About Keap

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across various industries streamline sales and manage customer experiences. Users can segment contacts, track customer interactions, send emails, as well as run campaigns with personalized communication triggers based on emails opened, clicks, and more. Users can also manage e-commerce, from inventory management to payments and purchase fulfillment, set up online shopping carts, track digital storefront activity, send quotes, invoices, and receipts. The system’s reporting and analytics tools help users run analyses on parameters such as emails, campaign performance, and ROI data. Users can access Keap remotely on Android and iOS devices. It offers integration with QuickBooks, SalesForce, Outlook, Gmail, plus more. Pricing is on a monthly subscription basis and includes support via phone, email, and FAQs.
Keap Software - Keap - campaign tools
Keap Software - Keap - contact info
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Keap video
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Keap pricing

Keap does not have a free version but does offer a free trial. Keap paid version starts at US$129.00/month.

Starting Price:
US$129.00/month
Free Version:
No
Free trial:
Yes

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Keap Reviews

Feature rating

Value for Money
3.8
Functionality
4.1
Ease of Use
3.5
Customer Support
4.0
5 reviews of 1,259 View all reviews
Mohan Lal
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Weekly for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 13/01/2022

Best marketing automation software for small businesses

Keap is a beast in itself in which you can do things effectively provided that you use it effectively, and know your way around it. We used Keap for managing our Contacts, sending promotional emails, marketing automation, and e-comm.

Keap became much easier to use as we got to know the right ways of doing things starting from tag naming conventions, right ways of using Goals, Campaign links etc. And, now it is one of my favorite software when it comes to Marketing Automation.

Pros

I like various things about Keap including:
1. Being able to use tags. This helps in organizing contacts in the proper way (when used effectively, you can easily see things from Macro to Micro levels in your list)
2. Marketing automation capabilities of Keap are best. This includes things like billing automation for e-commerce as well.
3. Being able to use third-party tools like Deadline Funnel, PlusThis helps in making things more personalized and improving conversions for promotional campaigns.
4. Dynamic Content, this helps in making automation campaigns better & simpler

Cons

Nothing apart from, it is a bit on the expensive end.

Response from Keap

Thank you for taking the time to leave us a review. We love your valuable feedback and are thrilled that Keap has been able to help you grow your small business.

Replied 28/01/2022
Rachel
  • Industry: Information Technology & Services
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
0
Features
4
Ease of Use
4
Customer Support
4

4
Reviewed on 20/06/2023

It's great that KEAP can keep track of my clients' information

Keap is our primary customer relationship management tool, and it stores not only marketing and sales data but also details on our customers' accounts, such as their plans, employees, invoices, subscriptions, and more.

Pros

The most profitable methods of reporting can be extensively tailored with the entirety of custom fields, saved, and reused over and over again. Some reports may long for additional features common to all reports, but overall the feature set is quite enough.

Cons

It might be difficult to keep track of the background of changes made to corporate paperwork, client paperwork, subscription paperwork, etc. While this is not unprecedented, there are situations when knowing who changed a subscription or configuration is essential but cannot be identified in Keap.

Response from Keap

Hello Rachel,

We appreciate you taking the time to share your experience with Keap! We're glad to hear that using Keap has helped reduce the amount of time and effort spent on follow-up.

Thank you for the feedback regarding being able to see more User actions. We went ahead and submitted that as feedback on your behalf.

Replied 22/06/2023
Taylor
  • Industry: Cosmetics
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
0
Features
4
Ease of Use
4
Customer Support
4

5
Reviewed on 30/10/2023

Keap review

I love Keap and I use it all day everyday. It makes my retention efforts seamless, and the capability to build out robust campaigns sets my practice apart in the industry.

Pros

I like how easy it is to pull client listings from keap for targeted marketing efforts, along with the ability to manage day to day follow up for clients that need to be contacted more than once.

Cons

Keap is difficult to train new hires on for the little that they use it (searching contact records, applying tags, managing day to day tasks on their dashboard. The feature that I dislike the most is the inability to reverse an action if a mistake is made.

Response from Keap

Hello Taylor,

Thank you for taking the time to leave us a review. We're glad you enjoy how easy it is to pull client listings and manage day to day follow up!

As for training, we recommend checking out our Keap Academy. They offer free courses that can help you train new hires to feel more confident in Keap. https://academy.keap.com/

Replied 21/11/2023
Verified Reviewer
  • Industry: Arts & Crafts
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
2
Features
4
Ease of Use
3
Customer Support
1

3
Reviewed on 8/06/2023

Real hit or miss

Great software but really lacking on the customer support end. Towards the end when the bills increased and began to add up, we were told by customer service that we could be put on a special payment plan. This was great news, but unfortunately the sales team did not communicate with the tech team, who permanently deleted our data off their systems before the financial arrangement could be setup. Fortunately we backed up most of our data, but that lack of communication could have been disastrous for any other business.

Pros

They were able to customize the software so that it met our needs as a database for managing subscribers. There was virtually no downtime in the years we were with this company. Once users were trained on certain tasks, it was very easy for employees to pick up the software and become comfortable with it.

Cons

The pricing structure charges by the amount of contacts you have. We logged every sale into this database from even one-time customers, which added up over the years to a point where we were paying hundreds each month for a database of users who were not active. The underlying system also seems to be geared towards companies who are interested in cold calls and commission-type sales jobs. While they did customize their software to fit our needs we were still warned that we were required to send communications through their specialized tracking system in order to measure engagement and leads. Our regular email blasts were not considered good enough.

Response from Keap

Hello,

Thank you for taking the time to leave us a review. We're glad to hear that once trained, your employees easily picked up Keap and became comfortable with their assigned tasks.

We're sorry to hear that you didn't leave on good terms. If you'd like to reach out to our team, we're happy to look further into your payment plan situation.

Replied 27/06/2023
Jennifer
  • Industry: Hospital & Health Care
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
4

4
Reviewed on 16/08/2023

The best CRM for email marketing in all sectors

Built-in support for email marketing was a big assist. The automation released me from the mental burden of keeping track of where people were in the pipeline and what they needed to do next based on the results of customer-facing tasks.

Pros

The level of automation is unparalleled. A common feature of CRMS is the lack of a "if/then" configuration option. If I tell Keap yes or no to a task, the program reacts differently depending on my answer. If you require robust automation that can do a wide variety of actions based on results, look no further. It's yours, Keap.

Cons

There was a lack of functionality in the mobile app. So that I could access Keap from my mobile device, I bookmarked the website. This method was effective, although it lacked caller ID.

Response from Keap

Hello Jennifer,

We appreciate you for taking the time to leave us a review. We're happy to hear that you find our level of automation unparalleled and that Keap makes it simple to automation processes. Thank you for your feedback regarding the mobile app.

Replied 31/08/2023

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