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What Is Keap?

Updated: Jun 12, 2023

Grow Your Business with this All-in-One Automation Software

Are you seeking to organize your customers and be more efficient in your marketing process? Choosing the right application that helps to integrate email marketing programs with a customer relationship management system is critical.

Keap software is an application to consider for small to medium size businesses. The application helps to organize customer information and daily tasks in one place. It combats repetitive tasks and creates more time for growing the business.

Keap is a great CRM for small businesses that struggle with data entry and management of marketing information. It offers a top-notch solution for handling marketing automation by saving on time.

Client Management Program

Keap is a client management program that helps business owners track their prospects and customers. The application consists of email marketing, client database, automation, and more.

It was formerly known as Infusionsoft. The main purpose of this software is to house all your customer information and communication in one place.

The software has a user-friendly interface for even non-techies. An individual can use the program to collect money on invoices, update customer information, and handle follow-up phone calls.

This CRM and marketing automation software is ideal for small businesses. It helps businesses get more organized and deliver better services.

If you aren't satisfied with our current software or don't have one in place currently, continue reading this Keap review for more insights. The pros and cons listed here will help you make an informed decision.

More Features

Automated Marketing Campaign

The tool has several campaign templates for creating high-performance marketing campaigns from the scratch. These campaigns consist of email marketing, social media posts, and direct mails.

The platform ensures that the business branding is consistent across all the communication channels. You can also use the tool to track visitors and landing page analytics.

Sales Automation

The program allows users to create custom quotes for their customers. These quotes are automatically converted into orders after approval by the client.

It also provides the sales report to help business owners understand underperforming areas. These sales metrics are shown on the dashboard and pulled when there is a need.

Lead Scoring

The feature is quite crucial for the sales team and entrepreneurs regardless of the business type. The tools help business owners identify the best leads and try to improve overall productivity.

The lead scoring on the Keap program is super easy to understand. An entrepreneur can assign the lead to the right salespeople using this feature.

Contact Management

The feature allows the business owner to retrieve the client information, orders, marketing, and sales history. It also displays the account balance, lead scores, appointment histories, and tasks.

Online Storefront

The Keap application allows business owners to design a professional-looking online storefront of their business. These organizations can process payments through the digital shopping cart.

The tool also has the option to sell physical products. The user can either collect payments via credit card or Pay Pal.

Email Marketing

The program enables customers to create professional emails for their prospects. It consists of templates that have promotional offers and auto-responder type of emails to nurture fragile leads.

The spam scoring feature on the email marketing platform helps to ensure high inbox delivery rates to the prospect. The layouts can easily be customized to suit your business brand.

Pros and Cons of Keap Software

Below are some of the advantages and disadvantages of Keap application according to real-life customers.


  • Easy to use

  • Integrates CRM with email marketing

  • Order info and past communications in the marketing tool

  • Incredible coaching and support options

  • Nice segmentation

  • Simple to quickly launch campaigns


  • Cost a little high depending on usage and coaching fee

  • Limited template design

Pricing Plans for Keap Program

Keap Software offers several pricing plans that are cost-effective. Each plan has unique features and benefits to the client. Below are some of the pricing options available:

The Lite Plan starts at $79 per month, $24 for the first three months

The Pro Plan starts at $159 per month

The Max Plan is sold at $199 per month

Each pricing plan has a $499 one-time fee for expert coaching. The coaching consists of one-on-one training, daily webinars, and customized support.

In Conclusion

The Keap software is one of the best CRM all-in-one tools for small businesses. It helps to save on time and redirect the focus on growing the business.

Keap interface is user-friendly, reliable, and super effective for your business. The effectiveness is what makes the tool stand out from its competitors.

Keap CRM is worth giving a try due to its versatility. It comes with a 30-day trial period to allow the user to try it out before buying.



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