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
(1-25 of 185)Simple, intuitive automation software
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
Highly Recommend Keap!
The Best All in One CRM and Automation Mailing for SMB. Period.
Getting better at it all the time - Keap
We use Keap/Infusionsoft Max Classic to automate the customer facing side of our business. We use Keap for email, SMS, landing pages, funnels, orders, subscriptions, and customer relationship management. The software is robust and powerful if you have the full functionality available through Max Classic.
I can't ignore the reputation the software has as "confusionsoft." I think this stigma was attached to previous versions of the software, or by people that didn't have or take the time to learn the software. Ultimately I always prefer software that is limited by power, not design.
Infusionsoft let's you squeeze every bit of power out of it that you possibly can, if you take the time to learn how to use it properly. On the other hand, I've used software like GHL and Active Campaign that have a lower learning curve but also limit the capability of the user by design and it is a frustrating experience for someone like myself.
I've used a lot of different software and software suites, but I have yet to find one as robust and complete as Keap/Infusionsoft. There is a steep learning curve, but it isn't impossible to learn and it is a skill that will pay dividends for your business if you are willing to make the time to learn it. The one thing that I do wish they would improve on is the analytics functionality.
Overall, Keap/Infusionsoft has taken our business from a daily hassle of followup and reaching out to an automated business that tells us what customers need attention and where they are at. This gives us time to focus on what really matters to us, the customer. Not the systems.
Keap, the CRM keaping you in business!
I use Keap in my organization mainly as a Customer Relationship Management and as a database for our prospects, referral partners, and active clients. It is a software that is essential to the daily operation of the business as well as the role I play at Credilife, which is primarily sales-oriented. We use FixYourFunnel as well, which is integrated with Keap and it makes it easy for me to make calls and texts that are automatically tracked and recorded which makes marketing very easy. It also is a database where every one of our leads or clients is in, and it directly addresses our need for information management.
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
KEAPING it all together with KEAP!
- Course and program marketing
- Client/student record management
- Communications
Here is just one specific example: We wanted to start holding live webinars. To start simple, we decided to have a weekly webinar at the same time and day of the week, every week. In Keap, we set up a single campaign to handle all webinar registrations and reminders, forever. If it's before Wednesday at 10am, the campaign is short, reminding them of the webinar happening very soon. After Wednesday at 10am, any new registrants will receive reminders about the following week's webinar. With Keap Max Classic's campaign builder, it's easy to build an evergreen campaign that follows up appropriately depending on the timing of the registration. All we do now is run the webinar once a week.
Best bang for your buck!
The Backbone of my Business.
Marketing automation at its best
My digital marketing agency uses it for everything from the online shopping cart to the delivery of services, reports, tracking, CRM, and even collecting testimonials. I have been using it there since 2010.
My live events company used it for three years (Until the pandemic) when we were running 14 live events per month--and it again processed all orders, registered event tickets, supported our membership portal, supported our ticketing portal, tracked speakers, contracts, projects, and all renewals. We did a case study of that use case here