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Keap

Keap
Formerly Infusionsoft

Overview

What is Keap?

Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.

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Recent Reviews

TrustRadius Insights

Users have found Infusionsoft to be a valuable tool for automating marketing campaigns and managing potential leads. It allows them to …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 27 features
  • List management (147)
    8.3
    83%
  • Lead nurturing automation (146)
    8.3
    83%
  • Email deliverability reporting (149)
    7.5
    75%
  • Standard reports (144)
    6.3
    63%

Reviewer Pros & Cons

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Video Reviews

1 video

Powerful: Keap Enables Agency to Effectively Target Their Email Marketing Efforts
01:55
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Pricing

View all pricing

Pro

$199.00

Cloud
per month

Max

$289.00

Cloud
per month

Max Classic

Contact Us

Cloud
per year

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://keap.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $199 per month
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Features

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.6
Avg 5.0

Email & Online Marketing

Using software to manage lists, send emails, automate email campaigns, and track results.

7.1
Avg 6.0

Lead Management

The process of tracking and managing prospective customers from lead generation to conversion.

8
Avg 7.4

Campaign Management

Users can schedule campaigns and/or events with reminders, announcements, etc.

7.7
Avg 6.3

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

6.7
Avg 6.9

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

6.1
Avg 6.6
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Product Details

What is Keap?

Keap focuses on helping entrepreneurs succeed. With sales and marketing automation, in concert with its CRM, users can create repeatable processes designed for growth while making the most of work hours. Keap is designed so that users can take control of the chaos in their businesses with:
  • Sales & marketing automation: Emails and other marketing actions are triggered by client action
  • Sales Pipeline: Visual dashboard to track the sales process
  • Payments and e-commerce: Invoices for clients can pay in one click
  • Reporting & analytics: Know what’s working and where to focus time
  • Appointments: Clients book time based on the user's availability
  • Email marketing: Email automations and templates
  • Mobile app: A dedicated business phone line, SMS & email to stay connected
  • Integrations: Connect data with hundreds of apps

Keap Features

Email & Online Marketing Features

  • Supported: Landing pages
  • Supported: Mobile optimization
  • Supported: Email deliverability reporting
  • Supported: List management

Lead Management Features

  • Supported: Lead nurturing automation
  • Supported: Lead scoring and grading
  • Supported: Data quality management
  • Supported: Automated sales alerts and tasks

Campaign Management Features

  • Supported: Calendaring

Reporting & Analytics Features

  • Supported: Standard reports
  • Supported: Custom reports

Platform & Infrastructure Features

  • Supported: API
  • Supported: Role-based workflow & approvals
  • Supported: Customizability

Keap Screenshots

Screenshot of a Keap invoiceScreenshot of Screenshot of the entire sales pipeline displayed in one view.

Keap Videos

Customer Success Story: Nuno Silva, Owner of Papeloja
What is Keap? A Sales and Marketing Automation Software + CRM

Keap Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesUnited States, Canada, United Kingdom, Australia, New Zealand, South Africa, Ireland
Supported LanguagesEnglish

Frequently Asked Questions

Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.

Keap starts at $199.

Ontraport, Salesforce Sales Cloud, and Constant Contact Lead Gen & CRM are common alternatives for Keap.

Reviewers rate Triggered drip sequences highest, with a score of 9.

The most common users of Keap are from Small Businesses (1-50 employees).
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Comparisons

View all alternatives
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Reviews and Ratings

(379)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users have found Infusionsoft to be a valuable tool for automating marketing campaigns and managing potential leads. It allows them to track the status of leads and differentiate between good and bad leads, streamlining the lead management process. One real estate business in Philadelphia has utilized Infusionsoft to organize tasks, coordinate with clients, and send campaign emails. This has provided them with updated client profiles and customization tools, enhancing their overall efficiency. A marketing officer has also used Infusionsoft to build and integrate campaigns with Clickfunnels, exploring features like decision diamonds to enhance engagement and fully utilize the software's potential for lead capture, nurturing, closing business, and managing upsells. Overall, Infusionsoft serves as a comprehensive solution for managing customer relationships, marketing automation, sales tracking, and e-commerce. Users appreciate its ability to handle a large number of clients and referral partners, improve newsletter creation, and provide essential tools for sales, accounting, store management, marketing, and communication. By centralizing lead information and automating client engagement journeys, Infusionsoft has simplified life for users by enabling effective segmentation and ensuring no leads are overlooked. It has been leveraged by small companies to reach out to prospects and clients efficiently, acting as a silent sales partner that enhances cost efficiency in the sales system. The software offers flexibility in handling various communication channels like emails, faxes, internal communications, and voicemails while providing integrated marketing software capabilities. Additionally, Infusionsoft has enabled significant business growth by facilitating communication with B2B networks and supporting marketing efforts such as advertising, online sales quoting, invoicing, and customer tracking. Whether it's automating email marketing campaigns or creating e-courses that complement non-fiction books using CustomerHub integration, Infusionsoft has proven to be an effective tool for businesses across various industries.

Attribute Ratings

Reviews

(76-100 of 209)
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Score 10 out of 10
Vetted Review
ResellerIncentivized
I currently use Keap (formerly Infusionsoft) for my businesses and for my clients. The system allows for ultimate flexibility and has so many features in it that I use on a daily basis. From sales funnels, email marketing, membership sites, process, and procedures to sales team management, there isn't a single area of the software that I don't utilize. This is what every small business needs to lay down a great tech foundation that will allow them to grow as their company does.
  • Email marketing - great for giving the same experience to all customers.
  • Funnel creation - build and deliver your lead funnel to follow up.
  • Ecommerce - collect money right away and stop sending invoices.
  • Improved affiliate management.
  • SMS global.
  • Mobile order forms.
Keap (formerly Infusionsoft) is great for eCommerce businesses, memberships, coaching, authors, consultants, or anyone who wants to automate their customer journey without having to recreate it every time and still deliver a stellar customer experience. From creating a calendar link that someone can book a time with you to the emails you follow up with to remind them of that appointment, there is not a lot that you cannot automate to save you (and your customers) time and headaches.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Currently, Keap is a massive integration for PlusThis. Keap users make up a decent amount of our users, and we use it ourselves to manage contacts, run campaigns, and we utilize many other incredible features. Without Keap, a vast majority of our users would not be our users, and we would not be able to work alongside Keap to bring the most optimization to a CRM as possible. Keap has features, and a sense of simplicity that many other platforms do not - and that alone is enough reason to solidify with Keap.
  • Custom Image Link
  • HTTP Post
  • Merge Fields
  • Separation of plans
  • Step by step for beginners
  • The ability to test a campaign before publishing
There are many instances - and many businesses - that could benefit from the use of Keap. For us, it comes most in handy when using many of our tools - as Keap was often considered when designing the tool. That being said, Countdown Timers tool and the custom image link feature on Keap work perfectly together, and add a sense of urgency that contacts didn't know they needed.
Samantha Bennett | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
Keap is THE critical element in all parts of my business: Marketing, Sales, Content Delivery, Administration, Reporting, Internal Systems and every other thing. You can take everything else away from me - even my website - but leave me Keap and I'll still have a business.

As a writer and Creativity/Productivity expert, I started out knowing absolutely nothing about entrepreneurship, email marketing or automation. Luckily, the Keap Team is infinitely patient, and the Keap community of users and partners are super-supportive and helpful. The whole way Keap is designed, it supports you in creating best practices - so, in many ways, it taught me how to run a business.

The main thing I love about Keap is that it gives me easy ways to stay in close touch with my existing clients. Even more importantly, it encourages me to stay in touch with former clients and prospects. Email is the perfect "light touch" communication that insures that I stay top-of-mind, without feeling pushy. Some people have been on my list for nearly 12 years - no joke - and that kind of loyalty is only built with consistency. Here's the big secret: consistency comes from automation via Keap.
  • Welcomes new prospects warmly via onboarding campaign
  • Simple, reliable eCourse delivery via content campaigns
  • Follows up on failed credit cards automatically - genius!
  • Allows me to track and tag behavior, so people are only getting information I know they are interested in. (Who knew automation could be so PERSONAL??!)
  • Allows my team to solve any admin difficulties easily, because everyone can see what's going on in a person's record, or in a given campaign.
  • Gives me a way to get creative with my sales and marketing
  • Makes me seem like I've got a MUCH bigger team than I actually do/very professional
  • Keap is almost infinitely customizable, and it is VERY powerful, and I think all that potential can overwhelm the new user. The key is to start small and simple - even little automations can make a huge difference.
  • My business is simple enough that I find Keap's reporting sufficient, but I hear from other business owners that they would like more/different reports.
  • The state-by-state, regional and municipal sales tax thing can get complicated, but I hear they are working on it.
For me, the BEST use of Keap is when someone joins your list via your website, or maybe they just hand you their business card. It turns out that one of the ways people decide whether or not to work with you is based on how quickly you respond to their initial inquiry. Which makes perfect sense. I, too, want to work with people who are eager to work with me, and I am less interested in working with someone who waits a day or two to get back to me. (Or - as I often experience - who NEVER get back to me.) So Keap insures that my new people are welcomed warmly, onboarded appropriately and nurtured ongoingly.

After all, you never know when someone is going to be ready to buy. You just have to be consistent in your communications, so that when they ARE ready to buy, you are the first person they think of.

If you have a big, Enterprise-level business, Keap is probably not for you. It's designed pretty exclusively for the entrepreneur and small business owner, and that's what it does best.
July 24, 2021

Keap is a Keeper!

Michelle Bell | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
I use Keap (formerly Infusionsoft) to manage my clients, and for day-to-day operations of my business. Keap (formerly Infusionsoft) is the best all-in-one system that I've found to systemize and organize my business. Since using Keap (formerly Infusionsoft), I've been able to work less while still quadrupling my client load. Having Keap (formerly Infusionsoft) is like having two extra employees that never make mistakes!
  • Automates my hiring process
  • Tracks and manages sales
  • Easily fulfills on client orders
  • Segments my lists for better conversions
  • Easy landing page creation
  • Workflow and marketing campaigns
  • Classic needs the onboard scheduling tool
Keap (formerly Infusionsoft) is an excellent tool for anyone who wants to centralize all their business needs. Keap (formerly Infusionsoft) is the most configurable all-in-one system for customizing exactly what you need to run your business. You can easily create landing pages, order forms, and email marketing to get your offers out there and start making money. Use campaigns to manage deliverables so your clients are never left hanging.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
We use Keap (formerly Infusionsoft) throughout our departments: marketing, design, and sales. We have also partnered with them so we can sell it to our clients, hoping it will be the CRM solution we all need. However, my honest feedback is that it's overly complicated and not very user friendly. Although we still use it for some of our clients, we're slowly transitioning everyone to different CRM solutions.
  • Tagging system is done well
  • Visual campaign creating is convenient and works well for people who like to visualise and see the bigger picture
  • Email editor is nice
  • Editing scheduled emails is not easy and quick
  • Form styling could be much better
  • Integrations with other tools are glitchy; we always set Zapier back up just in case
Overall, I'm pretty disappointed with the tool. All other CRMs have come such a long way when it comes to being user friendly and including a plethora of features. We stopped recommending it as a tool to use, and suggest other options instead, based on the industry (e.g., e-commerce clients are seeing great success with Klaviyo, Hubspot has been phenomenal for corporate clients, ActiveCampaign is a good solution for small businesses, etc.).
Wes Schaeffer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
I've used Keap for my sales and marketing automation since late 2008. It has helped me gather at least 100,000 leads over the years and process thousands of sales in dozens of countries, all automatically. I use every module in the platform including the CRM, Affiliate/Partner, E-Commerce, and Marketing modules. I've used it for email, voice, SMS, and direct mail broadcasts. I've integrated it with various membership platforms for my on-demand/premium content, and it has enabled me to grow my sales and income without growing my staff and expenses.
  • Visual drag ‘n drop campaign builder makes it easy to build out workflows
  • 24/7 chat support and 12/5 phone support is fantastic
  • Sharing proven campaigns between accounts is a huge time-saver
  • Creating multi-media, multi-step sales and marketing automation workflows is easy and powerful
  • Combining so many tools—affiliate marketing, marketing automation, sales automation, email marketing, multi-media marketing—into one tool at this price point is taken for granted
  • The landing page builder is functional, but is quite lacking
  • The email builder is solid, but it would be nice to be able to embed images inline and wrap the text
  • Reporting is powerful, but not intuitive
  • Reporting needs more visuals like pie charts, etc.
Keap is great for the small business owner/entrepreneur who needs an affordable, yet powerful, proven, and capable sales and marketing automation platform with great support, a proven partner/consultant network, a strong social media community for native support and knowledge sharing, and 3rd party integrations to expand the platform. If you sell digital products, coaching programs, subscriptions, and/or a small number of physical products, you need to take a look at Keap.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Our marketing department uses it every day. We communicate with coaches, athletic directors and athletes all over the world. We use Keap to let them know about upgrades to our platform, specials we are running for the month, and basic knowledge of who we are.
  • Organization of our list of names
  • Campaign builder
  • Review of hot leads, frequent opens and clicks
  • I would like it to identify frequent clicks and open and separate that group for personal follow up by our sales teams. Allow us to set the amount of opens and clicks to determine the "hot list"
  • I didn't find the campaign builder very intuitive. I had to pay someone to show me how to use the campaign builder and am still fuzzy on it
  • I use a business Gmail account and can't verify the emails going out. I constantly get emails from Keap that the verification is not valid? Very frustrating. I have talked to multiple support people at Keap and no one knows why this happens. I don't know if this would increase my open rate?
Building an email is extremely easy especially if one has used Constant Contact or Mailchimp in the past. It is a bit more expensive than some of the others I have used. If they have a small list and budget issues, I would have them look elsewhere in addition to looking at Keap.
Score 10 out of 10
Vetted Review
ResellerIncentivized
We use Keap (formerly Infusionsoft) for managing our customers & prospects. From sales funnels to billing/invoicing customers, we do it all here except tracking of expenses (not offered). A number of things are automated, such as customer scheduling, follow-up, nurturing of prospects, opportunity tracking, lead scoring, etc. so it acts like an employee that never calls in sick or is late. This is a very robust system with lots of options and things that can be done. It is specifically for small businesses, not Large or Enterprise businesses. It does have a steep learning curve, as with any system used to this level.
  • CRM Functionality
  • Email Follow-up
  • Invoicing
  • Sales & Marketing Automation
  • E-Commerce
  • Opportunity Tracking
  • Ease of Use (their other offerings are easier, but less Features)
Keap (formerly Infusionsoft) is well-suited for growth-oriented SMB's in the service space. It isn't geared toward retail businesses but can work in some cases for sure. It is also not recommended for SMB's without a sales/marketing budget as the true cost of implementation and use can climb as you start adding additional things to it (ie: scheduling, SMS, etc.)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Keap (formerly Infusionsoft) is currently being used as an email & SMS campaign management tool (with Zapier) and a payment processor for subscription-based payments and for one-time purchases of merchandise. Keap (formerly Infusionsoft) helps us achieve a lot of our automation in our business. From following up with new leads automatically in a campaign to billing our members each month, Keap (formerly Infusionsoft) takes a lot of responsibilities off of the hands of myself and my employees. Best of all, I know it will get done at a higher percentage and accuracy than when done by a human. When combined with the powers of Zapier, the possibilities are endless. Right now, we are able to count how many sessions members use by corresponding their membership fees to scheduled events in our scheduling software, members are able to modify their packages themselves when pairing Keap (formerly Infusionsoft) and Memberium, and we're able to output tons of data that help make things like payroll and keeping track of members and leads a breeze.
  • Drip campaigns
  • Monthly subscriptions/memberships
  • Business Automation (linked with Zapier)
  • Wish the app functioned as well as the stand alone website. I use my phone a lot with Keap (formerly Infusionsoft) and wish access was easier by using an app but the app does not perform enough functions.
  • Would like the broadcast function to be able to easily send one broadcast to all contacts or certain contacts without having to retag them when I want to send one to all.
  • Would like a function where you could stop the campaigns from sending any emails or "pausing" on certain days. For example, not sending a follow up email or review request on Christmas day. Right now, there's no way to pause, you can only stop it entirely which is not ideal.
I think if you are using Keap (formerly Infusionsoft) for a membership-based business where all of the payments are set up on the backend and not in a web store by customers, it's a very strong option. I probably would not advise it if you were selling products on your website as you have to do a lot of work on the backend with software like WooCommerce. Keap (formerly Infusionsoft) is very well suited for follow-up campaigns and generally giving the appearance that the business touches base with customers constantly. Customers are always remarking to me that I must never sleep because I'm always following up immediately and making sure things are going well with their membership when really these are perfectly timed campaigns and follow-up sequences that are personalized to the customer.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Keap is being used firm-wide by every employee as a way to track, categorize, and follow up with each and every potential client who contacts our firm. Having this information allows us to track sales goals and client conversions, and track which advertising campaigns are working for us and which aren't.
  • Track volume of incoming leads
  • Track quality of incoming leads
  • Apply an email drip-campaign to incoming leads
  • Keap's user interface feels a bit dated compared to other software
  • There is some technical jargon that creates a very small barrier of entry for new users
  • Keap's follow up system doesn't account for weekends and holidays
I would highly recommend Keap to anyone who needs a dedicated program to track and monitor leads. The software not only performs well at capturing client data that is needed for clients to move forward with our firm, but, on the back end, it helps keep track of the quality of the leads and what advertising program led them to us. The email drip-campaign has proven time and time again that follow ups work. We have had client conversions from potential clients who responded to email drip-campaign Keap designed and implemented for us. Keap's customer service has been exceptional.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use it myself to promote out three of my businesses. One business is my Wine Tour Business the business is pivoting called Live Everyday Like Friday. Website being created at this time. The other business is a Network Marketing business where I use the Keap app to run initial prospecting campaigns and email nurturing.
  • All in Gated Landing pages with email support on the back
  • Run targeted ongoing email nurturing campaigns to stay in contact support current client base
  • Use a Mobile Handshake strategy for first contact use when I meet someone new who is interested in what I have to offer I import their name into my contact data base, tag them as first contact and they get an immediate email greeting from me.
  • Having a more robust text program. The one you launched recently is not very good and is limited and comes off very spam like.
  • Being able to build out offers that line up with landing page when some enters the page they get an immediate offer to consider without having to open an email
Whether you are using landing pages or just email it is a very robust system for you to easily able to keep in contact with clients, communicate with prospects, build-out very easy to webforms or use pre-down web form automation to import into your business or private social media profiles. The multiple uses from Keap is only limited by ones own imagination
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It is used for my clinic’s automation of lead funnel, nurture sequences. lead magnets, clinic processes such as test ordering, appointment reminders, prompting at trigger events, and gathering patient feedback. We integrate through Zapier to our scheduler, forms, course platform, etc.
  • Automates everything I used to have to do manually- information to clients as soon as they indicate their interest. This frees me up to concentrate on actually seeing patients. Works whether I am at work or not. So far have avoided the need for an administrative assistant (although it is growing to the point where I will need one)
  • Standardizes our message across all groups but also allows for bespoke sequences for different groups and contexts.
  • Automates our testing sequence- this was so time-consuming and now it happens every time and sends the information the patient needs with only one tag applied.
  • The Scheduler on our version is simply not good enough for us to use it. I need plenty of functionality for our complex appointment structure. Acuity allows multiple partners, multiple appointment structures and bundling, text reminders, and email reminders so would take a lot to change.
  • The app has failed on a number of occasions- simple tagging occurs but if the tag actions automation, this often fails. This is really poor as I assume an action has occurred but sometimes it doesn’t.
  • I have tried to use the dashboard to track patients through our process but it isn’t as easy as it should be. Using contact lists I have managed to do some of this. If I could link automation together visually that would allow checkpoints to be easily tracked.
I have found reminders are no longer necessary now I am using a scheduler that does this. I haven’t used the money or invoicing as the integration with payment methods was not available in NZ. Keap seemed to favour US/UK/Aus and ignore the NZ functionality.
Cindy Moore | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Our company uses Keap across the whole organization. How that helps us is by allowing anyone in the company to see up-to-date notes and information on each Prospect in Keap. We like the ability to set up tasks or actions for other users instead of having to risk sending an email and it gets lost. [Keap] helps us close loops and know exactly what sales stage the prospect is at. So that in itself saves hours of emailing and phone calls following up with co-workers. It also lets us know what possible deals we have on the go and where we are sales-wise anytime we want just with a click.
  • Email campaigns are easy to set up and send
  • Ability to have up-to-date customer notes
  • Allows us to "tag" customers or prospects so we know how many touches a prospect has had and what campaigns they have been included in.
  • When entering new Prospects or Customers, I wish it would let me know if there is an identical customer. So sometimes, I end up with two of the same person/shop. Which is challenging because I then have to check both files as sometimes there will be notes from different dates in them and I have to cut and paste notes in order to delete one of the files.
  • I wish there were more fields where I can customize the main profile of a person.
  • I wish there were 2 or 3 boxes to put a customer's email [address].
  • I will there was a bigger box for the extension for someone's phone number, as sometimes I want to put "call first" or "husband's number" and sometimes there is not enough room in the box for that.
Keap is well-suited for setting up and sending email campaigns to certain groups of customers that I can select via tags.
On my dashboard I have over 500 tasks which I can prioritize or organize by field. However, when I click on See All Results, I can then only organize it by Company, User, Date & Priority.... but not by Title. I use the title to tell me what campaign they are from. Some days I call only prospects that got a certain email and sort them by title... "TechNet email East Coast sent, TechNet email Pacific sent, Survey email blast, Re-book demo etc." I have calls in different time zones, so in the mornings I like to call the ones in my time zone. At 5 pm, I like to call the ones on the Pacific Coast as they are 3 hours behind, but I can't organize them all by title easily and have to scroll through pages of tasks.
Dwain Jeworski | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
ResellerIncentivized
Keap allows me to create complete online marketing and sales programs for companies in a wide range of verticals. It connects the website to the database/CRM, allows for marketing automation and promotions, as well as manages sales and referral tracking. It is one of the few CRMs that has all of the elements in it, without adding external applications.

We use it to build out marketing and sales backends for clients, and integrate its use into their organization. We use Infusionsoft version of Keap in all we do and find it works perfectly for clients with 5000-1 million names and sales of $500K-10 Million.
  • Marketing automation of email and SMS
  • E-commerce for program sales, events, and e-learning
  • Internal opportunity funnels, and tasking
  • Sales of a large amount of products - cart could be more in line with a woocommerce approach
  • Analytics could be more robust
It works well with companies in the 5-50 person category that use online lead generation for sales of programs, high ticket items, and events. It is not great for product sales companies that have a large number of products to sell.
Mark Laurie | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use it at a base level, for our online forms, to do newsletters and the like broadcasts, [and] to schedule call backs.
  • Campaign builds to extend our automation in bringing in clients
  • Tasks. Our biggest use is scheduling client followups, keeps it focused.
  • Email blasts, it is our platform of choice for getting our newsletters out.
  • It would be nice to have some campaigns pre-built for my photography niche.
  • There are too many steps to complete tasks.
  • Having things like naming conventions, so we can easily standardize our campaigns. They may exist but would be considered hard to find if they do.
  • Landing pages or funnel pages are basic and hard to manipulate to get the desired effect. Other companies dedicated to this are appealing, then there are hoops to connect Keap to it. For me this is a huge drawback.
If the company is scalable then it is a great choice. It requires a company of a certain financial size. Besides affording Keap, they have to be able to fund the aspects that Keap needs to work behind. For example, a simple personalized mail out campaign will need funds for staff to generate, material and mailing cost, will grow exponentially with a company customer base.
Stacey Stearns | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use InfusionSoft/Keap for email marketing - we send out newsletters and program information with it. We have used the campaign feature and some event registration through it too.
  • Analytics for emails.
  • Campaign feature has a lot of customizations.
  • Email templates make it easy to build something.
  • It's not always an intuitive software. You have to figure out where things are in it.
  • We can't share the emails as an HTML and link to them on websites. This is one of the major detractors of the software for us.
  • Not a TouchNet ready partner so our university won't let us accept payment through InfusionSoft.
It's working well for us as an email marketing tool. We've streamlined our communications and keep all our various programs branding consistent. The analytics help us know what is working and what isn't for content. We have used the campaign feature some too, but not to it's full extent. Managing contacts is fairly easy using InfusionSoft.
April 06, 2021

Keeping My Keap!

Score 8 out of 10
Vetted Review
Verified User
Incentivized
I am sole proprietor of my company but do a LOT of things and wear a lot of hats, so I need organization and efficiency as I am only one person. I first started using Keap when I hosted my first online video series (a health summit for caregivers) back in 2014. The folks I hired to help me to put on this first event informed me that I needed a platform to enable me to store my growing database of contacts, send them broadcast newsletters, set up affiliate programs, receive and track payments for sales of products and services, set up campaigns, and interact with Customer Hub (which I have recently gone back to using for my online programs). At first, that initial team did the work for that first event, but I have since taken over all of it and have learned an exponential amount about the capabilities of Keap and how to maximize my use of it since (still learning more as I am sure I haven't been using it to its max potential for me yet). Now I use it in all of those capacities but have many more programs, services, contacts, newsletter recipients, campaigns, and affiliate programs that I manage and keep track of through Keap without having to hire a large staff (which I sometimes wish I had anyway!). It has also helped me to streamline my communication with clients and students and made my program delivery possible. It has been essential to my daily operations, and I work in the app almost every day.
  • The support is excellent! Navigating the app and figuring out how to do certain things can be like entering a rabbit hole with no idea where to go at first, but I know that the support team is always there to help me successfully do what I need and want to do. I contact support regularly.
  • I very much appreciate that a business the size of mine can use one app to do so many things such as store a contact database, allow for communication and program delivery though both broadcast emails and campaigns, set up and keep track of purchases and receive payment securely, allow program delivery or email series' through the campaigns, and set up affiliate programs. I have used and regularly use all of these features.
  • I like the dashboard feature and how it gives me a daily snapshot of my business.
  • There was a bit of a learning curve, but creating newsletters and campaigns are fairly straightforward for me now, and they always come out looking and operating professionally as the updated functionality is easy to use and relatively intuitive.
  • There are quite a few little bugs that create some tedious issues to sort out (very time consuming at times), but support is very helpful with these issues. One of these things is duplicate contacts messing up all kinds of things from proper integration with Customer Hub to inaccurate/incomplete records.
  • I have consistent issues with credit cards not processing properly the first time.
  • I am not a big fan of how the affiliate programs need to be set up and managed. It is much too complicated.
  • If you enable the PayPal option when taking payment, the product page looks as if PayPal is the only option unless you click "checkout" and the option to pay by credit card shows up. This is VERY confusing for people and I am not sure how many sales I have lost because of it. I have spent a great deal of time on the phone with support (and varying people) and have come to the conclusion that this can t be changed unless I use an order form which I do not want to do for various reasons. I have to put instructions on how to pay by credit card in the description for every single one of my products which is tedious and doesn't always work to inform people.
  • I have had massive issues with email deliverability. At least 1000 plus people do not receive my emails every time I send a broadcast with more getting shuffled into spam folders or not being delivered at all after that initial screening. I have cleaned up my list many times, but even after one broadcast after a clean up, my email capability has been cut off and a request sent to me by Keap asks that I cull my lists again. I do not send spam and mail only every week or two to people who opt into my newsletter but still get this. There have been times when I have held an event and get lots of opt-outs or spam complaints afterward from the people who only wanted the free info and completely forget that they asked for the newsletters in the first place. There was also about a month this last fall where there was a flood of fake sign-ups through my opt-in form that used real email addresses but not by the people who used those email addresses. I changed the security on my opt-in form and added capcha to stop this, which it mostly does. This has also happened when I have set up a campaign for students for a particular program and the open rates can be almost 0 as they are reminder emails to come to class as the students don't always need to open them. I have been told that this cannot be fixed. Frankly, I have always had a suspicion that my emails do not reach many of my newsletter recipients, but I have no other ways of fixing that or investigating that aside from the hours of time I have spent working through it with support.
It is well suited for all of the items I stated in the pros section. It is even good for small businesses with few employees like mine due to the time and effort it saves in doing so many of those tasks manually or with multiple platforms. But it is a bit pricey, although I see that as a very small cost in relation to the cost of hiring staff to do these things instead. I am not sure where it would not be appropriate. I suppose when your business doesn't need a complicated system and perhaps only sells one service or item or very few of them.
Score 8 out of 10
Vetted Review
ResellerIncentivized
I use Keap products for my own consulting business as well as for clients and it is typically used across the entire organization. It is suitable for both solopreneurs as well as growing businesses. The largest account I manage has over 50 users and 100,000 contacts. As such it is a tremendous asset and helps to organize and manage contacts, move them through our pipelines, and automate many marketing & sales processes.
  • Infusionsoft Interface
  • Campaign Builder
  • Training and Tutorials, Documentation
  • Customer Support
  • Working with a very large account, some functions sometimes have long loading times. This is not an issue for other normal accounts.
Infusionsoft is a great CRM for any ambitious and growing startup or company. I can recommend it for solopreneurs like coaches and consultants as well as data-driven companies of up to 50 employees. As it's really for smaller companies, I feel 50 employees are close to the point where it becomes more difficult to handle. However, Infusionsoft is definitely a great CRM with very powerful functionalities for campaign management, sales & marketing automation, and e-commerce.

In my opinion, it has a great price/quality ratio, that is, you get great value for your bucks.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Keap Max Classic to manage our leads in their journey from initial inquiry to the sale, as a communication tool to continue engaging with our customers after the sale, and as a way to manage our leads when they repurchase our products and services every year.
  • Powerful drip campaign.
  • Versatile automation for contact management.
  • Friendly customer service.
  • Good value for money.
  • API integration.
  • Wholesale block of some valid domains - without notice, suddenly can't send emails to some long-time customers.
  • Need the ability to create custom objects.
  • Missing the ability to search drilldown fields.
  • Can't delete search reports that were created by deactivated accounts.
Well suited
- great for users who can get into a deep dive of email campaigns
- can build some complicated logic to qualify leads
- love the ability to set timers
- good selection of third party vendors to integrate with other apps such as Google, Office

Less appropriate
- if you need to design custom database objects to handle custom products, it's not for you
- if you need an IT team whose willing to work with you to figure out customer security issues- they are a bit of a black box
Score 7 out of 10
Vetted Review
Verified User
I'm a the sole employee at my health education organization. I use Keap (formerly Infusionsoft) primarily for email broadcasts and maintaining my email list gathered on my webpage, podcast and at speaking/teaching engagements.

The campaign builder was the main driver for the purchase. That is used minimally. I am no where near using the full functionality of the program.

I recently completed an amazing weeklong training on Keap automation that provided information I need to do more with the program.
  • Maintain contact information.
  • Automation sequences.
  • Customer interaction tracking.
  • Helping with the learning curve.
  • Adjustments so emails are not marked as spam.
  • Improve the look of the product checkout pages.
Keap (formerly Infusionsoft) is a powerful application. What can be done with automation can greatly aid companies/organizations that want to increase connection with potential and current customers in a consistent and thorough manner. My main challenge is the learning curve. Individuals with experience with automation and sequencing can hit the ground running with this application.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
It keeps us organized so that everyone knows where each contact is in our customer journey process.
  • Automates communications.
  • Allows you to create systems to keep things organized.
  • Allows E-Commerce to be part of the automation.
  • Landing page builder could be more flexible.
  • Ecom order forms could be more flexible.
  • Legacy tools could be hidden better.
It’s great for saving time on repetitive tasks. Any email you’ve ever written more than a few times can be automated. When situations change, automation can change with it, for example, if you have automated emails going to a contact that ask them to purchase, once the purchase happens, the automation stops those emails and starts the on boarding emails without you having to do a thing. You just set up a notification for yourself. If you have a lot of complex relationships between contacts, like parent and multiple children that you are trying to track together, but they all need their own record, this gets difficult.
Christina Wolf | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Keap as our CRM, email marketing, and funnel optimization tool. Keap helps us segment our audience and automate our business. We use Keap integrations to connect multiple platforms and software and streamline our communication with our clients. We also use Keap to help manage internal operations and tasks.
  • Segmentation
  • Automation
  • Email marketing
  • More native integrations so we wouldn't need to use a tool like Zapier.
  • More graphic design options + content library organization tools.
  • An easier process for checking/merging duplicate clients.
  • Detailed click reporting on emails.
I think Keap is great for anyone who wants to automate their business and sales funnel and segment their audience.
March 25, 2021

Almost satisfied

Score 7 out of 10
Vetted Review
Verified User
Incentivized
I use Keap to communicate with clients, fulfill orders, offer support and to process sales. It keeps track of everything I do and makes my work possible. I set up numerous linked campaigns and move clients from entry level free products up to higher priced products.
  • I like the email sequences, it's easy to see what I've set up and what response I'm getting.
  • I like the dashboard to see at a glance what's happening.
  • I think the technical support for phone help is excellent most of the time.
  • The trainings do not match the updated product.
  • The tech support kept offering me different answers and it took a month to find the best solution for a payment plan.
  • I want to be able to Google something I want to accomplish in Keap and to find the answer right away.
  • There are problems with the application that cannot be dealt with through chat. There should be phone support on evenings and weekends..
Keap is a workhorse, and you can automate so much of your business. The drawback is finding out how to implement that automation in the best way possible. Keap needs more phone support and better training. The video trainings they produce are excellent, they need more of these videos for more in depth topics.
Walt Pitts | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use keap for billing, landing pages, and to manage customer information.
  • Good solution for al in solution for email lists.
  • Good for landing pages.
  • Good for keeping track of customers.
  • Better texting options for campaigns.
  • Simpler user interface for building campaigns.
Great for collecting emails, keeping track of potential and current customers, sending invoices, building campaigns.
March 24, 2021

Keap is a Keeper!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Keap for broadcasts to past and present clients. I also get leads and promoters through Keap. It gives me an easy way to get the information through my email and contact them easily. I can access patient information efficiently. Automations are easy and help with our workshops. The support of a Keap Help/Tech Support is amazing. Grady has had wonderful zooms on Keap trainings
  • Patient info and contact info in one easy location
  • Broadcasts
  • Support and training
  • Automations
  • Leads and promoter comes through my email
  • Easy links for automation
  • The headings on my broadcasts need to be BioSport so that customers will see that and open it
Well suited for broadcasts and automations. Automations are not for beginners.
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