Keap Features

Keap

An all-in-one CRM, sales and marketing automation software

4.1/5 (1,073 reviews)

Keap Feature Summary

  • Marketing automation
  • Built-in metadata and keyword fields
  • Email marketing, Automated Campaigns
  • Multimedia marketing management
  • Marketing reports
  • Referral program management
  • Activity monitoring
  • Invoices
  • Conversion optimization tools
  • API

Keap Features In Depth

Automated Marketing Campaigns

Infusionsoft provides the tools to create high performing marketing campaigns from start to finish. Users can choose from one of numerous campaign templates, or they can create their own custom campaign. The campaigns include email marketing, direct mail letters, social media posts and automated voice broadcasts. These can be set up to run at specific times and dates, or upon certain behavioral triggers such as clicks and purchases.

The branding center within Infusionsoft ensures branding remains consistent across all communication platforms and channels. Furthermore, web activity monitoring tools such as visitor tracking, and website and landing page analytics, used alongside real-time marketing reports showing open rates, click throughs and social reach, ensure that all marketing efforts are continuously being refined and improved upon.

Email Marketing

An email marketing platform enables Infusionsoft customers to design professional-looking business emails. These emails can include everything from special promotional offers to autoresponders meant to nurture fragile leads. Infusionsoft’s email marketing platform includes spam scoring, which helps to ensure high inbox deliverability rates for users.

Users can avail of Infusionsoft’s drag and drop tools, available in the Campaign Builder, to design their first promotional email. They can choose to design in HTML or plain text, and can include elements like textboxes and social sharing widgets. The layout can be customized and the provided style tools can be used to add branded elements to emails.

Sales Automation

Along with pipeline management, lead scoring and distribution, other sales automation features within Infusionsoft include the ability to create custom quotes for potential clients. Once these quotes have been approved by the client, they are automatically converted into orders.

Sales reports on key performance metrics such as conversion rates and revenue make it easier to understand where sales teams have been successful and where they are under-performing. Choose to view these metrics directly from the dashboard, or pull reports as and when they are needed.

Lead Scoring

Depending on the type of business, lead scoring can be an incredibly important feature for entrepreneurs and sales teams. Infusionsoft’s lead scoring and distribution tools make it possible for businesses to identify “hot” leads and improve overall productivity through visual lead scoring.

Click on a contact’s profile and check out the number of flames showing under the Recent Activity section. The more flames that show up, the “hotter” the lead is. This type of lead scoring is easy to understand, and it ensures that leads are always assigned to the appropriate salespeople on your team.

Contact Management

Infusionsoft’s contact management system lets users see client contact information, marketing and sales histories, order and account balances, lead sources, lead scores, tasks and appointment histories, and website activity histories.

Click on the contact management tab, and select a name from the contact management system. On one screen, that person’s general information and an account summary appears, showing how much money that person has paid to the company. It is also possible to add tags, which are searchable notes that businesses can use for list segmentation.

The Infusionsoft CRM can be used to automate certain contact management tasks, ensuring client relationships are continuously nurtured. This can be done by setting up appointments, tasks and “follow-ups” within the CRM. Users can add active notes on prospects and clients, and have the ability to view and share interaction history with colleagues.

Online Storefronts

E-commerce tools allow Infusionsoft customers to create professional-looking online storefronts for their businesses. Included in these storefronts are digital shopping carts, which enable businesses to process transactions through their websites.

Infusionsoft provides users with customizable templates that they can use to design their e-commerce store. In addition to selling physical products (like t-shirts or posters, for example) there is also the option to sell services or subscriptions using Infusionsoft’s e-commerce tools. Users can then collect payments through PayPal or with a credit card.

One of the key E-commerce automation features within Infusionsoft includes post-purchase automation. Using this feature the entire online selling process is taken care of by the software, so users don’t have to lift a finger. After an order is placed, the software automates the fulfillment and delivery processes, as well as follow-up targeted campaigns and up-selling.

Other E-commerce automation tools within Infusionsoft include inventory management for tighter stock control, promotional tools for offering discounts and free trials, and referral campaign programs for agent partnerships.

Competitor Feature Comparison

ACH Payment Processing
API
Activity Dashboard
Activity Management
Activity Tracking
Administrative Reporting
Appointment Management
Auto-Responders
Automated Sales
Automatic Notifications
Billing & Invoicing
CRM Integration
Calendar Management
Calendar Sync with Google
Campaign Analysis
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Click Tracking
Collaboration Tools
Collections Management
Configurable Workflow
Contact Database
Contact History
Contact Management
Conversion Rate Optimization
Conversion Tracking
Custom Fields
Custom Landing Pages
Customer Activity Reporting
Customer History
Customer Segmentation
Customizable Reporting
Customizable Templates
Data Import
Data Import/Export
Data Storage Management
Data Synchronization
Data Visualization
Demographic Data Collection
Discount Management
Drag & Drop Interface
Duplicate Detection
Electronic Payments
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Event Triggered Actions
Filtered Views
Follow-up Scheduling
Forecasting
Inbox Management
Inventory Management
Invoice Management
Landing Page Templates
Lead Assignment
Lead Capture
Lead Distribution
Lead Management
Lead Scoring
Mobile Integration
Monitoring
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Order Management
Order Processing
Order Tracking
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
Projections
Promotions Management
QuickBooks Integration
Quote Management
Real Time Notifications
Real Time Reporting
Recurring Billing
Referral Tracking
Reminders
Reporting & Statistics
Role-Based Permissions
Sales Analytics
Sales Forecasting
Sales Integration
Sales Orders
Sales Reporting
Sales Tracking
Search Functionality
Shopping Cart
Status Tracking
Summary Reports
Tagging
Task Management
Task Scheduling
Third Party Integration
Transaction History
Visitor Management
Visitor Tracking
Visual Analytics
Web Forms
Widgets
Workflow Management
Visit WebsiteCompare App
ACH Payment Processing
API
Activity Dashboard
Activity Management
Activity Tracking
Administrative Reporting
Appointment Management
Auto-Responders
Automated Sales
Automatic Notifications
Billing & Invoicing
CRM Integration
Calendar Management
Calendar Sync with Google
Campaign Analysis
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Click Tracking
Collaboration Tools
Collections Management
Configurable Workflow
Contact Database
Contact History
Contact Management
Conversion Rate Optimization
Conversion Tracking
Custom Fields
Custom Landing Pages
Customer Activity Reporting
Customer History
Customer Segmentation
Customizable Reporting
Customizable Templates
Data Import
Data Import/Export
Data Storage Management
Data Synchronization
Data Visualization
Demographic Data Collection
Discount Management
Drag & Drop Interface
Duplicate Detection
Electronic Payments
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Event Triggered Actions
Filtered Views
Follow-up Scheduling
Forecasting
Inbox Management
Inventory Management
Invoice Management
Landing Page Templates
Lead Assignment
Lead Capture
Lead Distribution
Lead Management
Lead Scoring
Mobile Integration
Monitoring
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Order Management
Order Processing
Order Tracking
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
Projections
Promotions Management
QuickBooks Integration
Quote Management
Real Time Notifications
Real Time Reporting
Recurring Billing
Referral Tracking
Reminders
Reporting & Statistics
Role-Based Permissions
Sales Analytics
Sales Forecasting
Sales Integration
Sales Orders
Sales Reporting
Sales Tracking
Search Functionality
Shopping Cart
Status Tracking
Summary Reports
Tagging
Task Management
Task Scheduling
Third Party Integration
Transaction History
Visitor Management
Visitor Tracking
Visual Analytics
Web Forms
Widgets
Workflow Management
Visit WebsiteCompare App
ACH Payment Processing
API
Activity Dashboard
Activity Management
Activity Tracking
Administrative Reporting
Appointment Management
Auto-Responders
Automated Sales
Automatic Notifications
Billing & Invoicing
CRM Integration
Calendar Management
Calendar Sync with Google
Campaign Analysis
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Click Tracking
Collaboration Tools
Collections Management
Configurable Workflow
Contact Database
Contact History
Contact Management
Conversion Rate Optimization
Conversion Tracking
Custom Fields
Custom Landing Pages
Customer Activity Reporting
Customer History
Customer Segmentation
Customizable Reporting
Customizable Templates
Data Import
Data Import/Export
Data Storage Management
Data Synchronization
Data Visualization
Demographic Data Collection
Discount Management
Drag & Drop Interface
Duplicate Detection
Electronic Payments
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Event Triggered Actions
Filtered Views
Follow-up Scheduling
Forecasting
Inbox Management
Inventory Management
Invoice Management
Landing Page Templates
Lead Assignment
Lead Capture
Lead Distribution
Lead Management
Lead Scoring
Mobile Integration
Monitoring
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Order Management
Order Processing
Order Tracking
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
Projections
Promotions Management
QuickBooks Integration
Quote Management
Real Time Notifications
Real Time Reporting
Recurring Billing
Referral Tracking
Reminders
Reporting & Statistics
Role-Based Permissions
Sales Analytics
Sales Forecasting
Sales Integration
Sales Orders
Sales Reporting
Sales Tracking
Search Functionality
Shopping Cart
Status Tracking
Summary Reports
Tagging
Task Management
Task Scheduling
Third Party Integration
Transaction History
Visitor Management
Visitor Tracking
Visual Analytics
Web Forms
Widgets
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


38 reviews

Requires iOS 12.1 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


203 reviews

Keap Feature Reviews

25 reviewers had the following to say about Keap's features:

Larry Boulton

Excellent for building extensive drip campaigns

2019-01-02

Great software package for marketing and contact management

Pros

Ease of integration with social media in regards to importing new contacts into a contacts database.

Cons

There is a learning curve for building campaigns, as the software has lots of features available to use

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Anil Jose

Verified Reviewer

A fine marketing automation application for small businesses.

2018-07-07

Pros

Integrated with nearly three hundred applications, you can connect infusion to a lot of third party tools too.

Cons

You can’t transfer templates and the databases aren't linked each other.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: GetApp
Helpful?   Yes   No
Read more
Ivan Montilla Miralles

Connect with your customers in a meaningful way

2018-05-19

Filtering and targeting is handy of this tool, as long as your database is properly kept of course, you can reach your desired customers with a few filters.

Pros

Infusionsoft lets you establish a proper relationship with your customers via several campaigns you can create, task creation, triggers based on feedback and statistics are really handy.

Cons

You can filter by contacts and everything, but when you need to contact the organization as a whole, things can get a bit messy.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Stuart Andrews

User friendly

2016-10-10

We decided to go with InfusionSoft because they gave good amount of training and personalization of the dashboard and forms.

Pros

Not only is it easy to import data, segment your audiences and send targeted, automated communications, it allows you to track your process.

Cons

You can not integrate CRM into google calendar or push reminders to phone.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Keap

It is a big investment but it will be worth if you put the time and money upfront. Also look at other cloud based crm software with built-in email marketing tool

Source: Software Advice
Helpful?   Yes   No
Read more
Tina Cush

Scalable software that proves ROI at every stage of Implementation

2017-01-25

I don't feel like I am "nickel and dimed" for every discovered need and solution. The reporting is excellent as well!

Pros

Measuring campaign interactions and sharing an activity with sales through text SMS, Outlook 2016 and Survey Monkey enables the sales team to act fast and have better more informed sales conversations.

Cons

I wish more integrations were out of the box, and not just custom APIs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Keap

You will get a positive ROI for the money!1 Be sure to measure your baseline goals, and work closely with sales team to define goals are with a CRM. This is a very powerful tool, most companies are stuck only using it for a very expensive email campaign sender. Launch this software with an agile approach. Add on the advanced as you go and communicate these phases and success as you go. You will want to communicate your progress to justify budgetary needs and management support.

Source: Software Advice
Helpful?   Yes   No
Read more
Jamie Wiley

Perfect sales management and marketing automation tool for small businesses

2017-11-17

Pros

One of the best features of this platform is the dashboard because of it''s customization ability.

Cons

Infusionsoft does not have social media marketing automation built into it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Civic & Social Organization company, 51-200 employees)

Easy to learn and use because of customer service!

2017-11-03

More streamlined email marketing because it is now in one product with our CRM.

Pros

The customer service - you can chat online or call at almost any time and the team is so responsive and helpful.

Cons

The email design isn't as customizable as Mailchimp and there isn't the best reporting options.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Infusionsoft


Thank you for leaving a review and for your kind words about our customer service team!

Read more
Stan G

Customer data got secured

2019-01-27

Infusionsoft is a great CRM tool available to help managing customers information. Sales data can be managed well with the sales team.

Pros

Comes with various statistics.

Cons

If this feature can be added.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Lisa Elia

Infusionsoft helps me run my business efficiently and has for years

2018-02-13

Easy and attractive payment platform to present to clients Attractive email marketing templates Excellent reporting and tracking Easy and flexible lead tagging and segmenting Simple and inexpensive payment processing

Pros

The software is easy to use and integrates several processes, which saves me lots of time and money.

Cons

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jaclyn Lewis

A solid CRM

2019-12-04

Overall Infusionsoft does what we need it to do. Keep track of customers and notes.

Pros

Easy contact lookup, adding tasks is simple, create reports, and custom tabs.

Cons

Not sure Infusionsoft is the best for larger companies, it seems to be a better CRM for a smaller scale of customers.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Sam Wu

Expensive compared to other softwares

2018-07-26

Pros

Can tag leads based on activity. email send reports are good.

Cons

Can not change the domain name to align with my brand. customer service do not care.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Sarah Brewer

Infusionsoft is a good alternative when it comes to marketing

2019-09-17

The contract has seemed to us accessible, since they offer several personalized payment plans.

Pros

With infusionsoft you can fully automate the execution of email marketing campaigns, and you can track the return on investment (ROI) more comfortably than on other platforms, because infusionsoft is much more customizable than any other email marketing service. and online sales.

Cons

Infusionsoft's funnel management system is slow, and has no prospecting tools.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Michel Cockerham

Excellent App

2018-07-02

Pls try to integrate the calendar into the system

Pros

Infusionsoft has an easy to use interface- navigation is simple- that makes it easy to use and to train others

Cons

Calendar does not display on mobile version of app- this makes it impossible for me to track my calendar without logging into my computer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No

Response from Sarah


Hi Michel,

Thanks so much for the 5 stars! Our product developers are actually working on making developments for mobile – please stay tuned because we think you will like the enhancements!

Cheers,
Sarah, Advocacy Manager

Read more
Anonymous
A verified reviewer

Very clunky and not intuitive to use. Sales reports were not well thought out.

2018-08-01

Pros

Easy to import and export clients.

Cons

Reports were not well laid out and hard to retrieve.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 1001-5000 employees)

Good job tracking tasks and information on my leads. Easy to navigate client information.

2018-06-20

I can monitor lead activity/tasks in an automated and centralized CRM.

Pros

I'm able to track tasks, and information on my contacts/leads easily.

Cons

The dashboards and reports need to have more customization options - they are very limited.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Infusionsoft is easy to use application also its ideal for small to midsize business.

2018-03-07

Pros

Another feature is there cool widget-based dashboard.

Cons

Unfortunately, Infusionsoft has basic reporting with modest number of template. Hoping Infusionsoft team would improve it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Aspen Bunyak

It is ok, but functionality is lacking!

2019-10-22

Works great as a database to store contacts and keep notes, does not streamline to sales process.

Pros

It is pretty easy to use and keep track of your contacts (as a database) if that is what you are looking to do.

Cons

Difficult to get the reports I need, does not create visually appealing dashboards, we need certain functions that they cannot offer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Lucy Jasper

Infusionsoft is the best tool to manage the sales force

2019-04-03

It is perfect for sales pipeline management. Fully recommended for the management of potential clients.

Pros

Its integrated CRM tool is very useful to carry out a correct management of customer databases, and allows inbound marketing very easily.

Cons

It does not offer management of knowledge bases, nor chat in real time, so its multichannel communication is a little truncated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Karen Cavanagh

Infusionsoft helps me capture and convert leads by combining the best of CRM and marketing automation functionality.

2017-10-14

Infusionsoft has an API with which it is easy to integrate and many platforms within the community have done just that.

Pros

The ability to create beautiful, mobile-responsive landing pages simply adds to the value of the automation.

Cons

Infusionsoft includes basic Lead Generation reports but true ROI reports require add-ons, such as Wicked Reports or Graphly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Edward Sotherden

Easy to use

2016-12-06

Interface is intuitive and easy to use.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Christian Sells

Not for Medium sized companies

2018-01-02

Pros

Reporting functionality is great especially when in need of joining data tables together, some reports are very easy to implement

Cons

API structure makes no sense and the data being kept in Eastern time is difficult to manage especially when data gets sent to another timezone.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Software Advice
Helpful?   Yes   No
Read more
Jason Behn

Great product with a steep learning curve.

2018-06-27

If you have the time to learn the software, Infusionsoft is a no brainer!

Pros

It also integrates with several other SaaS products which makes it very versatile.

Cons

Because Infusionsoft is so customizable. It is easy to get lost and overwhelmed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Andron Ocean

Verified Reviewer

Powerful and flexible engine for a tech-savvy business

2019-03-01

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.

Pros

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 on that info/event.

Cons

Examples are Facebook custom audience syncing, SMS messaging, website event tracking (unlike Drip, for instance, there is no JavaScript API that can be used to trigger automations inside IS as a result of a contact's activity on a webpage).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No
Read more
Tyler Heaps

Subpar marketing automation software, not for beginners

2019-09-30

I also use this for my clients who send out emails to their contacts.

Pros

The reporting functionality provides good data and once you understand the flow its easy to send emails.

Cons

This doesn't use customer lists like most other automation platforms but it uses tags tied to a contact. This can make it difficult to manage if you have multiple types of tags.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Software Advice
Helpful?   Yes   No
Read more
Doug Koenig

Verified Reviewer

Outstanding tool for small business

2016-07-07

I even use it in conjunction with a scheduling system so that when my clients self-schedule their appointment, it is confirmed via email, and their records are automatically stored or updated in the CRM.

Pros

There are many excellent providers of third party apps for Infusionsoft, with a huge array of features.

Cons

I'm not impressed with the native mobile app, which is very limited in function, but if you need access to contacts, they are there.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Keap

Make full use of the Kick-start program (free) when you sign up. If you don't "get it" within the first 30 days, look for a third party partner or Infusionsoft support to assist you. It has taken me almost a year to really get rolling, and I did end up hiring a provider to build-out some foundational campaigns, although I had useful things launched in a few weeks initially.

Source: GetApp
2 of 2 people found this review helpful
Helpful?   Yes   No

Response from Infusionsoft, Inc.


Thank you so much for your review of Infusionsoft. We are so glad it has helped your law office track more and save time.

Read more