Keap

Trial

keap.com

Manytools

CRM Management Tools

Keap

Trial

keap.com

Keap CRM transforms small business operations with easy-to-navigate automation, AI-driven tools, and expert strategy consulting. Features include seamless client relationship management, streamlined appointment scheduling, and efficient lead tracking. Keap, designed for enhanced efficiency and profitability.

Popularity

24% people use it

Features

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Contact & Account Management

Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Customer Contract Management

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Contact & Account Management

Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Customer Contract Management

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Desktop Integration

Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications.

Lead Management

Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification.

Opportunity & Pipeline Mgmt.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Product & Price List Management

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Reporting

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Sandbox / Test Environments

Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Task / Activity Management

Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities.

User, Role, and Access Management

Grant access to select data, features, objects, etc., based on the users, user role, groups, etc.

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action.

Platform

iOS

Android

Web

Price$169

Free

Go To Site

Revolutionizing Business Process with Keap

Keap CRM is indeed a game-changer for entrepreneurs, small businesses, and digital professionals. It houses an irresistibly easy to navigate automation builder, AI-driven tools, coupled with expert strategy consulting to streamline business processes and enhance customer satisfaction. From customer follow-up emails to team task management, Keap simplifies complex processes enabling businesses to focus more on plan activities while automating routine ones. The automation features result in saving up to 10 hours per week with a reported 38% revenue increase—a testament to its efficiency!

Integrating Seamless Client Relationship Management

With Keap, client relationship management takes a pioneering leap. Imagine having all the interactions and data of your contacts stored neatly in a single system, enabling the team to foster stronger sales and lifelong customer bonds effortlessly. Their client management software, powered by sales and marketing automation, fosters the creation of optimized customer experiences. Furthermore, their comprehensive integration system ensures syncing with thousands of apps made easy, making tasks like contact syncing and triggering automations seamless.

The Power of Appointment Scheduling and Email Marketing

Entrepreneurs often face mixed up schedules, leading to missed meetings and lost opportunities. However, with Keap’s appointment scheduler, organizing meetings becomes hassle-free with the time and reminders adjusted according to the business's convenience. Moreover, the hottest leads can easily get booked and automated appointment reminders set to reduce the incidence of no-shows.

Additionally, Keap seeks to differentiate its services from other email platforms through their unique automated emails that save time and reduce stress. With personalized nurture series and stunning templates, Keap helps companies improve their brand image and connect more effectively with customers.

Managing Leads and Sales Pipelines Efficiently

With its lead management and tracking software, Keap effectively tracks lead behavior, preferences, and likeliness to evolve these leads into clients. Segmentation, data enrichment, lead scoring, and automated sales pipeline make it easier to handle leads.

Closing deals are also quicker with Keap's sales pipeline that helps move leads fast, enhancing sales while providing a holistic status of every deal. Automatic sales process and performance tracking, and keen insights drive the optimized execution of sales strategies.

Summarily, Keap offers high-tech, customer-aligned services, helping businesses grow by understanding their unique needs, and ultimately enhancing their overall efficiency and profitability in an increasingly competitive market.

Pros & Cons

Pros

Keap offers complete business automation for improved efficiency and productivity.

Features include CRM, email marketing, appointment scheduling, and sales pipeline management for comprehensive business management.

AI tools and easy-to-use automation builder help to save time and optimize customer experiences.

Keap customers who use automation reportedly save 10 hours per week on average and see a 38% increase in revenue.

The platform provides extensive integration capabilities, working seamlessly with thousands of apps.

Its reporting feature provides valuable insights into sales and marketing performance.

Cons

Might feel overwhelming to beginners due to its wide scope of features.

Requires a time investment to truly understand and effectively utilize all its capabilities.

Customization and automation, while excellent, can be complicated for those lacking technical expertise.

The platform may be too extensive (and expensive) for very small businesses or solo entrepreneurs.

There seem to be less detailed instructions available for setting up specific features.

May require several other third-party applications for full functionality, which can lead to additional costs.

Frequently Asked Questions

Find answers to the most asked questions below.

What are the key features offered by Keap?

Keap offers an easy-to-use CRM and automation builder, AI tools, and expert strategy consulting. It allows you to automate tasks and processes like customer follow-up, analytics, employee onboarding, etc. Keap's software is designed to support businesses in achieving their growth goals.

How does Keap’s CRM and automation builder help in managing a business?

The system streamlines the management of all contacts' details and interactions in one easy-to-use system. This helps to build relationships with clients that lead to stronger sales and lifelong fans. Keap also offers automated lead capture functionality and integration with popular apps such as Gmail, PayPal, and Quickbooks.

Does Keap offer any solutions for email marketing?

Yes, Keap provides solutions for creating automated emails using segmentation to trigger personalized nurture series. The company also provides stunning, brand-enhancing templates, tools for client behavior-triggered sales, and A/B testing, reporting, and analytics capabilities.

What are some features of the Keap Business Line?

The Keap Business Line offers a toll-free phone number, business voicemail, auto-reply messages, the ability to operate two numbers on one phone, separate snooze settings, and accessibility on both mobile and desktop. This feature allows business owners to manage personal and business communications separately from one device.

What can I expect from Keap's "easy-to-build emails" feature for lead conversion?

Keap allows you to send automated, personalized content and messages based on the information you've collected from leads. This creates a highly effective lead-nurturing process that keeps your audience engaged and moving closer to a sale.

What about Keap's abilities to integrate with other software?

Keap offers a broad range of software integrations. You can connect Keap to more than 5,000 apps using Zapier, or create custom integrations for apps that do not have Zapier support. Keap's CRM also connects easily with popular apps like Gmail and PayPal.

Keap (Infusionsoft) Review 2023

03 Jan 2023

Keap is an all-in-one business management and streamlining solution designed to put you back in control of your enterprise by allowing you to concentrate on what truly counts. It achieves this by providing an integrated platform that encompasses sales, administration, email marketing, invoicing, and e-commerce capabilities. Picture yourself possessing eight arms, each with its own intellect, and the ability to simultaneously focus on different tasks, primarily autonomously.

Karl

dreamgrow

www.dreamgrow.com

Keap Review (April 2023)

17 Sep 2022

Keap is a business growth platform based in the cloud, originating as a lead management tool. Having been in the industry for almost ten years, it's no surprise that they hold a leading position in CRM. Besides CRM, Keap is renowned for other features such as email marketing, lead generation, and automation.

Edwin Gan

comparewise

comparewise.ca

Keap CRM Review and Pricing

24 Mar 2023

Keap, previously called Infusionsoft, is a comprehensive contact management software that incorporates marketing, sales, and e-commerce tools. When evaluating other solutions in the market, we discovered that Keap's CRM supplies the most potent and user-friendly automation capabilities, complete with accessible templates and a simple drag-and-drop automation creator. The platform delivers a wide range of high-quality services to assist businesses in effortlessly managing their operations and clients, all at a fairly affordable cost.

Nadia Reckmann

Staff Writer,b.

www.business.com