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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 - 11 User Reviews

Overall 4.4 / 5
ease 4.0 / 5
features 4.7 / 5
design 4.3 / 5
support 4.5 / 5

Company Information

Keap
Founded: 2001
United States
keap.com

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Product Details

Platforms Supported
Cloud
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 Supported
Calendar Sync Supported
Client Database Supported
Mobile Access Supported
Multi-Location Supported
Online Booking Supported
Online Payments Supported
Automated Scheduling Not Supported
Group Scheduling Not Supported
Recurring Appointments Not Supported
Room Booking Management Not Supported

Billing and Invoicing

Contact Database Supported
Customizable Invoices Supported
Mobile Payments Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Supported
Billing Portal Not Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Dunning Management Not Supported
Hourly Billing Not Supported
Invoice History Not Supported
Service Ticket Billing Not Supported
Tax Calculator Not Supported

CRM

Calendar/Reminder System Supported
Email Marketing Supported
Mobile Access Supported
Segmentation Supported
Task Management Supported
Territory Management Supported
Call Logging Not Supported
Document Storage Not Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Not Supported
Quotes / Proposals Not Supported
Social Media Integration Not Supported

Campaign Management

Contact Database Supported
Email Marketing Supported
Event Triggered Actions Supported
Lead Management Supported
Multi-Campaign Supported
Channel Management Not Supported

Contact Management

Contact Database Supported
Contact Import/Export Supported
Interaction Tracking Supported
Lead Management Supported
Sales Pipeline Management Supported
Segmentation Supported
Shared Contacts Supported
Activity Management Not Supported
Appointment Management Not Supported
Contact History Not Supported
Customer Pipeline Not Supported
Email Marketing Not Supported
Group Management Not Supported
Prospecting Tools Not Supported
Search / Filter Not Supported
Social Media Integration Not Supported

Customer Communications Management

Batch Communications Supported
Content Management Supported
Email Distribution Supported
On-Demand Communications Supported
Personalization Supported
Template Management Supported
Chat / Messaging Not Supported
Interactive Content Not Supported
Multi-Channel Communications Not Supported
Print Management Not Supported
Video Content Not Supported

Email Marketing

A/B Testing Supported
Auto-Responders Supported
CAN SPAM Compliance Supported
Customer Surveys Supported
Drip Campaigns Supported
Dynamic Content Supported
Event Triggered Email Supported
Image Library Supported
Landing Pages/Web Forms Supported
Mailing List Management Supported
Mobile Optimized Emails Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported
Artificial Intelligence Not Supported

Lead Management

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Nurturing Supported
Lead Segmentation Supported
Pipeline Management Supported
Lead Distribution Not Supported
Lead Scoring Not Supported
Prospecting Tools Not Supported
Source Tracking Not Supported

Lead Nurturing

A/B Testing Supported
Campaign Management Supported
Drip Campaigns Supported
Lead Capture Supported
Lead Notifications Supported
Lead Segmentation Supported
Performance Metrics Supported
Personalization Supported
Pipeline Management Supported
Lead Scoring Not Supported

Marketing Automation

A/B Testing Supported
Analytics / ROI Tracking Supported
Content / Blogging Platform Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Supported
Landing Pages / Web Forms Supported
Lead Scoring Supported
Sales Intelligence Supported
Search Marketing Supported
Segmentation Supported
Social Marketing Supported
Website Visitor Tracking Supported
Artificial Intelligence Not Supported

Quoting

Catalog Management Supported
Contact Management Supported
Customizable Branding Supported
Discount Management Supported
Pricing Management Supported
Automated Quoting Not Supported
Client Portal Not Supported
Customer Accounts Not Supported
Forms Creation Not Supported
Product Configurator Not Supported
Proposal Management Not Supported

eCommerce Marketing

AB Testing Not Supported
Analytics / ROI Tracking Not Supported
Email Marketing Not Supported
Dynamic Content Not Supported
Search Marketing Not Supported
Segmentation Not Supported
Social Marketing Not Supported
Website Visitor Tracking Not Supported
Email Personalization Not Supported
Product Recommendations Not Supported
Triggered Emails Not Supported
Customer Data Profiles Not Supported
Abandoned Cart Email Not Supported
Signup Forms & Popups Not Supported
SMS Marketing Not Supported
Push Notifications Not Supported
Retargeting Not Supported
Facebook Ads Not Supported
Google Ads Not Supported

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...
  • 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...
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