Top Pick

Keap Description

Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.

Pricing

Pricing Starts At:
$40 per month
Free Trial:
Yes

Integrations

Reviews - 11 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
Keap
Year Founded:
2001
Headquarters:
United States
Website:
keap.com
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Product Details

Platforms
SaaS
iPhone
iPad
Type of Training
Documentation
Live Online
Webinars
In Person
Customer Support
Phone Support
Online

Keap Features and Options

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Marketing Software

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Marketing Automation Software

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Billing and Invoicing Software

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Lead Nurturing Software

A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Appointment Scheduling Software

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

Contact Management Software

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Lead Management Software

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Customer Communications Management Software

Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content

Campaign Management Software

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Quoting Software

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

eCommerce Marketing Software

AB Testing
Abandoned Cart Email
Analytics / ROI Tracking
Customer Data Profiles
Dynamic Content
Email Marketing
Email Personalization
Facebook Ads
Google Ads
Product Recommendations
Push Notifications
Retargeting
SMS Marketing
Search Marketing
Segmentation
Signup Forms & Popups
Social Marketing
Triggered Emails
Website Visitor Tracking

Keap Lists

  • Name: Sachin D.
    Job Title: Sales and Marketing Manager
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Effective and easy to use platform

    Edited: Nov 03 2022

    Summary: I really loved how Keap automates the lead follow-up process. It merges all our marketing campaigns, sales lead generation and customer relationship management in one place. Its additional CRM feature gives us the power to communicate with generated leads without having additional programs. Overall, I highly suggest Keap if you want to generate high-quality leads and manage customer relations on the same platform.

    Positive: Keap is a very updated platform and has a very simple and easy-to-navigate interface. It automatically identifies possible leads and showcases them in an organized manner. Its automation features like follow-up mode directly connect with leads. It has wide customization options for email designing and campaign modification. Also, the emails bounce rate is very low.

    Negative: The campaign reporting has a low amount of data to examine. No other con.

    Read More...
  • Name: Steven K.
    Job Title: Serve Pastor
    Length of product use: Less than 6 months
    Used How Often?: Monthly
    Role: User, Administrator, Deployment
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Infusionsoft rocks!

    Date: Apr 03 2021

    Summary: Overall, I highly recommend infusionsoft, It has been a great tool for our team! Love having the sales and marketing stuff all in the same area!

    Positive: We love infusionsoft! It works great. Having our sales and marketing processes in the same system is a huge win!

    Negative: The only downside to infusionsoft is the price. Pretty expensive for startups.

    Read More...
  • Name: Michael W.
    Job Title: Technical Support Manager
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Infusionsoft provides email marketing for small businesses

    Date: Mar 30 2021

    Summary: The platform has provided us with excellent sales and promotion management tools such as website tracking and social media lead tools. In addition, functions that make up the marketing add-ons. Although its shortcomings in its internal operation as communications with partners can be a limitation.

    Positive: This application provides management and access to customer database and timely tracking of customer updates. It serves financial functions such as payment and customer management. Apart from having a state-of-the-art automated system, Infusionsoft allows you to manage shopping pages and coupon codes.

    Negative: Apart from not having a system for storing documents and other files, the application does not provide interaction with work groups through internal chats. It leaves out influence tracking and overhead tracking functions. Likewise, it does not operate to keep track of time or life cycle of consumers in our database.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Senior Technical Support
    Length of product use: Less than 6 months
    Used How Often?: Weekly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Multi-Functional CRM

    Date: Aug 27 2020

    Summary: Keap is the best multi-functional tool that allows us to manage sales, marketing and campaigns. The functionality it offers is more than any other CRM tool. Overall we had a positive experience with it.

    Positive: (+) Its the best multi-benefit CRM tool.
    (+) Its analytics and reporting are on point details.
    (+) Marketing campaigns are easily managed by Keap.
    (+) Keap CRM helps to boost sales.

    Negative: (-) We had an overall positive experience with it. No cons.

    Read More...
  • Name: Mohit V.
    Job Title: Operation manager
    Length of product use: Less than 6 months
    Used How Often?: Weekly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Email Marketing and CRM on single platform

    Date: Jul 02 2020

    Summary: Now Email marketing and Customer Relationship Management is easy to execute in a business. Infusionsoft comes with integrated email marketing and CRM makes a solid choice for me. It helps me to combine multi features on a single platform.

    Positive: Infusionsoft helps to combine CRM and marketing into one platform. It gives many marketing customizations, landing page builder, personalized emails. It makes email marketing automated.

    Negative: I enjoyed using happy with Infusionsoft features and services.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: CEO
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Works well

    Date: May 12 2020

    Summary: Overall it's a good tool and has a lot of great features that work very well and can automate a lot.

    Positive: Powerful all in one tool that can be used for just about any business to implement online sales and email marketing.

    Negative: It's a little difficult to set up without knowing how to use it.

    Read More...
  • Name: Rebecca K.
    Job Title: Master instructor
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 1,000 - 4,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Infusionsoft does high caliber web monitoring

    Date: Mar 31 2021

    Summary: Its API makes it easy for us to integrate Infusionsoft with standardized services for financial management, so that we get to cover the entirety of our business operations by being able to deal with the marketing stages of each campaign and with the results collection stages. In other words, we will continue to use Infusionsoft because it is so good quality.

    Positive: The databases that we can add to the Infusionsoft platform can have different extensions, but generally the size of these is quite large, and the platform does not show any problems when importing them, which shows that it is optimized enough to deal with a lot of data.

    Negative: Automating the creation of marketing documents within Infusionsoft may not be the most appropriate due to the problems the platform has in mobilizing or managing files in general. In terms of price, Infusionsoft turns out to be one of the most expensive marketing automation services (up to $99 per month depending on the plan).

    Read More...
  • Name: Jason K.
    Job Title: Social Media Manager
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Infusionsoft has everything you need to manage your business

    Date: Mar 20 2021

    Summary: Infusionsoft maintains many features that other business services do not have or have left out, updating rather than eliminating them once they are discarded in current branding methodologies, which is why we find it so useful and so timeless. It's a good basis for aligning a business with PCI or GDPR policies.

    Positive: With Infusionsoft's internal tagging system it is plausible to create and attach tags to our business operations, so that they are easier to identify within task lists when working with several transactions at the same time. Creating a professional profile through Infusionsoft takes very little time.

    Negative: Once a professional account has been created on the Infusionsoft platform it is difficult to manage other users' accounts, having to go through authentication processes every time you go to log in. A login system should be implemented for multiple accounts in the same company.

    Read More...
  • Name: Mileydi L.
    Job Title: Professional in Corporate
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Very useful for my local business. I would certainly suggest to anyone who is in doubt

    Date: Jan 12 2021

    Summary: I feel that any individual who is in need of his resources must experiment. I suggest using the training provided. However, any type of small / medium sized business must have this program. It's the best there is, try it. It is generating many more leads in the installation. I feel that we are getting a better individual experience with this. I am also using it for staff training. I have a campaign where new people go through different video clips right from the start. It has been helpful.

    Positive: I like that everything is automated, and once configured, I don't need to do anything. In fact, it works well to do my lead tracking, as well as generate even more leads. It looks perfect, and it also looks like my people like it. Particularly our follow-up project. In fact, we have had very positive responses.

    Negative: There is a learning outline to this. I'm happy to have training. It can be a little challenging when you start, but it improves as you use it. I would recommend using some form of training on it. There is a lot of work before you start, once everything is set up, it’s fantastic.

    Read More...
  • Name: Chet N.
    Job Title: CEO
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great tool

    Date: Apr 26 2020

    Summary: Overall it's a great option to use for any business wanting to automate and nurture their leads online.

    Positive: They've developed this into a great all inclusive tool that any business can use and has everything.

    Negative: It's a very pricey platform especially if you have a lot of contacts.

    Read More...
  • Name: Gary D.
    Job Title: Owner
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Confusing Software

    Date: Sep 19 2021

    Summary: There are a lot of features you want to use. Problem is it's too confusing to use this software. Design could be a lot better.

    Positive: Build funnels to sell your products and services. More advanced marketing features that will help you sell online.

    Negative: Too confusing to use. Will take up a lot of your time to work with this software. For advanced marketing tech builders.

    Read More...
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