Item: Keap
Rating: 10
Author: Mandy Brasser

Use Cases and Deployment Scope

Keap solves many problems in our business, but the ability to serve our audience 24/7 is a key benefit. This takes the form of collecting leads from various inquiry types on our website and people being able to book online themselves, to clients being able to pay online whenever it suits them. It allows me to capture and convert more leads, save hours, and get a competitive edge over my competitors.

Pros and Cons

Campaign Builder - as I’m a visual person, the ability to map out and build automation on not only sales and marketing funnels, but internal processes as well. This has been a game-changer to setup automation and we continue to reap the rewards years later.
CRM - using it as a CRM has allowed me to have a single source of truth for my leads and customers to collect info on, add notes, track and trigger automation savings hours every week, and help prevent leads from falling through the cracks.
Innovation - they were one of the first in the market and are still innovating to make the product better.
Version Options - There are 3 different versions of the software now (we use 2 different versions across 3 businesses). Depending on your needs - you can grow with the platform if you want to access more functionality, or keep it simple and have an easier user interface

Text Messaging - they just released this in the US. It will be good when this is available for other international users for text broadcasts and automation.
Business Line - this will also be good when it's available in Australia.

Return on Investment

Helped me automate manual tasks, saving me from having to pay someone to do administrative work.
Helped me close more sales, due to automated follow-up.
Helped me grow and scale my business to serve and impact more lives.

Alternatives Considered

Mailchimp

Keap offers more power with automation, segmentation, CRM capabilities, e-commerce, affiliates, and sales pipeline. I selected Keap as it is an all-in-one system that offers much more functionality than I would have gotten from other systems.

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

Likelihood to Recommend

Keap suits a service-based business, such as a coach, consultant, professional services, speaker, or educator. The platform helps automate the sales and marketing processes for these by capturing leads, nurturing prospects, managing sales pipelines, appointments, selling online, membership courses, affiliates, and more. It's probably not best used as fulfillment for a business selling hundreds of physical products. Although you could still use it for front-end marketing, it wouldn't be the best for backend delivery.

We use Keap in 3 businesses, because it’s the best CRM & automation tool on the market

Software Version

Overall Satisfaction with Keap (formerly Infusionsoft)