Great Database To Grow Your Customer Relationship
March 24, 2021

Great Database To Grow Your Customer Relationship

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Infusionsoft by Keap

Overall Satisfaction with Keap (formerly Infusionsoft)

Our company has used Keap (formerly Infusionsoft) for about the last decade as our CRM and main follow up hub for all lead, customer and employee communications. We absolutely love that Keap offers an array of 3rd party integrations, handles all of our tracking needs via tags, talks to our membership website with Memberium integration, and allows for completely customizable campaign buildouts for all of our lead strategies and follow up needs that ultimately help build our business. Can't say enough great things about this platform.
  • Database.
  • Communications.
  • Tracking.
  • Reporting, duplicate check for other phone fields...
  • None, just excited to see what other integrations come out to make Keap even better!
  • Saves a TON of time through communication automation with Leads and Customers.
  • Saves a TON of time with automated tasks that trigger for employees to stay on task and keep things moving.
  • Tracking capabilities have allowed us to build reporting to keep a better pulse on where we are at weekly, monthly, quarterly and yearly.
This platform would be well-suited for someone who is looking to up their CRM game to the next several levels.

This platform might not be appropriate for someone who is looking for a simple database (as storage, for example), as Keap lets you dive pretty deep into the customer's journey.

Keap Feature Ratings

Landing pages
Mobile optimization
Not Rated
Email deliverability reporting
List management
Lead nurturing automation
Lead scoring and grading
Data quality management
Automated sales alerts and tasks
Not Rated
Standard reports
Custom reports
Role-based workflow & approvals