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Keap

by Keap

(1 096) Write a Review!

Who Uses Keap?

Use your works hours more effectively. Keap was designed for entrepreneurs with long-term growth in mind.

What Is Keap?

Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business.

Keap Details

Keap

https://keap.com/

Founded 2001

Play

Compare Keap with similar products

Keap

4.1 (1 096 reviews)

current software

Starting price

US$79,00/month

US$25,00

US$20,00/month

US$8,99/month

Free Version

Free Version No

Free Version Yes

Free Trial

Free Trial Yes

Keap deployment and support

Support

Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
Chat

Deployment

Cloud, SaaS, Web-based
Android (Mobile)
iPhone (Mobile)
iPad (Mobile)

Training

In Person
Live Online
Webinars
Documentation
Videos

Keap Features

All-in-One Marketing Platform Software

AB Testing
API
Activity Dashboard
Activity Tracking
Analytics/ROI Tracking
Automated Scheduling
Behavior Analytics
CRM
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Content Management
Conversion Rate Optimization
Conversion Tracking
Customer Journey Mapping
Customer Segmentation
Customizable Branding
Customizable Forms
Customizable Templates
Customization
Drag & Drop
Drip Campaigns
Dynamic Content
Email Marketing
Email Templates
Engagement Tracking
Landing Pages/Web Forms
Lead Capture
Lead Generation
Lead Management
Lead Nurturing
List Management
Live Chat
Marketing Automation
Mass Texting
Monitoring
Multi-Channel Marketing
Real Time Analytics
Real Time Data
Real Time Reporting
Reporting & Statistics
Social Marketing
Social Media Integration
Social Media Monitoring
Social Promotion
Third Party Integrations
Website Analytics
Workflow Management

View full list of All-in-One Marketing Platform Software

Appointment Scheduling Software

API
Access Controls/Permissions
Activity Dashboard
Alerts/Notifications
Appointment Management
Automated Scheduling
Availability Indicator
Availability Management
Billing & Invoicing
Booking Management
Calendar Management
Calendar Sync
Class Scheduling
Client Database
Client Management
Client Portal
Confirmation/Reminders
Contact Database
Credit Card Processing
Customer Database
Customer History
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Electronic Payments
Email Invitations & Reminders
Email Management
Email Marketing
Employee Management
Event Calendar
Event Scheduling
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Real Time Notifications
Real Time Reporting
Recurring Appointments
Reminders
Reporting & Statistics
Room Booking
SMS Messaging
Scheduling
Social Media Integration
Third Party Integrations
Website Integration

View full list of Appointment Scheduling Software

CRM Software

API
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management
Contact Database
Contact Management
Customer Database
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Templates
Forecasting
Interaction Tracking
Internal Chat Integration
Lead Capture
Lead Generation
Lead Management
Lead Qualification
Marketing Automation
Mobile Access
Opportunity Management
Pipeline Management
Projections
Quotes/Estimates
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Sales Forecasting
Sales Pipeline Management
Sales Reports
Sales Trend Analysis
Segmentation
Social Media Integration
Task Management
Territory Management
Third Party Integrations
Workflow Management

View full list of CRM Software

CRM for Small Businesses

Business Card/Badge Scanning
Calendar/Reminder System
Contact Management
Document Storage
Email Management
Forecasting
Interaction Tracking
Lead Management
Lead Qualification
Live Chat
Marketing Automation
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Social Media Integration
Task Management
Territory Management

View full list of CRM for Small Businesses

Campaign Management Software

AB Testing
API
Activity Dashboard
Activity Tracking
Alerts/Notifications
Auto-Responders
CRM
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Channel Management
Click Tracking
Contact Database
Contact Management
Content Management
Conversion Rate Optimization
Conversion Tracking
Customer Segmentation
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Drag & Drop
Drip Campaigns
Email Management
Email Marketing
Email Templates
Engagement Tracking
Event Marketing
Event Triggered Actions
Lead Capture
Lead Generation
Lead Management
Monitoring
Multi-Campaign
Multi-Channel Marketing
Real Time Analytics
Real Time Data
Real Time Reporting
Reporting & Statistics
Social Media Integration
Social Promotion
Template Management
Third Party Integrations
Visual Analytics
Web Forms
Workflow Management

View full list of Campaign Management Software

Contact Management Software

API
Activity Dashboard
Activity Tracking
Alerts/Notifications
Batch Processing
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management
Collaboration Tools
Contact Database
Contact Management
Customer Database
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Data Synchronization
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Templates
Email Tracking
Interaction Tracking
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Opportunity Management
Pipeline Management
Pipeline Reports
Prospecting Tools
Reminders
Reporting & Statistics
Role-Based Permissions
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Shared Contacts
Social Media Integration
Tagging
Task Management
Template Management
Third Party Integrations
Workflow Management

View full list of Contact Management Software

Customer Communications Management Software

API
Activity Dashboard
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Auto-Responders
Batch Communications
Billing & Invoicing
CRM
Call Recording
Chat/Messaging
Collaboration Tools
Communication Management
Contact Database
Contact Management
Content Management
Customer Database
Customer History
Customizable Branding
Customizable Templates
Email Distribution
Email Management
Feedback Management
Historical Reporting
IVR / Voice Recognition
Inbox Management
Interaction Tracking
Interactive Content
Live Chat
Multi-Channel Communication
Multi-Channel Management
Multi-Language
On-Demand Communications
Personalization
Print Management
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Updates
Reporting & Statistics
SMS Messaging
SSL Security
Social Media Integration
Surveys & Feedback
Tagging
Template Management
Third Party Integrations
Video Support
Widgets
Workflow Management

View full list of Customer Communications Management Software

Customer Reference Management Software

API
Activity Dashboard
Activity Tracking
Alerts/Notifications
Application Management
Budgeting/Forecasting
CRM
Calendar Management
Campaign Management
Campaign Planning
Charting
Configurable Workflow
Contact Database
Contact Management
Customer Activity Tracking
Customer Database
Customer Segmentation
Customizable Reports
Dashboard Creation
Discount Management
Document Storage
Email Marketing
Filtering
Incentive Management
Lead Capture
Lead Management
Loyalty Program
Multi-Campaign
Multi-Channel Marketing
Nomination Tracking
Pipeline Management
Program Notices
Promotions Management
Real Time Monitoring
Real Time Notifications
Real-time Updates
Reference Usage Tracking
Reminders
Reporting & Statistics
Request Assignment
Rewards Management
Search/Filter
Signature Management
Social Media Integration
Status Tracking
Survey/Poll Management
Task Scheduling
Third Party Integrations
Website Integration
Workflow Management

View full list of Customer Reference Management Software

Email Marketing Software

AB Testing
API
Activity Dashboard
Activity Tracking
Auto-Responders
CAN SPAM Compliance
CRM
Campaign Analytics
Campaign Management
Campaign Scheduling
Campaign Segmentation
Click Tracking
Contact Database
Contact Management
Customer Segmentation
Customer Surveys
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Templates
Drag & Drop
Drip Campaigns
Dynamic Content
Email Campaign Management
Email Distribution
Email Management
Email Marketing
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Image Library
Landing Pages/Web Forms
Lead Capture
List Management
Mailing List Management
Mobile Optimized Emails
Multi-Campaign
Multi-Channel Marketing
Real Time Analytics
Reporting & Statistics
Reporting/Analytics
Social Media Integration
Spam Blocker
Subscriber Management
Subscription Management
Template Management
Third Party Integrations
WYSIWYG Editor
Web Forms

View full list of Email Marketing Software

Estate Agency Software

API
Activity Dashboard
Activity Tracking
Agent Management
Alerts/Notifications
Appointment Management
CRM
Calendar Management
Campaign Management
Client Management
Client Portal
Client/Property Matching
Commission Management
Communication Management
Configurable Workflow
Contact Database
Contact Management
Content Management
Customizable Branding
Customizable Reports
Customizable Templates
Data Import/Export
Data Synchronization
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Electronic Signature
Email Management
Email Marketing
Email Templates
Interaction Tracking
Lead Capture
Lead Generation
Lead Management
Lead Nurturing
Listing Management
Pipeline Management
Property Management
Real Time Notifications
Referral Tracking
Reminders
Reporting & Statistics
Social Media Integration
Task Management
Template Management
Third Party Integrations
Transaction Management
Website Management
Workflow Management

View full list of Estate Agency Software

Financial CRM Software

API
Access Controls/Permissions
Account Alerts
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Asset Management
CRM
Calendar Management
Calendar Sync
Campaign Management
Client Management
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Customer Database
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Templates
Expense Tracking
Forecasting
Household Tracking
Influence Tracking
Interaction Tracking
Lead Capture
Lead Management
Marketing Automation
Mobile Access
Pipeline Management
Relationship Tracking
Reminders
Reporting & Statistics
Sales Reports
Search/Filter
Task Management
Task Scheduling
Team Assignments
Template Management
Territory Management
Third Party Integrations
Workflow Management

View full list of Financial CRM Software

Landing Page Software

AB Testing
API
Activity Dashboard
Activity Tracking
Alerts/Notifications
Auto-Responders
CRM
Campaign Analytics
Campaign Management
Campaign Segmentation
Contact Management
Content Management
Conversion Rate Optimization
Conversion Tracking
Customer Segmentation
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Templates
Customization
Design Management
Drag & Drop
Drip Campaigns
Email Management
Email Marketing
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Form Builder
Forms Management
Landing Pages/Web Forms
Lead Capture
Lead Generation
Lead Management
Multi-Channel Marketing
Publishing Options
Real Time Analytics
Real Time Editing
Reporting & Statistics
Reporting/Analytics
Responsive
SEO Management
Social Media Integration
Template Management
Third Party Integrations
WYSIWYG Editor
Web Forms
Website Management
Widgets

View full list of Landing Page Software

Lead Generation Software

AB Testing
API
Activity Dashboard
Activity Tracking
Alerts/Notifications
Auto-Responders
CRM
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Segmentation
Chat/Messaging
Contact Database
Contact Management
Conversion Rate Optimization
Conversion Tracking
Customer Segmentation
Customizable Branding
Customizable Templates
Data Import/Export
Drag & Drop
Drip Campaigns
Email Management
Email Marketing
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Forms Management
Landing Pages/Web Forms
Lead Capture
Lead Database Integration
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Lead Verification/Validation
Multi-Campaign
Multi-Channel Marketing
Pipeline Management
Prospecting Tools
Real Time Notifications
Reporting & Statistics
Search/Filter
Social Media Integration
Template Management
Third Party Integrations
Visitor Tracking
Web Forms

View full list of Lead Generation Software

Lead Management Software

API
Activity Dashboard
Activity Tracking
Alerts/Notifications
CRM
Calendar Management
Campaign Analytics
Campaign Management
Contact Database
Contact Management
Customer Database
Customer Segmentation
Customizable Fields
Customizable Reports
Customizable Templates
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Templates
Email Tracking
Forecasting
Interaction Tracking
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Monitoring
Opportunity Management
Pipeline Management
Pipeline Reports
Prospecting Tools
Real Time Data
Real Time Notifications
Reminders
Reporting & Statistics
Sales Forecasting
Sales Reports
Sales Trend Analysis
Social Media Integration
Source Tracking
Task Management
Template Management
Third Party Integrations
Web Forms
Workflow Management

View full list of Lead Management Software

Lead Nurturing Software

AB Testing
API
Activity Dashboard
Activity Tracking
Auto-Responders
CRM
Calendar Management
Campaign Management
Campaign Scheduling
Campaign Segmentation
Chat/Messaging
Click Tracking
Contact Database
Contact Management
Conversion Rate Optimization
Conversion Tracking
Customer Segmentation
Customizable Fields
Customizable Templates
Customization
Data Import/Export
Drag & Drop
Drip Campaigns
Email Management
Email Marketing
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Lead Capture
Lead Distribution
Lead Engagement
Lead Generation
Lead Management
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Segmentation
Multi-Campaign
Multi-Channel Marketing
Performance Metrics
Personalization
Pipeline Management
Real Time Notifications
Reporting & Statistics
Sales Reports
Social Media Integration
Template Management
Third Party Integrations
Workflow Management

View full list of Lead Nurturing Software

Marketing Automation Software

AB Testing
API
Activity Dashboard
Activity Tracking
Analytics/ROI Tracking
CRM
Campaign Analytics
Campaign Management
Campaign Segmentation
Contact Management
Conversion Tracking
Customer Database
Customizable Branding
Customizable CTAs
Customizable Forms
Customization
Data Import/Export
Drag & Drop
Drip Campaigns
Dynamic Content
Email Distribution
Email Marketing
Email Tracking
Engagement Tracking
Event Triggered Actions
Landing Pages/Web Forms
Lead Capture
Lead Generation
Lead Management
Lead Qualification
Marketing Automation
Marketing Calendar
Mobile Access
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multivariate Testing
Real Time Data
SMS Marketing Managment
Sales Analytics
Search Marketing
Segmentation
Social Marketing
Social Promotion
Template Management
Third Party Integrations
Visual Analytics
Website Analytics
Website Visitor Tracking
Workflow Management

View full list of Marketing Automation Software

Online CRM Software

API
Activity Dashboard
Activity Tracking
CRM
Calendar Management
Calendar Sync
Campaign Management
Cataloging/Categorization
Collaboration Tools
Contact Database
Contact Management
Customer Database
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Customizable Templates
Data Import/Export
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
FAQ
Forecasting
Interaction Tracking
Knowledge Management
Lead Capture
Lead Management
Live Chat
Opportunity Management
Performance Metrics
Pipeline Management
Reminders
Reporting & Statistics
Request Escalation
Routing
Sales Forecasting
Sales Reports
Sales Trend Analysis
Search/Filter
Self Service Portal
Social Media Integration
Task Management
Third Party Integrations
Web-based Deployment
Workflow Management
XML / RSS

View full list of Online CRM Software

Predictive Lead Scoring Software

AI/Machine Learning
API
Activity Dashboard
Activity Tracking
Alerts/Notifications
CRM
Calendar Management
Campaign Management
Contact Database
Contact Management
Customer Segmentation
Customizable Fields
Customizable Scoring
Customizable Templates
Data Enrichment
Demographic / Firmographic Data
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Templates
Email Tracking
Forecasting
Interaction Tracking
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Multiple Scoring Models
Opportunity Management
Pipeline Management
Predictive Analytics
Prioritization
Process/Workflow Automation
Prospecting Tools
Real Time Data
Real Time Notifications
Reminders
Reporting & Statistics
Sales Forecasting
Sales Reports
Sales Trend Analysis
Search/Filter
Social Media Integration
Task Management
Third Party Integrations
Web Forms
Workflow Management

View full list of Predictive Lead Scoring Software

Quoting Software

API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Approval Process Control
Audit Trail
Automated Quoting
Billing & Invoicing
CRM
Calendar Management
Cataloging/Categorization
Client Portal
Contact Database
Contact Management
Contract/License Management
Customer History
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Digital Signature
Discount Management
Document Management
Document Storage
Document Templates
Drag & Drop
Electronic Payments
Electronic Signature
Email Management
Estimating
Inventory Management
Invoice Management
Order Management
Price / Margin Management
Pricing Management
Product Catalog
Product Configurator
Projections
Proposal Generation
Purchase Order Management
Quotes/Estimates
Real Time Data
Real Time Reporting
Reminders
Reporting & Statistics
Task Management
Template Management
Third Party Integrations
Workflow Management

View full list of Quoting Software

Sales Engagement Platform Software

Auto-Dialer
Business Process Automation
Calendar Management
Campaign Management
Communication Management
Content Management
For Sales Teams/Organizations
Lead Generation
Performance Management
Prospecting Tools
Reporting/Analytics
Sales Pipeline Management
Strategic Planning
Workflow Management

View full list of Sales Engagement Platform Software

Sales Force Automation Software

API
Activity Dashboard
Activity Tracking
Alerts/Notifications
CRM
Calendar Management
Call Management
Campaign Management
Channel Management
Commission Management
Contact Database
Contact Management
Contract/License Management
Customer Database
Customer Segmentation
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Templates
Email Tracking
Field Sales Management
Forecasting
Lead Capture
Lead Generation
Lead Management
Lead Qualification
Opportunity Management
Performance Metrics
Pipeline Management
Pipeline Reports
Proposal Generation
Real Time Data
Real Time Reporting
Referral Tracking
Reminders
Reporting & Statistics
Sales Activity Management
Sales Automation
Sales Forecasting
Sales Reports
Sales Trend Analysis
Task Management
Territory Management
Third Party Integrations
Workflow Management

View full list of Sales Force Automation Software

Shopping Cart Software

API
Abandoned Cart Saver
Access Controls/Permissions
Activity Dashboard
CRM
Cataloging/Categorization
Credit Card Processing
Customer Accounts
Customer Segmentation
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Data Synchronization
Discount Management
Drag & Drop
Electronic Payments
Email Marketing
Email Templates
Inventory Control
Inventory Management
Inventory Tracking
Invoice Management
Multi-Channel Management
Multi-Currency
Multi-Location
Order Management
Order Tracking
Product Catalog
Product Configurator
Product Ratings / Reviews
Promotions Management
Real Time Data
Refund Management
Reporting & Statistics
Returns Management
SEO Management
SSL Security
Sales Orders
Sales Trend Analysis
Shipping Management
Shopping Cart
Social Media Integration
Stock Management
Tax Management
Template Management
Third Party Integrations
eCommerce Management

View full list of Shopping Cart Software

eCommerce Software

API
Activity Dashboard
Alerts/Notifications
CRM
Campaign Management
Cataloging/Categorization
Channel Management
Content Management
Credit Card Processing
Customer Accounts
Customizable Branding
Customizable Templates
Data Security
Data Synchronization
Discount Management
Drag & Drop
Electronic Payments
Email Marketing
Inventory Management
Inventory Tracking
Kitting
Loyalty Program
Mobile Access
Multi-Channel Management
Multi-Channel Marketing
Multi-Currency
Multi-Location
Multi-Store
Order Management
Order Processing
Order Tracking
Product Data Management
Promotions Management
Purchase Order Management
Real Time Data
Reporting & Statistics
Retail Inventory Management
Returns Management
Reviews Management
SEO Management
Sales Orders
Sales Trend Analysis
Shipping Management
Shopping Cart
Social Media Integration
Template Management
Templates
Third Party Integrations
Website Management
eCommerce Management

View full list of eCommerce Software

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Keap Reviews

Read all reviews

Overall rating

4,1/5

From 1 096 users reviews

Average score

Ease of Use 3,5

Customer Service 4

Features 4,1

Value for Money 3,8

Review software

Share your experiences with other software buyers.

Write a Review!

Read all reviews

Mindy I.

Owner

Graphic Design, Self Employed

Used the Software for: 6-12 months

Overall Rating
Ease of Use
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend

9/10

Reviewer Source
Reviewed on 2020/12/29

"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.

Reviewer Source
Reviewed on 2020/12/29

Melissa C.

Founder

Marketing & Advertising, 51-200 Employees

Used the Software for: 2+ years

Overall Rating
Ease of Use
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend

9/10

Reviewer Source
Reviewed on 2019/11/05

"A great tool for more advanced small business marketing automation"

Comments: I've used Infusionsoft twice to accomplish marketing automation that Hubspot didn't handle well.

Pros: Infusionsoft is a great tool for small businesses that need to kick it up a notch with their marketing automation. It offers an easy to use visual workflow builder and although the learning curve is a bit steep, once users get the principles, the customization is a great trade off.

Cons: Infusionsoft does have its quirks and the learning curve can be steep for those who are not technical or logical. Recommend working with a partner to get past this challenge.

Vendor Response

by Keap on 2020/01/21

Melissa,
Thank you so much for the high marks. So glad to hear the power of the product is beneficial to you and your business!

Reviewer Source
Reviewed on 2019/11/05

Kelli N.

Master Event Planner/Owner

Entertainment, Self Employed

Used the Software for: 6-12 months

Overall Rating
Ease of Use
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend

7/10

Alternatives Considered:

HoneyBook

Reviewer Source
Reviewed on 2021/07/25

"CRM/Automated Marketing all-in-one!"

Comments: Amazing experience from sales to service! I love the templates available for email campaigns and all of the useful features.

Pros: My favorite part of using Keap software is all of the great features to automate marketing and follow-up! Excellent support and concierge service.

Cons: EXTREMELY high learning curve. Need and entire course to learn how to use all of the features efficiently and effectively.

Reviewer Source
Reviewed on 2021/07/25

Suzanne D.

Consultant

Marketing & Advertising

Used the Software for: 6-12 months

Overall Rating
Ease of Use
Features & Functionality
Customer Support
Value for Money

Unrated
Likelihood to Recommend

7/10

Reviewer Source
Source: SoftwareAdvice
Reviewed on 2016/05/24

"Great for eCommerce... Unfortunately, our sites are not eCommerce"

Pros: InfusionSoft was great at first and exciting to learn the platform and start building campaigns. The campaign builder is by far the best part as it is very easy to understand and super easy to visualize your campaign the way it maps out. The elements, processes, communications, etc. are all on a grid map with arrows connecting and directing contacts where to go based on criteria, tags, and triggers you define and set. Once your developers connect everything you need, it is fun to create campaigns.

Cons: Two problems: the CRM is subpar and some integration connections are not ideal. In terms of CRM, there are a lot of preloaded fields as you could expect. The problem is that if there are fields you do not need or use for your business, you're stuck looking at them no matter what. You can create and add up to 100 new custom fields and define the type of field they are, but you cannot remove or even hide existing fields or tabs. Also, we used ScheduleOnce to connect to schedule leads who interacted with our site by filling out a form. Sometimes ScheduleOnce would update their system and cause problems with InfusionSoft and vice versa. Support from IS was quick to address and fix this when it was on their end though.

Reviewer Source
Source: SoftwareAdvice
Reviewed on 2016/05/24

Fabiola S.

Project Manager

Marketing & Advertising, 11-50 Employees

Used the Software for: 1-5 months

Overall Rating
Ease of Use
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend

8/10

Alternatives Considered:

ActiveCampaign

Reviewer Source
Reviewed on 2021/07/19

"A software to recommend, no doubts!"

Comments: It has been great, every time i scheduled a campaign or build my funnel i thanked for a great software easy to use

Pros: What i like the most is the way it tracks mu leads from a campaign and how automations work. It allows me to follow leads on every step of my funnel

Cons: I like every feature of it, however price could be a little high compare to other platforms with similar features but less expensive

Reviewer Source
Reviewed on 2021/07/19

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