In a Nutshell
- CRM and project management
- One link appointment scheduling
- Zapier integration with project tools
- Limited geographies for mobile apps
- Not project management specific
Keap at a Glance
Best for: Businesses that want to have all tools in one cloud service.
Key use: Messaging and client management.
Price: From $56/month (Grow) to $140/month (Infusionsoft). Prices valid for the first 3 months.
Storage: 500 contracts and 1 user
Free trial: 14 days
Features and Functionality
CRM (And Client Tasks)
One of the core components of Keap is its customer relationship management (CRM) module. This functions like most CRMs. However, Keap has added a strong focus on customer activity tracking. By clicking on the “activity” button users are able to see a complete list of actions undertaken on behalf of an account. Instead of using spreadsheets, users can aggregate all account data within the client view of Keap.
Information that the activity screen presents includes:
All client communication—both inbound and outbound
All invoices pertaining to that account
Automated messages dispatched
All shared files
Keap can help make your team amazingly efficient. The automatic message scheduling tool can send out automatic responses to all incoming leads passed into the CRM. Automatically acknowledging customers’ expressions of interest can give businesses that adopt Keap the upper hand on impressing them and getting the relationship—and project—off to a good start.
Need to set up a kickoff or status call with your client to discuss how your project is progressing? With Keap, there’s no need to use an external provider such as Calendly to make finding a mutually convenient time as easy as sending a booking link to your client. Keap allows you to send out a link to your client that syncs up with your calendar. Your client can select the time that’s most convenient to them and before you know it the appointment is set!
Gmail and Outlook Integration
Keap aims to make it easier for colleagues to communicate with one another—and to stop managing the business out of their inboxes. For that reason, Keap integrates with both Google and Outlook—allowing users to import their emails into the CRM. When clients are interacting with multiple points of contact at the company, users are able to view correspondence from other team members. This makes it much easier to keep the project on track.
Users are able to share files with the client directly through Keap. These are also visible to other team members. Rather than having each account manager send documents directly to the client, project-critical files can be shared with, and visible to, the entire account management team.
Plans and Pricing
Keap is available on 3 plans: Grow, Pro, and Infusionsoft. Grow is intended for smaller businesses and includes the CRM functionality, email marketing tools, appointment booking, and quotes, invoices and payments.
Those that are in the process of scaling their business should look at Pro which adds marketing and sales automation, recurring payments, a landing page builder, and smart form and reports. The top tier product is Infusionsoft which includes lead scoring and company records—to help sales personnel hone in on the highest potential leads. The tool also includes advanced reporting and Ecommerce functionalities.
All plans are fixed at a discounted price for the first three months and are for one user with up to 500 contacts. Users also receive one-on-one expert coaching for a one-time payment fee. On the upper tiers the coaching consists of 3 and 5 sessions respectively.
$65/month during first 3 months
$105/month during first 3 months
$140/month during first 3 months
Keap Mobile is Keap’s official application for Android. It is available through the Google Play Store but it is currently available for US, Canada and Australia based customers only. The smartphone application includes all the core Keap functionalities including: CRM, appointment settings and—for US customers only—a Keap Business Line. This includes a virtual phone number which users can receive and place calls over. It also includes caller ID, SMS templates, and voicemail greetings.
Keap sets out its data protection credentials on a dedicated page addressing in depth all these topics. The company has put extensive effort into being compliant with the General Data Protection Regulation (GDPR) data protection directive, which grants rights to all European Union based customers. Kean publicly lists its appointed Data Protection Officer (DPO) and stores all user data in an encrypted and secure manner on its servers.
Customer Service and Support
Ask the Community
Keap has a well populated community support forum where users can help one another out with support queries.
Keap’s live chat is online Monday to Friday, 6am-7pm PT
Toll free phone support is available for customers in US/Canada, UK, and Australia. Hours vary according to the phone line.
How Keap Compares
Dedicated account manager
On agency tier
Drag and Drop
Gmail, Office 365, Xero, Zapier, Woo
Zoom, Slack, Zendesk
Pricing per user; no limit
0-200 on regular tiers, 200+ on enterprise tier
Per user. Unlimited on enterprise tier.
Keap is a unique tool that straddles and breaks through the traditional lines between CRMs, project management tools, and marketing automation systems. If your business is looking for an excellent all-in-one product that contains plenty of features for collaboration and keeping customer projects on track, then this is a great choice.