Keap-arvostelu: hyvät ja huonot puolet, ominaisuudet ja hinnoittelu

Keap erottuu edukseen keskittymällä vahvasti pienten yritysten tarpeisiin ja tarjoamalla intuitiivisia automaatio- ja asiakkuudenhallintaominaisuuksia, jotka parantavat tiimisi tuottavuutta.

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Keap is an accounting CRM built for small businesses that need to manage client relationships, send invoices, collect payments, and automate follow-ups from a single platform. I'd consider it over HubSpot if your priority is getting up and running quickly without a lengthy implementation; Keap is designed for small teams, not enterprise deployments, so the setup is far more approachable. It's a solid fit if you want CRM and billing functionality working together without stitching multiple tools.

Keap Evaluation Summary

Keap combines CRM, accounting, and marketing automation for small businesses.
Customer rating

4.2/5

Pricing
  • From $299/month (billed annually)
  • 14-day free trial

Miksi luottaa ohjelmistosuosituksiimme

6,700+

Reviews

20

Industry experts

16+

Evaluation factors

14

Years

Tiimimme on testannut ja arvioinut ohjelmistoja vuodesta 2012 lähtien. Talousjohtajina tiedämme itse, kuinka vaikeaa — ja tärkeää — oikean ohjelmiston valitseminen on.

Tätä opasta varten arvioimme työkaluja käytännön testauksen ja itsenäisen tutkimuksen avulla, pisteyttäen työkalut valintakriteeriemme perusteella.

Arvostelumme perustuvat inhimilliseen toimitukselliseen harkintaamme, eivät myyntipuheeseen.

Keap Overview

In my opinion, Keap excels as an accounting CRM software and SaaS automation tool, particularly for small businesses needing a blend of CRM, accounting, and marketing tools. It stands out with its strong workflow templates, segmentation, lead scoring, and email campaigns, along with a user-friendly interface that reduces the learning curve. Compared to providers such as HubSpot, Salesforce, and Mailchimp, Keap's customer support is exceptional, offering quick and helpful responses via both phone and chat support. However, its pricing might be high for very small businesses. Overall, this Keap review finds the platform is best suited for entrepreneurs and small business owners who value optimized automation, checkout, and credit card processing in one solution.

Pros

  • Keap's automation functionalities save time by streamlining repetitive tasks.
  • The intuitive, user-friendly interface includes drag-and-drop tools and a clean dashboard.
  • Customer support is responsive and helpful.

Cons

  • It has limited customization and no-code flexibility compared to larger CRM providers.
  • Reporting lacks in-depth analytics and advanced A/B testing.
  • Some advanced automation functionalities may require time, training, and webinars to master.

Is Keap Right For Your Needs?

Who Would be a Good Fit for Keap?

Keap is ideal for small businesses, startups, and entrepreneurs seeking an easy-to-use marketing automation platform. If your team relies on follow-ups, lead capture, and email campaigns, Keap's automation helps optimize workflows. It's also great for teams that rely on Gmail, Outlook, social media, and SMS communication, with built-in SMS, phone number, and mobile app support. Keap's responsive customer support provides your team with quick assistance. For freelance consultants or boutique agencies, Keap has an intuitive interface that doesn't require extensive training, making it easy for your team to start using it right away.

  • Small Businesses
    Keap's automation, landing page builder, email builder, and simple interface make it perfect for small teams managing contacts and campaigns.
  • Entrepreneurs
    Keap offers tools for referral tracking, checkout, and email automation without requiring technical expertise. This helps you manage client relationships and automate marketing tasks without needing a large workforce.
  • Freelance Consultants
    Its intuitive interface allows you to manage client interactions smoothly without extensive training.
  • Boutique Agencies
    Keap's automation functionalities free up your team's time, letting them focus on creative work.
  • Sales Teams
    The built-in CRM tools support sales process management and help your team stay organized with client data and follow-ups.
  • Marketing Departments
    Keap's automation features streamline your marketing campaigns, saving time on repetitive tasks.

Who Would be a Bad Fit for Keap?

Keap might not be the best choice for large enterprises or teams that require complex API integrations, advanced workflow customization, or deep analytics. Teams needing enterprise-grade customization similar to Salesforce may find limitations.

  • Large Enterprises
    Keap's limited customization and reporting features aren't suited for your complex needs.
  • Data-Driven Teams
    If your team requires in-depth analytics, Keap's basic reporting may not meet your demands.
  • Tech Companies
    You may find Keap lacks the advanced integrations necessary for your tech stack.
  • Corporate Departments
    Keap's simplicity may not align with the complex processes your department might have.
  • Custom CRM Needs
    If you need a highly tailored CRM, Keap's customization options are likely too limited for your work.
  • Advanced Marketing Teams
    Your team may find Keap's automation insufficient for elaborate marketing strategies.

How We Test & Score Tools

We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.

Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.

Core Functionality (25% of final scoring)

The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.

Standout Features (25% of final scoring)

Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.

We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.

Ease of Use (10% of final scoring)

We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.

Onboarding (10% of final scoring)

We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.

Customer Support (10% of final scoring)

We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.

Customer Reviews (10% of final scoring)

Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.

Value for Money (10% of final scoring)

Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.

Core Features

Contact Management: Keap lets you organize and track your client interactions easily. Your team can access detailed contact information and history in one place.

Email Marketing: You can create and send targeted email campaigns with ease. Keap's templates help you engage your audience effectively.

Sales Pipeline: Track and manage your sales process with a clear visual pipeline. This helps your team stay on top of leads and close deals faster.

Task Automation: Automate repetitive tasks such as follow-ups and reminders. Keap saves your team time, allowing them to focus on more important work.

Invoicing: Keap simplifies your billing process by allowing you to create and send professional invoices with credit card payment support directly from the platform.

Payment Processing: Accept payments online through built-in payment processing, improving your cash flow.

Keap screenshot
Contact management centralizes client data and interaction history.

Ease of Use

Keap's user-friendly interface makes it easy to navigate. Its drag-and-drop tools simplify tasks such as automation and email marketing, reducing the learning curve. Compared to other accounting CRM software, such as HubSpot and Mailchimp, Keap stands out for its simplicity in managing contacts and sales pipelines. Users appreciate how quickly they can set up and start using the platform.

Keap screenshot
Keap is user friendly with drag and drop tools for quick CRM setup.

Integrations

Keap integrates with Gmail, Outlook, Graphly, Leadpages, Typeform, WordPress, AppointmentCore, and Instapage.

Keap also offers an API and Zapier integration, allowing you to connect to over 5,000 apps.

Keap screenshot
Keap integrates with email, forms, websites, and 5,000+ apps via Zapier.

Keap Specs

  • A/B Testing: Yes
  • Analytics: Yes
  • API: Yes
  • Audience Targeting: Yes
  • Automated Conversion: Yes
  • Batch Permissions & Access: No
  • Behavioral Tracking: Yes
  • Brand Management: No
  • Campaign Management: Yes
  • Contact Management: Yes
  • Contact Sharing: Yes
  • Conversion Tracking: Yes
  • CRM Integration: Yes
  • Customer Management: Yes
  • Dashboards: Yes
  • Data Export: Yes
  • Data Import: Yes
  • Email Integration: Yes
  • External Integrations: Yes
  • Keyword Tracking: No
  • Landing Pages: Yes
  • Lead Management: Yes
  • Lead Scoring: Yes
  • Link Tracking: Yes
  • Marketing Automation: Yes
  • Multi-User: Yes
  • Notifications: Yes
  • Password & Access Management: Yes
  • Social-Media Integration: No

Alternatives to Keap

Keap FAQs