TrustRadius Insights for Keap are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Business Problems Solved
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We used Keap for email campaigns to customers in our e-commerce business. We integrated an outside app to help us remind customers when it was time to reorder and replace product.
Pros
CRM
tagging customers to segment
database management
phone and chat support are good
Cons
has not kept up with other platforms on automation of segmenting
not intuitive
older design - requires more steps to accomplish the same thing
Likelihood to Recommend
In my opinion, the price for what you get with Keap is not worth it. We switched this week to a new ESP. We never really used the CRM functionality and there are much better platforms for email than Keap. Now that we're on a new platform, I think Keap's logic and setup seems so antiquated.
We have been using Keap for three and a half years now in our own business: to send invoices, accept payments, send emails and make calls and texts. The Pipeline in Keap Pro has been super helpfun for us to visually see where each of our leads is at in the sales process. Being able to automated follow up has enabled us to grow.
Pros
Follow up
Organization
Sales pipeline
Cons
Phone line
Likelihood to Recommend
Small to medium sized businesses who need an all-in-one system are best suited for Keap, in my opinion. There is a lot of value in being able to start collecting leads (with landing pages or forms) and payments (using quotes and invoices) all in one platform. Any business that can scale using email and text follow up would benefit from Keap.
In our organization, we utilize Keap to streamline our customer relationship management (CRM) processes. Keap helps us address business problems such as managing leads, automating marketing campaigns, and organizing client communication. Our use case with Keap encompasses capturing and nurturing leads, tracking sales activities, and maintaining personalized customer interactions, ultimately enhancing our overall efficiency and customer satisfaction.
Pros
Organize contacts.
Process leads.
Monitoring a customer/project through the loan process.
Cons
The email creation module is not as robust as it could be.
Duplicate contact removal.
Limited text campaign size (number of recipients).
Likelihood to Recommend
Keap is very good at contact management and automation creation but weaker at email campaign creation. I was particularly interested in a function where when manually entering a new contact, you are then able to email that contact using a premade HTML template. It will currently not do this. There is a workaround, but it is unnecessarily ponderous.
Keap was our CRM solution to ensure we had consistent outreach to clients and potential clients. We also used Keap to send out email campaigns.
Pros
Targeted emails
Keeps notes on clients
automations
Cons
Too complex for a small business
Takes a long time to load data
Automations were difficult to understand and test
Likelihood to Recommend
Keap was great for tagging people in different segments such as geographic locations, interests ect and then being able to reach out to that segment. It had intuitive and quality email campaigns.
Keap was not as user friendly as I thought it would be. It often ran slowly and had overly complicated interfaces. It was clearly designed for larger corporations and then retrofitted for a smaller enterprise.
We use Keap as our primary CRM for both prospects and current customers, housing data about the marketing and sales process as well as current plans, team members, invoices, subscriptions, and anything needed to describe a customer account. We also use it as our primary email marketing and automation tool building evergreen campaigns, one-time campaigns and blasts, or triggering 3rd party integrations for things like direct mail and text messaging.
Pros
Highly customizable - fields in contact records can be created and integrated with many different tools
Automation - this takes a learning curve to do really well but is very powerful if you know how to use it. Well beyond cheaper email campaign solutions
Reports (mostly) - There are probably hundreds of reporting options in different parts of Keap, and the most useful ones can be highly customized with all custom fields, saved, and used on a recurring basis. Some reports I wish had more capabilities like their main ones, but for the most part it works very well.
Integrations
Cons
Detailed logic building in campaigns can be somewhat challenging for new users. After 5 years I don't feel limited by this but when it's time to train new team members they're prone to mistakes for quite a while.
Some reports lack the ability to combine with custom fields/other search parameters which requires some work arounds like tagging the results of one report to open in a different report and narrow down.
Change history on company records, contact records, subscriptions etc is difficult to see. This doesn't come up often but sometimes we need to see who changed a setting or subscription and can't find that right within Keap
Quickbooks integration. This applies mainly to Keap Max Classic, but connecting invoices to quickbooks now requires a zapier connection which is not as simple as most zapier connections to make work cleanly, especially with multiple products on an invoice.
Likelihood to Recommend
Keap's advanced tools can power a seriously complex marketing team / CRM team. Its deliverability rate seems pretty high which is helpful and I've yet to find a challenge we couldn't do something to address. That said, those advanced features also mean you need someone or a small team that is well-trained to really use it to its full potential. If you're going to pay for it, you should be prepared to train up and utilize it well otherwise there may be a cheaper option if you need something simple.
We use Keap as our CRM to keep track of our current sales pipeline. Keap makes it easy to actively engage and keep track of all of your marketing going out. The biggest take away I can say about Keap is the AUTOMATION it provides. This will save you a lot of time and money! We have emails going out every day to our database with drip marketing and it's all automated! 99% of our campaigns are automated by a click of a button!
Pros
Automation
Organized use of CRM
Campaings
Cons
For beginners, it is a barrier to entry
The price is much higher than most CRMs
Duplicates are hard to manager after you've already marked them as non duplicates
Likelihood to Recommend
I think Keap works well in all businesses that have customers! I've been in several industries that use Keap. Truck sales, computer sales, and mobile party sales. It works for all of those platforms!
Keap is as close as you can get to have 2 core services in one. The CRM is powerful and useful, but the automation mail delivery is really where the magic happens. You can create as many layout you want for as many situation you may posible need and for our business, this tool is the one that we keep because addresses also invoicing and schedule meetings. Really is a all in one solution for SMBs.
Pros
Automation
Shot mailing according to triggers
Schedule Meetings
Invoicing / Payments
Cons
Create custom currency for invoice
Offer second number worldwide with SMS
Likelihood to Recommend
If you are starting a business and need to create your initial list with automations, keap works really good. Better than mailchimp for example. But after you start collecting mails, the CRM included, works as stated. The CRM is great and features a pipeline where you can count on. The idea of having a phone line to receive call, works only in the states and this feature should be extend worldwide. Clients are everywhere. Also having more languages available other than english, will be a plus. One thing thow. Keap do not work well when trying to comunicate in other language than english.
VU
Verified User
C-Level Executive in Professional Services (11-50 employees)
As a non-profit and for profit fundraising and sales consultant I use keap to manage my list, send my blog, track my client work, register workshop attendance, promote program sales, create email marketing sequences, and serve as my shopping cart. With a list of 15k, I use keep to segment my list to provide the best fit for list members. It's also served me well as a cart.
Pros
shopping cart
send complex email sequences
sync my emails with specific records
Cons
Email deliverability - an ever changing frustration to know what will count as "activity"
Rigidity in applying double opt in
accurate checking for dups
use of templates and integration with website
Likelihood to Recommend
I jumped into Keap when I didn't really have the records or support. You need to at least be to a point in your business where you can retain help to work with Keap and have at least 7000 records. It's expensive and too much too soon
From email to product orders, leads to past patients, if someone that doesn't work for the business comes in contact with it then Keap is likely the underlying system that made that interaction happen.
We use Keap/Infusionsoft Max Classic to automate the customer facing side of our business. We use Keap for email, SMS, landing pages, funnels, orders, subscriptions, and customer relationship management. The software is robust and powerful if you have the full functionality available through Max Classic.
I can't ignore the reputation the software has as "confusionsoft." I think this stigma was attached to previous versions of the software, or by people that didn't have or take the time to learn the software. Ultimately I always prefer software that is limited by power, not design.
Infusionsoft let's you squeeze every bit of power out of it that you possibly can, if you take the time to learn how to use it properly. On the other hand, I've used software like GHL and Active Campaign that have a lower learning curve but also limit the capability of the user by design and it is a frustrating experience for someone like myself.
I've used a lot of different software and software suites, but I have yet to find one as robust and complete as Keap/Infusionsoft. There is a steep learning curve, but it isn't impossible to learn and it is a skill that will pay dividends for your business if you are willing to make the time to learn it. The one thing that I do wish they would improve on is the analytics functionality.
Overall, Keap/Infusionsoft has taken our business from a daily hassle of followup and reaching out to an automated business that tells us what customers need attention and where they are at. This gives us time to focus on what really matters to us, the customer. Not the systems.
Pros
Email Marketing
Customer Relationship Management
Landing Pages
Customer Orders
Subscription Billing
Funnels
Cons
SMS Marketing
Analytics
Likelihood to Recommend
If you need a place to store customer information, handle email marketing and automation, build landing pages and funnels, and take payments and orders then I couldn't suggest Keap/Infusionsoft more.
If you are looking for any single slice of that pie, such as only building funnels or only storing customer information, then there may be better suited software with a lower price tag. I also think that if you rely heavily on SMS marketing then they are probably better solutions out there.
But if you are looking to fully and seamlessly automate your business then Keap/Infusionsoft delivers the best bang-for-your-buck value on the market in my experience.
Keap has been crucial to our organization's success and longevity, while allowing us to deliver mass amounts of personalized content at an astoundingly easy rate.
I use Keap in my organization mainly as a Customer Relationship Management and as a database for our prospects, referral partners, and active clients. It is a software that is essential to the daily operation of the business as well as the role I play at Credilife, which is primarily sales-oriented. We use FixYourFunnel as well, which is integrated with Keap and it makes it easy for me to make calls and texts that are automatically tracked and recorded which makes marketing very easy. It also is a database where every one of our leads or clients is in, and it directly addresses our need for information management.
Pros
Tracks information
Integration with other software
Saves time and effort
Customer Relationship Management
Cons
More integration with Zoom and other softwares
UI could be improved to be smoother
Not needing to click "Save" after each change in Tags and other tabs
Likelihood to Recommend
A specific scenario based on my experience with Keap so far that it has really shone is during the onboarding process for our new clients. Whenever I process an enrollment, I am able to submit the proper information and submit a form that our intake team can access and see the necessary information in order to make the process as smooth as possible and save our team time and ultimately the consumer time as well.
