Keap CRM Review

Find out if the Keap CRM software is right for you. In this review, we'll discuss its key features so that you can make the right decision when choosing a business management software for yourself or for your company.

Yader Gil

October 1, 2022

Overview

Keap is an all-in-one sales & online marketing automation and CRM platform designed to help small businesses grow their customer base and revenue. With this tool, a small business owner can manage sales processes, automate their marketing tasks, and track customer data all in one place.

It cuts out repetitive tasks and busy work to make room for more important things, like developing relationships with customers and growing your business. Less work, more growth — that's the Keap way.

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CRM

4.2

1408

Ease of Use

Quality of Support

Ease of Setup

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‍What is Keap CRM?

Keap, formerly known as Infusionsoft, was launched in 2001 and was founded by Clate Mask and Scott Martineau. Its core offering includes:

Lead Generation
Automation
Email Marketing
CRM

But Keap's best feature is its strong CRM. Why? A CRM is only as good as its ability to help you manage your customer relationships effectively. And Keap's CRM does just that with its features, automation, and integrations. Plus, it's affordable for small businesses.

Best of all, Keap CRM is one of the easiest to use, with an understandable interface and straightforward tools. It provides valuable insights into your business and customers that help you make better decisions.

Who Should Use Keap CRM?

Now that we know what Keap CRM can do, let's look at who should use this tool:

Businesses Who Need A CRM With Ecommerce Tools

Keap is armed with all the essential tools for order checkout, invoicing, and payments. Hence, you can effortlessly track customer payments and send invoices via email. CRMs that don't have these ecommerce features make it hard to streamline your sales process from start to finish. So, if you're running an online store, Keap is a great choice.

Businesses Relying On Email Marketing Campaigns

Keap is also great for companies that rely heavily on email marketing campaigns. The software allows you to send unlimited emails and utilize its modern template library for your broadcasts and newsletters. Additionally, it gives you smart tips on how to improve your email open rates and increase delivery.

Businesses Needing A CRM With Advanced Sales Automation Tools

Keap provides a solid set of marketing and sales automation tools. It can be used to automate payments, invoicing, workflows, tasks, and text messaging. And that's something that not a lot of CRMs can boast about. If you need help automating your business processes, Keap is definitely worth considering.

Key Features

As mentioned, Keap is equipped or armed with intuitive tools for reporting and analytics, sales pipeline management, email marketing, sales and marketing automation, and client and lead management. What's more, it offers tools for order processing, invoicing, quotes, and payments.

But let's dive in at the most important features Keap has on offer:

Customer Relationship Management

Keap doesn't disappoint when it comes to managing your customer relationships. Their CRM feature lets you house and track all your customer data in one place. Also, you can easily follow up with customers, set reminders, and create tasks.

Keap CRM software allows you to:

use automated internal forms
personalize messages and customize your email templates
pull up any shared files
quickly see your customer details
choose from many different pre-made templates

Sales & Marketing Automation

With Keap, you can automate your sales and marketing tasks to save time and effort. For example, you can send automatic follow-up emails, create workflows, and set tasks. You can also automate your payment processes and invoicing.

Plus, Keap's marketing automation features let you:

track your leads
create custom fields
add notes to each contact record
set up drip campaigns
schedule broadcasts and newsletters

Reporting & Analytics

Keap's reporting and analytics features give you the insights you need to make informed decisions about your business. With Keap, you can:

view sales reports
see your marketing ROI
get an overview of your business finances
analyze your customer behavior
track your progress over time

Kanban-Style Pipeline

Keap's sales pipeline is inspired by Kanban, and it allows you to track every deal throughout the sales process in one view. That means you can create new deals and attach and assign them to the right salespeople.

And this gives you a great overview of your entire sales process at any given time, and it helps you to see where deals are stuck so that you can take action. Kanban is a flexible system that can be adapted to any business, and it's especially well-suited to Keap because it helps you to track and manage a large volume of deals.

Best of all, adding automation to your sales pipelines is very easy. You can use Keap's built-in rules to automatically move deals forward based on certain conditions, or you can add custom actions to your sales pipeline to automate tasks like sending emails or creating tasks.

Keap Tags

This feature allows you to segment your leads and customers so that you can send targeted communications. For example, you can tag leads who have visited your pricing page but haven't signed up for a free trial.

You can also use tags to automatically trigger workflows and assign tasks. For instance, you can create a workflow that adds a lead to a nurture campaign if they're tagged as "interested."

Keap Templates

Keap has a massive library of templates for every type of email you could possibly need to send. And they're all customizable, so you can easily add your branding.

There are templates for lead nurturing, promotional emails, cart abandonment, event invitations, and more. Plus, there are a ton of great-looking newsletter templates that you can use to stay in touch with your list.

And if you need help creating a custom template, Keap's team of experts can do it for you.

What You'll Like/Dislike About Keap CRM

Let's explore some of the things you'll like and dislike about Keap CRM.

Like

user-friendly, excellent fit for small businesses that want a simple software
easy to optimize
provides preconfigured fields and guided instructions
intuitive home dashboard
offers quick access to recent activities
quickly add or remove widgets
easy automation
includes a robust set of email marketing tools
has great delivery features
easily create and send personalized quotes
Kanban-style pipeline
excellent customer service
offers a dedicated business phone line
plenty of integrations

Dislike

new online businesses will find Keap CRM pretty heavy
can be quite expensive
no auto-save feature
the entry-level contact limit is just 500 per month
it takes some time to set up
overwhelming learning curve
no separate system to track finances

How Much Does Keap Cost?

Pricing is based on the number of contacts in your database, ranging from 500 to 25,000.

Keap Lite

Keap Lite starts at $79 per user per month. It's best for new businesses and solo entrepreneurs. The plan includes:

Internal forms
CRM
Reminders and reports
SMS and email marketing tools
Appointment scheduling tools
Marketing automation tool
Invoice and quote generator
B2B capabilities

Keap Pro

Keap Pro starts at $159 per user per month. It's best for growing marketing and sales teams. The plan includes everything in the Keap Lite plus:

A/B testing
Sales pipelines
Recurring payments
Landing pages
Marketing automation tools

Keap Max

Keap Max starts at $199 per user per month. It's best for large companies with numerous sales teams. The plan includes everything in the Keap Pro plus:

Analytics
Checkout forms
Lead scoring
Subscription management

Keap Max Classic

Keap Max Classic is a custom plan for large enterprises or companies with advanced ecommerce and sales needs. The plan includes everything in the Keap Max and more.