Keap Reviews: 4.3/5 — Solid Choice

I finally have the data I need to run my business. I know what my leads are doing and how my audience is interacting with our business and we can create a predictable customer journey for all of our leads and customers.

It is a very robust platform, and it does take some specific knowledge to get started and to navigate, but, as the owner of the business, my limited understanding of the platform forced me to delegate the maintenance of the platform to my team, which gives me my time back. There's not much I dislike about Keap.

We know exactly how to improve our products and because of the reporting, we know what new products and services to create. The benefits are it's super easy to have the data I need to run my business, and I love seeing what's working and what's not. We never had that ability before we switched to Keap.

So far, for all of our business needs we have been able to keep everything within the Keap system, only having to use webhoooks to connect to our training vault and using a 3rd party doc signing program.

There are a few features/options we tried to make work, but they don't exist yet. That being said, we have been able to add them to the "future work list" for future developments.

Automation, automation, automation! We are using this as a tool to more systematically recruit and hire new people for our team. Being able to automate the process of licensing as well as having multiple touchpoints throughout the pre and post-hiring process makes it feasible to ensure proper care along the way. We also then use it for follow-up onboarding and training. We also use it to track activity for our recruiters and the performance of our different leads.

I like being able to set up a landing page or send a quote easily.

I wish the invoices could have fractional amounts of hours in Keap Pro, but other than that, it's perfect.

Setting up sales pipelines for clients and seeing them reach sales goals is cool.

If used properly, Keap can take much of the grunt work off the desk of your Sales Team allowing you to focus on growing your sales and profits. I also just attended my first Conference and realized how much I didn't know. The vendors at this conference provided many tools that will also enhance my business. I'm grateful for your product, the support you provide and for showing us additional services that will help my business continue to grow and prosper.

I have no complaints about this product. I just wish I had realized the capabilities sooner. Our campaigns are extremely elementary and as a result, my sales team is bogged down with processes that should be automated.

Keap is all about creating TOMA - top of mind awareness for our prospects so when they are ready to invest in the services or products we offer - they think of us first. Keap is also automating many of the tasks that bog down my sales team. In addition, Keap has exceptional value to follow-up, nurture and provide more sales opportunities to our current clients.

What I like best about Keap is the robust feature set and frequent updates from the Keap product team. I've also had excellent experiences with both sales and support. I recently had to migrate from an existing platform to a new one and the process was smooth. I also like the campaign builder. I appreaciate the dedication to upgrading and improving it that I've seen in recent years since the start of the monthly updates. I haven't thought about switching platforms since that time. It seemed like a couple of years ago the team got a lot more serious about customer satisfaction and it shows!

Similar to learning a new operating system, Keap is complicated and takes time to get used to. But by now, I've been using it long enough for it to feel familiar. The downsides of using Keap are the broken upsell functionality and lack of order form options that competitors have. But I believe these are in the process of being addressed. It would also be nice for ALL features to exist in Keap Max Classic - I believe this is already in the works too. I do worry that Keap Max Classic's UI will change and I'll have to relearn where things are when I don't really have time for that.

I'm solving the problems of marketing and email automation, keeping track of customer data, outreach to my audience, and leveraging an online content library solution (CustomerHub). Keap is pretty much the crux of my business and I do all my business intelligence with it. I have used Keap to create courses, drip-fed content delivery, invoicing, quotes, and email campaigns.

It's powerful but simple. I use in small business about $100k, medium business about $15M and large business about $100M. I'm loving the new Keap Pro UX. Designed for small business owners.

I'd like some of the robustness of Infusionsoft back in the new keap product. and get your deliverability to @yahoo ESPs fixed.

Just implemented Keap pro for my new venture: a private school in CA. we start in a year officially, but the waiting list is already full, the momentum is building quick, and we have pilot student cohorts already running. I’m hiring, communicating with existing parents, educating future parents, and communicating with potential partners and donors. And the chaos came fast. Full inboxes, calls and texts from unknown numbers, appointments double booked and falling through the cracks, repeated conversations, manual billing and deposits and missed opportunities for follow up after our interest nights. We were using phones, Google sheets, gmail, Google calendar, Google sites for a landing page, hubspot free crm, and an event booking tool to do the above. We began conquering the chaos first by consolidating our contact data then segmenting. I know who is who, customers, prospects, partners, spouses, and kids. And immediately we could broadcast with confidence. I also am in the community meeting hundreds of new people every week, their spouses, their kids (from toddlers to teenagers.) So the mobile app lets me double check names, notes, and context sometimes seconds before I reconnect with someone. And lets me build strong relationships where people feel seen and remembered. Which is what I always want to do but as a mere mortal simply couldn’t do without the crm. Then we started automating a new interest intake and follow up. I have the same conversations and now interested parents can fill out a form and receive all that info in an email & text, all linking to a video series we host in wistia that gives them everything they need on their time while I lead in the company and stay present in my own home and family. Next step is moving our billing from an event software we use to keap. They will eliminate using 3 systems to execute and track monthly payments and daily new deposits for next year. Last week we had a huge live event with two calls to action - one a link to opt in for next years start. And two a text to my keap business number to opt in for the January pilot cohort. My business calls, voicemails and texts are starting to be separated into keap only while I keep my personal channels for personal communications. I also got a local number for my business line which makes our leads have even more confidence when they reach out. This is all ONE week of using Keap Pro. And I set it up myself. As you know I’ve used Infusionsoft successfully and at both small a large scales since 2012, but this is my first personal use of the keap suite. It is literally the perfect solution for me and our business. And it’s actually fun to use. Loving this product. And the decisions you’re making that make it easier for Entrepreneuers to grow calm and organized business.

Ease of use and the quality of customer service

I am finding it difficult to think of anything that I dislike about the service

My primary challenge is recruiting new customers for a very challenging product - the radical transformation of individual and collective consciousness in order for humanity to - wake up and acknowledge the existential threat of rapid climate change if we continue as we are; - come together unite as One; - reverse, capture, and store carbon emissions; - radically transform our individual and collective consciousness; and - radically transform our lifestyles and our relationships with each other and with the planet.

Keap automates many different marketing tasks that are extremely valuable for business, particularly marketing and client outreach. I can set up countless email-related tasks from both the public and backend administrative ends to collect, archive and label data. We can use the data in numerous ways to optimize marketing campaigns and business planning activities. The people and Keap are professional and have an excellent understanding of how we can get the most out of their software.

The initial setting up period can take a while and involve loads of errors, but over time, we were able to get a hang of how things work and continually get a better understanding of how to make the Keap account work best for us and our contacts.

We've leveraged the automated tools in Keap to get more leads, contacts and other information without having to lift a finger. Sure, it might've taken us some time to set things up, but much of the data collection and messaging activities occur without a human touching anything. We can streamline our outreach activities and boost promotions, news and other information more quickly with Keap.

Customer service, always available. Their product is outstanding.

There is honestly nothing I do not like about this CRM.

I am still finding issues that Keap fixed. Keeping clients engaged is the best asset so far.

The dashboard that shows what is due today

The recurring feature is a bit challenging when changing dates or completing

Big benefit is staying on top of contacts made and both my followup to them and their followup due me. Keeping projects moving smoothly with all the parts happening as planned. Staying organized with so many clients and new opportunities.

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

Built with small businesses' needs in mind, it has everything a small business owner will need to run and grow a business: CRM, marketing, eCommerce, analytics, automation, integration with other apps and more.

Email deliverability aspect; not as lenient as other platforms.

Automated repetitive and numerous manual tasks, organized clients' and prospects' data better, built personalized marketing campaigns, etc.

Everything is in one place and it makes day to day tasks and follow up with clients easy. I was able to use the CRM for my business and implement it with many of my clients to help solve their business problems.

Appointment Calendar. Not enough flexibility

Replacing repetitive time-consuming tasks with automation, solution for business phone, targeted communications with campaigns and text broadcasts, and tracking leads with sales pipelines.

Keap is an affordable marketing platform that helps to automate business marketing sales, and email campaigns. Easily Create beautiful landing pages for automated workflows, and send messages to business leads. Keap enabled to test out multiple versions of marketing messages to see which converts the highest. Take control over marketing with Keap in low budget.

Keap is the secure CRM built for email marketing automations. With Keap i can send automated text message broadcasts and capture leads.

Keap is an email marketing platform that enables you to create, send and track emails. Send new emails, text message broadcasts and newsletters with ease. Keap’s advanced automation tools allow you to build complex sales funnels that help bring leads into your sales pipeline and convert them into customers. Build an automated sales pipeline that automatically sends series of emails to warm up your prospects and get them interested in products.

The interface is extremely user-friendly and intuitive. Keap will provide help along the way - especially the double-check tool before publishing Campaigns. I've used other automation through Mailchimp and constant contact. Keap has a way of making it way more manageable than the others. The user groups and community that surround it are also really helpful.

Changes can come through quickly and not with a lot of notice. As someone who uses it both for my personal business and clients, sometimes being able to have a week or two heads up would be beneficial.

Client follow up & retention. Feedback gathering from clients. Lead gathering and follow-up. These have saved us countless billable staff hours. Having easy automation that can follow up for us and send reminders for onboarding tasks is the biggest help.

Keap is becoming popular now a days, its good marketing suites for all small businesses and marketers. Its interface and UI is very user-friendly and customizable. Very well organize CRM software as compared to other competitors. I have been using it since it was formerly Infusionsoft. The automated process makes things more clear and fast forward .

Occasionally it lags for some features have some bugs and glitches. Also, the need to add report automation features. I think they can easily improve in these areas. Overall, didn’t find any problem, if there will be problems, I think online tutorials will help me a lot.

I highly recommend to small business and marketing people to use Keap. If you use accurately, you can easily save your time. The price is also somehow manageable. We have been running this software for more than 2 years and are doing all the tasks directly from Keap no need to buy another marketing software. Data organization is quite easy and its import to excel is very fast.

Keap allows you to do everything you would need to as a marketer. It has an easy interface to work with, customizable widgets on your home screen, and a straightforward campaign builder. I've been using it for over two years (when it was formerly Infusionsoft), and they are constantly updating it to have better and more features. I can't see myself using any other CRM software at this point.

There is a learning curve if you've never worked in Keep before. Some of my colleagues think the interface is not very clear because there are many settings and buttons to choose from. I think after using it for a month, you will find value in this great CRM.

Everything you need as a marketer is in one software. You can build and automate campaigns, schedule email broadcasts, organize your data, create excel sheets, link your website form's to Keap, and more. You don't even need to leave this software to do anything else other than run ads and post on social media.

The comprehensive nature of this CRM software is great.

It does take a while to learn its 'ins and outs' - but every worthwhile game is like that.

I love the way it collects the contacts once an automation is running.

Ability to set reminder tasks, tagging customers and prospects for upcoming events/promos.

We seem to get a lot of spam. And it would be nice to have spell check when creating an email from the customer's profile. Not able to set send date from email.

We seem to get a lot of spam. Keeping in contact with prospects of long periods of time pays off.

It works for me automatically when I am away from my desk. Automated emails are sent to my prospects and clients to ensure we are front of mind. I haven't been able to find another system that is better for what I need.

If you copy a campaign, you have to go through every sequence to turn it on. As a copy, you don't need to make too many changes, so it would be better if there was a quick complete button or equivalent.

Keeping in touch with prospects and clients in a rhythmic way enables us to streamline our communication making us more productive and this has increased business performance.

Everything is automated and tagged. Now, we never miss following up on a lead. We appreciate the way the pipeline looks and how we can document all our contact with clients easily within their records.

Sometimes there can be some glitches that can be confusing. And still do not really use the group texting feature as we are having a hard time getting people to opt in. We wish there was a way for us to opt clients in, if they have already opted in through our former platform.

With Keap, we no longer lose any leads. We used to try to track with Google Sheets and it got overwhelming. We like that we can tag customers and retarget whenever we want. Also, I now know if my FB Ads are working since it tracks all my leads to one landing page.