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Small Business Automation and CRM Software

Keap CRM software is a robust client management and marketing automation software designed for small businesses and startups to govern all CRM activities from one dashboard. The system is powered by features like sales and marketing automation, lead management, contact management, etc. The software’s analytics dashboard enhances CRM strategies with complete insights on leads, marketing campaign performance, sales reports, and payment details. Users can generate reports based on audience segmentation and offer personalized experiences to customers. . The software has native integrations with tools like accounting, payment, and invoice, making selling more convenient. The free trial of the Keap CRM tool allows interested users to test and customize as per their business needs.
Infusion Software Inc
2001
United States
  • Accounting
  • Information-technology-services
  • Logistics-supply-chain
  • Marketing-advertising
4 Industries
  • English
1 Language
Industries
  • Accounting
  • Information-technology-services
  • Logistics-supply-chain
  • Marketing-advertising
Licensing & Deployment
  • Proprietary
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
Support
  • Chat
  • Phone
  • 24x7 Support
Knowledge Base
  • Help Guides
  • Video
  • Blog

Media

Keap
Keap

Keap Core Features

Focus of CRM Feature
  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Custom Dashboard
  • Email Integration
  • Forecasting & Analytics
  • Lead Management
  • Pipeline Management
  • Sales Automation
  • Workflow Automation
Focus of Marketing Automation Feature
  • A/B Testing
  • Analytics/ROI Tracking
  • Campaign Management
  • Email Marketing
  • Google AdWords Visibility
  • Lead Management
  • Sales Intelligence
  • Search Marketing
  • Segmentation and Targeting
  • Social Marketing
Focus of Lead Management Feature
  • Contact Management
  • Email Integration
  • Lead Capture
  • Lead Nurturing
  • Lead Scoring
  • Pipeline Management
  • Sales Tracking
  • Source Tracking
Focus of Sales Force Automation Feature
  • Campaign Management
  • Customer Communications
  • Email Marketing
  • Lead Management
  • Opportunity Management
  • Proposal Generation
  • Sales Forecasting
Focus of Lead Generation Feature
  • Contact Database
  • Landing Page Builder
  • Lead Capture
  • Lead Nurturing
  • Lead Scoring
  • Pipeline Management
  • Prospecting Tools
Focus of Real Estate CRM Feature
  • Client Manager
  • Lead Generator
  • Campaign Management
  • Contact Management
  • Reports & Analytics
  • Sales & Listing
Focus of Healthcare CRM Feature
  • Alerts/Notifications
  • Appointments
  • Campaign Management
  • Patient Management
  • Reports

Keap Pricing

Pricing Type
  • Flat Rate
Preferred Currency
  • USD ($)
Free Version
  • No
Free Trial
  • 14 Days Trial
Payment Frequency
  • Monthly Payment
  • Quote Based
Vendor pricing page Get Free Trial
Plans & Packages
Standard
$249 Per Month

Keap Reviews

13
Total Reviews
4.0/5
Overall Rating
0
Recent Reviews

What Users Say

Keap honest review
Aman
Aman , Owner at Keap
Great Tool for Many Businesses
Moe Bahidra
Moe Bahidra
Good experience with Infusionsoft
Deep Sharma
Deep Sharma
Good tool for our company
Axis Web Art Pvt Ltd
Axis Web Art Pvt Ltd
Overall Experience: Good
George Mirov
George Mirov , Client Services Manager at MXOtech, Inc

What Users Like The Most

  • The most standout feature of Keap is its marketing automation. The ability to create and automate personalized email campaigns, follow-up sequences, and drip campaigns is incredibly powerful. I was able to nurture leads without having to manually track each interaction.

What Users Like The Least

  • One area where Keap could improve is in pricing. While the software offers great features, it can get quite expensive for smaller businesses, especially if you're looking to unlock advanced functionalities. The higher-tier plans also seem to be more suited to businesses with larger teams or more complex needs, which might not be a perfect fit for solo entrepreneurs or smaller operations.

Keap Reviews

4.0 13 Reviews
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Aman

Keap honest review

Using Keap has been a generally positive experience. As an all-in-one CRM and marketing automation tool, it provides a lot of value for small businesses and entrepreneurs. The interface is clean and intuitive, making it easy to get started even for users with limited technical experience. The platform's ability to automate repetitive tasks, manage customer data, and streamline communications is something that really sets it apart from other CRMs. However, it does have a learning curve, especially when it comes to more advanced features like workflow automation and email marketing campaigns. The support documentation is quite helpful, but I found that I needed to spend some time experimenting with the different tools to fully understand their capabilities.

What was the project name that you have worked with Keap?

CRM Software

How long have you used Keap?

1 Years

How frequently you use Keap?

Daily

How do you find pricing of Keap?

mid-tier

What do you like the most about Keap?

The most standout feature of Keap is its marketing automation. The ability to create and automate personalized email campaigns, follow-up sequences, and drip campaigns is incredibly powerful. I was able to nurture leads without having to manually track each interaction.

What do you like the least about Keap?

One area where Keap could improve is in pricing. While the software offers great features, it can get quite expensive for smaller businesses, especially if you're looking to unlock advanced functionalities. The higher-tier plans also seem to be more suited to businesses with larger teams or more complex needs, which might not be a perfect fit for solo entrepreneurs or smaller operations.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Jonathan Tian

Keap helps us to obtain constructive sales leads for our business

In CreditYelp business operations, we use Keap as our marketing automation tool. It also serves as a good customer relation software for us to collect, organize and track the data to acquire better leads for our consistent sales. The user-friendly interface is one of the pros of this tool, and fewer customization features seem to be the disadvantage we face with this software. We have been using this software for more than a year. Once a month, we connect with this tool to obtain constructive sales leads for our business.

How frequently you use Keap?

Daily

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Jarrod Partridge

Email marketing Tool

At F1 Chronicle we use (and love) Keap(Infusionsoft) because although it has the nickname 'Confusionsoft' we find the simplicity of their drag and drop broadcasts for newsletters perfect for our team, which often includes VA's with little experience on the platform. When we want to run reports, we're able to get such granular detail on people on our list, then tag and target them with either nurturing sequences via email, or with Facebook ads. An often overlooked thing is deliverability, so using this trusted platform has definitely helped us to hit more inboxes instead of 'promotion' or spam folders too. On the downside, it is a pain to set up products and order forms if you want to sell online products.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Eddy Rivas

Best

Best

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Al Guertin

Clone yourself

Infusionsoft essentially allows me to cline myself. I an automate many aspects of my business so systems and processes are executed without needing my attention. This allows me to work on my business instead of in my business.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Lynda Johnson

Infusionsoft

As a first time user, who is "time poor" I found it overly complicated, some things didn't work how I'd expect and it's too expensive. I wish I'd gone down click funnels.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Luke Marshall

Automate your business

Infusion soft is not for the unengaged business owner as it will have a learning curve. However they offer excellent support and training and the end result will save you time and potentially increase your sales. Definately worth a hard look

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Anna Weltman

A software that does practically everything for you!

We used Infusionsoft at our company which is a retailer of medical supplies and devices for the spinal-cord injury population. It is a way to keep track of sales within our customer base and help us to identify where we need to 'stir up the pot' more or loosen the reins! I found it to be extremely easy to learn and use, and great for team-interacting when multiple people are accessing the same customers. There is so much functionality that we really didn't need to leverage any other software nor learn additional tools. It has allowed us to scale our business efficiently and professionally. I highly recommend it!

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Moe Bahidra

Great Tool for Many Businesses

Pros: Easy user interface. Cons: No native integrations.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Deep Sharma

Good experience with Infusionsoft

Pros: Easy to use Cons: Not sure

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Axis Web Art Pvt Ltd

Good tool for our company

Pros: So good with the sales funnel. Cons: None

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
George Mirov

Overall Experience: Good

Pros: Custom campaigns Cons: Can be overwhelming to manage and slow at times.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Eddy Rivas

Best CRM & MArketing Automation Software

Pros: Infusionsoft is really robust. It offers a variety of options for the campaign automation and can really help those who need a more detailed automation process. According to Marketing Automation Software, The reporting system is also very detailed. You can get reports on contacts, emails, etc. It helps when you need to know exactly how your campaigns are doing especially when you have a lot of them. Cons: The biggest con for Infusionsoft is its learning curve. It's a robust system, but that comes at the cost of a bad UI, hard to learn automation and a confusing development process. The backend of Infusionsoft has a lot in it and that often results in trying to find certain options or settings that aren't always where you'd think they'd be. According to Marketing Automation Software, The development API is poorly documented and just as confusing as the Infusionsoft UI. We built a web application that connected to our Infusionsoft account, but it was a confusing process to setup and also ran pretty slow with next to no options to optimize it.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating

Keap Resources

Strategic Planning for Small Businesses
Top 10 Places to Find Lost Leads
25 Things Every Business Should Automate
Small Business Guide To Content Marketing
The Ultimate Guide To Finance And Payments For Small Businesses
The Non-Writer’s Guide To Writing Marketing Copy That Attracts
Take Your CRM contact list to the next level with segmentation
A Comprehensive Guide to Lifecycle Marketing
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