Keap

Keap serves as our CRM, our email communications platform, and a place to manage our e-commerce. We previously had an ineffective patchwork of cheap tools, and Keap has been worth every penny in preventing all the loss of information translation between those. I love the automation available as it provides us with plenty of opportunities to streamline our processes, nurture campaigns, and follow up. It provides us with better ways to track our income as well as the effectiveness of our marketing. Along with AccessAlly, we have recently been able to integrate Keap into our website processes as well, further automatic our customer journey for both members of the organization and new leads.

• Drastically reduced the time we spend nurturing new leads.
• Converting more leads to customers by allowing us to automate nurture and follow-up.
• Provided reporting that we previously lacked on our marketing efforts.

HubSpot Academy, HubSpot CRM, Constant Contact and Mailchimp

Drupal, Givebutter, WordPress

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.

• We use it to build out months of content at a time or leverage evergreen campaigns for new leads, sales funnels, etc. and that saves a lot of time for our team

Zapier, ConvertFlow, Leadpages, WordPress

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.

• 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.

Salesloft

Tidio, RollWorks, Mailchimp

We use Keap primarily for all email marketing across the entire organization. The tools we use are email broadcasts, campaign builder, and CRM (as a basic look into [the] behaviors of our members). Keap allows the organization to automate sequences and provide a personalized relationship with our members to increase engagement and retention. It also is the perfect tool for nurturing potential members and users across the organization.

• Using the Campaign Builder to create personalized and robust renewal campaigns has allowed us to increase our retention year after year.
• Simple drag and drop email builder makes putting together a quick, last-minute email easy.

GetResponse and Klaviyo

Asana, Trello, Google Drive

Keap is being used in several different ways. Primarily in lead nurture. We use a Keap form to collect lead contact info. From there, we have automated email sequences to build a relationship with the lead. We also use Keap for customer testimonials. After a lead has been purchased, we send them an automated sequence that asks for feedback.

• Save time.
• Gain testimonials.
• Gain feedback.

Mailchimp, AWeber, SendFox and Typeform

Nifty, WordPress, LastPass for Business