Ratings and Reviews 11 Ratings

Total
ease
features
design
support

Ratings and Reviews 12 Ratings

Total
ease
features
design
support

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What is Keap?

Discover how Keap can streamline your operations, automate everyday responsibilities, and enhance your lead conversion. Formerly known as Infusionsoft, Keap serves as a comprehensive CRM solution tailored for small businesses. This platform enables small enterprises to perform their tasks more efficiently and intelligently. By consolidating client details and daily activities into a single location, Keap liberates you from monotonous chores. All your leads, whether recent or established, are easily accessible together. You can retrieve client information anytime, from anywhere, ensuring you never miss a beat. With streamlined scheduling and quoting features, Keap alleviates the stress associated with securing new projects. In addition, you can monitor unpaid invoices and accelerate your payment processes. Build lasting connections by referring friends and enhancing your professional network, all while enjoying the benefits of a well-organized system. The transformation it offers can significantly boost your business's productivity and growth.

What is Close?

Close stands out as the premier CRM solution for small businesses and startups eager to secure more deals in a shorter period. Your team can seamlessly engage with potential clients or existing customers through an integrated platform that offers SMS, email, and calling functionalities all in one place. This comprehensive tool operates independently, eliminating the necessity for separate sales email or calling applications. Being cloud-based and budget-friendly, Close is not only user-friendly but also comes with clear pricing structures, making it particularly suitable for small to medium-sized enterprises. Subscription plans begin at just $49 per month. The design of Close prioritizes maximizing sales efficiency for users. With a single click, you can initiate and receive calls, with every interaction automatically recorded—there's no need for manual data entry! As soon as the phone rings, relevant lead activity data appears on your screen, ensuring you always have access to essential information. Furthermore, customer support is readily available through various channels, including email, phone, an extensive FAQ section online, and a self-service knowledge base, providing users with ample resources to assist them. This combination of features makes Close an invaluable asset for any sales team.

Media

Media

Integrations Supported

AppointmentCore
Ariglad
Beam AI
Ema
Gmail
Google Calendar
Google Drive
Integrately
Integry
Kindo
LiveChat
Make
Membrane
Nango
Outdoo AI
Refold
Unifonic
Vessel
Voxloud
Workers by Delos

Integrations Supported

AppointmentCore
Ariglad
Beam AI
Ema
Gmail
Google Calendar
Google Drive
Integrately
Integry
Kindo
LiveChat
Make
Membrane
Nango
Outdoo AI
Refold
Unifonic
Vessel
Voxloud
Workers by Delos

API Availability

API Availability

Has API

Pricing Information

$40 per month
Free Trial Offered?

Pricing Information

$19/month
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Keap

Date Founded

2001

Company Location

United States

Company Website

keap.com

Company Facts

Organization Name

Close

Date Founded

2013

Company Location

United States

Company Website

close.com

Categories and Features

Appointment Scheduling

Appointment Reminders
Calendar Sync
Client Database
Mobile Access
Multi-Location
Online Booking
Online Payments

Billing and Invoicing

Contact Database
Customizable Invoices
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing

Campaign Management

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

Contact Management

Contact Database
Contact Import/Export
Interaction Tracking
Lead Management
Sales Pipeline Management
Segmentation
Shared Contacts

CRM

Calendar/Reminder System
Email Marketing
Mobile Access
Segmentation
Task Management
Territory Management

Customer Communications Management

Batch Communications
Content Management
Email Distribution
On-Demand Communications
Personalization
Template Management

eCommerce Marketing

Not specified

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

Insurance CRM

Not specified

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Nurturing
Lead Segmentation
Pipeline Management

Lead Nurturing

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

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

Quote-to-Cash

Not specified

Quoting

Catalog Management
Contact Management
Customizable Branding
Discount Management
Pricing Management

Categories and Features

AI CRM

Not specified

AI Sales Agents

Not specified

AI Sales Tools

Not specified

Automotive CRM

Not specified

Call Recording

Not specified

Call Tracking

CRM
Call Log
Call Recording
Call Routing
Caller Identification
Conversion Tracking

Cold Email

Not specified

Construction CRM

Client Tracking
Forecasting
Project Management
Sales Management
Scheduling

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Interaction Tracking
Lead Management
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts

CRM

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

Email Tracking

Audience Segmentation
Campaign Management
Event-Based Notifications
Team Management

Financial CRM

Lead Management
Relationship Tracking
Team Assignments

Hotel CRM

Not specified

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management

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

Lead Nurturing

Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Legal CRM

Not specified

Power Dialers

Not specified

Predictive Dialer

Call Monitoring
Call Recording
Call Results
Call Transfer
Contact Management
Lead Capture
Lead Management

Sales

Not specified

Sales Acceleration

Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Reporting
Sales Intelligence
Sales Workflow Management

Sales Enablement

Collaboration
Contact Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Customer Database
Email Marketing
Lead Management
Opportunity Management
Performance Metrics
Sales Forecasting
Territory Management

SMS Marketing

2-Way Messaging
Contact Management
Mass Texting
Message Personalization
Reporting/Analytics
Scheduled Messaging

Social CRM

Not specified

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