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Best CRM for Ease of Use

A Business News Daily Review

Product and service reviews are conducted independently by our editorial team, but we sometimes make money when you click on links. Learn more.
  • Keap helps users acquire and manage leads. It is more expensive compared to other CRMs, with the basic plan starting at $79 a month for one user license.
  • With this CRM software, you can track sales activities and traffic on your website.
  • Keap  provides automated reminders, emails, and texts to current clients.
  • This article is for business owners and professionals who want a detailed breakdown of Keap, our choice as the best CRM software for ease of use.

Keap, is our best pick for easiest to use CRM because of its reasonable pricing, simple functionality and stellar sales automation features. Adding to its appeal are its full-featured marketing, sales and e-commerce tools. To understand how we selected our best picks, you can view our methodology, as well as a comprehensive list of CRM software solutions, on our best picks page.

Editor's note: Looking for the right CRM software for your business? Fill out the below questionnaire to have our vendor partners contact you about your needs.

Keap offers three monthly subscription that vary based on the price and included features and tools. Each plan comes with one user per license and 500 contacts; each additional user is $30 per month. Here is a breakdown of each plan. 

  • Price: $79 per month per user account
  • Features: Client management; email marketing; business phone line and text messaging appointments; quotes, invoices, and payments 
  • Price: $149 per month per user account
  • Features: In addition to all of the tools in Keap Grow, Pro has marketing and sales automation features, recurring payments, a landing page builder, smart forms and reports. 
  • Price: $199 per month per user account
  • Features: Includes everything in both Keap Pro, plus lead scoring, company records, advanced reporting and e-commerce. 

Key takeaway: Keap offers three pricing options that range from $79 to $199 per month.

Keap's straightforward, uncluttered interface houses a plethora of helpful tools and features. Here are a few tools that stood out to us.

Through Keap's sales automation features, users can really take the reins when it comes to price quotes. They can create and share custom quotes, and clients can accept and convert those quotes to orders so they can be paid online. 

Keap sends out alerts when clients communicate with you, so you can respond quickly. It also offers an SMS feature that lets you instantly connect with contacts and get them the information they need as soon as possible. 

With its "pay now" button, clients can pay invoices instantly. You can set up daily, weekly or monthly payments for clients and send automatic reminders to help get you paid faster. Keap offers other payment types like PayPal, WePay and Stripe. 

It's important to have a read on your clients, and Keap's contact manager section helps you do just that. It includes client portal tools, you can record every interaction with a contact and use data to create reports like timelines, sales activities, and track traffic on your website.

Key takeaway: Keap's features include built-in e-commerce, sales automation and contact manager tools.

Given everything it offers, Keap provides a linear system that isn't baffling. Its customization offerings are a big part of its simple and attractive design. Users can create quality marketing strategies and custom fields. 

Keap also provides useful contact features like data points, form submissions, and a record of campaigns and purchases, which is a huge help to sales and marketing teams. Its automated sales correspondence messages move sales tasks along efficiently, and eliminate lulls in communication and action. 

Key takeaway: Keap has a plethora of features and tools that make it a very accommodating and easy-to-use program.  

Keap's customer support is only available Monday through Friday between the hours of 6 a.m. to 7 p.m. However, their chat bot service is offered 24/7.

Key takeaway: Keap's phone support is not available on the weekends or after 7 p.m. on weekdays. 

When we contacted Keap, the agent we spoke with answered all of our questions about the program. The rep went through each feature in depth, and after the call, followed up with us to make sure we had a complete understanding of the software.

Keap's customer service is available, Monday through Friday, 6 a.m. to 7 p.m. PT, or you can email their sales department.  Their chatbot is available 24/7.

Key takeaway: Keap's customer service representatives are very patient and take the time to explain the CRM's features in detail.

Ready to choose a CRM solution? Here's a breakdown of our full coverage:

Editor's note: Looking for the right CRM software for your business? Fill out the below questionnaire to have our vendor partners contact you about your needs. 

Simone Johnson

Simone R. Johnson was born and raised in New York City. She graduated from the University of Rochester in 2017 with a dual degree in English language media and communications and film media production. She has been a reporter for several New York publications prior to joining Business News Daily and business.com as a full-time staff writer. When she isn't writing, she enjoys community enrichment projects that serve disadvantaged groups and rereading her favorite novels.