What is Keap?

Keap is a comprehensive CRM and business automation system specifically tailored for small businesses, integrating CRM, marketing automation, sales tools, and payment processing. Formerly known as Infusionsoft, it’s designed to help coaches manage complex sales processes and client relationships at scale.

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Who is it for?

Keap is suitable for new coaches who anticipate rapid scaling and require a robust, integrated CRM and marketing automation system. It’s ideal for coaches with complex sales processes, those managing a growing team, or coaches who are willing to invest in a more expensive solution that involves a learning curve for long-term business growth.

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Pros

• Comprehensive CRM and automation capabilities for advanced client management
• Strong sales and marketing automation with extensive email templates and text messaging
• Robust sales pipeline management tools for tracking client acquisition
• Analytics and reporting tools for detailed business insights
• Mobile app for managing business on the go
• Effective for tracking clients and managing complex sales funnels

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Cons

Higher cost compared to alternatives starting at $79/month for 500 contacts. Complex platform with significant learning curve for new users. Mixed customer support experiences reported by users.

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Is it worth it?

Keap delivers exceptional value for coaches ready to invest in comprehensive business automation and client management for their online coaching app. While the $79/month starting price is substantial, the robust CRM and automation capabilities can significantly improve efficiency and client tracking as your coaching business tools expand. Best for coaches who need advanced sales pipeline management and are committed to mastering a powerful but complex system. Consider the learning curve and potential setup fees before committing.

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CRM Details

Comprehensive CRM with marketing automation, sales pipeline management, email templates, text messaging, and lead management tools.

Keap Platform Review

⸻

What is Keap?

Keap is a comprehensive CRM and business automation system specifically tailored for small businesses, integrating CRM, marketing automation, sales tools, and payment processing. Formerly known as Infusionsoft, it’s designed to help coaches manage complex sales processes and client relationships at scale.

⸻

Who is it for?

Keap is suitable for new coaches who anticipate rapid scaling and require a robust, integrated CRM and marketing automation system. It’s ideal for coaches with complex sales processes, those managing a growing team, or coaches who are willing to invest in a more expensive solution that involves a learning curve for long-term business growth.

⸻

Pros

• Comprehensive CRM and automation capabilities for advanced client management • Strong sales and marketing automation with extensive email templates and text messaging • Robust sales pipeline management tools for tracking client acquisition • Analytics and reporting tools for detailed business insights • Mobile app for managing business on the go • Effective for tracking clients and managing complex sales funnels

⸻

Cons

Higher cost compared to alternatives starting at $79/month for 500 contacts. Complex platform with significant learning curve for new users. Mixed customer support experiences reported by users.

⸻

Is it worth it?

Keap delivers exceptional value for coaches ready to invest in comprehensive business automation and client management for their online coaching app. While the $79/month starting price is substantial, the robust CRM and automation capabilities can significantly improve efficiency and client tracking as your coaching business tools expand. Best for coaches who need advanced sales pipeline management and are committed to mastering a powerful but complex system. Consider the learning curve and potential setup fees before committing.

⸻