Features, prices, pros and cons

Features, prices, pros and cons

Keep CRM quick facts

Starting price: $249/month.

Stars: 3.4/5

Main features:

  • Lead scoring and prioritization.
  • Quotes, invoices and payments.
  • Advanced e-commerce tools.

Keap is customer relationship management software that specializes in helping small businesses automate and grow their workflows and, in turn, their profits. Providing solutions for sales and marketing, Keap also offers industry-specific adaptability for financial services, including consultants, consultants and accounting firms, non-profit organizations, real estate and marketing agencies. Keap offers a unique pricing structure based on the number of contacts expected for two users, with any additional users charged.

Maintain CRM pricing

  • Free trial: 14 days.
  • Turn on: $249 per month for 1,500 contacts and 2 users billed annually. $299 per month when billed monthly. Additional users cost $29 each. This plan includes email marketing, leap capture, landing pages, and billing management.
  • Grow: $329 per month for 2,500 contacts and 3 users billed annually. $399 per month when billed monthly. Additional users cost $29 each. Max includes all the Pro features plus lead optimization, ecommerce tools, and advanced reporting.
  • Stairs: $499 per month for 2,500 contacts and 2 users billed annually. $599 per month when billed monthly. Additional users cost $29 each. Ultimate supports all Plus features plus advanced marketing tools, user access controls, advanced reporting, and more.

Maintain core CRM features

Appointment scheduling

Keap offers a native appointment scheduler and management dashboard that can integrate with Google and Outlook calendars. Agents can customize details, availability and reminders, while syncing information between the Keap mobile app and desktop. Not only can you book meetings, consultations and services directly, but this feature will trigger automated follow-ups.

Top appointment booking features in Keap CRM. Image: Keap

Conduct nurturing campaigns

Keap provides robust lead management tools that go beyond simply capturing high-quality leads from landing pages or social media. Sales reps can tag and score inbound leads that trigger automated lead nurturing campaigns. Drip email campaigns can be created and distributed directly through the Keap platform, and users can track information such as delivery rates, opens, and clicks, all to ensure lead nurturing success.

Maintain the functionality of your lead nurturing campaign.
Lead nurturing campaign dashboard in Keap. Image: Buy

Reporting dashboard

It’s critical to have up-to-date sales and marketing data at your fingertips to make smart business decisions. Keap offers a variety of data to measure, including sales forecasts, engagement tracking, and campaign performance. Additionally, users can pin their most used reports to the top of the hub so this information is accessible at a glance.

Purchase the reporting dashboard feature.
Multimetric reporting dashboard in Keap. Image: Buy

Sales automations

Users can save time by automating repetitive tasks like lead capture and follow-up, so they can focus on building customer relationships. Additionally, they can send SMS and emails to leads as soon as they fill out a form on the company website or social media. Keap also offers an advanced sales automation builder that allows users to customize sales and marketing processes to create predictable, repeatable growth with advanced nurturing sequences and customization response triggers.

Maintain sales automation functionality.
Drag-and-drop automation builder in Keap. Image: Keap

Keep the pros and cons of CRM

Professionals
Against

  • Offers support for onboarding and data migration.
  • It provides 24/7 chat support and a dedicated customer success manager.
  • It offers a unique CRM solution for franchises.

  • No free plan for the life of its CRM platform.
  • Users report an outdated platform design and interface.
  • Pricing plans are expensive compared to other general CRM providers.

Alternatives to Keap CRM

Since there are different types of CRM software, it is important to consider other similar alternatives to any vendor when researching. Consider understanding general CRM pricing and the budget allocated to your company, as well as the key features you know you would use.

EngageBay, HubSpot, and Capsule are all CRM solution providers comparable to Keap and are worth looking into. Below, I’ll quickly compare each CRM solution to get you started.

Software Acquire EngageBay HubSpot Capsule
Marketing tools YES YES YES Limited
Native integrations YES YES YES NO
AI-powered tools Limited Limited YES Limited
Free plan for life NO YES YES YES
Free trial 14 days 14 days Nobody 14 days
Starting price of the premium plan $249 for 2 users per month $13.79 per user per month $15 per seat per month $18 per user per month
*Price if invoiced annually.

EngageBay

Engagebay is an all-in-one CRM provider that also offers a marketing, helpdesk, and live chat solution. Both EngageBay and Keap offer advanced marketing tools like email marketing, templates, landing page builders, and more. Keap offers more payment, quote, and invoicing tools than EnagageBay.

Do I want to know more? Go to ours EngageBay Review.

HubSpot

HubSpot is a popular customer platform with features for marketing, sales, and support teams such as robust free CRM software. HubSpot and Keap both offer broad possible integrations for native and third-party applications, making each software easy to adapt to your existing technology stack. While Keap doesn’t offer a free plan for life, Keap does offer a free trial of its tool that meets industry standards.

For more details on this provider, read our independent HubSpot Review.

Capsule

Capsule is a simple online CRM software that offers an intuitive interface and a free version of its platform. Both Keap and Capsule are marketed to small businesses for their scalability, but Capsule is the more cost-effective option. Keap, however, offers additional industry specialization for growing franchises.

Check out ours Capsule review for more information, such as key features and a pricing breakdown.

Review methodology

To effectively review Keap and its solution, I used an internal rubric of criteria that we defined as most important when evaluating general CRM vendors. Next, I compared Keap to industry standards in that scoring tool. I relied on Keap’s online resources, community forums, and feedback from real users to summarize Keap’s key features and ideal use cases.

Below is the exact breakdown of the criteria I used to review Keap CRM:

  • Cost: Weighted 25% of the total score.
  • Main features: Weighted 25% of the total score.
  • Customizations: Weighted 15% of the total score.
  • Integrations: Weighted 15% of the total score.
  • Ease of use: Weighted 10% of the total score.
  • Customer care: Weighted 10% of the total score.

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