Item: Keap
Rating: 10
Author: CJ Smith

Use Cases and Deployment Scope

Keap helps us manage our sales, client onboarding, and fulfillment for our company as well as the small business clients we support. For us, it's more than a sales and marketing automation tool. We use every single feature that Keap Pro/Max has to offer, including but not limited to Checkout Forms, Landing Pages, Lead Capture Forms, Invoices, QuickBooks Online integration, Email, Phone, Text, and more. Literally, every single feature. For us, Keap addressed the fact that we were using multiple apps to manage basic processes, we lacked visibility into our operations, and we didn't really have a seamlessly integrated sales and client onboarding process. Now, we have all of those things and it's all bundled in one pretty cool app.

Pros and Cons

Checkout forms.
Invoices.
Workflow automation.
CRM pipeline.
Phone.
Texting.
Forms.

Reporting.
Landing Pages.
CRM Views and Filtering (e.g. list view).

Return on Investment

Saved at least 10 hours per week.
Increased client retention.
Processes that work even when I'm not working.

Alternatives Considered

Pipedrive and Zoho CRM

Keap is in a little bit of a different league as it's more of an all-in-one but there are similarities and differences that are worth comparing. Keap is a more comprehensive tool where you're getting most of your key business management features ranging from invoicing to email marketing and everything in between. One of the biggest benefits to the solo CEO or business owner with a small team is the ability to eliminate the cost of all those other applications. What's lacking in Keap that you'll find in the other CRMs (like Pipedrive and Zoho specifically) is reporting, customizable views and dashboards, and better role-based permissions and controls. This is specifically referring to Keap Pro and Max (not Keap Classic).

Key Insights

Do you think Keap delivers good value for the price?

Yes

Are you happy with Keap's feature set?

Yes

Did Keap live up to sales and marketing promises?

Yes

Did implementation of Keap go as expected?

Yes

Would you buy Keap again?

Yes

Other Software Used

ClickUp, QuickBooks Online, Zapier

Likelihood to Recommend

Keap is perfect for solo CEOs and businesses with small teams. We've found that it works really well for service-based business owners and not as well for product-based or e-commerce businesses. It's also not great for large sales teams that want to work in one app. Solo CEOs and teams of 2-10 really see the benefits and power of Keap, and it's able to really take their business to the next level.

Keap is the perfect tool for serviced based businesses with small teams.

Software Version

Overall Satisfaction with Keap (formerly Infusionsoft)