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Keap Review 2022 – Top 10 CRM Software

Consumers find Keap to be a perfect solution. Keap assists small and medium-sized businesses to flourish by consolidating all their operations into a single platform.

On top of that, it functions as a command center for your company’s numerous marketing and sales efforts. This program automates several operations for you, allowing you to concentrate on acquiring new clients by automating all other business-related chores.

Let’s delve a little more into this topic!

The Verdict
Keap Keap

Using Keap, small companies can stay organized and provide outstanding customer care while converting more consumers. Hence, a special software.

  • Keap has a plethora of useful options, and some of its perks include the following:
  • Easy to Use
  • With Keap, you can create landing pages using a simple drag and drop interface. You would need to learn to code or hire an IT guru.
  • Fortunately, you can create an excellent landing page with only a few mouse clicks.
  • Also, making Keap automation rules doesn't require a lot of expertise. Hence, Keap, which provides a set of features within a single package, is ideal.
  • You do not need to master the complexities of all tools; everything can be configured with several clicks.
  • It saves Money
  • There are several tools you'll have to pay for if you don't utilize the Keap platform:
  • A CRM tool
  • A tool for email marketing
  • A landing page creator
  • And that's all you require to begin your entrepreneurial journey. Luckily, a platform like Keap brings all these attributes together in a single location.
  • Many Integrations
  • What Keap lacks in features, it makes up for through integrations. Hence, if you run an e-com
  • Keap is a valuable tool; however, it has several significant drawbacks, including:
  • It is not very helpful to budding online enterprises
  • If your business has existed for a while now, you'll reap the most from Keap because it heavily emphasizes CRM.
  • Unfortunately, budding businesses have very few meaningful customer relationships, which would necessitate using Keap CRM software.
  • Also, whereas email automation is a nice perk, its simplicity and sales-oriented nature are still lacking compared to several other tools.
  • Landing page builder and nothing else
  • In many instances, landing page builders give a wide range of conversion-oriented components and complex sales pipelines. Regrettably, Keap doesn't, which is a shame.
  • So yes, you may utilize it for some of your tasks. You can considerably cut expenses while increasing revenue if you embrace other tools.

About Company

If you’re unfamiliar with Keap or want to learn more about it, you’ve come to the right place.

Keap, previously recognized as InfusionSoft, is a rostrum for company growth. Its primary offerings include customer relationship management (CRM), lead production, automation, and email marketing. However, CRM is Keap’s most vital attribute and likely the cause why so many businesses utilize it.

Keap was founded in 2004 as a solution for automating lead management. Ergo, it is unsurprising that they are recognized as significant trailblazers within the CRM industry.

By incorporating more functionality into their program, they transformed InfusionSoft into the current platform, Keap.

These extra features assist business owners in expanding their enterprises!

With a rating of more than 4.0 out of 5 stars on numerous digital review platforms, it is evident that a lot of people adore it.

When it comes to merging email marketing and automation sub-tools, though, things get pretty complex. Therefore, let’s examine Keap’s primary attributes and services in detail to determine what it can give your organization.


  1. Customer Relationship Management (CRM)

Customer relationship management was expected to be essential in Keap since InfusionSoft was its predecessor and did not disappoint!

Your customer conversations are stored and tracked in a single location using their CRM.

Keap’s customer management program lets you keep track of and communicate with your clients and maintain track of your business’s finances.

Apart from that, there is a slew of third-party tools you may deploy to connect your data, applications, and gadgets, including Zapier and Outlook.

In addition, the program replies quickly to your current contacts and provides new leads with remarkably tailored replies, encouraging action and increasing sales.

You can also achieve the following using Keap software:

  • Pre-written emails that allow you to save time.
  • Get a quick overview of your clients’ information.
  • Make sure you have access to all the information, agreements, contracts, and photographs you and your customer have shared.
  • Personalize your emails by modifying your message templates.
  • Automated internal forms are used to gather precise data.

Using these tools, you will stay in constant contact with your consumers and prospective clients.

If you receive more than 100 new leads daily, it will be hard to contact them all. However, Keap allows you to quickly onboard new leads and follow up with them.

These new leads require a welcome email, which helps your business grow because:

  • Allow you to present your company’s name and logo to the public.
  • More than four times as many people have opened your emails than all of your competitors.
  • Get five times as many clicks (therefore higher website traffic)

This marketing component may be automated to make it much easier to develop your enterprise!

  1. Advanced Contact Organization

As part of Keap’s contact segmentation feature, you may categorize contacts based on many metrics or data points, such as demographics and which follow-up actions are necessary for every contact.

You may build contact lists, set filters, and store your past searches from this page.

  1. Landing Pages

Using Keap, you can choose from a library of templates and modify them to match your brand, generating the ideal landing page.

And what’s the most remarkable part? You need not write even a single line of code!

You may also modify your landing pages depending on:

  • Output
  • Events
  • Traffic causes
  • Exceptional offers

And adding the following items to your Keap landing page will help you increase conversions:

  • Call to action (CTA) buttons
  • Testimonials
  • Lead generation forms

You may add your landing page to your automated sequence after creating it.

It’s excellent that Keap has this functionality because landing pages are the “crown jewels” of your sales funnel.

The distinction between traffic sources and other attributes is a beautiful touch for mass customization.

  1. Marketing Automation

CRM and email marketing power Keap’s marketing automation solution.

So, what exactly does that imply?

Keap allows you to create triggers so that necessary emails are automatically sent to your contacts.

To improve lead conversions, you can gather data about prospective customers’ behavior, likings, or likelihood of making a purchase. And it comes in handy when sending out follow-up emails to potential customers.

That, nonetheless, is all there is to it. And it’s a little disappointing, to be honest.

  1. Keap in Touch with Contacts

The Keap platform has a particular attribute, letting you disseminate a message to your contacts in the United States.

The most significant advantage of SMS marketing is that all people read their messages. According to statistics, the mean open rate of messages is roughly 99 percent, with 97 percent of the texts being opened within a quarter-an-hour delivery.

With this functionality, Keap is ahead of the curve, and many business people adore it!

Apart from email, you can track interaction with your prospects via texts and phone calls.

As a result, you’ll have a customer profile for them and be able to automate the rest of the process based on that information.

  1. Account and Company Management

Keap is a superb CRM software for business-to-business and business-to-consumer.

For business to business, you may group your connections by more significant corporate accounts to identify who collaborates and which contacts are linked by a common position, firm, or sector.

  1. Webforms

Deploying webforms to collect new leads for your CRM database is a smart move.

Using Keap’s templates, you can create excellent forms that will collect lead information and sync with your CRM.

Keap automation triggers may also inform a sales representative or disseminate a follow-up email after a webform is filled out.

  1. Lead Scoring

The analytical functionality of the sales process attributes informs you of the probability that a prospective client will convert into a sale.

Keap adds lead scoring among their core CRM capabilities for this purpose.

It will rank your top leads and can even activate automation attributes when critical occasions occur, increasing the likelihood that a lead will enter the sales funnel and become a satisfied client.

  1. Quotes and Appointments

Keap provides quotation templates for prospective leads when preparing more extensive sales, particularly business-to-business.

Quotes may be created relatively fast and can always include customer-specific data.

Keap also has a function for scheduling appointments, which allows you to disseminate a link to your lead, who can then select a day and time from your busy calendar.

  1. Sales Pipeline Management

Regarding sales metrics, this is the most critical dashboard for the sales team: the sales pipeline.

Reps using Keap may zoom in on specific leads or pipeline stages to determine if anything needs more attention.

With this CRM function, you can trail and oversee a customer’s progression from initial interest through post-sale follow-ups.

  1. Email Marketing

Although other email marketing rostrums like ActiveCampaign and MailChimp exist, Keap stands out.

To begin, Keap’s email marketing strength is in the abundance of eye-catching template designs.

Once you’ve selected your favorite, you can tweak it to fit your brand.

Second, you can divide your audience into several groups. So, why do that?

Well, email segmentation lets you group people into different classes based on their interest, activities, and other variables, making the message you disseminate more personalized.

This is useful for ensuring that the lifespan worth of your contacts is maximized.

Courtesy of email segmentation, you can trade with all of them by acclimatizing to an individual’s distinct wants.

Keap also features an easy-to-use email marketing automation capability, which lets you configure prompts such as:

  • Lead completes a form – The lead magnet is automatically sent to them via Keap.
  • Lead visits your website and interacts with it – Keap disseminates an email containing a fantastic offer.
  • The consumer examines the pricing page – Keap asks them to upgrade or contact one of your sales representatives.

Finally, using Keap’s email reporting, you can evaluate how successful your email marketing is at the end of the day.

Overall, Keap’s email marketing tools are essential yet effective and welcome to a CRM solution.

  1. A/B Testing

When you can test out various marketing efforts on the same audience, your email campaigns will profit immensely.

This email marketing A/B testing campaign builder is simple to use, but it is not included in the lite plan.

  1. Mobile App

Only users in Australia, New Zealand, United States, Canada, and the United Kingdom may access Keap’s mobile app.

Download it from either the Apple or Google app stores.

It’s a terrific way to keep track of all your appointments, tasks, and conversations. With the Keap mobile app, you can now send URLs for things like invoicing.

  1. E-Commerce Attributes

This platform is an excellent alternative if you require e-commerce tools for your firm.

You can create, email, and process invoices and checkout forms from Keap’s mobile app. Process one-time payments using Stripe, PayPal, and Venmo. Recurring payments and subscriptions may also be set up and managed in this app.

Set up your promotional codes and keep track of the results. There are tools for referrals, upsells, and cross-sells available.

If you want to sell your products online, you may also use the Shopify connection.

  1. Roles and Permissions

It is an excellent tool for helping bosses and supervisors delegate managerial responsibilities and permissions to various parties involved in the completion of a deal .

  1. Integrations and API

Keap’s Marketplace features various connectors for advanced lead generation systems and e-commerce applications such as QuickBooks.

You may also deploy a connector such as Zapier for further integrations with Zoho or HubSpot.

The Keap API is also kept public, so you can link other elements to your CRM system and have more complex automations.

Plans and Pricing

Keap’s simple and flexible solutions are designed to help small company owners with several roles expand their companies.

Keap’s plans range from $79 to $199 per month and present various services based on your needs and business size.

Regardless of choice, all packages are laced with services and features offered by Keap, although at varying rates. Here is an overview of their prices.

  • Lite: $79 monthly
  • Pro: $159 monthly
  • Max: $199 monthly
  • Max Classic: $199 monthly

Keap stands out and outnumbers the competition with a free trial and demo of everything to observe how things function. So, if you’re interested in learning which package best suits your company’s demands, keep reading!


This package is tailored to meet the needs of emerging firms and sole proprietors.

For only $79 a month, the package gifts you Email Marketing, CRM, and automation tools, which will help you organize and automate your firm.

In addition, the package has a maximum of 500 contacts and one user. You may also test this plan out before you buy it for free.


Keap’s Pro package is pretty popular among its customers.

Pro, which has a monthly fee of $159, helps rising companies seal more deals by automating workflows, promotions, and sales procedures, which are redundant.

If you have one user and 500 contacts, you may employ the “first try, then purchase” technique with this plan.


This strategy is specifically designed to assist Established Businesses and Teams in increasing their online earnings.

It drives business growth by providing comprehensive CRM, cutting-edge automation, e-commerce, personal campaigns, safe expenditures, and comprehensive analytics.

For $199 per month, you can maximize the number of leads and propel sales from a single location.

Max Classic

Maximize the potential of your company’s sales team with the power of Max Classic, previously called InfusionSoft.

Frequently Asked Questions

Is it simple to utilize Keap?

Keap is a user-friendly CRM platform. The system is straightforward, and the use of many of its features is self-explanatory. Numerous customer reviews commend Keap’s user-friendliness and rapid onboarding, saving firms resources.

What is Keap compatible with?

Integrating Keap with other company SaaS such as Gmail and Shopify is possible via a connection marketplace. By using app connectors such as, it is possible to link Keap with several other applications, such as Salesforce.

At what point in time did InfusionSoft change its name to Keap?

Keap founders launched their organization in 2000, and in 2003, they embraced the name InfusionSoft. Keap, InfusionSoft’s sales and marketing platform, was introduced in 2018. And in 2019, the organization had a formal name shift from InfusionSoft to Keap. As of this writing, they have more than 100,000 registered users.

Is The Company Right For You?

The higher-than-average pricing of Keap can be explained by the company’s well-oiled sales and marketing machine. Unrestricted emails and templates are included in the pricing and can be sent to all contacts in your database. Shopify’s real-time payment interfaces are bolstered by automated quote-to-invoice conversions when leads convert to customers.

Keap’s ease of use is a major selling factor for the service. Adding contacts and appointments is a cinch when you have a user-friendly interface with pop-up advice and a focus on getting things done. A/B testing and extensive tracking of email campaigns are available only in the Pro and Max subscription options. However, it’s not as customized as the reporting supplied by competitors like HubSpot CRM.

The value of Keap’s process automation cannot be overstated. It is available on all levels and can replace manual activities with triggers based on sales phases, contact information, and more.

Although pricey, Keap is an excellent option for small teams ready to take their business to the next level.