Overview
What is Keap?
Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.
TrustRadius Insights
Keap - reliable campaign automation.
Keap Has Become a Dinosaur among ESP Marketing Platforms
Keap Pro
More Pros Than Cons: Real World Keap Pro.
Great tool, a little too complex and pricey
Super powerful as long as you can handle learning superpowers
Highly Recommend Keap!
The Best All in One CRM and Automation Mailing for SMB. Period.
Getting better at it all the time - Keap
Keap Handles The Busy Work So That We Can Focus On What Really Matters; People
Keap, the CRM keaping you in business!
Grow your business, save time and get organised
We use Keap in 3 businesses, because it’s the best CRM & automation tool on the market
KEAP is a Game Changer for Entrepreneurs Saving Time with Easy Automation!
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- List management (147)8.383%
- Lead nurturing automation (146)8.282%
- Email deliverability reporting (149)7.575%
- Standard reports (144)6.161%
Reviewer Pros & Cons
Video Reviews
1 video
Pricing
Pro
$199.00
Max
$289.00
Max Classic
Contact Us
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $199 per month
Features
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 8.5Task management(20) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 7.5Billing and invoicing management(16) Ratings
This includes automated invoice creation and billing.
- 6.8Reporting(27) Ratings
Software provides a broad range of standard and the ability to build custom reports.
- 6.4Automated CRM activity logging(1) Ratings
Logs information related to contacts, events, and calls.
- 9.1Sales pipeline management(1) Ratings
Sales funnel automation with triggered actions at different stages, pipeline visualization, and performance tracking for revenue forecasting, conversions, duration, etc.
Email & Online Marketing
Using software to manage lists, send emails, automate email campaigns, and track results.
- 8.8WYSIWYG email editor(50) Ratings
Users can create html emails through a drag-and-drop interface, without html coding knowledge.
- 8.6Dynamic content(47) Ratings
Users can tailor email, website or landing page content depending on the viewer or recipient (e.g., email salutations that include the recipient’s name).
- 6.5Landing pages(134) Ratings
Users can create web pages that are customized to a particular email or campaign. Landing pages often include web forms which can capture visitor information and integrate it back into the MA software.
- 6.3A/B testing(10) Ratings
Users can experiment with different variations of a campaign and measure results. Testable aspects might include subject lines, header images, or landing page copy.
- 7.1Mobile optimization(124) Ratings
Users can easily optimize emails and landing pages for mobile devices.
- 7.5Email deliverability reporting(149) Ratings
The software helps ensure inbox delivery of email campaigns, through features such as deliverability tests, opt-in management, bounce handling, suppression lists, dedicated IP addresses, and delivery monitoring.
- 8.3List management(147) Ratings
This involves creating, filtering, editing, merging and de-duping lists of contacts.
- 9Triggered drip sequences(49) Ratings
The software allows users to set up automatic / drip email campaigns triggered by certain events.
Lead Management
The process of tracking and managing prospective customers from lead generation to conversion.
- 8.2Lead nurturing automation(146) Ratings
Users can set up targeted drip email campaigns based on time intervals or prospect behavior, to automate the lead nurturing process and move them further down the sales funnel.
- 7Lead scoring and grading(128) Ratings
Users can set up the software to automatically rate leads based on calculations such as buying signals, such as form submissions, or page views, and automatically qualify leads based on demographic factors.
- 7.1Data quality management(129) Ratings
The software helps store, manage, and organize data around each lead, and avoid data problems such as duplicate contacts or non-standard formats.
- 8.4Automated sales alerts and tasks(138) Ratings
The software helps ensure that a sales person is notified of lead activity and can act on the information in a timely fashion.
- 9.1Automated follow-ups(1) Ratings
Email or text follow-up messages are automatically sent in response to buying signals from potential customers. Contacts may be segmented and tagged for auto-replies with personalized messaging.
Campaign Management
Users can schedule campaigns and/or events with reminders, announcements, etc.
- 8.4Calendaring(88) Ratings
The software helps users maintain a calendar of all marketing activities.
Reporting & Analytics
Users can report on and analyze usage, performance, ROI, and/or other metrics of success.
- 7.1Dashboards(55) Ratings
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
- 6.1Standard reports(144) Ratings
The software offers pre-built reports with metrics standard to the category.
- 6.5Custom reports(136) Ratings
Users can create custom reports.
Platform & Infrastructure
Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.
- 6.5API(126) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
- 7.3Role-based workflow & approvals(108) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
- 6.9Customizability(138) Ratings
Users can customize their instance with features like custom fields and custom objects.
- 7.3Third-party software integrations(1) Ratings
Integration functionality with third-party or in-house systems.
- 5.5Mobile app for sales & marketing automation(1) Ratings
Refers to the functionality of mobile apps and their compatibility with different mobile devices.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is Keap?
- Sales & marketing automation: Emails and other marketing actions are triggered by client action
- Sales Pipeline: Visual dashboard to track the sales process
- Payments and e-commerce: Invoices for clients can pay in one click
- Reporting & analytics: Know what’s working and where to focus time
- Appointments: Clients book time based on the user's availability
- Email marketing: Email automations and templates
- Mobile app: A dedicated business phone line, SMS & email to stay connected
- Integrations: Connect data with hundreds of apps
Keap Features
Email & Online Marketing Features
- Supported: Landing pages
- Supported: Mobile optimization
- Supported: Email deliverability reporting
- Supported: List management
Lead Management Features
- Supported: Lead nurturing automation
- Supported: Lead scoring and grading
- Supported: Data quality management
- Supported: Automated sales alerts and tasks
Campaign Management Features
- Supported: Calendaring
Reporting & Analytics Features
- Supported: Standard reports
- Supported: Custom reports
Platform & Infrastructure Features
- Supported: API
- Supported: Role-based workflow & approvals
- Supported: Customizability
Keap Screenshots
Keap Videos
Keap Competitors
Keap Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Supported Countries | United States, Canada, United Kingdom, Australia, New Zealand, South Africa, Ireland |
Supported Languages | English |
Keap Downloadables
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(378)Community Insights
- Business Problems Solved
Users have found Infusionsoft to be a valuable tool for automating marketing campaigns and managing potential leads. It allows them to track the status of leads and differentiate between good and bad leads, streamlining the lead management process. One real estate business in Philadelphia has utilized Infusionsoft to organize tasks, coordinate with clients, and send campaign emails. This has provided them with updated client profiles and customization tools, enhancing their overall efficiency. A marketing officer has also used Infusionsoft to build and integrate campaigns with Clickfunnels, exploring features like decision diamonds to enhance engagement and fully utilize the software's potential for lead capture, nurturing, closing business, and managing upsells. Overall, Infusionsoft serves as a comprehensive solution for managing customer relationships, marketing automation, sales tracking, and e-commerce. Users appreciate its ability to handle a large number of clients and referral partners, improve newsletter creation, and provide essential tools for sales, accounting, store management, marketing, and communication. By centralizing lead information and automating client engagement journeys, Infusionsoft has simplified life for users by enabling effective segmentation and ensuring no leads are overlooked. It has been leveraged by small companies to reach out to prospects and clients efficiently, acting as a silent sales partner that enhances cost efficiency in the sales system. The software offers flexibility in handling various communication channels like emails, faxes, internal communications, and voicemails while providing integrated marketing software capabilities. Additionally, Infusionsoft has enabled significant business growth by facilitating communication with B2B networks and supporting marketing efforts such as advertising, online sales quoting, invoicing, and customer tracking. Whether it's automating email marketing campaigns or creating e-courses that complement non-fiction books using CustomerHub integration, Infusionsoft has proven to be an effective tool for businesses across various industries.
Attribute Ratings
- 9Likelihood to Renew40 ratings
- 9.1Availability6 ratings
- 9.1Performance6 ratings
- 5.2Usability25 ratings
- 9Support Rating26 ratings
- 8.6Online Training7 ratings
- 9.1In-Person Training6 ratings
- 8Implementation Rating8 ratings
- 2Configurability1 rating
- 9.1Product Scalability3 ratings
- 1Ease of integration1 rating
- 1Vendor pre-sale1 rating
- 6Vendor post-sale1 rating
- 5.4Keap Customization22 ratings
Reviews
(1-1 of 1)The Truth About Infusionsoft and Successful Implementations
- It's all in one which is good and bad.
- Keep us organized when the entire team commits to using it consistently.
- Helped us manage new, inbound leads we generated, even though setting up lead scoring was a pain in the butt.
- We set up our "products" which we sell as services and integrated with Auth.net and our merchant account.
- Created internal notifications for new leads, tasks, etc.
- We build campaigns using the campaign builder, by far the best element of the solution.
- Enabled us to set up pretty solid campaigns and track results even though report features are not so strong.
- It's all in one so every element of the solution is compromised.
- It's has bugs and they really need to hone in on development.
- Their sales practices are very direct. Never buy any software in a seminar and expect it to be a well though out decision. Do your research before you buy this solution.
- It get's expensive fast, even when they promote their red light specials. Too many pay walls in lieu of native integrations.
- The best practice is to make sure whomever implements you into this software has vast sales, marketing, and tech experience to ensure your success. Cookie cutter solutions don't work.
- It's foolish to think most if any real business owners will ever learn to run a software application like this. If you're good at making paper clips or envelopes and selling them by the billion then stick to that and plan to hire a professional and pay them at least $175 - $250 per hour. Otherwise you'll likely get a tech person pretending to be a business adviser.
- All software like this is only as good as the strategy, content and work flow you put into it. Garbage in, garbage out.
to the success of your business. Their sales people have one objective which is to sell you their software. It is a sales focused culture. Good sales and marketing strategy is CRITICAL BEFORE you invest in any solution like this. Do your homework. The single biggest mistake we see is lack of clarity on strategy, or really lousy strategy going into this and other systems like it.
- Our success is NEVER based on software. Neither is yours. Software is a tool. Your success and ours in business and life have more to do with your strategy, discipline, focus, ethics, team and overall desire to succeed no matter what.
- I used to be far more in favor of this solution until I got to see a number of new competitors who focus on pure automation, business intelligence, ease of use for professionals to implement, etc.
- The worst part about this solution is how hard they make it to import and clean list, regardless of source, and begin using the system to send emails, which is it's core function. They make it hard to do this on purpose, under the guise that it's about list integrity, deliverability, etc. And they compel recipients of emails to report you for spam on the tail end of an opt out. Yuck. Many competitors will not make it so hard! But this doesn't mean you can import crappy lists and perform spammy email practices.
- WYSIWYG email editor
- 20%2.0
- Dynamic content
- 10%1.0
- Landing pages
- 20%2.0
- Email deliverability reporting
- 30%3.0
- List management
- 60%6.0
- Triggered drip sequences
- 70%7.0
- Lead nurturing automation
- 50%5.0
- Lead scoring and grading
- 20%2.0
- Data quality management
- 40%4.0
- Automated sales alerts and tasks
- 60%6.0
- Calendaring
- 10%1.0
- Dashboards
- 40%4.0
- Standard reports
- 30%3.0
- Custom reports
- 20%2.0
- API
- 50%5.0
- Role-based workflow & approvals
- 40%4.0
- Customizability
- 20%2.0
- Marketing people use it for broadcasting and automated marketing campaign functions. Broadcast email > track opens/clicks > get a marketing or business result you can measure.
- Sales people use it for adding and managing contacts, tasks, notes, opportunities.
- Sales and marketing uses it's minimalist cart for products, links to products so we can sell a product or service and take in the revenue through our gateway and merchant card account.
- Sales management/owner uses it to track limited data due to system reporting limitations, unless you went to MIT or work at NASA.
- Owner uses it for campaign mapping, sales activities, CRM and reports.
- We keep it simple. You don't need to be Albert Einstein to know, "Everything Should Be Made as Simple as Possible, But Not Simpler." Yes, he said that.
- We could pay up the wazoo for a host of applications that sit behind pay walls to get innovative. We could add hours of programming to get the open API to dial in with other applications. Or we could use Zapier to do some of this.
- See #1.
- We are not planning to use it as primary platform of Oct 1, 2015. We found a better way, for us.
- We could stick with it and continue to be frustrated by it's all in one and many limitations, bugs. If there is a more suitable, cost effective solution then seek a qualified adviser to help you.
The real key was being a SaaS solution. I saw that as the future and wanted to be mobile and remote as much as possible because I built this business as a lifestyle business. I didn't want to be tied to an office, internal servers, IT people, etc. I wanted a system I could take command of, learn to run it well and optimize it as I grew.
The truth is I just do for other small companies what I learned to do with these systems. I need solid but not off the charts CRM like most small companies, I need to add custom fields and customize the application a bit, and I need several core marketing campaigns running at any given time including my new lead, new customer, long term nurture and targeted promotions.
So it is all about Infusionsoft having given me and my small team what we needed at the time.
- Price
- Product Features
Again, I strongly suggest you do your homework before you buy any solution.
I believe that when any business owner evaluates any system for even email marketing by itself, that there is a natural tendency, a resistance or reluctance even, to learn and optimize the software solution. So it sits there, underutilized. And like I do with some of the software I buy for our company and personal use, it gets used part of the way. And any time I want to use it more of the way, and it's beyond my skill set, I am more than happy to pony up what it costs to hire someone who can help me. I practice what I preach which makes for a clean living and healthy business practice.
Today, take your time working with a real trusted adviser whom you are wiling to pay to help you make a fully informed decision based on you, your team and your business, sales and marketing goals. There are many great alternatives on the market today. Thank goodness. Solutions like this make it way easier to start, fund, market, sell, manage and scale any small business. There are tons of success stories when it comes to marketing automation campaigns for both B2B and B2C. There are also tons of train wrecks regardless of the technology solution. You can't go into any of these solutions half-assed. You have to be prepared to really dig in yourself, ask if this is the best and most productive use of your time and determine at what point you need to hire outside or in house talent you can really trust to take the lead.
Make sure you have a great person to run this or other automation systems.
- Implemented in-house
If you want to be a master of Infusionsoft and your business, you need to be good. Really good.
Focus on your highest and most productive use of time.
Outsource or delegate the rest to people smarter than you who specialize. The alternative is suffering longer than you should and losing money.
- Frustration.
- Frustration.
- Joy when we got it working for us.
- Online training
- In-person training
- Self-taught
The training and education is only as good as your willingness to apply it.
Training is an event. Coaching is a process. This is a system that demands ongoing coaching and training.
Get a real pro to look at your sales and marketing strategy and advise you to get the training or coaching you need.
Certified consultants have continuing education and exam re certification every year.
You can configure the CRM, campaigns, templates, pages, etc. on your own, but why the hell would you want to do this if you enjoy and are good at what you already do? Keep it simple, like Einstein. You can configure the campaigns really well using the Campaign Builder, by far the best feature of this software. But why when you can more easily white board or use a mind mapping tool or whatever it is you like best. That's where these guys got the idea for the Campaign Builder. Their best and most successful business people and certified partners were doing this in the first place.
Everything Should Be Made as Simple as Possible, But Not Simpler
Everything Should Be Made as Simple as Possible, But Not Simpler. - Albert Einstein
- CRM and that's about it unless you're willing to suck it up and really put in the time and money yourself. What is your time really worth? What are you best at doing in your business? If it's not setting up marketing automation applications plan on hiring a professional.
- The campaign builder is phenomenal.
- The dashboard is easy to customize for quick look stats.
- The campaign builder requires serious time and training, coaching really, to get to learn it. Once you learn it it can be a game changer.
- The email editor and landing page editors have limitations that can be frustrating when customizing.
- Shopping cart limited.
This is not a mobile based application. It's meant to be used at a computer, mostly on Firefox as the browser of choice for me. Not so friendly in Chrome or IE, etc.
So don't count on this like you would say a Salesforce or other more mobile friendly solutions that are geared to sales enablement or customer relationship management which tends to be the focus for sales-driven companies. This software does have the ability to target mobile users by integrating third party solutions for SMS, mobile commerce, and more.
So don't look to Infusionsoft to be your super mobile friendly stay out of the office and dominate the free world on your smart phone. Plan to be sitting in front of your computer learning and using Infusionsoft or paying someone who is qualified to really get it dialed in for you so you don't lose your mind!
Which means you need to plan on finding someone you can trust and that is the plain truth. There are many qualified consultants who have sufficient sales, marketing, business, content, life and Infusionsoft experience to help you get results. But far too many people decry this as an all in one solution that is easy to use. This will never be the case even though the product development team is constantly working to make it a better product and easier to use.
We don't make our own paper clips for a reason. We outsource all the time. We have to make really informed decisions on the solutions we use and then commit to learning best practices for marketing regardless of the platform.
Do not expect to pay someone less than $150-$250 per hour to really make this application sing. Or pay them for training or internal services and then kick yourself.
- Beware. If you integrate third party solutions via links and your website, great. Pretty simple.
- If you want to use Send Out Cards, etc. you hit a pay wall and your cost goes up.
- If you do API integration plan on paying top dollar. Make sure you need this and carefully evaluate the many competitive solutions with native integration. (Built in.) Plan on paying a programmer and real business, strategy, sales and marketing pro to make this or any other automation platform perform well. Or plan on losing your mind. And more money. Did I mention time and aging in dog years?
- Not any more. We're moving on because of the many pay walls and all the strings attached. What I mean by this is you have to pay for applications that others have built to integrate added function. They deserve to get paid for this. But in other solutions there are integrations built into the solution so you don't have to pay for a third party solution and the support that goes with it.
- API (e.g. SOAP or REST)
- Javascript widgets
- AppExchange or similar marketplace
Infusionsoft does take in a lot of feedback from customers and how that impacts internal focus of resources on product development is tough to say from the outside. So the product is always improving in many ways, but there will always be people who find they are frustrated and can't get what they expected for many reasons. We have to count on doing what we can with this solution in terms of it's multi use function including CRM, email, ecommerce, and partner or affiliate tracking. I suggest they streamline the product and really hone in on automation and analytics, plus the ability to build way prettier more customized forms, emails, landing pages, etc.
There have only been a couple of occasions I could not access the product.
- Campaign Builder released a few years ago was huge. The Legacy builder was a disaster even for guys like me who were willing to be a certified partner.
- The My Day is a great feature for active users.
- Small, incremental improvements in building emails.
- It's imperative they make it easier to build better email designs/templates.
- It's imperative they make it easier to build better web form designs/templates.
- It's imperative they make it easier to build better landing page designs/templates.