Product Review: Keap - ToOLOwl
Wednesday , September 30 2020

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Product Review: Keap

Best CRM tool for small medium enterpriseYou can see Top 10 CRM Tools for Small and Medium Businesses and Top 3 CRM Tools for Small and Medium Businesses to look into details.

Keap is an all in one application that offers some high-end CRM solutions to your organization. It helps you be efficient, organized, and quick in all your tasks. The tool is an excellent platform to maintain a consistent chain of follow-ups. Keap also makes it easy for you and your business to close more leads by providing them with complete details of service and pricing. Its efficient algorithms also allow you to save time for more productive tasks by automating repetitive and simple tasks. Apart from the basic CRM activities, the tool will also help you manage messages, appointments, and sales pipelines.     

Editions and Pricing

Keap provides a free trial version to all its users, so that they can understand and go through the features well. Additionally, the tool is also available in three different versions for small and medium businesses to manage their CRM:

Keap Grow

Keap Pro

Infusionsoft

$79 per month

$149 per month

$199 per month

For Small Business

For Growing Business

For Established Business

 

Capabilities and Supporting set of Features: 350 words

Client Management

The task of client management can be done more effectively and efficiently with the help of Keap website. The contacts option from the left pane shows the name, email address, and their date added. You can further use filters to get the precise information in this direction. The tool also allows you to import contacts from external sources such as Google and OneDrive. This can be done by clicking on the Import button on the top right corner of the window.  

Messaging

Just like any other messaging application, Keap allows you to send and receive messages that are important for your business. All you need to do is to type the message in the text section and tap on send. The application also allows you to star important messages so that they can be viewed later. You can also store them as notes and copy their text for further use.

 

Making and Managing Appointments

Managing appointments is one of the core features of any CRM tool. Keap a top crm tool for small business that lets you to simply share a link and book an appointment. The appointments are then added to the Google Calendar. The user also gets a chance to edit the appointments with options such as reschedule, making notes, email, and cancelling. You only need to click on the Appointment option on the left pane. This will open the calendar with dates and related events. The appointment option at the bottom of the screen you can click to send an email invite. You only need to fill in the necessary details and click on the Send button provided in the application.      

Invoice and Payments

The feature allows you to track and manage your invoice and payments. For this, you only need to fill in the basic information such as name, email address, and amount. When you will click on the Next button, it will help you create and manage your invoices easily and quickly.

 

Integrations

  • Gmail
  • Outlook

Mobile accessibility

The application is available on iOS as well as Android Platforms. It can also be used on Web-based, Cloud, and SaaS platforms.

Support

  • FAQ
  • Call Support
  • Online Chat Support

Pros and Cons

Pros

  • The software promptly responds to all the incoming leads and contracts.
  • Automated messaging.
  • Pre-written emails.
  • There are endless customization options.
  • Flexible and automate processes that usually takes long time.
  • Fun to create campaigns.

 Cons

  • The tool is not user-friendly.
  • It is quite expensive.
  • It uses a flat database that is not good for business to business.
  • Usually takes long time to set up.

Differentiator

  • It is a great tool for e-commerce platforms.
  • Timers
  • Automated Notes

For more details, please visit the Keap website.

         Read Also –  Witness the unbound growth of CRM by 2025                                                                   

 

About ToOLOwl

I am ToOLOwl. I have few friends in my nest; whenever someone requests a tool’s review or I pick a one out of my interest, someone in the nest does research on the tool, someone takes a tool’s walkthrough and some of them share their experiences and expert advice. Based on all; I give it a  stereoscopic vision and present important insights for you to go through and ease your selection process for tools. Wish you Happy reading, Easy choosing.

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