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Users have found Infusionsoft to be a valuable tool for automating marketing campaigns and managing potential leads. It allows them to …
Starting at $199 per month
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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.
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Popular Features
- List management (147)8.383%
- Lead nurturing automation (146)8.383%
- Email deliverability reporting (149)7.575%
- Standard reports (144)6.262%
Reviewer Pros & Cons
Video Reviews
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Powerful: Keap Enables Agency to Effectively Target Their Email Marketing Efforts
01:55
Pricing
Pro
$199.00
Cloud
per month
Max
$289.00
Cloud
per month
Max Classic
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Cloud
per year
Entry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://keap.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $199 per month
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Product Details
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- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is Keap?
Keap focuses on helping entrepreneurs succeed. With sales and marketing automation, in concert with its CRM, users can create repeatable processes designed for growth while making the most of work hours. Keap is designed so that users can take control of the chaos in their businesses with:
- 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
Customer Success Story: Nuno Silva, Owner of Papeloja
What is Keap? A Sales and Marketing Automation Software + CRM
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
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.
Keap starts at $199.
Ontraport, Salesforce Sales Cloud, and Constant Contact Lead Gen & CRM are common alternatives for Keap.
Reviewers rate Triggered drip sequences highest, with a score of 9.
The most common users of Keap are from Small Businesses (1-50 employees).
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- 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
Reviews
(26-50 of 209)Companies can't remove reviews or game the system. Here's why
We use Infusionsoft for our own business and for our clients. We use it to manage our sales pipeline, automate our marketing and client management.
- Marketing automation
- Integration with other apps
- Payment management
- Order forms
- Landing pages
- Ease of use out of the box
July 18, 2022
If it's Keap, Keep it.
Keap is a great solution for people who are looking for a one-stop or all-in-one solution to manage their customers. It is easy to use, fast, affordable, and has a wide range of third-party connections or apps you can integrate with. Whether it comes to internet marketing, automation of marketing tasks, leads to the customer's conversion process, calls and SMS Keap have everything. I like it.
- Third Party Integrations.
- Sales Automation.
- Customer management.
- Ecommerce
- SMS
July 13, 2022
Keap? Must use?
Managing contacts, lead generation, marketing automation and follow-up, database management, and email marketing. It really helps in a comprehensive approach and a CRM that we can definitely use.
- Contact record
- Lead Scoring
- Lead communication
- It is too complex.
- It has a lot of things going on.
- Need a professional to operate.
June 28, 2022
Wonderful for small businesses
Score 8 out of 10
Vetted Review
Verified User
We use Keap primarily for all email marketing across the entire organization. The tools we use are email broadcasts, campaign builder, and CRM (as a basic look into [the] behaviors of our members). Keap allows the organization to automate sequences and provide a personalized relationship with our members to increase engagement and retention. It also is the perfect tool for nurturing potential members and users across the organization.
- Community forums, customer support, and training/tutorials. If there is an issue you're running into, chances are you'll find the answer in one of those three places.
- Analytics for the Campaign Builder is in-depth and provides our team with what we need.
- Contact dashboard.
- The drag-and-drop email builder is very intuitive. There is an option to add your own email code in as well. If you're looking for a robust drag and drop email builder, I'd recommend looking at other options.
- Keap used to allow email recipients to click on a link within the email to pull up an HTML version. This was huge for our organization, as it allowed our global members to translate an email easily into their native language. This has been a huge pain point since they removed this option.
- Spam issues keep you from sending an email broadcast. For example, we were sending a lot of resources and free webinars to our members for COVID-19, as well as conducting industry research on how the pandemic is affecting the profession. "COVID-19" was marked as a spam word in their system, and because of it, we weren't allowed to send out emails with that word, even though it was specifically what we were talking about. You can usually work around these issues by rewording, but it still makes it a bit clunky. I'm a big fan of having the spam filter to keep you aware of issues in your copy, but it shouldn't keep you from sending an email. Keap customer support said to work around this, send via the Campaign Builder.
- Email broadcast reporting now only shows the first link clicked, rather than all links clicked. Ever since this has been implemented we have not been able to track ad clicks reliably.
June 15, 2022
All in one tool for campaigns that is more feature robust than anything else we have tried
We have been using Keap for several years in our company in order to assist us with automating email marketing which is very important in saving time and costs. It lets us know where our customers and potential buyers came from and has a fairly robust tool kit built right in.
- Automation which is key in saving us from headaches and having to spend extra time.
- Letting us know exactly which campaigns are more successful than others by telling us where our customers are coming from.
- Really great customer support that responds fairly quickly.
- Setting up campaigns can be quite a difficult task at first due to the complexities of the software.
- The massive learning curve is a huge undertaking and will cause your first campaigns to be underwhelming at first.
- Group texting is something that we never got to work correctly so we decided to not use it.
June 13, 2022
We plan to Keep Keap
Score 8 out of 10
Vetted Review
Verified User
Infusionsoft by Keap is a great CRM for automating e-mail messages to organize our educational classes and upcoming events. It also helps us keep track of rewards points for our customers. When we get new products or price changes, it allows us to send a notification to only those individuals who are interested in that specific type of product.
- Categorizes people by tagging instead of having to add the customer to multiple lists.
- Allows for easy scheduling of messages based on either a pre-set time or an action.
- Notifies you when e-mails are no longer valid.
- Keap could be a little more clear on defining certain functions for laymen.
- Keap could use more WYSIWYG functionality.
- Keap could be more clear about what certain triggers do like how the delay timers work exactly when applied.
Score 5 out of 10
Vetted Review
Verified User
After using Infusionsoft for a business I work with, I decided it was the next logical step in my own business. The ability to efficiently and effectively automate and streamline my affiliate program, e-commerce, marketing campaigns, digital product delivery, and task system has made things much easier and effective. It allows me to make sure only the people who emails are relevant to are receiving them instead of my entire list. It's increased list retention, engagement, growth, and satisfaction.
- Their tagging system
- Marketing Automation
- Options
- The e-commerce / order forms
- Ease and fluidity of use
April 23, 2022
Review of Keap (formerly Infusionsoft)
Keap is an all-in-one platform for email marketing and Customer Relationship Management, and it helps us organize/ manage business operations seamlessly. We used Keap application to manage communication with customers and potential customers and to manage tasks and meetings with clients. We were using Excel Sheets to manage daily tasks, client data, meeting requests, and managing potential leads which was time-consuming and full of errors. This application helped us create workflows, manage contacts and customer deals, and to send emails to clients whenever we needed.
- Create workflows
- Manage Contacts/ Clients
- Email marketing with ease to compose beautiful emails
- Keap is a bit hard on the browser when operating
- CRM and automation
- eCommerce and payment integration
April 20, 2022
Marketing With Little Effort
I am able to keep in line all contacts we have had in the past: conference contacts, research study contacts, and current consumer patients. I also like the creative emails that our team is able to work up with the templates, which makes our messages pop a bit more.
- Consumer relations
- Contact cooridination
- Follow up on leads
- Build new templates and save.
- Reuse built templates.
- Ability to rename/create different types of contacts.
April 14, 2022
Simple, intuitive automation software
We use Keap for all sales and customer service automation, in addition to marketing campaigns. Keap helps us stay in regular and easy contact with leads, clients, and partners by scheduling out communication cadences with automated tasks. We also send all one-off communications and newsletters through Keap. The reporting and functionality are exactly what we had in mind for our business when we began pursuing joint CRM/marketing software.
- Newsletter sends
- Automated sales cadences
- Detailed contact records
- Pipeline reporting and modification
- Sometimes when they roll out updates, things get buggy.
- Lead scoring in Keap Pro
April 14, 2022
Great for All Contact Needs
For years we have been using lists that we compiled of our contacts from an excel spreadsheet. Using Keap allows my team to quickly categorize our contacts for certain email messages. This is a much more user-friendly, and time-saving tool. I also enjoy being able to track tasks and contacts, which allows me to see who I am missing out on connecting with.
- Email retention
- Task Tracking
- Contact management
- Ease of use
- Professional Invoices
- Cost of seat
April 13, 2022
Keap Your Contacts In The Loop
We are mainly marketing our Chronic Inflammation Test to different types of audiences: consumers, practitioners, and product providers. We needed a quicker way to maintain each type and specialize emails to their needs. Being able to track each email has been quite a helpful tool in organizing necessary contact with our email lists.
- Broadcast Design
- User Friendly
- Track all progress with contacts
- Price
- Contact upload
- Category Options for contacts
- Ease of using templates
April 11, 2022
Not getting Keap is probably a mistake
Keap is the glue holding the company together. It's our CRM master database, automation tool, reporting engine, and part of our sales process.
We duplicated several of the database tables with the API and maintained a local copy that is synced with the Keap database. If our servers ever go down or are hacked, we can restore the information from the Keap database. We have done a lot of API integration, which is quite easy to do with Keap. If the software doesn't do exactly what you need it to do, there are 3rd party solutions for MANY things...or you can code it yourself with the API.
We duplicated several of the database tables with the API and maintained a local copy that is synced with the Keap database. If our servers ever go down or are hacked, we can restore the information from the Keap database. We have done a lot of API integration, which is quite easy to do with Keap. If the software doesn't do exactly what you need it to do, there are 3rd party solutions for MANY things...or you can code it yourself with the API.
- Automation
- API integration
- Sending email broadcasts and tracking results
- Create a default password for new contact records. This is a pet peeve.
- Let users use their own SMTP server for email deliverability
April 09, 2022
Keap makes many things easier!
I personally use Keap daily to keep track of what I need to deliver to people and what I am waiting for clients to get me. Organizing by client helps me keep actions on clients in different stages straight. With 35 clients, I cannot possibly keep this all in my head, and Keap is a great tool for this. We also use Keap for our email campaigns and use different tags for our different email paths. We just discussed this week another way I can use Keap to track follow-up with prospects, and I will be creating a new email campaign on Keap soon. Keap's dashboard helps me keep track of my client's requests and what I need from them, which is very valuable. The email campaign function lets us automate and be more efficient in our emails, delivering messages we want and saving us time recreating them each time. While I may not be using the full scope of Keap's functionality, what I use keeps me organized and efficient, and for that, I highly recommend using Keap.
- Provide a dashboard of all my actions on the due date I submit
- Hold client contact information all in one place and one format
- Run email campaigns
- Online training for different functionalities
- When I think of others, who can I send them to? I do have others not coming to mind now
April 08, 2022
Keap is for beginner email marketers
Score 7 out of 10
Vetted Review
Verified User
I used Keap at my prior organization for solely the purpose of email marketing. I used it to create email campaigns as well as single 'email broadcasts'. I know that Keap also has other functions such as being a CRM or using it for finances but my company used a different product for CRM. Keap helped to solve the companies business problem of effectively having a way to communicate to our numerous audiences. Creating the emails on Keap felt very user friendly and didn't consume a lot of time. So for our organization this was a plus because we had several different family organizations and within each of those organizations we would have several different kinds of audiences. Keap had the ability to create and save 'tags' when uploading our contact lists so when we had to send out a new email broadcast to the same audiences the process was streamlined. Because I only used Keap for the email marketing functions, my scope is not encompassing of all the functions and capabilities that Keap has to offer.
- Having the tag functions to save and manage contact lists
- Being user friendly with click and drop functions
- Being able to save emails broadcasts as well as duplicate them to ease the process
- More articles and videos on how to use the various functions of Keap
- Having representatives designated to certain regions or companies for a point of contact when help is needed
- More options when building the emails. While the click and drop options can be a plus, they can also be negative because you are limited to image and text sizing and positions
April 08, 2022
Solid e-mail marketing and sales platform, however it's new functions need improvement.
Our marketing team uses Keap (formerly Infusionsoft) for a range of actions. It is quite simple and easy to use which has helped us tag and categorize clients, create sequences with a clear client journey and outcome, produce landing pages, offer product sales, and most importantly keep our contacts in the know with any news surrounding their local clinic.
- Simple Email Sequence Building
- Tagging Clients
- Product Checkout
- Cleaning up images you no longer want stored is frustratingly slow and hard (can't bulk delete)
April 07, 2022
To Keap or not to Keap that is the question.
We purchased and used Keap for about 10 months. I did so to try to get our marketing message out to the world. It was very robust. Lots of integrations with other products. We needed the ability to keep data syncing across all of our internal systems. So we decided to use this product.
- Building complex funnels
- Keeping in contact
- Visibility
- Cost
- Ease of deployment
- Getting on whitelist for Email delivery
February 22, 2022
Keap - Not For The Weak of Heart
Marketing automation and CRM software. Lead tracking, lead nurturing, sales opportunity tracking, sales pipeline reporting, ROI by lead source, and more. Internal process automation email marketing landing page creation sales and marketing team management dashboard and reporting automation.
- Marketing automation
- Lead nurturing
- Opportunity tracking
- User interface
- Form builder
- Training materials
February 21, 2022
Keap is a Keeper
We use Keap for various reasons for our business. We manage all of our contacts and clients within Keap. We run all our emails and marketing campaigns through their software. We do a lot of our invoicing within Keap. We also run eCommerce through Keap. We keep records of all customer actions and tag them based on their actions. We are able to connect it with other platforms and incorporate it with our webinars and online training courses.
- Campaign Building
- Tagging Abilities
- Client Record Keeping
- Reporting
- Automation
- Email builder lacks features
- eCommerce is pretty weak and could use major updates
- User Interface seems dated
November 05, 2021
Keap is great for running your entire business operations
We use it to run our entire business operation. It keeps contacts, invoicing, email triggers, and contact tagging organizations all in one place.
- Campaign building is the most user-friendly I've seen across other platforms.
- Emailing is effortless.
- The built-in online store has paid for the membership easily.
- As a Canadian the app isn't functional nor do we have access to the things US customers do.
- Built-in texting feature -- again, Canada doesn't have.
- Better reporting across campaigns.
Score 10 out of 10
Vetted Review
Verified User
Keap is the business backend of our entire organization, from marketing to sales, through to fulfillment, internal operations, and finance - it does it all! Keap allows our lean team to operate like a much bigger business through its robust sales and marketing automation capabilities.
- Sales Automation.
- Marketing Automation.
- CRM (Customer Relationship Management).
- Appointment Scheduling.
- Business Phone Line.
- Sales Pipeline.
- Task Management.
- I'd love to see added functionality to the Sales Pipeline for Keap Pro.
- [I would also like the ability to] add pooled availability for appointment scheduling.
October 12, 2021
With Keap, I can automate the dull parts of my business and focus on what I love to do!
We use Keap for all automation within our company.
- Automate weekly reminders.
- Connect to membership plugins.
- Send out broadcast emails.
- Modification of the appointment reminders.
October 11, 2021
To Keap or not to Keap
Score 9 out of 10
Vetted Review
Verified User
Keap Max Classic is connected to our website (lead gen forms), our scheduling solution, our Office365 team's account, and our email accounts all in one place to manage follow-up, project progress, funnel/stage tracking, customer value, lead costs, and ROI and scheduling. It reminds us and our clients of meetings. It supports us with follow-up for deadlines. It automated nurture and relationship with clients and values and reporting on all of these things tied into campaign builder and opportunity ROI reporting.
- Allows custom building of campaign design.
- Provides follow-up and reminders for just about anything/everything.
- Provides ways to custom report details that are not necessarily standard metrics.
- Provides a reliable email sending platform with conditional logic.
- Allows emails to contact custom content based on conditions.
- Affiliate marketing.
- Shopping cart (very basic).
- Order forms (also very basic).
- Sales management especially simplifying subscriptions.
We use Keap Max Classic for our business operations and to manage installations of Keap Pro, Max, and Max Classic for clients of all sizes. We use this tool to automate their business and sales processes to upsell, manage relationships, and share content with their audiences. Keap (formerly Infusionsoft) is a tool used by our sales and operations departments as well as our internal marketing department for our own content marketing efforts. The tool is being integrated into HR and development as well--we now house our employee onboarding profiles here through integration with Typeform and Zapier. The business challenge that this tool solves is twofold--first and foremost, it helps us keep track of revenue. It also helps us keep track of opportunities and deals so that we know when to follow up and when to sit back. For our small business customers using Pro or Max, we also find it's extremely helpful for them to have a Keap Business Line to manage text communications on their personal devices.
- Follow-up.
- Upselling.
- Management of client, prospect, and contact relationships.
- Business development opportunities.
- Branding across the app to keep your business brand consistent.
September 28, 2021
Keap is a small business MUST!
We use Keap across our entire organization to automate repetitive tasks, capture leads, follow up with leads & customers, forecast sales, understand our advertising ROI at the lead source level, and make smart decisions based on data.
- Automates lead capture & follow-up.
- Automates repetitive tasks so fewer employees can get more work done.
- Forecasts our revenue.
- Tracks affiliate commission.
- Allows us to automate almost all aspects of the customer experience.
- Reports on advertising ROI by lead source.
- Detailed reporting.
- Social media integration.
- Landing page builder.