Keap CRM: A Detailed Review for Small Businesses
- Code Scaleup
- April 18, 2025
- No Comments
Keap (formerly Infusionsoft) is a powerful CRM and marketing automation platform designed to help small businesses streamline sales, manage customer relationships, and automate marketing tasks. It is particularly popular among service-based businesses, solopreneurs, and small teams looking to grow without the complexity of enterprise-level tools.
Key Features
1. Customer Relationship Management (CRM)
Contact Management: Store and manage detailed customer profiles, including communication history, purchase behavior, tags, and notes.
Segmentation: Group contacts based on tags, behavior, or custom fields for targeted communication.
2. Sales Automation
Pipeline Management: Drag-and-drop sales pipeline to visualize deals and stages.
Task Automation: Automatically assign tasks based on deal stages or client actions.
Quotes & Invoices: Send customized quotes and invoices, track payments, and integrate with payment gateways like Stripe, PayPal, and others.
3. Marketing Automation
Email Campaigns: Build automated email sequences with templates and triggers.
Landing Pages & Forms: Create lead-capture forms and landing pages to collect data.
SMS Marketing: Send automated text messages as part of campaigns (available in some plans).
4. E-commerce Tools
Checkout Pages: Sell digital products or services with built-in checkout.
Order Management: Track orders and customer purchases.
Recurring Payments: Set up subscription billing easily.
5. Integrations & APIs
Integrates with apps like Zapier, WordPress, QuickBooks, Calendly, Shopify, and more.
Offers an open API for developers to build custom connections.
User Experience
Interface: Clean and user-friendly, though the learning curve can be steep for advanced features.
Mobile App: Available for iOS and Android for on-the-go access to contacts and tasks.
Support: Offers onboarding, webinars, tutorials, and responsive customer support.
Pricing (as of 2025)
Keap offers three main plans:
Keap Lite – Starts at ~$159/month
Ideal for solopreneurs; includes basic CRM, appointments, and email marketing.Keap Pro – Starts at ~$229/month
Adds automation, sales pipelines, A/B testing, and more.Keap Max – Starts at ~$289/month
Includes lead scoring, ecommerce, and advanced automation.
Note: All plans come with a set number of contacts and users, with additional costs for more.
Pros & Cons
✅ Pros
Excellent automation tools
All-in-one solution (CRM, email, e-commerce)
Great for service businesses and consultants
Helpful onboarding and support
❌ Cons
Pricing may be high for very small teams
Advanced features have a learning curve
Limited customization compared to some open CRMs
Best For
Coaches, consultants, and agencies
Service-based businesses with small sales teams
Entrepreneurs looking to automate follow-ups and marketing
Verdict
Keap is an excellent CRM choice for small businesses looking to save time and increase revenue through automation. While it may be a bit costly compared to simpler CRMs, the value it brings in terms of automation and customer lifecycle management can quickly pay off, especially for growth-focused businesses.
