Keap CRM Review: Simplify Your Sales and Marketing Processes

Keap, formerly known as Infusionsoft, is a customer relationship management (CRM) platform that is designed to be user-friendly for people who are new to the CRM software category as well as owners of small businesses. Because the platform automates both the sales process and the marketing process, it is especially helpful for new e-commerce businesses that are looking for a solution that can handle all of their needs at once.

In addition to built-in invoicing and a large number of integrations with payment processing systems, Keap provides features for the checkout cart that can increase conversion rates and the average value of items purchased. It is reported that the simple automations offered by the platform save customers 10 hours of work each week by eliminating the need to perform manual tasks. These tasks include the sending of texts and emails as follow-ups and the recording of new leads as soon as they complete a form on your landing page or social media account. Because of a devoted customer success manager and simple drag-and-drop sales pipeline builders, the process of setting up your CRM is incredibly quick. These features make it simple to remain organized and obtain a clear picture of the business opportunities available to you.

Why Did We Choose Keap for Its Usability?

Keap is a user-friendly, all-in-one customer relationship management (CRM) platform that makes it simple to set up and use its sales and marketing automation features. The platform is designed to help your company expand, and it operates under the presumption that you are not necessarily an expert in customer relationship management or sales pipelines. When you move a deal from one stage to another in your sales pipeline, you can automate emails, notifications, and tasks by using automatic triggers. This is possible after beginning with a pre-built template for your sales pipeline. Keap assists business owners in accurately measuring their success by providing analytics and reports regarding list growth, the performance of email marketing, and revenue trends over time.

Keap consolidated all of the contact information and activity regarding your customers into a single location. Each and every interaction that you have with a contact is automatically saved to their profile and can be viewed by any member of your team at any time. You can get the information you need in a moment’s notice by organizing it chronologically or categorically, depending on your preference. You can make a phone call, send a text message or an email, schedule an appointment, complete a purchase, add an invoice, and do many other things with just one click from the contact dashboard. You can also divide your contact list into groups in order to make it simpler to trigger automated actions based on the actions taken by a group member.

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Through Keap’s through the contact dashboard, you can look at recent activity, schedule a meeting, send a text message, and much more.

Pros

  • You get both sales and marketing automation in one simple platform.
  • All Keap plans include a customer success manager, phone support in the United States, and 24/7 chat support via the Keap app.
  • For a more efficient sales process, you can automatically collect and score leads.

Cons

  • Many of the software integrations available require a monthly fee.
  • The free data migration process is limited to 10 items and one landing page.
  • With contact-based pricing, your monthly base price rises as your contact list expands.

Usability

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Because of its high level of usability and overall accessibility, Keap was our top choice when we were looking for the most user-friendly option. You can set up the system on your own in as little as twenty minutes, and each plan comes with a dedicated customer success manager who will assist you in ensuring that the system is set up correctly and is operating efficiently. You will find helpful video tours that will walk you through the capabilities of the CRM dashboard whenever you reach a new feature for the first time through the dashboard. In addition to adding a new pipeline or using any of the other CRM features, you have the option to choose from a variety of premade templates that are simple to modify to meet your requirements. Keap helps you send the appropriate messages at the appropriate time to leads and clients who engage with your content via emails, forms, and social media. This makes automation simple while maintaining a personal touch, which is one of Keap’s primary goals.

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The premade sales pipeline is an excellent place to start when generating new leads and automating repetitive tasks to move prospects along quickly.

Keap Features

Both of Keap’s main CRM products include everything you need to start capturing leads, moving them through your sales pipeline, and making a sale with built-in options for invoicing and payment processing. Keap’s two main CRM products are Keap CRM and Keap CRM Professional. In point of fact, very few other providers include as many features with their basic subscription tiers as we do. However, in order to access some of our most-loved features, such as certain e-commerce and lead scoring tools, we need to upgrade to the Max plan, which is the most expensive option.

  • Automation. Keap makes it very simple to automate repetitive tasks using premade templates.
  • Lead scoring. With automatic lead scoring, you can prioritize the most important and best opportunities.
  • Online payments. Keap includes features for invoicing and payment processing.
  • Integrations. Keap can integrate with over 2,500 popular software applications natively and via Zapier Premium.

Automation

Keap makes it possible to automate complex processes, which can free you from doing repetitive work. In order to accomplish this, the platform employs automations that are simple to construct and are based on “when-then scenarios.” For instance, when a public form is submitted, Keap will immediately send a notification to you as well as a confirmation email to the new contact who has submitted the form. The possibilities in this area are nearly limited only by your own creativity. In addition to this, Keap provides a selection of ready-to-use layouts for landing-page leads, invoice reminders, and deal offers.

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With new-lead follow-ups, deal follow-ups, and other automated tasks from premade templates, you can start saving time and increasing sales.

Lead Scoring

When you upgrade to the Max plan, you get access to all of the lead-scoring features. This feature evaluates each prospect’s interest based on their level of engagement, which takes into account information such as web forms that have been submitted, links that have been clicked, emails that have been opened, and tags that you have applied. The highly customizable feature enables you to assign a weight or value to any variable, and it also enables you to deduct points based on certain criteria, such as when a contact does not open a new email campaign or otherwise interact with it. Lead scoring is a tool that can be used to increase efficiency and drive revenue when combined with a sales strategy that is built on the knowledge and experience of your team members.

E-Commerce Payments

The invoicing and payment processing tools that are native to Keap can help you get paid more quickly while also providing your customers with safe payment options. These options include debit and credit cards, as well as PayPal, Venmo, and other payment platforms. Integrations with payment processors such as PayPal, Stripe, WePay (Chase), EVO Payments, Eway, and Nexus Merchants are all available through dedicated partnership-level integrations with Keap. The processing fees and terms can vary from provider to provider, and in some instances, same-day deposits are available. In addition to taking payments, you can increase the average value of customers’ carts by offering upsells or promotional items during the checkout process. You can also implement abandoned-cart automations to entice customers to return and complete their purchases.

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Promo codes can be used to boost conversions, and last-minute sales can raise average cart values.

Integrations

More than 2,500 different platforms and tools can be integrated with Keap. No other CRM provider that we looked into connects with as many apps that assist businesses in running efficiently as this one does. The Keap marketplace gives users access to partner-level, certified, and third-party integrations for email, lead generation, specialty apps, pre-built campaigns, and a great deal more. However, compared to other CRM providers that we researched, the prices of Keap’s integrations are among the highest.

Of all the CRM providers we looked at, Keap has the most integrations available, but they are also the most expensive.

Keap Pricing

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Keap’s pricing model is one of a kind because it is contact-based. There are two primary packages available, the Pro and the Max, and their monthly rates begin at $129 and $199, respectively, when paid for annually. Two user seats and 1,500 contacts are included in the Pro plan, while three user seats and 2,500 contacts are included in the Max plan. When combined with a higher monthly base, the platform is more than capable of managing more than 25,000 contacts. No matter how many contacts you have, adding an additional seat to either plan will cost you an additional $29 per month.

The following chart presents a comparison of the starting prices on a monthly basis for each user, as well as the features that are available. We strongly suggest that you take advantage of Keap’s 14-day free trial before you make a purchase so that you can determine how well the platform meets the needs of your company.

Pro

  • Starting price — $129 for the first two users, $29 for each additional user.
  • Features — A dedicated phone line, a 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, and text marketing are all available.

Max

  • Starting price — $199 for three users, with an additional $29 for each additional user.
  • Features — 2,500 contacts, marketing analytics, promo codes, checkout upsell, 150 custom fields, 250 text messages, lead scoring, and customer subscription management are all included in the Pro version.

Setup Keap

As a result of the incorporation of a dedicated customer success manager into each and every one of Keap’s pricing tiers, the platform can be easily and quickly set up. The free plan incorporates a fundamental contact import in addition to 10 items and one landing page, which is sufficient for getting a smaller team up and running in a short amount of time. It is especially simple to set up your sales pipeline with the help of automations, drag-and-drop tools, and a Kanban management system. These features allow for instant communication with new leads and the beginning of the process of cultivating a successful relationship. For matters of a more complex nature, such as the configuration of new integrations, there is also professional support available for a fee.

Pay close attention when comparing Keap’s products that include multiple seats with the entry-level price because many CRM providers have multiseat minimums that are not obviously reflected in the advertised price per user.

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In less than 20 minutes, you can set up your crucial CRM system.

Customer service

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Keap provides above-average customer service, which includes chat support via the mobile app that is available 24 hours a day, seven days a week with both of the company’s paid subscription plans. Customers located within the United States can get in touch with a support specialist by phone from Monday through Friday, 8:00 a.m. to 9:00 p.m. Eastern Time (ET). Local support is also offered to subscribers who are located in the United Kingdom and Australia. In addition, in contrast to the vast majority of its rivals, Keap includes a devoted success manager with each and every plan.

Keap also provides resources for self-help, such as informative webinars and instructional articles, that walk you through processes such as automating text messages and connecting your CRM software to WordPress. These resources are available to you at no additional cost.

Drawbacks of Keap

For expanding businesses that want stringent control over their ongoing software costs, the unpredictability of a pricing structure that is contact-based can be a barrier to achieving that goal. With the Pro plan, increasing the number of contacts from 1,500 to 25,000 results in a 217% increase in the monthly base fee, from $129 to $409. In addition, if you send more than your allotted number of 150 or 250 text messages, you will be charged an additional 4 cents for each marketable message. This means that you will need to keep a close eye on the text message automations you have set up.

Another limitation is that there is not yet a sales funnel that enables the creation of multiple landing pages and their connection to one another in order to increase the number of leads converted. Even though this capability is listed as “coming soon,” it feels like a feature that should be present in a CRM that performs well and has a lot of automation. Take a look at our review of Freshsales, the customer relationship management (CRM) platform offered by Freshworks. It comes equipped with a practical sales funnel tool.

When automating text messages with only 150 or 250 monthly text message allotments, use caution. When you exceed these limits, fees can mount up quickly.

Keap FAQ

Is Keap available for free?

No, Keap does not come at no cost. On the other hand, a credit card is not necessary in order to sign up for a free trial of the Pro plan that lasts for 14 days. Within the app, there is always the option to upgrade to the Max edition.

Did Keap purchase Infusionsoft?

Infusionsoft changed its name to Keap at the beginning of 2021. The company claims that the new name was chosen to reflect the tenacity and dedication that are required of business owners on a daily basis in order to expand their operations.

Where is Keap’s headquarters located?

Chandler, Arizona serves as the location of the company headquarters for the all-in-one sales and marketing platform. Eric Martineau and Scott Martineau, along with Clate Mask, the company’s current CEO, established Keap in Mesa, Arizona, in 2010. Previously, the company was known as Infusionsoft.

Overall Value

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We recommend Keap CRM for…

  • Businesses establishing their first CRM system.
  • E-commerce companies will benefit from Keap’s numerous payment and checkout features.
  • Companies looking for straightforward sales and marketing tools on a single platform.

Keap CRM is not recommended for…

  • Large corporations with over 25,000 contacts.
  • Businesses that require a large number of free integrations.
  • Companies that want to send over 250 promotional texts per month.
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The Conclusion

Keap is a user-friendly customer relationship management (CRM) platform that includes helpful features to help users organize leads, automate repetitive tasks, and get paid more quickly without the use of third-party tools.

Techexplains Team

Techexplains Team

We are a team of digital marketing experts with years of experience in website builders. CRM tools, project management software helping businesses of all sizes achieve their marketing goals. We are writing about benefits of using SaaS for businesses, and sharing our top picks for the best tools currently available on the market. Whether you are a small business owner looking to streamline your marketing efforts or a larger enterprise seeking to improve your marketing efficiency, we hope that you will find this useful and informative.