Keap (Infusionsoft): Ultimate Review of Pros, Cons

Keap (formerly known as Infusionsoft) or keap CRM is a comprehensive marketing automation tool that can help businesses of all sizes to increase their marketing efficiency and ROI.

It also offers a variety of other features, such as automation, CRM, and e-commerce integrations.

Keap is a great tool for businesses that want to grow their email list, send automated emails, or track the success of their email campaigns.

Navigate the landscape of email marketing tools with our thorough guide.

Source: Here

It’s a long read, so if you are looking for a quick summary, I 100% endorse Keap for all your marketing needs.

Disclosure: This post may contain affiliate links and I may receive affiliate compensation for some of the links in this post, but at no cost to you if you decide to purchase a paid plan. You can read our affiliate disclosure.

Go ahead and give Keap a try today!

But if you want to go on this ride, I’m more than happy to go with you.

Thanks.

How does Keap work?

Keap allows businesses to create and send newsletters, create and manage email lists, and track the success of their email campaigns.

You can create newsletters in any format, including text, HTML, and Rich Text Format (RTF).

Immediately after creation, these newsletters can be sent out as individual emails or grouped into an email campaign(s).

With Keap, you can schedule email campaigns, or send as a drip campaign— email sent on a set timing, based on actions your audience takes.

Source: FindMyCRM

Keap’s email marketing tool also allows businesses to create and manage email lists.

Email lists can be created by importing customer data, or by manually adding email addresses.

Keap also supports email lists to be segmented by audience types, such as customer demographics (age, gender, or location) and customer behavior, such as whether or not they have made a purchase.

From Infusionsoft To Keap: How It Happened

When Infusionsoft, the leading small business CRM, was founded in 2001, it was one of the first companies to provide an all-in-one sales and marketing platform for small businesses.

Fast-forward to 2017. Infusionsoft is still a leading CRM, but the landscape has changed. The small business market has exploded, and there are now dozens of CRM providers to choose from.

To stay competitive, Infusionsoft had to make some changes. So in 2017, they acquired Keap, a leading small business CRM provider, and merged their platforms.

The merger has been a huge success. The combined platform has over 250,000 users, and it’s been praised for its intuitive design and powerful features.

If you’re looking for a powerful CRM that’s designed for small businesses, the combined Infusionsoft / Keap platform is worth considering.

Keap As a CRM Tool: Who is Keap For?

Keap is a CRM tool that is designed for small businesses.

It is a cloud-based application that is easy to use and can be accessed from any computer or mobile device with an internet connection.

Keap can be used to manage customer relationships, track sales and marketing activity, and automate tasks.

It is the ideal tool for businesses that are looking for a CRM tool that is easy to use and affordable.

Also, it is a good option for businesses that need a CRM tool that can be accessed from any computer or mobile device.

Using Keap as an Email Marketing Tool

Keap is also an email marketing tool that can be used to send out newsletters, promotions, and other announcements.

It is a great way to keep your customers and clients up to date on your latest news and products.

There are several different ways to use Keap to send out your email marketing communications.

You can create a campaign, which is a series of emails that are sent out over some time.
You can also create a template, which is a pre-made email that you can use as a starting point for your communications.
In addition, Keap allows you to create custom fields that you can use to gather information from your customers. This information can be used to create targeted email marketing campaigns.
Keap also offers a variety of different templates that you can use to create your email marketing communications. These templates are fully customizable, so you can add your own logo, images, and text.
Keap also offers a variety of different reports that you can use to track the success of your email marketing campaigns. These reports can help you to determine which campaigns are most successful and which ones need improvement.

Keap is a great tool for businesses of all sizes. It offers a variety of features that can help you to create and track successful email marketing campaigns.

How Keap Can Help Your Business [Any Business At All]

If you are like most business owners, you are always looking for ways to increase sales and grow your business.

Who doesn’t want to increase sales:-)

One of the best ways to do this is through email marketing.

Email marketing is a great way to stay in touch with your customers, keep them up-to-date on your products and services, and drive traffic to your website.

But, the problem now becomes the fact that most business owners don’t have time to design and send out a bunch of email marketing campaigns.

That’s where Keap can help.

Keap is a powerful email marketing platform that makes it easy for you to create and send out email marketing campaigns.

With Keap, you can create custom email marketing campaigns, send out automated email marketing campaigns, and track the results of your campaigns.

Keap also makes it easy for you to create landing pages and track the results of your online marketing campaigns.

If you are looking for a powerful and easy-to-use email marketing platform, Keap is the perfect solution for you.

And it makes it easy to do a lot in one place:

create and send out email marketing campaigns
track the results of your campaigns, and
grow your business, in the least possible time.

What Is Keap CRM

Keap CRM is a marketing tool that can help you manage your customer relationships and sales pipeline.

Keap CRM lets you track your interactions with customers, create sales opportunities, and track the progress of each opportunity.

The Keap’s CRM also includes reporting features that let you track your sales results and measure the effectiveness of your marketing campaigns.

Features of Keap CRM

1. Automation

Integrated with other software platforms
Fully customizable
User friendly
Efficient and reliable
Keap CRM is a powerful yet easy-to-use customer relationship management tool.

It integrates with other software platforms, is fully customizable, and is user-friendly. Its efficiency and reliability make it the perfect tool for managing customer relationships.

2. Email marketing

Keap CRM offers powerful email marketing capabilities that allow you to create and send highly personalized email marketing campaigns to your customer base.
With Keap CRM, you can easily create and send email marketing campaigns that are targeted to specific customer segments.
You can also create email marketing campaigns that are based on customer behavior, such as past purchase behavior or website activity.
Keap CRM also allows you to track the success of your email marketing campaigns, so you can gauge the effectiveness of your efforts and make necessary adjustments.
Keap CRM also offers a wide range of templates that you can use to create your email marketing campaigns.

3. B2B capabilities

Tracks customer interactions and history
Sales automation
Email marketing
Customer support
Reporting
Integrates with other software
Keap CRM is a powerful business-to-business (B2B) customer relationship management system that helps you track customer interactions and history, automate sales processes, and improve customer support.

It also integrates with other software programs you may be using, such as your email marketing system, to provide you with a comprehensive view of your customer relationships.

4. Invoices

Create and manage invoices
Send invoices as PDFs
Set up recurring invoices
View invoice history
Invoices are an important part of running a business.

With Keap CRM, you can create and manage invoices easily. You can also send invoices as PDFs, and set up recurring invoices.

To see how your business is doing, you can also view invoice history for a period, or all time.

5. Appointments

Schedule appointments with clients and staff
Set up automatic reminders
See your schedule in calendar or list view
Sync with Google Calendar or Outlook
Create appointments from email
Accept or decline appointments
See appointment history
The Keap CRM appointments feature makes it easy to schedule appointments with clients and staff, set up automatic reminders, see your schedule in the calendar or list view, sync with Google Calendar or Outlook, create appointments from email, and accept or decline appointments.

You can also see the appointment history.

6. Mobile apps

Integrated email marketing
Automatic lead capture
Sales pipeline management
Reporting and analytics
Customizable
Keap CRM is a comprehensive CRM system that helps businesses manage their sales pipelines and customer relationships.

It offers a wide range of features, including mobile apps, email marketing, lead capture, sales pipeline management, reporting and analytics, and more.

Keap CRM is also highly customizable, so businesses can configure it to meet their specific needs.

7. SMS marketing

Keap CRM enables you to easily send SMS messages to your customers and prospects.

You can create a list of contacts, and then send them SMS messages either one at a time or in bulk.

SMS messages can be used for a variety of purposes, such as marketing messages, reminders, or even customer support.

SMS messages are a great way to reach your customers and prospects, and Keap CRM makes it easy to send them.

8. Quotes

Keap CRM makes it easy to get quotes from your leads and customers.

You can quickly create quotes and send them to your customers with just a few clicks.

Quotes are a great way to show your customers that you’re serious about doing business with them.

They also help you close deals faster by giving your customers a clear idea of what they’re buying.

Keap CRM makes it easy to create quotes.

Just enter the details of the product or service you’re selling, and Keap CRM will create a quote for you.

You can then send the quote to your customer with just a few clicks.

Quotes can be customized to include your company’s logo, contact information, and other details.

You can also add terms and conditions to your quotes, so your customers know what to expect.

9. Reminders & reports

Keap CRM offers a wide range of features to help you manage your customer relationships.

One of these features is reminders, which can help you stay on top of important tasks.

You can set reminders for individual contacts, or groups of contacts, and Keap will send you an email or text message to let you know what you need to do.

Another useful feature is ‘reports’.

Keap CRM offers a variety of reports, so you can track your progress and see how your business is doing.

You can view reports on a variety of topics, including sales, leads, and contacts.

This information can help you make decisions about how to best grow your business.

10. Internal forms

Keap CRM’s internal form feature is great for creating custom forms to gather specific data from your customers or leads.

You can create custom forms with questions and fields that are relevant to your business and then gather that data automatically into your Keap CRM account.

This is a great way to get more information about your customers and leads and to keep all of your data organized and easily accessible.

11. Automatic Form Submissions

Keap CRM’s automatic form submission feature is another great way to gather data automatically into your account.

With this feature, you can create a form and then specify a web address or email address to which the form should be automatically sent.

This is a great way to collect data from your customers or leads without having to ask them to fill out a form manually.

You can also specify a response email address so that you can automatically receive the responses from the forms that you create.

12. Customizable Lead and Customer Profiles

Keap CRM’s lead and customer profiles are completely customizable, so you can create profiles that are specific to your business needs.

You can add and edit any information that you want to include in your profiles, and you can also specify which fields should be automatically included in each profile.

This is a great way to keep all of your customer data organized and easily accessible.

13. Landing pages

Keap’s landing pages are an easy way to collect information from your website visitors.

You can create a landing page to promote a product, event, or download, and then track how many people visit the page and submit their information.

Landing pages are a great way to increase your conversion rate and grow your contact list.

14. Lead Capture Forms

Keap’s lead capture forms are another effective way to collect information from your website visitors.

You can create a lead capture form to promote a product, event, or download, and then track how many people visit the page and submit their information.

Just like a landing page, lead capture forms are a great way to increase your conversion rate and grow your contact list.

15. WebForms

You can create a web form to promote a product, event, or download, and then track how many people visit the page and submit their information.

Web forms work like a gem when you need to increase your conversion rate and grow your contact list.

16. Sales Pipeline

You can organize your sales process and track your progress with Keap’s sales pipeline feature.
It allows you to add potential leads and track their progress through your sales process.
Organize your sales opportunities by stage and track their progress.
See a summary of your sales pipeline at a glance.
The sales pipeline is a key part of any sales process, and Keap CRM makes it easy to track your progress.

With their sales pipeline feature, you can add potential leads and track their progress through your sales process.

You can also organize your sales opportunities by stage and track their progress, while you have an overview of your sales pipeline at a glance to stay on top of your progress.

17. A/B testing

Keap CRM offers A/B testing for email campaigns, which allows you to test two different versions of your email against each other to see which one performs better. You can then use the results of the test to determine which version of the email you should send to your customers.
The Keap CRM also offers A/B testing for landing pages, which allows you to test two different versions of your landing page against each other to see which one performs better. You can then use the results of the test to determine which version of the landing page you should use for your marketing campaigns.
Both of these types of A/B testing are very useful for determining which version of your marketing materials is most effective, and they can help you to improve your marketing campaigns.

18. Recurring payments

Easily create and manage recurring payments with Keap.

This can be extremely helpful for businesses that have a subscription-based model or for those who need to make regular payments to their suppliers or vendors.

With Keap CRM, you can create a recurring payment profile and then specify the payment frequency, the amount to be paid, and the date on which the payment should be made.

You can also specify a payment reminder date, which will help to ensure that payments are made on time.

Once the recurring payment profile is set up, Keap CRM will automatically take care of the payments for you.

This can save you time and hassle, and it can also help to ensure that payments are made on schedule.

19. Checkout forms

With the Keap’s checkout forms feature:

Keep your customers’ contact information organized and accessible.
Customizable checkout forms that allow you to gather the information you need from your customers
Integrated with PayPal and other payment processors, so you can easily accept payments from your customers

When you’re running a small business, it’s important to keep track of your customers’ contact information.

Keap CRM makes it easy to keep your customers’ information organized and accessible.

With customizable checkout forms, you can gather the information you need from your customers, and integrated with PayPal and other payment processors, you can easily accept payments from your customers.

20. Lead scoring

You can assign points to leads to indicate their importance, and Keap will automatically rank your leads according to their score.

This way, you can focus your time on the most promising leads.

You can assign points to leads to indicate their importance, and Keap will automatically rank your leads according to their score.

This way, you can focus your time on the most promising leads. Email marketing

With Keap, you can easily create and send beautiful email newsletters, autoresponders, and other email campaigns.

You can even track the results of your campaigns to see how well they’re performing.

Start automating your marketing tasks, and many of your daily tasks, such as sending follow-up emails, creating new leads today.

Join Keap with my recommendation link here.

21. Analytics

Keap CRM offers powerful analytics tools so you can see how your marketing efforts are impacting your business.

With Keap CRM, you can track your website visitors, email opens and clicks, and social media followers.

You can also see how your marketing campaigns are performing, and how much revenue they are generating.

Keap CRM also offers a variety of reports that can help you track your sales and marketing efforts.

You can see how many leads you are generating, how many of those leads are turning into sales, and how much revenue your business is generating, then track your customer’s buying behavior, and see which products and services they are most interested in.

Keap CRM’s powerful analytics tools and reports can help you improve your marketing efforts and increase your sales.

22. Smart Contact Management

keap's organized contact smart management

Source: FindMyCRM

Keap is a great choice for businesses that want a CRM system that can manage all aspects of their sales process, and smart contact management is not excluded.
Coupled with,

Sales automation
Lead capture and scoring
Customizable pipeline and workflow
Reporting and analytics
You get to focus on making the decisions about how to grow your business.

Features of Keap’s CRM Smart Contact Management

1. Purchases & payments

Keep your purchase and payment history tidy and easy to find.
Connect your bank and credit accounts to automate payments.
Get insights into your spending habits.
Set up recurring payments and save time.
Stay on top of your budget with notifications and alerts.
Export your purchase and payment history to a CSV file.

2. Messages

Keap’s CRM Smart Contact Management messages feature is the perfect way to keep in touch with your customers and leads.

With its powerful contact management system, you can easily send messages to your contacts, leads, and customers.

You can also create groups to send messages to multiple people at once.

With Keap’s CRM Smart Contact Management messages, you can:

Send messages to your contacts, leads, and customers
Create groups to send messages to multiple people at once
Send messages to people who unsubscribed from your list
Send messages to people who have opened or clicked your messages
Send messages to people who have not opened your messages

3. Tasks & Appointments

Keap’s CRM is a powerful Smart Contact Management tool that not only helps you keep track of your customers and leads, but also helps you manage your tasks and appointments.

The CRM not only allows you to track your customer’s contact information, but also their purchase history, interactions, and other important data.

This information can help you better understand your customers, and create more effective marketing campaigns.

The CRM also allows you to manage your tasks and appointments.

You can create tasks and appointments for yourself or your team members.

The CRM will automatically remind you of upcoming tasks and appointments, so you never miss a beat.

4. Pipeline Stage

The Pipeline stage is one of Keap’s CRM Smart Contact Management features.

The Pipeline stage is used to track the progress of potential customers through your sales process.

This stage is divided into five sub-stages:

Prospect,
Qualified,
In Progress,
Won, and
Closed.
The Prospect stage is used to track potential customers who have not been qualified yet.

The Qualified stage is used to track potential customers who have been qualified and are being considered for purchase.

For the In Progress stage, you use it to track potential customers who have been qualified and are in the process of being bought.

The Won stage is used to track potential customers who have been won and are in the process of being closed.

Then finally The Closed stage. This is used to track potential customers who have been won and have been closed successfully.

The Pipeline stage is a great way to track the progress of potential customers through your sales process.

It’s easy to use and helps you keep track of potential customers’ progress.

5. Deal value

Keap’s CRM system is designed to manage all aspects of customer interactions, from simple contact management to sophisticated sales and marketing automation.

The system is intended to help businesses manage their customer relationships more effectively, to increase customer value.

The heart of the Keap CRM system is the Smart Contact Management feature.

This allows businesses to track customer interactions and associations with different products, services, or offers.

Information gotten at this stage can be used to create more effective marketing campaigns and to increase the value of each customer relationship.

The Smart Contact Management feature also includes a powerful deal value tracking system.

This system allows businesses to track the value of each customer interaction, as well as the total value of all customer interactions.

This information can be used to make more informed decisions about where to focus marketing efforts and how to increase customer value.

The Keap CRM system is a powerful tool for businesses of all sizes.

With Keap’s Smart Contact Management feature, it provides a way to track and manage customer interactions, and the deal value tracking system provides a way to measure the value of those interactions.

The system is designed to help businesses increase customer value and to make more informed decisions about how to market to their customers.

6. Client Documents

The client document management feature allows businesses to upload and store files related to their customers, such as contracts, invoices, and other important documents.

This feature is especially useful for businesses that need to keep track of important customer information.

The client document management feature in Keap’s CRM is easy to use.

To upload a client document, businesses simply need to click on the “Documents” tab in the main menu and then select the “Upload Documents” option.

From there, businesses can browse for the file they want to upload, and then select the “Upload” button.

The file will be uploaded and added to the client’s record in Keap’s CRM.

The client document management feature in Keap’s CRM is also very versatile.

Businesses can not only upload files but also create folders and sub-folders to organize their documents.

They can also add documents to existing folders, or create new folders. This allows businesses to keep their documents neatly organized and easily accessible.

Basically, the client document management feature in Keap’s CRM is a valuable tool for businesses that need to keep track of important customer information.

It is easy to use and versatile and allows businesses to keep their documents

23. Automate Complex Marketing and Sales Processes

Organize customer data
Track customer interactions
Integrate with other business software
Keap is a CRM software that automates complex marketing and sales processes, organizes customer data, tracks customer interactions, and integrates with other business software.
The automation feature makes it easy to create and send marketing emails, track website visits, and manage leads and customer contact information.
Keap’s customer data organization features make it easy to find and track customer interactions, and,
Keap’s integrations make it easy to connect with other software used by your business, such as your email marketing software, accounting software, or website builder.

24. Refine Your Marketing Strategy

Source: FindMyCRM

The Keap CRM software is a comprehensive customer relationship management tool that can help you refine your marketing strategy.

It provides a variety of features to help you track and manage your customers, including:

Contact management: track all of your customers’ contact information in one place.
Marketing automation: create and send automated marketing campaigns, including email marketing, lead nurturing, and targeted ads.
Sales automation: track your sales pipeline and sales progress, and create custom sales workflows.
Reporting and analytics: get insights into how your marketing and sales efforts are performing, and see which campaigns are driving the most revenue.

The Keap CRM software can help you improve your marketing effectiveness and maximize your return on investment or ROI.

It’s easy to use and can be customized to fit your specific needs, so you can get the most out of your marketing efforts.

25. Quick Templates For Landing Pages and Emails

Integrated email marketing
Lead capture and management
Sales pipeline management
Reporting and analytics

26. E-Commerce

Source: FindMyCRM

Keap’s e-commerce capabilities are designed to help you sell more products and services, and keep your customers coming back for more.

With Keap, you can:

Create and manage product and service catalogs
Process orders and track transactions
Set up automatic shipping and billing
Integrate with payment processors
Manage customer accounts and profiles
Generate reports on sales activity and performance
E-commerce is a key part of any successful business, and Keap’s e-commerce capabilities make it easy to sell products and services online.

With Keap, you can easily create and manage product and service catalogs, process orders and track transactions, set up automatic shipping and billing, integrate with payment processors, and more.

Keap’s e-commerce capabilities help you run your business more efficiently and effectively and help you sell more products and services online.

How Does Keap Compare To Other Marketing Tools and Platforms?

Source: Keap

Keap was created to help small businesses succeed by providing an affordable and easy-to-use marketing platform.

Keap offers a wide range of features, including email marketing, automated marketing, and CRM, that can help businesses grow their customer base and sales.

Keap is also a comprehensive marketing platform.

The Keap’s email marketing feature, for example, is one of the most robust in the industry, offering a wide range of customizable templates, automated marketing, and powerful reporting tools.

Keap also offers a 14-day free trial, so businesses can try out the platform before committing to a subscription.

Keap’s Pricing: What are the different payment plans?

They have a few different payment plans to choose from, depending on your needs.

Keap CRM pricing starts at $40 per month, but exact costs will be determined by the size of your contacts, users, and type of Keap plan.

— Lite: starts at $40/month, includes basic features

Everything you get with Lite:

CRM
Email marketing
Lead capture
Easy Automation
Appointments
Mobile app & business line
Payments & invoicing

— Pro: starts at $85/month, includes advanced features

Everything you get with Lite, plus:

Landing pages
Advanced automation
Sales pipeline
Text message broadcasts
Automated text messaging
A/B testing
Checkout forms
Sales reporting
Pipeline analytics

— Max: starts at $100/month, adds lead scoring and analytics

Everything you get with Pro, plus:

Sales funnels
Lead scoring
1-click upsells and cross-sells
Recurring upsells
Promo codes
Marketing performance analytics
Engagement analytics
P.S.S: All paid plans include exclusive access to a small business Growth Coach.

Is Keap the right marketing platform for you?

Keap is an all-in-one marketing automation platform that can help you grow your business.

It offers a wide range of features, including email marketing, automation, lead capture, and CRM, that can help you reach and engage your customers more effectively.

If you’re looking for a powerful, yet easy-to-use marketing automation platform, Keap is a great option.

Its user-friendly interface makes it easy to create and send marketing emails, automate your marketing processes, and track your results.

And, with its wide range of features, Keap can help you reach and engage more customers effectively.

Create Your Account: How to get started with Keap

Now, let’s learn how to create an account in Keap, set up your profile, and begin using this powerful software.

To create an account, simply use this link and click on the “Create Account” button.

You will then be asked to provide some basic information, including your name, email address, and password.

Once you have created your account, you will be asked to provide some additional information, including your business type and contact information.

This information is important, as it will help to match you with the right products and services.

Next, you will be asked to provide some basic information about your business, including your website address, business category, and business contact information (if has a physical address).

This information is important, as it will help Keap understand your business and recommend the right products and services.

Once you have completed your profile, you will be ready to start using Keap!

You can begin by creating your first contact list and adding your contacts.

Or by sending out email campaigns and tracking your results.

It’s as easy as that!

How to get started with Keap: Create Your First Email Marketing Campaign

Creating your first email marketing campaign may seem daunting, but with Keap it’s easy!

We’ll walk through the steps of creating a campaign, from creating your list to sending your first email.

1. Create your list

The first step is to create your list.

This is the group of people who will receive your email campaign.

You can create a list manually, or import your contacts from a file.

If you’re creating a list manually, you’ll need to add each contact’s email address, name, and other information.

If you’re importing your contacts, you’ll need to specify the file format and the delimiter that separates each contact’s information.

2. Create your email

The next step is to create your email.

Keap offers a variety of templates to choose from, or you can create your own custom template.

To create your email, you’ll need to choose a layout, add your content, and specify the recipients.

You can also add images, videos, and other elements to your email.

3. Send your email

The final step is to send your email.

You can send your email immediately, or schedule it to be sent at a later date or time.

You can also send a test email to preview how it will look to your recipients.

That’s it!

Keap Log In

After creating your account and probably sending out your first campaign, you will always need to come back to monitor your progress.

Keap log in or logging into your Keap account may be a simple process, but since this post is supposed to be comprehensive, let’s go through it anyway.

To login to Keap, go to the Keap website and click the “Login” link in the top-right corner of the page.

Then enter your email address and password and click “Log In”.

Keap’s Customer Support, How Is It?

1. Training

Training is one of the most important aspects of any organization, and Keap is no exception.

Keap’s support team is constantly learning and expanding their knowledge so they can provide the best possible experience for customers.

Their support team is divided into two main areas:

Technical Support

The technical support team is responsible for helping customers with product-related questions, while,

The Customer Service Team

This set of people helps customers with questions about their account, billing, and other non-technical issues.

Both teams receive regular training, which includes updates on the latest features of products, best practices for providing support, and tips for resolving common issues.

Keap also offers training webinars on a variety of topics, and their support team is always available to help customers with any questions they may have.

Overall, Keap’s support team is dedicated to providing the best possible experience for customers and is always working to improve their training and expand their knowledge base.

2. Knowledge Base

The Keap blog is a great resource for small business owners and entrepreneurs.

Their blog is updated regularly with new posts on a variety of topics, from marketing and sales to productivity and finance.

The posts are written in a clear, concise, and easy-to-read style, and they’re packed with useful tips and advice.

This is also a great place to find inspiration and motivation, and to learn about the latest trends and developments in the small business world.

The Keap blog is a great resource for small business owners and entrepreneurs.

3. User Community

Keap’s user community is a great resource for getting help and support.

You can find helpful articles and videos, as well as participate in discussions with other users.

To get help from other users:

Go to the Keap User Community Forum.
Click on the “Discuss” tab.
Type your question in the search bar.
Click on the title of the discussion to read more about it.
If you can’t find a discussion that covers your question, start a new discussion by clicking on the “New Discussion” tab.

To find helpful articles and videos:

Go to the Keap User Community Forum.
Click on the “Resources” tab.
Click on the type of resource you want to explore.
Select a resource.
Click on the title of the article or video to read more about it.

4. Documentation

Keap’s support is top-notch!

Customers have a variety of ways to get help, including a searchable knowledge base, video tutorials, and support team.

The Keap knowledge base is a searchable database of articles that answer the most common questions about Keap.

You can search by topic or keyword, or browse by category.

Their video tutorials are short, easy-to-follow tutorials that show you how to use Keap’s features.

Then also, the human support team is available to help you with any questions you have about Keap.

You can contact them by email or phone, and they’ll be happy to help you.

5. Online Chat

Keap’s support is online, and as a customer, you have access to their online help center.

Besides the help center, a comprehensive resource that includes articles, videos, and tutorials to help you get the most out of your Keap account, Keap offers an online chat.

Their support team is available Monday through Friday from 9 am to 5 pm EST.

If you need help after hours, their team is available 24/7 through the help center too.

6. Phone

Keap believes you’re the most important part of their business and deserves the best support they can offer.

That’s additionally, they have a phone line just for you.

When you need to talk to a real person, they’ll be there.

Keap’s support line is staffed by experts who can help you no matter the question or issue you might have.

They can help you with anything from product setup to troubleshooting.

When you call, you’ll always be connected to a live person who can help you get the support you need.

They are always available to help you get the most out of your Keap subscription.

Just check out their support page and explore all the other means of Keap’s support. But if you still need help, you shouldn’t hesitate to give them a call.

7. Email

If you are having trouble with Keap, their email support team can help with it.

Just make sure to include the important aspects of your question to get the most help.

Your name.
The name of your organization.
Your Keap subscription ID.
The specific problem you are experiencing.
A screenshot of the problem, if possible.
Your browser and operating system.
Then forward those to, [email protected].

8. Webinars

Keap’s support is top-notch! We offer weekly webinars to our customers to help them learn about our product and how to use it to its fullest potential. We also offer Q&A sessions so customers can get their specific questions answered. And our support team is always available to help with any issues that may arise.

Keap’s Integrations

Piesync (now from HubSpot)
Zapier
AdEspresso
AppointmentCore
Automate.io
Bigcommerce
Bonjoro
Salesforce
Google Sheets
QuickBooks
ScheduleOnce
Wistia
Workato

1. Piesync (now from HubSpot)

If you’re like most small businesses, you’re probably wearing a lot of hats.

You’re the accountant, the marketer, the salesperson, the customer service representative, the janitor, and the CEO. And that’s on a good day.

So how can you possibly find time to keep your customer data in-sync across all of your different marketing and sales platforms?

That’s where Keap’s integration with Piesync comes in.

Piesync is a tool that automates the process of keeping your customer data in-sync across different platforms.

With Piesync, you can connect your Keap account with your other marketing and sales platforms, such as Salesforce, Mailchimp, Shopify, and more.

Piesync will then automatically keep your customer data in-sync across all of these platforms.

This means that you can easily track your customers’ interactions across all of your different platforms, and you can easily see which marketing and sales platforms are generating the most leads and sales.

So if you’re looking for a tool that can help you keep your customer data in-sync across all of your different platforms, then Keap’s integration with Piesync is the tool for you.

Zapier

Integrating Keap and Zapier is a great way to connect your Keap account with hundreds of other applications.

With Zapier, you can create workflows that automate tasks between Keap and other applications.

For example, you could create a Zap that automatically adds new leads from a Google spreadsheet to Keap or one that sends an email notification when a new contact is added to Keap.

There are endless possibilities for automating your workflows with Zapier and Keap.

To get started, create a Zapier account and then click “Make a Zap!” to create your first Zap.

You’ll be asked to choose a trigger application and an action application.

For the trigger application, select Keap and for the action application, select the application you want to connect with Keap.

Next, you’ll be asked to connect your accounts.

To connect your Keap account, click “Connect” and then enter your Keap login credentials.

Once you’ve connected your accounts, you can start creating Zaps.

To create a Zap, select a trigger and an action. For the trigger, select the event that you want to occur and for the action, select the action that you want to take.

For example, if you want to create a Zap that automatically adds new leads to Keap, select the “New Lead” trigger and the “Add to Keap” action.

AdEspresso

If you’re running a Facebook Ads campaign, then you’re likely using AdEspresso to help you create, manage, and optimize your ads.

Keap’s integration with AdEspresso makes it easy to connect your Keap account with your AdEspresso account.

This integration gives you access to powerful reporting features that help you track the performance of your ads and optimize your campaigns.

With the Keap integration with AdEspresso, you can:

See how your ads are performing in terms of clicks, leads, and sales
Get insights into what’s working and what’s not working in your campaigns
Easily compare the performance of your different ads
Make changes to your campaigns based on real-time data

The Keap integration with AdEspresso is a powerful tool that can help you improve the performance of your Facebook Ads campaigns.

AppointmentCore

Keap’s AppointmentCore integration allows you to easily manage your appointments from within Keap.

AppointmentCore allows you to manage your appointments, schedules, and staff availability.

With AppointmentCore, you can:

View your schedules and appointments
View your staff availability
View your customer information
View your product information
View your notes
View your calendar

Automate.io

Keap’s integrations with Automate.io make it easy to keep your business processes running smoothly.

Automate.io is a powerful yet easy-to-use automation tool that lets you create workflows between your favorite applications.

With Keap and Automate.io, you can easily create workflows to automate your marketing tasks, including:

Sending follow-up emails after a purchase
Adding new leads to your CRM
Notifying you when a new blog post is published
Sending birthday cards to your customers
And many more!

To get started with Keap and Automate.io, simply create a new Automate.io account and add your Keap account information.

You’ll then be able to create workflows between your favorite applications, including Keap and Automate.io.

Bigcommerce

With Bigcommerce, you can create a store that looks professional and is easy to use.

You can also use Bigcommerce to sell products on Facebook and eBay.

Bigcommerce powers a lot of online stores and it seamlessly integrates with Keap, making it easy to manage your shopping cart and customer data.

Bonjoro

Integrating Keap and Bonjoro is a great way to keep your customers engaged and delighted.

Bonjoro is a video messaging tool that helps you create and send personalized video messages to your customers.

It’s a great way to show your customers that you appreciate them, and it can help you build better relationships with them.

Keap’s integration with Bonjoro makes it easy to send video messages to your customers right from Keap.

You can create a new message, or reply to an existing message, and Bonjoro will automatically create a personalized video for each customer.

The integration also includes a handy widget that you can add to your website or blog.

This widget lets your customers send video messages directly to you from your website.

The integration is free to use, and it’s a great way to show your customers how much you appreciate them.

Salesforce

Salesforce is one of the most popular CRMs in the world.

It’s used by millions of businesses of all sizes, and it’s a great tool for managing your sales pipeline.

Keap integrates with Salesforce to give you powerful sales automation features.

You can create tasks and triggers based on events in Keap, and send sales data to Salesforce to help you close more deals.

Google Sheets

Google Sheets is a popular spreadsheet app.

It’s a great way to track data, and it’s free to use. Keap integrates with Google Sheets to give you access to your Google Sheets data right from your dashboard.

Quickbooks

If you’re like most small businesses, you’re probably using Quickbooks to manage your finances.

Quickbooks is a great tool, but it can be a little tricky to get everything set up correctly.

That’s where Keap comes in.

Keap’s Quickbooks integration makes it easy to automatically import your sales data from Keap into Quickbooks.

This saves you time and eliminates the risk of entering data incorrectly.

The Keap-Quickbooks integration also allows you to create invoices and other financial documents directly from Keap.

This lets you keep your financial records up-to-date and eliminates the need to switch back and forth between programs.

The Keap-Quickbooks integration is just one of the many ways that Keap can help you streamline your business operations.

ScheduleOnce

It’s hard to find a time that works for both people, and then you have to remember to add it to your calendar!

What a hassle.

Keap’s integration with ScheduleOnce makes scheduling appointments a breeze.

You can easily find a time that works for both of you, and ScheduleOnce will automatically add the appointment to your calendar.

Plus, you can even send automated reminders to your customers!

With Keap and ScheduleOnce, you’ll be able to spend less time scheduling appointments and more time growing your business.

Wistia

Keap integrates with Wistia.

Wistia offers a suite of features that can help you improve your video marketing efforts, including:

Video hosting and streaming
Video analytics
Embedding videos on your website
Integrating videos with marketing automation tools

Wistia also offers a wide range of integrations with other marketing tools, including Salesforce, HubSpot, and Marketo.

Workato

Integrating Keap and Workato allows you to automate your marketing and sales processes.

With Keap and Workato, you can:

Create and send automated email marketing campaigns.
Trigger automated tasks in Keap when leads are generated or converted.
Automatically add leads to Keap from forms on your website
Import data from other applications into Keap

Keap’s Pros

There are many reasons to love Keap’s marketing tool.

Here are some of the pros:

1. It’s easy to use.

Keap’s marketing tool is easy to use. You can create custom campaigns, track your results, and measure your progress all from your dashboard.

2. It’s affordable.

Keap’s marketing tool is affordable. You can get started for as little as $9/month.

3. It’s versatile.

Keap’s marketing tool is versatile. You can use it to create email campaigns, landing pages, and forms. You can also use it to track your website’s analytics and create custom reports.

4. It’s reliable.

Keap’s marketing tool is reliable. You can count on it to help you reach your marketing goals.

5. It’s responsive.

Keap’s marketing tool is responsive. You can access it from any device, and it will automatically adjust to fit your screen size.

6. It’s user-friendly.

Keap’s marketing tool is user-friendly. You don’t need any special skills or knowledge to use it.

Bonus: 7. It’s always up-to-date.

Frequently Asked Questions

What is Keap?

Keap is the one-stop platform/tool for your lead capture, customer information, email and SMS campaigns, calendar booking, invoicing and payments, and more.

You can sign up for Keap on their website.

Is Keap the right software for my business?

Keap is a great choice for businesses that want to automate their sales and marketing processes.

It offers a wide range of features that can help you manage your customer relationships, track your marketing efforts, and close more sales.

One of Keap’s strengths is its ability to integrate with a variety of third-party applications.

This allows you to connect with your customers and prospects in new ways, and track your marketing efforts more effectively.

Keap is also very user-friendly.

It’s easy to learn and use, so you can start benefiting from its features right away.

Plus, Keap offers a wide range of support options, so you can get help when you need it.

If you’re looking for a powerful, yet easy-to-use CRM and marketing automation solution, Keap is a great option.

It offers a wealth of features that can help you grow your business, and it’s backed by a team of experts who can help you get the most out of the platform.

Keap is fully GDPR compliant and has been since the regulation was first announced.

They have taken steps to protect user data from accidental or unauthorized access, destruction, alteration, or unauthorized use.

Does Keap have a client portal?

Yes, Keap has a client portal that allows clients to manage their accounts, access support resources, and view invoices.

The client portal is a secure website where clients can access their account information, support resources, and view or pay invoices online.

What is a Keap partner?

A Keap partner is an organization that has partnered with Keap to provide its customers with a complete sales and marketing solution.

Keap partners have access to Keap’s software and services, as well as to Keap’s partner community, which includes marketing resources, best practices, and support.

What can I do with Keap?

Keap is a powerful marketing automation platform that enables businesses to automate their marketing processes and increase their sales.

With Keap, businesses can create and send marketing emails, track customer behavior, and create custom marketing workflows.

Additionally, Keap integrates with a variety of third-party platforms, including Salesforce, Shopify, and WordPress, making it easy for businesses to manage their marketing data and processes.

What is the Keap app?

The Keap app is a customer relationship management (CRM) tool that helps small businesses manage their customer data, communications, and sales processes.

It offers a variety of features, such as contact management, email marketing, lead capture, and sales tracking, that help businesses stay organized and connected with their customers.

Keap is also mobile-friendly, so businesses can access their data from anywhere, at any time.

Will I need a credit card to start the free trial?

You will not need a credit card to start the free trial.

Keap will not ask for your credit card information until you decide to upgrade to a paid subscription.

What is Infusionsoft Keap What does it do?

Infusionsoft Keap is a comprehensive marketing automation software that helps businesses to streamline and automate their marketing processes. It enables businesses to create and send automated marketing campaigns, track customer interactions and engagement, and measure the results of their marketing efforts.

Infusionsoft Keap provides a range of features and tools that help businesses to improve their marketing efficiency and effectiveness.

These features include:

Automated marketing campaigns:

Businesses can create and send automated marketing campaigns, including emails, text messages, and social media posts, to their customers.

Customer interaction tracking:

Businesses can track customer interactions and engagement with their marketing campaigns, and measure the results of their marketing efforts.

Marketing analytics:

Businesses can track and analyze the performance of their marketing campaigns, and identify areas for improvement.

CRM:

Businesses can use Infusionsoft Keap’s CRM features to manage their customer relationships and sales pipeline.

Infusionsoft Keap is a software as a service company that provides small businesses with software to manage their customer relationships and sales processes.

The Keap software allows businesses to create and send newsletters, track customer interactions, manage sales pipelines, and more.

Are there separate fees for client billing and payments?

There are separate fees for client billing and payments.

Client billing is the process of creating invoices and sending them to clients.

Client payments are the process of accepting payments from clients.

Keap’s client billing fees are based on the number of invoices you send each month.

You can send an unlimited number of invoices for free, and the first $10 worth of payments processed each month are also free.

Additional payments processed each month are charged at a rate of 2.9% + $0.30.

Keap’s client payment fees are based on the type of payment you accept.

Credit card payments are charged at a rate of 2.9% + $0.30. ACH payments are charged at a rate of $0.50 per payment.

Is Keap easy to use?

Keap is easy to use because it automates the process of email marketing.

You can create a campaign, add subscribers, and send out messages with just a few clicks.

Plus, Keap’s drag-and-drop editor makes it easy to create beautiful messages that look great on any device.

Is Keap secure?

Yes, Keap is very secure. All data is encrypted in transit and at rest, and they employ a host of other security measures to keep your data safe.

Is there a limit or charge for the number of emails I send each month?

There is no limit on the number of emails you can send each month.

P.S: Keap does have a fair use policy that applies to all of its products.

If you are sending a high volume of emails that are not directly related to your customers or are using their service in a way that is not consistent with Keap’s terms of service, they may temporarily or permanently suspend your account.

Is free trial experience limited or locked down in any way?

No, the free trial is not limited in any way.

You can use it to explore Keap and see if it’s a good fit for you. You can also add contacts and create campaigns.

What happened to Infusionsoft?

In October of 2018, Infusionsoft announced that it would be acquired by Keap (formerly known as Infusionsoft).

The acquisition is complete and infusionsoft is now Keap!

Keap is a CRM software company that offers a more affordable option for small businesses than Infusionsoft.

How can I purchase infusionsoft?

There are a few ways you can purchase Keap (fka Infusionsoft).

You can go to Keap’s website and purchase a subscription, through a reseller, or contact a Keap partner.

Can I cancel at any time

Yes, you can cancel your subscription at any time.

Businesses That Use Keap

Keap is used by a variety of businesses, from small businesses to large businesses. Some of the businesses that use Keap include:

A Small Business Owner
A Marketing Manager
A Business Owner
A Restaurant Owner
A Consultant
A Nonprofit

Conclusion

Keap is a comprehensive marketing automation tool that can help businesses of all sizes to increase their marketing efficiency and ROI.

It offers a wide range of features, including email marketing, lead capture and management, and CRM integration, that can help businesses to improve all aspects of their marketing campaigns.

Keap is easy to use and can be quickly set up and configured to meet the specific needs of your business.

It also offers a wide range of support and training materials to help you get the most out of the tool.

Overall, Keap is an excellent marketing automation tool that can help businesses to improve their marketing efficiency and ROI.

Get Started With Keap