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Grow your business, save time and get organised
Updated December 29, 2022

Grow your business, save time and get organised

Lisa Catto | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller

Software Version

Infusionsoft by Keap

Overall Satisfaction with Keap

We use Keap to capture and manage all of our contacts, our sales pipeline process, outbound communication, and fulfillment of our services.
  • Sales and Marketing Automation.
  • CRM - Segmentation.
  • Mass Mailing.
  • Sales Process.
  • SMS
  • Managing Sales Pipeline
  • Some of the eCommerce functionality.
  • Hundreds and hundreds of hours were saved.
  • Every contact followed up with the right message at the right time.
  • Turnover doubled.
Mailchimp has next to zero automation capabilities and very clunky to move around and very very limited on the audience segmentation at a global level.

Do you think Keap delivers good value for the price?

Yes

Are you happy with Keap's feature set?

Yes

Did Keap live up to sales and marketing promises?

Yes

Did implementation of Keap go as expected?

Yes

Would you buy Keap again?

Yes

Keap is ideal for small and medium-sized business owners that want to save time, get organised, and grow sales. To have immediate access to important data, be able to automate tasks large and small, and know exactly where any contact is in their customer journey with the business.

Keap Feature Ratings

9.0
Landing pages
8
Mobile optimization
9
Email deliverability reporting
9
List management
10
9.5
Lead nurturing automation
10
Lead scoring and grading
8
Data quality management
10
Automated sales alerts and tasks
10
10.0
Calendaring
10
10.0
Standard reports
10
Custom reports
10
9.7
API
9
Role-based workflow & approvals
10
Customizability
10
CRM Project Management ()
Not Rated

Keap Resources and Customization

Using Keap

5 - Operations - managing client's customer journey day by day, onboarding especialy
Marketing - funnels and messaging
Sales - managing sales pipeline
Finance - invoices and payments
Depending on your use case and size of business - it can be managed by the owner/operator of the business or a wider team
  • Segementing
  • communication / Follow Up
  • Automation
  • Onboarding clients, saves so much time
  • Reporting and dashboards
  • day to day operations / tasking and accountability

Evaluating Keap and Competitors

  • Product Features
  • Product Usability
  • Product Reputation
Not relevant

Keap Support

ProsCons
Quick Resolution
Support cares about my success
None
this isn't an available option with Keap
Yes - Yes
i've never had an instance where they have needed to
Online support / chat can do with some more training. Telephone support guys are amazing

Using Keap

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
None
  • Simple automations
  • sending broadcasts
  • list segmentation
  • email broadcasts
  • Advanced automations
Yes
depending on the type of business and type of user, Keap can be very easy - if you really want to get full use of the whole product then their can be a learning curve with the advanced features - worth it