Keap (Infusionsoft) CRM Review: Features & Pricing Plans

You need sophisticated tools in order to effectively grow and manage an online business.

Keap (Infusionsoft) CRM offers a range of features including lead generation, email marketing, customer segmentation, and e-commerce capabilities.

In this Keap CRM review, we will take a closer look at the platform's capabilities, user experience, and pricing options to help you determine if it is the right solution for your business needs.

Whether you're a small business owner, marketer, or sales professional, this Keap CRM review will provide valuable insights into how Keap can help you streamline and grow your business.

What Is Keap CRM?

Keap is formerly known as Infusionsoft and it's a customer relationship management (CRM) software that helps businesses manage and grow their customer relationships.

It offers a range of features, including marketing automation, lead capture, and customer relationship management, to help businesses streamline their marketing and sales processes. Keap is designed to be easy to use and is suitable for businesses of all sizes.

Keap is arguably one of the best CRM software available on the internet.

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How Does Keap's Sales Process Work?

Keap's sales process typically involves the following steps:

• Lead generation - attracting potential customers through various marketing channels such as websites, social media, and advertising.

• Lead qualification - determining if a lead is a good fit for your business and whether they have a need for your product or service.

• Presentation and demonstration - showing the potential customer the features and benefits of your product or service.

• Handling objections - addressing any concerns or objections the potential customer may have.

• Closing the sale - securing a commitment from the potential customer to purchase your product or service.

• Follow-up and retention - following up with the customer to ensure satisfaction and working to retain their business in the future.

Keap provides tools and automation to support businesses in streamlining and optimizing each step of the sales process.

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Keap (Infusionsoft) CRM Features

Here are some of the key features of Keap:

• Lead capture: Keap includes a range of tools for capturing leads, including web forms, landing pages, and social media integrations.

• Marketing automation: Keap allows you to automate your marketing campaigns and customer communication, including email marketing, social media marketing, and SMS marketing.

• Customer relationship management: Keap provides a range of tools to help you manage your customer relationships, including contact management, customer segmentation, and task management.

• Sales automation: Keap includes tools to help you automate your sales process, including quote generation, proposal management, and lead scoring.

• Analytics and reporting: Keap provides detailed analytics and reporting tools to help you track the performance of your marketing and sales efforts.

• Integration with other tools: Keap integrates with a range of other tools, including email marketing platforms, payment processors, and social media networks.

• E-commerce: Sell products and services online, track orders and payments, and manage shipping and inventory.

• Project management: Collaborate with your team on projects, assign tasks, and track progress.

• Sales tracking: Track sales activity and see where each lead is in the sales process.

• Appointments: Schedule and manage appointments with customers and clients.

• Quotes and invoices: Create and send professional quotes and invoices to clients.

• Sales pipeline management: Keap includes a sales pipeline tool that helps you track the progress of leads and deals through your sales process.

• Team collaboration: Keap includes tools that allow your team to collaborate and share information about leads and customers.

Keap CRM Pricing Plans

Keap has two pricing plans. Keap Pro and Keap Max.

Keap Pro

The Keap Pro plan is priced at $129 per month for up to 1,500 contacts. This price includes all of the features of the Keap Pro plan, including lead capture and management, marketing automation, CRM, sales tools, e-commerce support, and integration with other tools and platforms.

Keap Max

Keap Max is the premium customer relationship management (CRM) software plan offered by Keap. It is priced at $199 per month for 2,500 contacts and it includes all of the features of the Keap Pro plan, as well as advanced coaching and support.

Here are some of the key features included in the Keap Max plan:

• Lead capture and management: Tools for capturing and organizing leads from various sources, including web forms, social media, and email.

• Marketing automation: Automate marketing tasks such as email campaigns, social media posting, and lead nurturing.

• CRM: Full-featured CRM system for managing customer relationships and tracking interactions across multiple channels.

• Sales: Lead scoring, sales forecasting, and pipeline management tools.

• Promo codes and upsell

• Marketing analytics

• E-commerce: Support for online payments, order tracking, and shipping.

• Integration: Integrates with a range of other tools and platforms, including social media, email marketing, and payment processors.

• Advanced coaching and support: Keap Elite includes access to a dedicated success coach and a range of support resources to help businesses get the most out of the platform.

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Keap CRM vs Competitors

In this section, we will compare Keap with some of its alternatives.

Keap vs GoHighLevel

Keap and GoHighLevel are both customer relationship management (CRM) software solutions that help businesses manage and grow their customer relationships.

However, they have some key differences in terms of the features they offer and the target market they serve.

Here are some key differences between Keap and GoHighLevel:

• Features: Keap offers a range of CRM and marketing automation features, including lead capture and management, marketing automation, sales tools, e-commerce support, and integration with other tools and platforms. GoHighLevel offers similar CRM and marketing automation features, but also includes tools for task and project management, collaboration, and automation of business processes.

• Target market: Keap is targeted at small to medium-sized businesses, while GoHighLevel is primarily aimed at agencies.

• Pricing: Keap offers two pricing plans, with prices starting at $129 per month. GoHighLevel starting plan on the other hand is $97 per month.

• Integration: Keap integrates with a range of other tools and platforms, including social media, email marketing, and payment processors. GoHighLevel integrates with a wider range of tools and platforms, including project management tools, collaboration platforms, and business process automation tools.

You can learn more about GoHighLevel in this review.

Keap vs Vendasta

Keap and Vendasta are both customer relationship management (CRM) software solutions that help businesses manage and grow their customer relationships. However, they have some key differences in terms of the features they offer and the target market they serve.

Here are some key differences between Keap and Vendasta:

• Features: Keap offers a range of CRM and marketing automation features, including lead capture and management, marketing automation, sales tools, e-commerce support, and integration with other tools and platforms. Vendasta offers similar CRM and marketing automation features, as well as tools for local SEO, reputation management, and social media management.

• Target market: Keap is targeted at small to medium-sized businesses, while Vendasta is primarily aimed at agencies and local businesses.

• Pricing: Keap offers two pricing plans, with prices starting at $129 per month. Vendasta offers four pricing plans that are more expensive than Keap's. The cheapest plan costs $359/month.

• Integration: Keap integrates with a range of other tools and platforms, including social media, email marketing, and payment processors. Vendasta integrates with a wider range of tools and platforms, including local SEO tools, reputation management tools, and social media management tools.

Keap vs Systeme.io

Keap and Systeme.io are both customer relationship management (CRM) software solutions that help businesses manage and grow their customer relationships.

However, they have some key differences in terms of the features they offer and the target market they serve.

Here are some key differences between Keap and Systeme.io:

• Features: Keap offers a range of CRM and marketing automation features, including lead capture and management, marketing automation, sales tools, e-commerce support, and integration with other tools and platforms. Systeme.io offers similar CRM and marketing automation features, as well as tools for building landing pages, creating and hosting online courses, and managing affiliates.

• Target market: Keap is targeted at small to medium-sized businesses, while Systeme.io is primarily aimed at online entrepreneurs, digital marketers, and small business owners.

• Pricing: Keap offers two pricing plans, with prices starting at $129 per month. Systeme.io offers four pricing plans, with prices starting at $0 per month for the free plan.

• Integration: Keap integrates with a range of other tools and platforms, including social media, email marketing, and payment processors. Systeme.io integrates with a range of tools and platforms, including email marketing, webinar platforms, and payment processors.

You can learn more about Systeme.io in this review.

Systeme.io can be referred to as a free alternative to Keap, but the choice between Keap and Systeme.io will depend on your specific needs and the budget of your business.

Keap (Infusionsoft) CRM Review: Pros and Cons

Pros of Keap CRM

Here are some potential advantages of using Keap as a customer relationship management (CRM) software solution:

• Wide range of features: Keap offers a range of CRM and marketing automation features, including lead capture and management, marketing automation, sales tools, e-commerce support, and integration with other tools and platforms.

• Easy to use: Keap is designed to be easy to use, with a straightforward interface and step-by-step guides to help users get started.

• Suitable for businesses of all sizes: Keap offers four pricing plans to suit businesses of different sizes and budgets, from small startups to large enterprises.

• Integrations: Keap integrates with a range of other tools and platforms, including social media, email marketing, and payment processors, which can help businesses streamline their workflow and improve efficiency.

• Customer support: Keap offers a range of support options, including a knowledge base, video tutorials, and email and phone support. The company also offers training and coaching programs to help users get the most out of the software.

• Mobile app: Keap has a mobile app that allows users to access their CRM and marketing automation tools on the go.

Cons of Keap CRM

Like any software solution, Keap has some potential drawbacks that businesses should consider before choosing it as their customer relationship management (CRM) software.

Here are a few potential disadvantages of Keap:

• Complexity: While Keap is designed to be easy to use, it does offer a wide range of features and tools, which may be overwhelming for some users. It may take some time to learn how to use all of the features and to set up the software to meet the specific needs of a business.

• High cost: Keap is not a cheap CRM software. This may make it less suitable for businesses on a tight budget.

• Lack of customization: Some users have reported that Keap's templates and automation options can be limiting and that it is not as customizable as some other CRM software solutions.

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Keap (Infusionsoft) CRM Review: Frequently Asked Questions

Is Keap a CRM Tool?

Yes, Keap is a customer relationship management (CRM) software tool.

It is designed to help businesses manage and grow their customer relationships by providing a range of features, including lead capture and management, marketing automation, sales tools, e-commerce support, and integration with other tools and platforms.

Overall, Keap is a comprehensive CRM software solution that can be used by businesses of all sizes to improve their customer relationship management processes.

What Is Infusionsoft Used For?

InfusionSoft acts as an all-in-one solution that encompasses client management, appointment scheduling, lead management, marketing automation, sales processes, calendar management, quotation generation, billing, and payment processing.

Who Uses Keap?

Keap is typically used by small to medium-sized businesses, including entrepreneurs, solopreneurs, small business owners, and marketing agencies.

It is also used by sales professionals and other individuals who need to manage customer relationships as part of their job.

Keap is suitable for businesses in a variety of industries, including healthcare, financial services, real estate, e-commerce, and professional services.

It can be particularly useful for businesses that rely on automation and integration to streamline their workflow and improve efficiency.

Is Keap Easy To Use?

Yes, Keap is designed to be user-friendly and extremely easy to use. The platform provides an intuitive interface, and automated workflows to help streamline business processes. Additionally, Keap offers a range of resources, and onboarding support, to help users get started and make the most of the platform.

Is Keap A SAAS?

Yes, Keap is a Software-as-a-Service (SAAS) platform. It is a cloud-based solution that allows businesses to access its features and capabilities over the internet. This enables small businesses to easily and quickly start using the platform, without having to make significant upfront investments in technology.

How Long Is Keap's Free Trial?

Keap offers a 14-day free trial to new users. During the trial, users have full access to all of the platform's features and capabilities, allowing them to experience and evaluate the software before committing to a paid subscription.

Should You Use An All-In-One CRM Like Keap?

Yes, using an all-in-one CRM like Keap can be advantageous for small and medium-sized businesses. Here are a few reasons why:

• Streamlined workflow: An all-in-one CRM like Keap integrates multiple business functions such as lead generation, email marketing, customer segmentation, and e-commerce into a single platform, streamlining the workflow and reducing the need to switch between multiple tools.

• Improved efficiency: By automating repetitive tasks and providing a centralized location for customer information, an all-in-one CRM like Keap can help improve efficiency and productivity.

• Better customer insights: With a centralized database of customer interactions, small businesses can gain valuable insights into their customers' needs and preferences, enabling them to provide better customer service and support.

• Increased sales: By automating lead nurturing and sales follow-up processes, small businesses can increase their sales and close more deals.

• Ease of use: All-in-one CRMs like Keap are designed to be user-friendly, making it easier for small businesses to adopt and use the technology without requiring extensive technical expertise.

Is Keap an Email Provider?

Keap is a customer relationship management (CRM) software solution that helps businesses manage and grow their customer relationships. While it does include email marketing features, Keap is not an email provider in the traditional sense.

Keap allows users to send emails to their contacts through the software, and it includes features such as email templates, automation, and tracking.

Can You Build Landing Pages With Keap?

Yes, Keap offers landing page-building capabilities as part of its all-in-one CRM platform. The landing pages feature allows users to create custom pages to promote products, services, or events, and capture leads information. Keap provides a drag-and-drop landing page builder with customizable templates.

What Is the Difference Between Keap and Infusionsoft?

In 2016, Infusionsoft rebranded as Keap, but the product itself has not changed significantly. The company's CRM software is still called Infusionsoft by Keap, and it includes all of the features and tools that were previously offered under the Infusionsoft brand.

In summary, Keap and Infusionsoft are the same product, with the latter being the previous name of the company and product.

Conclusion

Keap is a CRM software that I strongly recommend for online business owners. With it, you can manage your entire business with ease from a single dashboard.

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