Last Updated on July 26, 2024 by Roshan Parihar
Are you ready to sign up for Keap to streamline your business operations, automate your marketing tasks, and enhance your sales efficiency?
Keap (formerly known as Infusionsoft) is the perfect solution for managing customer relationships and driving business growth.
This comprehensive guide will walk you through the process of signing up for Keap and provide an in-depth look at its features and pricing options.
Affiliate Disclosure: At Tutorialdeep, we believe in transparency for our users. In this blog, there are some referral links. If you signup with these links we will earn some commission at no extra cost to you. We recommend these links because they are our trusted brands.
Let’s dive in!
How to Sign-Up Keap (Step-by-Step Process
1. Visit the Keap Website
Navigate to Keap’s official website. Click on the “Start Free Trial” button at the top right corner of the homepage.
2. Choose Your Plan
Keap offers three primary plans tailored to different business needs. Select the one that best fits your requirements:
- Lite: Ideal for solopreneurs and new businesses starting out with essential features.
- Pro: Best for growing businesses needing more automation and advanced sales tools.
- Max: Perfect for established businesses looking for comprehensive marketing automation and CRM capabilities.
3. Create Your Account
Enter your business email address and create a secure password.
Provide additional details about your business, such as the company name, industry, and size.
4. Set Up Your Profile
Complete your profile by adding your contact information, business logo, and other relevant details.
Customize your dashboard to match your workflow and preferences, ensuring a personalized experience.
5. Integrate Your Tools
Keap seamlessly integrates with popular tools like QuickBooks, Gmail, Outlook, Zapier, and more.
Connect your existing tools to Keap to ensure a smooth transition and enhanced functionality.
This integration helps in synchronizing data, improving workflow efficiency, and maintaining consistency across platforms.
6. Explore Features
Utilize Keap’s onboarding resources, including step-by-step tutorials, informative webinars, and responsive customer support.
Begin automating your email marketing campaigns, managing leads, tracking your sales pipeline, and more.
Features of Keap
CRM (Customer Relationship Management)
Manage all your customer interactions in one centralized location. Track customer activity, communication history, and deal stages to ensure no opportunity is missed.
Segment your contacts based on various criteria to target specific audiences effectively.
Email Marketing
Create and send personalized email campaigns using customizable templates. Automate follow-up emails, segment your audience, and track engagement metrics to optimize your marketing efforts.
Use A/B testing to find the most effective messaging for your campaigns.
Sales Automation
Automate repetitive tasks like follow-ups, reminders, and data entry to save time and increase productivity.
Set up workflows to nurture leads, move prospects through the sales funnel, and close deals faster.
Use visual sales pipelines to monitor progress and forecast future sales.
Appointment Scheduling
Allow clients to book appointments directly from your calendar, reducing the back-and-forth of scheduling.
Send automated reminders and follow-ups to ensure clients don’t miss their appointments.
Integrate with your calendar to keep everything in sync.
E-Commerce
Manage online sales, track orders, and process payments seamlessly within Keap. Integrate with popular payment gateways like PayPal and Stripe for smooth transactions.
Use built-in tools to manage inventory, create invoices, and handle refunds.
Analytics & Reporting
Gain insights into your business performance with detailed, real-time reports. Monitor key metrics such as email open rates, sales conversions, revenue growth, and customer behavior.
Use these insights to make data-driven decisions and refine your strategies.
Keap Pricing Options
Lite Plan
Price: Starting at $79/month for up to 500 contacts and 1 user. Features: Includes essential CRM, email marketing, and automation features. Ideal for small businesses and startups looking to get started with automation.
Pro Plan
Price: Starting at $169/month for up to 500 contacts and 1 user.
Features: Adds advanced sales pipeline management, landing pages, and additional automation features. Best for growing businesses needing more sophisticated tools.
Max Plan
Price: Starting at $249/month for up to 500 contacts and 1 user.
Features: Includes all Pro features plus lead scoring, advanced analytics, and multi-channel marketing capabilities. Perfect for established businesses looking for comprehensive solutions.
Ready to Transform Your Business with Keap?
Don’t wait any longer to take your business to the next level. Keap’s all-in-one CRM and marketing automation platform is designed to help you grow, save time, and stay organized.
Start your free trial today and experience the difference Keap can make for your business.
By following these steps and leveraging Keap’s robust features, you’ll be well on your way to optimizing your business operations and driving significant growth.
Sign up for your free trial now and see how Keap can transform your business!