Keap Review

Chandler, AZ
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Keap At A Glance

Good: Keap offers an extensive amount of coaching and consulting services to help businesses accelerate current marketing strategies and learn new strategies.
Bad: Keap is primarily intended for small businesses, so it may not be a good fit for larger organizations.
Bottom Line: Keap is a cloud-based, all-in-one sales and marketing solution geared to help small businesses convert leads into customers.

Product Overview

Keap (formerly Infusionsoft) is a cloud-based, all-in-one sales and marketing solution geared towards small businesses. Meaning, an organization can track and manage its customer relationships, automated marketing tasks, ecommerce efforts and payment collection all in one platform.

For this review, we will focus on the marketing automation features and functionality.

Keap’s marketing automation solution helps organizations engage with audiences and build personalized relationships with customers. More than just an automation tool that saves you time, Keap allows you to see which prospects and leads are actively engaged with your brand, allowing you to adapt your marketing efforts accordingly.

Some of Keap’s advantages include:

  • Streamlined marketing to new customers with automated lead capture and follow-up messages
  • Triggered personalized messages based on emails, opens, clicks, form submissions and payment history
  • Collected data in campaigns and emails to easily see what’s working and what isn’t


Keap allows an organization to work smarter instead of harder on its marketing strategies. Here, we’ve described five key features that help accomplish that:

Campaign builder – The campaign builder has a drag-and-drop interface, making it simple to build entire campaigns and repeatedly use them without having to go through the creation process every time. Easily create custom landing pages and emails, or modify existing campaigns without having to change platforms or tools.

CRM integration – Keap’s marketing automation solution integrates fully with its customer relationship management tool (CRM). This allows you to easily see a prospect’s contact information and communication history and use the information to personalize messages. Autoresponders can also be used to send a series of emails seamlessly.

Landing page builder – The landing page builder allows you to build branded landing pages without the need of a developer or website-building specialist. Test pages, publish them or embed them on your website without jumping between platforms.

Website tracking – With tracking codes integrated through the CRM, Keap can track everything you need to know about a campaign and customer experience to make smarter decisions. Easily see metrics like:

  • Who visited a specific page
  • Individual browsing trends
  • How many customers a new campaign or tactic generated
  • A visitor’s journey from their first visit to latest purchase
  • Average time on page per customer

Email statistics and reports – Keap collects data on every email you send, allowing you to easily calculate the ROI and modify the email if necessary. Here you can see metrics like emails sent, emails opened, clicks, bounces and opt-outs.

Target Market

Keap is best used for small businesses that want to increase or streamline their marketing efforts. Here’s a list of prominent customers Keap serves.

  • Milkhouse Candles
  • Rock and Rapid Adventures
  • Presidential Pools
  • Clean Corp
  • DC Mosquito Squad
  • Burleson Orthodontics
  • LKR Social Media
  • Hear and Play
  • Math Plus Academy
  • Les Molyneaux Bed and Breakfast

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Keap is a cloud-based solution, making system implementation simple and quick. Desktop and mobile applications are available, allowing users to work on whatever device they’re most comfortable with.

When implemented, Keap offers a required coaching package to get you and your team up and running without any confusion.

Keap seamlessly integrates with accounting solutions like QuickBooks and Xero. If you have existing tools and business apps you’d like to use, Keap offers an open API, allowing businesses and developers to enable third-party apps to connect with Keap accounts. Keap also offers hundreds of integrated apps and add-ons in its Marketplace.

Customer Service & Support

Keap offers a variety of helpful resources and training sessions to help users get the most out of the software. These include:

  • University – A three-day training class with top small business coaches within an industry.
  • Accelerator – On-site implementation services from Keap that is done within three days.
  • Elite Business Education – Access to Keap’s executive leadership team to help set long-term, strategic marketing visions for your business.
  • Keap Coaching – Get one-on-one coaching from an Keap expert.
  • Help Center – A full repository of user guides and white papers allowing users to learn more about Keap in their own time.
  • User Groups – Find a user group in your area to connect with the Keap community.
  • Find a Partner – Hire a certified Keap partner who will help you create marketing automation strategies that work best for your business.
  • Knowledge Center – A hub for Keap news and advice for small businesses, as well as webinars, ebooks and other helpful resources.


There are three pricing plans with CRM functionality, email marketing, business phone line and text messaging, appointments, and quotes, invoices and payments.

  • Keap Grow starts at $79 per month for 500 contacts and accommodates a single user
  • Keap Pro plan starts at $149 per month and has all the features of the Grow plan, plus marketing automation, recurring payments, landing page builder and smart forms and reports.
  • The Infusionsoft plan starts at $199 per month and offers additional features, such as lead scoring and advanced reporting.

Each pricing plan includes an additional fee for the expert coaching packages.

  • Keap Grow ($99) includes a business needs assessment, one-on-one coaching sessions for the first 30 days, daily training webinars, 24/7 tech support, contacts migration and assistance with application integration (e.g., QuickBooks, Outlook, Gmail).
  • Keap Pro ($499) includes all aspects of the Keap Grow package, plus advanced data migration, Zapier integration assistance and custom project scoping.
  • Infusionsoft ($999) adds on advanced eCommerce and sales pipeline setup.


Keap is primarily intended for small businesses, so it may not be a good fit for larger organizations.


Keap Screenshot 1
Keap Screenshot 2
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Since founded in 2001, Keap has believed that small businesses are what make communities special and unique. It strives to help small businesses succeed by offering an award-winning sales and marketing solution, one-on-one consulting services, live training, large-scale events and an active community of users, partners and industry leaders.

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