Item: Keap
Rating: 10
Author: Cindy Moore

Overall Satisfaction with Keap (formerly Infusionsoft)

Use Cases and Deployment Scope

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.

Pros and Cons

Pros

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.

Cons

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.

Return on Investment

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.

Other Software Used

Microsoft Teams, Microsoft Powerpoint, YouCanBook.Me

Likelihood to Recommend

Keap is well-suited for setting up and sending email campaigns to certain groups of customers that I can select via tags.
On my dashboard I have over 500 tasks which I can prioritize or organize by field. However, when I click on See All Results, I can then only organize it by Company, User, Date & Priority.... but not by Title. I use the title to tell me what campaign they are from. Some days I call only prospects that got a certain email and sort them by title... "TechNet email East Coast sent, TechNet email Pacific sent, Survey email blast, Re-book demo etc." I have calls in different time zones, so in the mornings I like to call the ones in my time zone. At 5 pm, I like to call the ones on the Pacific Coast as they are 3 hours behind, but I can't organize them all by title easily and have to scroll through pages of tasks.

Keap Feature Ratings

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