Keap (formerly Infusionsoft) - Short Review

Overview of Keap

Keap, formerly known as Infusionsoft, is a comprehensive CRM, sales, and marketing automation software designed specifically for small businesses. Here’s an overview of what the product does and its key features:

What Keap Does

Keap is aimed at simplifying growth for small businesses by providing a centralized platform to manage client relationships, automate marketing and sales processes, and streamline business operations. It helps businesses get organized, deliver great service, and close more deals by integrating various essential tools into one system.

Key Features and Functionality

Contact Management

Keap allows you to manage all your client information in one place. Contact records include details such as contact information, tags, notes, related tasks, email and SMS history, and other relevant data. This centralized approach ensures you have a complete view of each prospect or customer.

Appointment Scheduling

The platform includes a native appointment scheduler that integrates with Google and Outlook calendars. This feature enables prospects and clients to schedule meetings directly, reducing the back-and-forth typically involved in setting up appointments. It also supports automated follow-ups and reminders.

Lead Nurturing and Scoring

Keap offers robust lead management tools, including lead scoring and segmentation. You can capture leads through built-in landing pages and customizable forms, and then trigger automated lead nurturing campaigns based on lead behavior and tags. This includes drip email campaigns and automated text marketing.

Marketing Automation

Keap Pro and higher tiers provide advanced marketing automation features. You can create automated tasks, email sequences, and follow-ups based on client actions or time triggers. This automation helps in nurturing leads, sending targeted broadcasts, and managing sales pipelines efficiently.

Sales Pipeline Management

The Deals feature in Keap Pro allows you to track and manage your leads and clients throughout the sales process in a stage-based pipeline. You can create multiple pipelines for different products or services, send emails, create tasks, and automate actions based on moving contacts into new stages.

Quotes, Invoices, and Payments

Keap 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, making it easier to manage financial transactions within the platform.

Reporting and Analytics

The platform offers reporting dashboards that provide critical sales and marketing metrics. You can track sales forecasts, engagement metrics, and campaign performance. Key reports can be pinned for easy access, enabling data-driven business decisions.

Integration and Automation

Keap seamlessly integrates with thousands of apps to meet specific business needs. It also features an advanced automation builder, allowing you to streamline sales and marketing processes with dynamic content, A/B testing, and predictive sending. Automated follow-ups and personalized nurture sequences are also supported.

Additional Features

Other notable features include broadcast emails for one-off communications like promotions or newsletters, a dedicated business line for clear differentiation between business and personal calls, and expert coaching, in-depth training, and outstanding customer support to ensure user success.

Conclusion

In summary, Keap is a powerful tool that combines CRM, sales automation, and marketing automation to help small businesses organize their operations, automate routine tasks, and focus on growth and revenue generation.