Average Ratings 11 Ratings

Total
ease
features
design
support

Average Ratings 3 Ratings

Total
ease
features
design
support

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

Why use 8 systems when one package could do the job? Weave allows patient, client, and customer communication to be easier and more efficient while working in and out of your office. This is especially helpful during COVID. Weave makes it easy to communicate with clients and patients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BoomTown Yes 
Boss Insights Yes 
Brushfire Yes 
ClicData Yes 
CustomerGauge Yes 
Emma Yes 
FormKeep Yes 
Lighthouse Yes 
Livestorm Yes 
Membrane Yes 
OnceHub Yes 
OrderForms.com Yes 
QuickBooks Online Advanced Yes 
Quoter Yes 
Shipwire Yes 
StarfishETL Yes 
Tatango Yes 
User.com Yes 
VisitorTrack Yes 
Zendesk Yes 

Integrations

BoomTown No 
Boss Insights No 
Brushfire No 
ClicData No 
CustomerGauge No 
Emma No 
FormKeep No 
Lighthouse No 
Livestorm No 
Membrane No 
OnceHub No 
OrderForms.com No 
QuickBooks Online Advanced No 
Quoter No 
Shipwire No 
StarfishETL No 
Tatango No 
User.com No 
VisitorTrack No 
Zendesk No 

Pricing Details

$40 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
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 Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Keap

Founded

2001

Country

United States

Website

keap.com

Vendor Details

Company Name

Weave

Founded

2011

Country

United States

Website

www.getweave.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 Reminder

Appointment Scheduling Yes 
Calendar Management Yes 
Call Reminders Yes 
Email Reminders Yes 
Online Booking No 
Payment Reminders Yes 
Recurring Appointments Yes 
Rescheduling Yes 
SMS Messaging Yes 
Two-Way Messaging Yes 

Appointment Scheduling

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

Business Phone Systems

Call Logging Yes 
Call Monitoring Yes 
Call Recording Yes 
Call Routing Yes 
Employee Directory No 
IVR / Voice Recognition Yes 
Mobile Access Yes 
Virtual Call Center No 
Web Conferencing No 

Business VoIP

Call Parking No 
Call Recording Yes 
Contact Management Yes 
Encryption No 
IVR / Voice Recognition Yes 
Ring Groups No 
SIP Trunking No 
Unified Communications No 
Voice Quality Enhancement No 

Call Tracking

CRM No 
Call Log No 
Call Recording Yes 
Call Routing Yes 
Caller Identification Yes 
Campaign Management No 
Conversion Tracking No 
IVR / Voice Recognition No 
Keyword Tracking No 

Contact Management

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

Customer Advocacy

Advocate Management Yes 
Campaign Management Yes 
Communication Management Yes 
Community Management No 
Gamification No 
Referral Tracking No 
Reporting/Analytics Yes 
Rewards Program No 
Social Engagement No 

Customer Communications Management

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

Customer Engagement

Analytics No 
Churn Management No 
Communication Management No 
Community Management No 
Content Syndication No 
Feedback Collection No 
Gamification No 
Live Chat No 
Video Content No 

Customer Feedback

Alerts / Notifications Yes 
Behavior Analytics No 
Bug Reports No 
Community Feedback Tools No 
Live Chat No 
Negative Feedback Management Yes 
Net Promoter Score (NPS) No 
Screenshot / Screen Capture No 
Surveys No 
User Testing Tools No 
Video Feedback No 
Visual Feedback Tools No 
Voice of the Customer (VoC) No 
Website Feedback No 

Dental

Appointment Management No 
Appointment Reminders No 
Claims Management No 
Clinical Charting No 
Imaging No 
Inventory Management No 
Patient Account Management No 
Patient Billing No 
Patient Records Management No 
Treatment Planning No 

Email Marketing

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

Healthcare CRM

Audience Targeting Yes 
Campaign Management Yes 
Marketing Automation Yes 
Medical History Records Yes 
Patient Communications Yes 
Patient Management Yes 
Physician Management No 
Predictive Analytics Yes 

Internal Communications

App Integration Yes 
Blogs No 
Chat/Messaging Yes 
Email Management No 
Employee Directory No 
Event Calendar No 
Newsletter Management No 
Photo Gallery No 
Social Sharing No 
Survey Management No 
Telephony No 
Video Chat No 
Voice Chat No 

IVR

Call Center No 
Call Logging Yes 
Call Recording Yes 
Call Routing Yes 
Multiple Scripts No 
Phone Key Input No 
Survey Management No 
Text to Speech No 
Voice Customization No 
Voice Mail Yes 

Lead Management

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

Local Marketing

Advertising Management No 
CRM Yes 
Email Marketing Yes 
Feedback Management No 
Live Chat No 
NAP Management (Name/Address/Phone) No 
Online Listings Management No 
PR Management No 
Reporting / Analytics No 
Review Management Yes 
SEO Management No 
Social Media Management No 
Store Locator No 
Website Management No 

Loyalty Management

CRM Yes 
Customer Activity Tracking Yes 
Discount Management No 
Gift Card System No 
Loyalty Card System No 
Member Portal No 
Membership Management No 
No-Card Loyalty System No 
Referral Tracking No 
Rewards Management No 
White Label No 

Medical Scheduling

Appointment Management No 
Billing & Invoicing No 
Drag & Drop No 
Facility Scheduling No 
Multi-Location No 
No-Show Tracking No 
On Call Scheduling No 
Patient Records No 
Patient Scheduling No 
Physician Management No 
Recurring Appointments No 
Self Service Portal No 
Staff Scheduling No 

Optometry

Appointment Management No 
Insurance Management No 
Inventory Management No 
Patient Records No 
Recall Tracking No 

Patient Case Management

Activity Tracking No 
Assessment Notes No 
Billing & Invoicing No 
Calendar Management No 
Candidate Identification No 
Case List Management No 
Eligibility Verification No 
HIPAA Compliant No 
Medical History Records No 
Patient Records No 
Referral Management No 
Treatment Planning No 

Patient Engagement

Appointment Scheduling No 
Care Planning No 
Collaboration No 
Messaging No 
Mobile Access No 
Patient Education No 
Patient Portal No 
Personal Health Record No 
Progress Tracking No 
Self Management No 

Patient Scheduling

Analytics/Reporting No 
Approval Process Control No 
HIPAA Compliant No 
Mobile Access No 
Notifications/Alerts No 
Online Scheduling No 
Patient Communications No 
Patient Intake No 
Patient Portal No 
Patient Records Management No 
Payment Processing No 
Reminders No 
SMS Messaging No 

Payment Processing

ACH Check Transactions No 
Bitcoin Compatible No 
Debit Card Support Yes 
Gift Card Management No 
Mobile Payments Yes 
Online Payments Yes 
POS Transactions No 
Receipt Printing No 
Recurring Billing Yes 
Signature Capture No 

Review Management

Campaign Management Yes 
Dashboard Yes 
Negative Feedback Management No 
Response Management Yes 
Review Monitoring Yes 
Review Notification Yes 
Review Request Yes 
Sentiment Analysis No 
Social Sharing Yes 
White Label No 

SMS Marketing

2-Way Messaging Yes 
Artificial Intelligence No 
Contact Management Yes 
MMS Yes 
Mass Texting Yes 
Message Personalization Yes 
Mobile Coupons No 
Mobile Keywords No 
Polls / Voting No 
Reporting/Analytics Yes 
Scheduled Messaging Yes 
Shortcodes No 
Text-to-Win No 

Spa

Appointment Management No 
Client Management No 
Employee Management No 
Inventory Management No 
Loyalty Program No 
Membership Management No 
Online Booking No 
Payroll & Commission No 
Point of Sale (POS) No 

Team Chat

End-to-End Encryption (E2EE) No 
File Sharing No 
Groups / Channels No 
Payments No 
Search / Filter No 
Self-Destructing Messages No 
Stickers / GIFs No 
Threaded Discussion No 
Video Conferencing No 
Voice Calling No 

Team Communication

Activity / News Feed No 
Audio Calls Yes 
Calendar Management No 
Chat / Messaging Yes 
Discussion Threads Yes 
File Sharing No 
Mobile Access Yes 
Push Notifications Yes 
Search No 
Surveys & Feedback No 
Task Management Yes 
Video Conferencing No 

Telephony

Auto-Dialer Yes 
Call Center Management No 
Call Monitoring Yes 
Contact Management Yes 
IVR / Voice Recognition No 
Inbound Reporting Yes 
Outbound Reporting Yes 
Predictive Dialer No 
Telemarketing Management No 
VoIP Yes 
Voice & Data Integration Yes 

Unified Communications

Audio / Video Conferencing Yes 
Calendar Management Yes 
Call Recording Yes 
Call Routing Yes 
Chat / Messaging Yes 
Fax Management Yes 
File Sharing No 
Mobile Access Yes 
Multi-User Collaboration Yes 
Voice Mail Yes 

Veterinary

Appointment Reminders No 
Appointment Scheduling No 
Billing & Invoicing No 
Boarding Management No 
Image Storage No 
Inventory Management No 
Patient Records No 
Prescription Management No 
Treatment Plans No 

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