Item: Keap
Rating: 7
Author: Leo Nellessen

Use Cases and Deployment Scope

Sales, marketing & executive leadership, use Keap (formerly Infusionsoft). It helps keep most things automated. It helps to organize & manage prospects & Sales cycles. I also love the workflows & drip campaigns that we're able to implement. Reasonably easy to set up, & even easier to adjust/update as needed. It saves my team a significant amount of time.

Pros and Cons

Ties everything together nicely.
Keeps all prospect & client info I’m a single platform.
Tracks and reports not only sales but related commissions as well.
Target lists.
Activity planning & tracking
Lead scoring

Customer support could be better
Limitations on data size (files) that can be sent; unfortunately, a user typically does not know that they’ve exceeded the max # of characters until the document is completed.

Return on Investment

Significant. Less lost oops.
Has stopped most deal oops from falling through the cracks
Sales cycle reduced

Alternatives Considered

Bunchball Nitro for Salesforce

Less expensive
Easier to use
Shorter ramp up time.

Other Software Used

Freshsales, HubSpot CRM

Likelihood to Recommend

Well suited for small & medium-size businesses, & moderate marketers.

Less suited (but still effective) for large/enterprise companies.

Less suited for organizations without at least a semi-dedicated staff member to ask as administrator/expert/trainer, &/or person responsible for setting up campaigns, triggers, etc.

Great CRM, but less effective as a marketing automation tool (IMO), although improvements continue.

User-friendly & effective CRM

Software Version

Overall Satisfaction with Keap (formerly Infusionsoft)