Keap

Keap

What is Keap?

Keap is an all-in-one CRM, marketing automation, and sales platform built for small businesses. It helps you capture leads, nurture prospects, close sales, and deliver a streamlined experience for your customers – all without duct-taping a dozen tools together. Whether you’re sending a simple follow-up email or designing an automated customer journey from opt-in to onboarding, Keap gives you the tools to grow your business intentionally.

Why we recommend Keap

We’ve been using Keap (formerly Infusionsoft) for over a decade – not just as certified partners, but as long-time customers ourselves. It’s the backbone of how Monkeypod has grown, and we’ve seen firsthand how powerful it can be when used thoughtfully. From the robust CRM to the visual email builder, to the campaign automation engine that makes all the magic happen – Keap gives small teams the ability to punch above their weight.

What can Keap do?

Keap lets you collect and organize contact info, track every interaction, send targeted emails, set up automated follow-ups, collect payments, and so much more. Want to tag someone when they click a link? Send a reminder if a quote goes ignored? Trigger a campaign when a payment fails? Keap makes it possible – and it makes it manageable. It’s not about doing more; it’s about delivering a better experience for your customers, at every stage of their journey – with less effort and more consistency.

Is Keap right for you?

If your business is ready to grow — and you’re tired of things falling through the cracks — Keap can help. It’s built for coaches, course creators, service providers, and anyone who wants to serve their audience better while spending less time on manual tasks. We believe in this platform because we’ve built our business with it.

Want to learn more or take it for a spin? Start a free trial or reach out to us — we’re happy to share what we’ve learned over the years.

Is my CRM data safe?

Is my CRM data safe?

Keap, Tools

Your CRM is built to keep your data safe—Keap even has its own backup systems, so it’s unlikely your contacts are just going to vanish overnight. But that doesn’t mean your data is bulletproof.

The real risks comes from human error (we’ve all been there) and misconfigured integrations.

Human Error

As much as we love automation, the reality is that if humans are involved in the business – then there will always be a risk of human error. This can be as simple as inadvertently deleting contacts, typos as we’re inputting data, or something more malicious – like a spiteful ex-employee or contractor deliberately erasing information.

Integration Issues

Integrations are a core part of most businesses. Tools like Zapier and Make are household terms, and often times provide the connections that allow different software systems to speak, and pass information back and forth.

But, along with this efficiency also comes risk – if the integration is configured improperly, or a connection breaks – the data that was being maintained can instead be corrupted. And if they’re doing a lot of volume, then it could mean a lot of mistakes.

Cameron recently sat down with Jeff Arnold to talk about how things can go wrong and, as importantly, what you can do to protect your CRM data.

If something goes sideways with your Keap data, Keap’s team can often help recover it—but it’s not always quick, and often a paid service.

That’s why Jeff created his solution, it gives business owners more control and flexibility by maintaining our own automated backups. Instead of crossing your fingers and hoping to avoid a major issue, you get daily (or more frequent) backups that let you restore lost data with the click of a button.

Jeff’s solution is CRM-backup.com, it gives a business owner more transparency and control by maintaining an independent back-up that is refreshed regularly (generally daily, sometimes more often).

These are the core benefits from their website:

Automatic Daily Backups:
At the core of this service is a reliable and automated Keap CRM backup solution designed for peace of mind.

Restore Deleted Contacts in Seconds:
If you accidentally delete a contact – you can restore, “undelete”, or recover it in just a few clicks.

Rollback Line-Item Changes Anytime:
Made a mistake? You can quickly revert to any previous version with the version history or rollback feature for easy recovery.

I like the way Jeff describes his tool when he says “You buy car insurance, life insurance, or home insurance….this is basically data insurance.”

You can learn more about how it works here:

CRM Backup Tool