A robust yet easy to implement solution for any size organization!
Updated December 04, 2020
A robust yet easy to implement solution for any size organization!
Score 10 out of 10
Vetted Review
Verified User
Software Version
Standard
Overall Satisfaction with Keap (formerly Infusionsoft)
We are using Keap across the whole organization to manage campaigns, workflows, and customer interactions. It also integrates with our VOIP service provider connecting call recordings to our customer database, and syncs with our ESP, connecting email correspondence to each individual contact as well.
- A wide array of integrations.
- Customer management.
- Campaign management.
- Tracking opportunities.
- Tracking sales stages.
- The layout of the CRM - users with basic customer account access should have a cleaner easier to follow view vs administrators with robust access.
- I would recommend tying more explainer tasks to campaign options to create better clarity over the purpose of each option to help new administrators - maybe a toggle of guided or not guided campaign creation.
- We are much more efficient with Keap than with previous solutions implemented for lead management.
- Once a solid campaign is built out, it is very easy to create new funnels and a variety of options to generate new business.
- No downside for us regarding the ROI with Keap.
We've used Salesforce and Next Level Suite. Salesforce was too robust for our organization and too difficult to implement. Next Level Suite was fantastic for us when we were just getting started, but it isn't or wasn't ideal for our business as we grew to expand how we operate, generate leads, and manage our customer database.
Keap Feature Ratings
Keap Resources and Customization
Using Keap (formerly Infusionsoft)
15 - Every member of our team use keap, while some use it only passively through our VOIP phone system, each user account service a distinct purpose, from sales, to administration, to customer service.
2 - My business partner and I manage the campaigns, lead flow, tags etc.
- Lead Flow
- Campaign and Contact Maintenance
- Contact Data base
- Lead segmentation
- Lead tracking
- The integration with our VOIP service
- The integration with our BOT to differentiate between Current Clients and prospects
- Expanding to manage current clients, currently we use Keap predominantly as a Lead related solution.
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
Evaluating Keap and Competitors
Yes - Keap replaced our former lead CRM, next level suite (a great entry level CRM that we simply outgrew)
- Price
- Product Features
- Product Reputation
We needed a solution to help us manage our leads and begin creating better automation. As a small business, price and reputation were heavily considered.
I would have set aside more time for on-boarding and training. There is so much to learn.
Keap Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
The instant chat support that allows us to authorize the representative to access our account makes troubleshooting quick, easy, and reliable. For example, I was not sure if I set up a very small sequence properly to trigger two emails in response to a specific tag. I create the sequence, and reached out to chat support granting access to confirm I had it set up correctly. The peace of mind is priceless.
Using Keap
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Well integrated Consistent | None |
- Contact Management
- Tag segmentation
- Leaving and reviewing contact record notes
- Searching and saving contacts
- Creating email campaigns
- Building out robust campaign workflows
Yes, but I don't use it