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Score 8.2 out of 100
Top Rated
Keap (formerly Infusionsoft)


Recent Reviews

Keap is a Keeper

8 out of 10
February 21, 2022
We use Keap for various reasons for our business. We manage all of our contacts and clients within Keap. We run all our emails and …
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TrustRadius Award Top Rated 2022
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Popular Features

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List management (125)


Lead nurturing (124)


Email deliverability reporting (174)


Standard reports (123)


Reviewer Pros & Cons

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Video Reviews (1)



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per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visit


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

Starting price (does not include set up fee)

  • $129 per month

Features Scorecard

Email & Online Marketing


Lead Management


Campaign Management


Social Media Marketing


Reporting & Analytics


Platform & Infrastructure


Product Details

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. 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: 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

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
  • 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

Send invoices with easeSee your entire sales pipeline in one view.

Keap Videos

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

Keap Downloadables

Keap Integrations

Keap Competitors

Keap Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesUnited States, Canada, United Kingdom, Australia, New Zealand, South Africa, Ireland
Supported LanguagesEnglish


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Frequently Asked Questions

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.

How much does Keap cost?

Keap starts at $129.

What is Keap's best feature?

Reviewers rate Automated sales alerts and tasks highest, with a score of 9.1.

Who uses Keap?

The most common users of Keap are from Small Businesses (1-50 employees) and the Marketing & Advertising industry.


(1-25 of 186)
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Ashlie Pappas | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Review Source
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
It is well suited for anyone who runs a small business really. It integrates with almost everything.

It wouldn't be well suited for someone who is a hobbyist or not serious about their business.
Muhammad Waheed Ensari | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
Keap is an all-in-one platform for email marketing and Customer Relationship Management, and it helps us organize/ manage business operations seamlessly. We used Keap application to manage communication with customers and potential customers and to manage tasks and meetings with clients. We were using Excel Sheets to manage daily tasks, client data, meeting requests, and managing potential leads which was time-consuming and full of errors. This application helped us create workflows, manage contacts and customer deals, and to send emails to clients whenever we needed.
  • Create workflows
  • Manage Contacts/ Clients
  • Email marketing with ease to compose beautiful emails
  • Keap is a bit hard on the browser when operating
  • CRM and automation
  • eCommerce and payment integration
Keap is well suited for organizations with medium to large-sized operations and users where the company has to manage multiple team members and Account Managers managing thousands of contacts in different Work Teams and workloads.

Less appropriate for organizations with a lesser number of contacts and less number of Account Managers to use the app.
Score 7 out of 10
Vetted Review
Verified User
Review Source
I am able to keep in line all contacts we have had in the past: conference contacts, research study contacts, and current consumer patients. I also like the creative emails that our team is able to work up with the templates, which makes our messages pop a bit more.
  • Consumer relations
  • Contact cooridination
  • Follow up on leads
  • Build new templates and save.
  • Reuse built templates.
  • Ability to rename/create different types of contacts.
Perfect for keeping track of who you haven't contacted in quite some time. "Keap" your contacts as a top priority, when you use broadcasts and automatic responses, and follow-up emails. Create a trail to keep consumers interested in the products we provide. Less appropriate for a daily contact email with important ties to partners.
Taylor Hicks | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Keap for all sales and customer service automation, in addition to marketing campaigns. Keap helps us stay in regular and easy contact with leads, clients, and partners by scheduling out communication cadences with automated tasks. We also send all one-off communications and newsletters through Keap. The reporting and functionality are exactly what we had in mind for our business when we began pursuing joint CRM/marketing software.
  • Newsletter sends
  • Automated sales cadences
  • Detailed contact records
  • Pipeline reporting and modification
  • Sometimes when they roll out updates, things get buggy.
  • Lead scoring in Keap Pro
I think Keap works very well for small businesses with only moderately complex business needs. I imagine enterprise accounts and agencies may not have all their functionality and needs to be met in Keap. Keap is perfect for seasoned professionals but is also great for people with no experience using similar software, as it is incredibly intuitive and user-friendly.
Score 8 out of 10
Vetted Review
Verified User
Review Source
For years we have been using lists that we compiled of our contacts from an excel spreadsheet. Using Keap allows my team to quickly categorize our contacts for certain email messages. This is a much more user-friendly, and time-saving tool. I also enjoy being able to track tasks and contacts, which allows me to see who I am missing out on connecting with.
  • Email retention
  • Task Tracking
  • Contact management
  • Ease of use
  • Professional Invoices
  • Cost of seat
Most suitable for maintaining contacts, developing emails in a creative format, and ability to track what emails have been sent to which of our contacts. It would be great if the scope of "types" were able to be edited as well as additional types created. Only having 3 types of contacts does not allow us a more general way to separate contact types.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We are mainly marketing our Chronic Inflammation Test to different types of audiences: consumers, practitioners, and product providers. We needed a quicker way to maintain each type and specialize emails to their needs. Being able to track each email has been quite a helpful tool in organizing necessary contact with our email lists.
  • Broadcast Design
  • User Friendly
  • Track all progress with contacts
  • Price
  • Contact upload
  • Category Options for contacts
  • Ease of using templates
It has been very easy to keep up with past contacts and arrange them in categories that are useful to that audience. We are also able to automate numerous emails by sending one. Keap allows us to send one email, and another is sent in a day or two (unless the contact has not opened/responded-also delineated by the user). The automation is great and keeps our time to a minimum.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Keap is the glue holding the company together. It's our CRM master database, automation tool, reporting engine, and part of our sales process.

We duplicated several of the database tables with the API and maintained a local copy that is synced with the Keap database. If our servers ever go down or are hacked, we can restore the information from the Keap database. We have done a lot of API integration, which is quite easy to do with Keap. If the software doesn't do exactly what you need it to do, there are 3rd party solutions for MANY things...or you can code it yourself with the API.
  • Automation
  • API integration
  • Sending email broadcasts and tracking results
  • Create a default password for new contact records. This is a pet peeve.
  • Let users use their own SMTP server for email deliverability
Great for small/medium business that need an integrated solution for CRM, sales and marketing automation. I am a solopreneur and I've coded many things to be more efficent. I couldn't have done it without the API. The automation is quite useful and VERY flexible. I love the campaign builder.

Our app uses over 600 tags. We segregate people and use tags to control access to member's area content and to control actions associated with member subscriptions and products.

Sue Ginsburg | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
I personally use Keap daily to keep track of what I need to deliver to people and what I am waiting for clients to get me. Organizing by client helps me keep actions on clients in different stages straight. With 35 clients, I cannot possibly keep this all in my head, and Keap is a great tool for this. We also use Keap for our email campaigns and use different tags for our different email paths. We just discussed this week another way I can use Keap to track follow-up with prospects, and I will be creating a new email campaign on Keap soon. Keap's dashboard helps me keep track of my client's requests and what I need from them, which is very valuable. The email campaign function lets us automate and be more efficient in our emails, delivering messages we want and saving us time recreating them each time. While I may not be using the full scope of Keap's functionality, what I use keeps me organized and efficient, and for that, I highly recommend using Keap.
  • Provide a dashboard of all my actions on the due date I submit
  • Hold client contact information all in one place and one format
  • Run email campaigns
  • Online training for different functionalities
  • When I think of others, who can I send them to? I do have others not coming to mind now
For tracking multiple client timelines and activities
For keeping your "To Do" list with multiple clients organized and straight email campaigns
Score 7 out of 10
Vetted Review
Verified User
Review Source
I used Keap at my prior organization for solely the purpose of email marketing. I used it to create email campaigns as well as single 'email broadcasts'. I know that Keap also has other functions such as being a CRM or using it for finances but my company used a different product for CRM. Keap helped to solve the companies business problem of effectively having a way to communicate to our numerous audiences. Creating the emails on Keap felt very user friendly and didn't consume a lot of time. So for our organization this was a plus because we had several different family organizations and within each of those organizations we would have several different kinds of audiences. Keap had the ability to create and save 'tags' when uploading our contact lists so when we had to send out a new email broadcast to the same audiences the process was streamlined. Because I only used Keap for the email marketing functions, my scope is not encompassing of all the functions and capabilities that Keap has to offer.
  • Having the tag functions to save and manage contact lists
  • Being user friendly with click and drop functions
  • Being able to save emails broadcasts as well as duplicate them to ease the process
  • More articles and videos on how to use the various functions of Keap
  • Having representatives designated to certain regions or companies for a point of contact when help is needed
  • More options when building the emails. While the click and drop options can be a plus, they can also be negative because you are limited to image and text sizing and positions
Keap is well suited for beginners of email marketing and most likely smaller companies as well. For someone who is new to the email marketing world, the click and drop features are easy to understand and use. They can also save their email broadcasts and create duplicates of them so it would save them time if they are doing things in a similar fashion. For example, if they have a monthly newsletter and want the format to be consistent they can just save the template and then reuse it over and over, just updating the info text and images. On the flip side, for those who have been in the email marketing world for longer or understand more coding Keap is not the best for them. They would be limited to how much customization they can create in their emails and find that it might not best suit their needs.
Score 5 out of 10
Vetted Review
Verified User
Review Source
Our marketing team uses Keap (formerly Infusionsoft) for a range of actions. It is quite simple and easy to use which has helped us tag and categorize clients, create sequences with a clear client journey and outcome, produce landing pages, offer product sales, and most importantly keep our contacts in the know with any news surrounding their local clinic.
  • Simple Email Sequence Building
  • Tagging Clients
  • Product Checkout
  • Cleaning up images you no longer want stored is frustratingly slow and hard (can't bulk delete)
Legacy builder is quite dated and limited, in my opinion. Its functionality is x10 easier to use than the new email builder. The new email builder looks a lot better. However, the functionality is far worse than their legacy builder. e.g. can't search for an image you want with the new email builder. You must scroll through your entire library, etc. I should add that the legacy email builder is very simple and easy to use and effective, so it would be nice if the new email builder was the same.
Mark Barton | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
We purchased and used Keap for about 10 months. I did so to try to get our marketing message out to the world. It was very robust. Lots of integrations with other products. We needed the ability to keep data syncing across all of our internal systems. So we decided to use this product.
  • Building complex funnels
  • Keeping in contact
  • Visibility
  • Cost
  • Ease of deployment
  • Getting on whitelist for Email delivery
I believe it would work well for larger companies. Since I am a one-man shop it seemed to be overwhelming for us to implement. When we hired a third party to help it got worse in my option. So I would say it would be best to hire an expert to help you implement this system.
John Tarr | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Review Source
Marketing automation and CRM software. Lead tracking, lead nurturing, sales opportunity tracking, sales pipeline reporting, ROI by lead source, and more. Internal process automation email marketing landing page creation sales and marketing team management dashboard and reporting automation.
  • Marketing automation
  • Lead nurturing
  • Opportunity tracking
  • User interface
  • Form builder
  • Training materials
Well suited for the extremely budget-conscious small business. Not well suited for enterprise companies, large sales teams, or users who are used to the simpler marketing system interfaces like Mailchimp or CRM systems like Salesforce, or HubSpot.
February 21, 2022

Keap is a Keeper

Brian Burge | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Keap for various reasons for our business. We manage all of our contacts and clients within Keap. We run all our emails and marketing campaigns through their software. We do a lot of our invoicing within Keap. We also run eCommerce through Keap. We keep records of all customer actions and tag them based on their actions. We are able to connect it with other platforms and incorporate it with our webinars and online training courses.
  • Campaign Building
  • Tagging Abilities
  • Client Record Keeping
  • Reporting
  • Automation
  • Email builder lacks features
  • eCommerce is pretty weak and could use major updates
  • User Interface seems dated
Keap is great for keeping track of customer interactions. It's great for storing client information. The campaign builder is well suited for automated marketing and segmentation. Their tagging system is great for tracking and creating actions based on users interactions. I do not recommend Keap for eCommerce but it's pretty good for everything else.
They have also fixed and helped us with any issues we've had in a very timely manner.
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use it to run our entire business operation. It keeps contacts, invoicing, email triggers, and contact tagging organizations all in one place.
  • Campaign building is the most user-friendly I've seen across other platforms.
  • Emailing is effortless.
  • The built-in online store has paid for the membership easily.
  • As a Canadian the app isn't functional nor do we have access to the things US customers do.
  • Built-in texting feature -- again, Canada doesn't have.
  • Better reporting across campaigns.
Keap is great for companies that have an online/offline presence + want to integrate launching/emailing etc. into their business. If you are required to do billing, collect payments + run the marketing side of your biz, then it's great. Keap is TOO big if you only want to do portions of what I mentioned above, exp for the investment monthly.
Renée Boudakian | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Keap is the business backend of our entire organization, from marketing to sales, through to fulfillment, internal operations, and finance - it does it all! Keap allows our lean team to operate like a much bigger business through its robust sales and marketing automation capabilities.
  • Sales Automation.
  • Marketing Automation.
  • CRM (Customer Relationship Management).
  • Appointment Scheduling.
  • Business Phone Line.
  • Sales Pipeline.
  • Task Management.
  • I'd love to see added functionality to the Sales Pipeline for Keap Pro.
  • [I would also like the ability to] add pooled availability for appointment scheduling.
Keap is best suited for entrepreneurial small businesses that need robust and agile software to function as the tech backbone of your business. Large enterprise-level businesses, with hundreds of employees, may find other software options better suited for their needs.
Krista Bakker | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Review Source
We use Keap for all automation within our company.
  • Automate weekly reminders.
  • Connect to membership plugins.
  • Send out broadcast emails.
  • Modification of the appointment reminders.
Keap is excellent for small businesses to automate their business. Within the campaign builder, it is possible to create almost any thinkable scenario.
Keap has an amazing user group where it's possible to ask questions and when you do, you'll always get an answer or offer of support.
October 11, 2021

To Keap or not to Keap

Score 9 out of 10
Vetted Review
Verified User
Review Source
Keap Max Classic is connected to our website (lead gen forms), our scheduling solution, our Office365 team's account, and our email accounts all in one place to manage follow-up, project progress, funnel/stage tracking, customer value, lead costs, and ROI and scheduling. It reminds us and our clients of meetings. It supports us with follow-up for deadlines. It automated nurture and relationship with clients and values and reporting on all of these things tied into campaign builder and opportunity ROI reporting.
  • Allows custom building of campaign design.
  • Provides follow-up and reminders for just about anything/everything.
  • Provides ways to custom report details that are not necessarily standard metrics.
  • Provides a reliable email sending platform with conditional logic.
  • Allows emails to contact custom content based on conditions.
  • Affiliate marketing.
  • Shopping cart (very basic).
  • Order forms (also very basic).
  • Sales management especially simplifying subscriptions.
Many medical fields use it to provide follow-up SMS/Email instructions to patients. Real estate agents use it to track location/scheduled showings and relationship management. Marketers use campaign builders to build robust conditional campaigns to support complex sales funnels. Law firms are keen to use it to remind clients of each of their next steps, not moving to the step after until the client indicates the current step has been completed.
Vix Reitano (She/Her) | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Review Source
We use Keap Max Classic for our business operations and to manage installations of Keap Pro, Max, and Max Classic for clients of all sizes. We use this tool to automate their business and sales processes to upsell, manage relationships, and share content with their audiences. Keap (formerly Infusionsoft) is a tool used by our sales and operations departments as well as our internal marketing department for our own content marketing efforts. The tool is being integrated into HR and development as well--we now house our employee onboarding profiles here through integration with Typeform and Zapier. The business challenge that this tool solves is twofold--first and foremost, it helps us keep track of revenue. It also helps us keep track of opportunities and deals so that we know when to follow up and when to sit back. For our small business customers using Pro or Max, we also find it's extremely helpful for them to have a Keap Business Line to manage text communications on their personal devices.
  • Follow-up.
  • Upselling.
  • Management of client, prospect, and contact relationships.
  • Business development opportunities.
  • Branding across the app to keep your business brand consistent.
This tool is best for entrepreneurs, creators, and business owners who are looking for an all-in-one solution. It is not a tool for someone who doesn't understand the power of being able to track the communications with your customers and it is also not for someone who isn't clear about why marketing is an essential part of their business.
Tyler Garns | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Review Source
We use Keap across our entire organization to automate repetitive tasks, capture leads, follow up with leads & customers, forecast sales, understand our advertising ROI at the lead source level, and make smart decisions based on data.
  • Automates lead capture & follow-up.
  • Automates repetitive tasks so fewer employees can get more work done.
  • Forecasts our revenue.
  • Tracks affiliate commission.
  • Allows us to automate almost all aspects of the customer experience.
  • Reports on advertising ROI by lead source.
  • Detailed reporting.
  • Social media integration.
  • Landing page builder.
I would suggest that any small business with 1 - 25 employees take a look at Keap. Whether you're selling services or products, whether you sell with a sales team or completely online, Keap has solutions that can help your business run so much more efficiently. On top of that, the follow-up and marketing tools will help you convert more traffic to leads and more leads to customers.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Keap is being used by my entire organization. It has allowed us to manage our business processes using the pipeline feature, streamline our communication with campaigns, and broadcast and organize our customer database using tags and groups. It has solved many challenges for our team by eliminating repetitive responses by using templates, saved us time with easy quotes and mass communication with targeted broadcasts, and helped us streamline our engagement with our leads and clients using campaigns. We love it so much it has become a staple in the way that we approach helping our clients. We assess their business software and are able to eliminate unnecessary and expensive software and replace it with Keap. With Keap, we are able to help them get the business strategy and processes that are stuck in their heads into sales and process pipelines that allow them to duplicate delivery and provide consistency in client services and the overall client experience. With Keap, we help them get away from the never-ending task list by helping them automate and provide efficient follow-up. We even show them how to organize using the task list in Keap to ensure visibility to deadlines and tasks that can not be automated. Finally, as we work with the client on business challenges and help them prioritize needed improvements, they are able to see the light to their happy place where they can be owners and visionaries that can truly focus on creating value for their clients and growth for their company. We use Keap to help small businesses get out of the box and back to the business they love!
  • Organize leads.
  • Helps to organize sales processes.
  • Helps with easy communication using campaigns and broadcast.
  • Helps me sell by using easy quotes.
  • The appointment feature can use more flexibility in how you set up availability.
Keap is well suited for any business owner that needs to categorize their leads and clients so they can better direct communication and offers to their client or potential clients. It is great to help disorganized entrepreneurs and small business owners get their contacts, conversations, and client experiences streamlined and established for quick and easy follow-up and follow-through (even for internal tasks and planning). Small business owners that value their hat - you have been spending time duplicating or replicating off the daily to-do list and could use the features in Keap to help you automate and communicate easily and effectively.
September 28, 2021

Keap is a Keeper

Score 10 out of 10
Vetted Review
Review Source
Keap is the lifeblood of our business. It's the central organisation for leads, customers, and all business processes that we couldn't do without. It helps us save time, convert more leads and manage complex automation that we just wouldn't be able to do without it.
  • Marketing Automation.
  • CRM Management.
  • Email Marketing.
  • Database Segmentation.
  • Member Management.
  • Sales Pipeline.
  • Email Deliverability.
  • Certified Consultant Access.
Keap is well suited for managing small businesses. You can't go past its extensive features and programmable campaign builder to get the job done.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Keap helps us manage our sales, client onboarding, and fulfillment for our company as well as the small business clients we support. For us, it's more than a sales and marketing automation tool. We use every single feature that Keap Pro/Max has to offer, including but not limited to Checkout Forms, Landing Pages, Lead Capture Forms, Invoices, QuickBooks Online integration, Email, Phone, Text, and more. Literally, every single feature. For us, Keap addressed the fact that we were using multiple apps to manage basic processes, we lacked visibility into our operations, and we didn't really have a seamlessly integrated sales and client onboarding process. Now, we have all of those things and it's all bundled in one pretty cool app.
  • Checkout forms.
  • Invoices.
  • Workflow automation.
  • CRM pipeline.
  • Phone.
  • Texting.
  • Forms.
  • Reporting.
  • Landing Pages.
  • CRM Views and Filtering (e.g. list view).
Keap is perfect for solo CEOs and businesses with small teams. We've found that it works really well for service-based business owners and not as well for product-based or e-commerce businesses. It's also not great for large sales teams that want to work in one app. Solo CEOs and teams of 2-10 really see the benefits and power of Keap, and it's able to really take their business to the next level.
Keap's resources are really great. Their website is full of resources, case studies, and tutorials. And the Keap User Group is an even greater resource. You can connect with other Keap users and get real-time support. There are always people in the group chiming in and supporting one another with direction, links to training videos, or even loom videos that they jump in and create just for you. Not to mention, there's a community of certified partners (such as myself) that specialize in implementation.
Jason Oesterly | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Review Source
We use Keap across our organization for sales and marketing automation -- delivering the right email content, including sales offers, to the right people at the right time. With Campaign Builder (Advanced Automations), we're able to automate the lead follow-up steps that we know work for our business -- and Keap makes it easy for us to accomplish this task.
  • Marketing Automation.
  • Sales.
  • Customer/Lead Analytics.
  • Keap is robust but has multiple support options to help make sure you can accomplish your goals.
Keap is great for lead capture and for building complex nurture sequences to help convert those leads to customers. From landing pages and intake forms to timed email follow-up sequences and sales forms, Keap is able to handle the full cycle.
Score 10 out of 10
Vetted Review
Review Source
Keap solves many problems in our business, but the ability to serve our audience 24/7 is a key benefit. This takes the form of collecting leads from various inquiry types on our website and people being able to book online themselves, to clients being able to pay online whenever it suits them. It allows me to capture and convert more leads, save hours, and get a competitive edge over my competitors.
  • Campaign Builder - as I’m a visual person, the ability to map out and build automation on not only sales and marketing funnels, but internal processes as well. This has been a game-changer to setup automation and we continue to reap the rewards years later.
  • CRM - using it as a CRM has allowed me to have a single source of truth for my leads and customers to collect info on, add notes, track and trigger automation savings hours every week, and help prevent leads from falling through the cracks.
  • Innovation - they were one of the first in the market and are still innovating to make the product better.
  • Text Messaging - they just released this in the US. It will be good when this is available for other international users for text broadcasts and automation.
  • Business Line - this will also be good when it's available in Australia.
Keap suits a service-based business, such as a coach, consultant, professional services, speaker, or educator. The platform helps automate the sales and marketing processes for these by capturing leads, nurturing prospects, managing sales pipelines, appointments, selling online, membership courses, affiliates, and more. It's probably not best used as fulfillment for a business selling hundreds of physical products. Although you could still use it for front-end marketing, it wouldn't be the best for backend delivery.
Micaela Royer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Review Source
Keap helps us promote sales to our email list, collect leads from our website, and onboard new customers with ease. Our entire organization uses the platform. Our marketing uses it to create successful promotions. Our account managers use it to bill our current clients. Our admin team uses it to track sales and clients across the entire company.
  • Email sequences.
  • Billing automation.
  • Lead capture.
  • Affiliate links.
  • Landing pages.
  • Lead reporting.
Keap is perfect for small business owner who wants to streamline their operations with automation. It is easy to make a quick landing page, connect it to a series of emails, and have a lead magnet ready to collect new leads for your business. It is also super easy to build a sales page so that customers can purchase your product or service!