Keap CRM Assessment (2024): Options, Pricing, Professionals & Cons

Keap CRM’s quick details

Beginning worth: $249/mo.

Star score: 3.4/5

Key options:

  • Lead scoring and prioritizing. 
  • Quotes, invoices and cost.
  • Superior ecommerce instruments. 

Keap is buyer relationship administration software program that makes a speciality of serving to small companies automate and develop their workflows and, in flip, revenue. Offering options for gross sales and advertising and marketing, Keap additionally has industry-specific adaptability for monetary providers, together with advisors, consultants and accounting companies, nonprofits, actual property and advertising and marketing businesses. Keap gives a singular pricing construction that’s primarily based on the variety of anticipated contacts per two customers, with any extra customers at a value.

Keap CRM’s pricing

  • Free trial: 14 days.
  • Ignite: $249 per 30 days for 1,500 contacts and a couple of customers when billed yearly. $299 per 30 days when billed month-to-month. Extra customers are $29 every. This plan contains electronic mail advertising and marketing, leap seize, touchdown pages and invoicing administration.
  • Develop: $329 per 30 days for two,500 contacts and three customers when billed yearly. $399 per 30 days when billed month-to-month. Extra customers are $29 every. Max contains all Professional options plus lead optimization, ecommerce instruments and superior reporting.
  • Scale: $499 per 30 days for two,500 contacts and a couple of customers when billed yearly. $599 per 30 days when billed month-to-month. Extra customers are $29 every. Final helps all Plus options along with superior advertising and marketing instruments, person entry controls, superior reporting and extra.

Keap CRM’s key options

Appointment scheduling

Keap gives a local appointment scheduler and administration dashboard that may combine with Google and Outlook calendars. Reps can tailor particulars, their availability and reminders whereas additionally syncing info between the Keap cell app and desktop. Not solely can it guide conferences, consultations and providers immediately, this characteristic will activate automated observe ups.

Lead appointment reserving characteristic in Keap CRM. Picture: Keap

Lead nurturing campaigns

Keap offers strong lead administration instruments past simply capturing high-quality leads from touchdown pages or social media. Gross sales reps can tag and rating incoming leads that provoke automated lead nurturing campaigns. Drip electronic mail campaigns may be created and deployed immediately by way of the Keap platform, and customers can monitor info akin to delivered, open and click-through charges, all to make sure the success of lead nurturing.

Keap lead nurturing campaign feature.
Lead nurture marketing campaign dashboard in Keap. Picture: Keap

Reporting dashboards

It’s important to entry up to date gross sales and advertising and marketing metrics at your fingertips to make good enterprise selections. Keap gives quite a lot of knowledge factors to measure, together with gross sales forecasts, engagement monitoring and marketing campaign efficiency. Plus, customers can pin their most-used stories to the highest of the hub so this info is accessible at a look.

Keap reporting dashboard feature.
Multi-metric reporting dashboard in Keap. Picture: Keap

Gross sales automations

Customers can save time by automating repetitive duties like lead seize and follow-up to allow them to deal with constructing consumer relationships. Moreover, they’ll ship textual content and electronic mail to leads as quickly as they fill out a kind on the enterprise web site or social media. Keap additionally gives a complicated gross sales automations builder that enables customers to customise gross sales and advertising and marketing processes to create predictable, repeatable development with superior nurture sequences and personalization response triggers.

Keap sales automation feature.
Drag-and-drop automation builder in Keap. Picture: Keap

Keap CRM execs and cons

Professionals
Cons

  • Affords onboarding and knowledge migration assist.
  • Gives 24/7 chat assist and a devoted buyer success supervisor.
  • Affords a singular CRM answer for franchises.

  • No free for all times plan of its CRM platform.
  • Customers report an outdated platform design and interface.
  • Pricing plans are expensive in comparison with different common CRM suppliers.

Options to Keap CRM

Since there are totally different forms of CRM software program, it’s necessary to think about different comparable options to any supplier when doing analysis. I take into account understanding common CRM pricing and your individual enterprise’ allotted funds, plus key options you’d use.

EngageBay, HubSpot and Capsule are all comparable CRM answer suppliers to Keap and are price wanting into. Beneath, I rapidly examine every CRM answer so that you can get began.

Software program Keap EngageBay HubSpot Capsule
Advertising and marketing instruments Sure Sure Sure Restricted
Native integrations Sure Sure Sure No
AI-powered instruments Restricted Restricted Sure Restricted
Free-for-life plan No Sure Sure Sure
Free trial 14 days 14 days None 14 days
Beginning premium plan worth $249 per 2 customers per 30 days $13.79 per person per 30 days $15 per seat per 30 days $18 per person per 30 days
*Worth when billed yearly.

EngageBay

Engagebay is an all-in-one CRM supplier that additionally gives a advertising and marketing, helpdesk and dwell chat answer. Each EngageBay and Keap supply superior advertising and marketing instruments akin to electronic mail advertising and marketing, templates, touchdown web page builders and extra. Keap does supply extra cost, quotes and invoicing instruments than EnagageBay.

Need to know extra? Head over to our EngageBay overview.

HubSpot

HubSpot is a well-liked buyer platform with options for advertising and marketing, gross sales and assist groups as a strong free CRM software program. HubSpot and Keap each supply intensive potential integrations for native and third-party purposes, making every software program straightforward to adapt into your present tech stack. Whereas Keap doesn’t supply a free-for-life plan, Keap does supply a free trial of its software that meets {industry} requirements.

For extra particulars about this supplier, learn our unbiased HubSpot overview. 

Capsule

Capsule is easy on-line CRM software program that gives an intuitive interface and free model of its platform. Each Keap and Capsule are marketed in direction of small companies for his or her scalability, however Capsule is the extra inexpensive choice. Keap does, nonetheless, supply a further {industry} specialization for rising franchises.

Try our Capsule overview for extra akin to high options and a pricing breakdown. 

Assessment methodology

To be able to successfully overview Keap and its answer, I used an in-house rubric of standards we outlined as most necessary when evaluating common CRM suppliers. Subsequent, I in contrast Keap in opposition to {industry} requirements in that scoring software. I relied on Keap’s on-line sources, neighborhood boards and actual person suggestions to summarize Keap’s high options and best use circumstances.

Beneath is the precise breakdown of the standards I used to overview Keap CRM:

  • Value: Weighted 25% of the full rating.
  • Core options: Weighted 25% of the full rating.
  • Customizations: Weighted 15% of the full rating.
  • Integrations: Weighted 15% of the full rating.
  • Ease of use: Weighted 10% of the full rating.
  • Buyer assist: Weighted 10% of the full rating.

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