Definitely worth a look
December 14, 2020

Definitely worth a look

Chris Lesner | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Infusionsoft by Keap

Overall Satisfaction with Keap (formerly Infusionsoft)

We started off with Infusionsoft and now that it's Keap not a ton has changed. It's still a high quality and high volume product that allows us to track constituent and account information across the board in an easy to understand way. We use this to make everyday decisions as it relates to our current and future customers.
  • Customer management.
  • Building reports.
  • Tracking communication touchpoints.
  • Not as robust as other CRMs out there.
  • Not as popular in terms of looking up how to do things.
  • Less customization than other options.
  • Email marketing is the top converter for most campaigns.
  • Allowing for segmentation helps with messaging.
  • Increasing the funnels/paths we let people take help drive conversions.
To be honest, these days they all seem so similar. It really comes down to getting an account with each and trying them out and see what works best for you and your team. Keap is a great product, but so are the others. We use them all uniquely based on the needs and the clients desires.
If someone needs a basic CRM and is currently using something like Excel or their email marketing sender (Mailchimp/Constant Contact) then it's a great option to upgrade to any CRM. Keap is a great starter CRM that we and many of our clients use for general management of their customer data.

Keap Feature Ratings

WYSIWYG email editor
7
Dynamic content
2
Landing pages
5
A/B testing
6
Mobile optimization
9
Email deliverability reporting
9
List management
10
Triggered drip sequences
6
Lead nurturing automation
6
Lead scoring and grading
5
Data quality management
8
Automated sales alerts and tasks
5
Calendaring
10
Dashboards
8
Standard reports
8
Custom reports
3
API
8
Role-based workflow & approvals
6
Customizability
6