Features, prices, advantages and disadvantages

Keap is a customer relationship management software that specializes in helping small businesses automate and grow their workflows and, in turn, make profits. Providing solutions for sales and marketing, Keap also has industry-specific adaptability for financial services, including advisors, consultants and accounting firms, non-profit organizations, real estate and marketing agencies. Keap offers a unique pricing structure based on the number of contacts expected per two users, with additional users charged.

Maintain CRM pricing

• Free Trial: 14 days.
• Light: $249 per month for 1,500 contacts and 2 users when billed annually. $299 per month when billed monthly. Additional users are $29 each. This plan includes email marketing, skip capture, landing pages, and billing management.
• Grow: $329 per month for 2,500 contacts and 3 users when billed annually. $399 per month when billed monthly. Additional users are $29 each. Max includes all Pro features plus lead optimization, eCommerce tools, and advanced reporting.
• Scale: $499 per month for 2,500 contacts and 2 users when billed annually. $599 per month when billed monthly. Additional users are $29 each. Ultimate supports all Plus features, plus advanced marketing tools, user access controls, advanced reporting, and more.

Maintain key CRM features

Appointment Scheduling

Keap offers a native appointment scheduler and admin panel that can integrate with Google and Outlook calendars. Reps can customize details, availability, and reminders while syncing information between the Keap mobile app and desktop. Not only can you book meetings, consultations and services directly, but this feature will activate automatic follow-ups.

Lead promotion campaigns

Keap provides robust lead management tools that go beyond simply capturing high-quality leads from landing pages or social media. Sales reps can tag and qualify incoming leads that initiate automated lead nurturing campaigns. Drip email campaigns can be created and deployed directly through the Keap platform, and users can track information such as delivery, open, and click-through rates, all to ensure lead nurturing success.

Report Dashboards

Accessing up-to-date sales and marketing metrics at your fingertips is critical to making smart business decisions. Keap offers a variety of data points to measure, including sales forecasts, engagement tracking, and campaign performance. Additionally, users can pin their most used reports to the top of the center so they can access this information at a glance.

Sales automations

Users can save time by automating repetitive tasks like capturing and following up with leads so they can focus on building customer relationships. Additionally, they can send text messages and emails to potential customers as soon as they fill out a form on the company's website or social media. Keap also offers an advanced sales automation builder that allows users to customize sales and marketing processes to create predictable and repeatable growth with advanced development sequences and personalization response triggers.

Maintain the pros and cons of CRM

Alternatives to Keap CRM

Since there are different types of CRM software, it is important to consider other similar alternatives to any provider when doing your research. Consider understanding general CRM pricing and the budget allocated to your own business, as well as the key features you know you would use.

EngageBay, HubSpot, and Capsule are comparable CRM solution providers to Keap and are worth investigating. Below I quickly compare each CRM solution to get you started.

EngageBay

Engagebay is an all-in-one CRM provider that also offers a marketing solution, helpdesk, and live chat. Both EngageBay and Keap offer advanced marketing tools such as email marketing, templates, landing page builders, and more. Keap offers more payment, quoting, and invoicing tools than EnagageBay.

Do you want to know more? Go to our EngageBay Review.

HubSpot

HubSpot is a popular customer platform with features for marketing, sales, and support teams as well as robust free CRM software. HubSpot and Keap offer extensive integration possibilities for native and third-party applications, making each software easy to adapt to your existing technology stack. While Keap does not offer a free lifetime plan, Keap does offer a free trial of its tool that meets industry standards.

For more details on this provider, read our separate post. HubSpot Review.

Capsule

Capsule is a simple online CRM software that offers an intuitive interface and a free version of its platform. Both Keap and Capsule are marketed toward small businesses for their scalability, but Capsule is the more affordable option. Keap, however, offers additional industry specialization for growing franchises.

Take a look at our capsules review for more information, including key features and a pricing breakdown.

Review methodology

To effectively review Keap and its solution, I used an internal rubric of criteria that we defined as the most important when evaluating general CRM vendors. Next, I compared Keap to industry standards on that scoring tool. I relied on Keap's online resources, community forums, and real user feedback to summarize Keap's core features and ideal use cases.

Below is the exact breakdown of the criteria I used to review Keap CRM:

• Cost: It weighted 25% of the total score.
• Main features: It weighted 25% of the total score.
• Customizations: It weighted 15% of the total score.
• Integrations: It weighted 15% of the total score.
• Easy to use: It weighted 10% of the total score.
• Customer Support: It weighted 10% of the total score.