Keap Reviews: 4.3/5 — Solid Choice

Keap has helped me automate many mundane processes in my business. These are essential tasks that I don't have to DO anymore!! It also helps me keep track of my leads and sales, so I don't have to hunt down my numbers.

As with any software, there are going to be issues from time to time. Keap is no different in that regard, but I know that they care and work hard to resolve those issues quickly and effectively.

The main problem I've solved is nurturing my leads and tracking my sales. I've got reports so that I can see how my sales THIS month compare to the same month last year and the year before. This has been invaluable to me.

Thanks to Keap's social media management tools, I can systematically serve and monitor my clientele in a previously impossible way. Simply put, it allows me to know my target market so I can effectively advertise my services on social media, popular websites, and other high-traffic areas. It's a sales funnel and diagnostic for various search processes that examine potential client events or profiles

While I prefer not to wait long between updates, programs must be periodically tweaked for improvement.

Thanks to this program, we have expanded our customer base; it may be the most effective marketing management software we have ever used. Keap has several valuable features that have helped us achieve top-notch results across our social media platforms. It's easy to use and has a solid design, so you can manage your marketing strategies effectively and potentially gain more customers. In short, it can be trusted; it has proven excellent and will improve your needs management methods.

The most helpful aspect of Keap is the ability to set up campaigns with tags and triggers and then sync to FYF dialer to be able to call text and email quite quickly.

Honestly, I am still not super well versed in the back end of Keap but what I know that is frustrating is when we get emails blocked despite all efforts to eliminate spam triggers.

Keap is solving the problems of lead management and organization as a true CRM. With thousands of leads to keep up with, it makes it possible to know exactly who talked to who and when.

The automation of all of the different products & Services needed to run a small business. CRM, phone number and text in the app or desktop, email, scheduling, quotes, invoices, estorefront, Payment Gateway, the complete A2Z for a local business.

That's the thing over the four years, I have seen them fill the gaps in their software and become the complete solution for local businesses.

Keap helps you by staying organized with less people in the office. It helps automate routine tasks like text and emails to clients to make sure they show up on time or pay their bill, etc. Keap plugs the hole in our bucket of business.

I love the ease of automation from first contact through every step of the customer journey. We are able to keep track of where they are and clearly meet their needs.

Some of the automation can be tricky, but easily manage. I would love to send text broadcasts or even voice broadcasts through the system of automation.

organization has been system used and now we have more time for higher level tasks.

the m400 suite gives us the ability to manage all of our contacts and integrate the API into our internal systems to manage payments and access

Sometimes it will be hard to use or understand. Downtimes often approach unacceptable levels

The downtime issue is something that is an ever evolving issue that they are always working on

The vast number of integrations with other solutions makes Keap an excellent resource for creative campaigns and business solutions. From lead management to email campaigns, to VOIP and Gmail integrations, Keap covers all of our specific needs and makes it easy to integrate beyond those immediate needs when necessary.

There isn't really anything that I dislike, however it would be a time saver to be able to import multiple emails into a campaign rather than building each email individually, and for basic users that require only access to contact records, a simpler contact view would be nice to see. I think there is a very nice basic view availabe to lower level Keap users, but for those users that require all the bells and whistles available within the Keap/Infusionsoft solution, the basic user view is not available.

Lead management, prospect and client nurturing. It's easy to create automation and develop relationsships with other companies and solutions as a result of the versatile options available.

I love the fact that KEAP helps us automate much of the follow up that might otherwise be forgotten or missed. We can streamline processes, put people in nurturing campaigns and make sure we are touching bases on a consistent basis.

It is a little confusing at first and does take a bit of time to get ramped up- this is something we have worked through. A ROBUST tool requires a ROBUST investment of time and energy!

Follow up, nurturing campaigns, call reminders, marketing tools, staying in communication with segmented lists, lining out promotions for segments of our list, troubleshooting with segments (people using different processing devices for example)

KEAP helps me automate businesses for my clients. I can capture leads with multiple opt ins create products and automate product delivery and email delivery for campaigns. The referral partner feature lets you automate the referral process.

KEAP will at times make a contact as opted out if it does not appear engaged which is not always desired

Marketing solutions and invoicing are make convenient and easy to use.

The ability to create almost endless automation of emails and other business tasks is incredible. For me what was overwhelming was where to start, but thanks to the community and the availability of endless examples and articles I could quickly figure out where to focus my efforts. For anyone starting with Keap, I highly recommend doing one of the Keap Academy workshops to get you going!

The only thing that I have struggled with so far is that the double opt-in email is not very customisable and therefore I struggled to implement it into my workflow but that's where the community came in and helped with suggestions.

Keap is making it easier for me to provide a "high touch" experience for my customers which I was lacking in before. I am hoping that over time it will help me generate more leads and assist in the "nurturing" process. I would like to look back and say that thanks to Keap I was able to get "true fans" faster with less effort by automating a lot of the repetitive tasks involved in creating a community.

As a new user, I am learning how to use the platform. Keap offers multiple approaches to learning, including open office hours.

I haven't used another CRM so I am not sure how to compare.

Keeping up with referrals, potential clients, purchases, invoicing etc.

Easy to use and input your data and also create campaigns.

Analytics do not seem as accurate when compared to our customer's feedback.

Improving Campaigns and new ways to create them.

Set it and forget it (minor tweaks are still necessary)

The learning curve is a bit too steep for an average user

Lead indoctrination and CRM - you can't put a price on that

Keap is easy to use. No hassle from login to production to capping off my day.

Sometimes the export emails take longer than expected.

Automation is the best solution that Keap provided to ouyr company. Everything seems to work fine and day to day is easier now.

The support and guides that they provide. Especially the video library - they give you so many ideas.

It takes some time to understand the customisation.

Automation and pipelines

Keap has been essential in creating a process for me to follow when adding new prospects and clients to the CRM. The platform has also been very easy to navigate.

The invoicing system is very difficult to use both on the frontend and backend. Creating invoices with any kind of complexity is not available. Having open tracking tags on single-use emails would be nice and the app has very limited functionality.

Keap is an all-in-one tool for most small businesses. The biggest benefit it has had for us has been the CRM, Email marketing and scheduling tools all in one place which makes our day-to-day tasks much easier.

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

Streamlining business needs & handholding. It has been such a peace of mind experience to work with them.

Nothing. At. All. Unless they want to offer their services for free, I'm onboard & a huge fan!

Walking me through understanding Keap & the automated ways that they have brought processes is incredible.

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 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.