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Keap Review (2024)

The Ultimate Solution for Your Small Business Needs
By Top10.com StaffBy Top10.com Staff -
Last Updated: May 16, 2023
463 reviews
by
logo-KEAP
Visit Site
Price
From $65/month during first 3 months
Free Trial
14 days
Integrations
Gmail, Office 365, Xero, Zapier, Woo

Our Verdict

Is Keap Worth Signing Up For?

Keap is an entity unto itself: this “8 legged octopus” is an amazing and one of its kind tool for small business that blends together some tools usually found in CRMs, marketing systems, and even project management. If your business needs to keep on top of its to-do list all while wowing customers, then Keap’s suite of products, including Grow, Pro, and Infusionsoft, is definitely worth considering.

Price
From $65/month during first 3 months
Free Trial
14 days
Integrations
Gmail, Office 365, Xero, Zapier, Woo

Keap at a Glance

9.1
Editorial Score

Easy-to-use

Intuitive and customizable online interface, easy scheduling features
9.2

Great for Small Businesses

Good for small businesses who want everything on the cloud, special plan for SMBs
8.2

Automations & Integrations

Zapier, Gmail and Outlook integration, all-in-one CRM, sales and marketing automation platform
9.3

Reporting & Analytics

Client data collected in one place, analytics dashboard with marketing and sales reporting
9.6

Customer Service

Toll-free phone support in the U.S., UK, Canada and Australia, live chat available
9.0

Keap Pros & Cons

PROS

CRM and project management
One link appointment scheduling
Zapier integration with project tools

CONS

Limited geographies for mobile apps
Not project management specific

Top Keap Reviews

Adam Clark
Keap Customer Service
Keap Customer Service I had a technical glitch in which I could not send estimates, their advanced team is working on this, and they gave me a coupon to take care of their service. I was truly impressed by their customer service managers, and response.
CE
CEW
The customer service rep was…
The customer service rep was knowledgeable and helpful
Je
Jenn
Customer service / technical support…
Customer service / technical support was amazing. Had a odd issue that no one had ever heard of. My rep worked hard and went out of his way to figure it out and help me close the issue.
See all Keap reviews

How do I know I can trust this Keap review?

Top10.com authors, contributors, and editors are serious about research. We combine our own experience with the services we recommend, with reviews that come from verified users–just like you! Together, with reviews from industry experts, we find the Top 10 best products and services to make sure you can choose with confidence and ease.

Keap Keap Visit Site

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

How Keap Works

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
  • Meeting history
  • Tags
  • Follow-up tasks

Automatic Responses

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.

Easy Scheduling

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!

Collaboration Tools

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.

Shared Files

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.

Data Privacy

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.

Keap App

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 Customer Support

Ask the Community

Keap has a well populated community support forum where users can help one another out with support queries.

Live Chat

Keap’s live chat is online Monday to Friday, 6am-7pm PT

Telephone

Toll free phone support is available for customers in US/Canada, UK, and Australia. Hours vary according to the phone line.

How Much Does Keap Cost?

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.

Tier
Keap Grow
Keap Pro
Infusionsoft
Price
$65/month during first 3 months

$105/month during first 3 months

$140/month during first 3 months

Keap Alternatives

How Keap Compares to Other CRMs


Keap
Monday.com
Hubspot
24/7 support
Dedicated account manager
On agency tier
Drag and Drop
Integrations
Gmail, Office 365, Xero, Zapier, Woo
Zoom, Slack, Zendesk

Unlimited boards
Time tracking
Users
Pricing per user; no limit
0-200 on regular tiers, 200+ on enterprise tier
Per user. Unlimited on enterprise tier.

Keap Keap Visit Site

Bottom Line

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.

Top10.com's editorial staff is a professional team of editors and writers with dozens of years of experience covering consumer, financial and business products and services.

Keap reviews

Poor • Reviews 463
on
Excellent
66%
Great
11%
Average
6%
Poor
4%
Bad
14%
Sort by
Adam Clark
1 year ago
Keap Customer Service
Keap Customer Service I had a technical glitch in which I could not send estimates, their advanced team is working on this, and they gave me a coupon to take care of their service. I was truly impressed by their customer service managers, and response.
CE
CEW
3 years ago
The customer service rep was…
The customer service rep was knowledgeable and helpful
Je
Jenn
3 years ago
Customer service / technical support…
Customer service / technical support was amazing. Had a odd issue that no one had ever heard of. My rep worked hard and went out of his way to figure it out and help me close the issue.
Ga
Gary
3 years ago
Highly recommend Keap
I would highly recommend Keap for small business marketing and sales. The automation saves time, eliminates leads dying on the vine and puts clients in the drivers seat for growing their businesses!

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