Overview
Keap (formerly Infusion Soft) is a perfect CRM, sales, and marketing software software for small businesses to create personalized campaigns.
- Best for: Consultants, coaches, agencies and home-service businesses that want one system for leads, follow-up, booking, invoices and payments.
- Key features: Sales pipeline, email and text automation, appointments and invoicing on a single all-inclusive plan.
- Skip it if: You mostly send newsletters. It costs far more than newsletter tools.
- Pricing: New customers get one plan at $299/mo, or $2,988 a year (about $249/mo). It’s reported to include two users, with extra users costing more. Older Pro, Max and Ultimate plans remain for existing customers only.
- Check before you buy: Ask how price changes as your contacts and users grow, and whether setup help costs extra.
Screenshot
Features
- Task Management
- Segmentation
- Mobile Access
- Lead Scoring
- Marketing reports
- Multimedia marketing management
- Email marketing, Automated Campaigns
- Built-in metadata and keyword fields
- Marketing automation
- API
- Conversion optimization tools
- Invoices
- Activity monitoring
- Referral program management
- Dynamic Content
- Customer Surveys
- Auto-Responders
- CAN SPAM Compliance
- Event Triggered Email
- Subscriber Management
Specifications
- Deployment: Cloud Based, Web Based, SaaS Based
Training
- In Person
- Live Online
- Webinars
- Documentation
Keap Users
Available Support
- Business Hours
- Online
Language Support
- English
Company Details
Company Name: Keap
Headquarter: United States
Full Address:
Reviews
I love that I can segment my clients into different groups to email them directly from Keap, and also do the same with prospective clients and past clients. Having everything in one place makes my life so much easier and streamlined and has encouraged me to do even more than I was before in regards to client communication.
InfusionSoft was great at first and exciting to learn the platform and start building campaigns. The campaign builder is by far the best part as it is very easy to understand and super easy to visualize your campaign the way it maps out. The elements, processes, communications, etc. are all on a grid map with arrows connecting and directing contacts where to go based on criteria, tags, and triggers you define and set. Once your developers connect everything you need, it is fun to create campaigns.
I like the fact that Keap is available on all of my devices and I can very quickly access my calendar/availability realtime. Since using Keap, I have not missed meeting appointments and more prospects have reached out to me to schedule meetings. It has completely eliminated phone calls and emails back and forth tryiong to schedule meetings! Great time saver!
I like that it’s all automated, and once it’s set up, I don’t need to do anything! It works really well to do my follow ups with leads and bring in more leads. It seems seamless, and my patients seem to love it. Especially our follow-up campaign. We have had very positive feedback.
I love that I can segment my clients into different groups to email them directly from Keap, and also do the same with prospective clients and past clients. Having everything in one place makes my life so much easier and streamlined and has encouraged me to do even more than I was before in regards to client communication.