What You Should Know About Keap: A Detailed Review of Features, Pricing, Pros & Cons, and Alternatives

Keap, formerly known as Infusionsoft, is a comprehensive customer relationship management (CRM) platform designed to help small businesses streamline their operations through automation and organization. It combines CRM capabilities with marketing automation, e-commerce tools, and sales management features, making it a versatile choice for entrepreneurs and small to mid-sized companies.

Overview of Keap CRM

Keap aims to simplify business processes by automating repetitive tasks and providing a centralized platform for managing customer interactions. This allows users to focus on building relationships and closing deals rather than getting bogged down by administrative work. The software is particularly beneficial for small businesses, solopreneurs, and firms in industries like real estate, consulting, and financial services.

Headquartered in Chandler, Arizona, Keap has garnered a reputation for its user-friendly interface and robust feature set. It is designed to cater to various business needs, from lead generation to sales tracking and customer engagement.

7 Key Features of Keap CRM

1. Contact Management: Keap offers a powerful contact management system that allows users to store all customer information in one place. Users can organize contacts with custom fields, tags, and segments based on demographics or behaviors, enabling targeted outreach efforts.
2. Sales Pipeline Management: The platform provides a visual representation of the sales pipeline, allowing users to track leads through different stages—from initial contact to closing the deal. This feature helps ensure no lead falls through the cracks.
3. Marketing Automation: Keap excels in marketing automation, offering tools for email marketing campaigns, lead nurturing sequences, and A/B testing. Users can automate follow-ups based on customer interactions and behavior, enhancing engagement without manual effort.
4. E-commerce Capabilities: The CRM includes e-commerce features such as invoicing and payment processing. Businesses can create quotes, accept payments directly through the platform, and manage transactions seamlessly.
5. Appointment Scheduling: Keap includes an integrated appointment scheduling tool that syncs with Google and Outlook calendars. This feature simplifies the process of booking meetings with clients or leads.
6. Analytics and Reporting: Users can access detailed analytics to track sales performance, campaign effectiveness, and customer engagement metrics. Customizable dashboards allow businesses to monitor key performance indicators at a glance.
7. Mobile App: Keap provides a mobile application that enables users to manage their CRM activities on the go. This ensures that sales teams can stay productive regardless of their location.

Pros and Cons of Keap CRM

Pros

• User-Friendly Interface: One of Keap's standout features is its intuitive design, which minimizes the learning curve for new users.
• Comprehensive Automation: The platform automates many tedious tasks associated with sales and marketing processes, allowing teams to focus on high-value activities.
• Affordability for Small Businesses: Keap offers competitive pricing plans tailored for startups and small businesses, making it accessible without breaking the bank.
• Robust Marketing Tools: With features like email marketing and lead scoring, Keap empowers businesses to execute effective marketing strategies.

Cons

• Limited Customer Service Tools: While Keap excels in sales and marketing functionalities, it lacks dedicated tools for managing customer service interactions.
• Performance Issues with Heavy Data: Some users report that the system can slow down when handling large amounts of data or complex operations.
• Integration Limitations: Native integrations may be limited compared to other platforms, which could hinder businesses relying on specific third-party tools.

Pricing Structure

Keap's pricing model is structured around the number of contacts managed within the system:

• Free Trial: 14-day free trial available for new users.
• Ignite Plan: $249 per month (billed annually) for up to 1,500 contacts and 2 users; includes essential features like email marketing and invoicing.
• Grow Plan: $329 per month (billed annually) for up to 2,500 contacts and 3 users; adds advanced features such as lead optimization.
• Scale Plan: $499 per month (billed annually) for up to 2,500 contacts; includes all features plus advanced reporting capabilities.

Additional users can be added at a cost of $29 each per month across all plans. This tiered pricing structure allows businesses to choose a plan that fits their size and needs while providing flexibility as they grow.

Alternatives to Keap CRM

While Keap offers numerous advantages for small businesses looking for an all-in-one solution, several alternatives might better suit different needs:

• HubSpot CRM: A widely used platform known for its free tier that offers essential CRM functionalities along with robust marketing tools.
• Distrobird: Designed with a focus on sales engagement and an intuitive interface, it’s perfect for sales teams looking for simple, effective functionality without the complexity of extensive automation or switching between multiple tools. Plus, it integrates seamlessly with HubSpot.
• Zoho CRM: Offers comprehensive features at competitive pricing; ideal for small to medium-sized businesses looking for customizable solutions.
• Salesforce Essentials: A scaled-down version of Salesforce designed for small businesses; it provides extensive customization options but may require more setup time.

Is Keap a Good CRM?

Keap stands out as an excellent CRM choice for small businesses that need robust automation capabilities combined with essential sales and marketing tools. Its focus on simplifying business processes allows entrepreneurs to regain control over their operations while enhancing productivity.

For Those Looking to Streamline their Sales Workflow

Distrobird is the perfect solution. It eliminates the hassle of switching between multiple tools by offering an all-in-one platform that handles everything from lead engagement to closing deals.

With powerful multichannel sequences, an integrated dialer, and a unified inbox, Distrobird allows sales teams to focus on what matters—selling—without getting bogged down by administrative tasks. Its user-friendly interface and features like form tracking and task management make it easy to stay organized, boost productivity, and drive better results. With Distrobird, you will have everything you need to supercharge your sales efforts in one place. And it seamlessly integrates with HubSpot.