Keap CRM Review 2023: Top Choice for Small Businesses

Introduction

Keap CRM is a renowned CRM platform specifically designed for small businesses, providing them with the tools to manage their sales, marketing, and customer relationships. This in-depth review combines insights from various sources, such as Business News Daily, G2, GetApp, DreamGrow, Software Advice, and Gartner, to give a unique and thorough analysis of Keap’s features, advantages, and disadvantages.

Overview of Keap CRM

Keap is an all-in-one CRM, sales, and marketing automation platform that simplifies business processes, allowing small business owners to focus on expanding their businesses. It offers a wide range of features, such as lead generation, contact management, email marketing, e-commerce, and integrations with popular applications. The platform is designed with small businesses in mind, ensuring it’s easy to use, scalable, and adaptable to various industries.

Sales and CRM Features

Keap’s CRM capabilities help businesses efficiently manage contacts, leads, and customer interactions. The platform allows for effortless tracking of customer details, lead sources, and communication history, promoting better customer relationship management. Its user-friendly dashboard provides a visual overview of the sales pipeline, making it simple to track progress and identify bottlenecks. Additionally, users can create tasks, set reminders, and schedule appointments directly within the CRM, further improving organization and productivity.

Marketing Automation

Keap’s CRM marketing automation features consist of customizable email templates, automated follow-up campaigns, and lead scoring. These tools enable businesses to create targeted marketing campaigns that enhance engagement and conversion rates. The platform’s drag-and-drop campaign builder simplifies the process of creating complex campaigns and automating processes. Moreover, Keap offers built-in analytics, making it easy to monitor campaign performance and optimize marketing efforts through A/B testing and detailed reporting.

E-commerce Capabilities

Keap’s CRM e-commerce capabilities empower small businesses to sell products and services online. The platform supports order processing, payment processing, inventory management, and invoicing, providing an end-to-end solution for online sales. It also integrates with popular payment gateways like PayPal and Stripe, ensuring a smooth and secure transaction process. Additionally, Keap’s e-commerce features include promotional tools, such as discount codes and upsells, helping businesses increase revenue and improve customer experience.

Integrations and Extensibility

Keap CRM integrates with a wide range of third-party applications, including Gmail, Outlook, QuickBooks, Zapier, and more. This extensibility allows businesses to streamline their operations further by connecting Keap with other tools they’re already using. These integrations help create seamless workflows between different software solutions, improving efficiency and reducing the need for manual data entry. Furthermore, Keap’s API allows for custom integrations, enabling businesses to tailor the platform to their unique needs.

Customer Support and Resources

Keap offers extensive customer support through live chat, phone, and email, ensuring users have access to assistance whenever they need it. In addition, it provides numerous resources, such as a knowledge base, webinars, and video tutorials, to help users get the most out of the platform. Keap also has a thriving user community, offering opportunities for networking, sharing best practices, and learning from other small business owners.

Pricing

Keap offers two pricing tiers: Keap Pro and Keap Max. Prices start at $149 per month for Keap Pro (billed annually) or $189 per month (billed monthly), which includes CRM, sales, and marketing automation features, such as the campaign builder and landing page creator. Keap Max, priced at $199 per month (billed annually) or $249 per month (billed monthly), provides the full suite of CRM, sales, and marketing automation capabilities, including advanced e-commerce tools, reporting, and more. Keap provides a flexible pricing structure, allowing businesses to choose between annual and monthly billing based on their needs. Additionally, Keap offers a free trial, enabling potential users to explore the platform’s features before committing to a subscription.

Step-by-Step Tutorial

Discover how to make the most of KEAP’s robust features in this comprehensive video tutorial. We’ll guide you through the platform’s functionalities, demonstrating how to streamline your business processes, automate tasks, and enhance customer relationships. Unlock KEAP’s full potential and supercharge your business growth today!

Conclusion


In summary, Keap CRM stands out as a top choice for small businesses seeking a powerful CRM, sales, and marketing automation platform in 2023. Its user-friendly interface, extensive feature set, and seamless integrations make it an invaluable tool for business owners striving to elevate their sales and marketing strategies. While pricing may initially seem like a concern, the potential for increased efficiency, improved customer relationships, and revenue growth make it a smart investment for any small business. Keap’s comprehensive solution empowers businesses to thrive, simplifying complex processes and paving the way for success in today’s competitive landscape.

9.6 Total Score
Overall Rating:

Share your feedback and help us improve – leave a review for Keap today!

9.7Expert Score
Ease of Use
9.6
Customer Service
9.8
Features
9.3
Value for Money
9.9
9.4User's score
Ease of Use
9.8
Customer Service
9.4
Features
9.5
Value for Money
9.2
PROS
  • Comprehensive sales and marketing automation in a user-friendly platform.
  • All Keap plans come with dedicated customer success managers, U.S.-based phone support, and 24/7 chat support directly within the app.
  • Efficient lead collection and scoring streamline the sales process.
  • Enhanced client conversion through targeted follow-up messages.
  • Scalable automations across multiple channels, both online and offline, provide effective results when set up correctly.
CONS
  • Some software integrations may require additional monthly fees.
  • The free data migration process only includes contacts, 10 items, and one landing page.
  • Contact-based pricing can lead to increased monthly costs as your contact list expands.
  • Some users have reported unsatisfactory customer service experiences, including difficulty canceling subscriptions.
Show all Most Helpful Highest Rating Lowest Rating Add your review
  1. Denise W. at 12:37 pm
    5
    Ease of Use
    100
    Customer Service
    100
    Features
    100
    Value for Money
    100

    Overall: It provides us with the flexibility to perform a wide range of segmentation operations to meet our specific requirements; for example, when developing a marketing campaign, we can divide our target audience into subsets based on factors such as their level of product familiarity, the frequency with which they make purchases, and their potential lifetime value as customers. It also includes a customer relationship management system that lets us delegate work and monitor both individual and collective productivity.

    + PROS: With the support of Keap, I am able to automate my clients' operations. Through the use of numerous opt-in methods, I am able to collect leads, develop and release goods, and set up automated distribution schedules for both products and campaign emails. In order to streamline the referral procedure, you can use the referral partner function.
    - CONS: If a contact does not seem to be actively engaged, Keap will mark it as opted out. To fully take advantage of the program's features, I believe it requires a significant time commitment to study each module and tool.
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  2. Carlos Eduardo D. at 12:41 pm
    4.6
    Ease of Use
    100
    Customer Service
    90
    Features
    90
    Value for Money
    90

    Keap CRM helps us to solve problems of any kind in our company, giving us the ability to be 24/7 with our customers, this being one of the great benefits that Keap gives us. We have been able to capture customers through Keap saving a lot of time since they are filtered by departments. Keap takes the form of collecting many types of inquiries on our website allowing self booking and self payment.

    + PROS: Keap has been one of the first in the market to innovate the CRM product. It has allowed us to have a single source of leads worthy of giving any company competition, having all the notes in order, active follow-up, information gathering and time saving through simple automation using Keap. The ability to create marketing campaigns is impressive, the sales funnel grows bigger and bigger and the rewards keep coming. Keap has adapted to our business quickly and concisely. This platform has given us the tool to automate sales processes, customer acquisition marketing, sales pipelines and mainly internal and external lead capture. Keap is recommended to use for front-end marketing, although it has certain flaws with the back-end in general it is recommended to use it.
    - CONS: Keap lacks flexibility in the appointment feature, the way it is set up for availability needs to be improved so that the customer can set it up from any remote computer. The text messaging service is not yet active in some regions and the Business Line needs to be enabled for the majority of users who have contracted the service.
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  3. 4.75
    Ease of Use
    100
    Customer Service
    100
    Features
    90
    Value for Money
    90

    I have enjoyed using Infusionsoft for 4 years. It is a great value for what you get. Onboarding is costly but monthly fees are reasonable. Support is mostly provided by 3rd parties.

    + PROS: Easy to use. I can create Campaigns and email marketing Does a great job of segmenting customers
    - CONS: Search options are limited Onboarding costs are high
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  4. Jeff M C. at 12:46 pm
    4.85
    Ease of Use
    100
    Customer Service
    90
    Features
    100
    Value for Money
    100

    Its been good. The have helped me create over twenty one thriving businesses. I am still creating more.

    + PROS: The automation of all of the different Services needed to run a small business. CRM, phone, text in the app or desktop, email, scheduling, quotes, invoices, estorefront, Payment Gateway, Keap is all you need to run a local business.
    - CONS: The didn't have any pre configured solution for specific industry like contractors, handyman or brick and mortar stores, Doctors or Dentist, etc.
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  5. Mohan Lal D. at 12:47 pm
    4.85
    Ease of Use
    100
    Customer Service
    100
    Features
    100
    Value for Money
    90

    Keap CRM is a beast in itself in which you can do things effectively provided that you use it effectively, and know your way around it. We used Keap for managing our Contacts, sending promotional emails, marketing automation, and e-comm. Keap became much easier to use as we got to know the right ways of doing things starting from tag naming conventions, right ways of using Goals, Campaign links etc. And, now it is one of my favorite software when it comes to Marketing Automation.

    + PROS: I like various things about Keap including: 1. Being able to use tags. This helps in organizing contacts in the proper way (when used effectively, you can easily see things from Macro to Micro levels in your list) 2. Marketing automation capabilities of Keap are best. This includes things like billing automation for e-commerce as well. 3. Being able to use third-party tools like Deadline Funnel, PlusThis helps in making things more personalized and improving conversions for promotional campaigns. 4. Dynamic Content, this helps in making automation campaigns better & simpler
    - CONS: Nothing apart from, it is a bit on the expensive end.
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