We plan to Keep Keap
June 13, 2022

We plan to Keep Keap

Heather Dodd | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Infusionsoft by Keap

Overall Satisfaction with Keap

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  • Notifies you when e-mails are no longer valid.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.
  • We save a lot of time getting the appropriate e-mails sent to customers who are at different stages of the process.
  • We save a lot on marketing budget.
  • It seems to help our customer retention.

Do you think Keap delivers good value for the price?

Not sure

Are you happy with Keap's feature set?

Yes

Did Keap live up to sales and marketing promises?

Yes

Did implementation of Keap go as expected?

Yes

Would you buy Keap again?

Yes

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.

Keap Feature Ratings

Landing pages
8
Mobile optimization
Not Rated
Email deliverability reporting
10
List management
10
Lead nurturing automation
10
Lead scoring and grading
Not Rated
Data quality management
Not Rated
Automated sales alerts and tasks
10
Calendaring
10
Standard reports
10
Custom reports
10
API
10
Role-based workflow & approvals
Not Rated
Customizability
10