"Trusted by 200,000+ entreprenuers"
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Pros
  • Appointment scheduling with calendar integrations
  • Strong contact management features
  • Customizable sales pipeline
  • Payment processing and checkout pages
Cons
  • The advanced reporting features are only on higher plans
  • The tool Is often considered complex by newer users
Company Background

Keap, formerly known as Infusionsoft, was started in 2001 by brothers Scott and Eric Martineau along with their partner Clate Mask. In the last 20 years, it has grown into a popular CRM and email marketing solution for small and medium businesses.  Over the years, its product suite has evolved into an all-in-one platform for marketing and sales with additions such as landing pages, payment processing, analytics, and much more. In the end, Keap makes it possible for its customers to focus on their core business because it has built a solid platform that helps them grow.

Plans & Pricing

The platform is divided into three main pricing plans which start at 500 contacts and 1 user. The limits can be increased up to 25,000 contacts online before you need to contact the sales team for custom pricing. Each plan builds on the features of the previous one.

Every plan has mandatory expert coaching designed to help new customers get up to speed with the platform. The coaching has a flat fee of $499. Keap is a more expensive than similar CRMs but it does offer a wide range of features that many CRMs don’t have like checkout pages.

Lite
$40/mo
14-day FREE trial
Pro
$80/mo
14-day FREE trial
Max
$100/mo
14-day FREE trial

Lite

The entry-level plan starts at $40/month for three months then increases to $79/month. It provides the main CRM features like contact management, segmentation, sales task automation, and contact categorization. It also provides the ability to quote clients instantly, set up appointments, send out invoices for work done (and accept payments through the invoices), email marketing, and email client integration.

Pro

The Pro plan is $85/month for the first three months then $169/month thereafter. It builds on the Lite plan by offering even more tools to convert customers. This includes landing pages, sales pipeline management, email split testing, subscription management, and access to reporting tools.

Max

The largest plan on offer from Keap starts at $100/month for the first three months then increases to $199/month. It’s ideal for businesses that are a bit more established and would like to incorporation a lot of automation in their workflows. Customers have access to lead scoring, a more powerful and customizable dashboard, upsells and cross sells, promotional codes, deep analytics, and more.

Features & Functionality
General Features

The platform does justice to CRMs with the tools and features that it provides. There’s an emphasis on automation that’ll allow you to cut down on manual work and build better customer relationships at scale. It also makes inroads into marketing software by providing customers with the ability to create landing pages, email marketing campaigns, and appointment scheduling.

Email marketing and automation

Keap has long since expanded into the email marketing space and provides tools that give customers the ability to do everything from sending out newsletter blasts to setting up drip campaigns. It provides the flexibility to segment contacts, use behavior-triggered email messages, and even A/B test messages. It also uses algorithms in the background to help customers improve campaign results over time.  

Appointments

The platform has a robust built-in calendar that can be accessed via the web interface or the mobile application. Users can set up their availability, the meeting length, and send out reminders to prospects and clients that have booked an appointment. Of course, it integrates with popular calendars like Outlook and Google Calendars.     

Landing pages

Another entry to the marketing features aspect of Keap is the landing page builder. As any business working online will say, landing pages are crucial. Keap offers a wide range of professional-looking templates that allow customers to build quality pages in a fraction of the time. If you want to build a page from scratch then its drag and drop editor should be familiar to most people. It integrates deeply with the web forms feature and makes it simple to segment new leads.

 

Features
  • Workflow Capability
  • Document Management
  • Social Network Integration
  • Integration API's
  • Customization
  • Data Import & Export
  • Test Environments
  • Project Management
Marketing Automation

The bread and butter of Keap is marketing and sales automation. It has a drag and drop automation builder that works via If/then logic. If this action is performed then do this. It’s ideal for keeping leads engaged, routing them to the right people, setting up sales sequences, and moving contacts along the pipeline when they’re still hot.

Features
  • Lead Management
  • Email Marketing
  • Campaign Management
Sales Automation
Features
  • Opportunity & Pipeline Management
  • Desktop Integration
  • Contact Management
  • Product & Price Management
  • Customer Contract Management
  • Call Management
  • Channel Management
Analytics & Reports

True reporting in Keap starts with the pro plan and it can get as detailed as you need it to be. Each aspect of the tool such as email marketing or pipeline activity has its own reports. Oftentimes, those reports can be customized based on the information you find important.

As far as integrations go, Keap integrates with a small collection of robust tools such as Gmail, Typeform, Zapier, and Optinmonster. There’s also an API that third-party platforms can use to integrate directly with Keap without being included in its directory.

Features
  • Reporting
  • Forecasting
  • Marketing Analytics
Ease of Use

Keap has been in a constant battle to merge simplicity with its sprawling functionality. It combines automation appointment scheduling, CRM tools, reporting, etc. into one platform. At times, it can get complex – especially for users new to CRM software. That’s part of the reason why there’s mandatory coaching before you can register a new account.
There is a steep learning curve for many of the features but someone that has used an email marketing or CRM tool before should be able to get a general understanding of the platform on their own. For new customers, mandatory coaching is extremely important.

Customer Support

The company has many support options, the reps respond quickly, and they’re knowledgeable enough to solve most problems on the first interaction.

Additional support:

Community Forum
There’s a community forum available which tends to deliver fast answers

Blog
The blog covers topics like marketing, sales, growth, customer service, and business management.

24/7 Help & Support
24/7 Help & Support
24/7 support to all clients, regardless of pricing plan.
Phone Support
Phone Support
Available on weekdays from 6 AM to 7 PM.
Live Online Chat
Live Online Chat
Available during the week at the same time as phone support
Video Tutorials
Video Tutorials
The company provides many video tutorials.
FAQ
FAQ
Multiple FAQ sections across website and a detailed knowledgebase
Final Word

Keap is a CRM that does so much more for small and medium businesses. It seamlessly integrates sales and marketing tools into one platform so brands are able to track their important metrics and deals in one place. Email marketing, appointment scheduling, contact management, payment processing, and sales pipelines are all represented within Keap. It’s more expensive than comparable CRMs but it offers functionality that encompasses multiple aspects of a business. It may be overkill if all you need is a CRM but it’s a great choice if you want a platform to combine multiple functions in one place. There’s a steep learning curve that you should be aware of but a detailed knowledge base and responsive support make it more manageable.

Daniel Ndukwu
Author: Daniel Ndukwu
Daniel is a small business owner at large helping his peers navigate the challenges they experience on a day to day basis. His philosophy is simple, if it isn’t broken you can still make it better.