Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.
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- Lead nurturing (146)8.484%
- List management (147)8.484%
- Email deliverability reporting (149)7.676%
- Standard reports (144)7.070%
- Setup fee optional
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
- $199 per month
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 7.9Task management(20) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 7.8Billing and invoicing management(16) Ratings
This includes automated invoice creation and billing.
- 6.5Reporting(27) Ratings
Software provides a broad range of standard and the ability to build custom reports.
- 6.4Automated CRM activity logging(1) Ratings
Logs information related to contacts, events, and calls.
- 9.1Sales pipeline management(1) Ratings
Sales funnel automation with triggered actions at different stages, pipeline visualization, and performance tracking for revenue forecasting, conversions, duration, etc.
Using software to manage lists, send emails, automate email campaigns, and track results.
- 8.4WYSIWYG email editor(50) Ratings
Users can create html emails through a drag-and-drop interface, without html coding knowledge.
- 7.9Dynamic content(47) Ratings
Users can tailor email, website or landing page content depending on the viewer or recipient (e.g., email salutations that include the recipient’s name).
- 6.7Landing pages(134) Ratings
Users can create web pages that are customized to a particular email or campaign. Landing pages often include web forms which can capture visitor information and integrate it back into the MA software.
- 6.3A/B testing(10) Ratings
Users can experiment with different variations of a campaign and measure results. Testable aspects might include subject lines, header images, or landing page copy.
- 7.1Mobile optimization(124) Ratings
Users can easily optimize emails and landing pages for mobile devices.
- 7.6Email deliverability reporting(149) Ratings
The software helps ensure inbox delivery of email campaigns, through features such as deliverability tests, opt-in management, bounce handling, suppression lists, dedicated IP addresses, and delivery monitoring.
- 8.4List management(147) Ratings
This involves creating, filtering, editing, merging and de-duping lists of contacts.
- 8.8Triggered drip sequences(49) Ratings
The software allows users to set up automatic / drip email campaigns triggered by certain events.
The process of tracking and managing prospective customers from lead generation to conversion.
- 8.4Lead nurturing(146) Ratings
Users can set up drip email campaigns based on time intervals or actions taken by prospects, in order to automate the lead nurturing process.
- 7.2Lead scoring and grading(128) Ratings
Users can set up the software to automatically rate leads based on buying signals, such as form submissions or page views, and automatically qualify leads based on demographic factors.
- 7.2Data quality management(129) Ratings
The software helps maintain and organize data around each lead and avoid data problems such as duplicate contacts or non-standard formats.
- 8.7Automated sales alerts and tasks(138) Ratings
The software helps ensure that a sales person is notified of lead activity and can act on the information in a timely fashion.
- 9.1Automated follow-ups(1) Ratings
Email or text follow-up messages are automatically sent in response to buying signals from potential customers. Contacts may be segmented and tagged for personalized messaging.
Users can schedule campaigns and/or events with reminders, announcements, etc.
- 8.4Calendaring(88) Ratings
The software helps users maintain a calendar of all marketing activities.
Users can report on and analyze usage, performance, ROI, and/or other metrics of success.
- 6.9Dashboards(55) Ratings
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
- 7Standard reports(144) Ratings
The software offers pre-built reports with metrics standard to the category.
- 7Custom reports(136) Ratings
Users can create custom reports.
Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.
- 7.1API(126) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
- 7.4Role-based workflow & approvals(108) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
- 7.1Customizability(138) Ratings
Users can customize their instance with features like custom fields and custom objects.
- 7.3Third-party software integrations(1) Ratings
Integration functionality with third-party or in-house systems.
- 5.5Mobile app for sales & marketing automation(1) Ratings
Refers to the functionality of mobile apps and their compatibility with different mobile devices.
- Tech Details
- Sales & marketing automation: Emails and other marketing actions are triggered by client action
- Sales Pipeline: Visual dashboard to track the sales process
- Payments and e-commerce: Invoices for clients can pay in one click
- Reporting & analytics: Know what’s working and where to focus time
- Appointments: Clients book time based on the user's availability
- Email marketing: Email automations and templates
- Mobile app: A dedicated business phone line, SMS & email to stay connected
- Integrations: Connect data with hundreds of apps
- Supported: Landing pages
- Supported: Mobile optimization
- Supported: Email deliverability reporting
- Supported: List management
- Supported: Lead nurturing
- Supported: Lead scoring and grading
- Supported: Data quality management
- Supported: Automated sales alerts and tasks
- Supported: Calendaring
- Supported: Standard reports
- Supported: Custom reports
- Supported: API
- Supported: Role-based workflow & approvals
- Supported: Customizability
|Deployment Types||Software as a Service (SaaS), Cloud, or Web-Based|
|Mobile Application||Apple iOS, Android|
|Supported Countries||United States, Canada, United Kingdom, Australia, New Zealand, South Africa, Ireland|
- 8.8Likelihood to Renew40 ratings
- 9.1Availability6 ratings
- 9.1Performance6 ratings
- 5.2Usability25 ratings
- 9.1Support Rating26 ratings
- 8.6Online Training7 ratings
- 9.1In-Person Training6 ratings
- 8Implementation Rating8 ratings
- 2Configurability1 rating
- 9.1Product Scalability3 ratings
- 1Ease of integration1 rating
- 1Vendor pre-sale1 rating
- 6Vendor post-sale1 rating
- 5.5Keap Customization22 ratings
- Automated emails.
- Lead database.
- Application integration.
- More price options.
- More done for you templates.
- More onboarding tutorials.
- tagging customers to segment
- database management
- phone and chat support are good
- has not kept up with other platforms on automation of segmenting
- not intuitive
- older design - requires more steps to accomplish the same thing
- Follow up
- Sales pipeline
- Phone line
- Organize contacts.
- Process leads.
- Monitoring a customer/project through the loan process.
- The email creation module is not as robust as it could be.
- Duplicate contact removal.
- Limited text campaign size (number of recipients).
- Targeted emails
- Keeps notes on clients
- Too complex for a small business
- Takes a long time to load data
- Automations were difficult to understand and test
Keap was not as user friendly as I thought it would be. It often ran slowly and had overly complicated interfaces. It was clearly designed for larger corporations and then retrofitted for a smaller enterprise.
- Highly customizable - fields in contact records can be created and integrated with many different tools
- Automation - this takes a learning curve to do really well but is very powerful if you know how to use it. Well beyond cheaper email campaign solutions
- Reports (mostly) - There are probably hundreds of reporting options in different parts of Keap, and the most useful ones can be highly customized with all custom fields, saved, and used on a recurring basis. Some reports I wish had more capabilities like their main ones, but for the most part it works very well.
- Detailed logic building in campaigns can be somewhat challenging for new users. After 5 years I don't feel limited by this but when it's time to train new team members they're prone to mistakes for quite a while.
- Some reports lack the ability to combine with custom fields/other search parameters which requires some work arounds like tagging the results of one report to open in a different report and narrow down.
- Change history on company records, contact records, subscriptions etc is difficult to see. This doesn't come up often but sometimes we need to see who changed a setting or subscription and can't find that right within Keap
- Organized use of CRM
- For beginners, it is a barrier to entry
- The price is much higher than most CRMs
- Duplicates are hard to manager after you've already marked them as non duplicates
- Shot mailing according to triggers
- Schedule Meetings
- Invoicing / Payments
- Create custom currency for invoice
- Offer second number worldwide with SMS
- shopping cart
- send complex email sequences
- sync my emails with specific records
- Email deliverability - an ever changing frustration to know what will count as "activity"
- Rigidity in applying double opt in
- accurate checking for dups
- use of templates and integration with website
We use Keap/Infusionsoft Max Classic to automate the customer facing side of our business. We use Keap for email, SMS, landing pages, funnels, orders, subscriptions, and customer relationship management. The software is robust and powerful if you have the full functionality available through Max Classic.
I can't ignore the reputation the software has as "confusionsoft." I think this stigma was attached to previous versions of the software, or by people that didn't have or take the time to learn the software. Ultimately I always prefer software that is limited by power, not design.
Infusionsoft let's you squeeze every bit of power out of it that you possibly can, if you take the time to learn how to use it properly. On the other hand, I've used software like GHL and Active Campaign that have a lower learning curve but also limit the capability of the user by design and it is a frustrating experience for someone like myself.
I've used a lot of different software and software suites, but I have yet to find one as robust and complete as Keap/Infusionsoft. There is a steep learning curve, but it isn't impossible to learn and it is a skill that will pay dividends for your business if you are willing to make the time to learn it. The one thing that I do wish they would improve on is the analytics functionality.
Overall, Keap/Infusionsoft has taken our business from a daily hassle of followup and reaching out to an automated business that tells us what customers need attention and where they are at. This gives us time to focus on what really matters to us, the customer. Not the systems.
- Email Marketing
- Customer Relationship Management
- Landing Pages
- Customer Orders
- Subscription Billing
- SMS Marketing
If you are looking for any single slice of that pie, such as only building funnels or only storing customer information, then there may be better suited software with a lower price tag. I also think that if you rely heavily on SMS marketing then they are probably better solutions out there.
But if you are looking to fully and seamlessly automate your business then Keap/Infusionsoft delivers the best bang-for-your-buck value on the market in my experience.
I use Keap in my organization mainly as a Customer Relationship Management and as a database for our prospects, referral partners, and active clients. It is a software that is essential to the daily operation of the business as well as the role I play at Credilife, which is primarily sales-oriented. We use FixYourFunnel as well, which is integrated with Keap and it makes it easy for me to make calls and texts that are automatically tracked and recorded which makes marketing very easy. It also is a database where every one of our leads or clients is in, and it directly addresses our need for information management.
- Tracks information
- Integration with other software
- Saves time and effort
- Customer Relationship Management
- More integration with Zoom and other softwares
- UI could be improved to be smoother
- Not needing to click "Save" after each change in Tags and other tabs
- Sales and Marketing Automation.
- CRM - Segmentation.
- Mass Mailing.
- Sales Process.
- Managing Sales Pipeline
- Some of the eCommerce functionality.
- Campaign Builder - as I’m a visual person, the ability to map out and build automation on not only sales and marketing funnels, but internal processes as well. This has been a game-changer to setup automation and we continue to reap the rewards years later.
- CRM - using it as a CRM has allowed me to have a single source of truth for my leads and customers to collect info on, add notes, track and trigger automation savings hours every week, and help prevent leads from falling through the cracks.
- Innovation - they were one of the first in the market and are still innovating to make the product better.
- Version Options - There are 3 different versions of the software now (we use 2 different versions across 3 businesses). Depending on your needs - you can grow with the platform if you want to access more functionality, or keep it simple and have an easier user interface
- Text Messaging - they just released this in the US. It will be good when this is available for other international users for text broadcasts and automation.
- Business Line - this will also be good when it's available in Australia.
- Organize leads.
- Helps to organize sales processes.
- Helps with easy communication using campaigns and broadcast.
- Helps me sell by using easy quotes.
- The appointment feature can use more flexibility in how you set up availability.
- Course and program marketing
- Client/student record management
- Tagging and client segmentation
- Product ordering with good promotion capability
- Complex auto-marketing and prospect nurturing features
- Hiding, but retaining, archived campaigns, promotions, products, etc.
- An ACH debiting option in payment collection
I discovered KEAP partner Greg Jenkins and Monkeypod Marketing earlier this year, and have found Greg and his team and followers to be a tremendously valuable resource. If KEAP can do it, Greg and his folks know about it and can provide a lot of time and labor-saving support.
Here is just one specific example: We wanted to start holding live webinars. To start simple, we decided to have a weekly webinar at the same time and day of the week, every week. In Keap, we set up a single campaign to handle all webinar registrations and reminders, forever. If it's before Wednesday at 10am, the campaign is short, reminding them of the webinar happening very soon. After Wednesday at 10am, any new registrants will receive reminders about the following week's webinar. With Keap Max Classic's campaign builder, it's easy to build an evergreen campaign that follows up appropriately depending on the timing of the registration. All we do now is run the webinar once a week.
- Sales pipeline management and automation
- Automated long-term nurture
- Note templates as shortcuts for sales reps (with automated follow up)
- Keap is very contact-centric. It's hard to manage B2B relationships.
- I wish Keap Max Classic had built-in appointment scheduling.
- The relationship between opportunities and contacts is sometimes confusing.
- Custom Reports
- Integrations with 3rd party applications
- Referral Commission Tracking
- Customer Journey Communications
- Payment Processing
- Access opportunity data at the campaign level
- Note organization
- Campaign automation.
- Help on line - super chat, they don't stop until they solve your problem.
- Training. They have super trainers. The best of the best is Greg Jenkins. The first time I followed a course, I asked a question. He answered with a video, just for me. It was more than 10 minutes. Super clear, super useful. This had never happened to me before.
- Stronger interaction with Facebook
- Insert easily video in the emails in the campaigns
- Go back when you type an email, if do a mistake
- Contact Database Organization.
- New Prospect Engagement and Nurture.
- New Customer Onboarding and Fulfillment.
- Processing Orders.
- Capturing Leads.
- Affiliate Management.
- Marketing Automation Campaigns.
- Customer Journey Design and Execution.
- The overall UI could be updated to feel more modern.
- The Sales Tax features are lackluster.
- The affiliate center design is limited.
My digital marketing agency uses it for everything from the online shopping cart to the delivery of services, reports, tracking, CRM, and even collecting testimonials. I have been using it there since 2010.
My live events company used it for three years (Until the pandemic) when we were running 14 live events per month--and it again processed all orders, registered event tickets, supported our membership portal, supported our ticketing portal, tracked speakers, contracts, projects, and all renewals. We did a case study of that use case here
- Manage new leads and nurture them until the convert into clients
- Track all client engagement opportunities and activities taken in the CRM
- Provide followup information in a timely and customized format for events, webinars, and other lead-generating activities.
- Webform needs to be updated for style and layout
- Landing pages could be more robust in options and variations
- Analytics needs better tracking
- The ability to enter a form directly into a webpage thus eliminating the need for additional WordPress plugins.
- Built-in order form and shopping cart functionality including payment processing.
- Easy-to-use task management allows us to trigger different automation depending on the completion goal of the task.
- There are 2 different mail builders as they upgrade the system which can be a bit challenging but the builder in the newest version is extremely easy to use.
- The landing page builder is not quite as robust as some 3rd party landing page builders but improvements and feature enhancements are added regularly and have made it very easy to use.
- Follow-up with leads.
- Follow-up with clients.
- Nurturing clients/leads.
- Appointment reminders.
- Contact management.
- Tracking monthly & annual sales.
- Occasionally, clients with some complex needs for sales management can have difficulty with Keap, but generally most needs can be met after discussions and thoughtful planning.
- Email inbox placement can sometimes be an issue, but I've found that proper planning, utilizing best practices and careful list hygiene management takes care of this in nearly all instances.
- For my use, the ecommerce functionality is fine, but I do have clients who need more robust reporting and taxation functionality, which has been improving, but is still an area that needs additional attention.
- Email Automation.
- Lead Management.
- Sales Pipeline.
- Ease of use, but vast number of training materials available.
- It's like mobile version has low features compared to the web version.
- The campaign part is bit complex and take time to learn things.
- Pricing: Keap Max Classic (formerly Infusionsoft) is affordable for nonprofits and small businesses and includes all the automation features we need!
- Customer Support: Our onboarding and success coaches have been so helpful, taking into account some unique processes we have and finding solutions.
- Updates: Keap is constantly providing more and better solutions!
- Analytics: They have recently added some analytic reports and dashboards, but I believe they still have a lot to be desired here. Because they are still rather new, I do have faith these will be updated.
- Membership: Our organization and e-commerce include membership to our Institute, which isn't quite something that Keap was designed to support, so we have to get creative to automate processes or are stuck with some manual things.
- Shopping Cart: The Keap shopping cart leaves something to be desired with UX, especially for our international customers.
- Email automation.
- Email formatting.