Keap is complex but meets our needs
August 31, 2021

Keap is complex but meets our needs

Molly Pelic | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Infusionsoft by Keap

Overall Satisfaction with Keap (formerly Infusionsoft)

Our entire organization uses Keap to organize our customer records, make notes to other team members, create order forms, product purchase links, follow-up campaigns, and more. By using Keap, we are able to serve our customers better. All team members can be on the same page about a customer's history and experience with the company. When an employee starts a conversation with a customer, they already have an understanding of that customer's journey. We also use Keap to tag customers by their specific product interests and create automated follow-up campaigns based on their interests. This saves our team time and money.

Pros

  • Tagging customers by interest.
  • Integrating with other customer softwares.
  • Handling customer follow-up campaigns.
  • Creating tasks to assign to other team members.

Cons

  • Not super user-friendly.
  • Not intuitive.
  • Can be complicated to find a feature.
  • Customer support doesn't always understand the product fully.
  • Save time on customer follow-up.
  • Track customer interest in detail.
  • Grow revenue through customer follow-up.
Keap has more features, more intricacies, and can handle more complex scenarios than HubSpot. I do appreciate HubSpot's progression board display option. Keap also has easier customer entry, although the customer entry system in Keap is much more sophisticated and has more fields. Keap is better for more complex or custom systems, HubSpot is a simpler and easier user interface.

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?

I wasn't involved with the selection/purchase process

Did implementation of Keap go as expected?

I wasn't involved with the implementation phase

Would you buy Keap again?

Yes

Keap is great for companies with complex goals for customer management. If you're trying to track specific customer interests in detail, create follow-up sequences that integrate with other customer contact software, or have your customer records and product order forms handled by the same software, Keap is fantastic. Keap would be less useful for a small business with a less complex customer management goal. It can be over complicated and not super intuitive, so smaller or more basic needs might be better suited for a different solution.

Keap Feature Ratings

7.3
Landing pages
8
Mobile optimization
2
Email deliverability reporting
9
List management
10
6.0
Lead nurturing automation
5
Lead scoring and grading
6
Data quality management
4
Automated sales alerts and tasks
9
10.0
Calendaring
10
8.0
Standard reports
8
Custom reports
8
8.7
API
10
Role-based workflow & approvals
7
Customizability
9
CRM Project Management ()
Not Rated

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