Keap Reviews: 4.3/5 — Solid Choice

The extraordinary telephone support and the continuous improvement of the applications

Occasionally takes a bit more patience with complex campaigns

Offloading many tasks I previously did manually, now it is automated

It is as close to an all-in-one tool as I have found. I love that I am not as scattered across multiple tools to run my business. It has an online version and an app. I have had conversations with the Keap support chat line and had any issues solved quickly.

I do look forward to an upgraded email builder that I hear is coming. Sometimes the app seems slow.

I am able to get paid so quickly. I have had a conversation, sent a quote, converted the accepted quote to an invoice in less than three hours on a few occasions. It is so easy to get appointments set - and it integrates with my calendar so I don't double book! I have a Pipeline set up so I know where my clients are in my process. I love that all of the information from my clients are all in one place - all emails, texts (to my Keap #), quotes, and payments are all together. I feel so much more organized and follow-ups are much easier for me now. It is so easy to scan a business card into the app and immediately connect with new prospects. The scans are accurate.

It does all the things that I need it to do and more. I can send emails, invoices, appointments and it sends follow-up emails on my behalf. I can set up automation, projects and create broadcasts. I'm still learning the system. I love the automation feature. I send contracts and documents to my clients. I can set up an automation to move them through a process for sessions and classes as well. It's made my life so much easier. I can set it and go. I love that my contacts are all in one place. I can track my leads, add tags and track everything. When I send a broadcast communication the system tracks everything so that I know how many were sent, how many were opened, and how many were not sent. For my lists, the system also tells me how many emails are duplicates or incorrect. That saves a lot of time and I don't have to work with blind spots.

I would like to have the ability to send documents that require a signature via KEAP. Right now I have to send via Adobe sign Docusign. That would add another level for me. I think they were exploring the possibility of adding this feature but I haven't been informed that it's available at this time.

I'm a one-man show right now and I can set things up to take care of daily tasks. I LOVE that I can use one application instead of 3 or 4. I used to use Paypal to create invoices and send notifications to my clients. Then, I would have to remember to send a follow-up email or a reminder for payment. KEAP does all of this for me. Having one application that performs multiple functions is great.

I appreciate the all-in-one email marketing, follow-up, and landing page/shopping cart solution in one place. It really is a robust platform.

The learning curve can be steep at times - however, you get what you pay for and the live support has been great. I have a VA that also helps me - and honestly, as a business owner, I shouldn't be doing it all myself anyway.

It's hard to remember every step to onboarding new clients. Keap is helping me save time by automating some of the steps and assigning things to team members. Tracking where prospects are can also be tricky. I'm automating some of the follow-up touchpoints with new prospects and sending myself reminders. I'm using the landing page feature for additional revenue sources. It's easy to use.

All information is available for me to look up

Alerts always come up that I have to cancel out of

All my members information is available

The product has an easy-to-learn and use layout about it that makes navigation and task completion simple. The ablity to perform an email broadcase either ad hoc or as part of a campaign. Also like the ability to print labels for snail mail correspondence when email has not been authorized.

When settings are made, you need to log out and login for them to take effect. Some of the security settings are not as intuitive as I would like them to be.

Keap can manage all contacts from this platform. Keep the list segregated in any way needed for the task at hand.

The API lets me extend Infusionsoft to do things it couldn't possibly do for everyone. I have a LOT of API calls running to do many many things. I build a custom admin site to update contacts, tags etc without logging into Infusionsoft. It is my master CRM database which I sync to a local server for quicker access to the web server for my custom member's web site.

The order forms are pretty weak. I use ThriveCart to add order bumps and a sales funnel with upsells and downsells.

Keeps my contacts, sales and marketing in one place. The campaign builder is awesome and automates a ton of processes.

I've been using Keap Max Classic/Infusionsoft since 2015 to manage dozens of direct response lead generation and follow-up campaigns. In combination with PlusThis, and Zapier I'm able to integrate with all the third-party applications we've ever needed and their technical support is always eager to help. The Ecommerce functionality works extremely well and integrates easily with both Stripe and WePay for credit card payments. In short, Keap helps serious entrepreneurs and small businesses get organized, follow up, and automate their processes to create efficiency, grow their business, and free up valuable time.

Keap Max Classic is a very robust CRM with a tremendous capacity for automating the details of complex campaigns. It's not for the start-up business. There's a learning curve and it will take time to become proficient, but well worth the effort in the end. The new landing page builder is graphically better than the original, however, tagging is more complicated and submission notification is no longer available. The workaround involves creating additional steps in the campaign sequences.

With dozens of direct response campaigns running at any given time, Keap ensures no one falls through the cracks and that the right person in our office is engaged in our prospect/client journey every step of the way.

What I like best about Keap is how it can automate so much of my small business. Unlike other software that forces you to adapt the software to your business, you adapt Keap to the uniqueness of your own business.

Reporting could be better with Infusionsoft, but since it is open API and has a large open marketplace of apps you can easily find an app or export data to get the trend reports you are looking for.

No prospect or cold lead is ever forgotten. All our clients are much more engaged with us and systematically refreshed of our value and solicited for referrals. Keap markets and runs our business while we sleep. We do easily 10x the follow-up we never did but that we always wanted to, in the fraction of the time it would have taken us to do it manually or with old CRM type systems.

I like that ALL items are under one program: CRM, Automated Emails, Membership Site, E-Commerce, Sales Funnel, and Lead Scoring.

Some functionality and higher-end moves do require me to hire out tasks from an Infusionsoft Ninja.

Automated marketng, sales, auto delivery, Lead Scoring, sending contracts, etc. IT IS IMPOSSIVBLE to list all that Infusionsoft does for me. IT RUNS NEARLY EVERY ASPECT of my business.

Fast, helpful customer service, excellent tools for client management.

Some features can be a little esoteric, but they've always done an excellent job at simplifying jargon and advanced features.

Client intake and management, following up with clients and potential clients.

You can set up customized campaigns! It allows you to do so much.

Not much :) everything is very easy to use and is amazing!

Invoices have been the a life savor for us! There are so many campaigns we can run that are automatic. We used to do all of these things by hand like creating lists of emails and spread sheet invoices, now we save hours and hours per week by setting it up in InfusionSoft!

I signed up DURING a launch and had no idea how to get started. I fast-tracked the training and my onboarding coach helped me set up my whole funnel sequence, which was super helpful in understanding how to use the software going forward. It worked like a charm! Everything went out when it was supposed to and my results were amazing! While I am just learning the TRUE power of Keap, I can't wait to explore what else is possible!

Keap is not cheap! My initial reluctance was the investment. However, because I had the opportunity to see how powerful the software is during my launch, I can clearly see the value! You really do get what you pay for. Keap is an investment worth making if you are serious about email marketing, proper sequences, and powerful follow-up and sales systems!

My last launch before Keap, was very labor-intensive when setting up all of the emails that needed to go out, Keap makes this process easy once I understood how it worked. I plan to be creative in finding more uses for Keap. One of the features I like is the way it tracks where my money is!

This is such an amazing platform, it is fast, responsive and makes perfect sense. At first, I did struggle with the concept of Lifecycle Marketing, but once the penny dropped, I have not looked back.

Nothing at this stage, it just works so very well.

I was using HubSpot, but it was too complex and I always had to upgrade, however, KEAP has all that I could need.

The software allows my business to run marketing and CRM automatically.

My only dislike initially was the confusing back-end, but that is no longer an issue after spending some time with it.

Ignore the marketing; forget the CRM. This platform automates my business!

The web based platform is very easy to use

The price point is high for what you get. You're limited in the number of contacts you can store based on the price of your plan.

I'm tracking incoming payments and my pipeline.

Keap is a tremendous value for the money and has an incredibly simple learning curve. As a former hubspot customer, once I tried Keap, I made the switch and never went back.

The only downside I can think of is that the mobile app and desktop app can sometimes take a little while to sync data from one to the other.

Marketing Automation, CRM, Marketing Campaigns, and data management. The campaign builder is one of the best on the market and very easy to use. Keap's text message marketing campaign software has changed the way I think about marketing and allowed me to gain a competitive edge.

The software connects with everything with ease!

Luckily I feel there is nothing to dislike.

It is linking customers through my online services to platforms and software geared towards education. The best thing is that this links to everything, such as accounts software, websites, and more. This really is automation at its best!

Keap has excellent fundamentals for a CRM and also a lot of room for growth and complexity. I have been using it for years. The customer service is AWESOME!

There's so much you can do and it takes time to learn.

Campaigns and email distribution.

This has been a great way for our agency to keep track of our customers and all their info. We find that it offers easy ways to communicate with them directly via Text, Email or making a direct call to them.

I can not think of anything not to like about this product. It is instrumental in keeping track of our customers.

We think that the potential customers love the texting option to communicate with us. We love that it automatically sends our customers reminders without us having to do anything. Texting is so much easier to get our message out to the customers and they find it easier to communicate that way.

I like Keap's customer service, office hours with Jennifer, and support that their team has offered to better serve their community. My on boarding process was smooth and now I consider myself an expert in automation.

I think the integration tools with my website could be much better. The plug-in on word press is outdated and one-dimensional and their is no automation trigger to send emails to people who didn't open them! There are also no lists but tags instead. My tags are now cluttered. It's also very difficult to figure out how to automate a double opt in for anyone who comes into our database.

We have shaved off hours of frustration and sending emails manually. With Keap and their training we now have full autonomy of our CRM and email marketing.

It is so solid. I've used other programs that are "just like Keap only better", but the problem is, they're not - they break, automations fail, I have to creat patches and fixes to keep the other software running. With Keap, I don't. It works. It runs. It doesn't break. It is so robust. You can do so much with Keap. You can automate and systematize so much. I can multiply results of my marketing and sales and client fulfillment, and generate much more revenue while keeping clients happy. I love systems, everything I do is about building systems, and Keap is by far the best platform I've used (and I've used a lot of them on various projects). All new programs I've standardized with Keap. I don't want to work with other platforms because I don't like to have to fix things. I want campaigns, blasts, automations, memberships, to all run flawlessly, and I get that with Keap.

It takes a mindset change to go from crazy mode to creating systems that do all the hard work. This can take some time to get used to.

More leads, more sales, better follow up, and less work because systems I built are doing all the manual grunt work my team and I used to do. It's so nice having a business that can be scaled. It takes work, but suddenly it becomes reality instead of a far-fetched dream. My sales have gone up and I have great client relationships. I can focus more on the customer, solving their problems, and selling more.

Keap offers a great way to track your client, their current status, maintain communication all in one place. The ability to customize campaigns and marketing events sets Keap apart from other CRM programs.

The only downside is that there is no social media integration and no client portal.

I can communicate, bill, create marketing campaigns all in one place. I also love the pipeline feature, this allows us to provide clients with updates on their status in one central location.

We currently use the emailing feature the most. Once Covid restrictions have lifted, we will use many of the other features.

There isn't anything that I can think of.

The emails that we can send out to our database are easy to create and have added features that track our email campaigns.

I've been using Keap (formerly Infusionsoft) for 8+ years in my business. Not gunna lie...in the beginning, it was rough to learn the system. But TODAY - easy peasy! I love how simple they've made it - without losing the power of marketing, sales, and automation.

Nothing to complain about here! Seriously, they are just like the rest of us (entrepreneurs and small businesses) - they Keap getting better and better! Just when I thought it had it all, they surprise me with new features I didn't even know I wanted!

The list is (truly) endless. We use Keap to capture leads, organize tasks, communicate with our customers, manage our sales, onboard new customers, survey customers on our work, automation our follow-up and nurture, handle our appointment scheduling, and so much more!

I love Keap's ability to automate repetitive parts of my business. My prospects and clients receive regular contact and nurturing. No one gets forgotten and I can delegate parts of the process to others for support!

Keap takes quite a bit of training to get your processes up and running. Having a point person who is fully trained and knowledgeable on the software made a huge difference for me.

Organization - All of my leads are captured and nurtured in one place Lack of time - I'm able to delegate tasks like writing emails or entering contacts Effiencies - Processes can be copied and reused which saves my staff tremendous amounts of time Best practices - Every Campaign gets better as we learn and refine our processes

Everything! Is just the best CRM in the word!

Nothing. It have everything you need to succeed as a business owner.

Keap is like my personal assistant but is better: It works 24-7 365 day a year! It save me about 15 hours per week.

Personally I really really like the UI/UX of the CRM. The simplicity behind the CRM is insane. I use this as an all in one and it's just so darn good as a CRM. I recommend for anyone and everyone UNLESS you're in an industry that has more specific CRMs like being an attorney, or a financial advisor, etc.

The email automations are a bit cancerous sometimes. There's this issue that when I finish creating a template and then I preview the email. when I receive the test email in my inbox I see a bunch of code where the display text is for the email before I even click the individual email and open it up. I spent so many hours fixing my email automation templates so the code doesn't show. Keap/InfusionSoft team! Y'all need to do something about this! Also, I literally went into live chat multiple times when I was encountering email automation issues at the time. I was #1 in the queue, and no one was there to answer me? What kind of customer support is that? I literally sat in the waiting line room for like 30-60 minutes and NOTHING. MULTIPLE TIMES! Customer Service is a must guys.

Invoicing. Pipeline tracking really helps too. Appointments and the booking link is so darn convenient.

Keap is intuitive and easy to use, and I like the visual dashboard which helps keep me on point. The automations and pipeline features will assist with consistent follow up and help generate the revenue that gets lost when the follow up process breaks down. The onboarding and customer support has been terrific so far!

The only cons so far are user-related, lol... I need to practice more to create the more advanced automations, as you obviously want to get those set up right the first time. Otherwise it's been terrific.

As a small organization we suffer from breakdowns in the follow up process when things get busy, so Keap's automations will help keep us on track. The pipeline feature is also excellent for providing a clear view of where customers are in the sales process. I also appreciate the quick overview of customer information available by adding custom fields to the initial viewing screen.

I love how easy it is to use the system. Training was a must, however, Matt was brillant, supportive, patient, and knowledgable. He made sure I had everything I needed to know and where to find it if I realized later I had a question.

The only thing I disklike is the limited options of payment processing integrations. I use Square and have for a long time, but Square doesn't have an integration for Keap. Instead, I had to open a new account with another company. Not a bad thing, but not the easiest.

Time! I am solving the problem of time! No longer do I need to retype email broadcasts every time I want to send a new one. No longer do I need to manually set up appointments for new contacts. All of this is done for me! Keap makes it so easy to quickly do everything I need to do. There are limitless possibilties with their automation system. When a potential client emails me via my website form, an email is automatically sent back to them that allows them to book an appointment with me then a second is sent (after booking said appointment) with information they need to know before going into said appointment. All of this happens without me ever needing to take the time to manually respond. It's such a life saver.