Keap

Keap

Smart Client Management for Small Businesses

4.6/5 (5 reviews)

Keap Overview

Keap is a smart client management software designed to help small businesses organize leads and important client information, centralize client communication, manage quotes and appointments, as well as create and send invoices all from a single platform. Keap supports a range of features including client, appointment and quote management tools, plus invoicing and payments, pipeline management and integrations. 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
$99/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
4.6/5
100% positive reviews
3
Excellent
2
Very good
0
Average
0
Poor
0
Terrible
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
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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Kayode G.

Keap Is Great

Used Daily for 6-12 months
Reviewed on 2019/05/23
Review Source: Capterra

Awesome

Pros

The interface is great and the creation of campaigns is easy

Cons

It should be cheaper if email marketing segment is alone and people who need more service or feature pay more. This will helps starters/beginners like mine to use the software more

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Andres R.

one less thought

Used Weekly for 1-5 months
Reviewed on 2019/05/30
Review Source: Capterra

I have created and sent invoices and received payments with no problems.

Pros

the software is easily accessible and very informative.

Cons

There are very few dislikes that I have for the software.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Jeremiah B.

Rating only

Reviewed on 2019/03/14
Review Source

Keap Pricing

Starting from
$99/month
Pricing options
Free Trial
Subscription
Value for money

Pricing starts at $99/month

Keap Features

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

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Contact Database
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • 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: $99/month

    Pricing model: Subscription

    Free Trial: Available

    Pricing starts at $99/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?

    We do not have any information about what devices Keap supports

    Q. What other apps does Keap integrate with?

    Keap integrates with the following applications:

    BigCommerce, FuseDesk, Help Scout, Justuno, Microsoft Outlook, Shopify, Wistia, 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