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
- Lead nurturing automation (146)8.383%
- List management (147)8.383%
- Email deliverability reporting (149)7.575%
- Standard reports (144)6.464%
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.
- 8.4Task 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.
- 6.7Reporting(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.
- 8.7WYSIWYG email editor(50) Ratings
Users can create html emails through a drag-and-drop interface, without html coding knowledge.
- 8.5Dynamic 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).
- 6.6Landing 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.
- 7.1Lead 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.
- 6.4Standard reports(144) Ratings
The software offers pre-built reports with metrics standard to the category.
- 6.7Custom 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.
- 6.8API(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.
- 7Customizability(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
(380)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
- 8.9Likelihood 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
(1-25 of 83)Great tool, a little too complex and pricey
- Targeted emails
- Keeps notes on clients
- automations
- Too complex for a small business
- Takes a long time to load data
- Automations were difficult to understand and test
Keap was not as user friendly as I thought it would be. It often ran slowly and had overly complicated interfaces. It was clearly designed for larger corporations and then retrofitted for a smaller enterprise.
We use Keap/Infusionsoft Max Classic to automate the customer facing side of our business. We use Keap for email, SMS, landing pages, funnels, orders, subscriptions, and customer relationship management. The software is robust and powerful if you have the full functionality available through Max Classic.
I can't ignore the reputation the software has as "confusionsoft." I think this stigma was attached to previous versions of the software, or by people that didn't have or take the time to learn the software. Ultimately I always prefer software that is limited by power, not design.
Infusionsoft let's you squeeze every bit of power out of it that you possibly can, if you take the time to learn how to use it properly. On the other hand, I've used software like GHL and Active Campaign that have a lower learning curve but also limit the capability of the user by design and it is a frustrating experience for someone like myself.
I've used a lot of different software and software suites, but I have yet to find one as robust and complete as Keap/Infusionsoft. There is a steep learning curve, but it isn't impossible to learn and it is a skill that will pay dividends for your business if you are willing to make the time to learn it. The one thing that I do wish they would improve on is the analytics functionality.
Overall, Keap/Infusionsoft has taken our business from a daily hassle of followup and reaching out to an automated business that tells us what customers need attention and where they are at. This gives us time to focus on what really matters to us, the customer. Not the systems.
- Email Marketing
- Customer Relationship Management
- Landing Pages
- Customer Orders
- Subscription Billing
- Funnels
- SMS Marketing
- Analytics
If you are looking for any single slice of that pie, such as only building funnels or only storing customer information, then there may be better suited software with a lower price tag. I also think that if you rely heavily on SMS marketing then they are probably better solutions out there.
But if you are looking to fully and seamlessly automate your business then Keap/Infusionsoft delivers the best bang-for-your-buck value on the market in my experience.
Grow your business, save time and get organised
- Sales and Marketing Automation.
- CRM - Segmentation.
- Mass Mailing.
- Sales Process.
- SMS
- Managing Sales Pipeline
- Some of the eCommerce functionality.
We use Keap in 3 businesses, because it’s the best CRM & automation tool on the market
- Campaign Builder - as I’m a visual person, the ability to map out and build automation on not only sales and marketing funnels, but internal processes as well. This has been a game-changer to setup automation and we continue to reap the rewards years later.
- CRM - using it as a CRM has allowed me to have a single source of truth for my leads and customers to collect info on, add notes, track and trigger automation savings hours every week, and help prevent leads from falling through the cracks.
- Innovation - they were one of the first in the market and are still innovating to make the product better.
- Version Options - There are 3 different versions of the software now (we use 2 different versions across 3 businesses). Depending on your needs - you can grow with the platform if you want to access more functionality, or keep it simple and have an easier user interface
- Text Messaging - they just released this in the US. It will be good when this is available for other international users for text broadcasts and automation.
- Business Line - this will also be good when it's available in Australia.
Marketing automation at its best
My digital marketing agency uses it for everything from the online shopping cart to the delivery of services, reports, tracking, CRM, and even collecting testimonials. I have been using it there since 2010.
My live events company used it for three years (Until the pandemic) when we were running 14 live events per month--and it again processed all orders, registered event tickets, supported our membership portal, supported our ticketing portal, tracked speakers, contracts, projects, and all renewals. We did a case study of that use case here
- Manage new leads and nurture them until the convert into clients
- Track all client engagement opportunities and activities taken in the CRM
- Provide followup information in a timely and customized format for events, webinars, and other lead-generating activities.
- Webform needs to be updated for style and layout
- Landing pages could be more robust in options and variations
- Analytics needs better tracking
- The ability to enter a form directly into a webpage thus eliminating the need for additional WordPress plugins.
- Built-in order form and shopping cart functionality including payment processing.
- Easy-to-use task management allows us to trigger different automation depending on the completion goal of the task.
- There are 2 different mail builders as they upgrade the system which can be a bit challenging but the builder in the newest version is extremely easy to use.
- The landing page builder is not quite as robust as some 3rd party landing page builders but improvements and feature enhancements are added regularly and have made it very easy to use.
Keap can be a game changer for small business
- Follow-up with leads.
- Follow-up with clients.
- Nurturing clients/leads.
- Appointment reminders.
- Contact management.
- Tracking monthly & annual sales.
- Occasionally, clients with some complex needs for sales management can have difficulty with Keap, but generally most needs can be met after discussions and thoughtful planning.
- Email inbox placement can sometimes be an issue, but I've found that proper planning, utilizing best practices and careful list hygiene management takes care of this in nearly all instances.
- For my use, the ecommerce functionality is fine, but I do have clients who need more robust reporting and taxation functionality, which has been improving, but is still an area that needs additional attention.
- Email automation.
- Email formatting.
- Instructions/training.
Wonderful for small businesses
- Community forums, customer support, and training/tutorials. If there is an issue you're running into, chances are you'll find the answer in one of those three places.
- Analytics for the Campaign Builder is in-depth and provides our team with what we need.
- Contact dashboard.
- The drag-and-drop email builder is very intuitive. There is an option to add your own email code in as well. If you're looking for a robust drag and drop email builder, I'd recommend looking at other options.
- Keap used to allow email recipients to click on a link within the email to pull up an HTML version. This was huge for our organization, as it allowed our global members to translate an email easily into their native language. This has been a huge pain point since they removed this option.
- Spam issues keep you from sending an email broadcast. For example, we were sending a lot of resources and free webinars to our members for COVID-19, as well as conducting industry research on how the pandemic is affecting the profession. "COVID-19" was marked as a spam word in their system, and because of it, we weren't allowed to send out emails with that word, even though it was specifically what we were talking about. You can usually work around these issues by rewording, but it still makes it a bit clunky. I'm a big fan of having the spam filter to keep you aware of issues in your copy, but it shouldn't keep you from sending an email. Keap customer support said to work around this, send via the Campaign Builder.
- Email broadcast reporting now only shows the first link clicked, rather than all links clicked. Ever since this has been implemented we have not been able to track ad clicks reliably.
Review of Keap (formerly Infusionsoft)
- Create workflows
- Manage Contacts/ Clients
- Email marketing with ease to compose beautiful emails
- Keap is a bit hard on the browser when operating
- CRM and automation
- eCommerce and payment integration
Less appropriate for organizations with a lesser number of contacts and less number of Account Managers to use the app.
Simple, intuitive automation software
- Newsletter sends
- Automated sales cadences
- Detailed contact records
- Pipeline reporting and modification
- Sometimes when they roll out updates, things get buggy.
- Lead scoring in Keap Pro
Great for All Contact Needs
- Email retention
- Task Tracking
- Contact management
- Ease of use
- Professional Invoices
- Cost of seat
Keap Your Contacts In The Loop
- Broadcast Design
- User Friendly
- Track all progress with contacts
- Price
- Contact upload
- Category Options for contacts
- Ease of using templates
Not getting Keap is probably a mistake
We duplicated several of the database tables with the API and maintained a local copy that is synced with the Keap database. If our servers ever go down or are hacked, we can restore the information from the Keap database. We have done a lot of API integration, which is quite easy to do with Keap. If the software doesn't do exactly what you need it to do, there are 3rd party solutions for MANY things...or you can code it yourself with the API.
- Automation
- API integration
- Sending email broadcasts and tracking results
- Create a default password for new contact records. This is a pet peeve.
- Let users use their own SMTP server for email deliverability
Our app uses over 600 tags. We segregate people and use tags to control access to member's area content and to control actions associated with member subscriptions and products.
Keap is for beginner email marketers
- Having the tag functions to save and manage contact lists
- Being user friendly with click and drop functions
- Being able to save emails broadcasts as well as duplicate them to ease the process
- More articles and videos on how to use the various functions of Keap
- Having representatives designated to certain regions or companies for a point of contact when help is needed
- More options when building the emails. While the click and drop options can be a plus, they can also be negative because you are limited to image and text sizing and positions
Keap - Not For The Weak of Heart
- Marketing automation
- Lead nurturing
- Opportunity tracking
- User interface
- Form builder
- Training materials
Keap is a Keeper
- Campaign Building
- Tagging Abilities
- Client Record Keeping
- Reporting
- Automation
- Email builder lacks features
- eCommerce is pretty weak and could use major updates
- User Interface seems dated
Keap is great for running your entire business operations
- Campaign building is the most user-friendly I've seen across other platforms.
- Emailing is effortless.
- The built-in online store has paid for the membership easily.
- As a Canadian the app isn't functional nor do we have access to the things US customers do.
- Built-in texting feature -- again, Canada doesn't have.
- Better reporting across campaigns.
With Keap, I can automate the dull parts of my business and focus on what I love to do!
- Automate weekly reminders.
- Connect to membership plugins.
- Send out broadcast emails.
- Modification of the appointment reminders.
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 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 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.
- 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.