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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.

Pricing

Price Starts At:
$40 per month
Free Trial Offered?:
Yes

Integrations

Screenshots and Video

Company Facts

Company Name:
Keap
Date Founded:
2001
Company Location:
United States
Company Website:
keap.com
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Product Details

Deployment
SaaS
iPhone
iPad
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Keap Categories and Features

eCommerce Marketing Software

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

Quoting Software

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

Marketing Automation Software

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
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

Lead Nurturing Software

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

Lead Management Software

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

Email Marketing Software

A/B Testing
Artificial Intelligence
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

Customer Communications Management Software

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

Contact Management Software

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

Campaign Management Software

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

CRM Software

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

Billing and Invoicing Software

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

Appointment Scheduling Software

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

More Keap Categories

  • Reviewer Name: Sachin D.
    Position: Sales and Marketing Manager
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Effective and easy to use platform

    Updated: Nov 03 2022
    Summary

    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.

    Positive

    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.

    Negative

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

    Read More...
  • Reviewer Name: Rebecca K.
    Position: Master instructor
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 1,000 - 4,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Infusionsoft does high caliber web monitoring

    Date: Mar 31 2021
    Summary

    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.

    Positive

    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.

    Negative

    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).

    Read More...
  • Reviewer Name: Steven K.
    Position: Serve Pastor
    Has used product for: Less than 6 months
    Uses the product: Monthly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Infusionsoft rocks!

    Date: Apr 03 2021
    Summary

    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!

    Positive

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

    Negative

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

    Read More...
  • Reviewer Name: Michael W.
    Position: Technical Support Manager
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Infusionsoft provides email marketing for small businesses

    Date: Mar 30 2021
    Summary

    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.

    Positive

    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.

    Negative

    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.

    Read More...
  • Reviewer Name: Mileydi L.
    Position: Professional in Corporate
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    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

    Date: Jan 12 2021
    Summary

    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.

    Positive

    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.

    Negative

    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.

    Read More...
  • Reviewer Name: Jason K.
    Position: Social Media Manager
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Infusionsoft has everything you need to manage your business

    Date: Mar 20 2021
    Summary

    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.

    Positive

    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.

    Negative

    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.

    Read More...
  • Reviewer Name: Gary D.
    Position: Owner
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Confusing Software

    Date: Sep 19 2021
    Summary

    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.

    Positive

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

    Negative

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

    Read More...
  • Reviewer Name: Chet N.
    Position: CEO
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great tool

    Date: Apr 26 2020
    Summary

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

    Positive

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

    Negative

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

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Senior Technical Support
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Multi-Functional CRM

    Date: Aug 27 2020
    Summary

    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.

    Positive

    (+) 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.

    Negative

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

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: CEO
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Works well

    Date: May 12 2020
    Summary

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

    Positive

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

    Negative

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

    Read More...
  • Reviewer Name: Mohit V.
    Position: Operation manager
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Email Marketing and CRM on single platform

    Date: Jul 02 2020
    Summary

    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.

    Positive

    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.

    Negative

    I enjoyed using happy with Infusionsoft features and services.

    Read More...
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