Keap

Keap

Smart Client Management for Small Businesses

4.8/5 (16 reviews)

Keap Overview

Step up to all-in-one sales & marketing software designed for growing service-based businesses ranging from solopreneurs to larger teams. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business and delivering great service. Access to over 230 native and supported integrations enable users to sync data automatically across all of their different apps like QuickBooks, Xero, Wordpress, Gmail, and more.

The Keap platform provides users with the tools to organize their customer information and daily work in one place. Users can manage follow-up tasks and update client records, as well as utilize personalized communications (automatic messages to leads, pre-written emails) with client management and communication tools. Keap gives users quick and central access to all of their important client information including contact information, shared documents and contracts and historical records of meetings, payments, emails, and more.

To manage appointments, users simply set up their calendar with their availability and email the link to their client who selects their preferred time and date. Automatic email confirmations and Google Calendar updates ensure everyone is on the same page. Users can create and manage estimates, proposals and quotes, then get clients to review and accept them easily on their phone. Keap can convert quotes into invoices in one click. Invoice tracking tools and automatic payment reminders help users manage late invoices or overdue payments. Keap supports mobile access, giving users the flexibility to access all of their client information on the go.

Pricing

Starting from
US$79,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Keap Reviews

Overall rating
4.8/5
100% positive reviews
13
Excellent
3
Very good
0
Average
0
Poor
0
Terrible
Tom B.

Keap rises to the top of the pile

Used Weekly for 1+ year
Reviewed on 2019/08/09
Review Source: Capterra

Due to my experience with this product and teaching and training about other products and strategies, I was invited to become part of the new Keap Mentor Program. This program is designed to help other small businesses use this and other tools. I have loved being on the ground floor with the Keap Mentor Program. It is a hard-working team with other Mentors as we work together to help each other grow. The Keap support has been fantastic and I look forward to more opportunities for my current and future clients.

Pros

The campaign builder is pretty powerful with bit of a learning curve. Once you understand how it works, you can get it to do almost anything you need.

Cons

Initially, I did not like the lack of a smaller level. The Keap people eventually released a "lite" version for businesses that don't need the premium product. For example, not every business needs an e-commerce aspect.

Response from Keap

Tom,
Thank you so much for the high marks and your valuable feedback! So glad to hear Keap is helping you in your business. Thanks for being a part of our Mentor program.

All the best,

Paige, Social Media Specialist at Keap

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Simon W.

Literally does everything needed

Used Monthly for 6-12 months
Reviewed on 2019/08/28
Review Source: Capterra

I really like that I now have everything in one place that I can check in on and work within. So now my landing pages and emails database and campaigns are all easily accessible.

Pros

I think it is great that the software will recognise what my users do and act accordingly which means my system becomes automated and leaves me free to work on what I am best at.

Cons

The one problem with the software is that it is a beast of features and I can easily get lost in the minefield.

Response from Keap

Simon,
Thank you so much for the high marks and your valuable feedback! So glad to hear Keap is helping you in your business and gives you the freedom to do what you are best at!

All the best,

Paige, Social Media Specialist at Keap

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Susan T.

Best customer service

Used Daily for 1+ year
Reviewed on 2019/08/15
Review Source: Capterra

Pros

Keap allows me to do just about everything in this program. I could not be as efficient as have the sales numbers with out this program

Cons

If I could call and receive calls thought it. The area codes now available are to limited and do not have any in my area.

Response from Keap

Susan,
Thank you so much for the high marks and your valuable feedback! So glad to hear Keap is helping you in your business.

All the best,

Paige, Social Media Specialist at Keap

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Tanja J.

Keeping Keap Forever!

Used Daily for 6-12 months
Reviewed on 2019/06/02
Review Source: Capterra

Customer Service and my Account Manger are freaking amazing!

Pros

The functionality is wonderful. I’m pretty tech savvy so the learning curve was manageable for sure. I love the various features and the ease of use!

Cons

E-commerce integration could be improved and the landing page builder has changed recently it seems and I would like to see the features that were on it to be brought back.

Response from Keap

Tanja,
Thank you so much for the high marks and your valuable feedback! So glad to hear Keap is helping you in your business.

All the best,
Paige, Social Media Specialist at Keap

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Lindsay H.

It sends out email blasts, if that's what you need.

Used Weekly for 2+ years
Reviewed on 2019/04/11
Review Source: Capterra

Overall it does what it is mean to to do, but I don't have the time to dedicate to learning the intricate ins and outs to make my email blasts better and contact lists more targeted. Its a lot of work, and I need those types of things streamlined.

Pros

I like that you can create sequences, and you can really build your contacts and leads in a meaningful way.

Cons

I find their customer service not quite as knowledgeable as I'd like, and I find it to sometimes be more complicated than necessary when trying to pull reports.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

5.0/10

Keap Pricing

Starting from
US$79,00/month
Pricing options
Free Trial
Subscription
Value for money

Pricing starts at $79/month

Keap Features

  • Calendar Management
  • Data Import/Export
  • Reminders
  • Third Party Integration

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Real Time Data
  • Reporting & Statistics
  • Social Media Integration

Additional information for Keap

Key features of Keap

  • Appointment Reminders
  • Batch Communications
  • Business Card/Badge Scanning
  • Calendar Sync
  • Calendar/Reminder System
  • Calendar/Reminder System
  • Catalog Management
  • Client Database
  • Contact Import/Export
  • Customizable Invoices
  • Drip Campaigns
  • Interaction Tracking
  • Lead Notifications
  • Lead Segmentation
  • Lead Segmentation
  • Mobile Payments
  • On-Demand Communications
  • Online Booking
  • Online Invoicing
  • Online Payments
  • Online Payments
  • Payment Processing
  • Personalization
  • Personalization
  • Pricing Management
  • Quotes/Proposals
  • Quotes/Proposals
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Segmentation
  • Segmentation

Benefits

  • Client management tools help users organize all their lead and customer information (contact information, shared files, meetings history, etc.) from a single location.

  • Users can send an email link to clients with their calendar and availability. Clients simply pick an available time to meet without the need for any more calls, emails or texts.

  • Users can create and customize proposals with their logo and standard services using Keap’s proposal templates. Quotes can be stored and used again and again.

  • Use invoice management tools to track invoices and see which have been viewed, paid or are past due. Automatic reminders help users manage late invoices or overdue payments efficiently.

  • Keap gives users central access to a complete history of all of their business relationships, past communications, dates and other information.

  • Keap FAQs

    Below are some frequently asked questions for Keap.

    Q. What type of pricing plans does Keap offer?

    Keap offers the following pricing plans:

    Starting from: US$79,00/month

    Pricing model: Subscription

    Free Trial: Available

    Pricing starts at $79/month

    Q. What are the main features of Keap?

    Keap offers the following features:

    • Appointment Reminders
    • Batch Communications
    • Business Card/Badge Scanning
    • Calendar Sync
    • Calendar/Reminder System
    • Calendar/Reminder System
    • Catalog Management
    • Client Database
    • Contact Import/Export
    • Customizable Invoices
    • Drip Campaigns
    • Interaction Tracking
    • Lead Notifications
    • Lead Segmentation
    • Lead Segmentation
    • Mobile Payments
    • On-Demand Communications
    • Online Booking
    • Online Invoicing
    • Online Payments
    • Online Payments
    • Payment Processing
    • Personalization
    • Personalization
    • Pricing Management
    • Quotes/Proposals
    • Quotes/Proposals
    • Sales Pipeline Management
    • Search/Filter
    • Segmentation
    • Segmentation
    • Segmentation

    Q. Who are the typical users of Keap?

    Keap has the following typical customers:

    Small Business

    Q. What languages does Keap support?

    Keap supports the following languages:

    English

    Q. What type of pricing plans does Keap offer?

    Keap has the following pricing plans:

    Subscription

    Q. Does Keap support mobile devices?

    Keap supports the following devices:

    iPhone, iPad

    Q. What other apps does Keap integrate with?

    Keap integrates with the following applications:

    Academy Of Mine, BigCommerce, FuseDesk, Help Scout, JivoChat, Justuno, Shopify, Wordpress, Xero, Zendesk

    Q. What level of support does Keap offer?

    Keap offers the following support options:

    FAQs, Forum, Online Support, Phone Support, Video Tutorials