Keap

Overview

As a startup founder or small business owner, everyone finds it difficult to manage all the processes undergoing in the chain and also keep building leads. This is where keap comes in and automates a majority of processes in the whole business chain. keap was launched in 2001, initially with a different name and motive. But as a new startup, founders found out how they needed team management, customer relations and lead building. All of this gave a spark to the present company keap. It provides a single place for all the customer details, and daily tasks, and even automates processes like customer support. Even during the pandemic, they grew as a company in terms of providing support to budding businesses and startups. They have a cloud-based platform that works on customer segments, business campaigns, personalized communications, email tracking, etc. keap is here for small businesses to build their online customer base. 

About keap 

keap, as a company, is on the mission to help entrepreneurs grow their businesses without any chaos. For this purpose alone, they have built a cloud-based algorithm that automates the process of lead building, customer support and even task assignment to the employees. In 2001, the company originated as Infusionsoft which is still the parent company behind keap. They provided consultancy services and support to small businesses and startups. With continuous growth and client building, the company then turned to keap in 2018. As a brand new product, keap offers a complete package of customer relationship management (CRM). The main motive of this company is to provide integrated solutions in the client's work to automate client relations building. It includes sending out emails, managing the inventory and incoming payments, sending quotes, generating invoices and receipts, following e-commerce services provided by the client, etc. keap works towards helping their clients turn prospects into leads and then into happy customers. According to the stats for 2021, the company has already sent out 28.5B emails to the clients. The company has 51.6K automations in publication, 115.2K users, 27.5K active customers and 1284 new features for better CRM. There are multiple tasks that keap automates for easing the lives of business owners and thus increasing their business. Brilliant minds like entrepreneurs should not be put on finding out leaks in the customer support system or going out to build leads. They are required to find new business opportunities and services, thus keap works on the other prospects to make their client grow in size. As the next step for Infusionsoft, keap is focusing on building its clientele from multiple niches and expanding its services into automation of demand and supply chain, customer query support, etc. They are building themselves as a one-stop solution for all CRM needs of small businesses and startups. 

What does the company provide? 

Multiple services act as cloud-based features for the clients. keap has a strong team for support and the clientele gets the best of all these services. 

1. Customer Relationship Management 

As the flagship service from keap, CRM works as the one true agenda for the company. The clients get to access all their customer details and other support information on their devices. This is primarily because of the cloud-based algorithm that keap uses. keap provides automated sales tracking and marketing tactics for increasing the customer base. The keap team helps build a customer base for their clients by automating several tasks, distributing the leads, managing calendars, etc. 

2. Automation 

Another one of the top services that keap provides is the automation process. It makes sure that the customer queries get a response from the company on time. Through this automation feature, the company can send out promotional emails, perform follow-ups, collect payments automatically, promote social media posts, and even perform email marketing. Clients can get a completely automated workflow using keap. 

3. CRM analytics 

Clients get a centralized dashboard for keeping a track of how their CRM program is running. The insight of this data provides a basis for business owners and founders to mould their strategies. Stats of lead creation, follow-ups, public engagement, click-through, etc are all provided in the form of charts and statistics. 

4. Sales Pipeline 

keap offers customized sales pipeline options to curate the status of every deal in one place. Through the cloud-based platform, customers can sync CRM with their sales pipeline. This gives insight into successful lead conversion. 

5. Integrations 

Social media and emails are two of the strongest parts of getting leads. keap provides services to integrate client services with social media and promotes their content. Similarly, automated emails to create leads are a useful feature from keap. 

6. Mobile Application 

Every founder or business owner would want their business stats on their device. The mobile app from keap keeps the owner updated about the CRM performance, asks for automation of message replying and also stores notes on the device after an important meeting. In case of urgent updates, business owners also get proper updates through the app. 

7. Marketing and Payment Management 

Through keap, clients get to choose custom email templates for business and sales purposes. Email marketing is a salient feature that helps automate the process of responding to customers and even lead creation. Similarly, the payment management system keeps a track of all the sources that require to pay the business. Automated alerts about pending payments are sent by the platform with the pay now option as well. 

8. eCommerce tools 

Online order forms, digital shopping carts, discount features, promotional services, affiliate programs, referrals, etc are some of the basic tools that keap provides to upshift the eCommerce game for the clients. The algorithm even suggests the leads with the highest business probabilities for successful lead conversion. 

9. Pricing 

Depending on the services and client size, there are multiple plans offered by keap. Clients can choose the Lite package as a beginner which costs $40 for the first three months. It includes 500 leads and 1 central user. For clients that understand CRM and want to unlock all the salient features, Pro and Max packages are available at $80 and $100 for the first three months respectively. After three months, the prices change to $79, $159 and $199 each for the three packages. 

Pros and Cons 

1. Pros 

• An advanced marketing platform and experience for clients. 

• It provides action-based segments for lead creation. 

• The mobile app is simple and easy to use. 

• Tag-based CRM assists in categorizing fields. 

• Third-party integrations and customizable email templates provide great marketing opportunities. 

• Automatic payment follow-ups for the clients. 

• Allows personalized client communication and stores client history as well. 

• Automated market flow provides great lead generation as well as customer support. 

2. Cons 

• It can be a bit much for non-technical people. 

• New tabs and services can be added to the dashboard, but the pre-existing ones cannot be removed even if they are of no use. 

• Saving the work information is important, or it is lost. 

• WordPress integrations can be quirky. 

• The campaign Builder option does not work with Mozilla Firefox. 

• There are limitations to the search option from keap. 

• There is a requirement for professional training first, before using keap’s platform. 

Conclusion 

A lot of hurdles are posed in front of a founder or small business owner during the initial days. One of the biggest problems is customer relations and the creation of leads. All of this gets tossed away with a collaboration of keap’s services to a business. Automated payment collection, email marketing, lead creation and conversion as well as insight on business performance are some of the features that provide better business opportunities to the clients. keap delivers the best CRM services at an affordable price. Also, the services get updated according to the client's requirements. Clients also get the advantage of getting personalized data on the dashboard along with multiple other customizations for lead building. So, it can be concluded that keap has kept up with its parent company’s vision and is providing a platform for small businesses to prosper.