Keap

Trial

keap.com

Manytools

CRM Management Tools

Keap

Trial

keap.com

Keap (formerly Infusionsoft) helps entrepreneurs and their teams grow sales, save time, improve service with CRM, sales & marketing automation, & more!

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

Discover the power and versatility of Keap, a leading solution for small business sales and marketing automation. Packed with a robust set of features, Keap is designed to streamline your processes, boost productivity, and drive sales.

Keap is all about making life easier for small businesses.

With its user-friendly interface and powerful automation tools, it lets you focus on what really matters: growing your business. Keap's key strength lies in its ability to effectively automate marketing and sales tasks, so you can nurture leads, close sales, and increase customer retention with minimal effort.

One of Keap's standout features is its robust CRM system.

This is more than just a digital Rolodex. It's a powerful tool that helps you track customer interactions, manage your contacts, and gain insightful data to drive your sales and marketing strategies. The CRM is fully integrated with other features, further streamlining your operations and enhancing efficiency.

Keap also offers a comprehensive email marketing solution.

With its drag-and-drop builder and a library of templates, creating professional, engaging emails has never been easier. Plus, with advanced tracking and analytics, you can measure the success of your campaigns and make data-driven decisions.

But Keap doesn't stop there.

It also includes an e-commerce platform that allows you to sell products, offer subscriptions, and manage invoices all in one place. This feature integrates seamlessly with the CRM and email marketing tools, making it a powerful addition to your sales strategy.

The task management feature deserves a special mention as well.

Keap makes it easy to assign tasks, set reminders, and monitor progress, ensuring nothing falls through the cracks. It's an excellent tool for keeping your team aligned and focused on your business goals.

Keap's customer support is another reason to consider this tool.

With a team of experts ready to assist you 24/7, you can be confident that any issues will be resolved quickly and effectively. This level of support is an invaluable asset, particularly for small businesses without a dedicated IT team.

In conclusion

Keap is a comprehensive, intuitive tool that can revolutionize the way small businesses handle sales and marketing. With its rich set of features and user-friendly interface, Keap empowers businesses to streamline their processes, drive sales, and grow.

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