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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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Learn from top reviewers

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.

7.7
Avg 8.7

Email & Online Marketing

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

7.1
Avg 8.2

Lead Management

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

7.5
Avg 8.2

Campaign Management

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

7.7
Avg 7.0

Reporting & Analytics

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

5.5
Avg 6.9

Platform & Infrastructure

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

5.7
Avg 8.2
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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 WYSIWYG email editor and 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 From Top Reviewers

(1-5 of 49)

Powerful CRM and automation product with steep learning curve

Rating: 7 out of 10
March 30, 2021
NJ
Vetted Review
Verified User
Keap
2 years of experience
I'm a the sole employee at my health education organization. I use Keap (formerly Infusionsoft) primarily for email broadcasts and maintaining my email list gathered on my webpage, podcast and at speaking/teaching engagements.

The campaign builder was the main driver for the purchase. That is used minimally. I am no where near using the full functionality of the program.

I recently completed an amazing weeklong training on Keap automation that provided information I need to do more with the program.
  • Maintain contact information.
  • Automation sequences.
  • Customer interaction tracking.
Cons
  • Helping with the learning curve.
  • Adjustments so emails are not marked as spam.
  • Improve the look of the product checkout pages.
Keap (formerly Infusionsoft) is a powerful application. What can be done with automation can greatly aid companies/organizations that want to increase connection with potential and current customers in a consistent and thorough manner. My main challenge is the learning curve. Individuals with experience with automation and sequencing can hit the ground running with this application.

Steep learning curve that may be worth it for you

Rating: 7 out of 10
December 11, 2020
Vetted Review
Verified User
Keap
3 years of experience
We use Infusionsoft for our email marketing, as well as automating some advertising campaigns and order fulfillment processes. It is used by our administrative staff and marketing department.
  • Automation
  • Email marketing
Cons
  • Huge learning curve
  • Nothing is intuitive
It's good for taking inputs from various sources and creating automations. You don't need to be a programmer or understand APIs to do a lot of very impressive and helpful things.

Keap Max Classic: still has a learning curve, but the payoff is huge

Rating: 9 out of 10
October 27, 2022
Keap is the hub of the customer-facing aspects of our organization, and it also helps us automate and organize a bunch of internal processes as well. Some problems we've solved with Keap are: lead collection, sales pipeline management, general CRM (notes on interactions with prospects & customers), automated follow up, long term nurture, appointment reminders, renewal reminders, revenue and churn tracking, and a bunch more.

Here is just one specific example: We wanted to start holding live webinars. To start simple, we decided to have a weekly webinar at the same time and day of the week, every week. In Keap, we set up a single campaign to handle all webinar registrations and reminders, forever. If it's before Wednesday at 10am, the campaign is short, reminding them of the webinar happening very soon. After Wednesday at 10am, any new registrants will receive reminders about the following week's webinar. With Keap Max Classic's campaign builder, it's easy to build an evergreen campaign that follows up appropriately depending on the timing of the registration. All we do now is run the webinar once a week.
  • Sales pipeline management and automation
  • Automated long-term nurture
  • Note templates as shortcuts for sales reps (with automated follow up)
Cons
  • Keap is very contact-centric. It's hard to manage B2B relationships.
  • I wish Keap Max Classic had built-in appointment scheduling.
  • The relationship between opportunities and contacts is sometimes confusing.
For a new business growing toward or through 6-digit revenue stages, Keap is great. If the "business" is really just an idea without much substance yet, or if the business is well into the millions in terms of annual revenue, then the business is probably outside of Keap's sweet spot.

Infusionsoft is a great tool for any business that wants to know what their marketing is really doing and who wants their sales team to know who their customer really is.

Rating: 8 out of 10
June 22, 2015
JH
Vetted Review
Keap
2 years of experience
  • Marketing follow-up automation.
  • Sales automation.
  • When used properly, you'll know not just which marketing efforts provide the most leads, but more importantly, which efforts provide the best leads.
Cons
  • Infusionsoft REALLY needs better split-testing tools. When I suggest "better" I really mean "any". You'll need 3rd party tools to implement any real split-testing. This is a key area for a marketing platform tool that I really feel leaves a gap that competitors will fill.
This tool isn't a magic bullet unless you put time into it up front and manage it going forward. While it is an automation tool, like any other tool, you will need a plan and devote time to executing.

Infusionsoft is robust, but hard to use

Rating: 7 out of 10
June 27, 2018
TS
Vetted Review
Verified User
Keap
2 years of experience
We use Infusionsoft as a type of lead management and CRM for our franchise owners. Potential leads are collected from our website and put through an automated campaign within Infusionsoft. Our owners can then use a web app we built to update those leads within Infusionsoft. The campaign those leads are in depends on the status. This helps our owners keep track of the good and bad leads. We have also used Infusionsoft to help manage the franchise sales side as well.
  • Infusionsoft is really robust. It offers a variety of options for the campaign automation and can really help those who need a more detailed automation process.
  • The reporting system is also very detailed. You can get reports on contacts, emails, etc. It helps when you need to know exactly how your campaigns are doing especially when you have a lot of them.
Cons
  • The biggest con for Infusionsoft is its learning curve. It's a robust system, but that comes at the cost of a bad UI, hard to learn automations, and a confusing development process. The backend of Infusionsoft has a lot in it and that often results in trying to find certain options or settings that aren't always where you'd think they'd be.
  • The development API is poorly documented and just as confusing as the Infusionsoft UI. We built a web application that connected to our Infusionsoft account, but it was a confusing process to setup and also ran pretty slow with next to no options to optimize it.
Infusionsoft is really good for those who need detailed reporting and a complex campaign system. If you're not building applications for it or won't have a large team involved with the setup process, then I would say Infusionsoft would be perfect for you. The biggest cons for Infusionsoft is the learning curve and poor documentation. As long as you can mitigate those, Infusionsoft is a great system that can work for just about any need. Big or small.
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