Great for All Contact Needs
April 14, 2022

Great for All Contact Needs

Danielle Serna | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Keap Pro

Overall Satisfaction with Keap (formerly Infusionsoft)

For years we have been using lists that we compiled of our contacts from an excel spreadsheet. Using Keap allows my team to quickly categorize our contacts for certain email messages. This is a much more user-friendly, and time-saving tool. I also enjoy being able to track tasks and contacts, which allows me to see who I am missing out on connecting with.
  • Email retention
  • Task Tracking
  • Contact management
  • Ease of use
  • Professional Invoices
  • Cost of seat
  • Grow revenue through product promotion.
  • Grow revenue by offering discounts via mass emails.
  • Save time by sending multiple emails at once.
  • Microsoft 365 (formerly Office 365)
Not as productive in tracking and creating large lists of emails to have sent out at a single time or for a certain group. I like that Keap continues to give insight into who is responding and who is not, without having to flag every email which was sent out.

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

Microsoft 365 (formerly Office 365), Email Manager for Microsoft 365, Microsoft Application Server (deprecated)
Most suitable for maintaining contacts, developing emails in a creative format, and ability to track what emails have been sent to which of our contacts. It would be great if the scope of "types" were able to be edited as well as additional types created. Only having 3 types of contacts does not allow us a more general way to separate contact types.

Keap Feature Ratings

Landing pages
7
Mobile optimization
Not Rated
Email deliverability reporting
10
List management
6
Lead nurturing automation
10
Lead scoring and grading
10
Data quality management
10
Automated sales alerts and tasks
10
Calendaring
Not Rated
Standard reports
10
Custom reports
10
API
10
Role-based workflow & approvals
10
Customizability
10