Keap CRM Assessment: Options, Pricing, Execs & Cons


Keap CRM’s quick information

Beginning value: $249/mo.

Star score: 3.4/5

Key options:

  • Lead scoring and prioritizing. 
  • Quotes, invoices and fee.
  • 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, Keap additionally has industry-specific adaptability for monetary companies, together with advisors, consultants and accounting corporations, nonprofits, actual property and advertising companies. Keap provides a singular pricing construction that’s primarily based on the variety of anticipated contacts per two customers, with any further customers at a value.

Beneficial Various: Pipedrive

For those who’re involved about Keap’s price and pricing construction, I like to recommend wanting into Pipedrive for its easy subscriptions and intuitive course of constructing. Moreover, Pipedrive may be applied into area of interest industries comparable to monetary companies, authorities and extra.

Keap CRM’s pricing

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

Keap CRM’s key options

Appointment scheduling

Keap provides 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 e-book conferences, consultations and companies straight, this function will activate automated comply with ups.

Keap appointment scheduling feature.
Lead appointment reserving function 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 e-mail campaigns may be created and deployed straight by the Keap platform, and customers can monitor info comparable 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 metrics at your fingertips to make good enterprise selections. Keap provides a wide range of information 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 give attention to constructing consumer relationships. Moreover, they’ll ship textual content and e-mail to leads as quickly as they fill out a kind on the enterprise web site or social media. Keap additionally provides a sophisticated gross sales automations builder that enables customers to customise gross sales and advertising processes to create predictable, repeatable progress with superior nurture sequences and personalization response triggers.

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

Keap CRM professionals and cons

Execs
Cons

  • Affords onboarding and information migration help.
  • Gives 24/7 chat help and a devoted buyer success supervisor.
  • Affords a singular CRM resolution 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 basic CRM suppliers.

Options to Keap CRM

Since there are various kinds of CRM software program, it’s vital to contemplate different comparable alternate options to any supplier when doing analysis. I contemplate understanding basic CRM pricing and your personal enterprise’ allotted funds, plus key options you realize you’d use.

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

Software program Keap EngageBay HubSpot Capsule
Advertising 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 value $249 per 2 customers monthly $13.79 per person monthly $15 per seat monthly $18 per person monthly
*Worth when billed yearly.

EngageBay

Engagebay is an all-in-one CRM supplier that additionally provides a advertising, helpdesk and reside chat resolution. Each EngageBay and Keap provide superior advertising instruments comparable to e-mail advertising, templates, touchdown web page builders and extra. Keap does provide extra fee, quotes and invoicing instruments than EnagageBay.

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

HubSpot

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

For extra particulars about this supplier, learn our impartial HubSpot evaluate

Capsule

Capsule is straightforward on-line CRM software program that provides 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 possibility. Keap does, nonetheless, provide an extra {industry} specialization for rising franchises.

Take a look at our Capsule evaluate for extra comparable to high options and a pricing breakdown. 

Assessment methodology

As a way to successfully evaluate Keap and its resolution, I used an in-house rubric of standards we outlined as most vital when evaluating basic CRM suppliers. Subsequent, I in contrast Keap towards {industry} requirements in that scoring instrument. I relied on Keap’s on-line assets, neighborhood boards and actual person suggestions to summarize Keap’s high options and excellent use circumstances.

Beneath is the precise breakdown of the factors I used to evaluate Keap CRM:

  • Price: Weighted 25% of the overall rating.
  • Core options: Weighted 25% of the overall rating.
  • Customizations: Weighted 15% of the overall rating.
  • Integrations: Weighted 15% of the overall rating.
  • Ease of use: Weighted 10% of the overall rating.
  • Buyer help: Weighted 10% of the overall rating.

SEE: For extra details about how we evaluate CRMs, learn our CRM evaluate methodology web page

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