Customer relationship management isn’t always easy, especially for small businesses. Due to the wide selection of features available, it’s challenging to pick your CRM software solutions, and it might take some time until you get accustomed. That’s not the case with Keap CRM, though. In this Keap review, we’ll dive into the nitty-gritty of this platform and see what makes it stand out amongst its competitors.
What is Keap CRM?
Formerly known as Infusionsoft, Keap is a cloud-based sales and marketing solution that handles CRM, marketing automation, landing pages, eCommerce, and more.
The platform prioritizes ease of use. With it, you can create automated multistep processes for sales and marketing, build landing pages and email templates, or handle eCommerce duties like inventory management without much effort.
All you need to get started with Keap is to set up your dashboard, import your contacts, and manage your tags for better navigation. Its user interface is highly intuitive, and you can customize it according to your needs.
Not to mention that the platform offer 24/7 customer support, a knowledge center, webinars, training, and a community page where you could exchange ideas with other Keap users.
This makes Keap a perfect choice for small businesses looking for a capable, straightforward CRM solution jam-packed with advanced functionalities.
Keap CRM Pricing
Keap offers three pricing plans:
- Pro – from $129/month
- Max – from $199/month
- Max Classic – upon request
Note that pricing varies based on the number of contacts you have.
Keap’s Pro version offers a fairly substantial feature set. This plan is available for up to two users, while each extra user costs an additional $29/month.
The Max plan is available for up to three users, while each extra user costs $29. Aside from the features found in the Pro plan, Keap Max also offers marketing analytics, promo codes, and upsells.
Keap CRM Pros and Cons
Keap CRM Pros
- Easy to use
- Highly customizable
- Advanced marketing features
- Excellent automation tools
- Brilliant customer support
- Comprehensive integration capabilities
- App marketplace
- In-depth reports and analytics
Keap CRM Cons
- Steep price for start-ups
- Many marketplace apps require a monthly fee
- Potentially overwhelming for those without any prior experience in CRM software
Keap CRM Features
Let’s discuss this in further detail.
Keap’s sales automation capabilities are one of the platform’s stand-outs in terms of CRM. You can use it to manage sales pipelines, automate follow-ups and the lead capture process, etc.
Automate Sales Funnel
Keap allows you to automate the sales funnel by dividing your funnels into three groups: awareness, consideration, and decision. This straightforward approach lets you manage and track contacts across various sales funnel stages.
For instance, you could set up a lead magnet during the awareness stage. Once you’ve collected the contact information, Keap allows you to create automated email campaigns designed to capture your audience’s interest and nurture them through the sales funnel.
Moreover, the platform handles the lead scoring process. In other words, Keap will automatically identify the best opportunities so that you can close the deal right away.
This works by assigning a set of rules for each prospect’s actions, like submitting a form, clicking on a set number of links, or opening your emails. After that, Keap will automatically track and rank prospects based on your specified criteria.
Keap offers solid CRM reports as well. The platform provides pipeline reports that give insights into how prospects move through the sales funnel, what opportunities await, and more.
You can also find sales forecast reports. These merge past sales trends with your current leads and opportunities to provide accurate future revenue predictions.
All the features listed above are packed into an easy-to-navigate dashboard that you can customize to display the information that matters the most.
Keap doesn’t leave anything to be desired regarding email marketing either.
Customizable Email Templates
First, Keap CRM offers a wide selection of customizable templates fit for various types of emails. You can find templates for welcome, follow-up, newsletter, sales, reminder, and cold emails.
Second, Keap allows you to segment your audience based on specific criteria, like personal details, industry, and behavior. Coupled with its automation capabilities and templates, you could set up high-converting email campaigns in no time.
Furthermore, new leads are automatically segmented based on your set conditions.
Third, there’s an easy-to-use A/B testing tool. In short, this functionality allows you to test multiple variants of the same email to see which one yields the best results.
However, what makes Keap shine is that you can test up to five variations simultaneously. This can save you plenty of time, as you’re no longer restricted to performing A/B tests with two or three variations at a time that other tools offer.
But that’s not all.
Keap’s A/B testing tool offers many options regarding the email components you want to test. The platform will track the effectiveness of your subject lines, images, call-to-action buttons, pre-headers, and even the senders’ names.
After completing the test, Keap will select the winning variation based on click rates or open rates.
If you’re out of ideas, the platform offers a subject line generator. Simply select the type of emails you’d like to create, from newsletters or follow-ups to re-engagement or promotions, and Keap will take it from there.
Without a doubt, landing pages are crucial for capturing leads and getting them to convert quicker. Keap got you covered. The platform provides a landing page builder that lets you build landing pages in a few minutes.
The way it works is simple: You can choose between various templates or start from scratch. All of Keap’s templates are responsive, so you don’t need to worry about mobile-friendliness.
Upon selecting a template, you can preview your web page on mobiles, tablets, and desktops. You can make the necessary changes to ensure your landing page provides a consistent user experience across all devices.
The landing page editor is intuitive and easy to use. You can find the main toolbar on the left side of the screen, while you can perform in-depth edits with the tools found on the left side.
You also have the option to undo or redo any edits and access a version history.
In terms of customization, Keap allows you to replace any template images with royalty-free photos found in its gallery. The cherry on top: Each image is optimized for loading speed, so you won’t need to compress them yourself.
Moreover, Keap allows you to add new sections to your page by selecting one of the platform’s pre-built sections or building one from scratch.
Pre-built sections include forms, call-to-action buttons, testimonials, headers, and more.
Other landing page builder features include reports, Google Invisible reCAPTCHA, etc.
Keap CRM Alternatives and Competitors
Keap CRM vs. Salesforce
Keap might be a better option for small businesses.
It is easy to use, has excellent customer support, and provides many advanced features, like automatic lead scoring.
Moreover, its email marketing, landing page, and eCommerce-specific functionalities should be enough to cover a small business’s needs.
Second, the platform emphasizes customization. You can tweak the UI, workflows, dashboards, and even create tailor-made solutions via the AppExchange.
Keap CRM vs. Pipedrive
Pipedrive might be a better pick if you want to handle sales specifically.
The platform includes task, contact, deal, and pipeline management, chatbots ready to implement on your website, in-app phone calls, and an AI sales assistant that will give you tips on improving your sales processes.
Moreover, pricing starts from $14.90/user/month. In other words, Pipeprive brings better value for money in that regard.
Keap CRM vs. Monday.com CRM
In short, Monday.com CRM is perfect for start-ups or small teams with basic CRM needs. The software offers a free version for up to two users, while paid plans start at $10/user/month.
Some of Monday Sales CRM’s features include unlimited customizable pipelines, deal and activity management, quotes and invoices, etc. Its upper-tier plans also cover sales forecasting, email automation, tracking, lead scoring, and in-depth analytics.
Keap CRM Review Conclusion
Overall, Keap CRM is a well-grounded software solution. It’s easy to use and provides plenty of basic and advanced CRM features, like lead scoring and solid automation capabilities.
Besides, its email marketing and landing page tools are solid. The platform’s in-depth A/B testing tool can come in handy. Not to mention that you can test up to five variants simultaneously.
Meanwhile, its landing page builder lets you quickly set up a responsive, high-converting landing page tailored to your needs.