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Keap CRM Software Review – Top Marketing Tools

Keap CRM Software Review

Through the Keap CRM software review, I will show you the tools to automate your business, deliver the best services, get more leads and sales.

This one of the best marketing platforms includes everything you need to make more sales while saving time.

We will see the Keap main features and how much it will cost you to use them.

I will also talk about this software’s pros and cons to help you decide if it is worth using. 

Overview of Keap Software

  • The Name: Keap. 
  • Headquarters: Chandler, Arizona in the United States. 
  • Used as: CRM and sales and marketing platform. 
  • The cost: It starts at $79 a month for 500 contacts. 
  • Customer Rating: 9 out of 10. 
  • My recommendation: Highly recommended.   

What Is Keap CRM Software?

Keap (formerly known as infusionsoft) integrates a suite of customer relationship management (CRM), eCommerce and marketing tools for small and medium businesses of all industries.

This software will allow you to segment your email list and track how your customers interact with your business.

You can also use it to run advertising campaigns and target the right audience, resulting in more prospects and sales.

If you are in the eCommerce industry, you can use keap to manage: inventory management; purchase fulfillment, shopping carts, custom invoices, quotes, receipts, tracking payments, etc.

Keap CRM also offers the best analytics and reporting tools to help you know at any time your business’s performance.

You can, for example, use analytics tools to track your advertising campaigns, see if they are providing a good return on investment, and make some adjustments if needed.

This sofware also integrates other business marketing and management tools such as SalesForce, Intuit Quickbooks, popular payments solutions, etc.

The detailed information in the following sections will help you know it better.

You will then decide if it is worth using to grow your business and make it succeed. 

Keap Software Features

Given that there are many features within the Keap platform, I will only describe a few and give you a link you can use to see all of them and their respective benefits.

Automated Marketing Tools

Within Keap Infusionsoft, there are many templates you can customize, create high converting online advertising campaigns, and sell your business’s products or services better.

This software allows to set up advertising campaigns for automated voice broadcasts, direct mail letters, email marketing, and social media platforms.

Keap branding tools will enable your business to stay consistent across all the platforms and channels you will promote it on.

Other tools like landing page analytics and visitor tracking will track your business’s activities in real-time and report its performance.

Email Marketing Solutions

Infusionsoft email marketing will help you to generate more leads, sales and make your business more successful.

You can use it to promote your current products or services, new launches, special promotional, discounts offers, and lots more.

Statistics prove that the email marketing advertising method offers a good return on investment.

Appointments Tools

The appointments tools are the “must-use” for every business owner because they provide too many benefits, including helping to improve the customer experience,

Nowadays, many people use the Internet to book appointments instead of traditional methods.

You can be proud of the owners of Keap, who have made things easy for you by designing the Keap appointments tools.

Appointment tools will allow your current and potential customers to schedule appointments, meet you in person or with your sales team.

Clients will then inquire about the products you sell or services you offer and get their inquiries answered with total satisfaction.

Sales Monitoring Tools

Using this keap sales monitoring tool will keep your business organized and avoid wasting time.

Sales monitoring tools will also give you a general overview of your entire process, help to manage the leads generated by your advertising campaigns, and turn them into real buyers.

These tools will even enable you to trigger automated follow-up and move your prospects through the right sales funnels, resulting in more sales.

Reporting and Analytics Tools

Another essential aspect that makes business owners opt for using the Keap platform is the reporting and analytics tools found inside this platform.

Keap reporting and analytics tools will give you the information you need to make the right management decisions.

You will get a general overview of your marketing campaigns: the source of traffic, email open rate, click-throughs, sources of leads, etc.

These tools will also track your daily, weekly, and monthly sales. You can also compare the current sales and those of the previous periods to see the growth or decrease of your business.

If there are decreases in sales, you will analyze the causes, adopt appropriate strategies to bring your business back to normal, and even make it succeed better than before.

Payments Solutions

In addition to the features and tools already described, Keap also integrates the most popular payments gateways to help you get paid easily.

You can make and send branded invoices to your customers and accept payments by credit cards or other leading payment platforms such as PayPal, Stripe, or WePay.

It is good to see that this platform offers many ways to get paid instead of locking you into a one payment solution, as do some other similar platforms.

Keap Pros and Cons

Now that you know what the best CRM software for a small business is, let’s talk about the advantages and disadvantages of using Keap CRM. 


Helps to Stay Organized

Many users of this software say that the “organizational feature ” is one of the best criteria that led them to choose it.

After configuring this CRM system properly, you will conveniently track all aspects of your company into a single dashboard.

Your current and future clients will also be pleased to get better services. I will not stress enough that good customer satisfaction leads to more engagement and long-term relationships.

Tracking Various Tasks

Also, Keap enables users to automate and track every task, saves time, boosts customer engagement, provides consistency, etc.

Using this CRM system will help you deliver the right messages to customers and avoid mixed messages that may confuse them.

Different Advertising Methods

Keap also allows to set up profitable marketing campaigns through social media, email marketing, direct letters, and automated voice broadcasts.

I advise you to choose a few of these methods and master them. They are good sources of leads and sales if used rightly. 

Sales Tracking

In addition to setting up advertising campaigns, you will also need to make the proper follow-ups, see their performance, and adjust what doesn’t work.

Lucky you are because the owners of this platform have developed sales management tools to help you track your leads and sales on a daily, weekly, and monthly basis.

Personalized Communication

This feature offers several advantages, including influencing the purchase decisions, as revealed in one of the surveys related to the topic.

The data in your CRM database will enable you to build deeper customer relationships with your clients through personalized communications and grow your business fast.

Customers service

This CRM and marketing platform also offers one of the best customer services in the industry.

You will always find someone on the other end to answer your questions or for any other assistance regarding its use. 

These are some of the benefits of using the Keap CRM platform; there may be some others.

I can not pretend to have provided you with everything in such a short review.


  • You will need some time to learn how this software works and get the maximum, but you will benefit from such learning in the long run.
  • Keap doesn’t have a free version. Instead, the owners offer a trial period that you can use to see how it works before upgrading to one of the paid plans.

Keap Software Pricing

You can choose between the following plans:

  • Lite at $79 a month ($40/ month for the 3 months). This plan is suitable for new businesses and includes automation, CRM, and email marketing tools.
  • Pro that costs $159 a month, but the Keap owners will charge you $80 per for your first three months.
  • Max plans for a monthly cost of $100 for the first three months and $199 per month thereafter.
  • All plans allow users to manage up to 500 contacts and are for one user.
  • You can first try this software for free before subscribing to one of these plans.
  • It is also possible to upgrade from one plan to another depending on the growth of your business.

The Final Words

This is the end of the Keap CRM software review. I sincerely hope that this information will help you run your business profitably.

Millions of small and mid-sized businesses all across the United States and many other countries use Keap software to grow quickly, and you too can join them to do so.

Just use the link on this page to try this platform for free, see how it works, and upgrade later to one of the paid plans depending on your company’s needs.

You can also read this review to discover the best platform you can use for all your estate planning needs if you live in the United States.

Thank you for reading the Keap CRM review. Please share a comment or ask questions about it at the bottom of this page. I will get back to you quickly. 

2 thoughts on “Keap CRM Software Review – Top Marketing Tools”

  1. I have never heard of this software before, but I like that it can track your customers’ behavior on your website and segment your email list.

    I also like that you can use either Stripe, PayPal, or WePay as payment options for your customers to pay you. These options can ensure that you can get more sales than using only one payment option.

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