What is Keap CRM?
Keap CRM is a cloud-based CRM software designed for small businesses to manage customer interactions throughout the customer lifecycle, from lead capture and conversion to customer retention and upsells.Formerly known as Infusionsoft, Keap CRM is an all-in-one sales and marketing automation platform that offers a variety of features, including lead capture forms, email marketing, appointment scheduling, payment processing, and customer segmentation.
How does Keap CRM work?
Keap CRM helps businesses automate their sales and marketing processes by providing a centralized platform for managing customer data, interactions, and workflows.The software is designed to integrate with a variety of third-party tools, such as social media platforms, landing page builders, and accounting software, to provide a seamless experience.To get started with Keap CRM, businesses will need to create an account and set up their preferences and workflows. From there, they can create and manage customer records, create marketing campaigns, schedule appointments, and track sales.
Features of Keap CRM
Keap CRM offers a wide range of features that can help businesses improve their sales and marketing efforts. Some of the key features of Keap CRM include:
Lead Capture Forms
Keap CRM offers customizable lead capture forms that businesses can use to capture leads from their website, social media, or other channels. These forms can be integrated with an email marketing campaign to help businesses nurture leads and convert them into customers.
Email Marketing
Keap CRM offers robust email marketing tools that businesses can use to create and send targeted messages to their prospects and customers. The software allows businesses to create personalized emails, track email open and click-through rates, and automate follow-up messages.
Appointment Scheduling
Keap CRM offers a built-in appointment scheduling tool that businesses can use to schedule appointments with their prospects and customers. The tool allows businesses to send appointment reminders, accept payments, and automate follow-up messages.
Payment Processing
Keap CRM offers integrated payment processing tools that businesses can use to accept payments and manage their invoicing and billing processes. The software integrates with popular payment gateways, such as Stripe and PayPal, to provide a seamless payment experience.
Customer Segmentation
Keap CRM allows businesses to segment their customers based on their behavior, interests, and demographics. This can help businesses create targeted marketing campaigns that resonate with their audience and improve their overall marketing ROI.
Sales Pipeline Management
Keap CRM offers a comprehensive sales pipeline management tool that businesses can use to track their sales activities and manage their sales team. The software allows businesses to create custom sales stages, track deals, and automate sales tasks.
Benefits of Keap CRM
There are many benefits of using Keap CRM for your business, including:
Improved Sales
Keap CRM can help businesses improve their sales by providing a centralized platform for managing their sales processes. The software can automate sales tasks, provide real-time insights, and help businesses close deals faster.
Better Customer Engagement
Keap CRM can help businesses improve their customer engagement by providing a seamless experience across multiple channels. The software allows businesses to automate follow-up messages, create targeted marketing campaigns, and build stronger relationships with their customers.
Increased Productivity
Keap CRM can help businesses increase their productivity by automating repetitive tasks and providing real-time insights into their sales and marketing processes. This can help businesses save time and focus on growing their business.
Improved ROI
Keap CRM can help businesses improve their marketing ROI by providing real-time insights into their marketing campaigns, allowing businesses to optimize their campaigns for better results.
Who is Keap CRM for?
Keap CRM is designed for small businesses that need an all-in-one CRM solution to manage their sales and marketing efforts. The software is ideal for businesses in the service industry, such as consultants, coaches, and agencies.
How much does Keap CRM cost?
Keap CRM offers three pricing plans, including:
Keap Grow
The Keap Grow plan starts at $79 per month and includes features such as contact management, appointment scheduling, and email marketing.
Keap Pro
The Keap Pro plan starts at $149 per month and includes features such as sales pipeline management, automation, and reporting.
Keap Max
The Keap Max plan starts at $199 per month and includes features such as advanced automation, custom user permissions, and integrations.
Conclusion
Keap CRM is a comprehensive and powerful CRM software designed to help businesses streamline their sales and marketing processes, nurture leads, and grow their customer base. With its robust features, integrations, and pricing plans, Keap CRM is an excellent choice for small businesses looking for an all-in-one CRM solution.