Keap is the perfect tool for serviced based businesses with small teams.
September 28, 2021

Keap is the perfect tool for serviced based businesses with small teams.

CJ Smith | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Keap Pro

Overall Satisfaction with Keap (formerly Infusionsoft)

Keap helps us manage our sales, client onboarding, and fulfillment for our company as well as the small business clients we support. For us, it's more than a sales and marketing automation tool. We use every single feature that Keap Pro/Max has to offer, including but not limited to Checkout Forms, Landing Pages, Lead Capture Forms, Invoices, QuickBooks Online integration, Email, Phone, Text, and more. Literally, every single feature. For us, Keap addressed the fact that we were using multiple apps to manage basic processes, we lacked visibility into our operations, and we didn't really have a seamlessly integrated sales and client onboarding process. Now, we have all of those things and it's all bundled in one pretty cool app.
  • Checkout forms.
  • Invoices.
  • Workflow automation.
  • CRM pipeline.
  • Phone.
  • Texting.
  • Forms.
  • Reporting.
  • Landing Pages.
  • CRM Views and Filtering (e.g. list view).
  • Saved at least 10 hours per week.
  • Increased client retention.
  • Processes that work even when I'm not working.
Keap is in a little bit of a different league as it's more of an all-in-one but there are similarities and differences that are worth comparing. Keap is a more comprehensive tool where you're getting most of your key business management features ranging from invoicing to email marketing and everything in between. One of the biggest benefits to the solo CEO or business owner with a small team is the ability to eliminate the cost of all those other applications. What's lacking in Keap that you'll find in the other CRMs (like Pipedrive and Zoho specifically) is reporting, customizable views and dashboards, and better role-based permissions and controls. This is specifically referring to Keap Pro and Max (not Keap Classic).

Do you think Keap delivers good value for the price?


Are you happy with Keap's feature set?


Did Keap live up to sales and marketing promises?


Did implementation of Keap go as expected?


Would you buy Keap again?


Keap is perfect for solo CEOs and businesses with small teams. We've found that it works really well for service-based business owners and not as well for product-based or e-commerce businesses. It's also not great for large sales teams that want to work in one app. Solo CEOs and teams of 2-10 really see the benefits and power of Keap, and it's able to really take their business to the next level.

Keap Feature Ratings

Landing pages
Mobile optimization
Email deliverability reporting
List management
Lead nurturing
Lead scoring and grading
Data quality management
Automated sales alerts and tasks
Standard reports
Custom reports

Keap Resources and Customization

Keap's resources are really great. Their website is full of resources, case studies, and tutorials. And the Keap User Group is an even greater resource. You can connect with other Keap users and get real-time support. There are always people in the group chiming in and supporting one another with direction, links to training videos, or even loom videos that they jump in and create just for you. Not to mention, there's a community of certified partners (such as myself) that specialize in implementation.
Keap has a few features that are really easy to customize -- forms, fields, pipeline, and automation. You can easily build forms, add a number of customizable fields, create a pipeline that matches your workflow, and easy to configure automation. Although you can't customize views (YET), I found there's sometimes power in simplicity -- especially when you're just getting started in the business.