Infusionsoft by Keap: What You Need to Know

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When a company takes a step back, it can sometimes be a huge step forward. That’s what happened on January 29, 2019, when Infusionsoft announced they are offering a new, much more basic product.

But let’s take a step back ourselves.

Infusionsoft’s announcement also explained that they have been rebranded as Keap—a change that depicts their commitment to simplifying growth for small businesses. In fact, their new name and logo is all about growth, from the arrow-like “K” of the logo, which signifies upward movement, to the color green, which indicates growth.

As CEO and co-founder, Clate Mask, explains, Keap is a play on words that demonstrates their mission to help small businesses “keep going, keep serving, and keep growing.”

Mask told a personal story during a recent interview for Entrepreneur Magazine about his struggles with starting Infusionsoft and how difficult it was to keep going when the money wasn’t there. Especially for his wife, there was constant worry about whether they could survive, and the rebrand speaks to the essence of grit and tenacity that small business owners must have to succeed.

Now a highly successful company, Infusionsoft led the way over a decade ago with their CRM and sales and marketing software. If you are a user of Infusionsoft, and even if you are not a user because it offers way more than what you need, then you know the amount of marketing automation power it holds.

Now, with the rebrand to Keap and with the introduction of the new Keap product, they have expanded to a new market, serving small service providers that haven’t had the funds or means to use their fully loaded automation software.

Clate Mask stated, “We discovered small service providers waste time juggling five to seven tools just to book appointments, send communications, provide quotes or collect payments. That is 50 hours a month that could be spent servicing more clients, growing the business or at home with family.”

2 Product Options: Infusionsoft by Keap vs. Keap

The newly branded Keap now offers 2 products under one brand:

Infusionsoft by Keap

Infusionsoft by Keap remains the powerful pro tool for small businesses because it provides the most customization and control. Much more than just email marketing software, this full-service CRM (Customer Relationship Management) and sales and marketing automation tool is geared for small businesses that don’t have the budget to create their own custom CRM but who want a high level of complexity and customization. Here’s a more detailed look at what it includes:

All of these features are highly customizable, and the software is powerful and complex; therefore, Infusionsoft by Keap does require a large learning curve. It costs an initial up-front fee of about $2,000 plus about $200-$300 per month.

Keap

Keap can be considered a stepping stone to Infusionsoft by Keap, and it is now Keap’s standard, more basic product. Keap’s user interface is much easier and simpler, and it intentionally doesn’t have all the power of Infusionsoft by Keap. Therefore, it is more intuitive and user friendly, which means the learning curve is much shorter and the pricing is more affordable (starting at $99/month with no up-front costs).

This new product launch marks the industry’s first smart client management software. It was created for small businesses in the home, personal, and professional service industries, such as interior designers, home repair companies, personal trainers, and business consultants.

The overall goal of this product is to help these types of businesses systematically move leads from prospects to happy clients. It does this through prompts that help spark follow-ups at the right time with suggestions as to how to do it. This leads to better communications, faster conversions, and happier clients.

Here are the features and benefits of Keap:

Should You Buy Keap or Infusionsoft by Keap?

Making the decision between the standard Keap software and the advanced Infusionsoft by Keap system comes down to the following questions:

In the end, it doesn’t matter what size your business is. It just matters what you want to get out of a tool such as Keap or Infusionsoft by Keap. Both are great options. Which one would serve your business more?

If you’re not sure, or you’ve recently purchased one of the Keap products and need some assistance, don’t hesitate to reach out.

 


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Filed Under: Tools & Technology

About Lindsey Perron

As Thomas’ daughter, Lindsey was introduced to the world of sales and marketing at an early age. Curious about what her dad did, Lindsey would jump at every opportunity to help and ride along on sales calls. Always quick to take charge and lead the group—a trait that has only grown with time—Lindsey was frequently told by her parents that she was destined to be a manager or CEO of some sort. While working toward earning her bachelor’s degree in human services from the University of Wisconsin-Oshkosh, Lindsey interned with the UW Office of Equality and Affirmative Action and served on several councils, which gave her the opportunity to develop her persuasive writing skills, researching skills, problem-solving skills, project management skills, and more. After working as the lead teacher of the 4-year-old room at the local daycare center, Lindsey decided to switch gears and join the Viral Solutions team. In her position, Lindsey is able to help clients think through an end goal and reverse engineer it into the steps needed to achieve it.

When she’s not working, Lindsey loves spending time with family, be it traveling somewhere together or just hanging out at home.