Keap review

Keap Review: Marketing Automation Software

In Automation, Content Marketing by KathrineFLeave a Comment

Want an honest review about one of the world’s most powerful marketing automation software platforms – Keap (Infusionsoft)? You got it!

Here’s what you’ll read today:

  • A quick primer on Keap (Infusionsoft)
  • Powerful automation capabilities
  • Visual builder possibilities
  • Robust sales options
  • Competitive analysis
  • How to SAVE $$!

What makes Keap different from other software?
Why make an investment in Automation Software?

We hear questions like these a lot – and for good reason. Small business owners want to be sure that what they’re investing in will generate a strong ROI.

From one small business owner, to another, here’s our straightforward review of Keap…

A Quick Primer on the World-Famous Marketing Automation Platform

Keap (formerly Infusionsoft) is a dynamic sales and marketing automation platform. This software incorporates:

  • email and text marketing
  • customer relationship management (CRM)
  • e-commerce sales
  • robust analytics
  • Plus, it integrates with many other popular software platforms.

But marketing automation isn’t a monopoly – there are many options out there for you to choose from. So, why do we like Keap? There are several reasons, but here are the top 3 we find most compelling for consultants and coaches:

  1. Advanced automation capabilities
  2. Intuitive visual builder
  3. Robust sales options

Keap’s Powerful Automation Capabilities

Many of the email marketing automation programs on the market have severe limitations. Either they nickel and dime you to get the really good features, or they just don’t have the ability to build what you need.

Keap excels in the art of marketing automation. The automation interface feels limitless. If you can think it, there’s likely a way to build it with Keap.

Think about being able to easily build basic website contact forms that automatically segment your list. Or the ability to customize follow-up email or text messages based on actions taken (or not taken) to drive more sales. In whatever way makes sense to you, Keap gives you the ability to create multi-level automations.

Keap’s Easy, and Intuitive, Visual Builder

Most of the email marketing software on the market today can create some form of automated sequencing; however, they are not all created equally. And they are not all easy to create (or re-create).

Many require you to navigate to 3 or 4 different areas within the software to complete all the automation steps needed – forms, automation steps, email sequences, etc…

Keap keeps it simple and easy. Automations are built from start to finish all on one ‘canvas,’ where you can visually see the progression and monitor the progress of each contact.

Here’s a visual example of a simple scheduling request automation in Keap:Keap review

This particular automation starts with a form that is embedded on your website. It collects pertinent information about new contacts that are interested in scheduling a consultation.

After they submit the form, Keap sends them an email acknowledging their interest and shares a link to schedule a meeting with you. In addition to adding this new contact to your database and communicating back to them, this automation also records their marketing preferences, industry, and primary interest for list segmentation purposes.

Here are a few more examples of marketing automation in action.

Enjoy Robust Sales Options

The majority of the common email marketing platforms on the market do not support integrated e-commerce options and sales tools. At best, they may offer the ability to create a very basic ‘product’ for sale or integrate with another platform like Stripe or PayPal for online selling options.

While there are ways to work with these options, the limitations can severely inhibit creativity when it comes to product or service creation and fulfillment.

Keap offers the ability to truly create products and services within the software. This means your marketing, sales, payment, fulfillment, and follow-up are all in one place and all part of the same automations.

This level of integration allows you to go beyond the simple sell and deliver process. You can:

  • offer memberships with ongoing engagement
  • send reminders to buyers that may not have accessed a purchase
  • follow-up on abandoned cart situations
  • better track exactly what actions are driving sales

How does Keap compare?

Wondering how Keap measures up against their many competitors? Check out their comprehensive comparison page that makes the case clearly.

For instance, compared to:

  • ActiveCampaign, KeapPro offers a dedicated account manager, a dedicated business line, plus quotes, invoices & payments features; Active Campaign does not.
  • Constant Contact, Keap offers 1:1 & automated text messaging, full CRM and task management features; Constant Contact does not.
  • MailChimp Premium, Keap offers task management and full CRM features; MailChimp does not.

Still not convinced? These stats make a strong case in favor of Keap:

  • 84% of Keap customers saw an increase in clients
  • Keap customers typically save 10 hrs a week
  • Keap is rated 9 out of 10 in customer service

Trusted Keap Certified Partners

Keap Certified Partner for consultants and coaches | Infusionsoft Certified Partner for consultants and coaches

We have been using Keap (formerly Infusionsoft) to create marketing and sales automations for our clients since 2010.

As Keap Certified Partners, we can help answer any questions you may have, and even get you a discount if you decide to make the investment in this software.

For example… want Keap Ultimate with up to 5,000 contacts for just $219/mon? (a savings of $65/mon!) Click Here!

Or contact us to schedule a consultation so we can discuss all your options.

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