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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.
April 04, 2021
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.
April 03, 2021
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.
March 30, 2021
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.
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.
December 04, 2020
We are using Keap across the whole organization to manage campaigns, workflows, and customer interactions. It also integrates with our VOIP service provider connecting call recordings to our customer database, and syncs with our ESP, connecting email correspondence to each individual contact as well.
- A wide array of integrations.
- Customer management.
- Campaign management.
- Tracking opportunities.
- Tracking sales stages.
- The layout of the CRM - users with basic customer account access should have a cleaner easier to follow view vs administrators with robust access.
- I would recommend tying more explainer tasks to campaign options to create better clarity over the purpose of each option to help new administrators - maybe a toggle of guided or not guided campaign creation.
The training available through Keap is powerful. There are so many features available through Keap it would be impossible to take full advantage of them without the 'hands on' training available.
March 30, 2021
I use Keap in all aspects of my business, from invoicing to appointment setting to referral requests to long term nurture. It saves me tons of time, reminds me who I need to follow-up with, notifies my customers when they need to update their info or book call with me, and provides me the reporting I need to understand where my business is today, so that I can plan for tomorrow.
- Follow-up with leads.
- Follow-up with clients.
- Nurturing clients/leads.
- Appointment reminders.
- Contact management.
- Clients with some complex needs for sales management can have difficulty with Keap, but generally most needs can be met after discussions and thoughtful planning.
- Email deliverability can sometimes be an issue, but I've found that proper planning, utilizing best practices and careful list hygiene management takes care of this in most instances.
- For my use, the ecommerce functionality is fine, but I do have clients who need more robust reporting and taxation functionality, which has been improving, but is still an area that needs improvement.
December 04, 2020
As a marketing agency, we use it alongside our clients for customer relationship management and marketing automation. We are the primary users as their marketing department. It is also used by the sales and business development teams.
It addresses problems with customer data collection and management, email blasts, website forms, lead tracking, sales pipeline management, automated marketing campaigns, and landing pages.
It addresses problems with customer data collection and management, email blasts, website forms, lead tracking, sales pipeline management, automated marketing campaigns, and landing pages.
- The strongest part of Keap/Infusionsoft is the CRM side for contacts and companies. The contact view is very robust, with everything from basic data points to form submissions, campaigns past and present, purchases, tags, web site profile, opportunities, and tons of customization is available with custom fields. Every business needs custom fields for segmentation, lead management, and reporting. It is very robust here.
- The email builder is very simple and quick to use. The drag and drop functionality with built-in templates makes it a breeze to set up any kind of email from a beautiful marketing blast to a simple automated sales follow-up. Tagging from email clicks is also great for triggering other actions or notifications to reps for follow up. Emails are mobile responsive, too, without any extra coding or fiddling.
- This has my favorite campaign builder. Simply pick a goal that triggers actions and then build our sequences with very robust if/then conditional logic. You can build campaigns as simple as an opt-in form with notification or follow-up or a 30-touch account-based marketing campaign all on the same canvas which is so swift and easy to edit.
- The form builder is quite lacking. For small businesses that don't want to have to code, but still have brand-lookingweb forms, you have to do it with HTML. The JavaScript forms are very ugly with limited customization. You can't even remove the field labels, so there's a label outside AND inside the fields.
- Lead source tracking is spotty. While a lot of softwares can't do it very well, it's the same here. The Javascript tracking code doesn't seem to pick up website activity very well and doesn't always capture a lead source, which is critical for assessing traffic channels and campaigns. It often requires third party plugins.
- The eCommerce area is good for many businesses, but it's too limited for some of our clients with offline businesses, such as a pool manufacturer. Its difficult to create an eCommerce experience that reflects the real options that they need to offer.
The most common resources I have used with Keap are the help center, chat with support, and the Facebook user group. The help center is most helpful if you have a question that is frequently asked, but not too complex. It helps with basic understanding of the platform's features and functionality. The next step up, if the problem to solve is a little more advanced, I go to the live chat with customer support. This is the quickest and easiest way to talk to an Infusionsoft representative, but they aren't great at solving complex problems. When these arise, they escalate it to more advanced product engineers. The most valuable resource I have found though for marketing purposes, is the Facebook user group. If you ever are trying to solve a complex problem, there is almost always someone there who has had the same problem and found a solution or is able to offer a suggestion. There are also plenty of Keap certified partners who use the platform every day for many different clients, so they have round-about ways of doing things with integrations and partner applications that you might not think of. The user community is very helpful.
March 28, 2021
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.
December 02, 2020
We use this software primarily for email marketing automation, but there are also other integrations connected such as SamCart for the purpose of tracking sales and returns of the products our client sells. The software is used across the organization but it is a small business with 4 people using it currently. The software solves the problem of automating email sequences as well as delivery of digital products.
- Integrated Statistics/Analytics Dashboard
- Visual Dashboard
- Permissions for Other Users
- Clunky visual automations
- Not as intuitive to use as other automation software
- Steep learning curve due to lack of being intuitive
December 01, 2020
InfusionSoft is being used to track our contacts and potential customers. We enter their information into our system and then begin the trickle marketing. It helps to track all marketing pieces that a prospect receives and how we can proceed from there. We also track all conversations and notes of communication in the process while working with the prospect.
- Trickle marketing, where we can send emails out to our prospects and through their actions, they can be added into other campaigns which we can follow up with them.
- Tracks our notes and communication with each prospect.
- It tracks the charges that are associated with the prospect or client profile. So we can see how much they have paid for a specific program they are associated with.
- Subscriptions for ongoing monthly payments.
- Moving our clients who have bought a program from us into a searchable field and program that would help us find these individuals easier.
- We use Infusionsoft for the prospecting side of the business and then once the sale is completed they are pushed over to Salesforce. Salesforce allows us to have more campaign and marketing follow through. If there was a way to make it simpler to use only one of these software it would be easier as well as less expensive.
- Sending an email from Infusionsoft is nice, but I have to add my signature every time. It would be nice if it was able to be saved in the system as an option to add.
I am involved in the Facebook user group for Keap (formerly Infusion Soft). I have found many of the posts to be informative and help me through what some times feels as a user error but ends up being more complicated. Hearing other conversations about Keap software has helped me gather more information on what I can do, or many times should be doing. The community has a lot of in depth conversations about the value that Keap brings to a company, and many times I am finding that my solutions exist, I just need to reach out to those with the knowledge to help me navigate through it. It has been very beneficial to know there is a community of support out there to help we walk through the path and help me along the way.
December 01, 2020
We use Keap (Infusionsoft) across our entire business. It's used to manage our customers, their orders, notes on the customers, automate marketing campaigns to the customers, including e-mail, text message, direct mail, telemarketing, webinars, live event confirmation, manage their subscription programs and more. We also process all of our online and offline orders using our website integrated with Infusionsoft's API.
- Marketing automation. I have not found another software or service that can compare in the complete automation of a marketing campaign. There is nothing I can't do by either utilizing Infusionsoft's built in marketing, or using the API connections to integrate with 3rd parties.
- Infusionsoft's API gives access to nearly every table in Infusionsoft's database that I would ever need to edit, giving me the ability to integrate with nearly any other system.
- E-mail. Although they have an excellent, easy-to-use e-mail builder, inbox deliverability is suspect. Although my messages always arrive, they often arrive in the spam folder if I'm mailing to a large number of people on my list at once. Automated e-mails that are part of a campaign generally make it to the inbox, because they're being sent to only a handful of people who have reached that step of the campaign on that day. But we are forced to use a 3rd party e-mail provider, whose sole service is to send e-mail, to send our large e-mail blasts. Luckily, Infusionsoft's campaign builder makes it easy to integrate with any 3rd party service provider, so we're still able to automate large blasts.
- Size. Infusionsoft is built for small businesses. They're not shy about admitting they focus on small business, sometimes ignoring the needs of medium to large businesses. I find that we may be starting to outgrow Infusionsoft in some areas, which scares me, because I don't think I'll be able to find a comparable solution to meet our needs.
- API Throttling. This goes back to Infusionsoft focusing on small businesses. Infusionsoft has throttling on their API limiting any one business to a bank of 10,000 API calls, which recovers at a rate of 2 API calls per second. This forces developers to program efficiently to minimize API calls, which sometimes requires inefficient coding to pull out as much data as one can in one call instead of making several smaller calls for significantly less data. For example, I may need a list of Contacts and their addresses that purchased a certain product yesterday. *Normally*, I would make a call to the table that stores items ordered and gather the Order Id's that match the product on that date. This may return say 10 orders. That's one API call. Then, I'd go to the order table and make a call for each Order ID to get the Contact Id's. That's 10 more API calls. Then I'd go to the Contacts table and make a call for each Contact ID to get the name and address. That's another 10 API calls, for a total of 21 calls giving me just the minimal data I need. In Infusionsoft world, we need to think differently. *Instead*, I'd make the same initial call to the order items table. Then I'd make a single call to the order table to pull all of the orders that came in on that date, which may be 500+ orders. So only one additional call to the API instead of 10, but I'm receiving much more data than I need. Then I compare that data on my end to the data I already pulled to get my 10 order IDs. I do a single call to the Contact table for all the contacts that were created yesterday, which may be 800+, and maybe 6 of my 10 contact ID's will have been created on that date (because it was their first order), but then I still have to make 4 additional calls for the repeat customers that weren't created on the same date as their order date. So I've brought my API calls down from 21 calls to 6 calls, but I'm now working with 800+ contact records, 500+ order records, and 10 order item records, instead of 10 of each. Some developers have resorted to backing up all the tables they can daily, to a cached database to stay under the API limits, which cannot be increased, even if you're willing to pay more. And then, even with conservative API calling, some business needs will outgrow the limits.
Occasionally, we need to reach out to Keap's support team for an issue with the software (sometimes on their end, sometimes on our end. We generally use the chat support because it's fast.
A really helpful resource is Keap's online communities. I'm part of both the Keap user community on Facebook as well as the Keap API community. The online communities help get not only Keap's staff involved, but other users involved in helping you figure out the answers to your questions. The API community is especially useful as it has many other developers who have a lot of experience working with Keap's API and can provide assistance in common and unique issues.
A really helpful resource is Keap's online communities. I'm part of both the Keap user community on Facebook as well as the Keap API community. The online communities help get not only Keap's staff involved, but other users involved in helping you figure out the answers to your questions. The API community is especially useful as it has many other developers who have a lot of experience working with Keap's API and can provide assistance in common and unique issues.
March 25, 2021
Great all-in-one solution for managing future and current customers, and online sales and marketing.
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.
Keap has the best customer service I've ever experienced from a tech company. I can always call to speak with someone to help out.
Many helpful webinars are available.
Many helpful webinars are available.
We started off with Infusionsoft and now that it's Keap not a ton has changed. It's still a high quality and high volume product that allows us to track constituent and account information across the board in an easy to understand way. We use this to make everyday decisions as it relates to our current and future customers.
- Customer management.
- Building reports.
- Tracking communication touchpoints.
- Not as robust as other CRMs out there.
- Not as popular in terms of looking up how to do things.
- Less customization than other options.
I have many clients that use it, so I've seen it used any number of ways.
The most valuable function it provides is the thorough segmentation (through tags) and communication (through campaigns & broadcasts) with prospects and clients. Their campaign manager function is the backbone of their app and can be built out to run countless numbers of automations, all around user behavior that you define.
One client uses it to send out emails throughout the prospect process, as an augment to support their sales team in their follow up since they get too many leads to handle in a timely manner. That added communication builds a lot of trust with prospects and supports the sales team significantly.
The most valuable function it provides is the thorough segmentation (through tags) and communication (through campaigns & broadcasts) with prospects and clients. Their campaign manager function is the backbone of their app and can be built out to run countless numbers of automations, all around user behavior that you define.
One client uses it to send out emails throughout the prospect process, as an augment to support their sales team in their follow up since they get too many leads to handle in a timely manner. That added communication builds a lot of trust with prospects and supports the sales team significantly.
- Campaign Builder: This is very robust and they were one of the first (if not the first) app that gave a visual builder with triggers and decision points to direct contacts through based on their activity.
- Tags: This is the key to effective segmentation and filtering of contacts and Infusionsoft's tag categories and application approach is superb.
- Email Builder: They updated this in the past couple years and it was a massive improvement over their legacy email editor. It works great and is a breeze to use.
- Shopping Cart: It's not responsive in design and is super basic. I don't understand why they haven't updated it when selling products is such a key value of the system.
- Landing Pages: These are horrible and you'd be better off using Unbounce for them.
- Custom Fields: They limit you to 100 custom fields across the entire app and any decent marketer will use them up very quickly. This is a limitation of their legacy code base and I don't see them fixing this anytime soon.
- Email Throttling: Their throttling of emails has grown to a ridiculous level. If recipients flag an email as spam, they stop the campaign. I've had numerous clients unable to send broadcasts to paying customers because of this.
The Facebook user group has been helpful to find customizations others have implemented and get ideas as well.
December 04, 2020
After using Infusionsoft for a business I work with, I decided it was the next logical step in my own business. The ability to efficiently and effectively automate and streamline my affiliate program, e-commerce, marketing campaigns, digital product delivery, and task system has made things much easier and effective. It allows me to make sure only the people who emails are relevant to are receiving them instead of my entire list. It's increased list retention, engagement, growth, and satisfaction.
- Their tagging system
- Marketing Automation
- Options
- The e-commerce / order forms
- Ease and fluidity of use
December 01, 2020
Infusionsoft is a system we use for our e-commerce email campaigns - the integration for payments and automatic billings works very well. Not everyone at the company uses it, there are only a few key players as it's complicated to learn. However, it is easy to use once you've taken the time to do the training. The details in the CRM system are fantastic; you can get very creative and in-depth with how you tag people, which allows us to create extremely targeted email lists.
- The automation is great for email drip sequences and campaigns, and you can run it over an extended period of time, so it works well for a long promotion.
- The email editor is pretty easy to use (unless you have a lot of design work and HTML coding, then not so much) but it's a really quick process to create and send out a simple email.
- I do love the tagging contacts feature, very useful.
- Data clean up is really easy (duplicates and so on).
- There are bugs throughout the whole system, and the email design editor can be EXTREMELY hard to work with if you're someone who's looking for more than your basic drag-and-drop.
- The fact that the emails aren't mobile responsive/friendly in this day and age is a joke.
- The reporting could use work as well, and I wouldn't make major decisions based on the numbers I get.
- There's no ability to split test in Infusionsoft, which is a big missing component in my opinion.
Community user groups were extremely helpful to our team. Being able to pose situations to other users allowed us to find better and more efficient ways to use the tool. We were able to use tags more effectively, allowing us to have deep segregation in our contact lists and email sends.
December 01, 2020
the main advantage for us is to segment nd lead score our leads. segmenting them allows us to speak with different people differently. We all know that having a relevant conversation is better.
- It allows you to segment prospects and deliver them different messages.
- It allows us to communicate with first time users differently from existing clients.
- It allows us to identify referral sources and communicate with them.
- It allows us to communicate with "lost users" and draw them back.
- Overall we can run more effective marketing by matching messages to people's behaviors and interests.
- Reporting can use improvement. It's good but not great.
- Shopping cart is good but not great.
- Can't configure sales rep's "opportunity" funnel screens to our business
- It doesn't do quoting or generating estimates very well...ok but not a strong point.
- Online training
- In-person training
- Self-taught
November 07, 2020
We use the platform for Bookings online and over the phone. Email marketing and tracking sale leads.
- Pipeline for inbound sale.
- Emails.
- Sale on and off line.
- Email marketing.
- Offer Gateways for payment at the best price for the user.
December 02, 2020
Our marketing department uses Infusionsoft by Keap primarily. We use it as an email tool for our customer engagement as well as a tool that handles our recurring billing process.
- Billing
- Email Funnels
- Support team
- Pricing Keeps Increasing
- Merchant Connections
Generally speaking, the challenges or issues we face require a customer service rep. We usually need someone who can jump on and discuss an issue. So many times, these resources haven't proven to be helpful for our team.
March 30, 2021
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.
I'm on their Facebook user group and often join their Automation Hours. They've been helpful for me to see what problems other users are trying to solve, though I've only posted myself once or twice.
March 29, 2021
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.
With Infusionsoft, I'm now able to tag and track every single lead that inquires about my services from the initial touch point all the way up to becoming a paying client. It's taken the stress out of managing new leads and follow-ups and has given me the freedom to focus on my clients. Not only that, but I've also been able to create campaigns that target patients after they're done working with me in addition to easily sending out broadcast emails weekly, which allows me to easily stay in touch with all the people that I've worked with. This helps me to stay top of mind so that when something does pop-up, or a friend of theirs has a need, I'm the first person they think of. In short. Infusionsoft has been invaluable for the growth of my business and I'd highly recommend it to any small business who is serious about growing.
- InfusionSoft will warn you about an increase in bad email addresses, allowing you enough time to clean it up before it affects your business badly.
- Another great aspect is the help provided by agents via the Chat facility, you can chat live with an InfusionSoft assistant to help you with any problems you might have. I find it extremely helpful in times when I am unsure of what to do.
- I also love the community. Going to ICON (the conference that infusionsoft puts on) was one of the best experiences I have had. It was amazing to see thousands of small business owners making things happen and helping each other.
- Infusionsoft has a lot of things that are cookie cutter easy, but I think of it more like a cookie cutter maker than some software that does one or two things well and leaves businesses lacking in functionality or customization.
- . 2) The platform is about 5 years behind the times. Powerful but the look, usability, and feel are dated.
- Its integration is less ubiquitous than that of SalesForce, but is growing constantly.
Keap has a strong online presence with a lot of support from their consultants and engineers. I've been fortunate enough to have had the opportunity to join a few of their free webinars which showcase different use cases for their product. I've been able to learn a lot about the potential of the product and collaborated with other end users.
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..
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
March 24, 2021
Our company has used Keap (formerly Infusionsoft) for about the last decade as our CRM and main follow up hub for all lead, customer and employee communications. We absolutely love that Keap offers an array of 3rd party integrations, handles all of our tracking needs via tags, talks to our membership website with Memberium integration, and allows for completely customizable campaign buildouts for all of our lead strategies and follow up needs that ultimately help build our business. Can't say enough great things about this platform.
- Database.
- Communications.
- Tracking.
- Reporting, duplicate check for other phone fields...
- None, just excited to see what other integrations come out to make Keap even better!
Keap Scorecard Summary
Feature Scorecard Summary
What is Keap?
Keap is focused 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. The vendor stastes 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: Send invoices 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: Easy-to-setup email automations and templates
- Mobile app: A dedicated business phone line, SMS & email to stay connected
- Integrations: Connect data with hundreds of apps
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Though Milkhouse Candles has grown into a successful local business, they faced problems following up with leads and left thousands of dollars on the table. Infusionsoft helped them communicate with leads to grow their business and craft an effective customer relationship management system.
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Keap Pricing
Starting Price: $199
- Has featureFree Trial Available?Yes
- Does not have featureFree or Freemium Version Available?No
- Has featurePremium Consulting/Integration Services Available?Yes
- Entry-level set up fee?Required
| Edition | Pricing Details | Terms |
|---|---|---|
| Grow | $79 | per month |
| Pro | $149 | per month |
| Max | $199 | per month |
Pricing starts as low as $79. Get started growing your business and learn more about our pricing and features at https://keap.com/pricing.
Keap Support Options
| Free Version | Paid Version | |
|---|---|---|
| Phone | ||
| Live Chat | ||
| Forum/Community | ||
| FAQ/Knowledgebase | ||
| Social Media | ||
| Video Tutorials / Webinar |
Keap Technical Details
| Deployment Types: | SaaS |
|---|---|
| Operating Systems: | Unspecified |
| Mobile Application: | Apple iOS, Android |
| Supported Countries: | United States, Canada, United Kingdom, Australia, New Zealand, South Africa, Ireland |
| Supported Languages: | English |