Keap Review

What Is Keap?

Keap is a customer relationship management (CRM) and marketing automation software platform designed for small businesses. It was previously known as Infusionsoft and rebranded to Keap in 2019. Keap provides a suite of tools and features that help businesses manage their customer relationships, automate marketing campaigns, and streamline their sales processes.

The primary goal of Keap is to assist small businesses in organizing and centralizing their customer data, enabling them to communicate effectively with their leads and customers. It allows businesses to capture and store customer information, track interactions, and manage customer communication through various channels such as email, text messaging, and social media.

Keap also offers marketing automation capabilities, allowing businesses to create and automate personalized email campaigns, trigger follow-up messages based on customer behavior, and nurture leads through targeted marketing sequences. The platform includes features like lead scoring, campaign analytics, and customer segmentation to help businesses understand their audience and optimize their marketing efforts.

Additionally, Keap provides tools for managing sales pipelines, tracking leads and opportunities, and generating quotes and invoices. It aims to streamline sales processes, improve efficiency, and provide insights into sales performance through reporting and analytics.

Keap is designed to be an all-in-one solution for small businesses to manage their customer relationships, automate marketing tasks, and optimize their sales processes.

Keap Features

Keap offers a range of features designed to help small businesses manage their customer relationships, automate marketing campaigns, and streamline their sales processes. Here are some key features of Keap:

1. Customer Relationship Management (CRM): Keap provides a central database to capture and store customer information, including contact details, interactions, and purchase history. It allows businesses to track and manage customer communication, set reminders for follow-ups, and view a comprehensive timeline of interactions with each customer.
2. Contact Management: Keap enables businesses to organize and segment their contacts based on various criteria such as demographics, purchase history, or engagement level. This segmentation allows for targeted marketing campaigns and personalized communication.
3. Marketing Automation: Keap offers tools for creating and automating marketing campaigns. Businesses can design email sequences, set triggers based on customer behavior, and create personalized messages for different segments of their audience. This automation helps nurture leads, build relationships, and drive conversions.
4. Email Marketing: Keap includes an email marketing feature that allows businesses to create and send professional-looking emails to their contacts. It offers pre-designed templates, drag-and-drop editors, and the ability to track email open rates, click-through rates, and other metrics.
5. Sales Pipeline Management: Keap helps businesses manage their sales pipelines by tracking leads, opportunities, and deals. It allows businesses to create customized stages for their sales process, assign tasks to team members, and track the progress of each opportunity.
6. Quotes and Invoices: Keap enables businesses to generate quotes and invoices within the platform. It streamlines the process of creating and sending quotes to potential customers and converting them into invoices once a deal is closed. Businesses can also track payment status and send automated payment reminders.
7. Appointment Scheduling: Keap offers a scheduling feature that allows businesses to set up and manage appointments with their customers. It provides a calendar integration, automated reminders, and the ability for customers to schedule appointments online.
8. Reporting and Analytics: Keap provides reporting and analytics features to help businesses gain insights into their marketing and sales performance. It offers pre-built reports and dashboards that display metrics such as email campaign effectiveness, lead sources, sales revenue, and customer engagement.

These are just a few of the main features that Keap offers. The platform is designed to be a comprehensive solution for small businesses to manage their customer relationships, automate marketing, and optimize their sales processes.

Keap Pricing

Please note that pricing and plans may have changed since then, so it’s advisable to visit the official Keap website for the most up-to-date information. Here are the pricing plans that were available:

1. Keap Grow: This plan starts at $79 per month and is designed for small businesses that need basic CRM and email marketing features. It includes contact management, email marketing, appointment scheduling, and basic automation.
2. Keap Pro: The Pro plan starts at $149 per month and offers additional features beyond the Grow plan. It includes advanced automation, sales pipeline management, quotes, invoices, and e-commerce integration.
3. Infusionsoft (by Keap): Infusionsoft is a higher-tier plan with more advanced features. It is suitable for businesses that require robust automation and CRM capabilities. The pricing for Infusionsoft is customized based on the specific needs of the business, and it typically starts at a higher price point.

Keap often offers promotions and discounts, so it’s worth checking their website or contacting their sales team for any current offers. Additionally, they may have introduced new pricing plans or made changes to their existing plans since my knowledge cutoff date. Therefore, it’s advisable to visit the official Keap website for the most accurate and up-to-date information on pricing and plans.

Ease of Use Keap

The platform is designed to be intuitive and easy to navigate, allowing users to quickly access the features they need. Here are some factors that contribute to the ease of use of Keap:

1. User Interface: Keap features a clean and organized user interface that is visually appealing and easy to understand. The main dashboard provides an overview of important metrics and tasks, and the navigation menu is logically structured, making it simple to locate different features and sections of the platform.
2. Onboarding and Training: Keap offers resources and support to help users get started with the platform. This includes onboarding assistance, video tutorials, help documentation, and webinars. The goal is to help users familiarize themselves with the platform and make the most of its features.
3. Drag-and-Drop Editors: Keap incorporates drag-and-drop editors for various tasks, such as creating email campaigns and designing landing pages. These editors eliminate the need for coding or technical skills, allowing users to easily create professional-looking marketing materials without the need for extensive design knowledge.
4. Templates and Automation Campaigns: Keap provides a library of pre-designed templates for emails, landing pages, and other marketing assets. These templates can be customized with a few clicks, saving time and effort. Additionally, Keap offers pre-built automation campaigns that users can leverage, reducing the complexity of setting up automated marketing sequences.
5. Integration and Compatibility: Keap integrates with other popular tools and platforms, such as payment processors, e-commerce platforms, and productivity apps. This integration capability ensures that businesses can connect their existing tools seamlessly and continue their workflow without disruptions.
6. Support and Customer Service: Keap offers customer support through various channels, including email, phone, and live chat. They have a support team available to assist users with any questions or issues they may encounter while using the platform.

Keap strives to provide an easy-to-use CRM and marketing automation platform for small businesses. By offering user-friendly interfaces, onboarding resources, and support, Keap aims to empower users to effectively manage their customer relationships and automate their marketing efforts without requiring extensive technical knowledge or experience.

Benefits of Using Keap

Using Keap can provide several benefits for small businesses. Here are some key benefits of using Keap:

1. Centralized Customer Data: Keap allows businesses to centralize and organize their customer data in one place. This includes contact information, interaction history, purchase behavior, and more. Having a centralized customer database enables businesses to have a holistic view of their customers, making it easier to personalize communication, provide better customer service, and make informed business decisions.
2. Improved Customer Communication: With Keap, businesses can effectively communicate with their leads and customers. The platform provides tools for sending personalized emails, automated follow-ups, and targeted marketing campaigns. By nurturing leads and staying in touch with customers, businesses can build stronger relationships and increase customer engagement.
3. Streamlined Marketing Automation: Keap simplifies the process of creating and automating marketing campaigns. It offers pre-built automation sequences, customizable templates, and easy-to-use drag-and-drop editors. Automating marketing tasks saves time and effort, allows for consistent messaging, and helps nurture leads through the sales funnel.
4. Efficient Sales Pipeline Management: Keap helps businesses manage their sales pipelines more effectively. It provides a visual interface for tracking leads, opportunities, and deals, allowing businesses to monitor the progress of each opportunity. By streamlining the sales process, businesses can prioritize leads, assign tasks, and close deals more efficiently.
5. Increased Sales Productivity: With features like quotes, invoices, and payment tracking, Keap helps businesses streamline their sales processes. It enables businesses to generate professional-looking quotes and invoices, track payments, and send automated reminders. By simplifying administrative tasks, sales teams can focus more on building relationships and closing deals.
6. Reporting and Analytics: Keap provides reporting and analytics features that offer insights into marketing and sales performance. Businesses can track email open rates, click-through rates, lead sources, and revenue metrics. These insights help businesses understand what’s working and what needs improvement, allowing for data-driven decision-making and optimization of marketing and sales strategies.
7. Integration Capabilities: Keap integrates with various other tools and platforms, such as payment processors, e-commerce platforms, and productivity apps. This allows businesses to connect their existing systems seamlessly, eliminating manual data entry and improving workflow efficiency.
8. Customer Support and Resources: Keap offers customer support and resources to assist users. They provide onboarding assistance, video tutorials, help documentation, and a support team to address any questions or issues that may arise.

Keap can help small businesses streamline their operations, improve customer relationships, automate marketing tasks, and optimize sales processes. It enables businesses to stay organized, save time, and focus on growth and revenue generation.

Keap Customer Service

Keap provides customer service and support to assist users with any questions, issues, or concerns they may have. Here are some aspects of Keap’s customer service:

1. Support Channels: Keap offers multiple support channels to cater to different user preferences. Users can reach out to Keap’s customer support team via email, phone, or live chat. The availability of these channels may vary based on the user’s location and the specific plan they are subscribed to.
2. Help Documentation: Keap provides comprehensive help documentation, including user guides, FAQs, and tutorials. The documentation covers various aspects of the platform and serves as a valuable self-help resource for users to find answers to common questions or learn how to use specific features.
3. Onboarding Assistance: Keap offers onboarding assistance to help new users get started with the platform. This may include personalized onboarding calls or guidance to ensure users understand how to navigate and utilize Keap’s features effectively.
4. Community and User Forums: Keap maintains an online community and user forums where users can connect with each other, share experiences, and seek advice. This community-driven support can be beneficial for users to learn from one another, exchange best practices, and find solutions to specific challenges.
5. Training and Webinars: Keap provides training resources and webinars to help users learn and maximize their use of the platform. These resources cover various topics, including getting started, advanced features, automation strategies, and more. The webinars may be conducted live or available as recorded sessions for users to access at their convenience.
6. Service Level Agreements (SLAs): Depending on the specific plan and subscription, Keap may offer different service level agreements (SLAs) that outline the guaranteed response time for customer support inquiries. SLAs provide clarity on the expected timeline for receiving assistance, ensuring users have a clear understanding of the support they can expect to receive.

Customer service may vary based on the specific plan and subscription level. Higher-tier plans may offer priority support or additional assistance options. Users are encouraged to refer to Keap’s official website or contact their customer support directly for the most up-to-date and detailed information regarding their customer service offerings.

Is Keap Worth It?

Determining whether Keap is worth it for your specific business depends on your needs, budget, and the value you expect to derive from the platform. Here are some factors to consider when evaluating the value of Keap:

1. Business Size and Complexity: Keap is primarily targeted at small businesses. If you have a small business with a focus on customer relationship management (CRM), marketing automation, and sales pipeline management, Keap can provide value by streamlining your operations and helping you scale your business. However, if you have more complex requirements or operate on a larger scale, you may need to evaluate whether Keap’s features and capabilities align with your specific needs.
2. CRM and Marketing Automation Needs: Keap offers a range of CRM and marketing automation features to help businesses manage customer relationships, automate marketing campaigns, and streamline sales processes. If these are key areas where you need support and automation, Keap can be valuable in consolidating your customer data, improving communication, and optimizing marketing efforts.
3. Cost vs. ROI: Consider the pricing of Keap’s plans in relation to your budget and the potential return on investment (ROI) you expect to achieve. Evaluate the cost of the platform against the potential benefits it can bring to your business, such as increased customer engagement, improved sales efficiency, and time savings from automation. Assess whether the features and capabilities of Keap align with your business goals and if the potential ROI justifies the investment.
4. Integration and Scalability: Keap offers integration capabilities with other tools and platforms, allowing you to connect your existing systems seamlessly. Consider whether Keap integrates well with the tools you currently use or plan to use in the future. Additionally, assess whether Keap can scale and adapt to your business growth and evolving needs over time.
5. Support and Resources: Keap provides customer support, training resources, and a community forum to assist users. Evaluate the level of support you may require and assess the quality and availability of the support options provided by Keap.

Ultimately, determining whether Keap is worth it for your business requires a thorough evaluation of your specific needs, the value proposition of the platform, and the potential ROI it can deliver. It can be helpful to explore demos, take advantage of free trials, and seek feedback from other businesses in similar industries to gain insights into how Keap has benefited them.

Conclusion

In conclusion, Keap is a customer relationship management (CRM) and marketing automation platform designed for small businesses. It offers a range of features to help businesses manage customer relationships, automate marketing campaigns, and streamline sales processes. Keap aims to provide an intuitive user interface, onboarding assistance, and resources to support users in effectively utilizing the platform.

The benefits of using Keap include centralized customer data, improved customer communication, streamlined marketing automation, efficient sales pipeline management, increased sales productivity, reporting and analytics capabilities, integration with other tools, and customer support.

However, whether Keap is worth it for your business depends on factors such as your business size and complexity, specific CRM and marketing automation needs, the cost versus potential ROI, integration and scalability requirements, and the level of support and resources you require.

To make an informed decision, it’s recommended to assess your business needs, evaluate Keap’s features and capabilities, consider the pricing plans, explore demos or free trials, and gather feedback from other users or businesses in similar industries. This will help you determine if Keap aligns with your goals and if the benefits it offers outweigh the investment for your particular business.

FAQs

Can Keap be used by businesses of any size?

While Keap primarily targets small businesses, businesses of various sizes can use Keap depending on their specific needs. Keap offers different pricing plans and features that cater to different business sizes and requirements.

Does Keap offer a free trial?

However, the availability and duration of the free trial may have changed, so it’s best to check the official Keap website for the most up-to-date information on trial offers.

Can I integrate Keap with other tools or platforms?

Yes, Keap offers integration capabilities with various tools and platforms. It integrates with popular applications such as payment processors, e-commerce platforms, and productivity apps. This allows businesses to connect their existing systems seamlessly and streamline their workflow.

Does Keap offer mobile applications?

Yes, Keap offers mobile applications for both iOS and Android devices. The mobile apps allow users to access and manage their CRM, marketing campaigns, and sales pipeline on the go.

Is Keap GDPR compliant?

Keap is committed to data privacy and security. Keap had measures in place to comply with the General Data Protection Regulation (GDPR) requirements. However, it’s advisable to refer to Keap’s privacy policy or contact their customer support for the most up-to-date information on their GDPR compliance.

Can Keap help with e-commerce integration?

Yes, Keap offers features for e-commerce integration. It allows businesses to integrate with popular e-commerce platforms, synchronize customer data, and automate marketing campaigns based on e-commerce transactions.