Item: Keap
Rating: 10
Author: Tina Hettich Sorensen

Use Cases and Deployment Scope

I use Keap to manage contacts, run all my invoicing, email/text marketing, and scheduling. I have my employees set up and manage contacts through the program too. I also have clients that I help to set up marketing campaigns, landing pages, and email follow-ups through Keap. There are more features too that I don't use as frequently.

Pros and Cons

Automation.
Recurring invoices.

It can be hard to set up and start implementing automation.
Not able to customize user permissions.
More options with landing pages and forms.

Return on Investment

Saves me hours per week.
Keeps me more organized.
Helps me create sales funnels.

Alternatives Considered

Zoho CRM and HubSpot CMS Hub

The price for Keap is actually better than if you purchase all the pieces with HubSpot or Zoho. Keap Pro includes all of that and doesn't make you upgrade or add-on.

Key Insights

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

Other Software Used

Trello, Slack, BrightLocal

Likelihood to Recommend

For small businesses that would like to integrate a back-office system, it is a great option. If they are using multiple programs that aren't integrated, Keap can make it simpler and probably save them money. If a company has a proprietary program or industry-specific CRM, it probably wouldn't be used to the full capacity and then may not be worth the money.

Keap Pro is my one stop for back office management!

Software Version

Overall Satisfaction with Keap (formerly Infusionsoft)