Getting Started

Learn how to navigate Keap

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Getting Started
The Getting Started page is a dedicated resource to guide you on how to setup your application. Keap has created a video library and a checklist for ideas on how to get the most out of your application. This page is great for brand new users as we...
Pro - Getting Started
Overview of Pro   New to Keap or looking to do something new? Check out our webinar series here . Set up your profiles Set up your Business Profile Set up your User Profile Add your leads and clients In...
Lite - Getting Started
Getting Started in Keap Grow
Onboarding checklists
Our onboarding checklists help new Keap customers choose what is most important to their business and provides a list of tasks to get started. You can access all the checklists from the Getting Started  section of your app. Depending on the an...
Grant access to Keap Support
In order for a Keap employee to access your Keap application for troubleshooting, they will request permission to access the application from the user they are assisting via email.
Keap Product Family Feature Comparison
Features Lite Pro Max Max  Classic  Organize Leads Contact Management ✓ ✓ ✓ ✓ B2B Management ✓ ✓ ✓ ✓ Opportunity Records ✓ Contact Segmentation (tags) ✓ ✓ ✓ ✓ Saved searches/Filte...
Keap welcome videos
Learn how to get the most out of Keap with these introductions to features like Appointments, Broadcasts, Invoices and Quotes, Pipeline, and more.
Embed Keap on your website
You can embed different features of Keap directly on your website.  Embed a public form Embed your public form onto your website to make it easier to capture new leads directly into your CRM. Open the menu and click Settings .   ...
Keap Max
Keap Max combines the ease-of-use and interface of Keap with many of the powerful features and benefits of Infusionsoft by Keap. Max includes all features and functionality of Pro, such as Appointments, our Keap Business Line, and mobile app, plus...
Security questions
Keap requires a security question for each user which is set when creating a new account. If you have not logged in since we implemented this requirement, you will be prompted to create a security question after you enter your email and password. ...
Sign in to Keap
Pro tip!  As you work in Keap, close tabs as you finish with them to avoid being timed out of your application. Create your Keap ID If  you have been invited to a Keap account, you will receive an  email with a link to the Kea...
System Requirements
Supported browser for using your Keap application Keap is a web-based application. You don’t need to download or install software on your computer to access Keap. Since you’ll be using a web browser, let’s review the options tha...