Marketing automation at its best
Updated October 24, 2022

Marketing automation at its best

Nancy Seeger | TrustRadius Reviewer
Score 10 out of 10
Vetted Review

Software Version

Infusionsoft by Keap

Overall Satisfaction with Keap

Keap is the marketing automation software that has run my last two companies.

My digital marketing agency uses it for everything from the online shopping cart to the delivery of services, reports, tracking, CRM, and even collecting testimonials. I have been using it there since 2010.

My live events company used it for three years (Until the pandemic) when we were running 14 live events per month--and it again processed all orders, registered event tickets, supported our membership portal, supported our ticketing portal, tracked speakers, contracts, projects, and all renewals. We did a case study of that use case here
  • Manage new leads and nurture them until the convert into clients
  • Track all client engagement opportunities and activities taken in the CRM
  • Provide followup information in a timely and customized format for events, webinars, and other lead-generating activities.
  • Webform needs to be updated for style and layout
  • Landing pages could be more robust in options and variations
  • Analytics needs better tracking
  • Saved more time than I can count
  • ROI is huge for events and workshops
  • CRM and lead tracking to close has been excellent
As a past Active Campaign and Constant Contact partner, I can say that the marketing automation and end results are far better in the Keap Software. I have used many other email platforms with clients over the years and this is the only one I want to run my business on to date.

Do you think Keap delivers good value for the price?


Are you happy with Keap's feature set?


Did Keap live up to sales and marketing promises?


Did implementation of Keap go as expected?


Would you buy Keap again?


Great tool for marketing automation around events, live or online. Great for working with coaching clients or managing membership portals. Excellent at tracking things like recency, frequency, and monetization of products or platforms and reminding clients to buy. Not as great for complex contact relationships like parent and child tracking.

Keap Feature Ratings

Landing pages
Mobile optimization
Email deliverability reporting
List management
Lead nurturing
Lead scoring and grading
Data quality management
Automated sales alerts and tasks
Standard reports
Custom reports
Role-based workflow & approvals

Keap Resources and Customization

I have used many of the resources over the years and Keap's constant updating and adding of resources, means there is always something new to check out. The onboarding calls, Keap Academy and Partner communities are all some of the best available - with more resources coming from those channels also.

Keap has many partners and Keap dedicated staff in the Social media platforms that help to ensure the quality of the responses delivered or the resources suggested are of great value.
Areas of the application are more customizable than others, but for look, feel and client experience - they have great customization.

For the ADMIN anduser side of the software there are some customizations, but Keap's focus is more on delivering ROI in the software than customizing for personal esthetics.

Using Keap

4 - ADMIN of the software, builds our marketing automations and implements our overall strategy.
Sales focuses on the leads that need follow up and ticket sales.
Staff - are the content creators and researchers that look at the data and update it according to our content calendar.

2 - 1 ADMIN and 1 Staff that manage the software. Neither of them are full time dedicated to the application.
  • Capturing leads
  • Converting leads into clients
  • Creating referral worthy experiences.
  • Integrating Keap to our help desk software so that the sales team and support team are both part of the same conversation
  • Managing events. We had 14 live events every month with up to 5 speakers per event, managed by 14 different franchisees. That is a lot of moving pieces and Keap made that possible by 1 person part time.
  • We implemented Keap for a client that is a Private investigator and she uses it for everything from collecting donations, to promoting her blog, speaking, membership portals Project management system and help desk... all form one CRM
  • We want to integrate it to our AI based copywriting tool
My background is Marketing and Systems design. I have used a lot of tools and never got the consistent and reliable results with so few staff as I have from Keap.

Evaluating Keap and Competitors

Yes - Aweber was the email of choice for us back in 2010, but that software did not have half of the features of Keap.

Keap has also shown that it is constantly innovating and testing out new features and tools. There is a huge cost to changing platforms constantly and one of the key features of Keap is the ability to start small and low cost and then grow inside of the same tool without huge risk of losing leads in the process.

I have been in this software since 2010 and don't see any reason to change yet. We re-evaluate all software on a 2 year cycle as software capabilities change and so does the business needs.

Over all those years I have purchased and tested several of the latest and greatest new tools, BUT none of them have been able to get us to move off of this platform.
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
I was exposed to the software by a client and so had played with it for a few months before we moved over.

I was impressed by the features, automation and growth I saw in the company. Plus the values, commitment and training of the staff showed a company in this business for the long haul. One that we could attach ourselves too and know that they would be there when we needed to grow.
We re-evaluate our software licenses every 2 years, so we have changed out selection process over time and we will continue to expand those items based on our usage stats and results from the software.

Keap Support

Quick Resolution
Knowledgeable team
Problems get solved
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
Not kept informed
Keap support is Free.

Also I am a partner (I pay for that right every year) with Keap and supply a lot of the content for those support channels.
Yes - Keap has a process of feedback within the software, and live technical support that can create a bug report and escalation if they cannot fix an item, so there are several steps before a bug is actually created.

Further Keap has a multistep development process - where the software is not released without live testing through many stages with certified partners and key clients. As part of the process I have submitted many bug reports.

All said there is still times when something does not quite work as expected.... I have run into those and the fixes in Keap are prioritized based on the impact of the issue (does it affect 100's or 1000's of users) and whether it alters the use of the software. Submitting a bug report for that stage means that the issue may be listed on the "Known issues" page and that the fix that comes out won't introduce other problems. Keap is not the fastest at delivering fixes, but the fixes they deliver make sure not to break other things.

In about 2016 when DMARC, DKIM and SPF were fairly new - I had a client that was having major email deliverability issues. Keap worked with me, the client and her OUTLOOK 365 partner to find and create the correct DMARC and DKIM records to ensure that her emails got through to the inbox. This issue was not a Keap issue, but because of industry changes coming into play it was able to be built into the software and benefit all Keap clients going forward.
I contact Keap periodically - though most of the answers are in their help files and videos.

I estimate that 1/10 cannot be answered or clarified on the initial call. It may be a bug or may need additional information, but by calling and talking with technical support I have had stellar results.

Using Keap

Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Feel confident using
  • In Max Classic I love using the Order forms. My sales are straight forward and this meets the need.
  • In Keap PRO the appointment calendaring option is perfect for most simple uses.
  • Adding contacts to Keap or sending a broadcast is super simple.
  • Multistep sales forms are not a good fit.
  • Tracking UTM parameters is difficult
  • No easy WordPress plugin. It can be done, but could be easier.
I use Keap everyday.

I don't always need to login to be using the software as a lot of activities my team does or the software does by automation. It allows me to interact with way more leads than I could manually.