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!

Brian Del Terzo Credilife® | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version


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

Task management
Billing and invoicing management
Not Rated

Keap Resources and Customization

The training available through Keap is powerful. There are so many features available through Keap it would be impossible to take full advantage of them without the 'hands on' training available.
We have created automation to help contact leads and keep the team organized in their efforts to service demand. Also through an integration with our phone system, we are able to manage recordings and sms message history directly in each contact record which is very beneficial when we want to review details for training purposes, or customer service.

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.
Keap does everything we need and more. I'd still like to see additional partnerships between Keap and other solutions, but I can't think of any examples off hand.

Do you think Keap delivers good value for the price?


Are you happy with Keap's feature set?


Did Keap live up to sales and marketing promises?


Did implementation of Keap go as expected?


Would you buy Keap again?


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

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
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.
I've never experienced an issue with support.

Using Keap

Like to use
Relatively simple
Easy to use
Well integrated
  • Contact Management
  • Tag segmentation
  • Leaving and reviewing contact record notes
  • Searching and saving contacts
  • Creating email campaigns
  • Building out robust campaign workflows
It is very user friendly up to a point, but as you want to dig deeper into the vast abilities and use cases, training and practice are required.