Item: Keap
Rating: 10
Author: Tom Nunamaker

Use Cases and Deployment Scope

Keap is the glue holding the company together. It's our CRM master database, automation tool, reporting engine, and part of our sales process.

We duplicated several of the database tables with the API and maintained a local copy that is synced with the Keap database. If our servers ever go down or are hacked, we can restore the information from the Keap database. We have done a lot of API integration, which is quite easy to do with Keap. If the software doesn't do exactly what you need it to do, there are 3rd party solutions for MANY things...or you can code it yourself with the API.

Pros and Cons

Automation
API integration
Sending email broadcasts and tracking results

Create a default password for new contact records. This is a pet peeve.
Let users use their own SMTP server for email deliverability

Return on Investment

Couldn't be where I am without it
I haven't had to hire people as I have automated many tasks

Alternatives Considered

AWeber and Salesforce CMS

AWeber was too simple, and Salesforce was overkill and too expensive. To be fair, Salesforce is more oriented toward salespeople (which makes sense from the name). AWeber didn't have as robust of an API as Keap.

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

Other Software Used

OptinMonster, Stripe

Likelihood to Recommend

Great for small/medium business that need an integrated solution for CRM, sales and marketing automation. I am a solopreneur and I've coded many things to be more efficent. I couldn't have done it without the API. The automation is quite useful and VERY flexible. I love the campaign builder.

Our app uses over 600 tags. We segregate people and use tags to control access to member's area content and to control actions associated with member subscriptions and products.

Not getting Keap is probably a mistake

Software Version

Overall Satisfaction with Keap (formerly Infusionsoft)