A Great CRM for Your Business
September 10, 2021

A Great CRM for Your Business

Andrew Ayers | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Keap Pro

Overall Satisfaction with Keap (formerly Infusionsoft)

I use Keap to manage my client relationships and my email marketing. It's a great way to manage leads as well and the dashboard gives you a great view of your company each morning when you log on. By automating many of my systems, it allows me to stay connected to my clients and prospects.
  • Email Marketing.
  • Lead Generation.
  • Client Relations.
  • Appointment Scheduling.
  • The marketing structure can be complex.
  • Text-based marketing is being introduced soon I think.
  • More flexibility could be helpful with the contact records.
  • It has helped me stay connected to my clients.
  • It has helped me automate my email marketing.
  • It has helped me add an email newsletter.
  • It has helped me with lead generation.
Keap has many more features and seems to give me much more value than Contactually did. Contactually was good for managing your list but didn't have all the automation that Keap/Infusionsoft does.

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

It is a great way to stay connected to your customers and leads. If you are just starting your business, it can be a great foundation to build your marketing upon. But there are a lot of features that you may not need right away that can be confusing to new users.

Keap Feature Ratings

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