Keap Reviews

Pros

I like various things about Keap including:
1. Being able to use tags. This helps in organizing contacts in the proper way (when used effectively, you can easily see things from Macro to Micro levels in your list)
2. Marketing automation capabilities of Keap are best. This includes things like billing automation for e-commerce as well.
3. Being able to use third-party tools like Deadline Funnel, PlusThis helps in making things more personalized and improving conversions for promotional campaigns.
4. Dynamic Content, this helps in making automation campaigns better & simpler

Cons

Nothing apart from, it is a bit on the expensive end.

Pros

The most profitable methods of reporting can be extensively tailored with the entirety of custom fields, saved, and reused over and over again. Some reports may long for additional features common to all reports, but overall the feature set is quite enough.

Cons

It might be difficult to keep track of the background of changes made to corporate paperwork, client paperwork, subscription paperwork, etc. While this is not unprecedented, there are situations when knowing who changed a subscription or configuration is essential but cannot be identified in Keap.

Pros

I like how easy it is to pull client listings from keap for targeted marketing efforts, along with the ability to manage day to day follow up for clients that need to be contacted more than once.

Cons

Keap is difficult to train new hires on for the little that they use it (searching contact records, applying tags, managing day to day tasks on their dashboard. The feature that I dislike the most is the inability to reverse an action if a mistake is made.

Pros

They were able to customize the software so that it met our needs as a database for managing subscribers. There was virtually no downtime in the years we were with this company. Once users were trained on certain tasks, it was very easy for employees to pick up the software and become comfortable with it.

Cons

The pricing structure charges by the amount of contacts you have. We logged every sale into this database from even one-time customers, which added up over the years to a point where we were paying hundreds each month for a database of users who were not active. The underlying system also seems to be geared towards companies who are interested in cold calls and commission-type sales jobs. While they did customize their software to fit our needs we were still warned that we were required to send communications through their specialized tracking system in order to measure engagement and leads. Our regular email blasts were not considered good enough.

Pros

The level of automation is unparalleled. A common feature of CRMS is the lack of a "if/then" configuration option. If I tell Keap yes or no to a task, the program reacts differently depending on my answer. If you require robust automation that can do a wide variety of actions based on results, look no further. It's yours, Keap.

Cons

There was a lack of functionality in the mobile app. So that I could access Keap from my mobile device, I bookmarked the website. This method was effective, although it lacked caller ID.

Pros

Not sure. It has lots of functionality but most everything is clunky. Only comes with 99 custom fields and you can't modify the home screen. When you click around it always defaults you to a place you don't want to be. If you look up a contact it insists on defaulting you to first name and it has a nasty delay. So if you want to search by company you will start typing and then after the delay it will switch you to first name. You can't choose the view to do your lookups and it defaults to the record view, which I never use. So every time I do a search that turns up multiple records I have to click on the list view. Another infuriating thing is that if you want to sort by a field in list view it defaults to zto a instead of a to z. They will never fix anything even if it is a 2 minute fix.

Cons

It uses a flat database that is terrible for business to business. No primary fields or tags so if you add a company contact there is no way to tag or have company related field data updated to the new contact without expensive api coding from your website. They added linkedin, facebook and twitter years agobut didn't include the fields in the mass update section. What does this mean? When linkedin changed their url format I was stuck with over 3000 records with bad url's. So with any of their other fields you lookup the filled fields and then you choose mass update contacts and click on the allow blank fields to remove existing data. Well they didn't include the fields here so you can't do it. Maybe just export the records and replace the filled fields with empty into a csv file and import to remove the data. That doesn't work either. Blank field data won't replace filled data in a modify existing records merge. If you try chat support you will more than likely get a foreign support person (mine was from the Phillipines) who will act like he or she has never heard of this problems and make you explain it over and over and ask you to do a million unnecessary tests. I finally became so frustrated that I called support, got someone who at least admitted that it was impossible to fix. All the while I had the chat person on still instructing me to do more tests. The phone support person kept trying to get me to drop chat but I made her see how ridiculous it was.

Pros

it was a bit clunky but not a horrible program to use

Cons

It felt as if easy modifications would have really increased the ease of use, but they were never made.

Pros

We used the KEAP daily to keep up with out marketing automation and verified that we were on point.

Cons

We do not use all the potential of the application.

Pros

Keap's email marketing capabilities have witnessed notable improvements in 2023. The platform provides me with a wide array of templates and customizations to create captivating email campaigns. With advanced features such as audience segmentation and personalized automation, Keap facilitates effective communication with customers, driving engagement and brand loyalty.

Cons

Well, I do not think I encountered any like least using Keap platform.

Pros

I have been using Keap tool for a while now and one of the features I find quite interesting is its task and appointment management tools. Keap provides a straightforward way to stay organized & efficiently manage time. The platform's capabilities have streamlined my workflow and kept things on track.

Cons

Nothing as such as it is decently priced and super useful!

Pros

I wish I knew how to use all of it. There's always a new function that it can do to save me time. Since I don't have a team, Keap is like my own secretary, streamlining functions.

Cons

It takes so long to set up. The look of emails is very flat and uninteresting. Word processing in the individual letters I send out takes forever. It's definitely not a great place to write letters.

Alternatives Considered

Mailchimp

Reasons for Switching to Keap

A lot of the big names in marketing always had "Infusionsoft" at the bottom of their emails so I knew they must know something I didn't. When I decided to try it out, I was thinking big, probably too big. I believed it would help my business grow. (It hasn't YET but I still am able to do more with Infusionsoft.) Once campaigns are set up and the kinks worked out I love watching them work for me.

Pros

The training I received when I purchased this software was amazing. I learned so much not just about how to use their software but how to grow and ex[and my business.

Cons

For my use as a small business that is not selling products, Keap was quite expensive. There are a lot of excellent features that I didn't use because they didn't fit well or apply to my small service based business.

Alternatives Considered

Mailchimp

Reasons for Choosing Keap

I switched to Keap because the presentation I saw inspired me to what more I could be ding o expand my business. IN the end, it wasn't a good fit for the cost.

Switched From

Mailchimp

Pros

This system has everything that needs for a business for up and running. Even for a startup business also able to adopt this system to their workplace very easily. The best feature that i saw is Email Automation. As a admin i was able to create and schedule lots of email campaigns for our customers. it is very easy and straight forward. Campaign builder interface is very user friendly. even my non computer literacy people also can build and automate an process within few minutes. It provides lots of integration options with third party applications. Also It provides lots of tools to manage our marketing procedures.

Cons

Nothing to complain but i would like to mention that there should be more tutorials/guides and onboarding trainings for users.

Pros

What I like most about InfusionSoft is the functionality and its endless possibilities. The Campaign Builder has an easy to use interface with limitless possibilities that can be constructed to suit your unique business needs. With a great email builder as well to create those beautiful calls to action that will surely ignite your leads' desire to buy whatever you are selling. I specifically manage the database of leads and users and find it to be quite user friendly, InfusionSoft will warn you about an increase in bad email addresses, allowing you enough time to clean it up before it affects your business badly. Another great aspect is the help provided by agents via the Chat facility, you can chat live with an InfusionSoft assistant to help you with any problems you might have. I find it extremely helpful in times when I am unsure of what to do.

Cons

While I do have high praise for the campaign builder and its limitless possibilities, this can also be a problem as when I first started using the software; I didn't know what was what. There is basic training available, but I don't feel it adequately explains the possibilities of what can be done. To fully unlock the potential of InfusionSoft, some additional training will be required.

Pros

In my organization, we have been using Keap as our main CRM for tracking our sales pipeline efficiently, but it has also been extremely useful for active engagement and tracking of all our marketing. It is a very versatile tool that allows us a great variety of actions; it allows any activity related to audience segmentation, communication control, and marketing automation, among others, to be done with ease thanks to all the features and functions it integrates. The marketing automation it provides has been one of the strongest points of this tool. It has saved us a lot of time and money.

Cons

There is a learning curve when starting to use the product, which is normal for a tool so rich in CRM and marketing functionalities. In terms of analytics, there is room for improvement. Finally, it could be more flexible to integrate with third-party tools, but that is more limited.

Pros

I tried many brands, however, each time I got a great email, an immediate response, a beautiful landing page I continued to see the name Infusionsoft. The research and features were outstanding. As I began looking at those at the higher level of business, which I wanted to obtain, I saw most, in a variety of industries, had chosen Infusionsoft. I was surprised when surveying the target group of Infusionsoft Users, they each were optimistic about their future commitment to continue their relationship. So I jumped in! I am confident it will be an investment of time, money and frustration of efforts - but I look forward to building system, upon a system and automating many general tasks and information sharing.

Cons

The investment was a minor con - but the prices have become more in line with the value as my years of investigation and research continued. The biggest con is the education investment and the delayed gratification of understanding this will be a process. My optimism has been a bit dampened with the realization I may not easily, understand trigger relationships and process. Additionally, my "initial payment" for training although friendly has been less than sufficient, and less than simple to establish a confidence that I can get it done in a year. However, I still believe I will be with the system for a long period of time, and patience and bridled expectations will become the new norm.

Pros

Keap is an incredibly user-friendly all-in-one CRM platform that makes it easy to manage customer relationships. I love how quickly I can access customer data and generate reports. The customer service team is also incredibly helpful and always on hand to answer any questions I might have.

Cons

The one downside of Keap is that it can be a bit pricey for some businesses. However, if you are looking for an all-in-one CRM platform that is easy to use and has great customer service, Keap is a great choice.

Pros

Absolutely None, this field is requiring 100 characters minimum. Infusionsoft does not have any pros

Cons

Our company has requests from industry professionals that have directly requested to receive specific information from our company. Our single newsletter kept getting stopped from send out by Infusionsoft because they claimed supposed Spam rates in excess of 0.1%. According to Jacob Hoiby if 2,000 people on a list request information and 1 person of the initial send out of 1,000 e-mails clicks on the Spam button rather than Delete or Unsubscribe then too bad for the other 1,000 people who requested the information, they won't get it because Infusionsoft won't send out the remainder of the email list. Sadly, according to Infusionsoft's logic those other 1,000 potential recipient's desires don't matter. Sadly too our world is plagued by some lazy people who find it easier to just click the Spam button. Despite the unreasonability of some less than caring people, we expected Infusionsoft to reasonably send out our email newsletters which was the purpose of the product and service we purchased. Instead, they chose to view only the 0.1% Spam rate and disregard the opens rate of our lists ranging from 12% to 20% within 24 hours. The most significant problem was the extensive amount of time our company spent during the past 2 weeks trying to work with multiples of their less than knowledgeable customer service members. Today alone was in excess of 10 hours of time. Save your company money and time DO NOT bother trying to work with Infusionsoft. They will hold to their claim that the industry requires a less than 0.1% spam rate. They will disregard your concerns. They will try to tell you that you need a "healthy" email list. This is not rocket science people. It's a list of first names, last names and email addresses from people whom provided that information which is compiled in a data file uploaded to their system. How much "healthier" can we possibly get? Unfortunately, the world is "unhealthy" because there are a few lazy bad apples that somehow find it easier to click Spam then unsubscribe or delete when they no longer have an interest. Unfortunately, the world is plagued with "unhealthy" companies like Infusionsoft that sell a service, but refuse to deliver the service they sold claiming that they have to keep at high standards. Their service does not produce any better marketing delivery either. Numerous newsletters landed in peoples Promotions and Spam folders. Infusionsoft does not have a better delivery mode to In-Boxes as they claim. I hope sharing our experience can help save another company the extreme headaches, cost and sheer waste of time we have endured during the past 2 weeks attempting to deal with Infusionsoft.

Pros

We never got to the point of purchasing the software, because of the customer service problems we encountered with Infusionsoft sales and management from the start. I had to file several complaints through Infusionsoft's web chat (2 complaints) as I searched for a name of someone in management to speak with to deal with the problems with IS. When the web chat people couldn't provide a name for someone in management to address my concerns, I had to file complaints directly with [email protected] and abuse@infusionsoft./com about over-aggressive marketing tactics and their lack of attention or concern to my stated desire to delay receiving sales pitches and demos.

Cons

I have to presume that Infusionsoft uses their own software in following up with potential sales leads. Based on my experience and frustrations in dealing with Infusionsoft sales staff / customer service / management, I have to presume that either Infusionsoft has internal problems as to human error concerning what information they input to their system, or their software platform is defective in a lack of flexibility so as to tailor the frequency and type of contact necessary to suit the instructions or requests of potential sales leads. My situation turned into kind of a "test" to see how effectively the IS software platform is in responding to the needs & instructions of their sales leads, and furthermore how IS customer service deals with problems person-to-person. I found IS to be deficient in every aspect, as I received neither an apology nor any explanation from IS as to why they could not follow instructions, whether it was a platform programming problem, or a series of human errors at customer service.

Pros

The campaign builder is easy to learn and easy to use, as well as the email builder. It will get all your basics taken care of there, and being able to preview an desktop AND mobile was a huge pro.

Cons

It is very difficult to navigate to what you need, even with adequate training. Nothing is intuitive, and all of the reports are just lists of contacts filtered for something.
Most importantly, this tool is not adequate if you're wanting to integrate at all. Even they say that you may need to hire an InfusionSoft partner to manage your tool for you to use it to the best of its capability. I would argue that if you need to hire a specialist to use your SaaS for you, your SaaS is not a good tool.

Pros

As a CRM Analyst/Consultant, most of my projects are helping companies administrated and implemented different types of CRMS and marketing software. So I have the chance to research and test a multitude of CRM's and Marketing Software for the past several years and Infusionsoft is one of my favorites. I have helped two small companies(around 20-30 employees)implement this product from start to finish. I have very impressed on how robust and strong this CRM really is. With this software, you can create a software stack with different add-ons which can accomplish almost anything. There are programs that help with scheduling, membership sites, integration with Facebook audiences, text messaging and countless others. Infusionsoft has an API that is easy to use and integrate with other systems you may be using. For the price, I would say this is an all in one CRM tool. Another great feature that Infusionsoft offers is the ability to create mobile-responsive landing pages and pairing this automation with a CRM with robust capability for sales follow-up is what creates the value and you also get the ability to generate e-commerce and tracking reports. I would definitely recommend this product.

Cons

Infusionsoft only includes the basic Lead Generation reports. If you want to generate the true ROI reports it will require you to purchase add-ons, such as Wicked Reports. I would say that these reports are critical for understanding where your leads are generated and how to refine your marketing.

Pros

Infusionsoft simply has the best "all-in-one CRM" for the price. The marketing automation section of Infusionsoft includes a visual campaign builder for automated emails which I consider one of the best in the industry. The ability to create beautiful, mobile-responsive landing pages simply adds to the value of the automation. Pairing this automation with a CRM with robust capability for sales follow-up is what creates the value. The e-commerce and tracking reports are just a bonus.

Cons

Infusionsoft includes basic Lead Generation reports but true ROI reports require add-ons, such as Wicked Reports or Graphly. Such reports are critical for understanding from where your leads are generated and how to refine your marketing. Despite this being a downside, I would add that a software stack of Infusionsoft and Wicked Reports is often less expensive and more effective than other CRM alternatives. Additionally, Infusionsoft is planning to release advanced analytics baked into the platform shortly, or so I have heard.

Pros

Keap is an easy-to-use, all-in-one customer relationship management (CRM) and marketing automation solution that helps small businesses grow.• Keap provides a variety of tools to manage contacts, automate tasks, and maximize customer engagement.• It is customizable and scalable, allowing businesses to tailor their solutions to their needs.• Keap offers integrations with popular third-party applications, making it easy to sync data and automate processes.• The platform provides access to a team of in-house experts to assist with setup and training.

Cons

Keap is more expensive than some of its competitors, so it may not be the most cost-effective solution for small businesses.• The user interface can be confusing and difficult to navigate for new users.• The customer support is limited, and the response time can be slow.• Keap is more expensive than some of its competitors, so it may not be the most cost-effective solution for small businesses.• The user interface can be confusing and difficult to navigate for new users.• The customer support is limited, and the response time can be slow.

Pros

-This software is pretty easy to use for most basic applications.
-There are many options and nearly endless uses for Infusionsoft. If you can think of a way you want to use it, the support team can help you implement it.
-The automation of this software is what I love the most about it. At first, you spend a good amount of time setting everything up but once it is set up it runs pretty much all on its own. Saving you time.
The support for infusionsoft is one of the best I have ever dealt with. They go above and beyond to help you figure it out. Your success really is their success.

Cons

If you want to do some of the more details campaigns it can get a little tricky. If you are not spending a lot of time on the software you may forget how to do some things that you don't do on a regular basis. The support team is usually happy to help or get someone who can.

Pros

I love the ease of the email templates and putting really cool stuff out to my clients. I love seeing the monthly updates and the improvements. There is so much power in the software and I've only been able to tap a small bit of it. It's completely worth the cost you pay because the support is huge! The whole company is dedicated to helping small businesses succeed. Love the Podcast, the emails, the tutuorials, and the support staff who just keep delivering massive content to help you grow your business.

Cons

There's a learning curve to get started. I highly recommned taking the University course they provide because with it, you'll have everything you need to really make a quick impact in your business. The company is still very USA centric but with the new improvements like language support and multi currency support, those of us in other countries now better options.