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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
  • Lead nurturing automation (146)
    8.3
    83%
  • List management (147)
    8.3
    83%
  • Email deliverability reporting (149)
    7.5
    75%
  • Standard reports (144)
    6.4
    64%

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 4.4

Email & Online Marketing

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

7.1
Avg 5.6

Lead Management

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

8
Avg 5.4

Campaign Management

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

7.7
Avg 5.2

Reporting & Analytics

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

6.7
Avg 5.7

Platform & Infrastructure

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

6.1
Avg 5.6
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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

(380)

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

(1-25 of 49)
Companies can't remove reviews or game the system. Here's why
Armand Panganiban | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Keap is being used in several different ways. Primarily in lead nurture. We use a Keap form to collect lead contact info. From there, we have automated email sequences to build a relationship with the lead. We also use Keap for customer testimonials. After a lead has been purchased, we send them an automated sequence that asks for feedback.
  • Automated emails.
  • Lead database.
  • Application integration.
  • More price options.
  • More done for you templates.
  • More onboarding tutorials.
Keap is good for businesses that build email lists. Keap will manage the leads and makes the lead nurture easier to manage. Keap is not suitable for small companies where someone is unable to dedicate the time to use the application. There is a slight learning curve required in order to use the application effectively.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Keap as our primary CRM for both prospects and current customers, housing data about the marketing and sales process as well as current plans, team members, invoices, subscriptions, and anything needed to describe a customer account. We also use it as our primary email marketing and automation tool building evergreen campaigns, one-time campaigns and blasts, or triggering 3rd party integrations for things like direct mail and text messaging.
  • Highly customizable - fields in contact records can be created and integrated with many different tools
  • Automation - this takes a learning curve to do really well but is very powerful if you know how to use it. Well beyond cheaper email campaign solutions
  • Reports (mostly) - There are probably hundreds of reporting options in different parts of Keap, and the most useful ones can be highly customized with all custom fields, saved, and used on a recurring basis. Some reports I wish had more capabilities like their main ones, but for the most part it works very well.
  • Integrations
  • Detailed logic building in campaigns can be somewhat challenging for new users. After 5 years I don't feel limited by this but when it's time to train new team members they're prone to mistakes for quite a while.
  • Some reports lack the ability to combine with custom fields/other search parameters which requires some work arounds like tagging the results of one report to open in a different report and narrow down.
  • Change history on company records, contact records, subscriptions etc is difficult to see. This doesn't come up often but sometimes we need to see who changed a setting or subscription and can't find that right within Keap
  • Quickbooks integration. This applies mainly to Keap Max Classic, but connecting invoices to quickbooks now requires a Zapier connection which is not as simple as most Zapier connections to make work cleanly, especially with multiple products on an invoice.
Keap's advanced tools can power a seriously complex marketing team / CRM team. Its deliverability rate seems pretty high which is helpful and I've yet to find a challenge we couldn't do something to address. That said, those advanced features also mean you need someone or a small team that is well-trained to really use it to its full potential. If you're going to pay for it, you should be prepared to train up and utilize it well otherwise there may be a cheaper option if you need something simple.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Keap is as close as you can get to have 2 core services in one. The CRM is powerful and useful, but the automation mail delivery is really where the magic happens. You can create as many layout you want for as many situation you may posible need and for our business, this tool is the one that we keep because addresses also invoicing and schedule meetings. Really is a all in one solution for SMBs.
  • Automation
  • Shot mailing according to triggers
  • Schedule Meetings
  • Invoicing / Payments
  • Create custom currency for invoice
  • Offer second number worldwide with SMS
If you are starting a business and need to create your initial list with automations, keap works really good. Better than Mailchimp for example. But after you start collecting mails, the CRM included, works as stated. The CRM is great and features a pipeline where you can count on. The idea of having a phone line to receive call, works only in the states and this feature should be extend worldwide. Clients are everywhere. Also having more languages available other than english, will be a plus. One thing thow. Keap do not work well when trying to comunicate in other language than english.
Ryan Pond | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
From email to product orders, leads to past patients, if someone that doesn't work for the business comes in contact with it then Keap is likely the underlying system that made that interaction happen.

We use Keap/Infusionsoft Max Classic to automate the customer facing side of our business. We use Keap for email, SMS, landing pages, funnels, orders, subscriptions, and customer relationship management. The software is robust and powerful if you have the full functionality available through Max Classic.

I can't ignore the reputation the software has as "confusionsoft." I think this stigma was attached to previous versions of the software, or by people that didn't have or take the time to learn the software. Ultimately I always prefer software that is limited by power, not design.

Infusionsoft let's you squeeze every bit of power out of it that you possibly can, if you take the time to learn how to use it properly. On the other hand, I've used software like GHL and Active Campaign that have a lower learning curve but also limit the capability of the user by design and it is a frustrating experience for someone like myself.

I've used a lot of different software and software suites, but I have yet to find one as robust and complete as Keap/Infusionsoft. There is a steep learning curve, but it isn't impossible to learn and it is a skill that will pay dividends for your business if you are willing to make the time to learn it. The one thing that I do wish they would improve on is the analytics functionality.

Overall, Keap/Infusionsoft has taken our business from a daily hassle of followup and reaching out to an automated business that tells us what customers need attention and where they are at. This gives us time to focus on what really matters to us, the customer. Not the systems.
  • Email Marketing
  • Customer Relationship Management
  • Landing Pages
  • Customer Orders
  • Subscription Billing
  • Funnels
  • SMS Marketing
  • Analytics
If you need a place to store customer information, handle email marketing and automation, build landing pages and funnels, and take payments and orders then I couldn't suggest Keap/Infusionsoft more.

If you are looking for any single slice of that pie, such as only building funnels or only storing customer information, then there may be better suited software with a lower price tag. I also think that if you rely heavily on SMS marketing then they are probably better solutions out there.

But if you are looking to fully and seamlessly automate your business then Keap/Infusionsoft delivers the best bang-for-your-buck value on the market in my experience.
Lisa Catto | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
We use Keap to capture and manage all of our contacts, our sales pipeline process, outbound communication, and fulfillment of our services.
  • Sales and Marketing Automation.
  • CRM - Segmentation.
  • Mass Mailing.
  • Sales Process.
  • SMS
  • Managing Sales Pipeline
  • Some of the eCommerce functionality.
Keap is ideal for small and medium-sized business owners that want to save time, get organised, and grow sales. To have immediate access to important data, be able to automate tasks large and small, and know exactly where any contact is in their customer journey with the business.
Brett Fairbourn, M.Ed. | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Keap is the hub of the customer-facing aspects of our organization, and it also helps us automate and organize a bunch of internal processes as well. Some problems we've solved with Keap are: lead collection, sales pipeline management, general CRM (notes on interactions with prospects & customers), automated follow up, long term nurture, appointment reminders, renewal reminders, revenue and churn tracking, and a bunch more.

Here is just one specific example: We wanted to start holding live webinars. To start simple, we decided to have a weekly webinar at the same time and day of the week, every week. In Keap, we set up a single campaign to handle all webinar registrations and reminders, forever. If it's before Wednesday at 10am, the campaign is short, reminding them of the webinar happening very soon. After Wednesday at 10am, any new registrants will receive reminders about the following week's webinar. With Keap Max Classic's campaign builder, it's easy to build an evergreen campaign that follows up appropriately depending on the timing of the registration. All we do now is run the webinar once a week.
  • Sales pipeline management and automation
  • Automated long-term nurture
  • Note templates as shortcuts for sales reps (with automated follow up)
  • Keap is very contact-centric. It's hard to manage B2B relationships.
  • I wish Keap Max Classic had built-in appointment scheduling.
  • The relationship between opportunities and contacts is sometimes confusing.
For a new business growing toward or through 6-digit revenue stages, Keap is great. If the "business" is really just an idea without much substance yet, or if the business is well into the millions in terms of annual revenue, then the business is probably outside of Keap's sweet spot.
Score 10 out of 10
Vetted Review
ResellerIncentivized
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.
  • Tracking monthly & annual sales.
  • Occasionally, 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 inbox placement 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 nearly all 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 additional attention.
It would depend on their needs and where they are in their business growth. Keap is a fantastic tool, but just as a hammer is not the right tool for every job, Keap is not the solution for every business. All businesses should carefully weigh their needs and compare several products to ensure that what they select with be the best option.
July 13, 2022

Keap? Must use?

Score 7 out of 10
Vetted Review
Verified User
Incentivized
Managing contacts, lead generation, marketing automation and follow-up, database management, and email marketing. It really helps in a comprehensive approach and a CRM that we can definitely use.
  • Contact record
  • Lead Scoring
  • Lead communication
  • It is too complex.
  • It has a lot of things going on.
  • Need a professional to operate.
It is definitely great to use for small companies and for helping to keep a good CRM database. If we are doing any form of business, or marketing, and have clients, definitely something that Keap can be used for. However, if you are a business owner, learning the system can actually be challenging if you want to make full fledge automation.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We have been using Keap for several years in our company in order to assist us with automating email marketing which is very important in saving time and costs. It lets us know where our customers and potential buyers came from and has a fairly robust tool kit built right in.
  • Automation which is key in saving us from headaches and having to spend extra time.
  • Letting us know exactly which campaigns are more successful than others by telling us where our customers are coming from.
  • Really great customer support that responds fairly quickly.
  • Setting up campaigns can be quite a difficult task at first due to the complexities of the software.
  • The massive learning curve is a huge undertaking and will cause your first campaigns to be underwhelming at first.
  • Group texting is something that we never got to work correctly so we decided to not use it.
I would absolutely recommend Keap to a colleague if they are looking for a fairly robust tool to automate several aspects of their business, most importantly email campaign marketing which is a huge time sink if not done in an automated way. The support is great and I would recommend keap for that as well as the many onboarding videos they have which are actually very useful.
Heather Dodd | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Infusionsoft by Keap is a great CRM for automating e-mail messages to organize our educational classes and upcoming events. It also helps us keep track of rewards points for our customers. When we get new products or price changes, it allows us to send a notification to only those individuals who are interested in that specific type of product.
  • Categorizes people by tagging instead of having to add the customer to multiple lists.
  • Allows for easy scheduling of messages based on either a pre-set time or an action.
  • Notifies you when e-mails are no longer valid.
  • Keap could be a little more clear on defining certain functions for laymen.
  • Keap could use more WYSIWYG functionality.
  • Keap could be more clear about what certain triggers do like how the delay timers work exactly when applied.
Keap is a very powerful but also clunky tool if you are not a tech expert. I would recommend it; however, be prepared for the learning curve if you are not familiar with electronic workflows. This is so much more than a newsletter tool. It can really help you organize your variety of customers based on their specific wants and needs.
John Tarr | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Keap is being used mostly by myself, as I manage our company's accounts and marketing communications. I work in Keap daily and without it, my day-to-day responsibilities would take much longer. Keap addresses the issue of having to manually keep track of campaigns and updates. The automation inside this system is unreal, and if you create a campaign the right way, sometimes you won't even have to do anything other than schedule when you want it to begin and end. Of course, if the campaign requires calls and follow-up communications, you will have to do that as well, but you can create a widget that will prompt you to do so if needed. A feature that is new, and super helpful for marketing or sending out important company updates is the "Analytics" feature. This will analyze everything in your Keap system, from emails, deliverability, revenue, and invoices to make your decision-making easier with knowledge backing up your every move. Highly recommend Keap and wouldn't ever think of switching to another company.
  • Automation.
  • Analytics.
  • Data Keeping.
  • Campaign Building.
  • Email Broadcasts.
  • Interface Learning Curve.
If you are a company that handles upwards of 500 contacts in your system, you need Keap. You can easily export any information you need to an Excel sheet for data keeping, you can track email opens and click on links, you can schedule broadcasts with a click of a button, and the new Analytics feature is extremely helpful. Great for any industry that wants automation to make their everyday operations more productive and streamlined.
Score 10 out of 10
Vetted Review
Verified User
We are using Keap across the whole organization to capture leads, run marketing campaigns and track performance of these, nurture incoming leads with relevant nurturing, send weekly updates, our onboarding processes, sales pipeline, and followups, and report to see how different processes are performing. We are able to better measure which pieces of marketing material and campaigns are the most effective and use these learnings to also improve other communication including our website. We can also keep full track of all leads and tasks to ensure nothing falls through the cracks.
  • Marketing Automation.
  • Sales Automation.
  • Business Process Automation.
  • Sales Pipeline.
  • Checkout Forms.
  • Mobile Features are available in more countries.
  • More Payment Processors built in.
Great for entrepreneurs and small business owners that want to grow their business, get organized, and set themselves up for success.
Mike Connolly | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
I've tried several other CRMs and automation platforms but for almost 10 years without fail, Infusionsoft/Keap has been and remains my top pick. The support is far and beyond all others, the system is amazingly robust and once you get past the initial curve, which they've made easier over the years, is very user-friendly.
  • Multi-channel, multi-step follow-up automation.
  • Email newsletter.
  • Sales and Marketing CRM.
  • Integration with social platforms.
  • SEO tracking.
  • Sales Pipeline User Interface could be more intuitive.
Infusionsoft/Keap is great at response-driven email marketing for small businesses. I also like its lead tracking combined with automation. It keeps a variety of robust marketing tools all in one beautifully integrated suite. Being able to collect payment makes it a complete start to finish product for client acquisition through ascension.
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.).
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.)
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.
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 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.
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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use Infusionsoft for our email marketing, as well as automating some advertising campaigns and order fulfillment processes. It is used by our administrative staff and marketing department.
  • Automation
  • Email marketing
  • Huge learning curve
  • Nothing is intuitive
It's good for taking inputs from various sources and creating automations. You don't need to be a programmer or understand APIs to do a lot of very impressive and helpful things.
Kate Murray, MBA | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User
Incentivized
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
At one point in time, maybe 5 years ago, Infusionsoft offered one of the only marketing automation systems that was comprehensive enough to handle hundreds of thousands of emails. Many internet marketers flocked to this system because it was really the only one on the market. Now things are different. Other software has expanded to provide more intuitive design and better usability. Ultimately it's about the user and those entrepreneurs and companies who can afford this software typically have an assistant as the primary user. Nobody has time to pay an assistant for a week worth of work to learn a software system, especially when other software systems are so much more intuitive an accomplish the exact same thing. For this reason, I do not typically recommend this software any longer.
Joshua Christopherson | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Incentivized
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
Infusionsoft by Keap works well for email campaign management and drip campaigns for our customers. Also, lead management and tracking for customers who sign up for the Achieve Today Learning Experience Platform. Monthly billing is handled well by Infusionsoft by Keap and has helped us to manage our growth.

On another note, Keap has made changes to its supported merchants. This has significantly increased our costs to process transactions dramatically impacting our bottom line. We have had to look for other solutions and will likely be leaving Keap as soon as we can in order to save costs. As a result of these changes, we have found competitors that will save us more than when we were happily using Keap. So in the end, it's been a good thing for our business but certainly painful.
Score 9 out of 10
Vetted Review
Verified User
  • Infusionsoft is highly effective for small business growth because it automates many of the processes that would have to be manually repeated with traditional software.
  • Infusionsoft will assist you in following up with your leads and customers via a string of automated emails. Email deliverability is excellent compared to other providers.
  • You can segment your database in a highly effective manner so that prospects, leads and customers only receive the information that they are looking for.
  • If you have companies that are interested in selling your products/services for a commission, Infusionsfot provides a highly organized process for accomplishing this. Your affiliates will be able to track their leads, sales, and the amount of traffic they are sending to your website.
  • They provide a simplistic method of creating a shopping cart on your site so you can begin to offer online products/services.
  • Lead management is handled efficiently via online reminders, the ability to score leads, the ability for management to monitor and track the lead through the pipeline (i.e. from when it first comes in to when the sale is consummated or there is no sale).
  • You have the ability to perform most basic accounting functions within your Infusionsoft account, and the rest can be linked to your account through one of their add-on services.
  • The email builder is an absolute disaster and no signs of improvement are on the horizon. Be prepared for numerous bugs if you use it. Although it's a pain I would recommend working with one of their partners who focus solely on email templates. The cost will be worth forgoing the pain you experience in trying to deal with the problems that arise.
If you are looking to invest in a software system that is going to do everything for you and involves no thought, setup or follow through then Infusionsoft is not the right fit for you. But if you are serious about growing your business and willing to put forth the time and effort to get the most out of Infusionsoft then I would highly recommend it as an all-in-one marketing software.
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