Keap, formerly known as Infusionsoft, is an all-in-one CRM and marketing automation software designed to empower small and mid-sized businesses. Known for driving efficiency, Keap automates lead capture, customer follow-ups, and payment processing—key to business growth. As of 2024, Keap’s customer base grew significantly, leveraging over 12 ready-made automation templates and powerful AI tools that streamline workflows. With editions like Grow, Ignite, and Scale, the platform delivers solutions for various stages of business development.
- AI Automation Assistant: Automates customer journeys with customized workflows.
- Proven Templates: Offers 12 free templates and 40 purchasable ones to expedite campaign setup.
- 2-Way Text Messaging: Engage leads directly via SMS for better communication and nurturing.
- Payment Integration: Issue invoices and process payments through the CRM.
- Automation Builder Update: Combines easy and advanced automations into a single view for better navigation.
- Pipelines & Bulk Actions: Manage leads efficiently using new pipeline views and bulk capabilities.
- Appointment Management: Facilitates seamless booking and coordination across teams.
| Pros | Cons |
|---|---|
| ✅Streamlines automation with built-in AI | ❌Learning curve for first-time users |
| ✅Offers 2-way SMS for better engagement | ❌Pipelines feature limited in some editions |
| ✅Comprehensive payment and invoicing tools | ❌Higher pricing tiers may deter smaller businesses |
| ✅Excellent support with live chat and onboarding | ❌Older design elements in some areas |
| Plan | Features | Price | Additional Fees |
|---|---|---|---|
| Grow | Basic CRM, automated emails, 500 contacts | $159/month | No setup fees |
| Ignite | Advanced marketing tools, payments, 1,500 contacts | $199/month | No customization fees |
| Scale | Unlimited automation, pipelines, 5,000+ contacts | $299/month | No extra fees |
| Official Links |
|---|
| Website |
| Pricing |
| Documentation |
| X (formerly Twitter) |
Who is Keap for?
Keap is tailor-made for small to mid-sized businesses that need a simple yet powerful CRM with marketing automation. Businesses across industries—such as real estate, consulting, and e-commerce—utilize Keap to handle everything from lead management to payment processing. The software’s flexibility makes it attractive to growing businesses, while the 2-way texting feature improves customer communication and retention. If you’re focused on automating sales, booking appointments, and collecting payments without managing multiple tools, Keap is a one-stop solution.
How to Set Up Keap?
- Create an Account: Sign up for a free trial on Keap’s website.
- Select Your Plan: Choose from Grow, Ignite, or Scale, based on your needs.
- Import Contacts: Upload existing customer data into the CRM.
- Configure Automation Templates: Start using built-in templates or build new automations.
- Integrate Payment Systems: Connect Keap with your payment processor.
- Train Your Team: Leverage Keap’s tutorials and live training to onboard employees.
- Activate 2FA Security: Set up two-factor authentication to safeguard your account.
- Monitor Progress: Use reporting tools to measure campaign performance.
FAQs on Keap
- What is Keap’s main advantage over other CRMs?
Keap offers robust automation and payment tools, making it ideal for businesses that want a CRM with integrated invoicing and lead management. - Is Keap’s learning curve steep?
Yes, some users report a moderate learning curve, but Keap offers comprehensive onboarding support and tutorials to ease the transition. - Can I integrate Keap with third-party apps?
Yes, Keap supports integrations with tools like Zapier to extend its functionality across different business platforms. - Does Keap offer discounts?
Keap provides discounts for annual plans and promotions during product updates. - Is customer support available 24/7?
While Keap offers chat and phone support, availability may vary based on the plan.
Keap continues to innovate with tools like Keap AI, which tailors messaging to customer profiles. These features ensure businesses stay competitive while simplifying their processes.