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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 …
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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)
    8.1
    81%
  • Email deliverability reporting (149)
    7.4
    74%
  • Standard reports (144)
    5.5
    55%

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.

7.7
Avg 7.9

Email & Online Marketing

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

7.1
Avg 7.7

Lead Management

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

7.9
Avg 7.9

Campaign Management

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

7.7
Avg 6.8

Reporting & Analytics

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

6.3
Avg 8.1

Platform & Infrastructure

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

6
Avg 7.8
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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

(378)

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

(1-25 of 185)
Companies can't remove reviews or game the system. Here's why
Taylor Hicks | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use Keap for all sales and customer service automation, in addition to marketing campaigns. Keap helps us stay in regular and easy contact with leads, clients, and partners by scheduling out communication cadences with automated tasks. We also send all one-off communications and newsletters through Keap. The reporting and functionality are exactly what we had in mind for our business when we began pursuing joint CRM/marketing software.
Armand Panganiban | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Keap is being used in several different ways. Primarily in lead nurture. We use a Keap form to collect lead contact info. From there, we have automated email sequences to build a relationship with the lead. We also use Keap for customer testimonials. After a lead has been purchased, we send them an automated sequence that asks for feedback.
July 06, 2023

Keap Pro

Ashley Voltoline | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
ResellerIncentivized
We have been using Keap for three and a half years now in our own business: to send invoices, accept payments, send emails and make calls and texts. The Pipeline in Keap Pro has been super helpfun for us to visually see where each of our leads is at in the sales process. Being able to automated follow up has enabled us to grow.
TJ Nigro | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
In our organization, we utilize Keap to streamline our customer relationship management (CRM) processes. Keap helps us address business problems such as managing leads, automating marketing campaigns, and organizing client communication. Our use case with Keap encompasses capturing and nurturing leads, tracking sales activities, and maintaining personalized customer interactions, ultimately enhancing our overall efficiency and customer satisfaction.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
February 07, 2023

Highly Recommend Keap!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Keap as our CRM to keep track of our current sales pipeline. Keap makes it easy to actively engage and keep track of all of your marketing going out. The biggest take away I can say about Keap is the AUTOMATION it provides. This will save you a lot of time and money! We have emails going out every day to our database with drip marketing and it's all automated! 99% of our campaigns are automated by a click of a button!
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Keap is as close as you can get to have 2 core services in one. The CRM is powerful and useful, but the automation mail delivery is really where the magic happens. You can create as many layout you want for as many situation you may posible need and for our business, this tool is the one that we keep because addresses also invoicing and schedule meetings. Really is a all in one solution for SMBs.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
As a non-profit and for profit fundraising and sales consultant I use keap to manage my list, send my blog, track my client work, register workshop attendance, promote program sales, create email marketing sequences, and serve as my shopping cart. With a list of 15k, I use keep to segment my list to provide the best fit for list members. It's also served me well as a cart.
Ryan Pond | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
From email to product orders, leads to past patients, if someone that doesn't work for the business comes in contact with it then Keap is likely the underlying system that made that interaction happen.

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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Keap has been crucial to our organization's success and longevity, while allowing us to deliver mass amounts of personalized content at an astoundingly easy rate.

I use Keap in my organization mainly as a Customer Relationship Management and as a database for our prospects, referral partners, and active clients. It is a software that is essential to the daily operation of the business as well as the role I play at Credilife, which is primarily sales-oriented. We use FixYourFunnel as well, which is integrated with Keap and it makes it easy for me to make calls and texts that are automatically tracked and recorded which makes marketing very easy. It also is a database where every one of our leads or clients is in, and it directly addresses our need for information management.
Score 10 out of 10
Vetted Review
Reseller
Keap solves many problems in our business, but the ability to serve our audience 24/7 is a key benefit. This takes the form of collecting leads from various inquiry types on our website and people being able to book online themselves, to clients being able to pay online whenever it suits them. It allows me to capture and convert more leads, save hours, and get a competitive edge over my competitors.
Score 10 out of 10
Vetted Review
Verified User
Keap is being used by my entire organization. It has allowed us to manage our business processes using the pipeline feature, streamline our communication with campaigns, and broadcast and organize our customer database using tags and groups. It has solved many challenges for our team by eliminating repetitive responses by using templates, saved us time with easy quotes and mass communication with targeted broadcasts, and helped us streamline our engagement with our leads and clients using campaigns. We love it so much it has become a staple in the way that we approach helping our clients. We assess their business software and are able to eliminate unnecessary and expensive software and replace it with Keap. With Keap, we are able to help them get the business strategy and processes that are stuck in their heads into sales and process pipelines that allow them to duplicate delivery and provide consistency in client services and the overall client experience. With Keap, we help them get away from the never-ending task list by helping them automate and provide efficient follow-up. We even show them how to organize using the task list in Keap to ensure visibility to deadlines and tasks that can not be automated. Finally, as we work with the client on business challenges and help them prioritize needed improvements, they are able to see the light to their happy place where they can be owners and visionaries that can truly focus on creating value for their clients and growth for their company. We use Keap to help small businesses get out of the box and back to the business they love!
Brett Fairbourn, M.Ed. | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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.
October 27, 2022

Best bang for your buck!

Austin Moorhead | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
We use Keap, both internally, to manage our day-to-day and assist our clients with the use of it. Keap manages our leads and customer communications, referral commissions, merchant accounts, integrates with our phone & several other applications that we use, and a ton of custom reports that gives us insights into our KPIs.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use Keap to automate almost every customer-facing interaction after the point of opt-in. So, once a lead signs up for something, they're added to my Keap CRM, and then the automation kicks in to fulfill the expectation that was set and to guide them forward. I've designed an intentional customer journey, which helps systematically turn prospects into customers - and Keap's automation is the backbone of this experience. The automation not only delivers what the prospect has requested but also follows up with them to help them continue making process. It guides them toward a purchase, and after they've signed up as a customer, the baton is passed to a different set of automation that welcomes the new member and helps them feel comfortable with what to do next. The peace of mind I get from having my CRM, marketing automation, and e-commerce features all under one roof is unrivaled. It helps me feel confident that I know the experience my leads, prospects, and customers will have is exactly what I've designed.
Nancy Seeger | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
ResellerIncentivized
Keap is the marketing automation software that has run my last two companies.

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
Richard Bueckert | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Keap to capture our incoming lead information, then we leverage Keap's automation to move our prospects to buyers. Because of Keap's powerful segregation and decision features, we're able to deliver a bespoke experience to all of our clients. Additionally, we use Keap to automate and track service delivery and collect most of our payments. We also use Keap to automate many of our internal processes like recurring weekly assignments and the hiring process for several different postions.
Score 10 out of 10
Vetted Review
ResellerIncentivized
I use Keap in all aspects of my business, from invoicing to appointment setting to referral requests to long term nurture. It saves me tons of time, reminds me who I need to follow-up with, notifies my customers when they need to update their info or book call with me, and provides me the reporting I need to understand where my business is today, so that I can plan for tomorrow.
Venkatesh Srinivasan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We use Keap for email automation and other tasks. What keeps it high is it can be integrated with many applications, which is very much useful for small businesses. They also have many training materials available to help small businesses like us to train ourselves to get more output.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
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