Keap CRM consulting and automation services

A Keap consultant designs how Keap should run your sales and follow-up, then builds it: clean contacts and tags, lead capture, automations, a sales pipeline, appointments, payments and reporting. Sage Kite starts by mapping how a lead becomes a customer, then configures Keap to match, tests it and trains your team.

Yes. Keap requires an implementation package with new subscriptions, which can include business mapping, done-for-you automations and data import. We do not replace it. We help you decide what to ask for, build what the package does not cover, and improve the account after go-live.

Yes. Many accounts date back to Infusionsoft and carry years of unused tags, old campaigns nobody dares switch off, and a pipeline no one uses. We audit what is there, retire what is dead, rebuild the automations that matter and document how the account works.

It depends on how much data you have, how many automations need building or fixing, and whether payments and appointments are in scope. A focused cleanup is a much smaller project than a full rebuild with a migration. Your proposal sets out the milestones and dates before work starts.

Usually. We move contacts, tags and history from spreadsheets, email tools or another CRM, clean and de-duplicate them on the way in, and map them to the tags and fields your automations need. We confirm what your current system can export during discovery.

Yes. We build follow-up, nurture, appointment and onboarding sequences with Advanced Automations or Easy Automations, or Campaign Builder in older accounts. Every path is mapped first and tested with real contacts before it goes live.

Yes. Keap includes quotes, invoices and checkout forms, and takes payments through Keap Pay or a third-party processor. We set these up so that a payment can trigger the next step, such as an onboarding sequence or a task for your team.

At the time of writing, Keap sells one plan with the full platform, starting at $299 a month billed annually with two users, plus a required implementation package. The price rises with contacts and extra users, and text messaging is an add-on. Check Keap's pricing page for current figures.

Keap suits small businesses that sell through follow-up, conversations and repeat work, and want contacts, automation, appointments and payments in one place. If you mainly need email marketing, a lighter tool may do. If you sell courses, or work in real estate, a specialist platform usually fits better. Discovery is where we tell you honestly which way we would go.

No. Sage Kite is an independent consultant. Keap is a trademark of its owner, and Sage Kite is not affiliated with, endorsed by or certified by Keap or Thryv. We work on your behalf and are paid by you, not by Keap.

You own the account and can run it. Handover includes training and documentation of your tags, automations and pipeline. Where it helps, Sage Kite offers maintenance with a defined support scope, and a CRM and automation VA to keep data clean and automations running.

No. Sage Kite is a business growth consultancy. Keap is one of the platforms we implement, alongside consultancy, marketing, automation and specialist staffing. Keap runs your follow-up and sales; the broader work decides what to change and brings in the leads.