A robust yet easy to implement solution for any size organization!
Brian Del Terzo Credilife® | TrustRadius Reviewer
March 06, 2020

A robust yet easy to implement solution for any size organization!

Score 10 out of 10
Vetted Review
Verified User
Review Source

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 is well suited for any size company and can suit a wide variety of purposes, from basic customer management to email campaigns, to landing pages, to a variety of integrations to address even the most creative of scenarios. I can't think of any scenario that Keap is not well suited to address.

Keap Feature Ratings

Customer data management / contact management
8
Workflow management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
Not Rated
Interaction tracking
Not Rated
Lead management
10
Email marketing
10
Task management
8
Billing and invoicing management
Not Rated
Reporting
7
Pipeline visualization
6
Custom fields
10
Custom objects
Not Rated
API for custom integration
10
Role-based user permissions
10
Mobile access
Not Rated