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Keap Reviews & Product Details
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.
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.
