#1 most frequent
United States of America
78.8%305 installations of 387
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.
Categories & Use Cases
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Screenshot of a Keap invoice
Top Performing Features
Automated follow-ups
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.
Category average: 9.7
Sales pipeline management
Sales funnel automation with triggered actions at different stages, pipeline visualization, and performance tracking for revenue forecasting, conversions, duration, etc.
Category average: 9.3
WYSIWYG email editor
Users can create html emails through a drag-and-drop interface, without html coding knowledge.
Category average: 9
Areas for Improvement
Landing pages
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.
Category average: 6.3
Lead scoring and grading
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.
Category average: 8
Standard reports
The software offers pre-built reports with metrics standard to the category.
Category average: 4
Who Buys & Uses Keap
#2 most frequent
Canada
8.0%31 installations of 387
#3 most frequent
Australia
3.1%12 installations of 387
After 10 Years KEAP is still a KEEPER
Use Cases and Deployment Scope
We primarily use KEAP for CRM and Email deliver purposes. Both of which are easy to maintain and execute on a daily basis. Manage a few hundred thousands contacts via KEAP effectively. We also appreciate the level of immediate support we receive anytime there are any sorts of issues. KEAP has been a good landing spot for the past several years.
Pros
- CRM - it’s easy to navigate, locate, and create contact information which leads to easier contact solutions.
- Support - there are chat agents (AI and Real People) available around the clock to service needs.
- It doesn’t overcomplicate anything. Whatever can be easy, is easy.
Cons
- More complex analytics. KEAP does a great job of having some preset reports, but when you are doing some retroactive reports, the data can get murky. However, this is overcome with the more familiarity you have with the system.
- Ability to generate some AI drive email templates. Right now it’s a little behind on that trend, but I can imagine it’s on their Roadmap.
Return on Investment
- It’s saved us time and allowed up to keep in constant contact with our audience. Once you learn the platform, it’s very easy to simplify other workflows.
- Customizability — instead of having a specialist charge high prices to create some special forms, reports…a generalist can do so with some simple training and documentation provided by KEAP.
Usability
Alternatives Considered
HubSpot CRM
Other Software Used
Agile Board, Microsoft Teams, CoPilot AI
In my opinion, Avoid Keap and get something good. Your marketing and sales team will thank you
Use Cases and Deployment Scope
Keap is used for email marketing and client management. We would email customers and sales would use it to track deals and customers. We set up a few automations as well, so created a lead magnet that would email people the download once they signed up.
Pros
- The worst platform I’ve ever used
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- .
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Cons
- Email marketing set up
- Lead management
- Lead funnels
- Automation
- Customer support
- It did nothing well and I cannot recommend it for anything.
Return on Investment
- Probably losing the company money
Usability
Alternatives Considered
HubSpot CRM, Pipedrive and Customer.io
Other Software Used
Slack, Ahrefs
Steep learning curve that may be worth it for you
Pros
- Automation
- Email marketing
Cons
- Huge learning curve
- Nothing is intuitive
Return on Investment
- Saves a lot of time
- Automates many workflows
Alternatives Considered
Mailchimp
Other Software Used
ClickFunnels, WordPress, Drupal
Keap: Affordable, Supportive, and Rich with Resources
Use Cases and Deployment Scope
Keap serves as our CRM, our email communications platform, and a place to manage our e-commerce. We previously had an ineffective patchwork of cheap tools, and Keap has been worth every penny in preventing all the loss of information translation between those. I love the automation available as it provides us with plenty of opportunities to streamline our processes, nurture campaigns, and follow up. It provides us with better ways to track our income as well as the effectiveness of our marketing. Along with AccessAlly, we have recently been able to integrate Keap into our website processes as well, further automatic our customer journey for both members of the organization and new leads.
Pros
- Pricing: Keap Max Classic (formerly Infusionsoft) is affordable for nonprofits and small businesses and includes all the automation features we need!
- Customer Support: Our onboarding and success coaches have been so helpful, taking into account some unique processes we have and finding solutions.
- Updates: Keap is constantly providing more and better solutions!
Cons
- Analytics: They have recently added some analytic reports and dashboards, but I believe they still have a lot to be desired here. Because they are still rather new, I do have faith these will be updated.
- Membership: Our organization and e-commerce include membership to our Institute, which isn't quite something that Keap was designed to support, so we have to get creative to automate processes or are stuck with some manual things.
- Shopping Cart: The Keap shopping cart leaves something to be desired with UX, especially for our international customers.
Return on Investment
- Drastically reduced the time we spend nurturing new leads.
- Converting more leads to customers by allowing us to automate nurture and follow-up.
- Provided reporting that we previously lacked on our marketing efforts.
Alternatives Considered
HubSpot Academy, HubSpot CRM, Constant Contact and Mailchimp
Other Software Used
Drupal, Givebutter, WordPress
Super powerful as long as you can handle learning superpowers
Use Cases and Deployment Scope
We use Keap as our primary CRM for both prospects and current customers, housing data about the marketing and sales process as well as current plans, team members, invoices, subscriptions, and anything needed to describe a customer account. We also use it as our primary email marketing and automation tool building evergreen campaigns, one-time campaigns and blasts, or triggering 3rd party integrations for things like direct mail and text messaging.
Pros
- Highly customizable - fields in contact records can be created and integrated with many different tools
- Automation - this takes a learning curve to do really well but is very powerful if you know how to use it. Well beyond cheaper email campaign solutions
- Reports (mostly) - There are probably hundreds of reporting options in different parts of Keap, and the most useful ones can be highly customized with all custom fields, saved, and used on a recurring basis. Some reports I wish had more capabilities like their main ones, but for the most part it works very well.
- Integrations
Cons
- Detailed logic building in campaigns can be somewhat challenging for new users. After 5 years I don't feel limited by this but when it's time to train new team members they're prone to mistakes for quite a while.
- Some reports lack the ability to combine with custom fields/other search parameters which requires some work arounds like tagging the results of one report to open in a different report and narrow down.
- Change history on company records, contact records, subscriptions etc is difficult to see. This doesn't come up often but sometimes we need to see who changed a setting or subscription and can't find that right within Keap
- Quickbooks integration. This applies mainly to Keap Max Classic, but connecting invoices to quickbooks now requires a zapier connection which is not as simple as most zapier connections to make work cleanly, especially with multiple products on an invoice.
Return on Investment
- We use it to build out months of content at a time or leverage evergreen campaigns for new leads, sales funnels, etc. and that saves a lot of time for our team
Other Software Used
Zapier, ConvertFlow, Leadpages, WordPress
