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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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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
(51-75 of 209)Companies can't remove reviews or game the system. Here's why
September 28, 2021
Keap is a Keeper
Keap is the lifeblood of our business. It's the central organisation for
leads, customers, and all business processes that we couldn't do
without. It helps us save time, convert more leads and manage complex automation that we just wouldn't be able to do without it.
- Marketing Automation.
- CRM Management.
- Email Marketing.
- Database Segmentation.
- Member Management.
- Sales Pipeline.
- Email Deliverability.
- Certified Consultant Access.
September 28, 2021
Keap is the perfect tool for serviced based businesses with small teams.
Score 10 out of 10
Vetted Review
Verified User
Keap helps us manage our sales, client onboarding, and fulfillment for our company as well as the small business clients we support. For us, it's more than a sales and marketing automation tool. We use every single feature that Keap Pro/Max has to offer, including but not limited to Checkout Forms, Landing Pages, Lead Capture Forms, Invoices, QuickBooks Online integration, Email, Phone, Text, and more. Literally, every single feature. For us, Keap addressed the fact that we were using multiple apps to manage basic processes, we lacked visibility into our operations, and we didn't really have a seamlessly integrated sales and client onboarding process. Now, we have all of those things and it's all bundled in one pretty cool app.
- Checkout forms.
- Invoices.
- Workflow automation.
- CRM pipeline.
- Phone.
- Texting.
- Forms.
- Reporting.
- Landing Pages.
- CRM Views and Filtering (e.g. list view).
September 28, 2021
Keap can help your small business
We use Keap across our organization for sales and marketing automation -- delivering the right email content, including sales offers, to the right people at the right time. With Campaign Builder (Advanced Automations), we're able to automate the lead follow-up steps that we know work for our business -- and Keap makes it easy for us to accomplish this task.
- Marketing Automation.
- Sales.
- Customer/Lead Analytics.
- Keap is robust but has multiple support options to help make sure you can accomplish your goals.
September 27, 2021
Keap is the WHOLE ENCHILADA!
Keap helps us promote sales to our email list, collect leads from our website, and onboard new customers with ease. Our entire organization uses the platform. Our marketing uses it to create successful promotions. Our account managers use it to bill our current clients. Our admin team uses it to track sales and clients across the entire company.
- Email sequences.
- Billing automation.
- Lead capture.
- Affiliate links.
- Landing pages.
- Lead reporting.
We use Keap ourselves and we recommend, set it up, and running it for/with clients every day. We use it for automated lead follow-up; trade show promo and follow-up; software trial sign up and follow-up; white paper delivery and follow-up; lead scoring; appointment booking; webinar promo, registration, and follow-up; customer experience, and NPS campaigns, automated testimonial and referral campaigns.
- Automated lead follow-up.
- Trade show and event promo campaigns.
- Webinar promo, registration, and follow-up campaigns.
- Lead scoring helps salespeople know where to put their time.
- See which people and companies are most engaged which helps salespeople know where to put their time.
- In some versions of the software, it's hard to see the company name along with the contact name.
September 24, 2021
Keap is the engine that will drive growth for your small business
I use Keap for all aspects of prospect and customer relationship management. From organizing and sorting contact data, email communications, deal tracking, quoting and invoicing and reporting to internal processes, and automating the customer journey. Keap allows me to establish and repeat my sales strategies to scale using automation. If it weren't for Keap, I'd be spending hours of time trying to remember who to reach out to, when, [and] with what messages. There is no way I could operate at the scale that Keap allows me to.
- Segmenting and personalizing email marketing - even though it's automated!
- Has many features built-in but also integrates well with other tools.
- Flexible campaign builder to account for all possible scenarios in your customer journey.
- Works better for service-based businesses than e-commerce.
- Dashboard reporting is simply numerical.
- Primarily built for English speakers in North America.
September 22, 2021
Sales and marketing automation that delivers true freedom from the chaos of small business
Keap is used across our entire organisation from marketing and lead generation, through the sales process to reporting and referral. As our core CRM and sales and marketing automation tool, Keap acts as our business hub and source of truth for data-driven decision-making. It has allowed us to increase revenue, save time and increase team productivity as well as automate our customer experience in a way that feels highly personalised for our clients.
- Sales pipeline and lead tracking.
- Email nurturing with automated email marketing campaigns and manual broadcasting.
- Integrating with other third-party tools to create a customised systems ecosystem.
- Landing page builders could benefit from being able to handle more customisable sales funnels for businesses keen to implement digital marketing campaigns.
- Some appointment features such as appointment date and time could be better stored in a custom field to trigger automation based on field timers.
September 21, 2021
Keap Pro is my one stop for back office management!
I use Keap to manage contacts, run all my invoicing, email/text marketing, and scheduling. I have my employees set up and manage contacts through the program too. I also have clients that I help to set up marketing campaigns, landing pages, and email follow-ups through Keap. There are more features too that I don't use as frequently.
- Automation.
- Recurring invoices.
- It can be hard to set up and start implementing automation.
- Not able to customize user permissions.
- More options with landing pages and forms.
September 15, 2021
Keap provides good automation for businesses just starting out
I used Keap for automation, sales funnels, making appointments, broadcasting emails, and my sales pipeline. It's like a CRM but has some helpful automation too.
- Automation.
- Easy to Use.
- Customer Service.
- It's expensive.
- Aspects of their automation could be better. For example, stopping automation when someone responds.
- Removing people who have already unsubscribed would be helpful.
September 14, 2021
Great software for ANY business!
We utilize Keap for everything in our office. We use it for email marketing (weekly newsletter with updates, events, and offers), client intake (webform features and create drip campaigns to nurture the leads that schedule an appointment), text message marketing, monthly campaigns to create landing pages, tag where clients and leads come from, and monthly reporting to track our return on investment.
- Contact tagging.
- Email marketing.
- Client intake.
- Landing page builder.
- SMS campaigns.
- Lead source tracking.
September 13, 2021
Keap allows me to keep doing what is important to grow my business
Keap meets many of my needs - as a CRM Management tool, Landing Page Builder, Appointment scheduling. The greatest advantage of Keap is that the Automation of many different tasks is easy and covers all my needs at this time. I changed to Keap as I was tired of paying multiple monthly subscriptions to achieve these tasks and having to use a Zap to link everything - Keap manages my business needs in one place and has many of the integrations (eg: Zoom / Quick Books / SMS / Stripe) that are essential for my business. I like to be able to set things up and do it once then know everything is going to work as it should, I am no IT person - I find Keap logical, and when I know what I want and I can't make it happen - I have 24-hour chat support available.
- Advanced Automation - that includes decision-making ability in a campaign - very very valuable - as I can have multiple sequences with multiple options in a single campaign - makes setting up & updating things very easy.
- Appointment Scheduling - my business is a client service, global consultation 1 to 1 using Zoom. With the ease of scheduling an appointment for my clients - both via my website or invitation in an email with automatic follow up, automated with my Zoom Account so I am not wasting time doing basic tasks repeatedly.
- Easy to use forms - checkout forms are simple to create and are easy to link repayment processing.
- Improvement in Integrations - rather than having to use something like Zapier to link different software - I struggle with how integration with Zoom works and how to set that up.
- Short video tutorials online for specific steps - rather than documents and then trying to figure out how to do things - like yesterday I was struggling with a decision diamond and how to create that and use it - I am a visual learner so a quick 4 minute tutorial under help would have been amazing.
- As a user I find the help documents very difficult to comprehend at times - as I think it is like an assumption is made that the user understands how everything beyond the basics fits together - again rather than webinars - short videos on specific tasks - eg: wanted to remove a client from Pre Webinar section of the Campaign - as they registered the day of the webinar and attended - but were still active in the email sequence pre-webinar - needed them to be taken out of the pre-webinar sequence I searched 'remove the client from the sequence in a campaign' I struggled with the documents, I contacted chat - they told me I couldn't do it - then when I said there must be some way they talked about adding a Goal - tag and then creating a rule that put them in the next post-webinar sequence - and ticked the box to take them out of the current sequence.
September 10, 2021
A Great CRM for Your Business
I use Keap to manage my client relationships and my email marketing. It's a great way to manage leads as well and the dashboard gives you a great view of your company each morning when you log on. By automating many of my systems, it allows me to stay connected to my clients and prospects.
- Email Marketing.
- Lead Generation.
- Client Relations.
- Appointment Scheduling.
- The marketing structure can be complex.
- Text-based marketing is being introduced soon I think.
- More flexibility could be helpful with the contact records.
August 31, 2021
Keap is a keeper
Keap was implemented in my company last year to manage the influx of leads and track the customer through the sales process. We also use Keap to onboard the new clients to acclimate them with how we do business and the culture of the company. We use this across the company to help keep us organized and informed.
- Keap organizes and tracks our leads.
- Keap allows employees to use the pipeline feature to meet their goals.
- Keap informs new clients through automations.
- The email feature seems to send well, but emails do bounce frequently.
- Automations sometimes send too fast and if accidentally triggered, you can't cancel in mass.
- Slightly difficult to learn.
August 31, 2021
25% of my revenue thanks to Keap!
We use Keap to help automate our lead gen follow-up system which has helped convert cold/warm leads into paying patients over the years. Most recently we had a new patient who was getting our emails for over 24 months before ultimately making a $4000+ purchase! Keap is the cheapest yet most valuable "staff member" on payroll!
- Lead generation.
- Follow-up email sequences.
- Online purchases.
- It would be nice to be able to delete a contact from the task notified section when it is spam.
August 31, 2021
A great way to communicate with current and potential customers with tons of functionality
I use Keap for ongoing communication with current customers, drip campaigns for prospective customers who have downloaded website resources, onboarding campaigns for new customers, and communication with people who have recently purchased my book. Most of these utilize automation. I also use the Keap calendar to let people schedule appointments with me. I have also used landing pages and product purchase capabilities.
- Bulk email.
- Automation.
- Landing Pages.
- Scheduling.
- It would be great if there was more functionality around structuring products that you can sell. I was doing an in-person event and wanted to sell the first admission for X and the second for X + Y. That was not supported and I had to use a workaround.
- There was one part of creating automation that wasn't intuitive. I wanted an email recipient who clicked through to a landing page but didn't complete the goal (register for an event) to get the next email in the sequence. I had to work around to get the functionality I wanted.
August 31, 2021
Keap an intuitive assistant
To track training leads and how we manage training with those leads. We also send broadcasts that are mass emails. We use the report function as well. It is helpful to maintain our contact list and send mass emails to those lists. We send invoices and it is helpful to communicate and organize with our team.
- Organize.
- Contact.
- Communicate.
- On-boarding.
- Intuitive design.
- Expanding functionality.
August 31, 2021
Keap is complex but meets our needs
Our entire organization uses Keap to organize our customer records, make notes to other team members, create order forms, product purchase links, follow-up campaigns, and more. By using Keap, we are able to serve our customers better. All team members can be on the same page about a customer's history and experience with the company. When an employee starts a conversation with a customer, they already have an understanding of that customer's journey. We also use Keap to tag customers by their specific product interests and create automated follow-up campaigns based on their interests. This saves our team time and money.
- Tagging customers by interest.
- Integrating with other customer softwares.
- Handling customer follow-up campaigns.
- Creating tasks to assign to other team members.
- Not super user-friendly.
- Not intuitive.
- Can be complicated to find a feature.
- Customer support doesn't always understand the product fully.
August 31, 2021
The Automation and Ease of Use in Keap Is Unmatched
Keap is being used mostly by myself, as I manage our company's accounts and marketing communications. I work in Keap daily and without it, my day-to-day responsibilities would take much longer. Keap addresses the issue of having to manually keep track of campaigns and updates. The automation inside this system is unreal, and if you create a campaign the right way, sometimes you won't even have to do anything other than schedule when you want it to begin and end. Of course, if the campaign requires calls and follow-up communications, you will have to do that as well, but you can create a widget that will prompt you to do so if needed. A feature that is new, and super helpful for marketing or sending out important company updates is the "Analytics" feature. This will analyze everything in your Keap system, from emails, deliverability, revenue, and invoices to make your decision-making easier with knowledge backing up your every move. Highly recommend Keap and wouldn't ever think of switching to another company.
- Automation.
- Analytics.
- Data Keeping.
- Campaign Building.
- Email Broadcasts.
- Interface Learning Curve.
Score 10 out of 10
Vetted Review
Verified User
We are using Keap across the whole organization to capture leads, run marketing campaigns and track performance of these, nurture incoming leads with relevant nurturing, send weekly updates, our onboarding processes, sales pipeline, and followups, and report to see how different processes are performing. We are able to better measure which pieces of marketing material and campaigns are the most effective and use these learnings to also improve other communication including our website. We can also keep full track of all leads and tasks to ensure nothing falls through the cracks.
- Marketing Automation.
- Sales Automation.
- Business Process Automation.
- Sales Pipeline.
- Checkout Forms.
- Mobile Features are available in more countries.
- More Payment Processors built in.
August 23, 2021
THE one-stop shop for Entrepreneurs
Keap is THE software solution for our small business! We use it for Marketing, Lead Tracking, Sales, Fulfillment, Operations, and Onboarding. Keap is a one-stop-shop for this Entrepreneur. It gives us the freedom to know our leads are being cared for and communicated with while we're serving our clients.
- Marketing Automation has to be my #1. The possibilities of ways you can add automation to your business are seemingly endless.
- The ease of use is unparalleled. As a busy Entrepreneur, the ability to get in, do what you need to do, and get on with the next task is of the utmost importance.
- Integrations. Doing business in 2021 requires a lot of moving parts. Keap is an excellent all-in-one solution. Their additional software is needed, Keap has you covered.
- Keap would be a total game-changer with a built-in membership platform included.
August 20, 2021
Fantastic Software to grow with your business as you scale
Score 10 out of 10
Vetted Review
Verified User
We use Keap internally and also implement it for other companies. Keap allows us to have a single source of truth for all the tools we use. The start with, the all-in-one nature of Keap gets the job done. As time goes on, we can use add-on services that have more capabilities. It's by far the best CRM out there to support the marketing automation of a Membership site or client portal. It allows us to deliver an exceptional and customized experience to many customers. It allows us to conditionally upsell and offer the next steps based on what they have and have not done.
- Being able to visually map out if/then experiences for customers.
- Integrating with membership platforms.
- Providing a great base level all-in-one and allowing for the integration of specialized software as a business grows.
- The email builder needs love but they are in the process of releasing a new one.
- Pulling reporting data on money running through Keap can be challenging.
- Reporting, in general, takes more time than I would like to understand what's happening.
PLS Consulting has been using Keap since '16 and I've been using the software since '08. All employees use it regularly. We use across our whole business: Offer R&D, Marketing, Sales, Fulfillment, Operations, People, and Money. The system is so much more than just a marketing and sales platform.
- Automated customer journeys.
- Centralizing the business into a source of truth.
- Getting paid and collecting money.
- Social media functionalities.
- Better text messaging automation.
- Expense management.
I've tried several other CRMs and automation platforms but for almost 10 years without fail, Infusionsoft/Keap has been and remains my top pick. The support is far and beyond all others, the system is amazingly robust and once you get past the initial curve, which they've made easier over the years, is very user-friendly.
- Multi-channel, multi-step follow-up automation.
- Email newsletter.
- Sales and Marketing CRM.
- Integration with social platforms.
- SEO tracking.
- Sales Pipeline User Interface could be more intuitive.
August 06, 2021
A Trustworthy CRM tool.
Score 8 out of 10
Vetted Review
Verified User
This software is so destined to uplift a business. It is an excellent CRM tool. In my organization, it is being utilized for sales and marketing automation and is amazing in providing direction to our business. And it provides the best of experience to
our customers and we can conduct email marketing. IT is assisting us in sales as well as in managing customer relations.
- The way it assists in automated emails is very accommodating.
- It is a highly reliable tool and helps in tracking.
- It has chat and phone support that is highly valuable for us.
- It has multiple tools to assist CRM which basically includes affiliate marketing, sales automation, email marketing, multi-media marketing and this all makes it all–in–one package.
- Its reporting is not so intuitive and we don’t like it at all, and there should be more details.
- It doesn’t really provide many customizations and there need to be more options.
- Setting this tool up is not our cup of tea and should be made less complicated.
August 04, 2021
frustration to freedom
We use Keap for all our marketing, sales, and process automation as well as CRM for outstanding relationships with our customers, email marketing, quotes/invoices, and pipeline reporting. We also love the integrated calendar and business line with texting capabilities. It’s made our company much more efficient and given me as the owner tons of time back - I have the freedom I started my business for because of Keap.
- Keeping in touch with my customers so I’m not "outta touch, outta mind.”
- Quote/invoicing and automating sales processes and on boarding.
- Keeping it all in one place - I don't have to go through multiple SW or files to find what I need.