Keap Reviews & Ratings

Keap

4.4 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 11 Ratings

Total 4.5 out of 5 stars
ease 4 out of 5 stars
features 4.5 out of 5 stars
design 4.5 out of 5 stars
support 4.5 out of 5 stars

Alternatives to Consider

  • Act! Reviews & Ratings
    4.0 out of 5 stars 555 Ratings
    Company Website for Act!
  • Shape Software Reviews & Ratings
    4.6 out of 5 stars 136 Ratings
    Company Website for Shape Software
  • Creatio Reviews & Ratings
    4.6 out of 5 stars 589 Ratings
    Company Website for Creatio
  • BoldTrail Reviews & Ratings
    4.5 out of 5 stars 2,126 Ratings
    Company Website for BoldTrail
  • QuickApps Reviews & Ratings
    Company Website for QuickApps
  • InfoFlo Reviews & Ratings
    4.5 out of 5 stars 196 Ratings
    Company Website for InfoFlo
  • Elation Health Reviews & Ratings
    4.1 out of 5 stars 90 Ratings
    Company Website for Elation Health
  • SKU Science Reviews & Ratings
    4.6 out of 5 stars 16 Ratings
    Company Website for SKU Science
  • Passwork Reviews & Ratings
    4.7 out of 5 stars 129 Ratings
    Company Website for Passwork
  • rezStream Cloud PMS Reviews & Ratings
    4.7 out of 5 stars 126 Ratings
    Company Website for rezStream Cloud PMS

What is Maximizer CRM?

Maximizer CRM Software boasts an array of features designed to enhance client management effectiveness! With your monthly subscription, you gain access to modules focused on Sales Management, Marketing Automation, Customer Service, and the ability to integrate with various third-party applications. What sets Maximizer apart is its dual offering of a cloud-based CRM solution alongside an on-premise, self-hosted alternative—allowing you to select the option that best fits your needs. This user-friendly platform is essential for maintaining strong relationships with your customers! The Maximizer CRM Wealth Management system serves as a comprehensive customer relationship management solution suitable for organizations of all sizes. It can be deployed either in the cloud or on-premise, providing flexibility to suit different operational needs. Key features of Maximizer CRM encompass sales automation, marketing automation, and customer support, alongside various business productivity tools. Additionally, it offers compatibility with popular tools like Excel, SharePoint, and Outlook, ensuring seamless integration into existing workflows. Users can also benefit from its business analytics capabilities, which include customizable dashboards to track performance metrics effectively.

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.

Media

Media

Integrations Supported

CANDDi
Gmail
Google Drive
HubSpot CRM
HubSpot Customer Platform
Insider One
Kixie PowerCall & SMS
Mailchimp
Microsoft Outlook
Motileo
QuickBooks Online
QuickBooks Online Advanced
Wufoo
Zapier
Zoom Phone

Integrations Supported

CANDDi
Gmail
Google Drive
HubSpot CRM
HubSpot Customer Platform
Insider One
Kixie PowerCall & SMS
Mailchimp
Microsoft Outlook
Motileo
QuickBooks Online
QuickBooks Online Advanced
Wufoo
Zapier
BDOW!
Cloud Elements
FuseDesk
SnapFulfil WMS
Wisepops

API Availability

API Availability

Pricing Information

$29.00/month/user
Small Office: $29/User
For the small office with one person keeping track of it all.

Business Plus: $49/User
For small teams to maximize efficiency & productivity to drive revenue growth.

Insights: $89/User
Complete business oversight to unleash your team’s full potential.
Free Trial Offered?

Pricing Information

$40 per month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
On-Prem

Supported Platforms

SaaS
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Maximizer Software

Date Founded

1987

Company Location

Canada

Company Website

www.maximizer.com

Company Facts

Organization Name

Keap

Date Founded

2001

Company Location

United States

Company Website

keap.com

Categories and Features

Contact Management

Not specified

CRM

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

Email Marketing

Not specified

Financial CRM

Account Alerts
Asset Management
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Insurance CRM

Not specified

Sales Intelligence

Not specified

Sales Tracking

Not specified

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

Popular Alternatives

SAM Service Manager Reviews & Ratings

SAM Service Manager

SAM Software Solutions

Popular Alternatives

Act! Reviews & Ratings

Act!

4.0 out of 5 stars
Act! Reviews & Ratings

Act!

4.0 out of 5 stars
monday CRM Reviews & Ratings

monday CRM

monday.com
4.9 out of 5 stars
Shape Software Reviews & Ratings

Shape Software

4.6 out of 5 stars
Pipedrive Reviews & Ratings

Pipedrive

4.7 out of 5 stars
Thryv Reviews & Ratings

Thryv

4.3 out of 5 stars