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Keap Reviews & Product Details
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 |
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|---|---|
| Segment |
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| 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.
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.