Keap

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

We use it to run our entire business operation. It keeps contacts, invoicing, email triggers, and contact tagging organizations all in one place.

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.

We use Keap for all automation within our company.

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.

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.

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.

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.

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!

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.

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.

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.

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.

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.

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.