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 |
|
---|---|
Segment |
|
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 |
The best part of integrating Infusionsoft into my business is saving me time by automating all those daily repetitive tasks.
There is quite the learning curve in order to figure out all that's possible, but the Infusionsoft team provides tons of examples on how to.
As I begin automating my business I realized there's so much more that can be automated allowing me to more spend time learning and focus on more ways I can be of better service to my customers.
I like how the app works well with my the CRM and how easy it is to tag and follow up with customers
It took a while to learn, its not simple but worth learning , the tagging system works well and is easy to use once set up
We have a much better follow up system now
I have a team of knowledgeable professionals working with me, listening to my ideas and providing valuable feedback and insight in order to create amazing automated E-mails and campaigns that save me time while connecting me with clients.
I like everything. There are no dislikes.
It’s saving me time on e-nails. I like the quality and look of my website and emails and campaigns. I like all of the Info I am able to track on each client.
I have team members in five geographically different locations, infusionsoft allows me to have a central location for all our our client data allowing for incredible access to all on the team.
Emails through the system have been difficult, and we have stopped trying to use this feature.
Being able to keep up with which client purchased what product and worked with which team member what a challenge as we grew. We no longer have that problem. We have also effectively created tags allowing us to track client successes.
I really like the visual campaign builder, definitely makes it easier to see what you'r doing and make sense of it.
I disliked ( past tense ) the learning curve but once you're up and running the ideas just keep coming.
Save time emailing people is a breeze tracking and engaging.
The ability to segment data with tags. It’s ability to work with other external apps The community of help
It can be expensive at first glance and setup can seem very time consuming but it’s worth every second and every cent
We save a fortune on staffing and it never takes a duvet day!
I like the logic of the software and the tagging system and the campaign builder. The available price is exciting and the software offers a ton. Also, the new landing page builder is awesome.
sometimes it does get confusing - I wish someone could sit with me with my specific issues. Help chats are not always helpful unfortunately. More individual attention at the live events. Phone support.
Managing our entire email broadcasting from the software and then analyzing the data, reaching our customers in professional, beautifully designed way and building automated campaigns saves us time
I LOVE the customer and tech support that Infusionsoft offers, which is unique!
We need better activity reporting. This is the only weakness with this program
I am able to reach those business owners that have opted into my email community.
The seemingly never ending ways we can extract and segment our databases, communicating specific messages dependant on actions. Its fantastic.
As there are so many things you can do, getting up to speed with how to do them can take time - that said its often worth it.
Segmenting database, tracking activity, moving prospects through lead stages all been essential for us to send the right messages to the right people, at the right time.
I've been using InfusionSoft since the early days of the red & black logo. I became a partner in 2015. In August 2017 I pivoted my business and was no longer a partner. I was no longer using InfusionSoft or any other CRM for that matter. I know the value of time and automation processes. InfusionSoft does too. In August 2017 I had no processes in place, and I only had two new clients that month. Fast forward to July 2018, after talking with Jillian Littlejohn about the progress of InfusionSoft and all the changes they have made to their Partner Program and the application itself, I thought I give it another go. Jill made me an offer I could not pass up. My first year anniversary for my new business was fast approaching, and I wanted to double the number of people I worked with coming into this new year, so I quickly built out a 3 month follow up campaign for sales appointments, I completely automated my onboarding process and I created a WOW campaign to make sure my customers were happy with my service. In August 2018, I did not double the number of new clients; I tripled the number of new clients for that month. Yes, the automation worked like a charm. In less than 30 days I on-boarded 6 new clients.
I don't like that I have to use a third-party paid application like Zapier to have my Calendly appointments added to my prospect list. I do this manually. I also wish that the iPhone Application (I'm still on the legacy version of IS) would allow me to work in my internal forms so that I do not have to be on my computer for sales calls.
built out a 3 month follow up campaign for sales appointments, I completely automated my onboarding process and I created a WOW campaign to make sure my customers were happy with my service. I'm saving time and I look more professional. The engagement I get is much higher now. (SideNOTE: Your Upload a Sceenshot button does not work.)
InfusionSoft is the backbone of our personal training business - it manages all of the processes and automates the client lifecycle.
A little difficult to learn in the begining but with time you will get the hang of it.
automation - marketing automation, client lifecycle marketing, follow up, etc...
Ease of use, and easy to track customers based on your own criteria.Once dialed in this program works virtually seamlessly
Like any CRM, it takes a while to get in the flow of utilizing the tool the way it is meant to be used. Uploading your customer list and tagging them so your can group the customers specifically is very time consuming but worth the grind!
Marketing Campaigns. We love the ease in which you can build campaigns and monitor their progress. Being able to target certain groups based on how we tag our customers is amazing.
Strong email delivery results have been very helpful.
Still a little complicated to learn how to quickly build campaigns.
It's a simple and effective way to maintain strong relations with clients.
I love the power of the platform. It is great for small businesses.
I wish that little guys like me could get simple training to help. Sometimes the language is too complicated and not intuitive. I would love to be able to leverage all its capabilities.
Email marketing, followup with clients, and people management.
This program is SO robust! The automation is amazing, and the customer service is great. I mean, you can run your entire company out of this program.
There's a hefty monthly charge, but it's worth it! We've made our investment back already.
All client record keeping in one easy to access platform. Making better use of our time with automation and grabbing leads while they're hot to make the conversion.
Inizialmente odiavo i tag, non capivo l’utilità e mi sembrava una fatica sprecata, ora è la cosa che mi piace di più, perchè sono in grado di sapere a quale punto del mio funnel si trova il mio potenziale cliente
Non è possibile cancellare dal cellulare i contatti che chiedono di uscire dalla campagna attiva e spesso non ho il computer a portata di mano per alcuni giorni
Conosco perfettamente quanti contatti ci sono, davvero interessato, quale probabilità di vendita ho, questo mi rende più sicura
I love the functionality and the customer support.
It is a complex and highly functional system. There is a steep learning curve involved when you are starting out.
I wanted to solve the problem of digital product delivery. They were definitely the company to solve my problem. Their customer service is excellent and my customers get a smooth, personalized experience.
Using Infusionsoft to automate my business allows me to spend more time with my family and will run at night when I'm sleeping.
I would like to be able to replicate campaigns and then search for keywords in a campaign so that they can be changed without having to go into each process and manually change each keyword.
It allows me to have my business running in the background whenever I am not there. Automated campaigns will trigger emails that are sent out to prospects as soon as they action something.
I have been using Infusionsoft since June for my Real Estate Business. The software has saved me many hours of emailing individuals with my marketing material. With Infusionsoft I have been able to set up campaigns that run automatically when I enter the contact's information. There are tasks that I can create and reminders I can set and so much more. The software is so easy to use and the help and support is outstanding. You can reach them anytime by chat or by phone. If yo are looking for the software that is easy to use and has a lot of features, then I highly recommend Infusionsoft.
Nothing, I like everything, this is the best software ever
The software has given me time to do other things without spending all day setting up emails and landing pages. The templates they offer are outstanding.