What is Keap?

Keap is an all-in-one, CRM, sales and marketing platform designed to help small business like you grow, improve customer service and increase sales.

For any small business looking to become more profitable, scale and/or grow, then a CRM and marketing automation system is a must.

What is Keap?

Keap, formally known as Infusionsoft, is one of the pioneering companies starting in 2001 delivering sales and marketing automation for small business.  Not only is Keap a company, Keap also forms the name of all the products in the Keap product suite.  For more details on their journey and the renaming of Infusionsoft, see the announcement here

Who Is Keap For?

Keap products are designed primarily but definitely not restricted to service based small businesses.  Some of the types of businesses we’ve worked with include Coaches, Consultants, Speakers, Authors, Educators and Professional Service Providers in a variety of industries including Finance, Property, Health & Well Being, Marketing, Photographers, NDIS, Startups and more.

Why Keap?

Keap is not a new player.  Having been around since 2001, they were one of the original companies helping small business automate, but they are still here and still innovating 🙂

As one of the pioneers in the customer relationship management (CRM), email marketing and automation spaces for small business, Keap truly does believe in helping small businesses succeed.

Keap recognises the challenge of running a business.  It can be tough.  Some of the common pains experienced by small businesses before they use Keap are:

  • Struggling for time and finding it hard to keep up leads and customers.
  • Database is a mess and needs better segmentation and organisation to connect with contacts better.
  • Leads are coming in but falling through the cracks because you can’t keep up or not automating follow up.
  • To-do lists are everywhere and often forgetting to complete important tasks.
  • Using a variety of different systems that don’t talk to each other creating extra work.
  • Lack of visibility of leads, sales opportunities and customers.
  • Having to manually repeat the same follow-up task again and again, creating hours of extra work and not creating a consistent customer experience.
  • The ability to communicate on mass with a segment of your list, add value and sell generating additional revenue
  • And more…

There are times no doubt in your small business you may feel this too… It can get really overwhelming and you’ve probably thought, even just for a second, is it really worth it? 

But, you know there has to be a better way.

It doesn’t need to be that hard!!

Keap has been designed with the growth minded business owner at heart to help them on this journey to take advantage of a CRM, automation and email marketing system to help them grow.

Want to chat about your specific needs?  Click here to book a call.

The Keap Product Family

Keap offers four core products:

  • Keap Max Classic (formerly Infusionsoft)
  • Keap Max
  • Keap Pro
  • Keap Lite

Here’s how they all fit together.

Keap Product Family Suite

Here’s a breakdown of the particular products, their background and who they are designed for.

Product NameBackgroundWho This Is For
Keap Max ClassicFormerly Infusionsoft has been around since 2001 and is the most powerful of the Keap product suite.For established businesses and teams with custom needs - CRM, advanced automation, advanced e-commerce and sales team functionality to grow your online revenue.
Keap MaxLaunched in 2021 to take the best elements in Keap Max Classic with a user-friendly interface.For established businesses and teams - CRM, core e-commerce functionality, sales pipeline and advanced automation to grow your online revenue.
Keap ProNew product was launched in 2019.For growing businesses with custom needs - CRM, create automated, repeatable sales processes and marketing campaigns to save time and increase sales.
Keap LiteNew product was launched in 2019, was previously known as Keap Grow until February 2021.For solopreneurs and new businesses - CRM, simple automation, and email tools to get organised, automate follow-up, and close more deals.

What Does Keap Do?

The functionality available in Keap does vary depending on which version (and new features and updates are being released every week), but here is a high-level summary of the main functionality covered:

FunctionalityKeap Max Classic
(formerly Infusionsoft)
Keap MaxKeap ProKeap Lite
Lead CaptureYesYesYesLimited
CRMYesYesYesYes
Email BroadcastsYesYesYesYes
Automated Follow UpYesYesYesLimited
Sales Pipeline / OpportunitiesYesYesYesYes
E-commerceYesYes*LimitedLimited
AffiliatesYesNoNoNo
Other Cool Stuff!+YesYesYesYes

*Australian users there may be some limitations depending on how you want to use E-commerce, happy to chat to you about this to make sure it fits your requirements – book a call here.

+ Other cool features in some of the versions above:

• Landing page builder
• Internal forms
• Appointment booking links
• Automate appointment reminders
• Email templates
• Nudges to remind you to follow up
• Company records
• Campaign builder
• Tax invoices
• Lead scoring
• Lead source tracking
• Sales team functionality
• Reporting
• API
• More…

Curious to see if one of these tools can help your business grow?  Check out the Keap Pro Free Trial, or book in an obligation free call with Mandy.

Keap Pricing

Please note, as a Certified Reseller of Keap, I have access to Australian pricing, special bonuses and other offers to help our users get started with any of the Keap platforms.  Feel free to book in a chat here, happy to chat further about your specific needs and the best deal you can get for Keap today.

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