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Keap CRM: The Ultimate Tool for Small Business Growth

Overview:

Keap CRM, previously known as Infusionsoft, is a comprehensive customer relationship management platform tailored for small businesses and newcomers to the CRM world. It seamlessly combines sales and marketing automation, making it a go-to solution for budding e-commerce ventures.

Ease of Use:

Keap stands out for its user-friendly interface. It’s designed for those who might not be experts in CRM or sales pipelines. With pre-built sales pipeline templates and intuitive automations, users can swiftly set up and navigate the platform. Plus, its drag-and-drop features make organization a breeze.

Features:

Automation: Keap offers pre-made templates to automate repetitive tasks, from sending notifications to email follow-ups.
Lead Scoring: With the Max plan, users can assess and prioritize leads based on engagement, ensuring focus on the most promising prospects.
E-Commerce Payments: The platform supports native invoicing and payment processing, with integrations for popular payment gateways like PayPal and Stripe.
Integrations: Keap boasts compatibility with over 2,500 software applications, making business operations smoother.

Pricing:

Keap offers two primary plans: Pro and Max. The Pro plan starts at $129/month (billed annually) for two users and covers 1,500 contacts. The Max plan, priced at $199/month, includes three user seats and caters to 2,500 contacts. Additional seats for both plans are available at $29/month per seat.

Customer Support:

Keap provides commendable customer support, including weekday phone support and 24/7 chat assistance. Every plan comes with a dedicated success manager, ensuring users get the most out of the platform. Additionally, a wealth of self-help resources, from webinars to articles, is available for users.

Popularity:

Keap is gaining traction among small businesses, especially those venturing into e-commerce. Its ease of use and comprehensive features make it a preferred choice for many.

Pros:

Comprehensive sales and marketing automation in one platform.
Access to a dedicated customer success manager and round-the-clock chat support.
Efficient lead collection and scoring for a streamlined sales process.

Cons:

Some software integrations come with additional monthly fees.
The free data migration is somewhat limited.
Contact-based pricing can become costly as the contact list expands.

In Practice:

For online businesses, Keap CRM can be a game-changer. Its automation features save time, while its lead scoring ensures focus on the most promising prospects. E-commerce businesses, in particular, can benefit from its invoicing and payment features, streamlining the sales process and enhancing customer experience.

Overall Rating:

4.5/5 – Keap CRM offers a robust set of features tailored for small businesses, especially in the e-commerce sector. Its ease of use and comprehensive support make it a top choice, though its pricing structure might be a concern for rapidly growing businesses.