Features, Pros & Cons – Forbes Advisor – Technologist

Keap is a feature-rich sales and marketing automation software that offers a CRM to help businesses better manage their contacts, time-saving automations, email marketing, reporting and more. Together, Keap helps businesses organize leads, foster relationships and generate sales.

CRM

Keap has a very modern and robust contact management system where users can quickly search and view contacts, call, text or email with a click, add a note or create a new task. It also uniquely has tools where users can essentially score leads based on their interest level, giving sales teams a way of prioritizing leads and focusing first on those that are most likely to convert. It also includes robust analytics, which includes factors, such as how many times a contact has visited your website, their sales activities and more―all of which can be baked into your reports.

Automations

Unlike your average CRM, which offers a handful of sales and marketing automations, such as email campaigns and basic workflows, Keap has one of the largest lists of automations in the market. In addition to the more commonplace automations one would expect from a CRM, it also has some unique options, including those that deploy based on specified conditions and triggers. For example, automations can be triggered upon scheduling (or canceling) an appointment, when a product is purchased, when a deal enters (or exits) a stage, when a quote or invoice is sent and when an invoice is paid―or not. It offers a vast amount of customization, giving users the ability to create highly customized workflows that truly work for them.

Email Marketing

For many CRMs, email marketing is very simplistic and limited to sending very basic emails with a very limited feature set. However, Keap offers sophisticated email marketing software that rivals the leading email marketing platforms, such as Mailchimp and Zoho Campaigns. It offers a user-friendly interface, modern templates to help users quickly get started and it offers a wide range of triggers based on both data and customer behavior. Additionally, it comes complete with A/B testing, analytics and reports to help users optimize their email campaigns.

Reporting

While reporting is a standard feature of CRMs, Keap’s reporting feature stands out as it offers a depth of insights that is anything but commonplace. For example, while most include basic insights, such as number of new leads and contacts, the number of deals closed or projected sales revenue, Keap dives deep into variables, such as reviews, appointments, quotes and conversions by audience segment, stage or email clicks. On top of that, it gives users over a dozen prebuilt reports and trackers to choose from. With this level of granularity, data-driven businesses can make more informed decisions, create more effective strategies and fuel business growth.