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Audience

Small businesses that need an all-in-one CRM and sales and marketing platform

About Keap

Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).

Pricing

Starting Price:
$40 per month
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews - 12 User Reviews

Overall 4.4 / 5
ease 4.0 / 5
features 4.8 / 5
design 4.2 / 5
support 4.5 / 5

Company Information

Keap
Founded: 2001
United States
keap.com

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Product Details

Platforms Supported
SaaS
iPhone
iPad
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online

Keap Frequently Asked Questions

Q: What kinds of users and organization types does Keap work with?
Q: What languages does Keap support in their product?
Q: What kind of support options does Keap offer?
Q: What other applications or services does Keap integrate with?
Q: Does Keap have a mobile app?
Q: What type of training does Keap provide?
Q: Does Keap offer a free trial?
Q: How much does Keap cost?

Keap Product Features

Appointment Scheduling

Appointment Reminders
Calendar Sync
Client Database
Mobile Access
Multi-Location
Online Booking
Online Payments
Automated Scheduling
Group Scheduling
Recurring Appointments
Room Booking Management

Billing and Invoicing

Contact Database
Customizable Invoices
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Billing Portal
Contingency Billing
Customer Portal
Dunning Management
Hourly Billing
Invoice History
Service Ticket Billing
Tax Calculator

CRM

Calendar/Reminder System
Email Marketing
Mobile Access
Segmentation
Task Management
Territory Management
Call Logging
Document Storage
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Quotes / Proposals
Social Media Integration

Campaign Management

Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign
Channel Management

Contact Management

Contact Database
Contact Import/Export
Interaction Tracking
Lead Management
Sales Pipeline Management
Segmentation
Shared Contacts
Activity Management
Appointment Management
Contact History
Customer Pipeline
Email Marketing
Group Management
Prospecting Tools
Search / Filter
Social Media Integration

Customer Communications Management

Batch Communications
Content Management
Email Distribution
On-Demand Communications
Personalization
Template Management
Chat / Messaging
Interactive Content
Multi-Channel Communications
Print Management
Video Content

Email Marketing

A/B Testing
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Artificial Intelligence

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Nurturing
Lead Segmentation
Pipeline Management
Lead Distribution
Lead Scoring
Prospecting Tools
Source Tracking

Lead Nurturing

A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management
Lead Scoring

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking
Artificial Intelligence

Quoting

Catalog Management
Contact Management
Customizable Branding
Discount Management
Pricing Management
Automated Quoting
Client Portal
Customer Accounts
Forms Creation
Product Configurator
Proposal Management

eCommerce Marketing

AB Testing
Analytics / ROI Tracking
Email Marketing
Dynamic Content
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking
Email Personalization
Product Recommendations
Triggered Emails
Customer Data Profiles
Abandoned Cart Email
Signup Forms & Popups
SMS Marketing
Push Notifications
Retargeting
Facebook Ads
Google Ads

Keap Additional Categories

  • Sachin D.
    Sales and Marketing Manager
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Effective and easy to use platform"

    Edited 2022-11-03

    Pros: Keap is a very updated platform and has a very simple and easy-to-navigate interface. It automatically identifies possible leads and showcases them in an organized manner. Its automation features like follow-up mode directly connect with leads. It has wide customization options for email designing and campaign modification. Also, the emails bounce rate is very low.

    Cons: The campaign reporting has a low amount of data to examine. No other con.

    Overall: I really loved how Keap automates the lead follow-up process. It merges all our marketing campaigns, sales lead generation and customer relationship management in one place. Its additional CRM feature gives us the power to communicate with generated leads without having additional programs. Overall, I highly suggest Keap if you want to generate high-quality leads and manage customer relations on the same platform.

    Read More...
  • A Keap User
    Director of Coworking
    Used the software for: 2+ Years
    Frequency of Use: Weekly
    User Role: Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Excellent Communication Tool"

    Posted 2021-09-27

    Pros: I love how I can tag my contacts for different "groups" for my email campaigns. This really allows me to personalize the information for each attribute.

    Cons: I do not like how expensive this program costs. There are other less expensive ones that allow me to do the same thing.

    Overall: This was good for quite a long time to manage all my contacts and mailing campaigns to my customers. Once I found something less expensive, I switched.

    Read More...
  • Gary D.
    Owner
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Confusing Software"

    Posted 2021-09-19

    Pros: Build funnels to sell your products and services. More advanced marketing features that will help you sell online.

    Cons: Too confusing to use. Will take up a lot of your time to work with this software. For advanced marketing tech builders.

    Overall: There are a lot of features you want to use. Problem is it's too confusing to use this software. Design could be a lot better.

    Read More...
  • Steven K.
    Serve Pastor
    Used the software for: Less than 6 months
    Frequency of Use: Monthly
    User Role: User, Administrator, Deployment
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Infusionsoft rocks!"

    Posted 2021-04-03

    Pros: We love infusionsoft! It works great. Having our sales and marketing processes in the same system is a huge win!

    Cons: The only downside to infusionsoft is the price. Pretty expensive for startups.

    Overall: Overall, I highly recommend infusionsoft, It has been a great tool for our team! Love having the sales and marketing stuff all in the same area!

    Read More...
  • Rebecca K.
    Master instructor
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1,000 - 4,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Infusionsoft does high caliber web monitoring "

    Posted 2021-03-31

    Pros: The databases that we can add to the Infusionsoft platform can have different extensions, but generally the size of these is quite large, and the platform does not show any problems when importing them, which shows that it is optimized enough to deal with a lot of data.

    Cons: Automating the creation of marketing documents within Infusionsoft may not be the most appropriate due to the problems the platform has in mobilizing or managing files in general. In terms of price, Infusionsoft turns out to be one of the most expensive marketing automation services (up to $99 per month depending on the plan).

    Overall: Its API makes it easy for us to integrate Infusionsoft with standardized services for financial management, so that we get to cover the entirety of our business operations by being able to deal with the marketing stages of each campaign and with the results collection stages. In other words, we will continue to use Infusionsoft because it is so good quality.

    Read More...
  • Michael W.
    Technical Support Manager
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Infusionsoft provides email marketing for small businesses"

    Posted 2021-03-30

    Pros: This application provides management and access to customer database and timely tracking of customer updates. It serves financial functions such as payment and customer management. Apart from having a state-of-the-art automated system, Infusionsoft allows you to manage shopping pages and coupon codes.

    Cons: Apart from not having a system for storing documents and other files, the application does not provide interaction with work groups through internal chats. It leaves out influence tracking and overhead tracking functions. Likewise, it does not operate to keep track of time or life cycle of consumers in our database.

    Overall: The platform has provided us with excellent sales and promotion management tools such as website tracking and social media lead tools. In addition, functions that make up the marketing add-ons. Although its shortcomings in its internal operation as communications with partners can be a limitation.

    Read More...
  • Jason K.
    Social Media Manager
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Infusionsoft has everything you need to manage your business"

    Posted 2021-03-20

    Pros: With Infusionsoft's internal tagging system it is plausible to create and attach tags to our business operations, so that they are easier to identify within task lists when working with several transactions at the same time. Creating a professional profile through Infusionsoft takes very little time.

    Cons: Once a professional account has been created on the Infusionsoft platform it is difficult to manage other users' accounts, having to go through authentication processes every time you go to log in. A login system should be implemented for multiple accounts in the same company.

    Overall: Infusionsoft maintains many features that other business services do not have or have left out, updating rather than eliminating them once they are discarded in current branding methodologies, which is why we find it so useful and so timeless. It's a good basis for aligning a business with PCI or GDPR policies.

    Read More...
  • Mileydi L.
    Professional in Corporate
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Very useful for my local business. I would certainly suggest to anyone who is in doubt"

    Posted 2021-01-12

    Pros: I like that everything is automated, and once configured, I don't need to do anything. In fact, it works well to do my lead tracking, as well as generate even more leads. It looks perfect, and it also looks like my people like it. Particularly our follow-up project. In fact, we have had very positive responses.

    Cons: There is a learning outline to this. I'm happy to have training. It can be a little challenging when you start, but it improves as you use it. I would recommend using some form of training on it. There is a lot of work before you start, once everything is set up, it’s fantastic.

    Overall: I feel that any individual who is in need of his resources must experiment. I suggest using the training provided. However, any type of small / medium sized business must have this program. It's the best there is, try it. It is generating many more leads in the installation. I feel that we are getting a better individual experience with this. I am also using it for staff training. I have a campaign where new people go through different video clips right from the start. It has been helpful.

    Read More...
  • A Keap User
    Senior Technical Support
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Multi-Functional CRM "

    Posted 2020-08-27

    Pros: (+) Its the best multi-benefit CRM tool.
    (+) Its analytics and reporting are on point details.
    (+) Marketing campaigns are easily managed by Keap.
    (+) Keap CRM helps to boost sales.

    Cons: (-) We had an overall positive experience with it. No cons.

    Overall: Keap is the best multi-functional tool that allows us to manage sales, marketing and campaigns. The functionality it offers is more than any other CRM tool. Overall we had a positive experience with it.

    Read More...
  • Mohit V.
    Operation manager
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Email Marketing and CRM on single platform"

    Posted 2020-07-02

    Pros: Infusionsoft helps to combine CRM and marketing into one platform. It gives many marketing customizations, landing page builder, personalized emails. It makes email marketing automated.

    Cons: I enjoyed using happy with Infusionsoft features and services.

    Overall: Now Email marketing and Customer Relationship Management is easy to execute in a business. Infusionsoft comes with integrated email marketing and CRM makes a solid choice for me. It helps me to combine multi features on a single platform.

    Read More...
  • A Keap User
    CEO
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Works well"

    Posted 2020-05-12

    Pros: Powerful all in one tool that can be used for just about any business to implement online sales and email marketing.

    Cons: It's a little difficult to set up without knowing how to use it.

    Overall: Overall it's a good tool and has a lot of great features that work very well and can automate a lot.

    Read More...
  • Chet N.
    CEO
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great tool"

    Posted 2020-04-26

    Pros: They've developed this into a great all inclusive tool that any business can use and has everything.

    Cons: It's a very pricey platform especially if you have a lot of contacts.

    Overall: Overall it's a great option to use for any business wanting to automate and nurture their leads online.

    Read More...