Keap Review – Is This Really An All-In-One CRM Software?

Instead of having separate apps for email marketing, CRM, payments, appointments, and your sales pipeline, why not combine all of this under a single, convenient dashboard?

That’s exactly what Keap and other major names like HubSpot, Salesforce, and other tools do. If you look at any of the numerous case studies on Keap’s website, you’ll see a fairly consistent pattern.

Take LKR Social Media Studios, for example. This social media marketing agency had separate email marketing and contact management software. Leads keep falling through the cracks, customer behavior wasn’t tracked, and so many things had to be done manually.

LKR turned to Keap to integrate not only these tools but also find better ways to reach out to their audience. As a result, they grew sales by tenfold. In fact, LKR was so successful that they eventually transformed into its own SMM software that you may have heard of, MeetEdgar.

Keap is powerful software. That’s why it has over 200,000 users (compared to 86,000 for HubSpot). Is Keap the right call for you? Find out in this ultimate Keap review.

What Is Keap?

While the name Keap may not sound too familiar to you, you may recognize their former name, Infusionsoft. Since 2001, Keap, aka Infusionsoft, has worked with businesses to help them get better organized, save time, and increase sales. Keap has also generated over $120 million in venture funding over the last decade, so they’re clearly doing something right!

With a particular focus on SMBs, Keep includes everything you need to manage customers, capture leads, build landing pages, and even collect payments. That’s why the developers don’t consider Keap one tool, but eight!

The best part is you can do all of this from inside a single and intuitive app. Whether you want to leverage personal relationships, plan your daily schedule, sell more online, or more, Keap can help you.

Keap plans start from $79/month. But that can be a little misleading. $79/month only includes 1 user and 500 contacts. If you have more contacts or team member, you’ll have to add an extra $30 in each category.

Overall, Keap is a user-friendly, powerful software that you can use to increase productivity and sales that’s also flexible enough to suit a large diversity of business needs.

Keap Features

• CRM
• Marketing Automation
• E-Commerce
• Multimedia marketing management
• Web Forms
• Social Sharing
• Built-in metadata and keyword fields
• Track orders, sales totals, accounts receivables
• Payment Processing
• Drag and drop to craft and publish landing pages
• Landing Pages
• Email marketing, Automated Campaigns
• Opportunity Management
• Sales Reports
• Multimedia Marketing
• Marketing reports
• Scoring tool
• Referral Program Management
• Lead Scoring & Distribution
• Quotes & Orders

Getting Started With Keap

Keap offers a no credit card required 14-day free trial of both its Grow and Pro plans. To get started, provide your email address and phone number. You’ll also have to answer a few questions on how you’ll use Keap. This helps them better tailor the service to your needs.

Keap also offers a free demo you can arrange with one of their sales team members. This is really helpful if you’d like someone to walk you through how to use the software.

After signing up, you can select a specific area to focus on or head on over to your dashboard. Keap offers a ton of onboarding tools to help you get started, and it is really easy to use.

However, since the tool is so expansive, you’ll definitely want to set aside a few hours just to get a feel for all the things it can do as well as syncing all your accounts and contact lists.

Keap Pricing

Keap offers three plans—Grow, Pro, and Infusion—starting from $79/month. They all come with

500 contacts. The difference is the additional tools you’ll have access to.

• Keap Grow: $79/month – CRM, email marketing, SMS messaging, appointments, quotes, invoices, payments.
• Keap Pro: $149/month – All Grow features plus marketing and sales automation, recurring payments, landing page builder, smart forms, and reports.
• Infusionsoft: $199/month – All Pro features plus lead scoring and company records, advanced reporting, eCommerce.

From here, you can add users and contacts starting from an additional $30 per month for each.

While Keap doesn’t offer an annual discount, they do run frequent promotions such as getting your first month free.

In terms of pricing, Keap is more affordable than HubSpot, given the combination of features you’ll get with it. Though HubSpot does offer a limited free plan while Keap does not.

On the other hand, if you compare Keap to a single dedicated email solution or another tool, it can be a little pricier. For example, 5000 contacts on a Keap Grow plan will set you back nearly $300 compared to AWeber Pro, which is $67/month.

The point, however, is the Keap not only replaces AWeber but other tools as well, so it can actually save you money. But will go into more detail about that later.

Keap Features

At this point, it’s easier putting together a list of things Keap doesn’t do than does. It really is a jack of all trades, especially considering that they’ve now even added a sales pipeline into the Pro level plan.

This is why you should take some time and really check out the free trial to see all the different things Keap can do.

Here are just a few of the main features we enjoyed using with Keap:

1. Get Paid

All small businesses know the struggle of getting paid. It should be good enough that you deliver the goods and services, but some clients can make it very difficult to get the money you’re owed.

Keap’s payment features not only make creating and sending invoices a breeze. But they’ll also set reminders for you and encourage follow-up. Keap also handles the payment parts of the process through built-in integration with PayPal. That means your clients can receive your invoice and pay your all from one convenient and quick action.

2. Automate Your Daily Schedule

So much of the day can be taken up by repetitive tasks. Whether it’s saving a contact, filing an invoice, or anything else, Keap has both built-in templates and customizable campaigns you can create specifically for your business needs.

Setting up a campaign is super easy. They’re not only flexible but also include reports, so you can keep track of how smoothly everything is flowing or make tweaks here and there.

3. CRM

Above all, Keap is a CRM tool, and it does this very well. It is easy to organize all your leads and client contact info in one place as well as keep track of all communications. You can segment your lists, add reminders, reach out via SMS and email, and more.

As you can expect, Keap also has a large library of template emails and messages, reminders, and automations you can set up to follow up or get back in touch with clients.

4. Pipelines

Pipelines take all the CRM, outreach, automations, and analytics features, and puts them under a clear dashboard for you. This is a great place to start the day because you keep track of appointments, pay attention to leads, track invoices and payments, as well as track project stages.

5. Reports

Keap takes reporting to the next level with a wide array of data sets you can use to see how well your business is doing. Some of the trackers they have include web form, sent email, email engagement, unsubscribe, campaign sequence recipients.

In short, Keap gives you all the data you need so you can refine your approach and better capture leads in every stage of the process.

Who Should Use Keap?

If you need a CRM, it’s definitely worth taking a look at Keap. As you can tell from their case studies page, a wide swathe of user types benefits from their services. In particular, these types of businesses should consider Keap:

• Any client-focused service business particularly marketing
• Businesses generating at least $50K in revenue to cover the monthly software fee
• Those with recurring payment customer bases
• Businesses with 100+ active contacts
• Companies with a solid focus on lead generation
• One on-one service companies

Keap’s customers come from all over the place. Many successful agencies, digital content creators, and even pool cleaners have found success with the tool.

Is Keap Worth It?

If you only use Keap for one or two of its amazing features, then no. For example, if you just need an affordable email marketing tool and nothing else, then just use something like MailerLite.

You have to commit to taking advantage of everything Keap can do. If you manage that, Keap isn’t only worth it, but it’s extraordinarily affordable. Rather than having five or six different software tools and having to move data between them and learn different systems, you can take care of everything all under one place.

Dedicate yourself or one person on your team to being the resident Keap experiment and consider the expert-coaching session. It’s only $99 on the Grow plan and $499 on the Pro. This may seem like a lot, but these Keap team members have assisted thousands of businesses like yours and can help you identify countless ways you can really make Keap worth it for you.

Pros

• Tons of features
• Easy to use
• A lot of onboarding tools
• Excellent blog
• Good customer service
• Constantly adding new features
• Large email template library
• Includes SMS messaging
• Fantastic automation tools
• Clean and navigable UI
• Offers coaching services

Cons

• Buying more contacts is a little pricey
• Form builder could be more robust
• No native integrations

Keap Alternatives

It depends on what you’re going for. We’ve mentioned HubSpot and Salesforce that you’ve probably checked out already.

Instead, you may want to look into Sendinblue, especially the monthly cost of Keap seems a little high for your budget.

What Is Sendinblue?

Sendinblue is a popular and very affordable email marketing service. However, in the last few years, they’ve added a variety of CRM tools into their service as well as SMS text campaigns, retargeting ads, and forms.

It’s also very easy to use, and you can scale up or down easily from your dashboard the different Sendinblue services you use.

The only downside is that Sendinblue doesn’t have built-in payments though you can integrate this easily enough via Zapier.

Likewise, ActiveCampaign has also added CRM features, so you may want to look into them as well.

Keap: The Verdict

Keap is a powerful, comprehensive, and easy-to-use CRM packed with tons of features. Whether you have a CRM solution in place or are shopping around, don’t miss this excellent SaaS tool.