Is Keap(Infusion Soft) the Right CRM and Marketing Automation Tool for Your Business?

For small businesses looking to streamline their operations and automate marketing efforts, choosing the right CRM and automation tool is crucial. Keap, formerly known as Infusionsoft, is one of the most well-known platforms in this space. But is it the right tool for your business? This review will dive into Keap’s features, pros, cons, and overall value, helping you decide whether it’s worth investing in based on your business needs and goals.

What is Keap (Infusionsoft)?

Keap, originally known as Infusionsoft, is a comprehensive CRM (Customer Relationship Management) and marketing automation platform designed primarily for small businesses. The platform offers a range of tools to help businesses manage customer relationships, automate marketing campaigns, track sales, and streamline administrative tasks. Keap is particularly well-suited for businesses that need to automate repetitive tasks and manage customer interactions efficiently.

Keap has evolved over the years, and it now offers different versions tailored to varying business needs: Keap Grow, Keap Pro, and Keap Max Classic (formerly Infusionsoft). Each version caters to different levels of business complexity and offers a range of features accordingly.

Key Features of Keap

CRM and Contact Management: Keap’s CRM allows businesses to manage customer data, track interactions, and organize leads. You can segment contacts, set up custom fields, and automate follow-ups, ensuring that no lead falls through the cracks.
Marketing Automation: Keap provides powerful marketing automation tools, including email campaigns, automated follow-up sequences, and lead nurturing workflows. These tools help businesses engage with customers at the right time with the right message.
Sales Pipeline Management: Keap offers visual sales pipeline management, allowing you to track leads, deals, and sales stages easily. This feature helps businesses manage their sales processes more effectively and close deals faster.
Email Marketing: The platform includes robust email marketing capabilities, such as drag-and-drop email builders, A/B testing, and performance analytics. You can create targeted campaigns based on customer behavior and preferences.
Appointment Scheduling: Keap integrates appointment scheduling into its CRM, allowing clients to book meetings directly through your calendar. This feature is especially useful for service-based businesses.
E-commerce and Payment Processing: Keap offers built-in e-commerce features, enabling businesses to manage online sales, set up payment processing, and handle recurring payments. The platform integrates with popular payment gateways like PayPal and Stripe.
Invoicing and Payments: The platform includes invoicing tools that allow businesses to create and send invoices, track payments, and automate payment reminders. This feature simplifies financial management and ensures timely payments.
Landing Pages and Forms: Keap provides tools for creating landing pages and opt-in forms, helping businesses capture leads and grow their email lists. These pages and forms are customizable and integrate seamlessly with your CRM.
Reporting and Analytics: Keap offers detailed reporting and analytics, giving you insights into your sales, marketing, and customer service efforts. You can track campaign performance, sales pipeline health, and customer engagement.

Pros of Keap

Comprehensive All-in-One Solution:
- Keap is designed to handle all aspects of customer relationship management and marketing automation in one platform. This all-in-one approach eliminates the need for multiple tools and simplifies business operations.
Powerful Automation Capabilities:
- One of Keap’s standout features is its robust automation capabilities. The platform allows businesses to automate a wide range of tasks, from email follow-ups to lead nurturing and sales processes, saving time and improving efficiency.
Customizable Sales Pipelines:
- Keap’s sales pipeline management is highly customizable, allowing businesses to tailor the sales process to their specific needs. The visual pipeline makes it easy to track leads and monitor the progress of deals.
Integrated E-commerce Features:
- For businesses that sell products or services online, Keap’s integrated e-commerce features are a significant advantage. You can manage orders, process payments, and handle subscriptions directly within the platform.
Strong Customer Support:
- Keap is known for its strong customer support, offering various resources like live chat, phone support, and a comprehensive knowledge base. The platform also provides onboarding assistance to help new users get started.
Scalable for Growing Businesses:
- Keap is scalable, making it suitable for businesses of different sizes and stages of growth. Whether you’re just starting out or running a more established business, Keap’s features can grow with you.
Ease of Use:
- Despite its extensive feature set, Keap is relatively easy to use. The platform’s interface is intuitive, and the drag-and-drop builders make it simple to create campaigns, manage pipelines, and automate tasks.

Cons of Keap

High Cost:
- Keap is one of the more expensive CRM and automation platforms on the market, especially if you opt for the Keap Max Classic (formerly Infusionsoft) plan. The high cost may be a barrier for small businesses or startups with limited budgets.
Steep Learning Curve for Advanced Features:
- While the basic features are user-friendly, the more advanced automation tools and customizations can have a steep learning curve. Businesses may need to invest time in learning how to fully leverage the platform’s capabilities.
Limited Customization in Lower-Tier Plans:
- Some of the more advanced customization options and features are only available in higher-tier plans. This limitation may require businesses to upgrade to a more expensive plan to access the full range of tools.
Email Deliverability Issues:
- Some users have reported issues with email deliverability, particularly when sending large volumes of emails. This can impact the effectiveness of your email marketing campaigns and may require additional steps to ensure high deliverability rates.
Overwhelming for Small Businesses:
- Keap’s extensive feature set, while powerful, can be overwhelming for very small businesses or those with straightforward needs. If your business doesn’t require all the bells and whistles, a simpler, more affordable tool might be a better fit.

Who Should Consider Keap?

Keap is well-suited for:

Small to Medium-Sized Businesses: If you’re a small to medium-sized business looking for a comprehensive CRM and marketing automation platform that can grow with you, Keap offers a robust solution that can scale with your needs.
Service-Based Businesses: For service-based businesses that rely on appointment scheduling, invoicing, and client management, Keap’s integrated features are particularly beneficial.
Businesses with Complex Sales Processes: If your business has a multi-stage sales process and requires detailed tracking and automation, Keap’s customizable sales pipelines and automation tools can help streamline and optimize your operations.
E-commerce Businesses: Keap’s integrated e-commerce features make it a strong choice for businesses that sell products or services online. The platform’s ability to manage payments, orders, and subscriptions in one place simplifies e-commerce management.

Who Should Look Elsewhere?

Keap might not be the best fit if you:

Are on a Tight Budget: If cost is a major concern, Keap’s pricing might be prohibitive, especially for small businesses or startups. There are more affordable CRM and automation platforms available that offer similar functionality at a lower price point.
Need a Simple, Streamlined Tool: If your business has straightforward needs and doesn’t require advanced automation or CRM features, Keap’s extensive toolset might be more than you need. A simpler platform could be a better fit.
Have Limited Time for Onboarding: If you’re looking for a platform that you can start using immediately without a significant learning curve, Keap’s advanced features may require more time to master than you’re willing to invest.

Frequently Asked Questions (FAQs)

1. How much does Keap cost?

Keap offers several pricing tiers, starting with Keap Grow at $79 per month, Keap Pro at $149 per month, and Keap Max Classic (formerly Infusionsoft) at $199 per month. Pricing varies based on the number of users and additional features required.

2. Is there a free trial available?

Yes, Keap offers a 14-day free trial, allowing you to explore the platform’s features and see if it’s the right fit for your business before committing to a paid plan.

3. Can Keap integrate with other tools?

Keap integrates with a wide range of third-party tools and platforms, including popular services like QuickBooks, Zapier, and WordPress. This integration capability allows you to extend Keap’s functionality and connect it with your existing tech stack.

4. Is Keap suitable for large enterprises?

While Keap is designed primarily for small to medium-sized businesses, it can be used by larger enterprises as well, particularly those that need a robust CRM and marketing automation platform. However, large enterprises with more complex needs might require additional customization or supplementary tools.

5. Does Keap offer customer support?

Keap provides comprehensive customer support, including live chat, phone support, and a detailed knowledge base. The platform also offers onboarding assistance to help new users get started and maximize the value of their subscription.

So, Is Keap Worth It?

Keap (Infusionsoft) is a powerful CRM and marketing automation platform that offers a wide range of tools designed to help small and medium-sized businesses manage customer relationships, automate marketing tasks, and streamline operations. Its all-in-one approach, coupled with strong automation capabilities and integrated e-commerce features, makes it a valuable asset for businesses looking to scale.

However, the platform’s high cost, steep learning curve for advanced features, and overwhelming toolset might not make it the best fit for everyone. If you’re a small business or startup on a tight budget, or if you prefer a simpler, more straightforward tool, you may want to explore other options that are easier to manage and more cost-effective.

For businesses that are ready to invest in a comprehensive solution and have the time to fully explore and utilize its features, Keap offers significant value. The platform’s ability to integrate CRM, marketing automation, e-commerce, and sales management into one cohesive system can greatly enhance your ability to manage customer relationships and grow your business.

Final Thoughts

Keap is best suited for businesses that need a robust, all-in-one solution for managing customer relationships and automating marketing tasks. If your business has complex needs or you’re looking for a tool that can scale with you as you grow, Keap could be a great fit. However, if simplicity, ease of use, or budget are your primary concerns, it might be worth considering other platforms that offer a more streamlined experience.

Taking advantage of Keap’s free trial is a smart way to determine if it’s the right fit for your business before making a long-term commitment. By exploring the platform’s features and seeing how they align with your business goals, you can make an informed decision that will benefit your business in the long run.

This review is designed to give you a clear understanding of what Keap (Infusionsoft) offers and whether it’s the right tool for your business. If you have any further questions or need additional insights, don’t hesitate to reach out!