Keap
Keap is an all-in-one CRM and marketing automation platform designed to help small businesses capture leads, manage customer relationships, and automate repetitive sales tasks to grow more efficiently.
Yesware
Yesware is an all-in-one sales engagement platform that helps you track emails, automate outreach, and sync activity data directly to your CRM to close more deals faster.
Quick Comparison
| Feature | Keap | Yesware |
|---|---|---|
| Website | keap.com | yesware.com |
| Pricing Model | Subscription | Freemium |
| Starting Price | $249/month | Free |
| FREE Trial | ✓ 14 days free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2001 | 2010 |
| Headquarters | Chandler, Arizona | Boston, USA |
Overview
Keap
Keap provides a centralized hub to manage your small business operations by combining CRM, email marketing, and automation into one interface. You can stop juggling multiple apps and start capturing leads automatically through custom forms, landing pages, and social media integrations. The platform helps you stay organized by keeping every client interaction, document, and payment record in a single searchable contact record.
You can eliminate manual follow-ups by building automated sequences that trigger based on client behavior. Whether you are sending invoices, scheduling appointments, or launching email campaigns, the software handles the repetitive work so you can focus on closing deals. It is specifically built for small businesses and entrepreneurs who need to scale their sales process without adding more administrative staff.
Yesware
Yesware is a sales engagement platform designed to sit right inside your Outlook or Gmail inbox. It eliminates the guesswork from your sales process by showing you exactly who is opening your emails, clicking your links, and viewing your attachments in real-time. You can stop wondering if your prospects are interested and start reaching out when you are top-of-mind.
Beyond simple tracking, you can build multi-channel campaigns that combine automated emails with manual phone calls and LinkedIn tasks. It removes the manual burden of data entry by automatically syncing all your activity to Salesforce or Microsoft Dynamics. Whether you are a solo founder or part of a high-growth sales team, you can use these tools to scale your outreach without losing the personal touch that wins customers.
Overview
Keap Features
- Automated Lead Capture Collect lead information automatically from your website or social media and instantly trigger personalized follow-up sequences.
- Visual Sales Pipeline Track every deal's progress with a drag-and-drop interface that shows you exactly where prospects are in your sales process.
- Easy Automation Builder Create sophisticated 'when-then' automation rules to handle repetitive tasks like appointment reminders and invoice follow-ups.
- Dedicated Business Line Keep your personal and professional life separate with a dedicated business phone number for calls and texts on your smartphone.
- Integrated Payments Send professional invoices and collect payments directly through the CRM using popular processors like PayPal, Stripe, or WePay.
- Appointment Scheduling Share your booking link with clients so they can schedule meetings based on your real-time availability without back-and-forth emails.
Yesware Features
- Email Tracking. Get instant notifications when prospects open your emails or click links so you can follow up while they are engaged.
- Multi-Channel Campaigns. Create automated sequences of emails, calls, and LinkedIn touches to stay consistent with your prospecting efforts.
- Personalized Templates. Save your best-performing emails as templates and insert them into your inbox with just a few clicks.
- Meeting Scheduler. Share your availability through a simple link so prospects can book meetings directly on your calendar without the back-and-forth.
- Salesforce Integration. Sync your emails, meetings, and calls automatically to Salesforce to keep your CRM data accurate and up-to-date.
- Attachment Analytics. See which pages of your presentation or proposal your prospects spent the most time on to identify their interests.
Pricing Comparison
Keap Pricing
- 1,500 contacts included
- 2 users included
- Email marketing
- Sales pipeline & analysis
- Automated lead capture
- Appointments & payments
- Landing page builder
- Everything in Pro, plus:
- 2,500 contacts included
- 3 users included
- Advanced reporting
- E-commerce tools
- Promo codes & upsells
- Marketing analytics
Yesware Pricing
- Basic email tracking
- Meeting scheduler
- Email templates
- Reporting dashboard
- Gmail and Outlook add-ons
- Everything in Free, plus:
- Unlimited email tracking
- Unlimited attachment tracking
- Personal Reports
- Recipient engagement notifications
Pros & Cons
Keap
Pros
- Powerful automation engine saves hours of manual work
- All-in-one functionality replaces multiple separate software subscriptions
- Excellent visual campaign builder for mapping customer journeys
- Reliable customer support and extensive training resources
Cons
- Higher starting price point compared to basic CRMs
- Significant learning curve for complex automation features
- Initial setup can be time-consuming for new users
Yesware
Pros
- Seamless integration with Gmail and Outlook interfaces
- Real-time notifications help time follow-ups perfectly
- Easy to set up and use immediately
- Reliable automated syncing with Salesforce records
Cons
- Occasional glitches with tracking self-opens
- Campaign interface can feel slightly dated
- Limited reporting customization on lower tiers