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Keap (Infusionsoft) Review 2022 – Why You Might Not Need It

Home / Tools / Keap (Infusionsoft) Review 2022 – Why You Might Not Need It
infusionsoft aka keap review - is it worth the money

Keap (Infusionsoft) Review 2022 – Why You Might Not Need It

Home / Tools / Keap (Infusionsoft) Review 2022 – Why You Might Not Need It
infusionsoft aka keap review - is it worth the money
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Last Updated on by Karl

Welcome to my Infusionsoft review/Keap review. 

I’ve been using Keap, formerly Infusionsoft, for 3 years now. In that time, I’ve gone through onboarding, building workflows, automating my sales process, automating my billing, and helping other businesses make sense of their marketing automation with Keap.

I know what it does well, I know what it’s drawbacks are, and I know which businesses it fits best (and those it doesn’t)

Also… quick apology for the confusion around naming. Infusionsoft is literally legendary in the marketing space and most advanced folks are used to that name.

It's been a while, but I still can't go with “Keap” that easily 🙂

In this review, I’ll walk you through everything including:

  • Infusionsoft pros and cons
  • Marketing automation insights
  • A breakdown of key features including lead management, the campaign builder, sales automation, and CRM marketing automation
  • A demonstration of how I use it for marketing sales
  • How Keap has changed my business
  • An evaluation of Keap’s key performance indicators
  • My verdict on whether or not keap is worth it for small businesses
is keap worth the money

How Keap Marketing Automation Changed My Business

The first time I ever heard about Keap or Infusionsoft was at the DC Bangkok conference in 2015. I was at a 1 PM “breakfast” meetup with an SEO buddy of mine, and he said something to me I’ll never forget.

“You look like you need some sleep”.

So I go: “Sleep? I think I need a new business”.

He was 100% right.

My whole life was CHAOS. I was starting to get steady clients for my SEO coaching/consulting biz, but my whole business strategy was “eh, I’ll wing it”.

Bad idea.

By October 2018, my life was almost in shambles. I was working all night, chasing clients, losing leads, double invoicing paid clients…not invoicing unpaid ones…and basically living out of my email inbox.

Anyways, back to “breakfast”.

My friend –  a successful SEO, coach, and consultant himself – said “I thought you were doing well. What’s an average day for you like?”.

So, I described a work day:

Wake up, catch up on emails, make sticky notes, call back missed calls on Skype.

19 Google Chrome tabs open simultaneously.

Talk to some clients in Messenger. Some in email. Some on Skype. Some over the phone.

All my client notes in Google Docs…

3 Excel spreadsheets…

A to-do list on my homescreen… from last month.

His head was already in his hands…

Some clients pay with PayPal. Others by bank transfer. Some via TransferWise. Some on Revolut.

Actually, I have no idea who has paid and who hasn’t. 

He was basically facedown in his Jok (amazing Thai porridge) when he screamed:

DUDE, WHY ARE YOU NOT USING MARKETING AUTOMATION?”.

The rest of breakfast was basically him explaining the beauty of automation for marketing and sales, and how I was stupid for not having bought Infusionsoft yet.

I always thought it would be too much work to get started. Apparently not…He told me:

“Yeah, that’s what I thought, but it’s actually not. A coach helps you get started, then Infusionsoft helps you migrate everything. Then you save 40+ hours a month of work. There’s 0 reason not to do it.”.

I’m so glad I went to that breakfast. Keap has been a total game changer for me. 

Here’s What’s Changed After Using Keap

  • I work 6-7 hours less every week
  • My business grew 50% over last year
  • I have way more time to actually talk to clients and coach 
  • My quality of life is way better – I’m not as stressed, and I save enough time every month to do things I want to do like going to the gym, hanging out, starting new business, etc.

If you aren’t automating, you’re killing your productivity and wasting your life on tasks that could easily be done by software. 

So in this Keap/Infusionsoft review, I’m going to walk you through how Infusionsoft has made my life so much calmer.

Quick Verdict: Is Keap Worth it?

Is Keap worth the money

After 3 years of organizing my business with Keap (formerly Infusionsoft), I 100% think Keap is worth it for small businesses, solopreneurs, mid-sized companies, and even brick and mortar companies like law firms or real estate agencies.

The main benefit is that Keap turns chaos into calm – it helps you make sense of your business by automating tedious tasks and freeing up your time for things that really matter. That way, you close more leads, gain more repeat business, and save hours of work.

It does this by combining key features that every business needs like customer relationship management (CRM), marketing automation, email marketing, sales funnels, and eCommerce.

The best way for me to demonstrate this to you is to show you how my business has changed.

Before Keap, I Struggled With:

  • Keeping track of new leads
  • Sending the right emails to the right people
  • Nurturing clients properly (I’d go for the kill immediately no matter what)
  • Hours of work manually entering client info into spreadsheets
  • Wasting time on cold leads who weren’t ever going to buy from me
  • Scheduling appointments (I double booked Zoom meetings regularly)
  • Keeping track of invoices and payments (I used 4 different payment methods)
  • Generating repeat business

I did all this MANUALLY. Good Docs, Excel, sticky notes, my brain, Facebook Messenger, emails – it was a nightmare.

Now, Keap Does All of This:

  • Imports client info into my customer relationship management tool
  • Lets me score and segment leads based on willingness to buy
  • Keeps track of my sales pipeline so I don’t forget anyone
  • Automatically sends email sequences at the right times depending on tags/segments (marketing automation workflows)
  • Schedules meetings for me
  • Generates invoices
  • Accepts payments in one place (I take credit card now!)
  • Automatic follow-ups, thank yous, and loyalty offers

The key reason I recommend Infusionsoft over other automation tools is that Infusionsoft has everything I need to manage customers, e-commerce, and sales in one place, and it’s all very intuitive.

Most of the big names I know in SEO and e-commerce are all using Keap because it’s convenient, intuitive, and affordable.

Keap vs. Infusionsoft: What’s the Difference?

Let’s clear up some confusion first before moving on. 

Keap and Infusionsoft get thrown around interchangeably all over the web – even by Infusionsoft staff. Some other Keap reviews just use the name Infusionsoft.

That’s because Infusionsoft changed its name in 2019 to Keap, and the tool that used to be called Infusionsoft is now Keap Max Classic. 

The issue is that most small businesses, sales reps, users around the web, and even the website itself still use the name Infusionsoft from time to time.

You know how Lou Alcindor changed his name to Kareem Abdul-Jabbar in 1971? Well, people kept using Alcindor for years. It wasn’t until the 80s that Kareem became Kareem. Same thing with Infusionsoft. 

I say Infusionsoft just out of nostalgia. I WON’T CHANGE. IT’S STILL REAL TO ME!!! So through this review you might see me sneak in an Infusionsoft here or there.

Who Should Use Keap?

Keap is a marketer’s marketing platform. 

It’s a marketing automation beast that covers email marketing, e-commerce, sales automation, lead management, and other marketing and advertising features that help business owners make more money.

So, when people ask me “hey, Karl. What do you think of Keap? Should I get it?”, I always say the same thing:

“Do you have the leads to market to and do you plan to use all the marketing features?”

If so, then Keap is not an option – it’s mandatory.

If you just want a CRM or just want an email tool, get something else. If you have a 300-person email list and no sales, you don’t need Keap.

You Should Buy Infusionsoft If:

  • You have at least 1,000 contacts – any less and Keap isn’t worth the price per month
  • You already understand digital marketing (or your team does)
  • You’re a small business struggling to keep up with its sales process
  • You plan to use email marketing to its fullest
  • You already have a strong lead generation process in place (Infusionsoft doesn’t do this)
  • You sell infoproducts
  • You sell courses, consulting, and coaching. Keap’s marketing automation features are like putting your business in the microwave and watching it explode (in a good way)

Fit the bill? Click here for their free trial, I guarantee you'll love it.

Infusionsoft Work Wonder for These Types of Businesses

  • Law firms
  • Real estate agents
  • Content membership sites
  • SEO consultants
  • Life coaches
  • Food service business like bakeries
  • SEO sites using lead magnets like eBooks
  • Training course businesses
  • Teach/tutors – guitar teachers, voice instructors, personal trainers

You Should Not Buy Infusionsoft If:

  • You have a small contacts list
  • You have no experience in digital marketing or e-commerce
  • You have no lead generation process in place
  • You only need email marketing or CRM separately
  • You are a huge business with 100 + employees (then you need SalesForce or HubSpot)

What is Keap?

what is keap/infusionsoft

Keap is a business organization and optimization tool that puts control of your business back in your hands by freeing up your time to focus on what really matters.

It does this by offering sales, management, email marketing, invoicing, and e-commerce tools all in one interconnected system. Imagine having eight arms, each with its own brain. And each arm could focus on a different task at once, mostly automatically.

That’s what Infusionsoft is like for me.

With Keap, you can organize all your leads, segment and score them based on tags and behavior, send targeted email sequences that slowly close the deal, keep track of quotes and deals, schedule calls, invoice clients, and accept payments all within one tool.

From there, you can trigger automated follow-up sequences that thank your customer and regularly stoke the embers to generate repeat business. 

What Features Does Keep Come With?

keap features overview

Keap contains almost every feature (very important – more on this later) you need to manage and grow your business. I’ll break down each feature in more detail later.

For now, let’s just cover the elevator pitch for each.

Your subscription comes with the following:

  • Sales and marketing automation: Keap’s marketing automation software automatically keeps track of customer marketing and sales data, sales deals, quotes, and meetings as well as automating email marketing sequences that make the sale for you.
  • CRM: Helps small businesses totally eliminate spreadsheets, inboxes, messengers, and sticky notes. Store all of your customer data, score leads based on how likely they are to buy, and manage their journey through your sales pipeline. I use my CRM to store personal info, score leads, keep notes, and track purchases/quotes.
  • eCommerce: Create invoices, chase clients, accept credit cards, and track revenue all in one place. Totally eliminated PayPal, bank account, TransferWise, BTC, and god knows how else I used to accept payments. 
  • Analytics: Visualize key data and peek under the hood to see how your business is really doing. The best part is being able to see conversion rates for different aspects of your business. How well are sales pages converting? How many “hot leads” actually convert? How many “cold leads” actually convert? I finally realized I never converted a cold lead, and just gave up. 
  • Scheduling: Leads can automatically make appointments, and this triggers automated follow ups like personalized videos. Everything integrates right into my Google Calendar, so I don’t miss appointments, forget to schedule anything, or double book.

Keap Pros and Cons

Keap Pros

  • Become Calm: I save hours of work every week, and my whole business is run out of one dashboard. I pretty much never stress about my business anymore, and I have way more time to actually meet with clients/grow my business.
  • Work Less. Grow More: I work less than ever, and my business grew 50% my first year with Infusionsoft. 
  • It’s Personal: One of my biggest concerns was becoming too robotic with my messaging. While there definitely is some of that still, it’s not nearly as bad as I thought. Keap’s segmentation and automations keep a high level of personalization. 
  • Fully Functional: Most automation tools suck at email marketing, automations, or CRM…or all 3. Not Keap. The email, CRM, and automations are all just as good as most single-service tools.
  • Business Coaching: This is controversial, but the coaching Keap forces you to get in the beginning is a big help. I got a clear plan of not just how to use Keap, but how to grow my business as a solopreneur. 
  • Easy Onboarding: Keap does most of the set up work for you. You get a setup wizard, coaching, and free migration. One key reason I was hesitant was I just didn’t want to transfer all my data to Keap – they did a lot of the work which was a huge weight off my shoulders.
  • Business Phone Included: Having a dedicated business number is game changing. I wish I’d done it sooner. Now I know when someone is calling for business or if it’s a random telemarketer. 

Keap Cons

  • No Inbound Marketing: Keap is great at managing and organizing leads, but you still have to find them. There’s no inbound marketing at all. 
  • $499 Set Up Fee: For real? $500 bones just to get started? I understand why it’s there – so you actually get value from the tool – but paying $499 on top of a subscription fee is a tough pill to swallow. Speaking of that…
  • It’s Not Cheap: Competitors like ConvertKit start at ~$10 a month. Keap starts at $79.00 per month PLUS that nice little fee you read above. It’s 110% worth it, but I understand why people are so hesitant. The good news is you’ll easily make it back in the first month or two if you use it right. Consider it an investment.
  • Moderate Learning Curve: Keap isn’t the Pandora’s Box of despair that SalesForce is, but it’s not as simple as ConvertKit. The paid coaching helps a lot, but there’s a bit to learn if you’re new to automation.

Keap Pricing

keap pricing and costs

Let’s get this out of the way – Keap ain’t cheap. It’s a great tool, but it’s an expensive great tool.

It really all comes down to this: How much are you willing to invest in your business?

I get it – if you’re a small business, it’s hard to put up $600 just to get started. That’s why I don’t recommend it for new small businesses with less than 500 contacts.

Keap’s pricing is a bit complicated, so let me break down the important stuff for you.

Keap’s Pricing Plans

Keap has 3 pricing plans: Lite, Pro, and Max.

Let’s break it down:

Keap Lite 

Price: Starting from $79 per month for 500 contacts

I really don’t know why SaaS businesses insist on spelling “light” as “lite”. It’s rage quit for me.

Lite pricing starts from $79 per month and comes with all the basic features you need to run a business. It’s ideal for smaller solopreneurs or small businesses who don’t need advanced automations or lead scoring (a key drawback).

Here’s What Keap’s Lite Plan Comes With:
  • CRM
  • Email marketing
  • Lead capture
  • Easy Automations
  • Appointments
  • Mobile app & business line
  • Automated text messaging
  • Payments & invoicing

Lite is missing two key features that will eventually kill your growth: Lead scoring and advanced automations. You’ll be missing the best feature of the CRM and the best way to convert more leads.

But as long as you’re a small business, that won’t be a big deal.

Keap Pro 

Price: Starting from $169 per month for 500 contacts

Pro gives you access to landing pages, advanced automations, and checkout forms, so you can sell products online and automatically add that info into your CRM.

You also get the sales pipeline, which helps you track a customer’s journey through your sales process and optimize sales.

This is where you can start seriously scaling your business. The biggest difference between Lite and Pro is that Pro gives you a near complete arsenal for managing and selling to clients.

You can capture leads, send them to a landing page, then send them to a checkout page, and all with using advanced if->then automations to improve conversions. Plus you get the visual pipeline and A/B testing to test what’s actually working.

Keap Max 

Price: Starting from $199/mo for 500 contacts

Pro is for taking the next step – Max is for taking the leap to a thriving business.

Max introduces two of the most powerful features in the entire tool:

  • Lead Scoring: Rate each lead, trigger automations, and invest time where it matters most instead of wasting time on cold leads.
  • Sales Funnels: Connect multiple landing pages together into a funnel that slowly nurtures clients from awareness to purchase and relationship building automatically.

Lead scoring alone is worth the upgrade in my opinion. Imagine this scenario – you’re a growing coaching business with 4,000 contacts. Everything is in your CRM, but the only way you know who’s cold and who’s hot is from a series of tags and notes, each one differs for each lead.

Great, you’re back to square one. You might as well be like I was with sticky notes face down on the keyboard at 3 AM.

Lead scoring quantifies a lead's willingness to buy and denotes who you should spend more time on and give the highest level offers.

Keap Max Extra Features
  • ​​Sales funnels
  • Lead scoring
  • 1-click upsells and cross sells
  • Recurring upsells
  • Promo codes
  • Native Shopify integration
  • Marketing performance analytics
  • Engagement analytics

NOTE: Everything includes only 1 user. An extra user costs $30 per month. If you have a sales team, I suggest you add at least 1 extra user so add that onto the price.

How Keap Pricing Plans Work

Keap’s pricing is like having a few glasses of a perfect dry Chianti, then standing up: IT HITS YOU FAST.

Let’s check it out:

keap basic pricing overview

For your first 500 contacts, it’s not too bad. But here’s what happens when we hit 1,000…

keap pricing increase for contacts

Once you get to 501, things jump considerably. Pricing from 501 – 1500 is constant.

Once you get to 1501, there’s another bump…

But there's good news.

Keap is expensive for entry-level entrepreneurs, but it’s actually very cheap for established businesses.

Check out how much it costs for 5,000 contacts:

infusionsoft mid-tier pricing

It’s the same.

Now how about 10,000:

keap higher end pricing

Prices only increase marginally, but you get double the contacts. So the difference between the price for 1500 contacts and 10,000 is fairly small, but imagine how much more business you’ll be doing with 10k contacts compared to 1,500.

So that’s why I recommend Keap for more established businesses. If you only have 500 or so contacts and not much revenue, keep with whatever you’re doing until you get too big to handle everything. That’s when you know you need Keap.

NOTE: Yes, there is a 14-day free trial, and yes you get 50% off the first two months. It does require your credit card info though.

Keap Onboarding: What Is Keap Growth Coaching?

​​Onboarding with Keap/Infusionsoft isn’t easy…

BUT!

The nice people at Keap will do a lot of the heavy lifting for you (amazing what people will do when you pay a fortune). They offer free migration services as well as custom coaching and migration consulting. 

And now for the sneaky piece of fine print that everyone hates…Infusionsoft growth coaching.

Infusionsoft by Keap has been so good for my coaching business that I let growth coaching slide, but it is a serious pain. It’s $499, and you aren’t getting out of it. 

Basically, you and your “growth coach” – like a life coach, except not 21 and living in Bali – create a plan to achieve your growth goals with Keap, and they walk you step-by-step through how to do it. You also get free webinars and workshops.

So, yeah, I absolutely HATE IT, but it’s worth it.

Keap Review: Features Breakdown

I’m going to break down each feature in more depth so you can see what Keap actually does.

I see a lot of businesses investing a small fortune into Keap when they don’t actually need it. 

Read what it can actually do, compare it to your needs, and think about the decision.

Note: Everything in Keap falls under 3 categories: Sales and marketing, CRM, and e-commerce. So I’m going to break down the features into those 3 sections

Sales and Marketing Features

Marketing automation is why you buy Infusionsoft. This is the single most important feature set. Pay close attention and ask yourself if you’ll really use it.

Sales and Marketing Automations

infusionsoft sales and marketing automation features

Keaps’s sales and marketing automations make it so you don’t have to manually follow up with every lead, keep track of everything in docs, copy paste emails, or play the guessing game. It’s all done for you and grows your business 24/7 while you focus on other things.

You can pretty much automate the entire sales process. Mine looks something like this:

  1. Capture customer info and put into CRM
  2. Wait an hour, then send text and email offering free consultation
  3. Send follow-up reminder
  4. This triggers a nurturing sequence where I send different coaching/course offers
  5. If someone books, they get a thank you video
  6. We have our call
  7. Keap sends a thank you email and invoice, and reminders when they don’t pay on time (100% of the time)
  8. Keap sends loyalty offers and upsells 

The only thing Keap doesn’t do here is do the coaching for me (they really should offer that…).

Everything works on a simple if/then logic system:

sales automation workflow example

“Sales and marketing” automation is a bit broad, and contains different features (which I’ll cover independently), but just know that with Keap you can automate the following:

  • User contact record creation (with info from lead capture form)
  • Communication (emails and texts)
  • Email sequences
  • Appointment scheduling
  • Invoicing
  • Follow ups
  • Customer loyalty emails

This is lifesaving stuff for business owners, especially a solopreneur. 

Campaign Builder

Campaign builder is a visual flowchart tool for building automated marketing campaigns. This is the most powerful and useful tool in all of Keap. If you’re thinking about buying it, THIS should be the reason.

Keap campaign builder for automations

I love working with simple, visual tools like this. When you use the campaign builder, you start with a goal (EX: product purchased), and build each step along the way brick-by-brick. It’s almost therapeutic. Infusionsoft was one of the first tools to bring this type of marketing and advertising functionality to small businesses.

You can trigger different emails based on whether they click a link in an email, open an email, fill in a web form, have a certain tag, and a ton of other factors.

And Keap has recently added a landing page tool directly in its workflow builder that shortcuts the campaign process.

Landing Pages 

keap landing page builder

Now that there’s a landing page builder directly in the workflow builder, all you need to do is drag the icon onto the canvas and click. That’ll reveal tons of landing page templates.

Keap landing page templates

Most are goal oriented. Choose the one that best fits your goal (EX: consultation signup), and you can easily edit with the drag-and-drop editor.

how to customize landing pages in keap

That’s what I love about building campaigns in Keap.

Building campaigns is so simple and convenient. It’s all right there in one interconnected ecosystem. CRM tags, email marketing, landing pages for each step in the process – I only need one tool and never have to leave the page I’m on.

Email Marketing With Keap

email marketing with infusionsoft

Keap’s email marketing campaigns make it easy to deliver messages that leads actually want to read. 

There are tons of professional templates for everything from typical message blasts to weekly newsletters. And when combined with CRM, you can take your business to the next level by sending hyper-targeted messages (which have proven to increase conversions).

The software automatically triggers a campaign based on pre-chosen tags and segments. Like, if I get a new lead from Facebook, they get my social media email sequence. If they sign up for a free consultation, they get the paid consultation drip sequence.

And when you create an email, you just add in whichever tags you want to receive an email (e.g. hot leads or new customers), and it’s sent.

The main benefit is that it’s all connected into Keap’s ecosystem. Tags from the CRM, automations from Campaign Builder, analytics, etc – it’s all connected. You can even A/B test email to see which ones are actually working or not, all without leaving Keap.

Phone and SMS Marketing

Adding text to my marketing strategy has been a huge win. I never even considered it before getting Infusionsoft.

Did you know that customers open texts 94% MORE than emails? It’s nice to connect directly with customers and send them a personalized message directly to their phone. It's a whole new revenue stream that I had never tapped before.

When someone signs up for one of my paid calls or webinars, they always get a text. “Hey, thanks for signing up. Just wanted to send you this text. Use code KarlSEO for 20% off your next order”.

Texting integrates seamlessly into the CRM. Just add it into marketing sequences and you’re good to go. Broadcast texts are only available on Pro and Max.

Keap CRM Review

keap crm review

Keap’s CRM is one of the simplest and easiest ways to organize your business. All of the data you keep here fuels your marketing automations. 

Let’s just jump right into the key CRM features:

Contact Management

infusionsoft contact management

Imagine a giant rolodex with up to 100 data points on every interaction you’ve had with a customer. I mean everything from their name and phone number to emails opened, sales, notes, and even how they take their coffee. Except, unlike a rolodex, this one is easily searchable and highly interactive.

That’s what your contact record is in Keap.

You can even call, text, add tags, or add to campaigns directly within the contact card. It makes it so much easier to organize contacts, focus your time on the right people, and stop wasting time trying to figure out who’s who.

building effective sales processes with keap

Tag Management

Tags are the secret sauce that let Keap work its magic. 

They’re basically just labels applied to contacts that segment those contacts into narrow lists of people. It could be a new client, paying client, VIP, or even “total nightmare”. It’s up to you.

Tags are the easiest way to organize contacts and initiate other actions. In fact, my growth coach told me at the outset that tags should probably be THE ONLY THING I use to start and stop other Keap actions.

Here are a few that I use:

  • Leads: I tag based on if they’ve requested a free consultation or downloaded a lead magnet.
  • Customers: I tag based on what they’ve bought (e.g. bought product 1).
  • Triggers: These trigger email campaigns. For example, if I apply the New Client trigger tag, that immediately triggers my welcome sequence.
  • Status: I have different levels of customers. Some are VIPs, who get most of my attention. Others are flakey, so I don’t take them as seriously.

Opportunities

manage opportunities

Opportunities improve client-prospect relationships during the sales process by letting you keep granular notes about their progress through your pipeline.

Pretend a prospect “Greg Jenkins” wants an SEO call. He’s interested in getting on a paid call with me, but he’s still not decided yet. 

I’d create an opportunity, mark him as “deciding stage”, and leave notes plus a next step to take. That way, when it comes time to contact him again, I just open his opportunity file and I instantly have all the relevant information I need to improve our interaction.

That way I’m not like “Greg Jenkins”? Who? What did we talk about?

NOTE: These are mostly for sales teams in big companies who don’t have access to the whole tool. I rarely use them.

Lead Scoring (Only With Max)

keap lead scoring system

Lead scoring is a quantification of how valuable a lead is to your business. That way, you know where to focus the bulk of your time, and how to prioritize your daily calls, emails, and chat.

Before lead scoring, I was spending equal time on all leads. In a perfect world, that’s nice. In the real world, it kills your profit. You need to focus on the fruit with the most juice.

First, you need to set up criteria. It could be things like “downloaded a book”, “booked a free call”, “enquired about paid call”, “received a quote”, or whatever you want. It’s your life.

Then, Infusionsoft by Keap automatically adds up those points and assigns a flame. In this case, 3 points for me equals 5 flames. If someone has downloaded my lead magnet, hopped on a free call, and received a quote, I know they’re ready to buy. In the morning, I see my 5-flame contacts and I zero in.

Appointments

how to manage appointments with keap

Keap syncs with your online calendar to allow clients to schedule meetings with you without you doing a thing. 

Just choose which times you’re available, and Keap handles the rest. When the customer enquiries about scheduling an appointment, you don’t need to be there. Or, when they reach the stage of the funnel where they can select an appointment time, Keap automatically does it.

I just add the link to an email and gently prod them “hey, let’s set up a quick free consultation when you’re free”.

Pretty cut and dry.

Moving along…

Keap Ecommerce Features

Payments

keap payment management and invoicing

Keap has totally eliminated my mental clutter over invoicing, and saved me countless hours of stressing over payments. “Did I call that guy”? “Did I send that invoice”? “Wait, where am I”?

I felt like more of a bill collector than a businessman at times.

That, and I get paid on time so much more often. The automated invoicing and thank you emails are a big help, too.

With Keap, you can accept credit cards, set up recurring charges, store data, and send automatic reminders.

If you run a subscription business or SaaS, you can store card info directly in your CRM and charge clients monthly or weekly.

If I had to sum it up – Keap makes it easier for clients to pay you. With Keap, you can accept:

  • Stripe
  • PayPal
  • WePay
  • Evo
  • Nexus
  • eWay

Invoicing

infusionsofts invoicing tool

Keap handles all of your invoicing. Including creating and tracking invoices, tracking payments, sending reminders if (read: when) clients don’t pay on time, and more.

It has all the standard invoicing features like sales tax, notes, attachments, etc. Nothing much of note here.

For me, it’s the convenience that matters most. I have all my invoices in one place, everything is done automatically, and Keap tracks who has paid and who hasn’t. I even get an overview of how much I’ve made each month.

BONUS: Keap Analytics

keap analytics capabilities

Keap constantly combs through millions of data points to deliver the undeniable truth about your business, so you can adjust and maximize your ROI.

This is your secret weapon for analyzing, tinkering, and editing sales campaigns, sales tactics, and even pricing. Keap shows you what is and isn’t working, and delivers actionable reports so you can actually fix what’s not working rather than just sit there staring at it.

There’s a ton of invaluable data right at your fingertips like email open rates, conversion rates, revenue, form completion, actions by contact, sales, and growth. And it’s easy to run A/B tests to find a solution to conversion problems.

Having everything at a glance makes it so much easier to take action.

Keap Performance

Usability (UX)

To all the people who say Keap has poor UX – look at that dashboard.

infusionsoft has great user experience

What is so bad about that?

It’s one of the simplest and most intuitive tools I’ve ever used. 

All the important stuff is right there like leads, quotes, payments, appointments, and tasks. And every app is right on the left sidebar. No clutter, great color scheme, simple design, what’s not to like?

This is one of the main reasons it’s so good for small businesses – you don’t need to be good at Saas to use it, and it’s easy to train anyone in your company to use it in a few days or less.

Overall, Keap gets an 8.5/10 on UX from me.

Keap Customer Support

Keap’s customer service team isn’t going to come to your house and solve your problems while making you breakfast…but they are pretty damn on top of things. They better be for the prices that they charge.

There’s 24/7 chat support, email is usually responsive, and they have phone support for the US and Canada Monday – Friday 9am – 9pm.

And check all this stuff out:

resources and help section

Free resources, helpful tools, training webinars, events, a user community, and help center…what else do you want?

That’s the beauty of Keap. If you can’t do it, you can figure out how quickly. And worse comes to worse, you have multiple channels for support.

The Keap User Community

keap community

Keap’s user community is a helpful – but sometimes underwhelming – support group helping you solve common issues with the tool or within marketing.

Need to know the best WordPress plugin? They’ll help out.

Want to learn more about email marketing? There’s an expert waiting to walk you through it.

It just helps knowing that every problem you have has already been solved by someone else, and they’re waiting to help you.

There’s not that much activity, though. Just give them a few days to respond.

Mail Deliverability

Allow me to keep this short and sweet: Keap claims to have a deliverability rate of 99.5%, and I have never experienced issues.

No service is perfect, so I’m sure a few things may end up in spam for bigger campaigns, but I’m always on top of things with each customer and I’m sure to follow up.

If you’re concerned about deliverability, don’t be. They take it seriously.

Verdict: Is Keap the Best CRM for My Business?

Keap is one of the best investments I’ve ever made. My business grew by 50% in the first year, and I saved AT LEAST 300 hours of work (~6 per week x 52 weeks). So yes, I recommend it for most businesses.

With it, my work days were so much easier, my services improved, and I landed way more clients just by not losing track of anyone or from sending the wrong emails.

If you’re a new business with a small contacts list and no revenue, Keap IS NOT for you. And if you don’t plan to use the 3 main features – lead scoring, automations, payments – to their fullest, then look for something cheaper.

But I firmly believe that any solopreneur with enough contacts, any small business, or any mid-sized business (~50-100 employees) should invest in Keap if you’re serious about growing. 

Here’s How Your Business Will Change With Keap

  • You’ll work way less
  • You’ll stop worrying about keeping track of everything
  • You’ll close more deals by targeting leads with the right emails
  • You’ll provide better services because you understand more about each client and have more time
  • You’ll open up a new revenue streams with loyalty emails, repeat customer discounts, and automated follow up sequences plus upsells and cross sells

Overall, everything will be way more calm. That alone is worth the price. No more dark circles under my eyes or 1pm “breakfast” meetups.

And with the 14-day free trial, there’s nothing to lose.

Sign up, try it out, and see if you like it. If not, you only lost a few hours of time.

Click here to give it a shot, for free.

Keap Frequently Asked Questions

Q: Why Is Keap So Expensive?

A: Keap (Infusionsoft) is so expensive because it’s the best automation and e-commerce tool for business owners looking to increase conversions and simplify their business. As far as sales marketing, CRM, and automation and e-commerce go, it does more than any other marketing automation software. Infusionsoft is a great tool for automating the entire sales process. That’s why it’s expensive. NOTE: Most Keap reviews have incorrect pricing. Please read my updated pricing section. And there is no free version.

Q: Is Keap a Good CRM?

A: Yes, Keap (Infusionsoft) is a good CRM. As far as contact management plus integration into email campaigns, other marketing and advertising features, the gradual learning curve, lead score, and customer support, Infusionsoft Keap is the best CRM I’ve seen in a marketing platform.

Q: What Does Keap Integrate With?

A: Keap (Infusionsoft) integrates with dozens of tools in categories ranging from customer support, email, graphic design, selling products and services, business marketing, social media, marketing automation sales, and more. Key integrations are Zapier, gMail, Graphly, LeadPages, and QuickBooks. Keap offers every tool you could possibly need to run a marketing campaign.

Q: Is Infusionsoft a CRM?

A: Yes, Infusionsoft is a CRM. It changed its name to Keap in 2019, and now Infusionsoft is known as Keap Max. Keap offers the same feature set as Infusionsoft plus added bonuses like better customer support, a dedicated phone number, superior contact management, and more features that Infusionsoft Keap lacked.

Q: What Can Infusionsoft Do?

A: Infusionsoft can do anything related to automation and running a marketing campaign plus CRM, e-commerce, and analytics. I’ve covered all the features in this review. That includes running a sales campaign, offering phone and text support, creating email marketing campaigns, business marketing, user analytics, contact management, and more. Basically anything related to marketing campaigns, campaign automation, or contact CRM, it can do.

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