Keap CRM (Infusionsoft) Review 2023: Is The Tool Worth It?

In the ever-evolving landscape of customer relationship management (CRM) tools, finding the perfect fit for your business needs can be challenging. That’s where Keap CRM comes into the picture. In this review, we’ll dive into the latest version of Keap CRM and evaluate whether it’s truly worth your hard-earned money. 

As we enter 2023, it’s crucial to assess how Keap CRM has evolved and whether it still holds its ground as a robust and reliable CRM solution. With its extensive features and reputation as a powerful automation tool, Keap CRM has garnered a considerable following among businesses of all sizes. 

Join us as we explore the key features, pricing, user experience, and overall value proposition of Keap CRM, allowing you to make an informed decision about investing in this CRM platform.

What is Keap? 

Keap is a powerful customer relationship management (CRM) tool that helps businesses effectively manage customer interactions. It is a centralized platform where you can store and organize customer information, automate repetitive tasks, and create personalized marketing campaigns. 

With Keap, you can streamline your sales processes, nurture leads, and improve customer engagement. It offers a range of features such as contact management, email marketing, sales and marketing automation, and reporting, empowering businesses to optimize their efforts. Whether you’re a small business or a growing enterprise, Keap provides the tools and functionality to enhance your customer relationships and drive business development.

What is Keap best for?

Keap is an exceptional CRM tool that caters to various business needs. It shines brightest when automating tasks and processes, allowing you to focus on high-value activities. By leveraging Keap’s automation features, you can effortlessly nurture leads, automate email campaigns, and even manage your sales pipeline. 

But that’s not all. Keap also offers advanced features like appointment scheduling, hosting web forms, invoicing, and payment processing, making it an all-in-one solution for small businesses. 

Whether you’re looking to streamline your marketing efforts, enhance customer engagement, or simplify your business operations, Keap is a top choice that brings efficiency and growth opportunities to your fingertips.

What are the key features of Keap?

1. Lead scoring

Keap offers a key feature called lead scoring, which helps businesses prioritize their most promising leads. With lead scoring, Keap assigns scores to leads based on criteria like demographics and engagement, allowing you to identify and focus on leads with the highest potential. 

This automated process saves time and helps optimize your sales efforts, ensuring that your team dedicates resources to leads that are most likely to convert. By utilizing lead scoring, lead management becomes so much easier.

2. E-commerce payments

Keap software also has e-commerce payments, allowing businesses to securely accept payments within the platform. With support for various payment methods, Keap simplifies the checkout experience for customers, increasing satisfaction and the likelihood of repeat purchases. 

The CRM also provides automated order processing, inventory management, and tracking capabilities. By consolidating sales and payments in one platform, businesses save time, enhance efficiency, and improve the overall customer experience. Keap’s e-commerce payments feature streamlines transactions, strengthens security, and drives sales growth.

3. Integrations

Keap CRM supports various integrations, allowing you to connect and sync your preferred tools and applications seamlessly. 

Integrating these tools with Keap allows you to streamline your workflow, centralize data, and eliminate manual data entry. Syncing customer data between platforms enables personalized marketing based on purchase history or behavior. 

Keap’s integrations provide a unified ecosystem, enhancing productivity and efficiency by bringing together essential aspects of your business operations. With Keap’s integrations, you can create a powerful and tailored infrastructure that optimizes your workflows and boosts overall business performance.

4. Contact management 

Keap CRM’s Contact Management feature is essential for businesses to organize and manage customer information efficiently. With centralized contact profiles, you can access vital details, communication history, and purchase records in one place. 

Keap allows for easy segmentation and categorization of contacts, enabling targeted marketing campaigns and personalized messaging. The platform’s tools, such as email templates, automated follow-ups, and reminders, streamline communication and ensure timely engagement. 

With Keap’s Contact Management, businesses can deliver personalized experiences, build stronger customer relationships, and enhance satisfaction.

5. Quotes and appointments

Quotes and appointments are powerful features offered by Keap, designed to streamline and simplify managing customer interactions. Keap’s quote management capabilities allow you to create professional and customized quotes for your products or services. You can quickly generate quotes, customize pricing, and send them directly to your customers, saving time and ensuring accuracy.

Keap’s appointment scheduling feature enables you to manage your calendar and book client appointments efficiently. You can easily set up availability, share your calendar with customers, and let them schedule appointments at their convenience. This eliminates back-and-forth communication and reduces scheduling conflicts, making the appointment booking process seamless and efficient.

By integrating quotes and appointments into Keap, you can consolidate your sales and scheduling processes, allowing for a smooth customer experience. These features enhance professionalism, efficiency, customer satisfaction, and increased sales. With Keap’s quote and appointment management, you can streamline your business operations and make the most out of every customer interaction.

6. Sales pipeline management 

Sales pipeline management is a crucial feature Keap provides, designed to help businesses effectively track and manage their sales process. With Keap’s sales pipeline management capabilities, you can easily visualize the different stages of your sales cycle and monitor the progress of each deal.

Keap allows you to track leads, opportunities, and deals as they move through your pipeline. You can set up customizable stages and milestones to tailor the pipeline to match your specific sales tasks. This helps you stay organized, prioritize leads, and ensure that no opportunity falls through the cracks.

Moreover, Keap provides tools to assign tasks, set reminders, and collaborate with your team, keeping everyone aligned and focused on closing deals. You can easily access deal details, view contact interactions, and generate reports to gain insights into your sales performance.

By effectively managing your sales pipeline in Keap, you can improve forecasting accuracy, identify bottlenecks, and make data-driven decisions to optimize your sales process. This empowers you to boost sales productivity, increase conversion rates, and drive revenue growth for your business.

7. Email marketing 

Email marketing is a powerful feature Keap offers, enabling businesses to engage with customers through personalized and targeted email campaigns. With Keap’s email marketing capabilities, you can easily create and send professional-looking emails to your contact list.

Keap provides a user-friendly email builder that allows you to design visually appealing emails using customizable templates. You can personalize your emails with merge tags to address recipients by name, ensuring a more personalized experience. Keap also offers segmentation tools, allowing you to send targeted messages to specific groups based on criteria like demographics, behavior, or purchase history.

Automation is at the heart of Keap’s email marketing. You can set up automated email sequences, such as welcome emails, follow-ups, or nurturing campaigns, based on triggers like sign-ups or previous interactions. This helps you deliver timely and relevant content to your audience, promoting leads and fostering customer relationships.

Furthermore, Keap provides:

• Detailed analytics and reporting on email performance.

• Allowing you to track open rates.

• Click-through rates.

• Conversions.

These insights help you understand the effectiveness of your campaigns and make data-driven decisions to optimize your email marketing strategies.

8. Text message marketing 

Text message marketing is a valuable key feature that helps you reach your customers through SMS messages. With Keap’s text message marketing capabilities, you can deliver targeted and personalized messages directly to your customers’ mobile devices.

Keap makes creating and sending text messages to your contact list easy, allowing you to engage with your audience more immediately and intimately. You can customize your messages, include merge tags for personalization, and even automate SMS sequences for specific triggers or events.

Text message marketing in Keap is ideal for sending your customers timely reminders, promotions, or critical updates. It offers a direct and efficient communication channel, ensuring your messages are seen and acted upon.

Furthermore, Keap provides analytics and reporting on text message campaigns, allowing you to track delivery rates, engagement, and conversions. This valuable data helps you measure the effectiveness of your text message marketing efforts and optimize your strategies accordingly.

9. A/B testing 

Keap allows you to experiment and optimize your marketing campaigns effectively. With Keap’s A/B testing capabilities, you can compare two versions of your emails, landing pages, or other marketing assets to determine which performs better.

You can set up A/B tests by creating multiple variations of your marketing materials. You can test different elements like subject lines, call-to-action buttons, images, or content layouts to see which resonates more with your audience.

By splitting your audience into different segments and sending each segment a different version, Keap automatically tracks and measures the performance of each variation. This data-driven approach helps you make informed decisions and improve your marketing efforts based on actual results.

A/B testing allows you to continuously refine your marketing strategies and deliver more impactful messages to your audience, ultimately helping you achieve your marketing goals more effectively.

10. Analytics and Reporting 

Analytics and reporting are robust key features of Keap, allowing businesses to gain valuable insights into their performance and make data-driven decisions. With Keap’s marketing analytics and reporting capabilities, you can easily track and measure various metrics to assess the effectiveness of your marketing campaigns and overall business operations.

Keap CRM provides comprehensive analytics on KPIs such as email open rates, click-through rates, conversion rates, and customer engagement. These insights help you understand what’s working and needs improvement, enabling you to optimize your strategies for better results.

Additionally, Keap offers customizable reports that allow you to visualize and analyze data specific to your business goals. You can generate reports on revenue, sales pipeline, customer behavior, and more. These reports help you identify trends, spot opportunities, and make informed decisions to drive growth.

With analytics and reporting in Keap, businesses can better understand their customers, fine-tune their marketing efforts, and enhance overall performance. By leveraging data-driven insights, you can optimize your strategies, improve customer satisfaction, and achieve greater success in your business endeavors.

Keap Pros and Cons

Pros

• Comprehensive marketing tools: Keap offers a complete marketing toolkit, specifically their email marketing, campaign builder, and A/B testing. Text message marketing is also an excellent benefit for the Keap user community. 

• Easy to use: Keap scores good points for its ease of use. You can master its features in a relatively short amount of time. 

• Affordable solution: The Lite plan is highly affordable and includes most main tools. The software is suitable for small businesses with limited budgets. The business coaching fee is only $499, much smaller than other programs. 

• Easy to set up: Keap is very easy to set up, thanks to a dedicated customer success manager with every plan.

Cons

• No native integrations: While Keap has a marketplace with over 300 apps and extensions, there’s no support for native applications. Most of these tools require ongoing expenses.  

• Limited sales funnels: No sales funnel currently allows you to connect multiple landing pages to convert more leads.

Keap Pricing Plans

Keap CRM offers 2 different pricing options: 

• Pro: $199/month for the monthly subscription and $159/month for the annual subscription. This plan includes 1500 contacts and 2 users. 

• Max: $289/month for the monthly subscription and $229/month for the annual subscription. This plan consists of 2500 contacts and 3 users.

Keap Customer Service

Keap takes pride in offering excellent customer service to ensure businesses have the support they need. You can have peace of mind knowing that you have a reliable and responsive team ready to support your needs and help you maximize the benefits of using the CRM software.

Various support channels

Keap provides various channels for support, including email, phone, and live chat, so you can choose the method that suits you best. Their customer service representatives are trained to address your questions, provide guidance, and troubleshoot any issues you encounter.

Whether you need help with onboarding, technical assistance, or understanding specific features, Keap’s customer service team can assist you promptly and efficiently. They strive to deliver personalized and friendly support, ensuring that you feel valued as a customer.

Extensive knowledge base

Moreover, Keap offers an extensive knowledge base, including tutorials, guides, and FAQs, empowering you to find answers to common queries and access self-help resources.

Conclusion: Is Keap worth it?

In conclusion, Keap offers a comprehensive suite of features and capabilities, making it a worthy investment for businesses. 

With its robust automation tools, personalized marketing capabilities, and streamlined contact management, Keap empowers businesses to enhance customer relationships, drive sales, and boost overall efficiency. 

Additionally, Keap’s focus on providing excellent customer service ensures that businesses receive the support they need throughout their journey. 

While evaluating the value of Keap, it is important to consider your business’s specific needs and goals. Keap is a reliable choice to help take your business to the next level if you are looking for an all-in-one CRM solution.

FAQs

Who is Keap owned by?

Keap is an independent company founded in 2001. It was first named Infusionsoft, but the name was changed in January 2019. 

Is Keap CRM cloud-based?

Yes, Keap is entirely cloud-based, providing an all-in-one sales and marketing solution for businesses to convert leads into paying customers.

Does Keap integrate with Gmail?

Yes, Keap offers a feature called Email Sync that can connect Keap with your existing Gmail account.

Does Keap have funnels?

Yes, Keap does have funnels. Sales funnels help you organize and personalize customer interactions effectively. 

What payment methods does Keap accept?

Keap sees American Express, Visa, MasterCard, and Discover as acceptable payments.

Where is Keap located?

The company is located in Chandler, Arizona.

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