Keap: Affordable, Supportive, and Rich with Resources
August 14, 2022

Keap: Affordable, Supportive, and Rich with Resources

Rae Carson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Infusionsoft by Keap

Overall Satisfaction with Keap

Keap serves as our CRM, our email communications platform, and a place to manage our e-commerce. We previously had an ineffective patchwork of cheap tools, and Keap has been worth every penny in preventing all the loss of information translation between those. I love the automation available as it provides us with plenty of opportunities to streamline our processes, nurture campaigns, and follow up. It provides us with better ways to track our income as well as the effectiveness of our marketing. Along with AccessAlly, we have recently been able to integrate Keap into our website processes as well, further automatic our customer journey for both members of the organization and new leads.
  • Pricing: Keap Max Classic (formerly Infusionsoft) is affordable for nonprofits and small businesses and includes all the automation features we need!
  • Customer Support: Our onboarding and success coaches have been so helpful, taking into account some unique processes we have and finding solutions.
  • Updates: Keap is constantly providing more and better solutions!
  • Analytics: They have recently added some analytic reports and dashboards, but I believe they still have a lot to be desired here. Because they are still rather new, I do have faith these will be updated.
  • Membership: Our organization and e-commerce include membership to our Institute, which isn't quite something that Keap was designed to support, so we have to get creative to automate processes or are stuck with some manual things.
  • Shopping Cart: The Keap shopping cart leaves something to be desired with UX, especially for our international customers.
  • Drastically reduced the time we spend nurturing new leads.
  • Converting more leads to customers by allowing us to automate nurture and follow-up.
  • Provided reporting that we previously lacked on our marketing efforts.
Keap is much more affordable than HubSpot, and while it perhaps does not provide quite as much detail, you can get all the detail you really need for a small to medium-sized business with Keap. It provides so many more options as a CRM than Constant Contact or Mailchimp did when I last used them.

Do you think Keap delivers good value for the price?

Yes

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

I've worked with many CRMs, and Keap is by far my favorite. Its unique Campaign Builder provides an easy visual for your automation and helps you know what questions to ask to Support if needed. It's a great price point for small businesses and nonprofits, and they are constantly updating their offerings without extra charge. It might not be the perfect fit for nonprofits that rely on donations (you'll need an integrated software to do that well) or organizations that are solely membership-based, as we've had to design our own workarounds for these.

Keap Feature Ratings

Landing pages
6
Mobile optimization
7
Email deliverability reporting
9
List management
10
Lead nurturing automation
10
Lead scoring and grading
Not Rated
Data quality management
Not Rated
Automated sales alerts and tasks
9
Calendaring
Not Rated
Standard reports
8
Custom reports
5
API
Not Rated
Role-based workflow & approvals
Not Rated
Customizability
10