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Keap Reviews: 4.3/5 — Solid Choice
Formerly known as InfusionSoft, Keap is an all-in-one, cloud-based sales, and marketing software option offering customer relationship management (CRM), marketing automation tools, and eCommerce features. Keap is the preferred platform for small businesses that rely on the platform to streamline sales and manage customer experiences in a single suite. Using Keap, users can segment contact, manage and track customer interaction, send emails, and create tailored campaigns with personalized communication triggers. Users can also use Keap to manage eCommerce with inventory management features, payment gateways, and purchase fulfillment features.
| Capabilities |
API
|
|---|---|
| Segment |
Small Business
Mid Market
|
| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
Compare Keap with other popular tools in the same category.
It is user friendly, integrates well with other programs, support is top notch.
I have figured out reports for sales yet.
Traceability to customers and prospects.
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.
What sets Keap apart is it automation buuilder. The functionality is excellent and the email builder/landing page builder and form builder are all drag and drop and easy to use.
For B2B businesses it is not possible to have the company name as the main heading for a contact card- there are ways around this but this would be a good improvement.
Powerful email marketing automation is not possible, I now have a tool for lead capture with Keap landing pages. Linking other systems to Keap is also possible using Zapier.
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.
GOOD INTERACTIVE APP FOR BUSINESS OPERATIONS TO KEEP YOU AND TRACK AND GAUGE PROSPECTIVE GROWTH
WAITING TIME FOR UPLOADS OF NEW PATIENTS OR CLIENTS BEING ADDED TO THE DATABASE
BEING ABLE TO DETECT WHICH TYPE OF EMAILS OR PROMOTIONS ARE REACHING PATIENTS OR CLIENTS
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.
With Keap, I like how easy it is to create email and text sequences, customize them with many tools, and how easy it is to track and drive insights from the results.
I believe the user interface can be designed in a more simple way, there may be more shortcuts for the most used tabs. Other than these, I think everything is great :)
We use it for a lot of aspects. We create nurtures for different campaigns, track them with keap, do A/B testing within the same nurture and act properly regarding the results.
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.
