Keap vs Close


Hyperise integrates with 100's of sales and marketing tools, many of which are in the CRM category. With so many to choose from it's sometimes hard to know which is best, but don't worry, we've got your covered.


In this comparison guide we're going to look at the Highlights, Pros, Cons and Pricing of Keap and Close. We'll also delve into the details of which offers the best personalization options within CRM, with there respective Hyperise integrations

Keap logo

Keap

Pricing: Keap (formerly known as Infusionsoft) offers multiple pricing plans depending on the features and services you require. The pricing plans are as follows: 1. Keap Grow: starting at $79/month (basic CRM, automation, and appointment scheduling) 2. Keap Pro: starting at $149/month (advanced automation, sales pipeline management, and e-commerce features) 3.

Vs

Close logo

Close

Pricing: Close is a customer relationship management (CRM) and sales communication platform. Close offers four different pricing plans: 1. Basic plan at $25 per user per month 2. Professional plan at $65 per user per month 3. Business plan at $125 per user per month 4. Custom plan, which has flexible pricing based on your unique business needs. Each plan varies based on the number of contacts, leads, and integrations.

Close

Keap vs Close Highlights

Keap and Close are both software platforms designed for managing customer information and automating sales and marketing processes. However, there are a few key differences between the two.

Keap is geared towards small businesses and offers a range of features, including lead capture, automated email marketing, appointment scheduling, and invoicing. It also integrates with third-party software such as QuickBooks and Gmail.

Close, on the other hand, is designed for sales teams and includes advanced sales automation and analytics tools. It features a powerful CRM with customizable pipelines, call tracking, and reporting. It also integrates with a wide range of third-party tools, including Slack, Zapier, and Salesforce.

In summary, while both Keap and Close offer powerful automation and management tools, Keap is better suited for small businesses looking for an all-in-one solution for managing clients, appointments, and billing. Close is ideal for sales teams who need advanced automation and analytics capabilities to manage their pipelines and accelerate sales cycles.

Keap vs Close Pros

Keap Pros

  • Keap offers more advanced marketing automation features such as visual campaign builders and web forms
  • Keap has a built-in appointment scheduling tool for easy appointment booking and management
  • Keap has a mobile app for on-the-go access and management of customer data and tasks
  • Keap offers robust e-commerce integration for online selling and payment processing
  • Keap has a user-friendly interface with customizable dashboards for quick access to important data
  • Keap offers lead scoring and segmentation for better organization and targeted communication with prospects
  • Keap offers a sales pipeline management system with customizable stages and activity tracking
  • Keap offers a customer portal for self-service options and customer data updating
  • Keap includes a library of pre-designed landing pages and email templates for marketing campaigns
  • Keap offers social media integration for easy sharing and engagement with customers

Close Pros

  • Close offers a more customizable approach to lead and opportunity management, providing users with more control over their sales pipeline management.
  • Close has more advanced reporting and analytics features compared to Keap, enabling users to have better insight into their sales performance and track progress more efficiently.
  • Close has a simpler and more user-friendly interface compared to Keap, especially for small businesses or individuals with limited technical expertise.
  • Close offers more flexible pricing options, including a pay-as-you-go model, which can be more cost-effective for certain companies than Keap's all-in-one package.
  • Close offers an email automation tool that allows users to personalize their email campaigns, including automated drip campaigns, which can help increase conversion rates.

Keap vs Close Cons

Keap Cons

  • Cons of Keap compared to Close:
  • Keap's pricing plans can be expensive compared to Close.
  • Keap's user interface can be complicated and overwhelming for beginners.
  • Keap's reporting and analytics tools are not as advanced as Close's.
  • Keap's automation features can be limited compared to Close's.
  • Keap's customer support can be slower and less helpful compared to Close's.
  • Keap's integrations with other platforms can be limited.

Close Cons

  • Close offers limited customization options compared to Keap.
  • Close does not offer marketing automation features such as email marketing, web forms, and lead capture pages like Keap.
  • Keap has a more extensive sales pipeline management system, while Close lacks some critical features.
  • Keap has a long history of providing CRM solutions to small businesses and has established a strong reputation for customer satisfaction compared to Close, which is relatively new.
  • Keap has more integrations with third-party applications.
  • Close's pricing plans are relatively expensive, especially for small businesses with a limited budget compared to Keap.
  • Keap has a more user-friendly interface and offers comprehensive support materials to help users leverage its features fully, which Close lacks in some areas.

Keap & Close Hyperise Integrations

Keap uses the Image embed method to integrate with Hyperise, giving a simple way to add personalized images to your messages.

Keap makes the following data points available to Hyperise, to enable personalization in images used in outreach and linked out to your personalized website landing pages.

Keap integration diagram
  • First name
  • Last name
  • Using business Website passed from Keap, Hyperise is able to enrich business logo and website screenshots.
  • Phone
  • Business name
  • Job title
  • Street
  • Street2
  • City
  • Country
  • State
  • Zip

Keap Integration Guide

Close uses the HTML code embed method to integrate with Hyperise, giving a simple way to add personalized images to your messages.

Close makes the following data points available to Hyperise, to enable personalization in images used in outreach and linked out to your personalized website landing pages.

Close integration diagram
  • First name
  • Last name
  • Using business Website passed from Close, Hyperise is able to enrich business logo and website screenshots.
  • Phone
  • Business name
  • City
  • Zip

Close Integration Guide

Other Keap & Close CRM platform comparisons

Keap and Close Frequently Asked Questions

Question: What is Keap and what does it do?


Answer: Keap is a CRM and marketing automation platform designed for small businesses. It helps businesses manage their customer database, automate marketing campaigns, and streamline their sales process.


Question: How does Keap compare to other CRM platforms like Salesforce or HubSpot?


Answer: Keap is specifically designed for small businesses and offers robust automation features at a more affordable price point than many enterprise-level platforms. Salesforce and HubSpot are geared more towards larger businesses with more extensive needs.


Question: What types of businesses is Keap best suited for?


Answer: Keap is best suited for small businesses with a sales team that needs to manage a customer database, automate marketing campaigns, and streamline their sales process.


Question: What features does Keap offer for marketing automation?


Answer: Keap offers a wide range of marketing automation features, including email marketing campaigns, landing pages, web forms, and automation workflows.


Question: Can Keap integrate with other software platforms?


Answer: Yes, Keap can integrate with many other software platforms, including popular marketing tools like Zapier, Facebook, and Google Analytics.


Question: How much does Keap cost?


Answer: Keap offers several pricing tiers ranging from $49/month to $399/month depending on the features and number of contacts needed.


Question: What kind of support does Keap offer?


Answer: Keap offers a dedicated support team as well as a comprehensive help center available 24/ They also offer specialized coaching and training programs for an additional fee.


Question: What is Close?


Answer: Close is a customer relationship management (CRM) software platform that helps businesses manage their sales pipeline, track communication with customers, and automate sales workflows.


Question: How much does Close cost?


Answer: Close offers three pricing plans: Basic for $25 per user per month, Professional for $65 per user per month, and Business for $145 per user per month. There is also a free 14-day trial available.


Question: What features does Close offer?


Answer: Close offers a wide range of sales and CRM features, including lead management, sales email and calling, sales forecasting, task management, team collaboration, and analytics and reporting.


Question: Is Close easy to use?


Answer: Customers generally find Close to be user-friendly and easy to navigate. The platform has a clean and intuitive interface that makes it easy to find and use the features you need.


Question: Does Close integrate with other software?


Answer: Yes, Close integrates with a variety of popular software tools, including Zapier, Salesforce, Slack, and Gmail. It also offers an open API for custom integrations.


Question: Does Close offer mobile apps?


Answer: Yes, Close offers mobile apps for iOS and Android devices, allowing users to access and update their sales data on the go.


Question: Is Close customizable?


Answer: Yes, Close offers a high degree of customization, allowing users to configure the platform to fit their specific sales workflows and business needs.


Question: What does Close do?


Answer: Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. We’re dedicated to the business of tomorrow: smart, agile teams who work remotely. If you’re a tech-enabled team that needs to scale without overpaying for enterprise software, you’ve found your perfect tool! Close lets you email, call and text your prospects - all with no add ons needed in order make it happen. Packed full of productivity tools like task reminders and Power Dialers allowing individuals within an organisation or individual entrepreneurs getting things done faster than ever before...so why wait?



Question: How does Close collect leads?


Answer: Close is designed to collect all of your communication history with a Lead within one view. This includes the content from email, instant messages and even social media like Twitter or Facebook that you may have interacted with them on. By default, Close imports Companies as ‘Leads’. The individuals at that company are seen as ‘Contacts’, and if you’re in the process of selling something to that lead we track this through ‘Opportunities’.



Question: What are ‘Opportunities’?


Answer: In Close, Opportunities add value to a Lead and help your team identify and keep track of what deals are on the verge of closing. Any Opportunity that is added to a Lead becomes visible in the ‘Opportunity Pipeline View’ and ‘Opportunities Overview’ screens, giving your team a high-level view. You can create new opportunities directly from any lead page by clicking on the + button next to opportunity section at left side: this will open up an option for you to set various values such as name - which allows you assign it more relevant information like who should get notified when its status changes or whether they need approval before taking further action; Priority level (low/high); Status (active/inactive).



Question: Can I use Close for emails?


Answer: Close is a centralized communication hub for your business. Having all of the relevant information in one place helps you and other team members respond quickly to customer needs, making it easier than ever before. To email a Lead using Close, just find their contact info then click on ‘email’. You can also do this with multiple contacts at once if needed! Then craft an engaging message like any normal email client would allow you to- embed images or links as necessary by clicking attachments tab within messages window.



Question: How do email sequences work?


Answer: Ever send an email and then wait for someone to respond? Don’t worry, it’s not just you who has sent emails in a sequence. Let me explain what this means so that even if it seems like I’m talking about something vague, you’ll still have some idea of the context! When we say ‘email sequences’, we’re actually referring to those times when one person sends multiple requests without any response from another party on the other side. You might be wondering how these things work or why they exist at all - don’t fret because I’ve got your back with a quick explanation: An email sequence is set up by sending series of messages between two people over time (usually across days) until either person replies to anything that is synced with Close.



Question: Can I manage my meetings within Close?


Answer: Meeting Sync is the easiest way to run a meeting! With Meeting Sync, scheduled meetings with Contacts can automatically be pulled into Close. If you allow access from your Google account, Close can search for new and past meetings on your behalf--saving time before Sales Calls by giving reps information about their upcoming or just completed sales opportunity so they know what’s coming next.



Question: How does the calling feature work?


Answer: Close’s built-in calling can help your team simplify outreach and increase reach rates. Using the phone popover you can: See your outgoing Caller ID number and change it if you have multiple numbers associated with your account, Adjust recording preferences for all or just one of up to 10 simultaneous calls (available on Business plan), Manage headset/microphone settings using manual dialing from any location as well as features like call forwarding to other phones.