Keap

A CRM software formerly known as Infusionsoft for growing small businesses.

Product Overview

Keap (formerly Infusionsoft) is a small business sales and marketing platform. It combines customer relationship management (CRM), marketing automation, e-commerce capabilities, and more into a single, subscription-based software as a service (SaaS) product. Its standout features include a user-friendly interface, robust integration options, and a wide array of marketing and automation tools.

Pros

  • Extensive integrations with over 300 apps
  • Built in E-Commerce functionality
  • Well-designed interface and visual compaign builder

Cons

  • Mandatory kickstart fee
  • Some users have reported various bugs and technical problems

Target Market

Small businesses, particularly those in high-value lead generation sectors like real estate and services, who seek a marketing automation platform to scale their operations.

About Keap

Keap integrates contact management, CRM, marketing automation, and e-commerce into a single online system, helping businesses organize, increase sales, and save time.

Keap Key Features:

  • Contact Management: View contact details, marketing and sales history, orders, lead sources, tasks, and website activity.
  • List Management & Segmentation: Segment contacts based on demographics, behaviors, and lead scores for targeted communications.
  • Calendar & Task Management: Manage sales activities, appointments, and tasks in one place with reminders and follow-up triggers.
  • Lead Scoring: Automatically score leads to focus on the most promising ones.
  • Email Integration: Integrate with Gmail and Outlook for seamless access to contact information and task management.
  • Mobile Access: Use Keap Mobile to manage contacts and marketing from anywhere.
  • Data Management: Import contacts from various sources and clean up lists to eliminate duplicates.

Marketing Automation

  • Automated Campaigns: Use templates or create custom campaigns for emails, direct mail, and voice broadcasts.
  • Email Marketing: Design professional emails with high deliverability rates.
  • Landing Pages & Web Forms: Create branded landing pages and web forms for lead capture.
  • Web Activity Monitoring: Track website and landing page activity to inform marketing decisions.
  • Multimedia Marketing: Utilize automated voice broadcasts, direct mail, and social media posts.
  • Marketing Reports: Analyze open rates, click-throughs, and social reach to refine marketing efforts.
  • Social Lead Generation (with GroSocial by Keap): Create Facebook contests and manage social media posts for lead generation.

CRM & Lead Scoring for Sales

  • Lead Scoring & Distribution: Visual lead scoring and automatic lead assignment.
  • Quotes & Orders: Quickly create and send custom quotes that convert to orders.
  • Sales Automation: Centralize sales activities and automate follow-ups for more efficient selling.
  • Opportunity Management: Manage the sales pipeline, track deals, and forecast sales.
  • Sales Reports: Access comprehensive reports on conversions and revenue.

E-Commerce Tools

  • Storefront, Shopping Cart & Order Forms: Set up an online storefront and shopping cart.
  • Promotional Tools: Offer upsells, discounts, and free trials to increase sales.
  • Payment Processing: Secure online payment options and automatic notifications for failed charges.
  • Post-Purchase Automation: Automate fulfillment, manage inventory, and send targeted marketing campaigns.
  • Referral Program Management: Create a referral program and manage partner commissions.
  • E-Commerce Reports: Track orders, sales, and revenue with in-depth reports.

Keap Pricing:

  • Pro: $159/mo
  • Max: $229/mo
  • Ultimate: $279/mo

Starting Price
$159 /month

Product Overview

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