Getting Started

Learn how to navigate Keap


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...
Keap Pro - Getting Started
Overview of Keap 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 ...
Keap Grow - 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. Get started by cho...
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
Keap Grow Keap Pro Infusionsoft Organize Leads Tags ✓ ✓ ✓ Tasks ✓ ✓ ✓ Web Forms ✓(one pre-built form) ✓ ✓ Landing Pages ✓ ✓ Internal Forms ✓ ✓ ✓ Company Records ✓ G...
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. Navigate to your forms Click Copy code ...
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...