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 CRM, 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 CRM, 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 – With Keap’s customer relationship management tool (CRM), you can 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

Users can contact support by phone, email or chat. They can also browse articles in the Help Center or connect with other users in the Community forums.


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

  • The Pro plan starts at $199 per month for two users and 1,500 contacts.
  • The Max plan starts at $289 per month for three users and 2,500 contacts. It adds on promo codes and marketing analytics.

There’s also the Max Classic (formerly the Infusionsoft plan) that offers advanced eCommerce and sales management features. Interested prospects should contact Keap directly for more information.


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


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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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