Keap CRM Review [Definitive Guide] 2023
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This is the Ultimate Insider Business School Review of the Keap CRM…
In this comprehensive review, we’ll cover:
What is the best customer relationship tool on the market today?
Let’s cut to the chase…
We tested several CRMs on the market, and the best for marketing is the Keap CRM.
Want to know why?
Well, in this review, we’re going to cover the features that make this marketing platform the right choice for small businesses that want to increase their company revenue in less than two years.
Keap, formerly Infusionsoft, is our best CRM for marketing. Its stellar marketing and sales features with great pricing are what you need to grow your business.
This Keap review will show you how this full-featured marketing and sales CRM will enhance your company size by gaining new leads, managing leads, delivering quotes, creating invoices, and much more.
Using Keap Infusionsoft, you’ll find everything you need for contact management, lead scoring, email marketing, and more in one simple system.
Every small business needs an excellent tool for customer relationship management.
And it’s better to go for one with an improved marketing automation feature. It should also be easy to understand and accompanied by top-notch customer support.
In this case, Keap fits that bill, providing our best marketing experience of the CRMs in its class.
So if you want a CRM with the right automation features to grow your business, you’ll love this guide.
Let’s get into it!
Specifications: Keap CRM
Bottom Line : All-in-one CRM with collaborative features for tracking customer interaction.
Our Verdict: Keap CRM
This CRM is one of the best you’ll find on the 2023 market for small businesses. Any small business that has used Infusionsoft will tell you that the marketing and sales tool doesn’t only store contacts.
Track clients, send personalized emails, automate follow-ups, and monitor your sales with Keap. Also, automate marketing and advertising and spend less time following up on leads manually.
Why is that?
Tracking your leads will improve your conversion rates and increase your sales.
Keep offers several features and will grow your business all from one place.
Related: Best CRM for Small Businesses
Compare to Similar CRM’s Keap
Compared to others, Keap will take your customer relationship management to another level. ‘
This Keap review will show you how effective the CRM is in defining and improving your customer service as a small business.
From storing contacts’ names, location details, activities on your site, communication history, and more, Keap offers its users excellent service and value for money.
For instance, one of Keap’s marketing campaigns is to extract leads from places like your business landing page, web forms, order forms, or social media. Immediately, the CRM sends a personalized welcome email to them.
This feature and more make Keap the right sales marketing tool for your business.
This is the AAWP table from the Best X for Y
Our Analysis Comparisons and Test Results
We know that you’re busy running your small business. So it wouldn’t make sense to embark on a test-drive of all the CRMs you come across. It’d cost you too much time, money, and maybe even customers.
So we decided to help you out – and take the heavy lifting off your shoulders.
Here’s what we did…
To determine the best CRMs, we asked business owners what software they used and the improvements they saw when managing customer relationships. But we didn’t stop there. We asked about the challenges they faced using each CRM.
We further checked review sites and business websites. We compared tens of CRMs, considering their versatility, pricing, ease of use, integration possibilities, customer support, and more features that will make your investment meaningful.
After narrowing the number down to 13, we then did more in-depth research into Keap. We had to know why every reviewer said that Keap beat other CRMs by a country mile, especially in marketing.
Look at this…
After signing up for business accounts, we checked out Keap’s demos to know what it would like for you, using the platform. We tried downloading the apps the users told us could integrate with the CRM and we checked them out.
Even though we experienced restrictions with using their mobile app, using the CRM on the web was smooth.
We couldn’t reach their help center agents at weekends, but we used their chatbot – that’s available 24/7.
Keap is, without doubt, one of the best CRM for small businesses in 2023, and you’ll see why now.
Aside from its marketing automation feature, which is a powerful tool in your business stash, Keap will give you live insight into your marketing campaigns’ overall performance.
Other top-notch features include pooling data from landing pages,
emails, and more to optimize relationships with customers and increase your sales.
… check out how Keap customer relationship management software compares in terms of ease of use, customer support, sales, marketing, reporting, and of course, value for money.
Value for Money
Keap helps small businesses with staying organized with customers and prospects. This CRM helps you stay connected to customers without much activity from you. Sometimes all you have to do is schedule an action.
Keap, which includes Infusionsoft by Keap, is a great marketing tool.
You can integrate with third-party apps like BigCommerce, Outlook, Leadpages, and WordPress, making running your business more effectively and in one place.
You will get an all-in-one customer handling feature using Keap. From email marketing to SMS marketing, client base management, scheduling, the landing page builder, and drag and drop feature, sales marketing is made easy for your small business.
With a marketing automation feature and campaign builder that’s easy to use, you can save money on multiple customer relationship management tools.
There’s a likelihood you’ll be recommending Keap to other small businesses when you see the host of features and pre-built templates available on your database.
Also, Keap pricing is relatively low for the sales marketing tasks performed each month. You get to manage tasks and appointments, send automatic invoices and track payments, and much more on the platform.
So there’s no doubt that you will get value for the money you invested.
Value for Money Rating
Ease of Use
When you use Keap, you’ll see that a whole combination of sophisticated tools can be simplified. Even if you’re not tech-savvy, you’re sure to find Keap easy to use.
Besides its smooth learning curve, there are guides and templates to help you navigate the CRM.
The platform is centralized, thereby giving you a fantastic user experience.
It is also code friendly and allows you to use features without any in-depth programming knowledge.
Here’s another thing…
Navigating the Keap platform is easy. The toolbar lets you scroll through important pages quickly. You can also customize the items on your drop-down, add a favorites list, and access the help center with a simple click.
Features like the email builder and campaign builder are highly intuitive. When you use the drag and drop feature for filling forms, it’s easier to visualize processes.
The email builder makes broadcasting more effective, and the campaign builder presents a great way of simplifying complicated marketing automations.
Keap keeps on finding newer ways to simplify marketing automations that would otherwise be complicated.
Overall, Keap is easy to use, whether you’re using it for sales marketing, lead management, commerce, or monitoring your sales pipeline.
Its plethora of features comes with a breezy setup and fantastic ease of use for any small business.
Ease of Use Rating
Your business needs an active sales process to grow.
Keap grows your business by helping you build a process that’s both scalable and repeatable.
Its sales automation is like marketing automations, on a smaller scale and targeted at individual salespersons. You can automate email responses and text messages too.
Keap offers sales automation, including lead scoring, determined by customer interaction with your messages and other processes. This automation feature allows your business to create custom quotes that clients can accept and convert to orders they’ll then pay for.
Look at this…
Keap’s sales pipeline will help you to track the location of each customer in the pipeline. This feature allows you to know the stage of promise delivery or payment for service. It’ll determine uncompleted tasks, next steps, and priority clients.
You can customize different pipeline stages based on your business operations. Also, send emails to leads as they progress. Then, monitor the sales process to enable consistent and timely deliveries on your promise.
On the deals screen, you’ll be able to create tasks, send emails, add notes, and other actions that make email marketing and sales marketing better for you.
Keap lets you create several sales pipelines for different contracts or services. Also, drag and drop contacts to highlight active clients or remove redundant ones.
This CRM and marketing tool helps you manage leads and clients so that none slips through the cracks.
Keap’s marketing automation is not only a staple feature.
It’s its best asset.
And the prominent marketing automation feature is its campaign builder.
The critical marketing automation feature of Keap is the campaign builder that helps small businesses build multiple marketing and sales processes from emails to landing pages.
Create or edit campaigns by clicking on old emails or making new ones according to your business needs.
Here’s something interesting…
Every small business wants to generate traffic to their website, but you need a tool to capture your leads and follow up on them.
The marketing automation feature ensures that your business has top-notch customer support attending to client needs swiftly. Greet each new lead with a personalized email, send automated emails, texts, and reminders to loyal clients, receive activity updates regularly, all in one place.
… use a dedicated phone number that sends calls to your existing phone to avoid using multiple phones for private and business calls. The professional email templates and email tracking help you know when a lead fills web forms, email forms, or visits your website.
Use the calendar feature to book appointments with clients, and have Google calendar remind both you and the client when it is time to close some sales.
Since the CRM database has the location, birthday, location, and more about each lead, regularly send targeted and interesting personalized emails to generate conversion.
Keap offers help in various forms to small businesses, regardless of the kind of business they run. Whether you’re a real estate agency or food service provider, you can be sure of one thing- Keap will help you grow your small business.
Keap keeps track of information and activities related to your clients.
Connecting Keap to your email provider means that Keap will update all client records whenever you send or receive a message from them. It ensures that you don’t lose a client due to delayed communication.
Create automated emails to send to new leads, explaining your services. Adopt any of the template emails, and tweak them to meet customer’s interests.
Keap compiles individual records like birthdays, conversations, and shared documents in a way that you can quickly find. Also, create tags to organize clients and complete follow-up activities that keep you in touch with every customer.
Here’s another thing…
If you’d like to keep track of your business performance, set Keap to compile records of topics like form completion, email open rates, and results of automated campaigns.
Also, find out where your customers come from and what they are looking at on your site.
Keap does so well in reporting that it allows you to keep sales reports that reveal revenue rates from leads, products, and third party referrals.
With Keap, you can run several administrative reports, billing reports, and order reports keeping you on top of your business game.
Keap’s customer support is a plus point. In several ways, the CRM goes above and beyond to attend to any issues customers might have, using the tool.
You will access Keap’s live chat feature, a community forum, user groups, and a help center. More resources include webinars and training, where you’ll learn how to make the most of the platform and troubleshoot issues.
You can also enroll in Keap university if you pay a little extra for this.
When you join the community forum, you’ll receive help, ideas, and tips from users within the United States and beyond. Also, speak with the CEO during live meetings.
Visit the help center, which is a repository of information. The agents will answer all questions about the features Keap offers and follow up to ensure that you understand. They are available between 6.a.m and 7 p.m PT Monday through Friday.
If you prefer texts, reach them via email, or use the chatbot available 24/7.
To serve you efficiently, Keap sometimes outsources support to trained third parties who will attend to your requests.
Also, access one-on-one coaching with both in-house and external tech experts that answer your questions and will guide you through several processes. But note – you will have to pay for this extra feature.
Customer Support Rating
Frequently Asked Questions (FAQ’s)
What is KEAP?
Keap is an email marketing and customer relationship management platform for small businesses.
It includes features to optimize customer relationships, making loyal customers out of prospects.
The CRM and marketing tool uses lead capture, marketing automation, automated campaigns, and e-commerce to help you cover more grounds doing less work.
Here’s what Keap does…
Keap will organize all client information and interaction in one place. Twenty-four24 hours a day, you can access the data from anywhere in the world.
It will also arrange your daily tasks in one system to free you from repetitive tasks.
Keap will track all prospects and customers. Also, utilize features like email marketing, client scheduling, marketing automation, sales tracking, and more to grow your revenue.
Without friction, easily schedule appointments, quote bills, and receive payments.
In all, Keap helps you make each customer feel special, leading to more referrals and loyal customers.
Is KEAP really Infusionsoft?
You may have heard people use the words, Infusionsoft and Keap. Here’s a little history to clear the confusion:
Keap started life as Infusionsoft in 2001.
It was a potent marketing tool for businesses that wanted to use customer relationship management to gain grounds in their industry.
Several years later, the company launched simplified versions of Infusionsoft. The versions, Keap Grow and Keap Pro, were targeted at small businesses.
The software company sells all three applications, including Infusionsoft by Keap under the name, Keap.
You’ll hear users mention Infusionsoft, but don’t let that confuse you. Many still use Infusionsoft when solely referring to CRM. Others use the word, Keap to describe the all-in-one CRM tool that includes many features that will make you compete high in your industry.
So it’s okay to use Infusionsoft and Keap interchangeably.
What is the difference between KEAP and Infusionsoft?
While the same company markets all three products, Keap Pro, Keap Grow, and Infusionsoft, their features are quite different.
Look at this…
Keap Grow is the simplest of the customer management software available from Keap. It is perfect for any small business, especially one that has always worked with spreadsheets.
As a solo entrepreneur with not many clients, this platform is right for you. You can start by using a free trial.
Keap Pro is an upgrade version of Keap Grow. It has more features than Keap Grow.
Use this platform if you’ve scaled your business to a level of employees who can manage your clients. It will help you achieve more productivity.
On the other hand, Infusionsoft is an excellent tool for veteran business owners and managers seeking a reliable tool.
Infusionsoft by Keap is just what you need to take your business to the next level. With a host of features like email marketing, automated campaigns, and other client management features, Keap Infusionsoft brings your business to a new business height.
But Keap covers all features!
Is Mailchimp a CRM?
Mailchimp is an email marketing platform that allows users to create and send emails and ad campaigns using email templates and landing pages.
While Mailchimp is suitable for email marketing, it might not meet the needs of businesses that seek a CRM solution.
Mailchimp is a basic email platform, but your business needs an all-in-one solution that offers email marketing automations that will organize your business and help it grow.
Here’s the thing…
Keap organizes all customer information in one place, so you can spend more time delivering great service. Unlike Mailchimp, Keap has a built-in capture tool for converting leads into clients.
Its landing pages also come with drag and drop images, web forms, and videos to create on-brand designs. This is something that Mailchimp’s rudimentary landing pages cannot do.
While Keap helps businesses become organized and quickly increases revenue, any company using Mailchimp will also require a third-party CRM to complete organizational tasks and follow-ups.
Keap is the right choice for e-commerce since the CRM helps with invoicing, payment reminders, and payment tracks.
Mailchimp can send bulk emails, but with Keap, you will benefit from extras like follow-up, sales tracking, reporting, and organization.
Our Final Verdict: Keap Review CRM
So there you have it, here’s our last word.
This Keap review has shown you that out of the many CRMs on the market, the one that stands out for marketing is Keap.
Keap will help you with client communications, so you can stay on top of their needs and deliver the best service.
The automated digital tool will get you leads and propel you through strategic steps bringing your business more clients and sales.
So which CRM will be on your shopping list?
You simply can’t go wrong with Keap, our Best CRM for Marketing.
Our Final Verdict Rating
Conclusion: Keap CRM
We’ve done the hard work testing and putting this Keap review together.
You’ve now found out that Keap is a reliable customer relationship tool for small businesses that want to make every customer know that they are unique.
Now we hand over the baton to you to make your choice…
Will it be the Keap CRM or one of the other CRMs that made our list of the Best 13 CRMs for small businesses?
See owner reviews and check out current prices by clicking on the link below.