Keap partner · CRM implementation · lifecycle automation
A Keap partner that turns follow-up into a controlled customer lifecycle.
b10 is a Keap CRM partner and CRM consultancy. We design, implement, migrate, integrate, repair and manage Keap across lead capture, CRM, marketing, sales, appointments, invoicing, payments and customer growth—so automation carries the process without losing human control.
CRM + automation
Customer data connected to action
End-to-end lifecycle
Capture · nurture · sell · retain
Migration and repair
Keap · monday · HubSpot · other CRMs
Managed after launch
Data · delivery · adoption · optimisation
b10 is a Keap CRM partner
What does a Keap CRM partner do?
A Keap partner helps a business design, configure and operate Keap as a connected CRM, sales and marketing automation system.
The work can cover contact and company records, lead capture, segmentation, pipelines, appointments, email, automation, quotes, invoices, payment workflows, reporting, integrations, data migration, user onboarding and continued improvement.
b10 starts with the commercial process. Keap can automate an extensive customer lifecycle, but it cannot decide the right ICP, qualification, offer, stages, consent rules, handoffs or ownership on its own. Those decisions determine whether automation improves the experience or simply scales confusion.
The work can cover contact and company records, lead capture, segmentation, pipelines, appointments, email, automation, quotes, invoices, payment workflows, reporting, integrations, data migration, user onboarding and continued improvement.
b10 starts with the commercial process. Keap can automate an extensive customer lifecycle, but it cannot decide the right ICP, qualification, offer, stages, consent rules, handoffs or ownership on its own. Those decisions determine whether automation improves the experience or simply scales confusion.
Choose your starting point
One platform.
Five implementation routes.
Select the route closest to the current problem. Each begins with enough diagnosis to distinguish a software issue from a process, data, automation or adoption issue.
New Keap CRM implementation
Keap CRM setup.
Replace fragmented spreadsheets, inboxes and disconnected tools with a structured customer lifecycle.
CRM Migration
Move to Keap.
Migrate customer, pipeline and campaign data without reproducing the old system’s clutter and weak rules.
Audit and repair Keap CRM
Fix an existing Keap.
Resolve failing automations, unreliable data, weak deliverability, unclear campaigns, low adoption or poor reporting.
Automation and integration
Connect the lifecycle.
Design campaign logic and connect Keap to forms, calendars, finance, delivery and the wider commercial stack.
Managed support
Managed keap CRM support.
Keep data, campaigns, integrations, reports and user behaviour aligned as the business changes.
The Keap lifecycle system
One customer record should move the next action.
Keap is strongest when CRM data does more than sit in a database. A form submission, appointment, purchase, missed action or customer milestone can move the lifecycle—provided the rules, data and ownership are explicit.
b10 designs the journey as a connected operating system from first signal to repeat value.
b10 designs the journey as a connected operating system from first signal to repeat value.
01
Capture.
Forms · landing pages · source · consent
02
Organise.
Contact · company · tags · owner · context
03
Qualify.
Fit · need · timing · value · next action
04
Nurture.
Email · sequence · behaviour · re-engagement
05
Sell.
Pipeline · appointment · quote · decision
06
Manage.
Handoff · payment · retention · referral
Keap CRM implementation services
More than importing contacts and switching on templates.
Keap contains serious automation capability. That increases the need for deliberate architecture: poor rules can contact the wrong person, create duplicate work, damage deliverability or hide a broken handoff at scale.
b10 combines platform configuration with commercial-process design, data architecture, integration, testing, adoption and ongoing governance.
b10 combines platform configuration with commercial-process design, data architecture, integration, testing, adoption and ongoing governance.
01
Platform fit and discovery.
Clarify the customer journey, offers, users, volumes, channels, data, integrations, reporting and whether Keap is the right fit.
02
CRM and data design.
Structure people, companies, custom fields, tags, segmentation, ownership, permissions and duplicate controls around real decisions.
03
Pipeline and sales process.
Define qualification, opportunities, stages, entry and exit criteria, activities, appointments, quotes, next actions and loss reasons.
04
Lifecycle automation.
Build campaigns for capture, response, nurture, booking, sales follow-up, onboarding, billing, retention, reviews and referrals.
05
Email and deliverability.
Set segmentation, consent, sender authentication, suppression, frequency, templates and monitoring before automated volume increases.
06
Migration and campaign rebuild.
Clean and map records, history, tags, custom fields and active journeys, then rebuild only the automation that still serves the process.
07
Integration and reporting.
Connect demand, calendar, finance, payments, delivery and insight while defining failure handling and trusted performance measures.
08
Onboarding and managed support.
Test real scenarios, train by role, document ownership and continue administration, monitoring and optimisation after launch.
The lifecycle automation contract
Every automated action needs a rule, an owner and an escape route.
A template can accelerate the build. It cannot validate the commercial logic. b10 defines the operating contract behind every material Keap automation before it is released.
Automation is a delegated decision.
When Keap sends, tags, assigns, moves, invoices or alerts automatically, the business is delegating a decision to the system. The boundaries must be as clear as they would be for a person.
01 · Qualifying event.
What verified event, status change or time condition starts the workflow?
03 · Permitted action.
What may Keap send, create, update, assign, charge or trigger?
05 · CRM write-back.
Which field, tag, stage, note, task or outcome becomes the trusted record?
07 · Accountable owner.
Who monitors performance, resolves exceptions and approves future change?
02 · Eligible contact.
Who may enter, which consent, segment, customer or risk conditions exclude them?
04 · Timing and sequence.
When should the action happen, repeat, pause or stop?
06 · Human exception.
Which reply, value, complaint, failure or ambiguity requires review or approval?
08 · Performance measure.
Which commercial or operational result proves the automation is useful?
Automation cannot repair a weak commercial system. A vague ICP, poor lead source, unclear offer, weak qualification, unsuitable messaging, inconsistent stages, missing handoff or unreliable data will move faster when automated—not become correct.
Keap CRM use cases
Built for owner-led businesses that need the lifecycle to run consistently.
Keap is positioned for small businesses that want CRM, sales and marketing automation in one system. It is particularly relevant when revenue depends on prompt follow-up and repeatable journeys rather than a large sales administration team.
01
Consultancies and advisers.
Connect enquiry, qualification, discovery, proposal, onboarding, billing, review and referral around the client record.
02
Coaches and training businesses.
Automate lead magnets, events, booking, programme enrolment, payment reminders and continued engagement.
03
Agencies and creative services.
Move prospects from campaigns and consultations into scoped work, onboarding and structured account follow-up.
04
Home and field services.
Respond to enquiries, book appointments, issue quotes, trigger reminders and request reviews or referrals after work.
05
Membership and recurring services.
Coordinate acquisition, checkout, recurring payments, onboarding, engagement, renewal and failed-payment recovery.
06
Founder-led sales.
Move customer knowledge and follow-up out of the founder’s memory into workflows that others can see and operate.
Keap CRM migration
Move the customer history. Rebuild the lifecycle deliberately.
A Keap migration is not only a database move. Tags, custom fields, forms, campaigns, email status, payments and active customer journeys can influence what must be preserved, rebuilt or retired.
b10 scopes the required history and operational cutover before data is moved. An active automation should never discover the migration before the project team does.
b10 scopes the required history and operational cutover before data is moved. An active automation should never discover the migration before the project team does.
Spreadsheets
HubSpot
Salesforce
Pipedrive
Monday CRM
Zoho
Other CRMs
01
Inventory.
Identify contacts, companies, opportunities, notes, tasks, tags, fields, forms, campaigns, products, payments and integrations.
02
Control activity.
Map live campaigns, scheduled messages, billing events and customer journeys that must not trigger incorrectly.
03
Clean.
Resolve duplicates, invalid addresses, obsolete tags, inconsistent values and records that should not enter the new system.
04
Design.
Confirm the target record, segmentation, pipeline, permission, consent, lifecycle and reporting architecture.
05
Map and test.
Validate sample records, relationships, statuses, tags, history, workflows, reports and user access.
06
Cut over.
Sequence the final import, freeze or reconcile source changes, activate journeys and manage exceptions.
07
Stabilise.
Monitor data, email, automation, payments, user behaviour and customer impact before normalising the new system.
Rethink Commercial.
Build the efficient sales system your business deserves.
Trusted by Forward-Thinking Companies and Partners
Keap integrations and automation
Connect the operating journey—not a wall of app logos.
Keap presents a wide integration ecosystem and supports native connections, Zapier, APIs and webhooks. The right method depends on depth, control, maintainability, security and cost.
Every connection should define record ownership, trigger, mapping, duplicate rules, failure handling, retry behaviour, exception owner and monitoring.
Every connection should define record ownership, trigger, mapping, duplicate rules, failure handling, retry behaviour, exception owner and monitoring.
01 · Native
Native and marketplace apps.
Use maintained connections where they meet the data and workflow requirement with lower operational overhead.
email · calendar · accounting · payments · ecommerce · lead capture
02 · Orchestrated
Make or Zapier orchestration.
Coordinate multi-step work across Keap, websites, documents, finance, project delivery, support and reporting.
outing · transformations · conditional logic · cross-system handoffs · orchestration
03 · Custom
API and webhooks.
Build controlled custom connections when standard integrations cannot support the required objects, logic or volume.
product systems · custom portals · governed data exchange · specialist workflows
Keap AI and automation assistance
Use AI to accelerate the build—not to bypass judgment.
Keap currently presents AI assistance for content and automation creation. That can reduce the time required to produce a starting campaign, but the business remains responsible for the data, audience, promise, timing, consent and outcome.
b10 validates AI-generated or template-led workflows against the lifecycle automation contract before activation.
b10 validates AI-generated or template-led workflows against the lifecycle automation contract before activation.
01
Audience control.
Confirm who may receive the communication and which status, consent, customer or risk rules suppress it.
02
Message control.
Review accuracy, positioning, claims, tone, relevance, frequency and whether the message matches the real customer state.
03
Action control.
Define which tags, stages, tasks, records, notifications or payment actions AI-supported automation may change.
04
Performance control.
Measure conversion, replies, bookings, revenue, complaints, unsubscribes, exceptions and downstream customer outcomes.
Keap platform fit
Powerful for the right lifecycle.
Excessive for the wrong one.
Keap is not automatically the right CRM because a business is small. Its value rises when the organisation will use the joined CRM, automation, communication and transaction capabilities.
Keap may fit when you need.
CRM and lifecycle automation in one primary system
Fast, consistent response and long-term follow-up
Forms, email, appointments, pipeline and transactions connected
Repeatable journeys across lead, sale and customer growth
A platform that reduces several disconnected tools
Reconsider or test carefully when you need.
A lightweight contact list with minimal automation
Deep enterprise hierarchy, security or territory complexity
Complex product-led, ecommerce or account-based architecture
A tool expected to compensate for an undefined commercial process
Very low software and administration cost above all else
Keap CRM comparison
Choose by operating model—not the longest feature list.
This is directional platform-fit guidance, not a substitute for requirements and commercial-system analysis.
| Keap | HubSpot | Pipedrive | Capsule | |
|---|---|---|---|---|
| Core emphasis | CRM + lifecycle automation | Multi-hub customer platform | Sales pipeline execution | Simple relationship CRM |
| Natural buyer | Owner-led service business | Scaling cross-functional team | Sales-led team | Relationship-led small business |
| Automation depth | Strong cross-lifecycle | Broad; tier-dependent | Sales workflow focused | Proportionate; extensible |
| Transactions | Quotes, invoices, payments | Depends on hubs and stack | Usually external | Usually external |
| Implementation risk | Automation and campaign debt | Complexity and total cost | Wider lifecycle gaps | Outgrowing simplicity |
Keap audit and recovery
Repair the lifecycle before replacing the platform.
An underperforming Keap account may contain valuable automation and customer history. The correct first step is to distinguish what should be retained, simplified, rebuilt, integrated or retired.
01
Process and pipeline.
Review qualification, stages, ownership, next actions, appointments, quotes, sale, onboarding, billing and post-sale handoff.
02
Data and segmentation.
Assess duplicates, fields, tags, saved segments, consent, source, ownership, company relationships and record completeness.
03
Campaigns and deliverability.
Trace entry rules, sequences, goals, suppression, sender setup, dead paths, overlaps and unintended customer communication.
04
Integrations and reporting.
Test data flow, retries, failures, payments, reconciliation, attribution, performance measures and user workarounds.
the b10 ACE implementation framework
From Keap decision to continuous commercial improvement.
ACE is b10’s end-to-end commercial transformation implementation framework. It prevents CRM configuration, automation templates or AI assistance from being mistaken for transformation.
01
Diagnose.
Assess process, data, systems, leakage, risk and adoption.
02
Design.
Define lifecycle, records, rules, ownership and architecture.
03
Build.
Configure Keap, pipelines, campaigns, forms and reporting.
04
Connect.
Integrate website, calendar, finance, delivery and insight.
05
Automate.
Apply workflows and AI with controls and exceptions.
06
Manage.
Migrate, test, train, launch, monitor and govern.
07
Optimise.
Use customer and performance signals to improve.
Discuss Keap
Tell us what the lifecycle needs to do.
New implementation, migration, account repair, campaign rebuild, integration or ongoing support—start with the commercial requirement.
01
We review your requirement.
Current process, account, data, users, campaigns, systems, constraints and intended outcome.
02
We confirm fit and next step.
Discovery, audit, implementation scope or wider CTI diagnosis where the constraint is unclear.
03
You receive a defined route.
Scope, phases, responsibilities, dependencies and commercial terms before work begins.
Keap FAQs
Questions buyers ask before implementation.
Direct answers on fit, implementation, migration, automation, integrations, AI, support and cost.
What does Keap implementation include?
Scope can include discovery, lifecycle design, contacts, companies, tags, custom fields, segmentation, pipelines, appointments, forms, landing pages, email, campaigns, quotes, invoices, payments, reporting, integrations, migration, testing, onboarding, training and governance.
Who is Keap best suited to?
Keap is commonly suited to owner-led and growing small businesses that want CRM, sales and marketing automation connected across a repeatable customer lifecycle. Platform fit still depends on workflow complexity, geography, channels, data, integrations, permissions and total cost.
Is Keap the same as Infusionsoft?
Keap is the current brand of the company and product family historically associated with Infusionsoft. Legacy accounts and terminology can still appear, so migration or optimisation should begin by confirming the exact product edition, account architecture and live campaigns.
Is Keap still available after the Thryv acquisition?
Yes. Keap is now presented as a Thryv, Inc. brand and continues to market its CRM and business automation platform. Buyers should confirm current packaging, regional availability and roadmap details during selection.
What is Keap lifecycle automation?
Lifecycle automation uses customer data and events to coordinate actions across capture, nurture, sales, appointment booking, onboarding, billing, retention, reviews and referrals. The rules and customer experience must be designed before the automation is activated.
Does Keap include marketing automation?
Yes. Keap provides forms, landing pages, segmentation, email marketing, broadcasts and automated campaigns. The implementation must also address permission, suppression, authentication, deliverability, frequency, handoff and measurement.
Can Keap manage appointments, quotes, invoices and payments?
Keap currently presents appointment scheduling, quotes, one-time and recurring invoices, checkout forms and payment workflows. Some native payment or communication capabilities vary by geography, so UK availability and processor fit must be confirmed.
Are all Keap phone, SMS and payment features available in the UK?
No. Keap explicitly limits some business-line, text-marketing and native-payment functionality to the US or North America. UK implementations should validate every required channel and use suitable connected providers where necessary.
Can Keap integrate with Make, Zapier or custom systems?
Yes. Keap publishes native and marketplace integrations, a native Zapier route, APIs and webhooks. b10 can design the system-of-record logic, triggers, mappings, error handling, monitoring and ownership around wider connections, including Make where appropriate.
What AI features does Keap provide?
Keap currently presents AI assistance for content creation and automation building. AI can accelerate a starting workflow, but the audience, claims, timing, consent, permitted action, exception route and performance measure still require human ownership.
How does Keap compare with HubSpot, ActiveCampaign or Pipedrive?
Keap combines small-business CRM with deep lifecycle automation and transaction workflows. HubSpot provides a broader multi-hub platform, ActiveCampaign is strongly marketing-automation led, and Pipedrive is sales-pipeline led. The right choice depends on the operating model and required system depth.
How do we get started with Keap and b10?
We begin with a relationship and workflow review to ensure Capsule is configured to support how your business actually operates.
Get in touch here to arrange a date and time. You can also start a free trial with Keap here.
Rethink Commercial.
Build the efficient sales system your business deserves.
Trusted by Forward-Thinking Companies and Partners