Keap (formerly Infusionsoft)

Keap (f/k/a Infusionsoft) is an automated marketing, sales, and CRM software for small businesses for managing your emails and other customer interactions.

Keap (formerly Infusionsoft) Rating:
3.8/5

Features

  • Customer Experience & Support - 6.25/10
    6.3/10
  • Pricing & Value - 6.5/10
    6.5/10
  • Security - 10/10
    10/10
  • Innovation & Future-Proofing - 7.75/10
    7.8/10
7.6/10
Details

Rating Breakdown

Our Rating: 3.8/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

Who Keap is For

Keap is best suited for law firms with sophisticated marketing automation needs. While you can use Keap as a CRM, that is not its strength.

Keap Features

Website
keap.com
Apps
  • Web
Starting Price
$49/user/month + $499 one-time setup fee
Free Trial
Automated Workflows
A core feature of marketing automation software and many intake and CRM tools is the ability to automate workflows like follow-up emails after a potential client inquiry, pre-consult questionnaires, new client onboarding, and more.
Appointment Scheduling
With appointment scheduling, you can connect your calendar and let potential clients pick consultation slots right from your website.
Calendar Sync
Sync up your calendar so you can see associated appointments when viewing a potential client's record.
Email Templates
Building out your marketing workflows is quicker and easier if you have templates to work from.
Email Sync
Sync up your email account so you can see emails sent or received when viewing a potential client's record.
Text Messaging
While email is a fairly standard part of most software, your clients may prefer text messaging. If so, you'll want to keep track of them in your software so you can see your conversations associated with potential clients.
Document Templates
When it comes to intake questionnaires or engagement letters, a template can help get you up and running with your software more easily.
eSignatures
Allow clients to sign and return documents quickly, using their computer or phone—but not a printer.
Analytics
See reports like the number of clients in each stage of your marketing or intake process, or the return on investment from your various marketing investments.
Software Integrations
  • 100+

Things You Might Want to Know

F/K/A Infusionsoft. In early 2019, Infusionsoft rebranded as Keap. Same software, new name and logo.

Marketing and sales. Most of Keap’s features, including its CRM features, cater more toward marketing and sales objectives rather than true client relationship objectives. Because many of its functionalities are geared towards sales and marketing campaigns, there will be a lot of bells and whistles that attorneys won’t necessarily need with this software.

Reporting. Even without taking advantage of its sales and marketing features, Infusionsoft offers detailed administrative and billing reports to help you gauge the success or pain points of client interaction, client communication, and invoicing.

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