Keap CRM Review [2024]: Is It Right for Your Business?

Struggling to manage customer relationships effectively? Overwhelmed by disjointed sales and marketing tools? Keap CRM promises to simplify your processes, helping small businesses grow with ease.

In this Keap CRM Review, we’ll explore how its features streamline contact management, automate workflows, and boost lead conversions. Is it the right fit for your business needs? Let’s dive in.

Who Is Keap CRM For?

Product Overview: What’s in the Box with Keap CRM?

What Does It Come With?

• All-in-one CRM: Includes contact management, sales automation and marketing campaigns.
• Pre-built Automation Templates: Get started faster with easy to use workflows for small business.
• Mobile App: Manage your business on the go with Keap’s mobile app, all features are available on your phone or tablet.
• 24/7 Support: Keap’s support team is here to help you set up and troubleshoot.

How Is It Different From Competitors?

• Easy: Unlike some other CRMs, Keap is designed to be simple, no training required for small business.
• All-in-One: Most competitors require separate tools for marketing and sales automation, Keap has it all in one place.
• Time Saving Automation: Keap’s automation goes beyond task management, so small business owners can run their business with minimal hands-on involvement.

My Personal Opinion: Is Keap CRM Worth It?

I’ve used Keap CRM for various small business operations and have seen both the good and the bad. Here’s my take on what I like about it—and what could be improved.

What I Liked:

What I Didn’t Like:

Pricing: Is Keap CRM Worth the Investment?

Keap CRM offers several pricing tiers designed to meet the needs of small businesses. While the cost may feel higher compared to some other CRMs, the extensive features—especially the automation—help justify the investment over time. Let’s break down the pricing structure to give you a clear idea of what each plan includes.

Additional Costs:

• Add-ons: Additional contacts and users will cost more depending on your plan. For example, you may add up to 1,000 contacts for an additional $30/month.
• Free Trial: Keap offers a 14-day free trial so you can test the platform before committing.

Is It Worth It?

While the pricing may seem steep for some small businesses, Keap offers a robust set of tools that can save you both time and money by automating key processes. The time saved on managing contacts, sending follow-up emails, and organizing leads makes the higher price point justifiable, especially for businesses looking to grow.

If you’re serious about improving your customer relationship management and scaling your business, the investment in Keap CRM can pay off in the long run.

Keap CRM Features Breakdown

Automation for Sales and Marketing

Automation for follow-up emails, lead nurturing and appointment reminders. Triggers based on customer actions so every lead is handled.

This is a game changer because it takes manual tasks off your plate. For small businesses it’s like having an extra set of hands so no lead or task falls through the cracks.

I used this automation to keep up with my sales funnel. I didn’t have to manually send follow-ups—everything was done in the background and I could focus on client meetings and strategic growth.

CRM and Email Marketing

Keap has a full featured CRM system with built in email marketing tools. You can manage your customer data, segment your audience and send targeted email campaigns from within the platform.

Having CRM and email marketing in one tool is a big win. You don’t have to buy separate systems or worry about integration issues—everything works together seamlessly.

The contact management and email automation saved me from having to switch between multiple platforms. Being able to track customer interactions while sending personalized emails made my marketing so much more effective.

Appointment Scheduling

Clients can book appointments directly with you, integrates into your calendar and eliminates back and forth emails.

This is a must have for any business owner who has clients or customer meetings. Simplifies scheduling, makes your business look more professional and you’ll never miss a booking.

This was a big win for me. Clients could book time slots and I didn’t have to spend time coordinating schedules. It also gave me a better view of my day and improved the client experience.

Invoicing and Payment Processing

Keap has built in invoicing and payment processing. You can create invoices, accept payments and track billing without third party tools.

Perfect for businesses that want to simplify their billing process. You don’t have to chase clients for payments because the system will track your invoices for you.

This feature saved me from having to use multiple tools for invoicing and payments. I could create an invoice after a meeting and follow up automatically if it wasn’t paid on time and maintain a steady cash flow.

Lead Management

Keap’s lead management tools help you organize and prioritize leads. You can tag contacts, track communication and move them through your sales pipeline with ease.

Lead management is key for small businesses so you can focus on the most valuable prospects. Keap makes it easy to track every interaction so you can focus on the leads that are most likely to convert.

For me lead management was a huge time saver. I could see which leads needed attention and follow up with them in a timely manner. It reduced the risk of missing out on business and kept my pipeline full.

Mobile App

Keap’s mobile app gives you access to your CRM, email and automation tools on the go. It syncs with the desktop version so you never miss an update.

This is a must have for business owners who need flexibility. You can run your business from anywhere—whether you’re in a meeting or on the road.

I used the mobile app when I was traveling or between meetings. Having client data, schedules and workflows on my phone meant I was always in control even when I was away from my desk.

Use Cases: How Different Businesses Can Use Keap CRM

https://get.keap.com/0nqpwzftjbreKeap CRM is built for small business, but is flexible enough for any industry. Here are a few examples of how different types of businesses can use Keap’s features to streamline and grow.

Service Based Businesses (Consultants, Coaches, Freelancers)

A freelance marketing consultant can use Keap’s appointment scheduler to have clients book consultations directly, and automated follow-ups to ensure no leads fall through the cracks. Keap’s invoicing feature also helps the consultant bill and get paid.

E-Commerce Businesses

An online boutique could use Keap’s automation to send abandoned cart emails, follow up with first-time buyers and offer product recommendations based on past purchases. The all-in-one system eliminates the need for separate email marketing and CRM tools, simplifies things.

Health and Wellness Providers (Chiropractors, Personal Trainers, Nutritionists)

A personal trainer can use Keap to have clients book sessions online, send reminders for upcoming appointments and follow up after each session to retain clients. The built-in CRM tracks each client’s preferences and progress for a more personalized experience.

Real Estate Agents

A real estate agent can use Keap to tag and segment leads based on property preferences, automate follow up emails and set reminders for property showings or closing dates. This keeps the agent on top of every deal without the manual work.

Nonprofits

A nonprofit organization can use Keap to segment donors, send personalized thank-you emails and set up automated reminders for recurring donations. This keeps the organization in touch with their donor base without the manual work.

Professional Services (Lawyers, Accountants, Architects)

An accountant can use Keap to send automated reminders for tax deadlines, manage client info and send invoices post-service. This keeps everything organized and ensures nothing gets missed while building stronger client relationships.

Keap CRM is industry agnostic. Its automation, lead management and email marketing tools can help small businesses in any sector run smoother so they can focus on what matters most: growing their business.

Conclusion: Is Keep CRM the Right Choice?

In my opinion Keap CRM is perfect for small businesses looking to simplify their operations and automate tedious tasks. Its ease of use, automation and all in one approach will save you time and money in the long run.

In this Keap CRM Review we’ve covered how its main features – sales automation, integrated marketing and lead management – can help you be more efficient and build better relationships with your customers. For service based businesses, e-commerce stores and professionals alike Keap allows you to simplify workflows and focus on growth. Yes the pricing may seem high at first but considering the long term value in terms of time saved and efficiency it’s worth it.

You may have concerns about setup time or pricing but once it’s set up the ongoing benefits far outweigh the initial drawbacks. The automation alone will get you back hours a week and the interface is so intuitive you won’t need training to get started.

If you want to scale your business without being overwhelmed with manual tasks try Keap CRM out. Try it free today.

Looking for other options before making a decision? Check out the next section on Keap CRM alternatives to explore some comparable tools.

Alternatives to Keap CRM

While Keap CRM is a strong choice for many small businesses, it’s always a good idea to explore alternatives that may fit different needs or budgets. Below are some alternatives that offer a clearly different value proposition, allowing you to make an informed decision based on your business’s unique requirements.

1. HubSpot CRM
HubSpot offers a free CRM with scalable options, making it a popular choice for businesses looking for a cost-effective solution that can grow with them. It’s particularly known for its robust marketing and sales tools, even at the free tier.

Read the Full Review.

Key Differences:

• Pricing: HubSpot’s base CRM is free, whereas Keap starts at $159/month. This makes HubSpot attractive for startups and smaller businesses with tight budgets.
• Automation: HubSpot’s free version lacks the advanced automation Keap offers in all its plans. To unlock similar features, you’d need to upgrade to one of HubSpot’s paid tiers.
• Customization: HubSpot offers more extensive customization options, which may be better for businesses with unique workflows or larger teams.

Who It’s For:
If you’re just starting out or want a free, highly customizable CRM that you can scale as you grow, HubSpot is a strong alternative. However, keep in mind that the free version is less feature-rich when it comes to automation, so you may need to upgrade if you require advanced automation like Keap offers.

HubSpot’s free CRM is highly rated for its marketing tools, but users often note that you need to move up the paid tiers to access comparable automation to Keap.

2. ActiveCampaign
ActiveCampaign is known for its advanced email marketing and automation features, making it a strong contender if you’re looking for a CRM with a focus on customer engagement and email workflows.

Key Differences:

• Email Marketing Strength: While Keap offers email marketing, ActiveCampaign specializes in this area, offering more robust and customizable email campaign features.
• Automation Complexity: ActiveCampaign allows for more complex and intricate automations compared to Keap. If your business requires highly detailed workflows, this may be a better fit.
• CRM Features: ActiveCampaign’s CRM is not as comprehensive as Keap’s. If you’re looking for an all-in-one solution that includes invoicing and appointment scheduling, Keap may still be the better option.

Who It’s For:
ActiveCampaign is ideal for businesses that heavily rely on email marketing and need advanced automation features. However, if you need a broader CRM platform that covers everything from invoicing to appointment booking, Keap is the more complete package.

ActiveCampaign is widely praised for its email marketing capabilities, but some users mention that it lacks the full CRM functionality that Keap offers in one system.

3. Zoho CRM
Zoho CRM is another affordable option that offers a comprehensive suite of tools, making it suitable for small to medium-sized businesses. Its pricing is competitive, but the trade-off is a steeper learning curve.

Key Differences:

• Price: Zoho CRM’s pricing starts at $14/user/month, making it one of the most affordable options on the market. However, it doesn’t offer the same level of built-in automation as Keap unless you upgrade to higher tiers.
• Ease of Use: While Keap is praised for its user-friendly interface, Zoho can feel more complex to navigate, which may require more setup time and training for users.
• Features: Zoho offers a more modular approach, allowing you to add tools like email marketing or invoicing as you grow. Keap provides everything in one platform from the get-go.

Who It’s For:
Zoho CRM is ideal for budget-conscious businesses that need flexibility and are willing to invest time in setting up and customizing the system. If you’re looking for an all-in-one, ready-to-go solution with a focus on automation, Keap would be a better choice.

Zoho’s users appreciate its wide range of features and affordability, but many note that it can be complicated to set up compared to simpler CRMs like Keap.

Conclusion: Why Keap CRM Stands Out

While alternatives like HubSpot, ActiveCampaign, and Zoho CRM offer some great features, Keap CRM delivers the best all-in-one solution for small businesses. Its automation tools, ease of use, and integrated marketing, sales, and payment solutions set it apart. If you’re looking for a CRM that can handle everything without needing add-ons or extensive customization, Keap is the clear winner.

Ready to see how Keap CRM can transform your business? Give it a try and take advantage of the automation and simplicity it offers.

Keep CRM FAQ

1. Is Keap CRM hard to set up?
   Keap CRM is user friendly but the initial set up can take some time especially if you have a lot of data to import or complex workflows to automate. But Keap has tutorials, a setup guide and customer support to get you up and running quick.

---

2. Can I customize Keap CRM to my business?
   Yes, Keap CRM has some customization options like tagging contacts, building automation workflows and custom fields. Not as much as other CRMs like Zoho but for most small businesses the default options and flexibility is enough.

---

3. Is Keap CRM worth the money?
   For businesses that need an all in one solution for CRM, email marketing, automation and invoicing Keap CRM’s pricing is justified by the time saved and increased efficiency. The investment will pay off in the long run especially if you’re looking to automate manual tasks.

---

4. How does Keap do customer support?
   Keap has 24/7 customer support via phone, email and chat. They also have a knowledge base, webinars and community forums where you can find additional help. Customer reviews rave about Keap’s responsive and helpful support team.

---

5. Can I use Keap CRM on my mobile?
   Yes, Keap has a mobile app for iOS and Android where you can manage contacts, appointments and tasks on the go. This is super helpful for business owners who need flexibility and access to their CRM away from their desk.

---

6. Does Keap CRM integrate with other tools?
   Keap integrates with many third party tools including QuickBooks, Gmail, Outlook, Zapier and WordPress so you can connect it with other tools you already use in your business.

---

7. Is Keap CRM for large businesses?
   Keap CRM is designed for small to medium sized businesses. While it can handle growth and scaling to a certain point large enterprises with complex workflows or custom requirements may find it limiting compared to other CRMs like Salesforce or HubSpot’s higher tiers.

---

8. How does Keap compare to other CRMs?
   Keap stands out for its simplicity, automation and being an all in one platform. Compared to HubSpot or ActiveCampaign Keap is better for small businesses that need to streamline their operations without juggling multiple tools. But if you’re looking for more customization or lower cost solutions then other options may be more suitable.

---

9. Can I try Keap?
   Yes, 14 day free trial. 😊️️️️️