Keap Review: Is It The Perfect Solution?

Keap Review

Starting a successful online business doesn’t have to be hard. 


You just need two things:


Interested leads, and automation that turns them into customers while you sleep.


Fortunately, there are quite a few tools that can help you grow your business on autopilot.


Today, I’ll be taking a look at Keap - an automation and CRM software.


Is it worth it?


Let’s find out!

1. What is Keap?

Keap logo

Keap logo

Keap, formerly known as InfusionSoft, is a business growth platform.


Its core offering consists of:

  • CRM (customer relationship management)
  • Email marketing
  • Automation
  • Lead generation

I’d say that Keap’s main strength is still the CRM feature.


They’ve gotten started with CRM and lead management automation early, way back in 2004.


They’re definitely pioneers in that field.


However, by adding extra goodies to their software, they’ve managed to turn InfusionSoft into Keap, which has a lot more features for entrepreneurs who want to grow their businesses.


Keap currently has 4.1/5-star rating on Capterra, and it works wonders for one-man bands when it comes to lead tracking.


However, the integration with sub-tools like automation and email marketing can get a little confusing.


Here’s my two cents on Keap features:

2. Keap features

Keap definitely gave me a lot of features to work with, which isn’t necessarily a good thing.


It’s all about that integration and usefulness for business owners.

2.1. CRM with Keap

client management

I haven’t had the chance to review a lot of growth tools that offer CRM, so I got really excited about Keap!


Since their predecessor is InfusionSoft, CRM was to be expected.


And it does not disappoint.


Keap will help you keep track of every lead through their profiles:

  • Their name
  • Their activity
  • Their details (e.g. birthday, location)
  • History of your communication with them
  • Their email address and the emails they received

And more!

client management

This is pretty handy, especially as you start scaling your business.


Normally, you’d have to keep track of your leads and customers through a spreadsheet (or not track it at all, which is way worse).


But with Keap, you can seamlessly stay in touch with them, and make sure you’re not missing out on any up-sell or conversion offers.

an automatic process for sending messages

Additionally, you’ll get personalized email suggestions, email templates, and you can even automate email follow-ups.


Imagine if you onboarded 100 new leads one day.


It’d be impossible to get in touch with all of them, and personalize your emails while you’re at it.


With Keap, you can follow-up with and onboard new leads properly. 


Remember: welcome emails are important:

  • Welcome emails get 4x more opens
  • They get 5x more clicks
  • 74% of people expect onboarding emails

If you’ve got a tool that automates this aspect of your marketing, growing your business will be much, much easier.

2.2. Growing your business with Keap email marketing

email templates

Email templates

I’ve reviewed plenty of specialized email marketing tools such as ActiveCampaign, ConvertKit, and MailChimp, but Keap holds its own.


First of all, Keap offers plenty of beautiful templates.


After choosing the one you like, you’ll be able to customize it to fit your branding.

segmentation

Secondly, you’ll be able to segment your audience.


What is email segmentation?


Email segmentation is the process of dividing your contacts or email subscribers into groups according to their interests, activity, and more shared factors. This way, you can personalize at scale.


This is pretty handy for making sure you’re maximizing the lifetime value of all your contacts.


For example, leads may be interested in one product type. Customers might want an upgrade, and so on.


With email segmentation, you can sell to all of them, by adapting to everyone’s unique needs.

email marketing automation

Keap also has simple email marketing automation features.


You can set rules and triggers such as:

  • Lead fills out a form - Keap automatically sends them the lead magnet
  • Lead engages with your website - Keap shoots them an email with a great offer
  • Customer checks out the pricing page - Keap invites them to upgrade or get in touch with your sales reps
A/B and split testing

You can also A/B test your email campaigns.


And at the end of the day, you’ll be able to see how effective your email marketing is with Keap’s email reporting.


All in all, Keap’s email marketing features are simple, but powerful.

2.3. Keap landing pages

Landing pages templates

Keap recently rolled out a new feature, landing page builder.


Similarly to tools like systeme.io, Keap allows you to pick from a gallery of templates and then customize them to fit your branding.


The best part?


You don’t have to write a single line of code!


You can also customize your landing pages based on:

  • Traffic sources - Where did your leads come from?
  • Products or services
  • Special offers
  • Events
template

You can add a variety of conversion-driving elements to your Keap landing page:

  • Testimonials
  • CTA buttons
  • Lead gen forms

After building your landing page, you can add it to your automation sequence.


Since landing pages are the “crown jewel” of your sales funnel, it’s great that Keap offers this feature. 


The differentiation based on different traffic sources and other characteristics is a nice touch for personalization at scale, as well.

2.4. Marketing automation

Marketing automation

Keap’s marketing automation system is fueled by their CRM and email marketing.


What does that mean?


You can set up triggers like I explained above, and Keap will automatically send relevant emails to your contacts.


This is pretty handy for lead nurturing through email sequences. However, that’s all there is. Honestly, I found it to be a little underwhelming.


Moving on, folks!

2.5. Message your contacts

Message your contacts

The main benefit of SMS marketing is that everyone opens texts. In 2018, text messages had an 98% open rate.


Keap’s definitely forward-thinking with this feature, and I love it!


So in addition to email, you’ll also be able to keep track of your contacts’ texts and calls


They’ll be added to their customer profile, so you can automate accordingly.

2.6. Sales pipeline

Sales pipeline

Keap’s sales pipeline feature is a great feature for sales teams.


However, even if you’re running the entire business yourself, you could benefit from it.


Sales pipeline allows you to visualize where your leads and customers are in your funnel:

  • Do you need to send them an offer?
  • Are they ready to convert?
  • Should you nurture them with an email sequence?

You can also automate your sales pipeline management.


For example, when a lead gets an offer, you can re-qualify them as a prospect.


This is a significant perk for B2B businesses!

2.7. Other Keap features

The features I’ve covered so far are the most effective features for growing your business from 0 to hero with Keap.


However, Keap also offers a few features for scheduling and paperwork:

  • Automated appointments that sync with your calendar and availability (similar to Calendly)
  • Quotes
  • Invoices and payments

3. What are the pros of using Keap?

Keap has plenty of pros:

3.1. It’s easy to use

easy to use

Just consider the fact that you can build landing pages visually.


Normally, you’d have to either learn how to code, or pay someone to do it for you. 


But with Keap, you just have to drag and drop sections to create an effective landing page.


Similarly, it doesn’t take a lot of knowledge to create automation rules.


This is why I really love all-in-one tools, or at least tools like Keap which offer a few tools within their offer. 


You don’t have to learn the intricacies of each tool; you can get things set up with just a few clicks.

3.2. It saves money

saves money

If you don’t use a tool like Keap, you’ll have to pay for a few tools:

  • Contact /customer relationship management tool
  • Email marketing tool
  • Landing page builder

And that’s just what you need to get started.


However, Keap offers all of these features within one roof, so you’re not paying for an entire tool stack.

3.3. Plenty of integrations

Plenty of integrations

What Keap doesn’t offer natively, it makes up for with its integrations.


If you run an online store, you can easily integrate Keap with eCommerce tools like BigCommerce.


Manage your emails with Keap’s Gmail integration. Optimize your checkout page conversion with ThriveCart.


Or alternatively, you could just use systeme.io and get all of those features in one.

4. What are Keap cons?

Keap is a handy tool, but it does have a few significant disadvantages:

4.1. It’s not useful to new online businesses

I think you’d get the most value out of Keap if you’ve been running your business for a while.


It’s pretty heavy on the CRM side. 


And while email automation is a nice touch, it’s still not as simple and sales-focused as some other tools.

4.2. Landing page builder, and nothing but

Landing page builder

Normally, tools that offer landing page builders offer plenty of conversion-focused elements, as well as advanced sales funnels.


Unfortunately, Keap does not.


So yes, you might use it for a portion of your work.


However, if you want to minimize your costs and maximize your sales in the beginning, check out the Keap alternative I’ll cover in a sec.

4.3. It’s expensive for what it offers

I’ll talk about Keap pricing below, but in short - I’m not impressed.


I feel like they could’ve offered a lot more features for entrepreneurs to warrant the $79/mo asking price for the most limited plan.

5. Keap pricing

Keap pricing

Keap offers 3 plans:

5.1. Keap Grow: $79/month

Keap Grow is the first, most affordable plan.


However, you won’t be able to use the landing page builder, or marketing automation which will make it a lot harder to scale.

5.2. Keap Pro: $149/month

Keap Pro has everything in Keap Grow, with the addition of:

  • Landing page builder
  • Marketing and sales automation
  • Recurring payments
  • Smart forms

This is the plan you’d have to pick if you wanted to grow your business as fast as possible with Keap.

5.3. Infusionsoft: $199/mo

Finally, the last plan is actually Infusionsoft, and it’s recommended for agencies and big companies.


When it comes to pricing, keep in mind that the pricing is expressed for up to 500 contacts and 1 user.


So if you have more contacts or want to add other team members, you’ll have to pay more.

6. The best Keap alternative: systeme.io

Systeme.io's dashboard

Systeme.io's dashboard

If you want a tool more powerful and more affordable than Keap, then you’ve found it!


Systeme.io is the best all-in-one marketing tool for lightning fast business growth!


Systeme.io features include:

  • Website and page builder (visual, drag & drop) with templates
  • Sales funnel builder (automate your entire sales process)
  • Email marketing automation
  • Workflow automation
  • Affiliate marketing
  • Membership sites, courses, and webinars
  • Blogging and dropshipping
create a new funnel

And the best part?


You can start growing your business with systeme.io for as little as $27/month.

Systeme.io's pricing

Systeme.io's pricing

Customers emphasize how easy systeme.io is to use, and they love the powerful sales engine under its sleek hood.


Stay in touch with your customers, turn leads into fans, and reach your revenue goals fast.

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