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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 |
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|---|---|
| Segment |
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| 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.
I liked the clear structure of the CB trilogy class that Graig and his team put together for Keap / Infusion soft community. Each video was on point and with clear explanations about the subject. I have done a 1.5 hr training class on Keap emails and Landing pages with another company and I was really confused after that class. But after going through only 2 videos recorded from the CB trilogy class, each of about 10 min done by Graig Jenkins from Monkeypod/Keap all become much more clear. So thank you! I would definitely recommend any class done by Graig.
The class the Graig made, has no downsides. There are some downsides on Keap part with regards to How Order forms display for clients, I wish this would be improved. Another thing is the User Permission internally with Keap , there are so many options there, I wish we would have 3 main access by default that will link to some GDPR risks as ... so we can have a View only, View only with limited editing on some fields, and admin, or something along the lines.
From collecting clients' details when we onboard them for our services to following on different stages along the client journey, collecting payments, and running various reports, are all great powerful tools.
We love the easy to use aspect of Keap and the organization of the platform. Easy to navigate and work with and no hassles.
We love all the features and are happy with the product, the customer service and ease of use.
Keap has allowed us to stay in touch with all of our clients easily and efficiently without worry. No one falls off our list and everyone is taken care of with Keap.
Features, flexibility, customer support
There is more than one way to do anything .... sometimes it is hard to decide which one to take.
Implement smart marketing funnel, integrate marketing funnels with eCommerce, affiliate marketing
I use Wordpress and X themes with Infusionsoft plugins to integrate Calendly, Google Calendar, Gmail and Keap all together to produce a smooth easy opt in process for prospects. Keap makes this so easy.
But a serious missing component is in regards to affiliate details. No matter what version of Keap is used, there is no shortage of business models (online anyway) that need better affiliate tracking/details.
I primarily focus on use of the api/rest as I'm a certified developer. There needs to be exposure to the api for keap appointments and deals like there has been in the past for infusionsoft (keap max classic) opportunities and scheduled tasks.
Easy to use, professional layouts, great customer care.
I wish they didn't charge by how many email contacts you have.
Easier to email my list. Easier to make lead magnets. I've gotten more leads than ever using Keap
I love thay Keap brings so many essential pieces of your business operations into one place -- Sales pipeline, CRM, invoicing, email marketing, phone, scheduled, and so much more. It's truly our secret weapon!
I don't have any true complaints. Like with any software, there's room for improvement. I've seen the Q3 and Q4 roadmap and it's awesome! Many of the gaps are being addressed.
We've streamlined our sales process and automated key steps so leads have an awesome experience. Keap makes it easy for clients to pay! Keap also helps us more easily check in with leads and clients. We have more visibility into our sales pipeline. We know exactly where leads are in the process and we didn't have that before. We've also eliminated dozens of manual tasks leveraging the easy automation feature.
It's hard to say what I like the best... Scheduling links that integrate with Zoom, invoicing, recurring payments on invoices, pipelines for sales or services, the list really goes on and on.
I honestly don't have anything to say negatively about Keap. Their employees, software, and services have all been very good to me. Thank you so much Keap! Keep up the good work!
I am managing my entire web / SEO business with Keap. From scheduling new client calls, to sending and receiving payments on invoices. I haven't really even gotten started with the email marketing aspect yet, but there's plenty of time for that.
We've found that Keap allows for a level of customisation and integration that far exceeds the competition. The automation capabilities are top notch. It's also a fraction of the cost compared to services like Hubspot that require upwards of £1,000 a month to access comparable features.
The UI for Keap Infusionsoft Classic is a little daunting at first, simply because of the number of things you can do with it. I think that is one area that could be improved.
We've used a Keap Partner called The Business Catalyst to help us with our customer journey mapping and automating things like appointments, sales, reminders and evergreen marketing. We've saved over 20 hours a week in repetitive tasks which is over 1000 hours a year. Huge value.
Keeps awesome track of clients and sales! Remember all the things you talked over with them anytime in the past and forecast future sales!
It is very complicated and takes a while to learn and set up.
Helping keep track of clients and in contact with them. Keeping track of sales and forecasting future sales!
Money management! Its fully-functional billing system allows customers to pay with cards or PayPal. By using payment forms, you can embed the form on your website to make it easy for people to do business with you.
It can take some time to learn how to build and utilize successful campaigns, so I guess I would say just the learning curve of everything this has to offer.
Keeping customers informed is the main. The analytical information Keap provides about the customer helps tailor triggered campaigns to help you utilize your sales pipeline efficiently.