Keap Reviews & Pricing

by Infusion Software, Inc. dba Keap | Founded 2001, Mesa, AZ

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Overview Pricing Benefits Reviews Features

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What is Keap?

Industry Specialties: Serves all industries

Keap, formerly Infusionsoft, is a cloud-based solution designed to help small businesses optimize their CRM. It allows users to build custom marketing campaigns, set up workflow automations with a drag-and-drop builder and visualize their sales pipelines to improve efficiency.

It acts as a centralized platform for contact details, client activity and communication. Additionally, users can access robust integrations and a mobile app to expand potential and increase accessibility. Its extensive automation capabilities can streamline repetitive tasks, segment and score leads, and trigger follow-ups.

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User Sentiment

Based on 3344 reviews:

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Product Screenshots and Videos

Keap Pricing

Based on our most recent analysis, Keap pricing starts at $59 (Monthly).

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Starting From: $59
Pricing Model: Monthly
Free Trial: Yes, Request for Free

Training Resources

Keap is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Keap:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Keap Benefits and Insights

Why use Keap?

Key differentiators & advantages of Keap

Streamline Payment: Set up daily, weekly or monthly recurring payments based on business needs and send automatic reminders for faster payment. Generate and track invoices equipped with a “pay now” button, and charge the credit card on file. Integrations with tools like Xero or QuickBooks help keep data synced.
Save Time: Streamline your sales process by automating lead segmentation, task assignments, lead follow-ups and repetitive tasks.
Increase Conversion Rates: Keep leads engaged using automated follow-ups and personalized emails. Prioritize highly rated leads by using tags and creating custom lists with filters to send personalized messages.
Enhance Performance for Sales Reps: Empower your team by maintaining client activity, communication and contact data in a centralized platform. Delegate sales tasks, send reminders and alerts, and track progress for improved collaboration and accountability. Access appointments, messages, tasks and contacts remotely via a mobile app.
Strengthen Client Relationships: Respond quicker to queries and boost lead engagement with automated workflows and reminders for sales teams. Simplify appointment scheduling and client communication.
Optimize Sales Performance: Make data-driven decisions with comparative data reports that show ROI and areas to improve. Access updated information on KPIs via customized dashboard.
Improve Sales Management: Track and manage leads as they move through the sales pipeline, all from a single access point. Customize each sales stage to prioritize tasks. Send automated emails when leads move from one stage to another and enable sales reps to close deals consistently.

Industry Expertise

Keap is specifically designed as a CRM for small and medium-sized businesses in any industry. Solopreneurs, entrepreneurs aiming at long-term growth, and new, growing and established businesses can benefit from this solution.

Keap Reviews

Average customer reviews & user sentiment summary for Keap:

3344 reviews

83%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Keap reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

User-Friendly Interface: The platform features an intuitive interface with card-based navigation, making it easy for users to understand and navigate the system. A majority of users report its ease of use for creating automations and simplifying repetitive tasks.
Centralized Database: Accessing client data, activity and communications from a centralized platform eliminates data silos for many users.
Lead Management: The ease of evaluating, nurturing and segmenting leads is another plus point users note.
Campaign Builder: Users appreciate the campaign builder's ability to streamline CRM procedures and effectively automate marketing campaigns. The drag-and-drop builder is flexible and lets you create custom campaigns and automations.
Customer Support: Responsive customer support through various channels like chat, email and phone, ensures users can get assistance when needed.

Cons

Cost for Integrations: Users mention additional costs for integration with other applications, which can be a drawback.
Learning Curve: Some users find certain features can be complex and time-consuming to pick up, requiring a significant time commitment for mastery.
Ecommerce Functionality: While suitable for many users, some find the eCommerce functionality lacks robust reporting and taxation features.
Mobile App Features: The mobile version has fewer features compared to the web version, potentially limiting functionality for users on the go.

Researcher's Summary:

Keap is a suite CRM solution designed for small and mid-sized businesses. The platform offers a user-friendly interface, praised by users for its intuitive card-based navigation and ease of use.

Users particularly value the ability to create campaigns, automations, simplify repetitive tasks and streamline CRM procedures through the drag-and-drop campaign builder. Centralized data storage eliminates data silos, and responsive customer support ensures assistance is readily available.

However, integrations with other applications can lead to additional costs. Certain features, while powerful, have a learning curve, requiring a time investment to master. Additionally, the eCommerce functionality might not be ideal for complex eCommerce needs due to limitations in reporting and taxation features. Finally, the mobile app may not be as extensive as the web version.

All in all, Keap provides a comprehensive solution with room for scalability and custom development.

Key Features

Workflow Automation: Design multi-step workflows to nurture leads, follow up with prospects and trigger actions based on client behavior. Automate lead segmentation, task assignment and onboarding.
Email Management: Build high-converting email campaigns using default templates and creating your own templates with a drag-and-drop editor. Minimize emailing clients twice by syncing with Gmail and Outlook. Personalize emails based on client activity and track campaign performance.
Lead Management: Prioritize “hot” leads using lead scoring, tags and automated campaigns triggered by likelihood of making a sale. Auto-assign leads to sales reps when they meet pre-set requirements. Pinpoint key demographics and locations by tracking lead sources.
Sales Pipeline: Close sales faster and manage leads through different stages of the funnel by building customizable sales pipelines using a drag-and-drop editor to automate stages, move leads and track statuses.
Appointment Scheduling: Streamline the scheduling process by enabling clients to book appointments during open calendar slots. Sync with Gmail and Outlook to avoid double-booking.
Text Management: Engage with high-scoring leads with text broadcasts. Improve open rates and minimize costs by sending personalized text messages via a toll-free number.
Reports and Dashboard: Optimize performance by monitoring comparative data that highlights key metrics and improvement areas. View and send important data updates to team members via a personalized dashboard.
Payment Processing: Simplify payment processes with instant quote creation, one-time or recurring invoices, and integration with payment processors including PayPal, Venmo and Stripe. Manage and monitor subscriptions and recurring payments.
Integrations: Expand your CRM capabilities with over 5,000 integrations using Zapier. Simplify usability by viewing integrated apps and their performance in one place. Create custom integrations by hiring a certified developer partner.

Approach to Common CRM Challenges

Missed Leads: Identify high-potential leads with Infusionsoft’s lead scoring and automated campaigns. Leads are automatically assigned to sales reps based on pre-set criteria, ensuring timely follow-up and increasing conversion rates.
Repetitive Manual Tasks: Robust workflow automation capabilities eliminate repetitive tasks like nurturing leads, sending follow-up emails and assigning tasks. This frees you up to focus on building relationships and closing deals.
Data Silos: Having a centralized database for contact details, communication and client activity. and over 5,000 integrations via Zapier helps minimize data silos.

Cost of Ownership

Frequently asked questions regarding Keap pricing include:

Q: How much does Keap cost per month?

A: The cost per month depends on the plan you choose:

Pro: $199 per month
Max: $299 per month
Ultimate: $359 per month

Q: Are there cheaper options for Keap?

A: If you pay annually instead of monthly, the cost is 20% for a Pro subscription and 23% cheaper for a Max or Ultimate subscription. Alternatively, you can opt for a free trial.

Limitations

At the time of this review, these are the limitations according to user feedback:

Steep learning curve.
Lengthy customer support response-times.

Demo Resources

Implementation Services: Attend five one-on-one sessions with an expert, create a customized strategy for success and get help with building automations.
Keap Academy: Access free online courses, live events and webinar replays, and product training.
Online Community: Connect with Infusionsoft’s customers and partners, attend networking and educational events, and enroll in exclusive training courses.