Keap

Reviewed by Alina
Updated August 31st, 2021

Tekpon Score

8.6

Users Score

7.5

Keap Review

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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 its first version of its 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 for non-technical founders.

UI/UX

8.7

Ease of use

8.0

Value for Money

8.6

Features

10.0

Customer Support

7.8
Pricing Details

Starting from: $79

Pricing Model: per month

Yes, has free trial

No free version

PROs
  • Features
  • Constant updates
  • 4in1 tool
  • Friendly design
  • Rich standard feature package
CONs
  • Expensive for the nr. of contacts
  • Training by professional recommended
Alternatives

About Keap

It is a tool under constant development 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
  • 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 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.

About the company Keap

Keap was founded back in 2001 under the name of Infusionsoft by Scott and Eric Martineau two brothers from Arizona, USA.

The company changed its name from Infusionsoft to Keap back in 2019. Infusionsoft launched its first sales automation back in 2004. Keap, as we know it today, is an “octopus” meant to ease your work and directed towards non-technical users.

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 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.

Keap Features

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 needs. 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.

Furthermore, the software will launch many new features in the upcoming months, which we will present below in the Keap review.

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.
  • 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

  • Contact management
  • Contact segmentation
  • Saved searches, filters, and contact list
  • Tasks
  • Forms
  • B2B Management
  • Landing pages
  • Lead scoring
  • Quotes
  • Appointments

  • Sales pipeline
  • Mobile app
  • SMS & phone line
  • Email Marketing
  • Email Syns
  • A/B email testing
  • Gmail & Outlook
  • Invoices
  • One-time payment
  • Recurring payments

  • Subscription management
  • Checkout forms
  • Easy automation
  • Reminders
  • Internal forms
  • API(Integrations)
  • Advanced automation
  • Pipeline automation
  • Reports
  • Analytics
  • Default user roles
  • Customizable Dashboard

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.

Keap Upcoming Features

  • Automated SMS
  • SMS broadcasts
  • Custom e-commerce pages
  • 1-click upsell
  • 1-click cross-sell
  • Shopify Integration
  • Custom user roles
  • Sales Funnels

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 for shopping cart, you will be able to choose to use Keap alone.

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

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.

Keap Integrations

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

Keap Integrations-honest reviews by tekpon

Amongst the most popular are software such as:

  • Bonjoro
  • CustomerHub
  • Deadline Funnel
  • FixYourFunnel
  • FormLift
  • Graphly
  • Instapage
  • JotForm
  • LeadPages
  • OptinMonster

  • Outlook
  • PlusThis
  • Privy
  • ScheduleOne
  • ThriveCart
  • Typeform
  • WebminarJam
  • Wistia
  • WordPress

  • Zapier
  • BigCommerce
  • WooCommerce
  • Gmail
  • Quickbooks
  • Workato
  • Piesync
  • AddEspresso
  • AppointmentCore
  • Automate.io

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 interesting aspect 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 Pricing

Starting From: $79/month for 500 contacts

Pricing Model: Subscription

Free Trial: 15 days

For more information on all the Keap pricing packages.

-50%
Deal ends in

50% Off For The First 3 Months at Keap

Category CRM
Availability Worldwide

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

Let us take a look at this Keap review at a few aspects of its competitors and alternatives.

Keap Review Conclusion

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 applications.

The formal Infusionsoft comes with many features as a standard option so pay attention to which 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.