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Keap Review

8.6/10 (Tekpon Score)
Product is rated as #2 in category CRM
Keap, formally called Infusionsoft, was founded in 2001 by Scott and Eric Martineau, two brothers from Arizona. As we know it today, the SaaS began its journey back in 2004 with the launch of their first version of their sales automation software. Moreover, Infusionsoft changed its name to Keap back in 2019. The change came with more than the name and was followed by a product-friendly product towards nono-technical founders.
UX/UI
9
Ease of Use
8
Value for Money
9
Features
9
Customer Service
8
PROS:
  • Features
  • Constant updates
  • 3in1 tool
  • Friendly design
  • Rich standard feature package
CONS:
  • Expensive for the nr. of contacts
  • Training by professional recommended

Videos: Keap


About Keap

It is a tool under constant development that adapted over the years to probably the best version we have so far. Back in 2019, together with the change of name Keap Infusionsoft changed its focus on small businesses. However, we will have to draw an exact conclusion after going through all the chapters of this Keap review. We’ve been surprised by tools before, and after the review, we concluded that they work for companies of all sizes. So, let’s move to the actual Keap review and take a look at the following:

  • Features & Integrations
  • Pricing
  • Alternatives
  • Overview & Conclusion

To better understand what we are talking about, let’s start the Keap review by understanding what it’s designed for and the differences between the Keap we know today and the format Infusionsoft.


What is Keap?

Keap is a CRM, sales, and marketing tool that helps you automate and optimize your processes. Furthermore, the Keap software will enable you to get more sales by taking over some repetitive tasks such as tracking leads with emails and SMS and setting up appointments for you.

In simpler terms, Keap Infusionsoft is practically a sophisticated email marketing tool with an integrated customer relationship tool( CRM), sales, and marketing automation features.

Is Keap a CRM?

It is a CRM tool but not only. The Keap software is, as mentions above, a sophisticated automation tool that integrates both CRM.

Who uses Keap?

Most of the companies using the Keap software are located in the United States and are in the small to medium-sized businesses spectrum, meaning they have between 10 to 50 employees. Furthermore, Keap has a lifecycle approach toward your customers, therefore, many e-commerce users.

What is the difference between Keap and Infusionsoft?

There is almost no difference between Keap and Infusionsoft. Infusionsoft became Keap back in 2019. Furthermore, the company chooses to focus most of its resources on small and medium-sized companies rather than before. Other than the name change and updates made to the product ever since, no other differences are noticeable. The former Infusionsoft package became the Keap Max Classic package at the same price of $199/month.


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Keap Features & Integrations

The Keap software comes with a series o features that are common to all its license plans. The company develops the features they offer in each of the plans according to every organization’s need. The differences between the packages do not lie in the account of contact you can have in your database, set at a standard of 500 contacts to being with but rather in the functionality. Therefore, to keep things easy to understand, we decided to split the features section according to each package.

Keap General Features

All three packages come with a set of 9 default features meant to satisfy most of your expectations from the Saas product. Thus, all the plans include:

  • CRM- uses smart forms, message personalization, customer interaction history, and email automation, all part of Keap CRM.
  • Sales & Marketing Automation – automate sales pipelines, followups, and marketing activities, including email journeys.

automation-tekpon

 

 

  • Email Marketing – create and automate email journeys to increase your clients’ reach and conversion and save precious time for other activities.
  • Payments – Receive payments through Stripe, WePay, or Paypal.
  • Lead Capture – uses Smart Lists for lead management.
  • Mobile app- Applications available on both Apple and Android.
  • Unlimited Emails
  • Data Migration Support
  • Top-Rated Support

Keap features Β Lite Pro Max
Contact management βœ… βœ… βœ…
Contact segmentation βœ… βœ… βœ…
Saved searches, filters
and contact list
βœ… βœ… βœ…
Tasks βœ… βœ… βœ…
Forms βœ… βœ… βœ…
B2B Management βœ… βœ… βœ…
Landing pages ⛔️ βœ… βœ…
Lead scoring ⛔️ ⛔️ βœ…
Quotes βœ… βœ… βœ…
Appointments βœ… βœ… βœ…
Sales pipeline ⛔️ βœ… βœ…
Mobile app βœ… βœ… βœ…
SMS & phone line βœ… βœ… βœ…
Email Marketing βœ… βœ… βœ…
Email Syns
Gmail & Outlook
βœ… βœ… βœ…
A/B email testing ⛔️ βœ… βœ…
Invoices βœ… βœ… βœ…
One-time payment βœ… βœ… βœ…
Recurring payments ⛔️ βœ… βœ…
Subscription management ⛔️ ⛔️ βœ…
Checkout forms ⛔️ ⛔️ βœ…
Easy automation βœ… βœ… βœ…
Reminders βœ… βœ… βœ…
Internal forms βœ… βœ… βœ…
API(Integrations) Limited βœ… βœ…
Advanced automation ⛔️ βœ… βœ…
Pipeline automation ⛔️ βœ… βœ…
Reports ⛔️ βœ… βœ…
Analytics ⛔️ ⛔️ βœ…
Default user roles βœ… βœ… βœ…
Customizable Dashboard ⛔️ βœ… βœ…

In the second quarter of the year, Keap prepares a series of new features to be introduced. Most of the features will be available for the Pro and Max plans.

Upcoming
features
Lite Pro Max
Automated SMS βœ… βœ… βœ…
SMS broadcasts ⛔️ βœ… βœ…
Custom e-commerce
pages
⛔️ ⛔️ βœ…
1-click upsell ⛔️ ⛔️ βœ…
1-click cross-sell ⛔️ ⛔️ βœ…
Shopify Integration ⛔️ ⛔️ βœ…
Custom user roles ⛔️ ⛔️ βœ…
Sales Funnels ⛔️ ⛔️ βœ…

What stands out the most from the Keap upcoming features are the features specific to a shopping cart software such as ThriveCart and Paykickstart. Thus, it seems that Keap Infusionsoft plans to penetrate that market and offer 4 in 1 option for its users. That looks interesting, looking strictly at the fact that instead of using 4 tools, one for marketing automation, one for CRM, one for invoicing, and one shopping cart, you will be able to choose to use Keap alone.

Well, at the end of the day, it all depends on the quality and flexibility they will come with, and we are looking forward to testing that out for you guys and give you our input.


Keap Integrations

Above all, Keap integrated with most of the popular software. Software’ that fall under categories such as e-commerce, connector, landing pages, lead generation, mail, membership, reporting, scheduling, and many more.

Integrations - Tekpon Keap review

Amongst the most popular are software such as Zapier, BigCommerce, WooCommerce, Instapage, Gmail, Quickbooks, ThriveCart, Typeform, Workato, and many more. Furthermore, in the upcoming feature, Keap will also integrate with Shopify.

Moreover, Keap software also offers an API integration; however, the feature is limited in the lite plan and can be fully used in all the other pricing plans.

One of the interesting aspects is that there are so many integrations with a tool that Keap will essentially compete with once the new feature update is released. Thus, we’ll have to see what the Keap integration section will look like at that point.

Keap Customer Support

While the software comes with some amazing tutorials and a recommended onboarding program that comes in hand for many non-technical founders, our experience with their chatbot wasn’t the most pleasant one. While trying to find more information about the Keap software, especially about the 30% off for the first 5 months of the subscriptions, we weren’t able to get anything out of the chat boat, which kept insisting on us sharing our contact information or scheduling a meeting. Therefore, and for this reason alone we had to cut some points for their customer service.


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Keap Pricing

Keap Infusionsoft doesn’t offer a freemium version and isn’t that cheapest product out there for its kind. However, it is a software much appreciated by many that focus on the development and help as many small businesses as they can. As their founders say, “they donated a full set of hair to small businesses.”

Starting from:Β $79/month
Pricing model: monthly
Free Trial: 15Β days

For more information on all the Keap pricing packages, please visit our pricing section.


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Keap Alternatives

Considering the versatility and the number of features, we could give endless examples of Keap alternatives, and why not? However, once the new features are released in a couple of months, we should reconsider our alternatives list. Meaning we will probably add some shopping cart software to the alternative list, but don’t worry, I will keep you posted.

Top Keap Alternatives


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Overview

In conclusion, Keap is a very versatile software or rather a 3in1 tool that helps you handle your customer relationship aspects, invoicing, and marketing automation, and in the coming future, even some of the shopping cart application.

The formal Infusionsoft comes with many features as a standard option so pay attention to which one of the keap pricing fits your needs. Moreover, the product is oriented towards small and medium-sized businesses, and it could be more obvious.

Therefore, if you are looking for a similar product for a larger company, we recommend looking for a cheaper version or discussing a custom price. In addition, we find the Keap software fairly limited in terms of the number of contacts it allows you to have, especially if we are talking about a trendy online retailer.

Specification: Keap

customer-type StartUps, Medium business, Small business
device-supported Desktops, Mobiles, Tablets
features A/B Testing, Analytics, Appointments, Automation, B2B Capabilities, Checkout forms, CRM, Email, Internal Forms, Invoicing, Landing Pages, Lead Scoring, Quotes, Recurring Payments, Reminders, Reports, Sales Pipeline, SMS
integrated-with AdEspresso, AppointmentCore, Automate.io, BigCommerce, Bonjoro, Customer hub, Deadline Funnel, FixYourFunnel, FormLift, GMail, Graphly, Instapage, OptinMonster, Outlook, PieSync, PlusThis, Privy, Quickbooks, ScheduleOnce, ThriveCart, Typeform, WebinarJam, Wistia, WordPress, Workato, Xero, Zapier
languages English
price-range 301-500, 501-1000
pricing-model Monthly payment
users Unlimited
works on Android OS, Apple iOS, Apple Mac OS, Web Browsers, Windows
Alina-Maria Stan

Alina is a vegetarian, yet she adores her hot dog, Sandy. But don't you worry, Alina's reviews will still be meaty. She is the team's peace before and after the brainstorm but pretty Viking when she has to sustain her ideas. Alina has lived in Denmark for eleven years, from there her state of being. Whenever she has some spare time, you would find her traveling, trying a new experience, exploring nature, naturally cuddling her dog and cat, or cooking something up whenever her husband is not near the kitchen.

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