Overview of Keap
Keap, formerly known as Infusionsoft, is a comprehensive client management and marketing automation platform designed to help small businesses streamline their sales, marketing, and customer relationship management (CRM) processes. Here’s an overview of what Keap does and its key features:
What Keap Does
Keap is an all-in-one solution that integrates various business functions, including CRM, email and text marketing, e-commerce, sales automation, and process automation. It aims to free up business owners’ time by automating routine tasks, managing customer interactions, and providing insights to drive business growth.
Key Features and Functionality
Contact Management
Keap allows you to manage all your contact data in one central location. Contact records include details such as contact information, tags, notes, related tasks, email and SMS history, and other relevant data.
Marketing Automation
Keap offers robust marketing automation capabilities, including the ability to create automated email sequences, lead nurturing campaigns, and personalized follow-up messages based on customer actions. The platform features an intuitive visual builder where you can design and monitor automation workflows from start to finish on a single canvas.
Appointment Scheduling
The platform includes a native appointment scheduler that integrates with Google and Outlook calendars. This feature allows prospects and clients to schedule meetings directly, and it also activates automated follow-ups.
Lead Management
Keap provides tools for lead scoring and segmentation, enabling you to tag and score incoming leads and initiate automated lead nurturing campaigns. You can track lead engagement metrics such as delivered, open, and click-through rates.
Sales Pipeline Management
Keap Pro and Keap Max offer a sales pipeline feature that allows you to track and manage leads throughout your sales process. This is done through a stage-based system where you can move leads along a predefined sales process, send emails, create tasks, add notes, and automate actions based on stage changes.
Quotes, Invoices, and Payments
The platform includes built-in tools for generating quotes, invoices, and accepting online payments, including automatic recurring payments. This feature helps in segmenting contacts based on purchase history and sending targeted promotions.
Reporting and Analytics
Keap provides reporting dashboards that offer real-time sales and marketing metrics. Users can access data points such as sales forecasts, engagement tracking, and campaign performance. Key reports can be pinned for easy access.
E-commerce Integration
Keap Max, in particular, offers advanced e-commerce features, allowing you to create products and services directly within the platform. This includes integrated payment options, subscription services, recurring payments, and the ability to launch a custom e-commerce platform with checkout forms.
Broadcasts and Communications
The platform supports sending broadcast emails to multiple contacts at once, enabling you to send targeted emails like promotions, newsletters, or updates. While currently limited to email, there are plans to include SMS broadcasts in the future.
Task Management
Keap allows you to create, view, and complete tasks, which can be linked to individual contacts or standalone. Tasks can also be included in campaign automations, automating follow-up actions such as connecting with new prospects.
Integration and Support
Keap integrates with thousands of apps to meet specific business needs. The platform also offers expert coaching, in-depth training, and outstanding customer support to ensure user success.
Conclusion
In summary, Keap is a powerful tool that consolidates various business functions into a single, intuitive platform, making it easier for small businesses to manage their operations, automate routine tasks, and drive growth through targeted marketing and sales strategies.