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Unclaimed: Are are working at Keap ?
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 |
Compare Keap with other popular tools in the same category.
Its a much simpler way to design your Campaigns and broadcast to your customers.
It has to be a slightly simple way of building campaigns visually.
I am a community builder and have to be in touch with my community actively. Benefits are I am on top of the entrepreneurs mind.
I thoroughly enjoy the simplicity of the site.
I don't have a dislike, but I wish the site had a built-in dialer program.
It is much easier to keep up with all my contacts and leads coming in from Facebook.
The marketing automation in Keap is the best on the market, in my opinion. Keap makes building automation and campaigns very easy and accessible.
To quote a colleague, its biggest strength is also its biggest weakness. It can definitely be overwhelming and cause you to have decision paralysis.
Marketing automation - this is just the best solution for our business for smart marketing automation.
Navigation of system and convenience of documents accessibility.
Currently, there is nothing I dislike. The system has been exceptional.
Storing my contacts, and being able to provide invoicing and pricing to clients easily. It has allowed me to get started in the right direction with my business.
Before upgrading to Keap Max, I used the Pro plan. First, I was amazed and blown away by the skill, kindness, and promptness of the tech support team. If it wasn't for customer support, I wouldn't know how to use Keap. Next, I'm blown away by the Live weekly automation hour webinars. They are everything I've always wanted wrapped into one simple thing. Grady is fantastic, and the training is excellent! Then, the skill of the Keap developers is mind-blowing because they're constantly managing glitches and things that go wrong, as well as adding great new features. And, lastly, I appreciate the check-out feature in Keap Max because I'm gonna use it often, and it's easy to use. P.S.- the reporting features are superb. Tech support is too!
I don't particularly like that we can't use emoj's in our weekly email broadcasts, and there isn't a bi-weekly recurring payment option. The bi-weekly recurring payment option would help gain new clients because I could substantially lower their upfront costs.
I'm streamlining my client onboarding process, check-out process, weekly newsletter, and making my life so much easier. As a stress-free life coach, it helps to know with certainty that everything is running smoothly with or without my direct touch.
Keap (formerly Infusionsoft) is amazing for automating sales and marketing processes. With the ability to segment my lists and ample ways to personlize communications, I am able to build great relationships with my prospects and clients that result in more sales conversions, clients and referrals>
i would like deeper integration with some of my other software
I save so much time from automating many tasks.
I have been using Keap (InfusionSoft) for over ten years. Keap does it all. Automation is critical when running a successful business! Keap allows you to create marketing campaigns that you can use over and over for multiple customers. It also allows for tracking. You can see where your lead came in from, how they got there, and what is the next step to close the deal. Not only do you have a fantastic software, but the support behind the software is just as outstanding. There is ALWAYS someone who is there to answer your questions either on chat or a phone call away. Every person I've ever talked to with Keap is friendly and has the knowledge to help you resolve any confusion you might have.
Learning the ins and outs of the system can be confusing in the beginning. Especially creating a campaign.
Keap helps keep our prospects and clients highly organized. If I need to pull a specific list, it's so simple and easy.
I use Keap to send out a series of reminders for upcoming trips we host. It's really easy to set up a campaign series and then duplicate it for other trips. It saves me a ton of time!
Nothing really. Sometimes it's a little confusing, but that's really on me for not taking the time to learn the program.
Time in setting up individual emails to customers. Being able to create series and then duplicate them is a huge time saver.
I like that I can do almost everything I need to do in business with just one robust tool.
I would love Keap for a little less money of course, but nothing else compares for the price.
I am automating more and more business processes and everything is simple compared to the many parts I had assembled previously.
Campaign management is very powerful yet easy to set up
Wish it had a full featured email (everyday email) client built in. Hopefully this will get added at some point.
Getting and keeping my leads organized and running e-marketing campaigns