Keap CRM setup that automates your sales follow-up
We configure Keap around your sales process, build the automations that keep leads moving, and train your team to run it — so nothing falls through the cracks.
What a proper Keap setup delivers
- ✓ Every lead followed up automatically
- ✓ Appointments booked without back-and-forth
- ✓ Invoices and payments handled inside the CRM
- ✓ Your team trained and confident using it
Who Keap is built for
Keap works best for service-based small businesses that need CRM, automation, and invoicing in one place without enterprise complexity.
Why most Keap setups stall
Keap is powerful, but the setup curve is steep. Most businesses get halfway through and stop.
Campaigns are confusing to build
Keap's visual campaign builder is flexible but overwhelming without a clear plan for what to automate first.
Tags and custom fields become a mess
Without a structure, you end up with hundreds of tags that no one understands six months later.
Payment and invoicing setup is half-done
Quotes, invoices, and Stripe get connected but never fully tested with real transactions.
The team gives up and goes back to email
Too many features, no training, and no simplified workflow means the CRM gets abandoned.
What's included in a GrowthZor Keap setup
We build the system you'll actually use, not every feature Keap offers.
Account & pipeline configuration
Custom fields, tags, deal stages, and user roles structured around your real sales process.
Data migration
Contacts, notes, and history brought over from your old CRM or spreadsheets without duplicates.
Campaign automation
Follow-up sequences, appointment reminders, and nurture campaigns built on Keap's visual campaign builder.
Invoicing & payments
Quotes, invoices, and Stripe or PayPal connected so you can bill and collect inside the CRM.
Integrations
Your website, calendar, Zapier, and other tools connected and tested end to end.
Team training
A hands-on walkthrough plus a simplified daily workflow guide so your team runs it without us.
Why service businesses choose Keap
It's not the flashiest CRM. But for small, service-based teams, it does the right things in one place.
CRM + automation + invoicing in one tool
No stitching together three different platforms. Contacts, follow-up, and billing live together.
Visual campaign builder
Drag-and-drop automation sequences that are easier to understand than code-based triggers.
Built-in appointment scheduling
Leads book themselves directly into your calendar without needing a separate tool.
Designed for small teams
Not enterprise software scaled down. Built from the ground up for businesses with 2–15 people.
How the project runs
Most Keap setups take three to four weeks from kickoff to a working, adopted system.
Discovery & architecture
We map your sales process and design the pipeline, tags, and field structure around it.
Migration & campaign building
Data migrated, automations built, invoicing configured, and integrations connected.
Testing, training & launch
Everything tested end to end, team trained, and the system goes live.
Optimization
We review what's working, adjust campaigns based on real results, and refine the workflow.
Common questions about Keap setup
Is it still called Infusionsoft?
Keap rebranded from Infusionsoft a few years ago. The platform is the same core product with a simplified interface. If you're on the legacy Infusionsoft, we can help with that too.
Can you migrate my data from another CRM?
Yes. We regularly migrate from HubSpot, ActiveCampaign, Mailchimp, and spreadsheets. Contacts, tags, notes, and deal history come across cleanly.
I already have Keap but it's not set up properly. Can you fix it?
Yes. We audit your current setup, clean up the tags and fields, fix broken campaigns, and get it working the way it should.
Is Keap the right CRM for my business?
If you're a service business with a small team, Keap is usually a strong fit. If you need something more agency-focused, GoHighLevel might be better. If email automation is your priority, ActiveCampaign might win. We'll help you decide on a short call.
How much does Keap implementation cost?
Most Keap setups run $1,200 to $2,500 depending on data migration complexity, number of campaigns, and integrations. We'll give you a clear number before any work starts.
Do you work with businesses outside the US?
Yes. We work with clients across the US, UK, Canada, and Australia.
Let's get your Keap CRM working
Tell us about your business and what you need Keap to do. We'll follow up to arrange a short call and give you an honest recommendation.
- ✓ No obligation, no pressure
- ✓ Honest platform recommendation
- ✓ Reply within one business day
- ✓ Serving USA, UK, Canada, and Australia
Send us a message
Tell us about your situation and we'll follow up.