Keap can serve your business in a variety of ways, and this video highlights the way the features support different aspects of your business and of your customer’s journey.
But our recommendation is always to focus on what is necessary over what is possible.
Focus on what is necessary over what is possible.
Get clear on what your business needs from your automation platform, and create a plan for getting to that point. You can always do more, but the first milestone should be setting up your system so that it’s earning an ROI by doing it’s job reliably and predictably every month.
Much of the training here at Monkeypod is built around the CRM and Automation Platform Keap.
We’re sure you’ll get a ton of value from the strategy parts of the training, regardless of which CRM you’re on, but if you want to follow along with every step of our Keap training and blog posts, you’ll need to have your own Keap account.
Not to worry, we’ve got options.
You can get a free trial here.
You can get a special price on Keap here for Pro: both Monthly or Annually
Here for Max: Monthly, or Annually
And here for Ultimate: Monthly, or Annually.
(up to 40% off compared to buying direct)
Plus, because you’re learning with Monkeypod, we can help you skip the onboarding packages sold by Keap.
Still not sure? Book a free strategy session with our sister company, Otium, to help you make your choice.
| Features | Pro | Max | Ultimate |
| Organize Leads | |||
| Contact Management | ✓ | ✓ | ✓ |
| B2B Management | ✓ | ✓ | ✓ |
| Opportunity Records | ✓ | ||
| Contact Segmentation (tags) | ✓ | ✓ | ✓ |
| Saved searches/Filters/Contact lists | ✓ | ✓ | ✓ |
| Tasks | ✓ | ✓ | ✓ |
| Lead Capture Forms | ✓ | ✓ | ✓ |
| Landing Pages | ✓ | ✓ | ✓ |
| Company Records | ✓ | ✓ | ✓ |
| Lead Source Tracking | ✓ | ✓ | |
| Lead Scoring | ✓ | ✓ | |
| Customizable Dashboard | ✓ | ✓ | ✓ |
| Referral Partners | ✓ | ||
| Get More Jobs | |||
| Quotes | ✓ | ✓ | ✓ |
| Appointments | ✓ | ✓ | |
| Sales pipeline | ✓ | ✓ | ✓ |
| Sales Round Robin | ✓ | ||
| Stay Connected | |||
| Keap Mobile App | ✓ | ✓ | |
| Ultimate Mobile App | ✓ | ||
| Dedicated Business Line | ✓ | ✓ | |
| 1:1 SMS messages | ✓ | ✓ | |
| Email marketing | ✓ | ✓ | ✓ |
| A/B email testing | ✓ | ✓ | ✓ |
| Email Sync (Gmail, Outlook) | ✓ | ✓ | ✓ |
| Calendar Sync (Gmail, Outlook) | ✓ | ✓ | |
| Google Reviews | ✓ | ✓ | |
| Get Paid | |||
| Invoices | ✓ | ✓ | ✓ |
| One-time Payments | ✓ | ✓ | ✓ |
| Recurring Payments | ✓ | ✓ | ✓ |
| Shopping Cart | ✓ | ||
| Checkout Forms | ✓ | ✓ | |
| Order Forms | ✓ | ||
| Promo Codes | ✓ | ✓ | |
| Automate the Work | |||
| Easy Automation | ✓ | ✓ | |
| Advanced Automation (Campaign Builder) | ✓ | ✓ | ✓ |
| Reminders | ✓ | ✓ | |
| Internal Forms | ✓ | ✓ | ✓ |
| Pipeline Automation | ✓ | ✓ | ✓ |
| API (Integrations) | ✓ | ✓ | ✓ |
| Administrative Tools | |||
| Reports | ✓ | ✓ | ✓ |
| Analytics | ✓ | ✓ | |
| Default User Roles | ✓ | ✓ | ✓ |
| Custom User Roles | ✓ | ||
| Data migration support | ✓ | ✓ | ✓ |
| Affiliate Management | ✓ | ||
How about a case study?
The most succinct way we’ve found to describe Keap’s function is that it is used to design automation that support and enhances the journey your customers are on. This case study is a great example of automation used throughout and end-to-end customer journey, and in a rather inspiring environment, if we do say so ourselves. Enjoy.
Email Marketing Platform
Keap is best known as an email tool. It can certainly send emails, to the tune of 1 billion a year or so. However, it’s much more than that. It also serves to organize your database, process orders online, and automate internal workflows.
Built to Scale
Keap is built for small businesses. The beauty of a tool like this is that it will grow as your business does. Automation works 24 hours a day, all year long. It allows you to scale in brand new ways. The more you automate, the more you can focus on the parts of your business that really need you.
Drag & Drop Builder
Keap uses a drag and drop interface to build your marketing collateral. This means you can visually map out your marketing funnel, as well as your emails, web forms, and landing pages. Frank Kern once described the Keap campaign builder as “a magic whiteboard that spits out money.”
Frequently Asked Questions
Does it work?
Yes. Marketing Automation works. I’ve seen it time and time again. Not everyone is ready to buy at the same time, and it’s not feasible for you to spend all your time calling back customers and answering emails. If you build a system that does this for you, you can rest easier knowing that your leads are being nurtured for you, and aren’t slipping between the cracks.
Who is Keap for?
Keap is a version that can help small businesses of nearly any shape or size.
The ideal fit businesses are are 1-15 employees, over 100K in revenue, and are looking to grow.
If you’re experiencing difficulty because you have too many systems, because you’re short on time, or because your leads are growing stale or slipping between the cracks, then Keap might be a good fit.
We’ve seen all sorts of business models- from estate planners, dentists and lawyers, to authors, coaches and speakers, even to small sales organizations and local service providers like exterminators and commercial cleaning companies, it can meet the needs of a lot of different business models.
The common denominator is people who are maxed out, and are looking to use automation to save time, organize, and grow sales.
Is learning Keap difficult?
Keap is a robust system that can do a lot of different things. It’s built for small businesses, and small businesses are complex. I’d be lying if we said there wasn’t a learning curve. But I’d also be lying if I said that it wasn’t worth it.
I believe firmly in the power of automation. Keap is one tool that provides that. Even if you decide Infusionsoft isn’t right for you, you should find a way to automate the things that aren’t the best use of your time so you can focus on the things that are.
How does it work?
Well, it’s different for every business. But the idea is this: You create the experience you’d like your prospects and customers to have, bottle it, and then serve it up time and time again.
Sign up for one of my mini courses here and you’ll experience what Marketing Automation is all about, in real time.
I’ll automatically unlock the course content, and deliver valuable resources to you over the next few weeks so you can experience what Keap makes possible.
Where can I find a thorough and honest Keap review?
This is the single best and most comprehensive Keap review I’ve seen, period. It’s written by Brett Farr, who is a well respected Keap Certified Partner, former Keap employee, and successful small business owner.
Do you have any more case studies?
Glad you asked, there are loads of them, check these out.
Sign up here for more, and a few other resources.
Don't Be Shy
If you aren’t sure if Keap is the right fit for your business, at the button below you can book a free strategy session with our sister company, Otium, to help you make your choice. . . We’ve seen hundreds of businesses succeed and fail as they adopt automation, so we might be able to help predict obstacles you would encounter.