Average Ratings 11 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.

Description

Upon establishing your account, you will receive an email confirmation, along with text notifications for updates. Additionally, enjoy the benefits of unlimited appointment scheduling, a digital release waiver with secure storage, integrated wait lists for both moving ahead and holding spots, as well as personalized calendar options and feature settings tailored to your preferences. This comprehensive setup ensures a smooth and efficient experience for managing your appointments and related tasks.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Aktify Yes 
AllayPay Yes 
AnswerConnect Yes 
Bloom Yes 
Click2Mail Yes 
ClickFunnels Yes 
Cloud Elements Yes 
Cognito Forms Yes 
EasyWebinar Yes 
Klipfolio Yes 
Latenode Yes 
MOBIT Yes 
Mailmunch Yes 
Readz Yes 
Retreaver Yes 
ScoreApp Yes 
Setmore Yes 
The Applicant Manager Yes 
Virtual Slate Yes 
Wufoo Yes 

Integrations

Aktify No 
AllayPay No 
AnswerConnect No 
Bloom No 
Click2Mail No 
ClickFunnels No 
Cloud Elements No 
Cognito Forms No 
EasyWebinar No 
Klipfolio No 
Latenode No 
MOBIT No 
Mailmunch No 
Readz No 
Retreaver No 
ScoreApp No 
Setmore No 
The Applicant Manager No 
Virtual Slate No 
Wufoo No 

Pricing Details

$40 per month
Free Trial Yes 
Free Version No 

Pricing Details

$10 per user per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Keap

Founded

2001

Country

United States

Website

keap.com

Vendor Details

Company Name

Mana Scheduler

Founded

2018

Country

United States

Website

www.manascheduler.com

Product Features

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling No 
Calendar Sync Yes 
Client Database Yes 
Group Scheduling No 
Mobile Access Yes 
Multi-Location Yes 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments No 
Room Booking Management No 

Billing and Invoicing

Billing Portal No 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator No 

Campaign Management

Channel Management No 
Contact Database Yes 
Email Marketing Yes 
Event Triggered Actions Yes 
Lead Management Yes 
Multi-Campaign Yes 

Contact Management

Activity Management No 
Appointment Management No 
Contact Database Yes 
Contact History No 
Contact Import/Export Yes 
Customer Pipeline No 
Email Marketing No 
Group Management No 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools No 
Sales Pipeline Management Yes 
Search / Filter No 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Customer Communications Management

Batch Communications Yes 
Chat / Messaging No 
Content Management Yes 
Email Distribution Yes 
Interactive Content No 
Multi-Channel Communications No 
On-Demand Communications Yes 
Personalization Yes 
Print Management No 
Template Management Yes 
Video Content No 

eCommerce Marketing

AB Testing No 
Abandoned Cart Email No 
Analytics / ROI Tracking No 
Customer Data Profiles No 
Dynamic Content No 
Email Marketing No 
Email Personalization No 
Facebook Ads No 
Google Ads No 
Product Recommendations No 
Push Notifications No 
Retargeting No 
SMS Marketing No 
Search Marketing No 
Segmentation No 
Signup Forms & Popups No 
Social Marketing No 
Triggered Emails No 
Website Visitor Tracking No 

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution No 
Lead Nurturing Yes 
Lead Scoring No 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking No 

Lead Nurturing

A/B Testing Yes 
Campaign Management Yes 
Drip Campaigns Yes 
Lead Capture Yes 
Lead Notifications Yes 
Lead Scoring No 
Lead Segmentation Yes 
Performance Metrics Yes 
Personalization Yes 
Pipeline Management Yes 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Quoting

Automated Quoting No 
Catalog Management Yes 
Client Portal No 
Contact Management Yes 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management Yes 
Product Configurator No 
Proposal Management No 

Product Features

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling No 
Calendar Sync No 
Client Database Yes 
Group Scheduling Yes 
Mobile Access Yes 
Multi-Location Yes 
Online Booking No 
Online Payments No 
Recurring Appointments Yes 
Room Booking Management No 

Contact Management

Activity Management No 
Appointment Management No 
Contact Database Yes 
Contact History No 
Contact Import/Export Yes 
Customer Pipeline No 
Email Marketing No 
Group Management No 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools No 
Sales Pipeline Management No 
Search / Filter No 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

Customer Reference Management

Nomination Tracking No 
Program Notices No 
Reference Usage Tracking Yes 
Reward Distribution No 
Search Yes 

Employee Scheduling

Appointment Management No 
Automated Scheduling No 
Calendar Management No 
Employee Database No 
Group Scheduling No 
Messaging No 
Mobile Access Yes 
Payroll Management No 
Reporting/Analytics Yes 
Resource Management No 
Schedule Distribution No 
Scheduling No 
Shift Scheduling No 
Shift Swapping No 
Time Clock No 
Time Tracking No 
Vacation / Leave Tracking No 

Marketing Analytics

A/B Testing No 
Campaign Management No 
Channel Attribution No 
Customer Journey Mapping Yes 
Dashboard Yes 
Performance Metrics Yes 
Predictive Analytics No 
ROI Tracking No 
Social Media Metrics No 
Website Analytics No 

Scheduling

Alerts/Notifications Yes 
Appointment Scheduling Yes 
Automated Scheduling No 
Calendar Management No 
Class Scheduling No 
Employee Scheduling Yes 
Facility Scheduling Yes 
Group Scheduling No 
Interview Scheduling No 
Meeting Room Booking No 
Multi-Location Yes 
Online Scheduling No 
Payment Processing No 
Real-time Scheduling Yes 
Reservations No 
Resource Scheduling No 
Room Booking Management No 

Alternatives

monday CRM Reviews

monday CRM

monday.com

Alternatives