Keap Reviews & Product Details

it keeps my contacts & my biz all in 1 place

It's a little bit hard to learn at first

It keeps me easily connected to my clients, its quite easy to make funnels to add new clients, the landing page templates are beautiful & easy to make! It is a CRM on steroids

Keap is wonderful because it consolidated so many different applications for me. Now I have them all in one place with only one learning curve. It actually also came out cheaper for me than all my other software combined.

Learning the automations is definitely a learning curve. Trying to understand how everything works together and how to set it up has been a challenge. But Keap also has a wonderful training site that you get access too and they are constantly putting on webinars and trainings to help all of us get a better grasp on how to use it best.

Keap helps my entire marketing and front-end piece roll smoothly while also giving a great client experience that we are known for. I don't have to manually do all the things anymore which has freed me up to be able to wake up in the morning to a new client meeting I never expected. It is freeing in that way alone.

Easy to schedule calls and organize your day and tasks priorities and fill up your pipeline with new leads and move them easily from one stage to another on your pipeline with easy and automated triggers.

I wish they have more options to trigger goals on the campaign builder based on specific fields being updated and a better and easy-to-use page builder. Also, I would love to have a native integration with Keap and FB CAPI.

Easy way to send invoices and to schedule calls with my clients, they can always schedule calls in a really easy way and I can track all conversations and history of calls made in Keap.

It is a robust CRM with exceptional support.

They are missing a few automation triggers.

Keap CRM allows me to provide customized communication and follow up with all the different segments of my market.

It is very simple to use and helps automate lots of stuff small businesses do.

Nothing as it is perfectly suitable for those in the target user group.

I can easily automate the booking of appointments and automate my business processes.

Keep assigned me a personal success coach. They also gave me access to top level training modules. They software actually does everything it promises to do.

I can't think of anything that's missing.

It saves me time and give me important data points plus sales and marketing tools to scale my business.

Once you learn how to use the Keap system it is so easy to generate email campaigns. I love the ability to make calls and send texts through the app on my cell phone. This way clients, and future clients, get a phone number that is not your personal cell number but you get the phone calls on your personal cell number. When a client calls it will bring up them through the Keap app and you get all their info right away.

The only dislike is that it takes a little time to learn how to set up the proper email sequences. Once you do the system is great.

It is solving the problem of being able to communicate with all my clients, and leads I get, in a simple manner. The benefit to this is it keeps me in front of those that did not purchase, right now, for future business

The ability to do so many things from one application. I love the scheduler and email set up!

Hoping recurring payments will come soon

No problems so far that aren’t user related. Automations, landing pages, all in one. I’m obsessed truly.

It has so many features - probably more than you will ever need. It saves me a lot of time on a daily basis by taking care of the follow up I need for my clients.

It has a steep learning curve - but once you've got it down, it's amazing. I also wish the mobile app was a little more robust and similar to the web interface - it would be really helpful to be able to do more with campaigns and get analytics and results in the mobile app.

I use it to keep in touch with my clients. The ability to craft different campaigns also helps me broadcast newsletters to my clients and help capture leads on my website. I can maintain different mailing lists and client lists and make sure that I am nurturing the new leads that come in through my website or through other sources.

I finally have the data I need to run my business. I know what my leads are doing and how my audience is interacting with our business and we can create a predictable customer journey for all of our leads and customers.

It is a very robust platform, and it does take some specific knowledge to get started and to navigate, but, as the owner of the business, my limited understanding of the platform forced me to delegate the maintenance of the platform to my team, which gives me my time back. There's not much I dislike about Keap.

We know exactly how to improve our products and because of the reporting, we know what new products and services to create. The benefits are it's super easy to have the data I need to run my business, and I love seeing what's working and what's not. We never had that ability before we switched to Keap.

So far, for all of our business needs we have been able to keep everything within the Keap system, only having to use webhoooks to connect to our training vault and using a 3rd party doc signing program.

There are a few features/options we tried to make work, but they don't exist yet. That being said, we have been able to add them to the "future work list" for future developments.

Automation, automation, automation! We are using this as a tool to more systematically recruit and hire new people for our team. Being able to automate the process of licensing as well as having multiple touchpoints throughout the pre and post-hiring process makes it feasible to ensure proper care along the way. We also then use it for follow-up onboarding and training. We also use it to track activity for our recruiters and the performance of our different leads.

I like being able to set up a landing page or send a quote easily.

I wish the invoices could have fractional amounts of hours in Keap Pro, but other than that, it's perfect.

Setting up sales pipelines for clients and seeing them reach sales goals is cool.

If used properly, Keap can take much of the grunt work off the desk of your Sales Team allowing you to focus on growing your sales and profits. I also just attended my first Conference and realized how much I didn't know. The vendors at this conference provided many tools that will also enhance my business. I'm grateful for your product, the support you provide and for showing us additional services that will help my business continue to grow and prosper.

I have no complaints about this product. I just wish I had realized the capabilities sooner. Our campaigns are extremely elementary and as a result, my sales team is bogged down with processes that should be automated.

Keap is all about creating TOMA - top of mind awareness for our prospects so when they are ready to invest in the services or products we offer - they think of us first. Keap is also automating many of the tasks that bog down my sales team. In addition, Keap has exceptional value to follow-up, nurture and provide more sales opportunities to our current clients.

What I like best about Keap is the robust feature set and frequent updates from the Keap product team. I've also had excellent experiences with both sales and support. I recently had to migrate from an existing platform to a new one and the process was smooth. I also like the campaign builder. I appreaciate the dedication to upgrading and improving it that I've seen in recent years since the start of the monthly updates. I haven't thought about switching platforms since that time. It seemed like a couple of years ago the team got a lot more serious about customer satisfaction and it shows!

Similar to learning a new operating system, Keap is complicated and takes time to get used to. But by now, I've been using it long enough for it to feel familiar. The downsides of using Keap are the broken upsell functionality and lack of order form options that competitors have. But I believe these are in the process of being addressed. It would also be nice for ALL features to exist in Keap Max Classic - I believe this is already in the works too. I do worry that Keap Max Classic's UI will change and I'll have to relearn where things are when I don't really have time for that.

I'm solving the problems of marketing and email automation, keeping track of customer data, outreach to my audience, and leveraging an online content library solution (CustomerHub). Keap is pretty much the crux of my business and I do all my business intelligence with it. I have used Keap to create courses, drip-fed content delivery, invoicing, quotes, and email campaigns.

Ease of use and the quality of customer service

I am finding it difficult to think of anything that I dislike about the service

My primary challenge is recruiting new customers for a very challenging product - the radical transformation of individual and collective consciousness in order for humanity to - wake up and acknowledge the existential threat of rapid climate change if we continue as we are; - come together unite as One; - reverse, capture, and store carbon emissions; - radically transform our individual and collective consciousness; and - radically transform our lifestyles and our relationships with each other and with the planet.

Keap automates many different marketing tasks that are extremely valuable for business, particularly marketing and client outreach. I can set up countless email-related tasks from both the public and backend administrative ends to collect, archive and label data. We can use the data in numerous ways to optimize marketing campaigns and business planning activities. The people and Keap are professional and have an excellent understanding of how we can get the most out of their software.

The initial setting up period can take a while and involve loads of errors, but over time, we were able to get a hang of how things work and continually get a better understanding of how to make the Keap account work best for us and our contacts.

We've leveraged the automated tools in Keap to get more leads, contacts and other information without having to lift a finger. Sure, it might've taken us some time to set things up, but much of the data collection and messaging activities occur without a human touching anything. We can streamline our outreach activities and boost promotions, news and other information more quickly with Keap.

The dashboard that shows what is due today

The recurring feature is a bit challenging when changing dates or completing

Big benefit is staying on top of contacts made and both my followup to them and their followup due me. Keeping projects moving smoothly with all the parts happening as planned. Staying organized with so many clients and new opportunities.

Its a much simpler way to design your Campaigns and broadcast to your customers.

It has to be a slightly simple way of building campaigns visually.

I am a community builder and have to be in touch with my community actively. Benefits are I am on top of the entrepreneurs mind.

The marketing automation in Keap is the best on the market, in my opinion. Keap makes building automation and campaigns very easy and accessible.

To quote a colleague, its biggest strength is also its biggest weakness. It can definitely be overwhelming and cause you to have decision paralysis.

Marketing automation - this is just the best solution for our business for smart marketing automation.

Navigation of system and convenience of documents accessibility.

Currently, there is nothing I dislike. The system has been exceptional.

Storing my contacts, and being able to provide invoicing and pricing to clients easily. It has allowed me to get started in the right direction with my business.