Keap Max Classic: still has a learning curve, but the payoff is huge
October 27, 2022

Keap Max Classic: still has a learning curve, but the payoff is huge

Brett Fairbourn, M.Ed. | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Infusionsoft by Keap

Overall Satisfaction with Keap

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.
  • One person running Keap can perform the marketing tasks of 5 people
  • Keap alerted us to risky email sending behavior and we were able to fix it proactively
  • Keap has helped us scale from <$50k in revenue to $2M

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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.

Keap Feature Ratings

Landing pages
Mobile optimization
Email deliverability reporting
List management
Lead nurturing automation
Lead scoring and grading
Data quality management
Automated sales alerts and tasks
Standard reports
Custom reports
Role-based workflow & approvals