Keap makes many things easier!
April 09, 2022

Keap makes many things easier!

Sue Ginsburg | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Keap Pro

Overall Satisfaction with Keap (formerly Infusionsoft)

I personally use Keap daily to keep track of what I need to deliver to people and what I am waiting for clients to get me. Organizing by client helps me keep actions on clients in different stages straight. With 35 clients, I cannot possibly keep this all in my head, and Keap is a great tool for this. We also use Keap for our email campaigns and use different tags for our different email paths. We just discussed this week another way I can use Keap to track follow-up with prospects, and I will be creating a new email campaign on Keap soon. Keap's dashboard helps me keep track of my client's requests and what I need from them, which is very valuable. The email campaign function lets us automate and be more efficient in our emails, delivering messages we want and saving us time recreating them each time. While I may not be using the full scope of Keap's functionality, what I use keeps me organized and efficient, and for that, I highly recommend using Keap.
  • Provide a dashboard of all my actions on the due date I submit
  • Hold client contact information all in one place and one format
  • Run email campaigns
  • Online training for different functionalities
  • When I think of others, who can I send them to? I do have others not coming to mind now
  • Helps me stay on task
  • Saves me time looking for what I need to do
  • Saves me time keeping me organized for lead follow up
  • Saves me time in looking back at who I've spoken with and about what
Keap is easy to use and has many different uses, not just one.

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?

I wasn't involved with the selection/purchase process

Did implementation of Keap go as expected?

I wasn't involved with the implementation phase

Would you buy Keap again?

Yes

For tracking multiple client timelines and activities
For keeping your "To Do" list with multiple clients organized and straight email campaigns

Keap Feature Ratings

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