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Functionality
4.1
/5
1.1K
Total features
146
25 categories
Keap features
Common features of CRM software
Functionality
4.1
/5
1.1K
Price starts from
129
Per month
Total Features
146
Unique features
Pricing and Cost Calculations
SEO Management
Promotions Management
Order Tracking
Functionality
4.6
/5
15.1K
Price starts from
Free
Total Features
25
Features in Common
9
Unique features
Real-Time Chat
Collaboration Tools
Real Time Notifications
Chat/Messaging
Functionality
4.4
/5
17.5K
Price starts from
No pricing info
Bernard B.
Real Estate, 11-50 employees
Used daily for less than 6 months
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The software has helped me save time and increase efficiency in managing my business. Although there is a learning curve to using Keap, the customer support team was helpful and responsive, assisting me in navigating the software's features. Keap is an excellent choice for small businesses looking to automate their processes and grow their customer base.
I recently used Keap to manage my small business, and the software was impressive. The platform's automation features enabled me to streamline various business processes, including marketing, customer management, and invoicing. The software's email marketing features are particularly noteworthy, allowing me to engage with my customers effectively.
Some of the features can be challenging to set up and use. The learning curve can be steep, particularly for small business owners who are not tech-savvy. Additionally, while the software offers many customization options, it can be time-consuming to configure them.
Hello Bernard, We appreciate you taking the time to leave a review! We're glad to hear that Keap has saved you time and increased your efficiency in managing your business. We are working on extending our resources to make it easier for new users to feel confident when starting out with Keap.
Susan B.
Used daily for 2+ years
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While I think the dated back-end and the pricing are an issue, I will say that when dealing with a larger contact database or enterprise system, I am hard pressed to find another platform that can do all that I rely on Infusionsoft to do for my larger clients.
Infusionsoft is one of those stalwart applications that is almost synonymous with marketing automation online for serious businesses (often with a host of disclaimers... see "cons" section). The greatest feature of Infusionsoft is the robust nature of its features, it integrates with almost everything a large enterprise would use (although these features come with a price). If you are looking to grow an online business, and you can afford the on-going maintenance in terms of staff time and cost, Infusionsoft will offer you plenty with room to grow.
Sadly, Infusionsoft has been around for so long that I believe the back-end, administrative user experience suffers. A quick Google search of the application will return many negative and less than stellar reviews. One could surmise that any big brand is likely to have many detractors (and this is true), however, most are balanced out by equally glowing reviews. Infusionsoft sits on the fence. ...
Hi Susan, Thank you for leaving a review and for your honest feedback. I will share your comments with the right teams here so we can create a better experience for our customers and solution for other small businesses. Thank you!
Natasha T.
Computer Software, self-employed
Used daily for 6-12 months
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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.
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.
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,...
Hello Natasha, Thank you for taking the time to leave a review! We are always in the process of improving upon our software and appreciate the feedback.
pankaj K.
Education Management, 501-1,000 employees
Used daily for 2+ years
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we can improve out markating with the help of keap.
if we will not pay good then reach to the customer will be less .
Hello Pankaj, Glad to hear that Keap is helping you improve your marketing! Thank you for leaving us a review.
Colette M.
Education Management, 11-50 employees
Used weekly for 2+ years
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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.
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.
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.
Hi Colette, Thank you so much for taking the time to leave a review. We're glad to hear that Keap has been an affordable solution for your business, but I am sorry that you feel our product has not stayed on the cutting edge. Our product team consistently has new updates in the works, and we are always working to ensure that we are making the user experience easier for our customers.
John P.
International Affairs, 1-10 employees
Used daily for 2+ years
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I'm business to business and have spend over $100,000 on development to overcome its inadequacies.
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 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...
Almodyr B.
Marketing and Advertising, 501-1,000 employees
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Overall, my experience with Keap has been positive. It is easy to use, has great features, and is an invaluable tool for managing my business.
It is simple and effective. It has all of the features you need to manage customer relationships and automate marketing, but it is also simple to use and understand.
Its lack of customizability. It is less customizable than other CRM software solutions, making it less effective for certain businesses.
Hello Almodyr, Thank you for taking the time to leave a review! We're glad to hear that Keap is an invaluable tool for your business.
João A.
Computer Software, 1,001-5,000 employees
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Keap it's a good marketing automation option if you work on a SMB company, you can use a lot of is features and it's great
Contact management can be a bit complicated, never exclude a CRM you'll need it.
Hello João, We appreciate the review! Thank you for telling others about Keap.
Jennifer W.
Real Estate, 1-10 employees
Used daily for 2+ years
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I started with Infusionsoft before it was Keap. Customer service was way better before the were bought out. It is not called confusionsoft for no reason. It's extremely confusing, their tech support often has to spend hours trying to figure any issue out. If it takes their tech support, people who know the program, hours to figure out an issue imaging what it will take you. There are several other CRM systems out there that are much easier to use.
I like the dashboard with the daily reminders of followups. That makes it easy to not let people slip through. Setting up the campaign however to get the daily reminders is a complex process. If you miss anything it will not work properly and the customer support team will not be able to help you set up campaigns or do anything with your campaign.
The cost is astronomical. If you are lucky enough to understand how to and you have the time to build out the backend and all of the campaigns great. If you do not, it will const 10's of thousands of dollars to hire someone. I have had to pay someone the entire time to help with mine and when I went to leave infusionsoft, there is no way to save the campaigns or anything that you paid to have built. They say they will keep it for you for 90 days and if you don't come back to their program by then you lose it all. So basically they own all of your campaigns and everything you paid to build in the system. BE AWARE OF THIS BEFORE YOU SPEND MONEY BUILDING SOMETHING OUT
Hi Jennifer, We're sorry you're unhappy with our product. Infusionsoft is built for ultimate power and customization. We have many educational resources to help with implementation as well as a large hub of partners who can help with your customization needs. For privacy and security, we hold onto your data for 90 days after you cancel your subscription. We wish you the best of luck in your small business.
Lynne R.
Professional Training & Coaching, 11-50 employees
Used daily for 1-2 years
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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.
We love Infusionsoft because it is user friendly, intuitive and we have been able to combine our marketing campaigns into the software.
I can't really say anything negative about Infusionsoft.
Lynne, We love hearing this! Thanks for sharing your review. All the best, Paige, Social Media Specialist
Damian R.
E-Learning, 1-10 employees
Used daily for 6-12 months
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1. The logic of the CRM was so complicated, that you need to talk to your "expert" if you want to make any adjustments. 2. My email deliverability was not good - in fact there were a few months where the links in my emails that had the Keap training code (which was all of them) were seen as MALWARE by google chrome. Keap took NO accountability. Even though they sent me a support message detailing the issue.
I thought it was going to manage all of my CRM, Email Marketing and Reporting...but in order to interface with the Infusionsoft/Keap platform I needed to continually hire experts who tried charging me $3,500 per month on top of what I was paying Keap.
Way too complicated. When you sign up, included in your set up is the cost for an expert -- who you think is working for Keap...but they're an independent contractor who is being paid a cut rate to get you up and running. After your set up, they will charge you THOUSANDS to fix and adjust your account.
Rebecca S.
Real Estate, 1-10 employees
Used daily for 6-12 months
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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...
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.
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.
Andron O.
E-Learning, 1-10 employees
Used daily for 2+ years
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Infusionsoft by Keap (AKA the "classic Infusionsoft") has been on top of the small business automation marketplace for years, and for good reason. In the right hands, it's a perfect marriage of automation + CRM. Its strengths are best-in-class, and it is refreshingly light on gimmick features that claim to fulfill a business need without offering real capability. That said, there are some noteworthy...
The campaign builder is an unmatched canvas for automating almost any business process imaginable. It doesn't restrict you to a single workflow paradigm, so you have the freedom to design systems to match your business AND organize them how you want. I love the options of using tags, custom fields, notes, and API goals for storing data on the contact record, segmenting contacts, or automating based...
Over the past year, a lot of development resources were directed toward the creation of the new, entry-level Keap product, so Infusionsoft has gotten a bit dusty. Reportedly this has changed now that Keap is launched, and Infusionsoft development is once again getting its fair share of attention. This means, however, that there are a number of modern marketing functions that IS cannot handle natively....
Chase D.
Used daily for 2+ years
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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
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,...
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...
Liam C.
Medical Practice, 51-200 employees
Used daily for 2+ years
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For the price and what it does, we have yet to find a better solution. I believe in the product but wish they would work harder on fixing current problems rather than rolling out new tools. It does take some time learning the ropes but there are lots of great tools, webinars, and people willing to help. It's a great community. (Big shout out to MonkeyPod Marketing and Greg Jenkins)
I like being able to set up campaigns that run the full year making sure the customer is kept in the loop. With proper tags I can see that things are running smoothly.
1) Support. If you are in the US I am sure that support is much better but being 9 hrs ahead of the IS HQ I am usually stuck with the total waste of time 'Chat Support'. Two years ago support would have gotten 5 of 5, today I would give it one star at best. 2) The platform is about 5 years behind the times. Powerful but the look, usability, and feel are dated. If they don't get on this in the next...
Hi Liam, Thank you for writing a review. I will make sure to share your product feedback with the right teams here so we can create a better experience for our customers. Take care!
Leslie H.
E-Learning, 1-10 employees
Used daily for 2+ years
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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!
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.
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...
Brad K.
Computer Software, 5,001-10,000 employees
Used daily for 1-2 years
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Infusionsoft is a solid choice for a small business without ambitions to scale rapidly (i.e. think accounting firm, not tech startup).
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....
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.
Shawn B.
Internet,
Used daily for 2+ years
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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.
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.
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.
Angelena D.
Staffing and Recruiting, 1,001-5,000 employees
Used daily for 1-2 years
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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.
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.
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.
Lindley C.
Management Consulting, 1-10 employees
Used daily for 2+ years
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My husband runs 13 restraurants with Infusionsoft. I run a coaching and training business. The software is adaptable to your situation. And the training that it provides turns your entire team into a marketing/sales powerhouse!
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.
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.
Hi Lindley, Thank you for leaving a review! I’m happy to hear Infusionsoft has made an impact on your and your husband's businesses. We look forward to hearing more as you continue to tap into the full power of the software. Take care!
Tiffani Z.
Professional Training & Coaching, 1-10 employees
Used daily for 1-2 years
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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).
This program does so much! It helps you maintain your contacts, market, automate, sell, track analytics, organize products and manage a team!
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!
Thank you for your feedback. We are so glad you have been able to use Infusionsoft to automate your business! We're sorry that you are finding it a bit difficult to use. We do offer coaching services as well as Partners who assist with implementation. You can find those resources here: https://marketplace.infusionsoft.com/home All the best, Paige, Social Media Specialist at Keap
Sarah H.
Information Technology and Services, 10,001+ employees
Used daily for 2+ years
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For tiny, high-tech businesses, we leverage Keap's automatic lead follow-up features. It's an excellent method to keep track of leads and customers, stay organized, and know who to reach first thing in the morning. It can also be used to promote and follow up after trade shows, webinars, and the combination of text and email message marketing.
For times when I need to take a break from work, it's helpful to have a system in place that automatically follows up with leads. I really like the automated email and text message sending, lead scoring, and reports on who is signing up for webinars.
Keap is missing crucial functionality and customer support that are essential for any expanding firm. As soon as they left the CRM, all outgoing emails were flagged as spam. The interfaces for their template makers were equally unattractive.
Katrin L.
Computer Software, 11-50 employees
Used daily for 2+ years
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Overall, Keap is an excellent CRM platform for small businesses. It is incredibly user-friendly and automates mundane tasks, making it easy to manage customer relationships. The lack of customization options and advanced analytics tools can be a downside for some, but for most small businesses, Keap is an excellent platform that is well worth the price.
Keap is an incredibly intuitive and user-friendly CRM platform for small businesses. The user interface is simple and straightforward, making it easy to navigate and find exactly what you're looking for. Automation is a great feature that saves time and effort, allowing you to set up automated tasks and campaigns to take care of the more mundane tasks. Overall, Keap is an excellent CRM platform for small businesses.
While Keap is great for small businesses, the lack of customization options can be a downside. There are limited options when it comes to customizing the look and feel of your CRM. Additionally, there are no advanced analytics or reporting tools, meaning you won't be able to get detailed insights into your data.
Jeff M C.
Internet, 1-10 employees
Used daily for 2+ years
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Its been good. The have helped me create over twenty one thriving businesses. I am still creating more.
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.
The didn't have any pre configured solution for specific industry like contractors, handyman or brick and mortar stores, Doctors or Dentist, etc.
Kavindu Githsara K.
E-Learning, 11-50 employees
Used daily for 2+ years
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We used keap to manage our customers database. we did email marketing, lead generation , internal forms, email templates and automate campaigns and more. I'm happy to tell you, even we can find lots of cheap CRM systems out there, Keap is the best and it's worth for money. because, everyday they are trying to give us the best experience. we got recurring updates with lots of new features. One more thing to mention. There customer support was very helpful for our staff when they onboarding. Not only for staff but for admin too. timely support is given by them. I would like to recommend Keap CRM for any business out there. go ahead without any hesitation. At first it will be hard to adopt a new system. but when it comes to Keap, They will help you to get there without any troubles.
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.
Nothing to complain but i would like to mention that there should be more tutorials/guides and onboarding trainings for users.
Hi Kavindu, Thank you so much for taking the time to leave a review! I'm glad to hear that Keap's feature set has met many of your business needs and our support team helped you integrate it seamlessly into your business.