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The Backbone of my Business.
October 26, 2022

The Backbone of my Business.

Gregory Jenkins | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Infusionsoft by Keap

Overall Satisfaction with Keap

I use Keap to automate almost every customer-facing interaction after the point of opt-in. So, once a lead signs up for something, they're added to my Keap CRM, and then the automation kicks in to fulfill the expectation that was set and to guide them forward. I've designed an intentional customer journey, which helps systematically turn prospects into customers - and Keap's automation is the backbone of this experience. The automation not only delivers what the prospect has requested but also follows up with them to help them continue making process. It guides them toward a purchase, and after they've signed up as a customer, the baton is passed to a different set of automation that welcomes the new member and helps them feel comfortable with what to do next. The peace of mind I get from having my CRM, marketing automation, and e-commerce features all under one roof is unrivaled. It helps me feel confident that I know the experience my leads, prospects, and customers will have is exactly what I've designed.
  • Contact Database Organization.
  • New Prospect Engagement and Nurture.
  • New Customer Onboarding and Fulfillment.
  • Processing Orders.
  • Capturing Leads.
  • Affiliate Management.
  • Marketing Automation Campaigns.
  • Customer Journey Design and Execution.
  • The overall UI could be updated to feel more modern.
  • The Sales Tax features are lackluster.
  • The affiliate center design is limited.
  • We deliver a reliable customer experience.
  • We have more predictability in our forecasting.
  • We've streamlined the prospect to customer journey.
  • We use automation to reduce outstanding receivables.
  • We collect more testimonials.

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

Keap is a good fit for any business looking to do more of what they do best. It helps you systemize your processes and deliver a consistently positive customer experience over and over. At a more detailed level, I think it's best suited for small businesses with 1-25 employees. I've seen it work for larger organizations too, but usually, they have a handful of individuals who actually log into the software. Ideally, the company would be earning 100,000 or more - that's not to say it can't benefit a smaller company or a start-up; I just find that more established companies seem more willing to invest in their marketing budget, and using Keap successfully requires an investment of time, money, or both. As far as industries go, it works well for any business that generates leads and wants to automate the follow-up with their new prospects - this could be coaching businesses, agencies, consultants, local service providers, or more formal professions like dentists and lawyers.

Keap Feature Ratings

8.3
Landing pages
6
Mobile optimization
8
Email deliverability reporting
9
List management
10
9.5
Lead nurturing automation
10
Lead scoring and grading
9
Data quality management
9
Automated sales alerts and tasks
10
8.0
Calendaring
8
8.5
Standard reports
8
Custom reports
9
7.7
API
10
Role-based workflow & approvals
6
Customizability
7
CRM Project Management ()
Not Rated

Keap Resources and Customization