Overall Satisfaction with Keap (formerly Infusionsoft)
We use it at a base level, for our online forms, to do newsletters and the like broadcasts, [and] to schedule call backs.
- Campaign builds to extend our automation in bringing in clients
- Tasks. Our biggest use is scheduling client followups, keeps it focused.
- Email blasts, it is our platform of choice for getting our newsletters out.
- It would be nice to have some campaigns pre-built for my photography niche.
- There are too many steps to complete tasks.
- Having things like naming conventions, so we can easily standardize our campaigns. They may exist but would be considered hard to find if they do.
- Landing pages or funnel pages are basic and hard to manipulate to get the desired effect. Other companies dedicated to this are appealing, then there are hoops to connect Keap to it. For me this is a huge drawback.
- It has saved time, a bit. We are a small company [and] my staff who should be using it find it too large an effort to use it.
- We have clients who have spent, but it is not easy to get that data into Keap without them purchasing it.
- The store front is limited and cumbersome. We have opted out of using it for the most part with easier to create and modify alternatives that are less expensive to flow clients through.
We don't use Keap for evernote purposes.
If the company is scalable then it is a great choice. It requires a company of a certain financial size. Besides affording Keap, they have to be able to fund the aspects that Keap needs to work behind. For example, a simple personalized mail out campaign will need funds for staff to generate, material and mailing cost, will grow exponentially with a company customer base.