There’s no doubt that you started your company from the ground up. And no one knows it better than you. However, while letting go scares you, the prospect of expanding thrills you. It would be best if you scaled in such a way that your firm is healthy, your customers are satisfied, and your team thrives.
With that said, Keap is a complete CRM system for small enterprises to develop client relationships. It consolidates all clients and prospects into a single, easy-to-manage platform. It increases sales while also saving time.
So, is it the best CRM software that fits your needs and business? Well! To keep you on your toes and help you decide whether Keap is right for your business, we’ve put together an unbiased and extensive Keap review.
So, let’s begin.
What is Keap?
Keap, formerly known as Infusionsoft, is a sales and marketing solution developed for marketers and sales managers looking for new or more significant automation to assist small businesses with their operations.
It’s a simple, all-in-one solution that uses complex marketing campaigns, lead scoring, essential integrations, sales automation tools, and a drag-and-drop campaign builder to help firms execute and nourish long-term development.
The Keap also provides experienced coaching, in-depth training, great support, and a dedicated network of entrepreneurs to assure your success. Users can create contact segments, measure customer interactions, send emails, and conduct campaigns with targeted communication triggers based on email opens, clicks, and other factors.
Who Keap Is Good For?
Companies seeking a CRM that includes extensive automation features: Keap is for you if you are looking for sophisticated technologies that come with an entire collection of sales and marketing automation capabilities. Text messages, tasks, processes, invoicing, and payments may be automated using Keap.
Companies that rely on email marketing campaigns: If you want to make it big, you must invest your time and energy in email marketing campaigns. Therefore, Keap can be your faithful ally. Users can send an infinite amount of emails using Keap, which also includes a stylish library package for newsletters and broadcasts. Keap can also assist you if you require advice on improving your email delivery and open rates.
Businesses requiring a CRM with eCommerce capabilities: Invoicing, order checkout and payment capabilities are available in Keap. You can effortlessly send invoices to clients through email and keep track of all the payments history.
Getting Started With Keap!
Keap has an easy-to-use interface that makes it easy for users to start. When you initially join up for keap, you will be requested to enter your contact details manually or by importing from a spreadsheet or other contact lists like Google, Mailchimp, or Quickbooks.
If it weren’t for a spam-deterrent question asking if the contacts desire emails from your business, this would be a straightforward procedure needing only a few clicks. Keap will not enable you to email them if the response is no.
The Keap dashboard gives you a bird’s-eye view of your sales numbers, scheduled meetings, email campaign, and a simple form to add a new email, task, or appointment. This saves time when doing critical integrations and allows for more customization.
Further, you can choose Keap’s template or customize it the way you want. A drag-and-drop Kanban board makes it simple to drive deals via the phases of the sales, and pipeline statistics are only a click away, allowing you to discover pipeline bottlenecks and evaluate personal rep performance.
So. let’s now have a quick look at its features in this Keap review.
Keap Features: Best CRM Software
Automation of Marketing
Keap’s Marketing Automation feature is one of the most appealing features. It allows users to define triggers on the basis of contact tags, email engagement, and pipeline phases, among other things, to decrease manual work and struggle for your team. For example, you may create an automated welcome email when a new lead fills out a web form.
Some automation, such as adding contacts to a list when an email is viewed, may be configured without leaving the Contacts page. The contact’s profile summary includes real-time information on current chats, appointments, and tasks.
Let’s look at a couple more things that the marketing automation functionality can do:
- Making limitless campaign categories
- Customizing marketing messaging for prospective consumers
- Campaign modifications on the basis of performance.
Reports & Analytics
It is evident that after the marketing effort is over, you must determine whether or not it was successful. Well! The analytic feature of Keap is here to answer your question.
Users of Keap may visualize traffic, data, and insights while monitoring their company performance on a weekly and monthly basis. Conversions, open email rates, click-through rates, marketing, campaign effectiveness, and contact action are all included in marketing analytics and reporting.
With its reporting and analytics features, users can also identify areas for growth in revenue, payments, marketing, and sales. Users can alter engagement strategies and manage invoicing, for example, to increase performance right away based on these statistics.
Ecommerce
The e-commerce features offered by Keap’s platform will ace up your sleeves. You can create automatic e-commerce practices and processes to construct a hands-off online business. Without further assistance from a conventional e-commerce platform, the tools are feature-rich enough to satisfy your demands.
E-commerce features include structures for invoicing recurring payments as well as processing payments for one-time transactions. The platform facilitates both product and service sales via the internet. To provide safe, simple payment processing, users can use PayPal checkout.
Payment
With Keap, you can quickly create and deliver customized estimates that include pre-configured services and prices. You will receive activity updates when a lead evaluates and accepts your quotation. Once a transaction has been agreed upon, you can quickly turn your quote into an invoice, offer a discount, ask for a down payment, and set up prices via PayPal and other well-known credit card issuers and processors.
You can take credit card payments, send invoices, and keep track of payment activities with Keap’s invoicing and payment. Additionally, you can program daily, weekly, and monthly payments and automatic reminders for unpaid debts. You have a selection of payment processors, including Stripe, PayPal, and WePay.
Now that we know what Keap is all about and its features, it’s time we have a quick look at its pricing in this keap review.
Keap Pricing:
The Pro Plan
This plan costs $129/month and $1548 if paid annually. This plan includes one thousand five hundred contacts and two users. And if you want to add more users, it costs $29 for each user. This plan comes with a dedicated phone line & mobile app, streamlines payments & invoicing, advanced automation, text marketing, and many more.
The Max Plan
This plan costs $199/month and $2388 if paid annually. This plan includes 2500 contacts and three users. And if you want to add more users, it costs $29 for each user. This plan comes with the same services as the pro plan and a few additional services such as promo codes & upsells, marketing analytics, and more.
Pros & Cons: Keap Review
PROS
- Reliable feature set
- Breaks down barriers between the divisions of sales and marketing
- Helps targeted email campaigns
- Easy-to-use interface
- Great API and integration
- Excellent training and assistance
- Scalability
- Built-in eCommerce or shopping cart
CONS
- Some CRM modifications are absent
- Scaled price for contacts and users
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Keap Review: Final Verdict
Keap is an excellent tool with a wide range of features. It is especially appropriate for start-up companies that need an all-in-one software solution because they are still getting their bearings. In fact, Keap promotes itself as a service that helps small enterprises.
So, is it the best CRM software? Is it worth your time? Of course, yes. Keap is a compelling collection of tools for small teams who are prepared to ride their next wave of growth. We recommend you to at least try its free trial. This way, you can analyze if this sales and marketing automation tool best suits your business or not. And you can always switch to any other platform whenever you feel like you want to change.
If you still have questions about Keap, let us know in the comments below, and do let us know if our Keap review was helpful.
