It's Saturday, and my wife has been out shopping and left me home to babysit.
Where Does An Keap CRM Implementation Fit?
2026 Update From Wes
Infusionsoft became Keap, and Keap is now part of Thryv. The software changed its name three times. Why most owners struggle with it never changed: they bought the tool before they wrote down the process. Keep reading, and see the note at the bottom.
Who can benefit from a Keap CRM implementation?
Any business that would rather work hard building a business than work hard playing catchup.
There is a gap in the small business success tool market today between "weak and flimsy" and "too strong and expensive." What I mean by that is there is too much fine print or preying on the fears of prospects in the small business growth marketplace today.
Constant Contact will tell you
We have super easy, elegant email newsletters."
But they don't tell you what a pain it will be to get those contacts into another system if they want to have a conversation or actually buy something.
1Shoppingcart will tell you
We have a super easy shopping cart so you can take orders online."
But they don't tell you what a pain it will be to get those contacts into another system if they want to have a conversation, or how to segment your lists so you can follow up with multi-media in multi-step sequences.
Salesforce will tell you...
We invented the SaaS CRM."
But they don't tell you what a pain it will be to do ANYTHING else like recruit and manage affiliates, sell anything online, do any mass email, or get support.
HubSpot will tell you...
We're great at helping you create content to drive inbound traffic to your site and then nurture them with marketing automation."
…And they are.
Pricing and contract terms change often on both sides, so check the current terms before you decide.
Both platforms have a learning curve. Whichever one you pick, plan real time for onboarding and training.
There are 28 million small businesses in the U.S. 17 million have a website. 6 million are web marketers.
- All do email.
- All should have an E-commerce ability.
- All need new business and need to follow up with new leads, new customers, old leads, and old customers.
- All could benefit from word-of-mouth marketing.
- All could benefit from more testimonials.
- All should be communicating with their world in multi-step, multi-media offerings.
- All could benefit from automating more of their work lives.
- All need straight talk on how to get from Point A to Point B as quickly, efficiently, and affordably as possible.
A Keap implementation fits best for a business that:
- Has been in business for a few years, or
- Has a list of more than 1,000 leads, or
- Is spending money on internet marketing and is somewhat successful, or
- Is frustrated with multiple system chaos, or
- Has processes that can be automated, or
- Has content to attract and nurture leads, or
- Is ready to invest time and money to succeed while its competitors whine about how hard the economy is.
If you are the "right" client based on the above criteria, you have a real shot at making Keap work for you.
Why the CRM Didn't Fix It
I've used Salesforce since 2004, Keap since 2008, and HubSpot and Ontraport since 2014. Every tool on this page works. Plenty of owners still give up on it.
The tool was never the problem. A shiny CRM with no written process is just expensive dashboardery. Write down how a stranger becomes a customer first. Then pick the software that fits that process.
Get a process before you get the software →
Market like you mean it.
Now go sell something.
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Would you rather have it built for you? Meet Hank.