Keap Reviews: 4.3/5 — Solid Choice

Keap is crucial to the client lifecycle. From initial client contact, automatic emails, follow-up reminders and data storage, Keap is like having a personal assistant that reminds me what the next step is with each client and what their needs are. The customer service from Cathy and Madelyn, is outstanding and they even program the product to our specific needs as they arise.

There is truly nothing I dislike about the product.

All of the lead histories are in one place. Previous contact details can be easily accessed and saves a lot of valuable time.

Easy to use and learn. Help feature and chat feature are awesome!

Pop-ups in landing pages, ability to book an appointment in a specific type as an admin for any time - even if the calendar shows no availability, ability to book recurring appointments as the admin, wish there was an option like Kajabi for online courses and document uploads on the landing pages.

Events online with landing pages, coaching clients, emailing my audience and networking.

It's been great for initiating database calls, and initiating the follow-up is just so easy. Lot's of opportunities to track all forms of communication and keep it in one place that is hyper-easy to access. Great for noting the relationship you are building with customers and clients.

No major complaints. Like all systems, the integrity and accuracy of the info entered will reflect how valuable the information will be.

I used to have issues following up with different clients who were at various stages of the purchasing process. Keap allows me to streamline the information and to avoid missing deadlines and follow-up dates.

I really thought that the one on one coaching was essential

I think its a bit labor-intensive to set up

Staying in contact with my existing clients and growing organically from my existing contacts.

I love the Campaign Builder the most. It has so much potential for the internal organization but also comms with clients and marketing.

Sometimes the buttons can be misleading with some features. However, it's not been a big problem for me as I always find a solution when I reach out to customer support, search for explanations on the website, use Monkeypod blogpost or Keap User group on Facebook. So many options to reach out to someone for help.

Communication with clients - sending them necessary information & reminders. Marketing communications, invitations to webinars, newsletters. Sales pipeline, tasks, opportunities, calendar - for the organization of the sales process.

I like the functionality of the software to cover account records, notes, tasks and marketing opportunities. The visual organization of daily tasks and dashboard function make my daily jobs focused and productive! Being able to send email campaigns, broadcasts and tag customer needs provide individual service to each person that comes to our website.

I don't love the app, but the laptop/desktop version is amazing!

Follow up and the nurture flow for our clients is incredible on KEAP. No one falls "through the cracks". The Tasks and Note section make it possible for a new employee to pick right up where the last communication left off. Everyone who comes to our website gets a customer record in Keap and this makes it possible to contact and stay connected to meet their needs.

Keap is an exceptional company that has allowed me to be more places at once doing more things for my business that I could have ever imagined...

On occasion, as is the case with complex systems, my campaigns become a bit too convoluted to be reliable but that's as much on me as Keap.

My email and marketing reach and focus have been dramatically improved resulting in new clients and sales in a way I couldn't do on my own.

Keap's ever-expanding platform is keeping my business agile and scalable.

Some of the functionality uses 3rd party services (funnels, landing pages). Because KEAP does everything else so well, I'd love to see them bring this in-house and watch them continue to slay in the CRM space.

Managing clients, leads, and projects. Creating forms to gather the information I need to provide the best service to my clients.

The power of automation in business. The sales and marketing automation is always getting stronger and stronger. Gives us a lot of leverage

Nothing, I know software is always developing and getting stronger. If something doesn't work they always address it

Automate our online coaching that has saved us over 30 hours a month admin time

I love how easy Keap makes it to automate routine tasks. I have learned to save time by creating automated systems. My clients are served better and I have more brain power to focus on high-payoff activities. I also love how easy it is to create new products and set up payment systems. Keap makes earning money simple.

The only downside to Keap is the landing page builder. We do use it for some things, but it is not as robust as other systems.

I don't have to think about following up with prospects because we have created automated campaigns to do this for us. Our clients are served better and we have more time to generate more business.

It may take a while to learn where things are in the menus, but once you get it, you get it. Everything you need for CRM is here. My fave feature is the first-in-its-class campaign builder that's perfect for visual thinkers like me.

Email lists are tightly monitored and become unmarketable if you don't frequently broadcast. Using DKIM authorization for sending email is pretty much a necessity now.

Very complex funnels are a breeze as they are all laid out and interconnected visually. It's great for any business.

I was blown away at the amount of training I received from professionals that used KEAP in their own businesses. Not a call center but actual professionals that cared about me successfully using KEAP

I did not realize the learning curve I needed to create campaigns.

Creating automation and landing pages

Keap's Automation Hours are aimed at growing businesses like ours, full of inspiring ideas and techniques for selling and delivering our training and coaching service.

So much is crammed into an hour it is sometimes hard to keep up. Repeat viewing is advised!

How to engage and nurture existing and potential clients with a light touch and a serious purpose.

This system has enabled me to manage my leads with ease. I LOVE the integration with emails, texts, calls, notes, reminders, etc., and the automated tasks! It makes me feel like I have a team behind me when it is really just me and KEAP!

It would be helpful for users to stay signed in when they open a new tab to open Keap instead of having to sign in with each tab.

I was losing touch and/or forgetting about leads. Now I can stay in touch and manage with ease!

I started with Keap Pro and really loved the canvas and campaign builder. I wanted a robust system that would adapt to my changing needs. The online training really helpful, and the help desk was fantastic when I got hung up. But when I started using a shared campaign that had been built using Infusionsoft, I realized the time and date functions wouldn't work in Keap Pro. I wanted the functionality of Schedule Once, so I upgraded to Infusionsoft Max Classic. I really like the ability to add features. It's working so smoothly now.

I asked the questions about the differences between Keap Pro and Max Classic, but I didn't really understand the explanation. If I'd known about the time/date problem for those using Schedule Once, I would have gone to Max Classic right away.

I am looking to automate as much of my business as possible. Keap helps me do that. It stops emails when the desired goal has been reached. It sends out ongoing client feedback emails so that clients are always monitored without my direct attention at every stage.

What I've seen from Infusionsoft (now Keap) over the last decade is a strong focus on small businesses. They decided early to not expand into Enterprise which means that they can focus on real businesses that are beyond shopping for software likes it's a consumer item. They do well for startups and micro-enterprises though they don't compete for the freemium models so prevalent today. That means that customer services, training, expansion and exponential growth for my businesses are their focus

A solid platform like Keep's is a powerful battleship. There where you want to be for safety but not as agile as a tugboat.

automating my businesses so I can enjoy my life

The best part is how user friendly it is and all the levels of support.

What do I do with all the time I've reclaimed? Just kidding... now I can focus on things I enjoy instead of the busy-ness of business.

It's so easy to connect, stay connected and nurture both prospects and clients. I don't have to worry about any tasks falling through the cracks or trying to remember every detail in my brain / notepads / post it notes. Pretty sure I'm saving some trees here!

No matter when I call for help, I reach someone who is totally there for me. This time it was quite a puzzle about an affiliate and billing that I hadn't encountered in 10 years of being with Infusionsoft. He worked until we solved the puzzle and then asked if he could help with anything else. I really can't say enough about Infusionsoft's support. I just wish other services I use were as exceptional.

Hmmm, I can't think of anything I dislike except maybe some small things. My business runs so smoothly because I'm using Insusionsoft, and if there's a glitch, they help immediately. I know I'm supposed to give a dislike, but immediate help when you need it is vital. When I'm busy, I don't have to wait for an email response which always brings up another question. One on one help that's always there is important to me.

Infusionsoft pulls so many different aspects of business into one system. The biggest benefits are how easy using Infusionsoft has made running my business so I can focus on other things. The automation and the campaigns I can build are a lifesaver that works behind the scenes to keep my customers engaged.

I get really good tech support immediately, by phone.

You might think its power is complicated.

I use Keap's eCommerce store to sell our software products, dispense license keys, & follow up with emails.

Best is the affordability without sacrificing capabilities.

I would like more contacts allowed before capped.

Finally I have a functioning list-building machine! Love how it integrates with anything and everything, like my FB ads, web site, etc. Besides helping me finally get a handle on my contact management, I love using it to send out my newsletter every two weeks to subscribers. Very easy system.

CRM & Marketing tasks I can do in one place

Doing things in Automations can be a bit complex

Streamlined marketing

All in one solution, easy to use drag and drop builder, CRM, partner community and company values. Being able to quickly sign up and import contacts is helpful. Being able to easily segement leads in different ways helps keep lists clean.

Need to update the e-commerce module in legacy Infusionsoft. Would like to have more intuitive editor for crafting emails. Being able to integrate directly with Salesforce would be very helpful.

Lead generation and prospect/customer follow up with email sequences.

The most handy part from my personal from past experiences with certain platforms, is that we have control and can add any new funtion to any part to Keap, unlike other platforms that seem very limited at times. You can add, remove, design the platform to obey your commands.

nothing really never thought about it, because truely I don't know the whole software to know if there is a function or any detail I could add, since right now is just designed in a certain way for our business.

keep up with clients accordingly, having the right reminders and follow up tasks to complete. Able to organize in a very crisp and presice way the category of our clients, intaking valuable info and note sections, being able to cut work in two since templates can be linked directly with any email, so with just a click I sent an email that usually takes time to paste and copy into email browser. I can design various emails and just have them ready and it automatically fills in the clients info into the slots and I can put my personal signature linked as well...just from 1 mouse click.

The personable customer service. During the tech age, automation is a wonderful addition making implementation of tasks easier and quicker. But if you need assistance getting started or resolving a problem, today you are often met with clueless bots, which do even understand your issue, much less provide a solution. The representatives in Keap are attentive, knowledgeable, effective and live. I actually enjoy talking to them, instead of being apprehensive about asking questions

It is still sometimes complicated and requires patience and a certain level of technical knowledge. But, as I mentioned, if you get stuck, there is someone to help, a big improvement over many CRM systems. Search systems can always be improved (e.g., sometimes what I am looking for does not exactly fit what the system searches for).

To develop easy, repeatable pipelines for sales of products and acquiring and storing leads. It is helping me automate actions (e.g., thanking people for order, delivering receipt or certificates in exchange for emails, etc) that I use to do manually.

Infusionsoft / Keap is the most intuitive and customizable solution for my business.

How complicated I can make the campaigns

Automate my lead generation, sales campaigns, customer experience, delivery of training courses. Everything happens automatically creating truly evergreen income for me.

The system is only limited by your commitment. The team and resources are there to create the things you need to sustain and grow your business.

We personally never have had any issues with Infusionsoft/ Keap

Keeping our contacts list clean and updated. Multiple campaigns for communications and sales.

I like the fact that Keap is available on all of my devices and I can very quickly access my calendar/availability realtime. Since using Keap, I have not missed meeting appointments and more prospects have reached out to me to schedule meetings. It has completely eliminated phone calls and emails back and forth tryiong to schedule meetings! Great time saver!

Feature wise, I'd like more eblast capability. There are several steps involved and I'd like a simpler, drag and drop approach- I'm not strong in setting up sequences et cetera. I'd also like ALL of the emails on my server to be connected to specific Keap contacts. In the technical area, the only issue I have is the app doesn't format to landscape view on my tablet or cell phones - it's always in portrait view - not a major issue though!

Follow-up, follow-up, follow-up. When contacts call, text or pay invoices in Keap, my response and follow-up is excellent! Keap has streamlined my follow-up by keeping track of important conversations I have with prospects and clients. This has replaced the cost of having a virtual assistant keep track of all of my follow-up responsibilities.

What I like best is how easy it is use to use and how it integrates with other systems.

What I do not like is there have been times where infusionsoft has not been let known of an update from another vendor so I have to deal with down time.

A big problem I had in the past with CRM's was finding contacts and using tags for a contact. Infusionsoft makes this very easy and saves me a lot of time which is a huge benefit.

I love having the flow of leads coming in the ability of Keap to take those leads through the sales journey.

Sometimes the automations don't immediately fire when a contact moves from place to place in the pipeline.

We are improving our follow up process and that is making our customers happy.

I love that I can collect invoices, create appointments (synch with all my calendars), create emails and campaigns with simple yet beautifully designed formats.

I need to use other apps (like Zapier) to automate with my other platforms (Practice Better).

Much of what I do in terms of organizing my marketing and business are in one spot. I love that I can email, check on my invoices, follow up with clients and not have to be on the computer for it all.