Keap Review

Keap is an all-in-one CRM and automation platform built specifically for small businesses. It combines contact management, marketing automation, sales pipelines, payments, and more into one integrated system.

Keap is ideal for small business owners, solopreneurs, and growing teams who want to streamline their operations and scale their sales and marketing efforts. It helps solve common challenges like disorganized customer data, manual follow-up tasks falling through the cracks, and disconnected tools that don't work well together.

With Keap, you can capture leads, nurture them with personalized email and text marketing campaigns, convert them to customers, process payments, and provide excellent service to retain them. The visual campaign builder makes it easy to map out and automate your entire customer lifecycle.

Standout features include the CRM for contact management, customizable sales pipelines, landing pages and forms for lead generation, and seamless integration between its payments and invoicing system and the rest of the platform.

Overall, Keap is a powerful and flexible tool for small businesses that want to grow without the chaos and manual grunt work. It eliminates busywork, organizes your customer data, and puts repetitive tasks on autopilot so you can focus on serving your customers and growing your business. If you're looking for an affordable, user-friendly platform to manage your sales, marketing and operations, Keap is definitely worth checking out.

Keap: What Is the Product?

Keap is a comprehensive small business CRM and automation platform designed to help small businesses save time, grow revenue, and manage their operations more efficiently. It combines customer relationship management, marketing automation, sales pipeline tools, and business process automation in one integrated solution.

What Are Keap's Main Features?

Keap is built for small businesses and entrepreneurs looking to streamline their sales and marketing processes, improve customer relationships, and automate repetitive tasks. It helps users solve common go-to-market challenges like lead capture, nurturing, sales conversion, and customer retention.

CRM

Keap's CRM allows businesses to manage their customer list, track interactions, and maintain detailed contact records. It provides a centralized database for customer information, helping businesses build stronger relationships and personalize their communications.

Automation Builder

The automation builder enables users to create custom workflows for marketing, sales, and business processes. Users can automate repetitive tasks, set up trigger-based actions, and create complex multi-step campaigns to nurture leads and customers automatically.

Email & Text Marketing

Keap offers robust email and text marketing capabilities. Users can create and send targeted email campaigns, automated follow-ups, and personalized text messages to engage leads and customers throughout their lifecycle.

Sales Pipeline

The sales pipeline feature helps businesses track and manage their sales opportunities. It provides a visual representation of the sales process, allowing teams to move deals through stages, set tasks, and forecast revenue more accurately.

Landing Pages & Forms

Keap includes tools to create landing pages and lead capture forms. These features enable businesses to collect leads, grow their contact list, and integrate lead generation efforts directly with their CRM and marketing automation workflows.

Payments

The integrated payments feature allows businesses to process transactions, create invoices, and manage billing directly within the platform. This streamlines the sales process and helps improve cash flow management.

Keap Pricing

Keap offers a single pricing plan starting at $224/month when billed annually or $299/month when billed monthly. The price scales based on the number of contacts and users. Pricing includes CRM, marketing automation, sales automation, and customer service features.

Keap Plan

• Starting at $224/month billed annually or $299/month billed monthly
• Includes 2 users (additional users $39/month each)
• 1,500 contacts included (additional contacts available at tiered pricing)
• Full suite of CRM, marketing, sales, and service features

Key features include:

• CRM and contact management
• Email marketing and automation
• Appointment scheduling
• Quotes and invoicing
• Sales pipeline
• Landing pages and forms
• Text marketing (additional fee)
• Mobile app
• Reporting and analytics

Implementation services are required to help with setup and onboarding. Pricing for implementation services is not disclosed on the page.

Keap Capterra Review Summary

Keap (formerly Infusionsoft) generally receives positive reviews, with users praising its customization and automation capabilities. However, some users find it complex and expensive.

• Link to Reviews

Pros

• Highly customizable
• Advanced automation features
• Good email deliverability
• All-in-one CRM solution

"Incredibly high level of customization. Automation options are way above your beginner CRMs. Deliverability & email server reputation seem good." - Source

Cons

• Steep learning curve
• Can be expensive for small businesses
• Complex interface

"The only downside is that it can be a bit pricey, but if you are looking for a comprehensive CRM solution, it is worth the investment." - Source

Keap is well-suited for growing businesses that need advanced automation and are willing to invest time in learning the system. It may not be ideal for very small businesses or those looking for a simple, low-cost solution.

Keap G2 Review Summary

Keap receives generally positive reviews on G2, with users praising its automation capabilities and ease of use. However, some users note areas for improvement in certain features and pricing.

Link to Reviews

Pros

• Powerful automation features for email marketing and follow-ups
• User-friendly interface for setting up campaigns and sequences
• Effective CRM integration for small businesses

"As a busy CEO who is both marketing and sales, Keap has helped me take a lot of follow-up tasks off my plate. Huge win." Source

Cons

• Pricing may be high for some small businesses
• Some users report a learning curve for advanced features
• Limited customization options in certain areas

"When assessing the two solutions, reviewers found Zoho CRM easier to use, set up, and administer. However, reviewers preferred doing business with Keap overall." Source

Keap appears to be an excellent choice for small to medium-sized businesses looking for a comprehensive CRM and marketing automation solution. However, it may not be the best fit for larger enterprises or those requiring highly specialized features.

Reddit Review Summary

Sentiments about Keap (formerly Infusionsoft) are mixed, with some users praising its value and features, while others report negative experiences and warn against using it. The contrasting opinions suggest that user satisfaction may depend on specific business needs and expectations.

Pros

• Considered the best value for businesses with 10K contacts and 3-5 users, offering competitive pricing
• User-friendly interface that appeals to some users

"Keap, formerly Infusionsoft, has the best system for 10K contacts and 3-5 users for under $450/month and no set up fee on the market." - Reddit user

Cons

• Reported issues with email deliverability and IP addresses affecting multiple clients
• Some users describe it as a "nightmare" company with poor customer service

"They are absolutely nightmare horrible evil company. Nobody uses this. Please I'm warning you, that you must not use this email service at all ..." - Reddit user

Keap may be suitable for small to medium-sized businesses looking for an all-in-one CRM solution with marketing automation features. However, it might not be ideal for companies prioritizing reliable email deliverability or those seeking consistently positive customer support experiences.

Keap

• LinkedIn URL

Keap is an all-in-one CRM and sales & marketing automation platform with over 35,300 followers on LinkedIn. The company actively shares content about growing businesses, lead generation, and using their platform effectively. They offer resources like guides on LinkedIn marketing and lead generation. Keap Pro is highlighted as a comprehensive solution for capturing, organizing, and nurturing leads. While specific user reviews are not provided, the company's strong follower base and consistent content creation suggest positive engagement with their audience.

Keap's TrustPilot Reviews

The sentiments for Keap are generally mixed, with both positive and negative reviews present. Users seem to appreciate certain features while expressing frustration with others.

Link to Reviews

Pros

• User-friendly interface
• Effective automation tools
• Comprehensive CRM features

"Keap is a great product, cost-effective, and has more bells and whistles then I know what to do with." Source

Cons

• Customer support issues
• Pricing concerns for small businesses
• Learning curve for new users

"It's absolutely terrible now in 2021. Not sure about some of these older posts, but its unusable now, they ruined a perfectly good service." Source

Keap appears to be a robust tool for businesses looking for comprehensive CRM and automation features. However, it may not be suitable for very small businesses or those requiring extensive customer support.

Who Keap Is Best For

Keap is an ideal solution for small to medium-sized businesses looking for an all-in-one CRM and marketing automation platform. It caters particularly well to growing companies that need advanced features to streamline their sales and marketing processes.

For go-to-market teams, Keap offers a centralized system to manage contacts, automate email campaigns, track leads through the sales pipeline, and provide customer service. Its customizable automation capabilities allow teams to create targeted marketing journeys based on lead behavior and preferences. This can help boost conversion rates and drive revenue growth.

The platform is best suited for go-to-market teams of around 3-5 users with a contact database of up to 10,000. Keap's pricing model, which includes a base fee plus additional costs per user and contact, provides a scalable solution for businesses as they expand.

However, Keap does have a learning curve due to its extensive features and customization options. It requires an investment of time to set up and learn the system. Therefore, it may not be the best fit for very small teams or those needing a basic, out-of-the-box CRM.

Businesses prioritizing advanced marketing automation, sales pipeline management, and customer service tools will find Keap's robust feature set valuable. But those mainly focused on email marketing should be aware of some reported issues with deliverability.

Overall, Keap is a powerful option for growing go-to-market teams willing to invest the time to maximize its capabilities and who need a comprehensive solution to manage the entire customer lifecycle. Its automation features, customization options, and scalable pricing make it an attractive choice for small to mid-sized businesses.

Final Thoughts

Keap is a robust all-in-one CRM and marketing automation platform that offers a comprehensive solution for small to medium-sized businesses looking to streamline their sales and marketing processes. With its advanced features, customizable automation capabilities, and scalable pricing model, Keap is well-suited for growing go-to-market teams of around 3-5 users with a contact database of up to 10,000.

The platform's centralized system allows teams to manage contacts, automate email campaigns, track leads through the sales pipeline, and provide excellent customer service. However, Keap does have a learning curve due to its extensive features and customization options, requiring an investment of time to set up and learn the system.

Businesses prioritizing advanced marketing automation, sales pipeline management, and customer service tools will find Keap's robust feature set valuable. However, those mainly focused on email marketing should be aware of some reported issues with deliverability.

Overall, Keap is a powerful option for growing go-to-market teams willing to invest the time to maximize its capabilities and who need a comprehensive solution to manage the entire customer lifecycle. Its automation features, customization options, and scalable pricing make it an attractive choice for small to mid-sized businesses looking to drive revenue growth and improve their sales and marketing processes.

‍