Keap Reviews: 4.3/5 — Solid Choice

The campaign builder is fantastic and constantly being updated and improved.

Some of the "legacy" tech is outdated and I'd like to see removed and simplified.

We use it for all our sales and automation. It's been a game-changer for us.

I love that I can apply "tags" to my customers. It makes it very easy to search for customers who match the criteria I am looking for in order to generate leads to fill my sales pipeline. It also allows me to quickly see what the customer's history with us by searching tags rather than manually looking in the "person notes." I also think its great that I can see if a customer has viewed an email I sent or not.

When the quick search goes down it is hard because I often use Keap when I am in the middle of online meetings and the quick search is very convenient to quickly pull up a customer. I also wish that you could use quick search to search companies rather than having to go to the Nav menu.

The problem we have solved with Keap, for me, is the ability to track the emails I send. It allows me to see if a customer has actually opened an email from me. Sometimes a customer will say that they called references that I may have sent in an email at their request, but when I look it is easy for me to see if they are not telling me the truth. Or if they say they did not get an email, I can look to see if that is really the case.

Keap has let us automate all of the important processes in our business. It handles our recurring billing, marketing and even task management. We love this platform!

I wish it was a little simpler to use but they are improving it every single month, so it just keeps getting better and better. I love the new landing pages and text message integration.

It has automated all of our recurring billing. It even follows up with customers whose cards have failed and gets them to update their credit cards. We also use it for all of our email marketing.

I loved the 6th Division presentation. The concept of "Automatic" vs "Automated" really resinated with me. Taking a deeper dive at our customer journey and making it "automatic" is a major goal of ours in 2022.

Most of the presentations were geared around entrepreneurs. I would have liked to see more advanced Keap campaigns broken down. We use it in a company that has 700 employees and have been using it for a few years now, things like how to clean up contact records, how to avoid over tagging, things like that.

The main issue we solve is using Keap as a bridge between multiple ad platforms and lead channels to our internal sales software and database. We have limited resources when it comes to database developers so using Keap as a reporting database is something that has been a game-changer in our department. It's something anyone on my team is able to access and pull contact record reports without a developer needed.

I've just recently come home from Keap's user conference IKON. It was really great to be back at an in-person gathering, and I was inspired by seeing all of the ways people use automation in their businesses. I came home with lots to work on and have got some of them done in my Keap app.

I can't think of anything specific. Sometimes there is so much new stuff being added that it's hard to decide what to implement next. There are good tools provided to figure out what the strategy should be.

I automate my customer onboarding and trigger a bunch of tasks in other tools based on that onboarding. I also put my leads from networking events directly into an internal form so that I know to follow up consistently.

With Keap, I have saved so much time, made so much more money, and been able to stay organized and on track of my tasks. It's like having a full office, when in reality, it's just me behind the wheel.

I don't dislike anything! Keap is so ready and willing to help me, and if I ever have any trouble, there is always someone able to assist me near instantly. If I ever run into issues, I am helped right away, and that is why I keep coming back to Keap.

My business is all about growth, and Keap helps me automate things and stay on top of it. I am able to track my clients, make sure they are getting email updates from me, and make sure they stay involved even when I am working on other things.

Keap has enabled us to substantially cut down on the time it takes to effectively communicate with our clients and prospective clients while freeing us up to better serve our clients.

I dislike the fact that it took us so long to start utilizing this amazing tool.

We admittedly were weak in keeping up with regularly communicating with our clients. Keap has made it much easier through automations and pipelines to help manage our client journeys.

The best part about Keap is the pipeline and the automations. I love that my clients get email and text reminders about our appointments. The pipeline itself is super user-friendly and allows drag-and-drop, which is great for my neurodivergent brain. The upsides of using keap is that everything stays organized with very little work from the user. And I love the calendar integration. It makes my life so much simpler.

I wish keap could use my normal phone number. Also the time zones don't switch automatically with daylight savings. Also, I had an issue where the automated reminders were telling people the wrong date. That may just be a bug. I wish the appointment setting were easier - its kind of annoying that i can't send someone a calendar link and i have to go in to the site every time depending on how long the appointment is. So my clients can never pick the length of an appointment.

I'm solving scheduling problems; I know I'm way more organized. It is definitely helping my business and helps me onboard new team members easier. My schedule is much more full with no differing effort from me.

I love using an industry standard product that is proven and well-known. Email system is great.

I don't like that so many emoji are not supported.

Keeping in touch with my mailing list. Love having the option to schedule emails and create automated campaigns.

I love te automation and I literally have everything in one platform. I have my task list, my pipeline, my contacts, and my ability to build out automation that links everything together! I also can invoice my clients directly out of this system!

Currently, there are a few things I need to make my business run smoothly. I need to be able to add the "deal name" from the pipeline into my automated email and I need to be able to send invoices based on hours, so decimal quantities.

Automation, project tracking, Tasklist tied to my contacts, 1 system for all my business needs! It's so helpful! Thank you so much! Getting this system up and running has allowed me to hire my first employee and she now can run my business through keap.

user-friendly application and easy to navigate

I cannot view my follow-up commands when I tag follow-up. The follow-up does not populate in my dashboard.

I need to be able to view my follow-up activities.

It is exceptionally vigorous and has a component for pretty much everything a private venture needs. I love the wonderful way simple it is to give subsidiaries all that they need in one spot to be effective.

It requires some investment to set up and figure out how to utilize, yet it merits the work. In any case, if you can move beyond that, it will save you time and increment your benefits over the long haul.

I suggest the item however get the right ability to assist you with setting it up effectively for what you want. Assuming your fundamental needs are internet business and showcasing efforts, this is an extraordinary instrument.

It’s a “set it and forget it” software. I can trust it to perform like I need it to and allow me to operate my business at a higher standard than without

The only downside to the program was the learning curve but that has since been improved through their new on boarding process. I benefited greatly from the hours I spent with my coach getting started.

The biggest problem solved is time spent on follow up. The benefit I’ve realized through Keap is how I can track client lifespan so easily

Extremely powerful! I've been using Keap for years and have never looked back.

They are still working on bringing features from their advanced software into the base levels.

Ease of automating follow of to leads, prospects, and clients. Saving our team time!

Keap is a centralized place for all my costumers information and it helps a lot with regular automated tasks.

Only thing I wish it had is better foreign language configuration. Sometimes my Portuguese costumers get a few English words.

Filtering leads with landing pages/web forms. Following up with leads and costumers with regular automated tasks.

The ease of use. Exceptional support. Quick implementation. Ton of capability

Since it's newer, requires a lot of customization. Would be nice to have pre-built templates for different industries. Sometimes a little slow to load

Good to keep client contacts. Will be using automation in the future. Awesome integration with your smart phone. Good phone and texting system.

My account rep has gone above and beyond maintaining my relationship with KEAP. I have enjoyed the software, and it has helped me push my business to the next level.

I wish I could automate my leads from automated.ai into keap

Keeping my contacts all in one place and placing them into an automation

Keap has been one of the best choices we have made in our business. Keeps us up to date on what we are working on, notes, email marketing its just great.

There is nothing I can say I dislike from it.

Organization with the clients and how we can create a file to put everything we need in one place.

The Keap team is constantly working hard to offer upgrades and improvements to the CRM, which has incredible automation for an all-in-one CRM solution.

Certain integrations and features helpful to nonprofits like mine can be limited, but the Keap team is always listening to our needs and offering solutions. New integrations and upgrades come out all the time! We love it.

Keap helps us manage multiple membership and marketing lists,

I like that it combines scheduling, invoicing, emailing, and overall client organization into one tool. I love using the mobile app, and was surprised when it came with a business phone number ready for me!

I still am learning how to use it to simplify and automate more of my business. I have a feeling that if I dug more I'd find some quick automations.

It's helped me step up my game and image as a business, and it gives me a smooth system to keep things running.

You can do basically anything with infusionsoft

I find that it frequently goes "down" and we aren't ever notified that there will be maintenance happening so it's just in the middle of my workday that it'll go down for an unknown period of time

managing an entire customer base

The marketing and workflow automation & lead scoring.

Some searching functionality and some reporting aspects.

Lead capture and follow up improved with this system and having targeted messages going out based on interests and purchases. Organization of data. Web forms online integrate. And reporting to see metrics in business.

Campaign capabilities, email editor, customer service

Sometimes difficult to navigate, sometimes difficult to learn

Customer automization, email campaigns, subscriptions,

organizational features for prospects and leads

My phone application does not connect very well to others. Clients have a hard time hearing me.

Staying in touch with clients and prospects

What I like best about KEAP is... EVERYTHING!!! Like, I love that I can text AND email in the same system. I love using KEAP to set my appointments, create invoices and integrate my online merchant provider to receive payments. I love setting up marketing automation that frees up my time to do the recurring tasks that I no longer have to do or hire someone to do for me! I love that KEAP has integrated landing pages, so I don't have to re-invent the wheel each time I want or need to launch a new targeted campaign. Frankly, I invested over ten years of my life and over $850,000 in building my own SMS & email platform... I am now using KEAP... what's that communicate to you? It should share everything because it matters!!!!

What I don't like so much about KEAP is... well... as a newer certified partner, I feel like there are too many logins and places to go to get the information I need when I need it. Admittedly, KEAP is an extremely robust platform, so I come with compassion and understanding, but there are just too many places to get information. Then, when training for my Certified Partner certification, I was redirected to too many different places to watch training videos. Also, I feel that KEAP could allow us to purchase additional characters in the SMS platform. If we submit 160 characters, the cost is $.04 each SMS message, but if my SMS is between 160 and 320 characters, I would love the option to pay $.08 each. Furthermore, I think KEAP should combine their SMS text box with their eMail system at the time of broadcast so I can do it all in one window. Also, I would like to be able to edit multiple contacts all at once. But, besides these minor inconveniences, there is NOTHING I would change. It was a lot, but that is my ONLY complaint.

The main problem we're solving by using KEAP is combing our systems together in one place... It's a CRM tool, a communication tool, a workflow tool, an appointment tool and much, much more... all in one simple system!!!!

Landing pages, broadcasting and activity metric insights

Nothing at all. This system seems to have it all.

Contact management and prospect creation

Keap is at it best for their automation. I love how easy it is to setup weekly reminders for my clients, lead generation campaigns and even all the emails that need to go out to all members of my membership. It saves me a shitload of time and money.

lol, that I sometimes have forgotten that I have automated a process ;)

Sending weekly notifications to my members, sending a welcome email when someone signs up for a course, or when someone purchases a product.

Having worked with over 1000+ businesses over the past 8 years, I've seen the ins and outs of almost every sales and marketing automation software on the market. Most entrepreneurs and small businesses we've worked with turn to Keap as their software of choice because their current solution lacks many of the features/functionality that Keap has built into it natively. Some of the features I like best about Keap are the powerful and customizable customer relationship management (CRM), sales and marketing automations, sales pipeline, broadcasting via email or text message, a business phone line, and appointment setting system - just to name a few! Keap continues to innovate with new features to blend ease-of-use with their powerful tool to make it easy for all entrepreneurs to start, grow, and scale with Keap.

A few years ago the development and innovation of the software seemed to have really slowed down. This created frustration for us and we openly shared this with Keap. Over the past year, we've seen a 180 on the product development speed and have been delighted with the number of new features and product innovation that's being consistently released!

As an entrepreneurial small business, you need a robust and agile software to function as the tech backbone of your business - and Keap checks all the boxes! The best part of this software is that it's so versatile we've seen success leveraging Keap to capture and convert leads more efficiently, along with getting paid faster and making more money for every type of business (product-based, service-based, online, or brick-and-mortar businesses).

The Campaign Builder (Advanced Automations) is a super powerful tool for automating tasks, including marketing. Because I know certain leads are very likely to be interested in certain products, I can use this feature to automate the delivery of timely emails. Putting the offer in front of these leads at the exact right time increases conversion rates. Now that I have the campaign created, I don't have to do anything -- I just receive the order received notifications!

Not a lot to dislike here, it's a very capable system, and the support options (online documentation, chat, phone, facebook, etc.) make it possible to overcome any challenges you run into.

It's a sales and marketing automation solution, and no doubt it helps me take care of both of those handily. Keap helps me keep in touch with my clients with the right message at the right time, and that, for me, translates into increased sales.

How easy it is to maintain a database of 4200 and incorporating campaigns, etc., for marketing purposes. Seriously, I'd be lost without this software. I love being able to categorize people into separate groups to receive different messaging, the ease of updating, and the terrific campaigns are the best!

Not much, in fact I can't think of anything. This software works so well for my entire brokerage! I assume you have the ability to text, but I haven't incorporated that yet.

Benefits are numerous, targeted marketing to different audiences, campaigns with grace and ease, MyDay is invaluable, and notes and tasks are easy!