What is Keap?
Keap (formerly known as Infusionsoft before its name change in 2019) is an online software that offers a sales and email marketing platform for small businesses. Additionally, it provides customer relationship management, eCommerce, and various forms of marketing solutions.
Keap Pros & Cons
PROS
- • Analytics: Keap’s analytics software helps you keep an eye on your sales reports, contact growth, engagement, payments, revenue, and refunds through the dashboard on your home screen.
- • Templates: this platform includes twenty-seven templates for you to use. You can also create your email and text message templates from scratch.
- • Free trial: if you want to see what this platform has to offer without any obligation or credit card details required, Keap generously allows you fourteen days of full access to its features.
- • Support: if you’re confused at any point, community forums, training, tutorials, and customer support are available for you to use. Additionally, about an hour after I registered with Keap, I got a phone call from a friendly representative asking if they could assist me in any way.
- • Segmentation: with this platform, you can segment your clients into different groups (e.g., current, prospective, or past) and email them simultaneously.
CONS
- • Expensive: Keap is priced higher than other CRMs on the market that offer more options. Moreover, once you’ve signed up for a payment plan, you must pay an additional one-time payment of $499 for ‘Expert Coaching’ so you can implement the software effectively.
- • Complicated: this platform’s software can be overwhelming for you at first. It is a huge learning curve for you if you aren't technologically or logically inclined.
- • Limited SMS and phone call region: while you can create your text messages from scratch with Keap, if you aren’t in the United States or Canada, you won't be able to send them or place phone calls to your clients
Who is Keap Good For?
Keap will be beneficial for you if:
You need to invoice your customers:
this platform’s invoicing software allows you to create and track your invoices to see which have been paid, viewed, or are past due.
You need to set up appointments with your clients: Keap’s appointment software allows your customers to decide when to meet you with a booking link. Additionally, once an appointment has been settled upon, you can send confirmations and reminders to your contacts closer to the time.
Keap Isn’t Recommended For:
Keap is inadvisable for you if:
You don’t have the time: this platform is so difficult to use at first that unless you're willing to invest hours of your time into learning how to use it properly, you won't get very far.
You’re a small business: if you're a small business and just starting, Keap will be incredibly pricey. If $79/month for the cheapest payment plan isn't enough, you have to pay a mandatory once-off payment of $499 for expert coaching on top of that.
Keap Pricing
Keap’s price plans increase on a sliding scale as additional new contacts are added to your account. While each plan comes with a minimum of 500 contacts and one user free, you’ll have to pay $30 for each additional user and $21 per 1000 extra contacts. Furthermore, an additional, once-off, compulsory fee of $499 will be added to your account to access a coach to help you work out how to successfully use the software.
Keap Cancellation/Refund Policy
If you want to cancel your account with this platform at any point, you’ll have to put your request in at least ten days before your next invoice date. You must also initiate your request verbally through a Keap representative; sending in an email is not adequate.
Keap Features
Keap has 134 total features that you can fully access during your fourteen-day free trial, but you have to pay for them after that, depending on which payment plan you go with. Here are a couple of attractive features worth noting:
· Customer Relationship Management
This platform’s CRM system automatically responds to incoming leads and existing contacts, as well as sending out follow-ups and updates to your clients. Additionally, you can find all the details of a specific client on your dashboard, including their phone numbers, email addresses, social media websites, addresses, and birthdays.
Sales Pipeline
Keap’s easy-to-use, drag-and-drop sales pipeline software automatically syncs with your contact list information. You can use templates, set up easy automations, track and manage leads on your dashboard, trigger automated follow-ups and actions, and assign tasks to team members, which will help you nurture leads.
Invoices
This platform’s invoicing software generates and tracks invoices so that you can find out which of them have been viewed, paid, or are past due. Keap also allows you to set up daily, weekly or monthly payments and automatically send out friendly reminders to your clients to help you get paid on time. Additionally, this platform integrates with PayPal, Wepay, and Stripe, three well-known payment apps.
Ease of Use
Setting up your account with Keap takes no longer than ten minutes. After answering a few questions about your business that helps the software recommend tips in the ‘Getting Started’ tab of your dashboard, you get through to your home screen. With a white background and green text, the entire website is very pleasing to the eye and easy to navigate around.
The Keap website has a simple design that even a novice could casually use. The service advertises itself as being for small businesses, so there’s little prior technological knowledge necessary
Drag and Drop Interface
There are a variety of design choices for emails, or you can start from scratch, and then drag and drop the visuals where you’d like
Landing page creator
Even those without any coding experience can casually use this creator to fine-tune their landing page, starting with a template or a blank canvas
Email templates
There are 27 email templates to choose from, with options to purchase more ‘packs’ for a reasonable price
Keap Automations
This platform has two different automation levels for you to use, depending on your skill level. You can use Easy or Advanced Automations together or separately, depending on how technologically savvy you are. Keap's email automation software uses a drag-and-drop editor with simple when/then actions. You can easily see what will happen when you send your automation. Additionally, here are a few of the Easy Automation features, including:
New Lead Capture: using Keap, you can set up an automation to intuitively take your leads from a contact form to booking an appointment
Appointment Reminder: with this platform, you can automate scheduled appointment reminders to your clients once a meeting time has been settled upon
Sales Nurture: you can automate emails about promotions and offerings to your clients, potential, new, and current alike.
Purchase Follow-up: Keap allows you to automate reminders to your clients when they've overlooked an invoice and then thanks them once they've paid you.
It’s important that the email marketing service you use has as many options for automation as possible, cutting down your work hours and making business processes more efficient and streamlined. Keap allows you to automate your marketing, sales, and data entry.
There are automated processes for sending customizable pre-written emails and texts, moving leads up your sales process ladder and essentially any other process you desire. With a flexible marketing campaign builder, you can personalize and create any sales and marketing automated process you like.
Customer Service
There’s over-the-phone support and online chat support.
Phone number : +1 866 800 0004 Ext. 2
M-F 6AM - 7PM PDT
Conclusion
Keap is most suited to well-situated businesses that can pay for its high prices. If you're a small business just starting, I'd recommend you stay away until you're regularly earning a high amount of income. I liked how simple and easy on the eyes the entire Keap website was, but I did not like how complicated some things were to implement correctly. Furthermore, you have to pay nearly $500 extra simply to get trained on how to use the software properly before you even begin. It is a huge downside for me.
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