Keap Track Of Your Business Contacts
June 24, 2021
Keap Track Of Your Business Contacts
Score 10 out of 10
Vetted Review
Verified User
Software Version
Infusionsoft by Keap
Overall Satisfaction with Keap (formerly Infusionsoft)
Our company uses Keap across the whole organization. How that helps us is by allowing anyone in the company to see up-to-date notes and information on each Prospect in Keap. We like the ability to set up tasks or actions for other users instead of having to risk sending an email and it gets lost. [Keap] helps us close loops and know exactly what sales stage the prospect is at. So that in itself saves hours of emailing and phone calls following up with co-workers. It also lets us know what possible deals we have on the go and where we are sales-wise anytime we want just with a click.
- Email campaigns are easy to set up and send
- Ability to have up-to-date customer notes
- Allows us to "tag" customers or prospects so we know how many touches a prospect has had and what campaigns they have been included in.
- When entering new Prospects or Customers, I wish it would let me know if there is an identical customer. So sometimes, I end up with two of the same person/shop. Which is challenging because I then have to check both files as sometimes there will be notes from different dates in them and I have to cut and paste notes in order to delete one of the files.
- I wish there were more fields where I can customize the main profile of a person.
- I wish there were 2 or 3 boxes to put a customer's email [address].
- I will there was a bigger box for the extension for someone's phone number, as sometimes I want to put "call first" or "husband's number" and sometimes there is not enough room in the box for that.
- Keap has allowed us to keep organized notes that are up-to-date.
- Keap has made email blasts and campaigns a lot easier.
- No customers get lost or forgotten because of the ability to task co-workers.