Sun. Dec 22nd, 2024

Keap Reviews

What is Keap?

The smarter way for small businesses to do great work Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks.

Keap is an all-in-one CRM and sales & marketing automation platform designed to grow your business. With Keap, you’ll easily capture, organize, track, and nurture all of your leads to increase sales and revenue. To ensure your success, Keap also offers expert coaching, in-depth training, outstanding support, and a dedicated community of entrepreneurs.

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across various industries streamline sales and manage customer experiences.
Users can segment contacts, track customer interactions, send emails, as well as run campaigns with personalized communication triggers based on emails opened, clicks, and more. Users can also manage e-commerce, from inventory management to payments and purchase fulfillment, set up online shopping carts, track digital storefront activity, send quotes, invoices, and receipts.
The system’s reporting and analytics tools help users run analyses on parameters such as emails, campaign performance, and ROI data. Users can access Keap remotely on Android and iOS devices. It offers integration with QuickBooks, SalesForce, Outlook, Gmail, plus more.
What do you like best about Keap?

The vast number of integrations with other solutions makes Keap an excellent resource for creative campaigns and business solutions. From lead management to email campaigns, to VOIP and Gmail integrations, Keap covers all of our specific needs and makes it easy to integrate beyond those immediate needs when necessary.

The ability to create almost endless automation of emails and other business tasks is incredible.

For me what was overwhelming was where to start, but thanks to the community and the availability of endless examples and articles I could quickly figure out where to focus my efforts.

For anyone starting with Keap, I highly recommend doing one of the Keap Academy workshops to get you going!

Keap is wonderful because it consolidated so many different applications for me. Now I have them all in one place with only one learning curve. It actually also came out cheaper for me than all my other software combined.

As a web app, iterations are generally fairly regular. Automation options are fairly plentiful and can be shared amongst users of the platform. Good support community, with staff there to answers questions and take action as needed.

The things we can do with automation have proven to be invaluable to our business. There are features that I don’t know any other way to get access to other than with Keap.

What do you dislike about Keap?

There isn’t really anything that I dislike, however it would be a time saver to be able to import multiple emails into a campaign rather than building each email individually, and for basic users that require only access to contact records, a simpler contact view would be nice to see. I think there is a very nice basic view availabe to lower level Keap users, but for those users that require all the bells and whistles available within the Keap/Infusionsoft solution, the basic user view is not available.

The only thing that I have struggled with so far is that the double opt-in email is not very customisable and therefore I struggled to implement it into my workflow but that’s where the community came in and helped with suggestions.

Learning the automations is definitely a learning curve. Trying to understand how everything works together and how to set it up has been a challenge. But Keap also has a wonderful training site that you get access too and they are constantly putting on webinars and trainings to help all of us get a better grasp on how to use it best.

Some functionaility missing between versions of the app, classic/Pro/Max/Max Classic, etc. Some basic functions missing like emoji in email, importing data can be problematic, managing mailing list subscriptions/unsubs is clunky at best, business card reader on iOS app is inaccurate. Zapier integration can be challenging, both when using Keap as a trigger and sending data to Keap via Zapier.

What problems is Keap solving and how is that benefiting you?

Lead management, prospect and client nurturing. It’s easy to create automation and develop relationsships with other companies and solutions as a result of the versatile options available.

Keap is making it easier for me to provide a “high touch” experience for my customers which I was lacking in before.

I am hoping that over time it will help me generate more leads and assist in the “nurturing” process.

I would like to look back and say that thanks to Keap I was able to get “true fans” faster with less effort by automating a lot of the repetitive tasks involved in creating a community.

Pros

“The capabilities of this software are amazing. Once you have an understanding of how it works, then it can do amazing things for your business.”
“It had amazing features which had those purchasing the product rave about it.”
“Really a great tool for automations that can scale across multiple channels and online // offline. When it is running right, it’s super effective.”
“I really like that you can convert clients more efficiently and effectively by sending targeted follow-up messages.”

Cons

“The one problem with the software is that it is a beast of features and I can easily get lost in the minefield.”
“You know that they suck when they have to change there name so they can try and rebrand themselves but at the end of the day they are still confusionsoft.”
“It essentially has no (easy) pipeline management. Cancellation and rude customer service experience.”
“Customer service is horrible. I wanted to cancel BEFORE my next billing and they said that I had to schedule a call before I could cancel which is ludicrous.”

Features

MARKETING AUTOMATION FEATURES

Keap has a unique contact-based pricing structure. There are two core plans, Pro and Max, which start at $129 and $199 per month, respectively, when billed annually. The Pro plan includes two user seats and 1,500 contacts, while the Max plan includes three user seats and 2,500 contacts. The platform can easily handle more than 25,000 contacts with a higher monthly base. Each additional seat for either plan costs $29 per month, regardless of the number of contacts.

We’ve compared the starting prices per month per user, as well as the features offered, in the chart below. We recommend you take advantage of Keap’s 14-day free trial before you buy, to see how the platform suits your business requirements.

Plan Starting price Features
Pro $129 for 2 users, $29 for each additional user Dedicated phone line, mobile app, automated lead capture and follow-up, 100 custom fields, 150 text messages, email marketing, payments, invoicing, appointments, landing pages, sales pipelines, advanced automations, text marketing
Max $199 for 3 users, $29 for each additional user Everything in Pro, 2,500 contacts, marketing analytics, promo codes, checkout upsell, 150 custom fields, 250 text messages, lead scoring, customer subscription management

By andrew

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