for pricing