Item: Keap
Rating: 9
Author: Adam Hundley

Use Cases and Deployment Scope

We utilize Keap for everything in our office. We use it for email marketing (weekly newsletter with updates, events, and offers), client intake (webform features and create drip campaigns to nurture the leads that schedule an appointment), text message marketing, monthly campaigns to create landing pages, tag where clients and leads come from, and monthly reporting to track our return on investment.

Pros and Cons

Contact tagging.
Email marketing.
Client intake.

Landing page builder.
SMS campaigns.
Lead source tracking.

Return on Investment

Helps automate the follow-up process for leads.
Helps track our ROI on numerous campaigns.
Helps us automate contact management.

Alternatives Considered

We have not used any other type of client relations management system other than Keap. We have looked into other software and programs, but none of them are as robust and will not allow us to do what Keap currently allows us to do.

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?

I wasn't involved with the implementation phase

Would you buy Keap again?

Yes

Other Software Used

Zapier, MyCase, Microsoft 365 (formerly Office 365)

Likelihood to Recommend

Keap is a great tool to use in any kind of business that is wanting to track where their revenue is coming from and stay top of mind of any leads that either did not engage with your product or service or continue to nurture existing clients and customers. Keap would be very beneficial to other law offices and other private practices.

Great software for ANY business!

Software Version

Overall Satisfaction with Keap (formerly Infusionsoft)