Keap Reviews

Great for an all-in-one service

Comments: I had some great help with getting everything set up and I find the email automation system quite easy to use and understand, which is great as it has gotten me to do a lot more with automation. I have the email lists integrated onto my website optin forms and it's quite simple to see who takes action on the emails that are sent in the automation sequence.

Pros:

I love that I can segment my clients into different groups to email them directly from Keap, and also do the same with prospective clients and past clients. Having everything in one place makes my life so much easier and streamlined and has encouraged me to do even more than I was before in regards to client communication.

Cons:

I had some issues at first with the Keap phone number, but they did get it fixed, although it took quite a while. The one thing that I am missing right now with them is recurring invoicing because I would have to be the one to enter the client's credit card information in order to do that here, so I am still using another product for that.

Keap, a robust and user-friendly program

Comments: It provides us with the flexibility to perform a wide range of segmentation operations to meet our specific requirements; for example, when developing a marketing campaign, we can divide our target audience into subsets based on factors such as their level of product familiarity, the frequency with which they make purchases, and their potential lifetime value as customers. It also includes a customer relationship management system that lets us delegate work and monitor both individual and collective productivity.

Pros:

With the support of Keap, I am able to automate my clients' operations. Through the use of numerous opt-in methods, I am able to collect leads, develop and release goods, and set up automated distribution schedules for both products and campaign emails. In order to streamline the referral procedure, you can use the referral partner function.

Cons:

If a contact does not seem to be actively engaged, Keap will mark it as opted out. To fully take advantage of the program's features, I believe it requires a significant time commitment to study each module and tool.

Keap

Comments: Overall it is a really good system. Offers plenty of customizable actions and journeys you can create for your users/leads etc. The only downside is the cost.

Pros:

I really liked the fact that this tool really does offer a seamless action-triggered integration that is flexible. Some tools you are limited by what type of action is being taken by the end user but KEAP allows you to choose from a large variety of actions and even create/select your own type of action which is great!

Cons:

From what I understood, this tool was expensive compared to ActiveCampaign which is what we had originally used before we switched. For the price, might as well have gotten mailchimp.

It's great - IF you can figure it out.

Comments: Great product, too confusing. That may be why they changed the name to Keap from "Infusionsoft" because people were calling it "Confusion-Soft". And that is no lie. Sometimes it feels like building a sandcastle with a bulldozer. Too much power for simple tasks that should be that difficult. It's also expensive, in my opinion.

Pros:

The visual layout for marketing automation is fantastic. You can see exactly what path a user or customer will go through at any given time in any campaign. The tools such as delays, moving a customer to another campaign, etc. are really powerful.

Cons:

Unless you have about 150-200 free hours to learn how to do things in Keap, you may want to look elsewhere. Even the simplest of tasks - which should be one or two clicks at the most - are multi-step nightmares that give you so many options, it's overwhelming. Keap is extremely powerful, and they know it, and try to sell you on paid training courses when you (inevitably) get stuck.

All in one business solution.

Comments: Its been good. The have helped me create over twenty one thriving businesses. I am still creating more.

Pros:

The automation of all of the different Services needed to run a small business. CRM, phone, text in the app or desktop, email, scheduling, quotes, invoices, estorefront, Payment Gateway, Keap is all you need to run a local business.

Cons:

The didn't have any pre configured solution for specific industry like contractors, handyman or brick and mortar stores, Doctors or Dentist, etc.

Came to Keap for Price. Leaving because not keeping up with our needs.

Comments: Customer support is really good with Keap. I do appreciate that. When we moved from HubSpot, I really missed the features they provided--just simple things but when adding a photo to a campaign, I could see a thumbnail. With Keap, you always have to know the exact name of the image, etc. Keap needs to update the site to make it more robust and intuitive like their competitors.

Pros:

Have been using Infusionsoft ---> Keap for 6+ years. We initially moved from HubSpot to Infusionsoft simply because HubSpot was too expensive for the size of our company or what we were looking to accomplish with simple campaigns.

Cons:

I feel like Keap has not stayed on the cutting edge--seems a little behind the times now, honestly. We're looking at Klaviyo now and it seems like their campaigns, analytics and action sets will be easier to execute.

Keap is not the best but good

Comments: Having a focal spot for the entirety of our data, and the capacity to label individuals naturally has saved heaps of time and most certainly expanded or capacity to interface with clients and sell. Utilizing the mechanized email missions and successions to offer computerized free preliminaries instead of having to physically convey messages has been a lifeline.

Pros:

The connection point is perfect and simple to utilize. On initial feelings it seemed to be the re-brand from InfusionSoft was a move decent to keep things more straightforward.

Cons:

The hunt is somewhat awkward. It's perfect on the off chance that you're looking through name, telephone number or email address, yet to look through anything more like custom fields requires going to a different page and tracking down that field. Would be perfect on the off chance that there was a choice to "search everything", or to add custom fields to the default search. Not exactly their shortcoming, but rather in light of the fact that we sell items in both Canada and the US in 2 distinct monetary standards, we can't utilize their requesting structures. At the point when you leave it inactive, as opposed to timing out smoothly, you lose any unsaved data. I know that is even more a "my work process, why in the world aren't you saving your work" issue, yet entirely it's actually irritating. Crusade manufacturer doesn't work in Firefox, so I'm compelled to involve Chrome for that.

My brand has grown with a flexible CRM that has fully automated my business

Pros:

The assistance of Keap has been really helpful. The networks they participate in enable us to make direct contact with fresh applicants and gather crucial and essential information about them. Keap meets all of our unique demands, including lead management, email marketing, VOIP, and Gmail connectors, and it's simple to expand beyond those needs as necessary. I strongly advise doing one of the Keap Academy classes if you're just getting started with Keap. Good support network with employees available to respond to queries and take necessary action.

Cons:

The app's functionality varies across versions. Learning the program and getting it to accomplish what you want it to take a lot of time. There have been problems with deliverability. A learning curve exists when learning automation. It has been difficult to try to comprehend how everything fits together and how to put it up. I believe that lower-level Keap customers get access to a really beautiful basic view, but for those people who need all the bells and whistles the Keap has to offer

Is Keap the Right Marketing and Automation Tool?

Comments: Marketing and automation platform that provides a range of tools for email marketing, social media marketing, lead generation, and more. It includes customer relationship management (CRM) features such as contact management, task and activity tracking, and sales forecasting, and offers a range of integration options to connect to other software and tools.

Pros:

Comprehensive marketing and automation tools:Customization optionsCRM capabilities:Integration optionsSupport and resources:

Cons:

Cost and Complexity of the tools. While Keap is designed to be user-friendly, it can still be a complex tool with a learning curve.

Marketing Automation Software

Comments: Very good good tool for marketing, marketing and many more

Pros:

I prefer the automation side of this software

Cons:

No problems encountered with the software so far

Infusionsoft - A great CRM

Comments: Moving from Dynamics to Infusionsoft was a great move on behalf of our company. We are a small company and the Dynamics CRM was just to "heavy" for our use. From our initial calls, to the setup to our daily use, we are very pleased with Infusionsoft and it's substantially less expensive than Dynamics.

Pros:

We love Infusionsoft because it is user friendly, intuitive and we have been able to combine our marketing campaigns into the software.

Cons:

I can't really say anything negative about Infusionsoft.

Infusionsoft not Keap

Comments: Excellent, I am approaching 7 years using this software and am still happy with it.

Pros:

I use the Infusionsoft product as opposed to the Keap product. I like the flexibility and robustness of the campaign builder.

Cons:

It can be challenging to train others on the intricacies of the campaigns.

Steep Learning Curve but Worth It

Comments: Overall, it was great. We switched because we needed a system that was more than just an email marketing software.

Pros:

Infusionsoft is commonly referred to as "Confusionsoft" by a lot of people in the industry, simple because there's a steep learning curve during initial adoption of the software. It operates a bit differently than other CRM and email marketing software out there. However, the email marketing automation features are absolutely top-notch. The software is built to do just about anything you need with email marketing and has great deliverability.

Cons:

Just the learning curve. It takes a while to get used to the software and it seems like there's always a better way to be doing things.

Gave me my life back

Comments: It was worth all the time and effort it took to set up. I've generated over a million dollars as a stay at home mom of seven children thanks to Infusionsoft and the power of automation. Now I make good money while I tend to my family. I set my own hours. I love what I do. With my campaigns in place, I can build an email, send a broadcast, and watch the system do the rest while I go enjoy my life. Thank you!

Pros:

There are so many ways to engage my subscribers. I use what works for me. I know I'm not using all the features, but it's nice to know there is no limit to all the ways I can increase my revenue. I've just made it a practice to try a feature, fine tune it, and then integrate another feature... and my income grows. Super powerful! And because Infusionsoft has established itself so well in the marketplace, there are so many partner apps available across so many different kinds of platforms, which help me understand, reach, and serve my audience even better.

Cons:

I am not a fan of the new landing pages. I think they're supposed to be a friendlier interface but instead they feel more limiting. I am also disappointed in the quality of tech support, especially chat. I can't fault the employees - I've spent thousands of hours in the software over the last 10 years, so most of the time it feels like I have to wait for them to catch up to what I know before I can finally get an answer to my question. Phone support is usually better. I also wish I could go into my Email Builder (Previously Sent) and more quickly find an old email from which to build a new one. It takes too long to load the visual thumbnails, and the search option never works. It appears to only search previous emails whose thumbnails have already loaded. All the others seem to be ignored. OH! My biggest peeve is with chat support. It's maddening how long it takes for the rep to get underway. "Hi, thank you for contacting Infusionsoft Support today. My name is ___. I hope you're doing well today." I don't have time to be chatty, so I go straight to the question. I wait for a reply, but then they greet me again. If I'm feeling patient I'll greet them back. If not, I'll ask the question again. I wait for a reply, and they tell me something like they'll do their best to assist me. I wait for an answer, and then they repeat my question and ask if that's right. PLEASE teach the rep to REFLECT the customer's chattiness. If I'm being brief, be brief. If I'm chatty, be chatty.

With the right customization, 3rd-party add-ons, and time... it can do anything

Comments: Personally, I've become an expert in it and love it. It allows me to customize and produce a high volume of marketing campaigns and keep thousands of records pretty clean. It's taken a long time to get there, and can be hard to keep everyone who needs to have their hands in it trained up well. But if you need an advanced CRM it does the job.

Pros:

Incredibly high level of customization. Automation options are way above your beginner CRMs. Deliverability & email server reputation seem good. There are reports about everything imaginable (almost). Also over the last several years, they've been extremely active in adding new features and modernizing the platform.

Cons:

To really use this to its full potential takes a LOT of learning or training. After years of being neck-deep in it, I can do a lot of things but it's sometimes difficult to train other people on the team to have the same level of use. This can be limiting if dealing with a large team. Improvements are being made but I wouldn't call this user friendly yet (using Max Classic version). If you're going to jump into this you should have a really competent marketing operations person who can lead the technical implementation and ongoing needs. Certain helpful features require 3rd party connections that cost extra but at the same time, they seem to be getting closer and closer to eliminating that with new features.

For the smart marketer

Comments: Providing consistency over the 1-2 year period our customers work with us.
Better handling of leads, turning them in to better conversions
Automating mundane tasks like letters, cards, packages, etc.
Generating referrals in a consistent trackable manner.
Warming leads more effectively
Combining online and offline interactions
Notifications of important milestones in the sales and fulfillment process

Pros:

Customizability is my favorite part of Infusionsoft. It is very powerful to be able to have it do exactly what you have dreamed up. It seems pretty simplistic at first, but when you get into it, you start to realize that the possibilities are endless of what you can accomplish and do with it. For me the CRM and Campaign builder are doing automated tasks for me that would take our team hours to accomplish, and catching our sales and fulfillment process at critical time points to make sure our patient experience is the best it can be. I really love and use campaign builder . . . a lot. You can make campaigns do whatever you want AND make them start to perform based on the interaction that your customers have with the campaigns. That is very powerful and one of the big differentiators IS has from other software I have found. I've used IS for about 4 years now and I'm building new things every week to help reduce the tasks I do and my employees do. I also love the community. Going to ICON (the conference that infusionsoft puts on) was one of the best experiences I have had as a business owner. It was amazing to see thousands of small business owners making things happen and helping each other. Infusionsoft really does live by its tag line "We help Small Businesses Succeed."

Cons:

There is work involved. I'm not really trying to be facetious. So many times we want a silver bullet that makes everything as easy as wasting 6 hours on your friends facebook feeds. In life in general, it's not easy to customize anything, but when it is finally tailored right to what your business needs, it is very powerful. Infusionsoft isn't a few clicks here and there and over with, but if it were, it wouldn't be the powerful machine it is. So you have to be willing to invest in harnessing it to your wagon and making it work for you. That investment can potentially involve you or your staff learning how to use it, and/or hiring third party companies who help you get it doing what you want it to do. As long as you go into it knowing that there is tremendous benefit from both of these investments, your business will be influenced for the better. Infusionsoft has a lot of things that are cookie cutter easy, but I think of it more like a cookie cutter maker than some software that does one or two things well and leaves businesses lacking in functionality or customizability. Learning the skills I have gained in Infusionsoft have totally transformed the way I think about marketing to my patients and everyone around me.

What's So Automated About Infusionsoft?

Comments: I have researched CRMs and Marketing Software for the past several years. As a REALTOR, the company software had changed multiple times, leaving my personal system outdated, which prompted me to see if it was time to invest and make a commitment to something I would know nothing about until I jump in with two feet and my pocketbook. So I did. I reviewed and tested a multitude of software and found many that I liked but none quite suited for the money vs. the features vs. my unique business needs. Hatchbuck, DaPulse, and 17 Hats are a few I can remember and recommend to varying degrees but each fell short of my specific needs and desired growth. And while several appeared cheaper at the onset, when estimating cost after growth (which would be the "long term") I realized paying a little more now for a consistent pricing may well be the best option. My group has 4-5 users and looking at 5,000 contacts - which need sorted and categorized and updated. So although I may not be concerned about limits on number of emails sent monthly - I did need to cap my user costs and contact costs hoping to grown to about 35,000 contacts. I spoke with all the professionals and most just didn't know what to do and each thought one was as good as another based on personal experience.

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.

A Strong CRM / Email Marketing Solution / Not Trivial to Set Up

Comments: Infusionsoft is a CRM solution designed for small businesses. It's not the tool for enterprise or medium sized businesses needing more than 15 to 20 seats. Think of it as a MailChimp / Saleforce with an emailing workflow engine. It allow you to build email sequences that adjust the content you send based on what each contact does. That's an over simplification, but at it's core that what it does. It's got a huge community of add on products supporting it. You can build membership sites with it. You can enable call centers with it. The application are numerous, but it is not a tool very everyone. There are times when its not a fit. Many business owners take it on expecting to configure it with minimal outside help. That is probably not a good idea. It's like building your office network yourself following YouTube video instructions. You may get it done, but not without a lot of time and frustration. Even worse, when you are done, you may have made mistakes an experienced person would never do that keep you from making the best use of the tool especially in the long run.

Pros:

The tool has a lot of power. It enables you to automate email campaigns targeting each contact based on what you know about them. If they answer a question on a form, you can sent them one thing. If you learn they live in one state versus another, you can customize content to them. If they visit specific pages of your site and login many times into your membership site, you can change what they see. It has a huge amount of power.

Cons:

It's not a do-it-yourself tool. Lot's of people complain saying it's too hard to use and too expensive. Infusionsoft is a complex piece of software. If a complete newbee could make it work perfectly on their own, it wouldn't be able to provide you with all the feature it includes. I have seen Infusionsoft sold from the stage with promises that it's a self-serve, DIY solution. Honestly, it is not. That's why you have a very healthy Infusionsoft consultants and partners community servicing it. These consultants and partner focus on all aspects of the solution working to help business owners put the tool to good use.

Infusionsoft is a complete, powerful marketing tool that can automate businesses.

Comments: As an email marketing system, marketing and business automation tool, crm, and order processing Infusionsoft is very functional and powerful. It is a complex system, by it's very nature because it is so powerful and the functionality available. I have clients set up with powerful automation, business processes that simplify their efforts, and integration with other systems that can handle their financial accounting, etc... At this point Infusionsoft is simplifying the front end User Interface so it is easier for end users and have also made entry cost much less for entry level.

Pros:

Infusionsoft is very, very powerful when the implementation is thought out, most functions are used, and it is maintained in the marketing programs of businesses. The Campaign Builder has incredible power in building marketing and business automation for a business. I've built a lot of automation for my clients that takes much of the workload of staff and owners. It also provides ways to provide information to staff and management without them having to log in constantly. Infusionsoft has an APi that makes specific customizations possible and allows for numerous external apps that add function, value, and ease to Infusionsoft.

Cons:

The ecommerce shopping cart has always come up short for processing multiple products. The single order forms are functional and useful. Again, Infusionsoft's API and developer relationships provide for enhancements and substitutions for areas that might be lacking.

Excellent and Continuing Landing Pages, Drag & Drop Email Builder & E-Commerce Additions & Updates

Pros:

Infusionsoft has been working to improve their existing features, like the functionality and customization capability of their Responsive Drag & Drop email builder and the improvements in building more complex products and upsells in their E-commerce platform, they are quickly beginning to eliminate the need for many of the 3rd party integrations and plug-ins, and truly becoming an all-in-one solution for marketing, CRM, e-commerce and more for your business.

Cons:

Even with Infusionsoft's many improvements of the last 6-12 months, often there are still barriers to the software's functionality and communication to other programs and plug-ins (integrations) that require yet another purchase or subscription to use. Some of these 3rd party applications offer free integrations, but they are often unreliable or simply non-existent. As an Infusionsoft user who handles multiple accounts for my clients, it is frustrating to have to go to clients again and again with news that they need to spend more money (when Infusionsoft is plenty pricey already) in order to achieve the results they were hoping. Infusionsoft has long been touted as the all-in-one solution, but at this point, and in order to achieve true, full functionality, this is not yet the case.

Very helpful and enlightening

Comments: Despite its complexity, I recommend it to everyone, as I’ve experienced more major problems with other similar tools. Infusionsoft is suitable for people who have lots of contacts, like potential marketing leads, or customers. It is very convenient for broadcasting messages and organizing campaigns to cover multiple addresses.

Pros:

I love the ton of possibilities this software offers, as well as its functionality. The interface is just infinite. It’s easily adjusted to your individual needs in business – the customization is just breathtaking. I was able to create a lot of action calls thanks to lead database management. I also learned a lot about process flows and how it’s related to making your business go forward. Setup requires some time and effort, but it’s all worth it. Saved a lot of my time. Everything is automated – your emails, your broadcasts etc. Learning curve a bit steep. You can integrate Infusionsoft with other software, like Google Sheets, to increase productivity in acquiring lead data.

Cons:

While mostly I commend this software, especially for the wide range of features it gives, I don’t particularly like the new landing page design – although friendly, it makes you feel a bit limited. At the start, I had a lot of problems figuring out what to actually do with all this software. Even the available tutorial didn’t cover all my needs, so I had to self-train to get everything I wanted from Infusionsoft.

Offers a lot and not enough at the same time.

Comments: Overall it does what it advertises to do and then more, it is ideal for company owners and will help you manage your customers and keep your site organized. It can be over complicated and gets messy fast! Tier 1 tech support was something I outgrew pretty quickly and can only really help with the basics (which is actually a lot).

Pros:

This program does so much! It helps you maintain your contacts, market, automate, sell, track analytics, organize products and manage a team!

Cons:

Sometimes it does soooo much it is a little over complicated! Then just when you think it does it all you hit a roadblock and you can’t get it to do what you want it to do!

Infusion soft seems like a good CRM for smaller-medium sized businesses

Comments: It has been pretty good. I have used other products in the past, but like anything, I think you get used to what you use now. Infusionsoft is good, maybe not the best, but it seems to be a pretty great product for our needs and our company size. I don't know much about the pricing, but I have heard that it's a great value comparatively.

Pros:

What I like most about infusionsoft is probably unique to my company, but our marketing person here use to work at infusionsoft, so he is very VERY well versed in the product, an subject matter expert almost. Our campaigns are set up perfectly, and I like using my dashboard to keep track of things. The automation that can occur in infusionsoft seem vast, and you can really build out some great marketing tools inside of it.

Cons:

I would say sometimes the structure of things being in opportunities as opposed to companies, with multiple opportunities or contacts inside of that company can be confusing at times. I also don't think I would have had such a good experience if we didn't have a former infusionsoft employee as our marketing manager helping set everything up, I could see how it could be confusing if you were coming into this product blind.

This is a business game changer

Comments: Switching to Infusionsoft and investing in training through the Infusionsoft University has taken us from a local company to an international company with consistent sales year round. I would be willing to say Infusionsoft is the number one reason for our growth.

Pros:

Using Infusionsoft has allowed us to consistently double our revenue every year. The ability to close deals increases 10 fold when you can automate many of the processes. Before we started using Infusionsoft there was never enough time in the day to get things done. Now we can follow up on every lead and close the deals that were slipping through our fingers without it. With just two of us in the office, it allows us to reach out with over 30,000 emails per month to prospective customers to deliver the information they need to convert to a buyer. We could not possibly do this manually. The cost of hiring staff to do the same work would be 10 times more expensive.

Cons:

There is a pretty steep learning curve and it is more costly than others but if you can invest the time to really learn the software and implement as many features as possible, it more than pays for itself in the long run.

Honest review

Comments: It's intuitive. It's niche in SME. It's has some track record way back to 2007. But the new infusionsoft 500 plan just launched for about 12-18 months only. I think it still need some work to be done to consider the basics neccesity.

Pros:

Customer support and on boarding training is amazing. One of the best you can get for this price. The way they make their interface is very intuitive and the learning curve to maximise this software is not steep at all compared to many software that loads in a lot of functions and have bad training or guides. This provides you the best tools just enough for SME to produce phenomenal results.

Cons:

1. Infusionapp "opportunity" sales function. I'm a very sales focused person. And i believe sales is a big part for every businesses. My sales team are always on-the-go. It'll be good if the app can remove it's restriction for sales for every aspect of infusionsoft version. I am currently using infusionsoft 500. And on the app i'm restricted to access for that i have no idea why because it doesn't make sense for my sales team. 2. Infusionsoft computer finance invoice and quotation function. There's currently an ala carte preset you can adjust for invoicing and quotation. However you're not able to set packages or do inventory. I think if we're able to preset packages and edit from there instead of picking ala carte selection for everything. That will help save a lot of time. 3. Payment gateway are only for US, Canada and one other country. Not integratable for Singapore. This is a very bad downfall for those that want a whole system will not be able to take ecommerce payment or recurring membership payment thru infusionsoft. You'll need an additional third party plug in to do that which may or may not incur more cost.