You'll Keep Going with 'Keap'
March 04, 2020

You'll Keep Going with 'Keap'

Eriks Draiska - Real Estate Specialist | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Standard

Overall Satisfaction with Keap (formerly Infusionsoft)

  • I use Keap (formerly Infusionsoft) daily in my Plaza Real Estate business to send Automated emails, 1-off emails as well as follow up phone calls to make and task reminders.
  • It also reminds us to send greeting cards, letters, and much more.
  • This is an indispensable product.
  • When collecting buyer details at an Open House Inspection, for example, we have a Campaign where everyone is followed up by email, text, and voicemail all done automatically.
  • There are great add-on products that take care of these for us.

Pros

  • It works when we sleep not just like Santa Claus, but ALL year-round.
  • All client and contact details are kept in one place with scope for as much or as little detail as you need.
  • The Phone and Chat Support Team is reliable.
  • The automation provides huge time-savings daily as many tasks would not get done if we relied on a manual system.

Cons

  • It takes some time to learn but worth the effort.
  • Spouse name only has one field and does not allow for different surnames.
  • I had family health issues that took much of my time away from the business, and without automation, we would not be in business without it.
  • We used Top Producer for decades, and while a great product, it was very restricted compared to Keap (formerly Infusionsoft).
  • We use several other Software products that integrate Keap (formerly Infusionsoft).
  • Keap (formerly Infusionsoft) works everywhere.
  • We add videos embedded in emails as well as links, downloadable documents, keywords or short phrases.

Keap Feature Ratings

Task management
10
Billing and invoicing management
Not Rated
Reporting
Not Rated

Comments

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