Overall Satisfaction with Keap (formerly Infusionsoft)
We use Keap for all sales and customer service automation, in addition to marketing campaigns. Keap helps us stay in regular and easy contact with leads, clients, and partners by scheduling out communication cadences with automated tasks. We also send all one-off communications and newsletters through Keap. The reporting and functionality are exactly what we had in mind for our business when we began pursuing joint CRM/marketing software.
- Newsletter sends
- Automated sales cadences
- Detailed contact records
- Pipeline reporting and modification
- Sometimes when they roll out updates, things get buggy.
- Lead scoring in Keap Pro
- Save time while doing follow-up.
- Grow new sales revenue by nurturing contacts and closing more deals.
- Grow renewal revenue with newsletters and engagement emails.
Keap stacks up well against similar software I've used. They are definitely the most user-friendly platform I've encountered, but not at the loss of good functionality. All the processes we need to work on/automate are available to us in Keap, it has been a wonderful growth tool for our small business.
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?
I think Keap works very well for small businesses with only moderately complex business needs. I imagine enterprise accounts and agencies may not have all their functionality and needs to be met in Keap. Keap is perfect for seasoned professionals but is also great for people with no experience using similar software, as it is incredibly intuitive and user-friendly.