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Keap

Keap
Formerly Infusionsoft

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.

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Recent Reviews

TrustRadius Insights

Users have found Infusionsoft to be a valuable tool for automating marketing campaigns and managing potential leads. It allows them to …
Continue reading
Read all reviews

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

View all 27 features
  • List management (147)
    8.3
    83%
  • Lead nurturing automation (146)
    8.3
    83%
  • Email deliverability reporting (149)
    7.5
    75%
  • Standard reports (144)
    6.3
    63%

Reviewer Pros & Cons

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Video Reviews

1 video

Powerful: Keap Enables Agency to Effectively Target Their Email Marketing Efforts
01:55
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Pricing

View all pricing

Pro

$199.00

Cloud
per month

Max

$289.00

Cloud
per month

Max Classic

Contact Us

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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Features

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.6
Avg 5.0

Email & Online Marketing

Using software to manage lists, send emails, automate email campaigns, and track results.

7.1
Avg 6.0

Lead Management

The process of tracking and managing prospective customers from lead generation to conversion.

8
Avg 7.4

Campaign Management

Users can schedule campaigns and/or events with reminders, announcements, etc.

7.7
Avg 6.3

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

6.7
Avg 6.9

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

6.1
Avg 6.6
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Product Details

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

Screenshot of a Keap invoiceScreenshot of Screenshot of the entire sales pipeline displayed in one view.

Keap Videos

Customer Success Story: Nuno Silva, Owner of Papeloja
What is Keap? A Sales and Marketing Automation Software + CRM

Keap Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesUnited States, Canada, United Kingdom, Australia, New Zealand, South Africa, Ireland
Supported LanguagesEnglish

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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Comparisons

View all alternatives
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Reviews and Ratings

(379)

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!

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

(1-10 of 10)
Companies can't remove reviews or game the system. Here's why
Nancy Seeger | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
ResellerIncentivized
  • Integrating Keap to our help desk software so that the sales team and support team are both part of the same conversation
  • Managing events. We had 14 live events every month with up to 5 speakers per event, managed by 14 different franchisees. That is a lot of moving pieces and Keap made that possible by 1 person part time.
  • We implemented Keap for a client that is a Private investigator and she uses it for everything from collecting donations, to promoting her blog, speaking, membership portals Project management system and help desk... all form one CRM
Score 10 out of 10
Vetted Review
ResellerIncentivized
  • I have set up a donation system for another Keap user that has allowed his organization to bring in nearly $50,000 in donations for his non-profit.
  • I have set up a series of reports to help me manage my client/prospect email engagement and reach out to those who are no longer engaging with my messages.
  • I use forms to enter data into my app on clients & prospects in a systematic way which generate semi-customized emails to my clients & prospects without the need to log-in, create a new message, and send it.
Score 1 out of 10
Vetted Review
Verified User
  • Infusionsoft displays the weather on a clients page and the time in their time zone... Pretty useful in generating small talk.
  • We used "My Day" the task manager list for what was due. That was the only way we were able to keep on top of people... otherwise, the information was kind of lost...
  • Customized lists! There is NOTHING in Infusionsoft that is preset. Everything has to be developed by you and your team. So if you are looking for clients that have come to your site most recently, you will need to create a list with those specifications and then add that list to the dashboard. Just very time consuming...
Clifford Jones | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
  • 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.
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