Keap

Keap: CRM and Automation Platform

Basic Information

Keap, formerly known as Infusionsoft, is a comprehensive customer relationship management (CRM) and marketing automation platform designed for small to medium-sized businesses. It integrates CRM, marketing, sales, and e-commerce tools into a single platform.

• Model: Keap offers several plans including Keap Lite, Keap Pro, and Keap Max (formerly Infusionsoft).
• Version: Keap is a Software-as-a-Service (SaaS) product, meaning it is continuously updated. Specific version numbers are not typically disclosed to end-users.
• Release Date: The company was founded in 2001 as Infusionsoft. It rebranded to Keap in January 2019, introducing simplified variants of its applications.
• Minimum Requirements: As a web-based application, Keap primarily requires a supported web browser and an internet connection.
• Supported Operating Systems: Keap is OS-agnostic, accessible via web browsers on various operating systems including Windows, macOS, Linux, Android, and iOS.
• Latest Stable Version: As a SaaS platform, Keap is continuously updated; users always access the latest stable version through their web browser.
• End of Support Date: Not applicable for a continuously updated SaaS platform. Support is ongoing with an active subscription.
• End of Life Date: Not applicable for a continuously updated SaaS platform.
• License Type: Subscription-based, typically billed monthly or annually.
• Deployment Model: Cloud-based (SaaS).

Technical Requirements

Keap is a web-based application, meaning it runs within a web browser and does not require specific local hardware specifications beyond what is needed to run a modern operating system and web browser.

• RAM: Sufficient RAM to run a modern operating system and a web browser efficiently (e.g., 8GB or more recommended for general computing).
• Processor: A modern multi-core processor capable of running a supported operating system and web browser.
• Storage: Minimal local storage required, as data is stored in the cloud.
• Display: Standard display resolution suitable for web applications (e.g., 1280x800 or higher).
• Ports: Standard ports for internet connectivity (Ethernet or Wi-Fi).
• Operating System: Any operating system capable of running a supported web browser. Supported browsers for Keap application users include Google Chrome (latest stable release). For customer-facing elements (shopping carts, forms, landing pages), supported browsers also include Mozilla Firefox, Safari, Microsoft Internet Explorer 11, and Microsoft Edge.

Analysis of Technical Requirements

The technical requirements for Keap are minimal and largely depend on the user's ability to run a modern web browser. This cloud-based approach eliminates the need for significant local hardware investment or complex software installations, making it accessible across a wide range of devices and operating systems. The emphasis on using the latest stable release of supported browsers ensures compatibility with evolving web standards and security protocols.

Support & Compatibility

Keap offers comprehensive support and is designed for broad compatibility as a web-based platform.

• Latest Version: Users always access the latest stable version of the Keap platform due to its SaaS deployment model.
• OS Support: Compatible with any operating system that can run a modern, supported web browser (e.g., Windows, macOS, Linux, Android, iOS).
• End of Support Date: Ongoing with an active subscription.
• Localization: Keap provides customer support in the U.S., U.K., and Australia. The platform itself supports various languages, though specific details on all supported languages are not explicitly listed.
• Available Drivers: Not applicable, as Keap is a web-based software and does not require device-specific drivers.

Analysis of Overall Support & Compatibility Status

Keap demonstrates strong compatibility due to its cloud-native architecture, making it accessible from virtually any internet-connected device with a modern web browser. Support options are robust, including U.S.-based phone support, 24/7 chat support via the mobile app, a dedicated customer success manager with every plan, and extensive self-help resources like help centers, webinars, and a user community. The platform also integrates with numerous third-party applications, enhancing its versatility.

Security Status

Keap prioritizes data protection and confidentiality with various security measures.

• Security Features: Advanced data encryption, security protocols, regular vulnerability scanning, expeditious patching, firewall protection, network and database activity logging and monitoring, redundant backups, disaster recovery plan, role-based access control (RBAC), audit logs, and user training.
• Known Vulnerabilities: Keap regularly scans and monitors its systems for vulnerabilities and patches them expeditiously. Specific public disclosures of known vulnerabilities are not readily available, indicating proactive management.
• Blacklist Status: No information suggests Keap is on any security blacklist.
• Certifications: Keap has completed a PCI DSS level-one onsite assessment and is validated against Payment Card Industry Data Security Standards. Keap also offers a Certified Partner program.
• Encryption Support: End-to-end encryption using Transport Layer Security (TLS) protocol version 1.2 or higher with a minimum of 128-bit encryption for personal data in transit. Data at rest is also encrypted.
• Authentication Methods: Two-factor authentication (2FA) is available.
• General Recommendations: Keap recommends strong passwords, avoiding suspicious links, and establishing secure network usage policies for users.

Analysis on the Overall Security Rating

Keap maintains a strong security posture, implementing a multi-layered approach to protect customer data. This includes robust technical safeguards like encryption, firewalls, and vulnerability management, alongside administrative controls such as access limitations, employee training, and disaster recovery planning. Compliance with PCI DSS standards further reinforces its commitment to securing sensitive payment information. The availability of 2FA and role-based access controls empowers users to enhance their account security. Keap Pro is also considered a noteworthy option for HIPAA compliance, provided proper use and configuration.

Performance & Benchmarks

Keap is designed for efficiency and speed as a cloud-based platform.

• Benchmark Scores: Specific public benchmark scores are not typically released for SaaS CRM platforms.
• Real-World Performance Metrics: Users report that Keap operates smoothly, delivering quick response times and seamless performance. It excels in sales and marketing automation, streamlining tasks and improving efficiency. However, some users have reported slow loading times and data entry issues.
• Power Consumption: Not directly applicable to end-user hardware, as processing occurs on Keap's cloud servers.
• Carbon Footprint: Not directly applicable to end-user hardware. Keap's cloud infrastructure providers manage their own data center energy efficiency.
• Comparison with Similar Assets: Keap is often compared to other CRMs like Salesforce, Zoho, HubSpot, ActiveCampaign, Pipedrive, and EngageBay. It stands out for its powerful and user-friendly automation features, pre-built templates, and integrated e-commerce capabilities. Some alternatives are noted for better customization, reporting, or affordability.

Analysis of the Overall Performance Status

Keap generally offers strong performance, particularly in its core automation capabilities, which are highly praised for streamlining business processes and improving efficiency. The platform's intuitive interface contributes to a smooth user experience. While some users note occasional slowness or complexity, especially during initial setup or for very small businesses, the overall consensus points to a reliable and efficient system for managing customer relationships and automating marketing and sales tasks.

User Reviews & Feedback

User reviews highlight Keap's strengths in automation and integration, while also pointing out areas for improvement.

• Strengths:
  • Powerful sales and marketing automation, including customizable templates and drag-and-drop workflow builders.
  • User-friendly interface and ease of use, especially after the initial learning curve.
  • All-in-one platform integrating CRM, marketing, sales, and e-commerce tools.
  • Excellent customer support, including dedicated success managers and various contact options.
  • Effective lead capture, management, and follow-up capabilities.
  • Robust integration capabilities with third-party tools.
• Weaknesses:
  • High cost, particularly for startups and very small businesses, with pricing increasing significantly with more contacts and users.
  • Steep learning curve for new users or those unfamiliar with automation.
  • Limited analytics and reporting functionality compared to some competitors.
  • Fewer customization options than some enterprise-level CRMs.
  • Some reports of slow loading times and data entry issues.
  • Concerns about billing transparency and migration issues.
• Recommended Use Cases:
  • Small to medium-sized businesses and entrepreneurs seeking to streamline sales and marketing processes.
  • Businesses prioritizing strong automation for lead nurturing, follow-ups, and customer engagement.
  • Companies needing an integrated solution for CRM, email marketing, e-commerce, and appointment scheduling.
  • Businesses looking for a platform with good customer support and onboarding assistance.

Summary

Keap is a robust, cloud-based CRM and marketing automation platform specifically tailored for small to medium-sized businesses. Its primary strength lies in its powerful and user-friendly automation features, which enable businesses to streamline lead capture, customer relationship management, sales pipelines, and marketing campaigns. The platform integrates essential tools for email marketing, e-commerce, invoicing, and appointment scheduling into a single, cohesive system, reducing the need for multiple disparate software solutions.

Key advantages include its intuitive interface, comprehensive customer support (including dedicated success managers), and strong security measures like advanced encryption and PCI DSS compliance. Users consistently praise its ability to automate repetitive tasks, organize customer data, and improve overall operational efficiency.

However, Keap's pricing structure, which can be steep and scales with the number of contacts, is a significant consideration for very small businesses or startups. Some users also note a learning curve to fully leverage its extensive features and express desires for more advanced reporting and customization options.

Overall, Keap is an excellent choice for businesses that prioritize automation and an all-in-one solution for managing their customer lifecycle. It is particularly well-suited for those willing to invest in a comprehensive platform to achieve significant time savings and growth through automated processes. Businesses with simpler needs or tighter budgets might explore alternatives, but for those seeking powerful integration and automation, Keap offers substantial value.

The information provided is based on publicly available data and may vary depending on specific device configurations. For up-to-date information, please consult official manufacturer resources.