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.
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!
KEAPING it all together with KEAP!
- Cou…
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)8.383%
- Email deliverability reporting (149)7.575%
- Standard reports (144)6.262%
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.
- 7.6Billing 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.
- 8.3Lead 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.
- 8.5Automated 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.
- 6.2Standard reports(144) Ratings
The software offers pre-built reports with metrics standard to the category.
- 6.6Custom 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.
- 6.6API(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
Compare with
Reviews and Ratings
(379)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
(51-75 of 182)Keap is the engine that will drive growth for your small business
- 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.
Sales and marketing automation that delivers true freedom from the chaos of small business
- 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.
Keap Pro is my one stop for back office management!
- 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.
Keap provides good automation for businesses just starting out
- 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.
Great software for ANY business!
- Contact tagging.
- Email marketing.
- Client intake.
- Landing page builder.
- SMS campaigns.
- Lead source tracking.
Keap allows me to keep doing what is important to grow my business
- 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.
A Great CRM for Your Business
- 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.
Keap is a keeper
- 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.
25% of my revenue thanks to Keap!
- 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.
A great way to communicate with current and potential customers with tons of functionality
- 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.
Keap is complex but meets our needs
- 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.
The Automation and Ease of Use in Keap Is Unmatched
- Automation.
- Analytics.
- Data Keeping.
- Campaign Building.
- Email Broadcasts.
- Interface Learning Curve.
- Marketing Automation.
- Sales Automation.
- Business Process Automation.
- Sales Pipeline.
- Checkout Forms.
- Mobile Features are available in more countries.
- More Payment Processors built in.
THE one-stop shop for Entrepreneurs
- 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.
Fantastic Software to grow with your business as you scale
- 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.
- 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.
- 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.
A Trustworthy CRM tool.
- 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.
frustration to freedom
- 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.
Powerful automation software for small business
- Email marketing - great for giving the same experience to all customers.
- Funnel creation - build and deliver your lead funnel to follow up.
- Ecommerce - collect money right away and stop sending invoices.
- Improved affiliate management.
- SMS global.
- Mobile order forms.
Keap is here to save the day!
- Custom Image Link
- HTTP Post
- Merge Fields
- Separation of plans
- Step by step for beginners
- The ability to test a campaign before publishing
As a non-techy, creative type - I LOVE Keap
As a writer and Creativity/Productivity expert, I started out knowing absolutely nothing about entrepreneurship, email marketing or automation. Luckily, the Keap Team is infinitely patient, and the Keap community of users and partners are super-supportive and helpful. The whole way Keap is designed, it supports you in creating best practices - so, in many ways, it taught me how to run a business.
The main thing I love about Keap is that it gives me easy ways to stay in close touch with my existing clients. Even more importantly, it encourages me to stay in touch with former clients and prospects. Email is the perfect "light touch" communication that insures that I stay top-of-mind, without feeling pushy. Some people have been on my list for nearly 12 years - no joke - and that kind of loyalty is only built with consistency. Here's the big secret: consistency comes from automation via Keap.
- Welcomes new prospects warmly via onboarding campaign
- Simple, reliable eCourse delivery via content campaigns
- Follows up on failed credit cards automatically - genius!
- Allows me to track and tag behavior, so people are only getting information I know they are interested in. (Who knew automation could be so PERSONAL??!)
- Allows my team to solve any admin difficulties easily, because everyone can see what's going on in a person's record, or in a given campaign.
- Gives me a way to get creative with my sales and marketing
- Makes me seem like I've got a MUCH bigger team than I actually do/very professional
- Keap is almost infinitely customizable, and it is VERY powerful, and I think all that potential can overwhelm the new user. The key is to start small and simple - even little automations can make a huge difference.
- My business is simple enough that I find Keap's reporting sufficient, but I hear from other business owners that they would like more/different reports.
- The state-by-state, regional and municipal sales tax thing can get complicated, but I hear they are working on it.
After all, you never know when someone is going to be ready to buy. You just have to be consistent in your communications, so that when they ARE ready to buy, you are the first person they think of.
If you have a big, Enterprise-level business, Keap is probably not for you. It's designed pretty exclusively for the entrepreneur and small business owner, and that's what it does best.
Keap is a Keeper!
- Automates my hiring process
- Tracks and manages sales
- Easily fulfills on client orders
- Segments my lists for better conversions
- Easy landing page creation
- Workflow and marketing campaigns
- Classic needs the onboard scheduling tool
Underwhelming solution
- Tagging system is done well
- Visual campaign creating is convenient and works well for people who like to visualise and see the bigger picture
- Email editor is nice
- Editing scheduled emails is not easy and quick
- Form styling could be much better
- Integrations with other tools are glitchy; we always set Zapier back up just in case
- Visual drag ‘n drop campaign builder makes it easy to build out workflows
- 24/7 chat support and 12/5 phone support is fantastic
- Sharing proven campaigns between accounts is a huge time-saver
- Creating multi-media, multi-step sales and marketing automation workflows is easy and powerful
- Combining so many tools—affiliate marketing, marketing automation, sales automation, email marketing, multi-media marketing—into one tool at this price point is taken for granted
- The landing page builder is functional, but is quite lacking
- The email builder is solid, but it would be nice to be able to embed images inline and wrap the text
- Reporting is powerful, but not intuitive
- Reporting needs more visuals like pie charts, etc.