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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.
I like the campaign builder in Infusionsoft. It helps me lay out the steps of each piece of communication with my clients in a way that I can easily see and monitor. I also like the dashboard which helps me see the things I need to track at a glance as soon as I log in. I also love that my Infusionsoft ID lets me log in to all of my clients accounts as well as my own in one place. Duplicating sequences and pieces of sequences in campaigns helps me to get things done in a shorter period of time. Productivity at its best!
Some of the reporting is less than simple. We use the campaign builder a lot and the email reports don't show everything we want in one report. We have to compile some things manually. I also don't like that order forms are not available outside of campaigns. So if you forget where you put something you have to find it.
Recurring payments are big with my clients and me, and that is great to never miss one that is due. Or to have automated actions that can take place when someone's order doesn't renew so they can be reminded or removed from a sequence or membership level. Copying campaigns and forms and emails also makes things very simple for a user, to duplicate complex campaigns or recurring events like webinars or launches.
Lo facil que es dar seguimiento a todos los aspectos tanto de venta como de marketing. con infusionsoft una estrategia basada en la máxima automatización de las acciones, intentando que el tiempo que dediquen los empleados a estas tareas sea el mínimo posible.
que no estan en español aun las formaciones, tambien que algunas cosas que necesitan ser ejecutadas por un especialkista del mismo infusion y hay que pagarlos y a veces siendo una pequena empresa no tienes como
los envios frecuentes y los recordatorios para los empleados dentro y fuera de la empresa:CRM, para gestionar tus contactos y guardar histórico de: ventas, visitas en la web, segmentación… Lead Scoring, puntúa a tus contactos para medir su interacción Sistema de Afiliados, vende más teniendo una red de afiliados Ecommerce, vende por internet tus productos Campaign Builder, automatiza tus procesos de marketing y ventas Facturas/Presupuestos, gestiona los documentos desde la ficha de contactos Email Marketing, manda emails a tu lista de contactos Gestiona las Oportunidades de venta de tu negocio Gestiona las tareas de tu equipo comercial y ventas para dar un mejor seguimiento a tus clientes. Analiza cada una de las funcionalidades anteriores con reportes y “dashboards” que te permitirán tomar mejores decisiones en tu negocio.
Ability to automate and segment customers.
Understanding all the different features
Automating different campaign and creating different sequences for customers and prospects
Infusionsoft is great for marketing automation and once you become proficient, is a great way to manage and market to contacts.
It can be challenging to learn, and that's what makes it difficult.
Consistent customer communication has been enhanced with Infusionsoft, and building a database with tagged contacts allows us to segment our messaging effectively. It's affordable and there is an excellent Help Desk that helps you ramp up and utilize it effectively.
The best part of Infusionsoft is the client experience. I have yet to come across someone in the company who didn't make me feel like I was a top priority to them and that they genuinely wanted to help us make our application easier, more efficient to use and help us solve our problems.
I can't say there is anything we don't like about the product. It has made a huge difference in the way we manage our online business.
Management of leads in our within our company and our past clients. It has made the task of sifting and sorting a much easier, more manageable task.
The fact that you can ise Infusionsoft as the hub for all your process automation
The fact that the single email builder is still old and clunky
Improved process efficiencies since using it for automation and tying it in woth various apps to streamline processes. Getting the same done with 1/2 the staff numbers
I did a great deal of research and Infusion is the way to go. It offers many more options than other CRM out there! I love my visible pipeline and the campaigns handle a huge chunk of my work in automation!
it runs a little slow from time to time and the screen refresh is slower than I like.
You cannot go wrong as a company with all the integrations, and automation. You will see much faster engagement with prospects and much better tracking on your side.
The customer service whenever I have a question or a need is perfect!!
Not much... sometimes the depth and complexity can be daunting... but that is also why I love this software.
The ability to create and set up systems for ease and efficiency. Being able to set a sequence and let it run has been the most valuable thing for my business.
Campaign builder is amazing. It allows me to market to my prospects any way I want.
Sometimes it slows down, that makes it frustrating.
We harvest leads from our website that automatically goes into Infusionsoft. From there we have email campaigns that go out to prospects based on criteria they enter in the web form. It allows us to look bigger than we are and do it all with basically one person.
The all-in-one automation marketing that it provides.
The limited functionality of email builder.
We are using Infusionsoft for CRM and email marketing and automation and it has helped us make sure there are no leads falling through the cracks.
It is the only software of it's kind to include all the components that you need to be successful in your interest marketing.
Would like to see new features released quicker
Handling all of my marketing and automation
Campaign automation is second to none. Used properly the system is phenomenally sophisticated. You can use it at a basic level and it's great but it's real benefit is the power functionality.
User management and timed logouts. Both a bit of a headache.
Sales pipeline. Lead generation. Campaign automation.
It does all of the marketing for you. Without needing a bunch of bolt ons.
It's a bit hard to understand. But there are awesome certified partners in Australia. Such as Benelds.
I am automating my client services pipeline, so that noone and nothing falls through the gaps. It's a follow the bouncing ball solution.
The ability to connect multiple platforms and automate tasks that would usually require me hiring admin staff to complete.
I would recommend hiring an outside certified partner to help, I went at it on my own for a while and it certainly was not the best use of my time.
We've grown our business nearly 4 times over in the last 12 months alone, we attribute most of this to better ad campaigns which are track the customer journey through infusionsoft.
The collaboration of learning provided by Infusionsoft University that facilitated growth. Nothing beats chatting to others and being helped or offer same. It was great to have so many experts from IS and other partners there to guide us as needed to succeed. Simply amazing stuff!
Snacks need to be more on the healthy side.
We are transfering all our "other" CRM, Landing Pages, affiliate programs and eCommerce all under one roof with Infusionsoft. Benefits abound, central data, connectivity and support support and did I say support yet?
Infusionsoft is easier than ever to use and allows a small company to have a big impact on its CRM database. Was at an industry expo in Hershey, PA last November. The topic was Social Media and CRMs. The instructor talked about the varying levels of CRMs and placed Infusionsoft as the "Cadillac" of CRMs. It was nice to be able to raise my hand and talk about my neighbor in Chandler all the way on the east coast on how it helps me be the market leader in the east valley!
Infusionsoft has worked just fine for me and we upgraded from Constant Contact. It does have some complexities, but nothing that can't be solved with some work and a call into Infusionsoft customer service.
We have a number of campaigns automated with Infusionsoft. Firstly, we have a report card campaign that allows us to digitally send our clients updates with movies and pictures linked. We have new client, grooming and we want you back campaigns as well.
The technology is excellent and the customer service is even better.
There isn't anything that I dislike about Infusionsoft.
CRM, Facebook Advertising, Mail Merge, Mail and Email Campaigns, Landing Page lead generation, etc.
Once everything is set up correctly, it works like a charm.
There are some reports I'm not able to get that I really need, so I know how our campaigns are working.
As soon as all the campaigns are up, we won't have to worry about one-off emails. Our emails work in conjunction with our sales team.
Having a system where you can capture your leads, nurture them, convert them to paying customers and deliver your product is an amazing tool that every small business needs.
I wish there was more capabilities in the ecommerce functionality.
Automatically being able to collect leads and walk them through a sales process so that everyone gets the exact same experience is incredible.
I love the fact it draws people to my site. I love the fact I can create so many customized forms. I love that we can track so much in the system to give us the right data so we can make the right marketing moves.
Creating all the mapping that is behind the scenes.
It is solving our drip marketing strategies and creating forms for events to add new people to our nurturing system.
I love the tagging system. Makes segmenting your list a breeze!
I wish it connected to our revenue sources easier without having to pay $150 extra a month for it to connect to our shopping cart using Revenue Conduit.
Able to segment our lists to reach our customers on a customized basis. Nurturing leads on a short term and long term basis. Track where our leads come from.
Excellent CRM, automation & email functionality. Enables us to track all our customers, setup nurture campaigns and write good looking marketing materials.
Takes a lot of commitment to get it setup but is worth it in the end.
We've automated a lot of our transactional processes which gives us more time to focus on the value-add side of our business. We're now setting up our lead generation campaigns which will fundamental in supporting our revenue generation moving forward.
Automation emailing to get lead ... it a easy to use when u get a good training ... so u have to learn how it s work and how mentor used it...
It s à Big software and u néed a good training about it ... so u need time ...
Get new lead ... each month... I will publish next week
It's like our one-stop shop. The integration abilities are quite dynamic, and allows us to automate so many tasks and items that would otherwise take up too much time to do manually.
The mobile app is in desperate need of an overhaul. The camera function would often crash, and can only scan a certain number of cards at a time, as I believe they are still manually transcribed into the CRM.
Running campaigns and client engagement. The tagging feature is super convenient as we can literally classify contacts into certain campaigns with a click of button, or attributing another tag. The automation features have introduced a more feasible way to scale, through automation and integration with our other platforms.
The campaign builder and marketing automation.
The interface is not as intuitive as it could be.
CRM, Email marketing, automation.
Perfect for any type of sales log. My favour part is that I am kept upto date with all upcoming appointments which include client info, consultant assigned,or telemarketer who booked/sold, the outcome of appts and it even automaticity sends appreciation letter and further welcome information email (if sale is made) plus bday wishes to clients to continuely build report. Infusionsoft is my preferred software to manage client and consultant/representatives sale information
The only thing I dislike is that I have had small problems with the automatic email not sending our consultants an appointment email. Easy to overcome with healthy communication throughout the business
Some of my biggest issues are time related. This software allows me to complete 3/4 of my job role in the one place and saves time not having to individually type client info or double handle statistics and also gives all levels of management access to sales kpi targets and results (access can be restricted by director or manager depending on software user classification)
The interface to automate campaigns and/or product selling, the CRM that is embedded and the hability to alter the points calculated for engagement, you also have a full repository of templates to automate or help you design yor automated engagement for whatever needs should arise.
The editor could be revised with more templates, In the last webinar they told that the editor was under review and a new one should be out soon, either way you have to be aware of editor hacks to do the trick in some cases, it pays to watch the webinars and the youtube channel and then experience onto the solution itself. Whatever you do, follow up all the process to be sure that you got whet you built.
Increasing leads trough landing pages, automated following up on proposals and automated responses to increase the value to the client and also lead scoring
I like being able to build my own campaigns with this software and not have to rely on others to do something that I actually enjoy doing myself.
I dislike the volume constraints that Infusionsoft imposes on users, and the higher fees for larger volumes of emails.
Infusionsoft has made it possible for me to create robust campaigns that I would have has to outsource before.
Being able to manually edit orders and prices, which is important because our customers need satisfaction and this is how we give it to them.
Takes a while to load sometimes, slow system, but other than that not much to complain about.
Not many business problems, manually adding things are a huge plus.
The API allows you to really customize and work with data in whatever way makes the most sense for your business.
The API is throttled to prevent users from overloading the system, which is good and forces you to code efficiently (or inefficiently for some workarounds), but the limitations don't scale with the size of your business. If you're paying for 500,000 subscribers, you should be allowed to use more API calls. Also, it'd be nice if the throttling was more transparent. The systems should allow me to see how many calls I have available/have available through my app dashboard or through an API call.
This software allows us to automate every piece of communication from our company (e-mail, direct mail, texts, voice blasts, telemarketing phone calls, tasks, etc.
