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Keap Reviews: 4.3/5 — Solid Choice
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 |
API
|
|---|---|
| Segment |
Small Business
Mid Market
|
| 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.
1. The user interface is clean and minimal. 2. Excellent lead category filter. 3. Easy to add new projects. 4. East tags and assign users to the project. 5. Project tracking works well and easy to understand the status.
The enterprise plan of the keap platform is on the expensive side.
It helps me to keep track of projects and allows me to assign coworkers pretty easily.
Best for keeping me on track with all my tasks.
There isn't anything that I do not like.
Solving communication issues, which eliminates errors.
CRM and marketing tools combined in a very economical package. Easy to learn, use, and their support team is phenomenal!
The choice of quote and invoice forms are limited.
Avoids manual entry of data, tracks and automates outdated back office processes.
It shouldn't have been that easy to manage the contacts their status and most importantly the easy sequence management for the campaigns. I can find all the ways to manage and automate the campaign, sequence and email timing. An easy platform to manage the customer and business. It has helped me to fill the communication gap with my customers.
I have been working with a lot of clients and several other tools to manage their customer and business. Infusionsoft is the only platform where I have not encountered any issues, It has all the solutions that I’ll be looking into. I might need to get in touch with support, but it’s there.
There are several business problem that I’ve been solving with Infusionsoft: 1) Easy sync of client information and their status throughout several systems 2) Easy integration with other tools I’ve been using to manage the events and appointments. 3) Filling up the communication gap with the customers.
I love that my Sales Funnels and CRM are in the same place. Keap has allowed us to close more deals in less time.
I don't love that I have to pay extra per user when that user is just an Admin who needs access and the occasional automated email sent to her.
Keap is allowing me to reach my current list and convert leads into customers with an automated sales pipeline.
Great campaign tools, strong ecommerce, easy to use and to get started with
The interface needs to be updated, which I know is coming
Helps me with Landing pages so submitted contact details are autommatically sent to campaign sequences (emails and calls) Great calling integration with 3rd party turboDial
I love that Keap provides a guided experience for you so that you're not paying for a program you don't know how to use! The online support has been phenomenal and unmatched from any other program I've worked with before.
The price point is a bit higher than other programs. I do wish they had a bit more integration opportunities that didn't require using zapier. However, there are so many integrations that make this program super efficient.
Since joining keep, they have helped me to establish and streamline the automation in my business, they have connected me with resources to build my website, and create systems for lead generation. Rather than spending hours learning how to use the program, they have been there every step of the way guiding me through their expertise in the program and best business practices.
You can do everything from one system. Email blasts, tasks, automation and you can also put a pipeline to track your deals. The coaching classes are worth it as well
The only downsides are that the app isn't as efficient as it is on the computer. The tasks are emailed to you which I don't like. It would be nice if we can tell someone to set up the automation because we're so busy
Keeping track of my clients and follow ups. Also the pipeline to track your sales helps lay out how much money you've made thus far. Email blasts are super easy to do as well nd it shows you analytics
I love the simple format for entering data, the space for all notes , but most of all I love that it sync's with my email for one space for all my records.
I wish that when you created tasks that it linked with my calendar.
I am now able to keep up with all my contacts and keep all notes in one easy to access place!
Our coach Josh & the pipeline automation Fantastic
The invoice & quote section needs to be more flexible for billing
Shared data portal Team collaboration
la possibilità di filtrare i clienti e fare automazioni che mi permettono di massimizzare le mie vendite. i miei concorrenti non utilizzano automazioni e partono svantaggiati
il fatto che non sia tradotto in italiano. no è stato realizzato tutto, tranne il fatto di non riuscire a dialogare con tutti i gestionali.noi abbiamo dovuto interpellare un vostro partner.
sta risolvendo il fatto di far partire automaticamente le automazioni e non dover più pensare di aver una persona in azienda che si occupa solo di quello.
The integration with our system is very easy to do and the platform is very intuitive to use
I dont found anything to discribe here that we dont like! Good job!
We can registry and track the users that are trying our system
The automation is unmatched. Most CRMS don't have a way to have an "if/then" type setup. With Keap I can complete a task with a yes or a no and it changes the outcomes of what the software does next. If you really need good automation with many different tasks based on outcomes. Keap is for you.
The mobile app lacked a little in features. I ended up creating a web page shortcut on my phone to use Keap while on the go. That system worked but it won't have the caller ID then
It helped with email marketing built right in. The automation allowed me to automate literally any part of my pipeline depending on task outcomes for a customer and took my brain out of having to remember where people are and what is next.
The best part of Keap for me are the way you can use tags to manage Contacts, Marketing Automation Campaigns, and Dynamic Content. I've always been fan of Keap Automation Campaigns, and with Dynamic Content, creating Campaigns is more Fun.
It has too many things that you can do :)
Automating things related to Lead Nurturing, Sales, and On-Boarding for Businesses are much easier with Keap. And the thing about Keap is, it helps you implementing Complex Automation Campaigns in an Organized way.
I enjoy the atmosphere and the ability to contact people whenever. The Customer service is good. I enjoy the ease of the platform and the ability to learn the progress very fast.
There isn't much I do not like about Keap. I have no complaints. It does throw me off because the emails go to my spam and i don't get to see them much. It would be cool if they went to my regular account.
It is hard when emailing someone and coming up with an idea and a direction of it. It's also hard to email on a mass base. This has eliminated time on my part and made my emails more professional.
What I love best about Keap is the constant change and desire for innovation. I see a community that lives to serve. I love how the app keeps coming up with new ways to add additional tech that makes it easier and simpler to use and manage.
I don't find many downsides to an app I already love too much. But as far as constructive criticism goes... I believe Keap should improve ways of finding tags.
Keap is Helping me solve how to quickly and effectively benefit my clients and produce more. I have increased organization and a strategy within my business that is easy to use.
For the past four years, we have utilized Keap for our needs. Although the initial learning process was challenging, the support team was readily available with US-based assistance, just a phone call away. We were able to connect with a tech representative in under a minute, and all members of the support team were polite, understanding, well-informed, and proficient in their comprehension of the product.
It took me some time to get the hang of things, but I was grateful for the support that was available during regular business hours. Unfortunately, the chat support was not very helpful outside of those hours. While I understand that 24/7 live support may not be feasible, I would be willing to pay extra for human support that is just as effective as the support provided during business hours.
Having numerous online courses being marketed at the same time, in different time zones, Keap has made the process organized and we have seen continued growth due to the automation.
Keap is a very complete tool, I have been using it since 2015 and it has become the heart of our operations, it facilitates marketing strategies, it also helps with the monitoring and management of our clients' accounts. They are constantly innovating and generating new tools to make our work easier
The Landing Page Builder. I got used to using another solution and I find that builder a bit limited. They can improve it with the new technologies that have been emerging
Capture of leads, automation of communication with leads, customer management. I have all operations handling all customer stages, from warm audiences to buyer customers in one place
It's always many steps ahead of me with capabilities I'll soon need. Even so, it's always easy to use and their tech support is world class.
Like many things today, I wish it cost less but it's head and shoulders above anything else I've used or looked at and it's worth the money.
Frequent contact and tracking.
The ability to gather contact information, automate actions, communicate and invoice clients all from the same application.
The differentl levels are great options but the higher levels provide more flexibility and customization than lower levels. Choose your level wisely!
The automations not only help with communicaiton but also streamline the reporting and invoicing process while helping us track most aspects of the process.
Everything is all in one place for you to use in your business.
Not being able to text internationally, yet
Automating mundane tasks, saving time
Keap allows small business owners like me to create systems and automation to run, grow and scale our businesses. As a solopreneur just starting out, I couldn't hire an assistant to help me schedule appointments or to send out my emails. I was losing potential clients due to lack of follow-up. My business was chaotic. Keap helped me create processes that run, practically on autopilot, while I am working on my business and working for my clients. It is like having a couple of extra employees.
Keap is a very robust platform, which means it does have a bit of a learning curve. They provide training and plenty of resources to help you learn, but it takes a little time to understand all its abilities fully.
Keap helps me create processes for collecting leads, following up with them and converting them to customers. It automates all of the things that I routinely do, freeing up more of my time. It helps me automate my appointment scheduling so that I do not have to keep emailing back and forth to find times that work. Instead, my prospects and clients can just choose a time from my calendar availability and schedule themselves - AND my Keap account sends out email reminders for those appointments. It has helped me run my business more efficiently.
Keap Makes Running my business so much easier. It allows to me to capture prospects, follow-up with them and then bill them. Having used this tool fore more than 8 years to run my business I'm very happy with it.
Keap can be a little slow and is not the prettiest system in the world. Once you are familiar with the system its easy to use.
Keap allows my business to market effectively. It allows for easy follow-up. We've grown from a small one-man shop to a team of over 10.
I love how it helps me get in touch with my clients, how it helps me develop my offers.
Lack of integrations without the necessity of using third party platforms like zappier.
Creating sale campaigns that are fully automated. Being in constant contact with my leads and nurturing them.
Automation. NO other product in it's category has the level of automation. Period.
It takes time/effort to master, or you have to get help.
It's like having an employee that doesn't call in sick. It works, around the clock to follow-up with prospects and customers timely.
I like the ability to build out and schedule campaigns. I also like the task manager to keep my day on track
The SMS feature is not advanced, but its a newer feature.
It helps me acquire new customers and stay in touch with past customers.
Keap is one of the most flexible options out there in the small business world. As a Keap certified development partner (KDP) I see so many different types of businesses use Keap to handle communications, followup, marketing and positive relationship management with ease. And there's a great mix of features and ease of use between the different versions. Just pick what works best for you. Many medical fields, law offices, direct and internet sales, marketing and services, all use Keap to save time/money on the things that normally someone would have to pay staff to spend each day doing. The support and the community is a key difference from other services, because each person in the groups truly wants to see others succeed as much as they do. And if your needs are more advanced, there is amazing support and developers (like myself) to help integrate or connect other custom services and products. Most of all though, it works for small businesses right out of the box!
Affiliate marketing and online sales support (order pages, shopping cart, affiliate content support). Functionally Keap is great and it can be made to do quite a bit but those are the areas it could improve on.
I create custom integrations. We've used Keap/IS for marketing but also for workflow management automations. Part of my business is custom integration development and Keap is the product I know best so it fits right in!
I can appreciate the convenience of having everything at my fingertips. New Leads, payments, reminders, and tasks are all conveniently on my dashboard, making the start of each day a breeze.
It's a small inconvenience, but is definitely a dislike. When you pull up a clients order under the quick look tab, the balance shows up in red as unpaid even when the client is paid in full. That just means I have to open the full file and go into payments to make sure there isn't a balance.
Keeping up with cases that are ready to be filed has been solved by creating a projected filing date tab. Now we can set the filing date when creating the account and have that client's projected filing date appear on my dashboard for easy tracking.
I like having automated lead follow-up in place so follow-up is happening even if I am off for a few days. Lead scoring, quick reports about who's signing up for webinars, automated email, and text messaging are some of my favorites.
Some versions of the software make it hard to see the contact's company name.
We use Keap for automated lead follow-up for small high-tech companies. Great for trade show promo and follow-up, webinar registration and follow-up, combining email and text message marketing together, wonderful system for tracking prospects and customers, great way to be organized and know who to call when you get to work in the morning.
We like the Keap platform's ability to automate emails and the tasks that are assigned daily. One of the best tools that this platform has is to allow us to create segmentation types according to the requirements already coordinated in advance based on the campaigns that are launched, so we have the opportunity to segment the audience according to what we are offering, so we do not have everyone mixed, and we gather all potential customers in the same session to provide a little more attention to it.
It is a platform with efficient results thanks to the number of tools that offer management automation within the organization. However, I consider that it has a relatively large learning curve where it is crucial to previously achieved training for its interface and correctly use the functions of each tool. The support for this time of adaptation to the platform plays a fundamental role in providing solutions to problems encountered while carrying out their work. They take a long time to respond to and address our requests.
One of the most significant benefits we appreciate about Keap's platform is that it makes it easier for us to capture leads with greater accuracy thanks to the tracking and reporting that the platform provides us with. Another thing we like is that we can now offer quality and completely dynamic contact to our customers, something much more professional that ends up providing them with more excellent reliability.
