Keap Reviews

I think it is great that the software will recognise what my users do and act accordingly which means my system becomes automated and leaves me free to work on what I am best at.

The one problem with the software is that it is a beast of features and I can easily get lost in the minefield.

Simon, Thank you so much for the high marks and your valuable feedback! So glad to hear Keap is helping you in your business and gives you the freedom to do what you are best at! All the best, Paige, Social Media Specialist at Keap

Keap is a great tool for innovative marketing and commercial strategies due to its many compatible connectors. Keap not only meets but also makes it simple to integrate beyond our immediate needs, including lead management, email campaigns, VOIP, and Gmail.

There isn't anything I don't like, however it would save time if you could import numerous emails into a campaign instead of having to write each email from scratch. Also, a simplified contact view would be helpful for basic users who only need access to contact records. Lower-level Keap users get access to a very beautiful basic view, but individuals who need the full suite of features offered by the Keap/Infusionsoft integration will not be able to use it.

Hello Joseph! We appreciate the review. We love hearing about how people use Keap to better their businesses. We are working to further simplify the contact view for Max Classic, be sure to keep an eye out for it in the coming months!

What I like the most is that just updated their email design page and now emails have a better look on both desktop and mobile.

Not so great on the flow of their website management. Its hard to understand how to organize contacts, tag emails and the automated email marketing its great but again you have to dig in to learn how it works.

Hello Erick, Thank you for taking the time to leave us a review and for being a long-time customer of ours! We appreciate the feedback regarding ease of use on some of our features. We are working to release more resources and extend our help articles and Keap Academy Courses to help new Users get up to speed more quickly.

First I want to give credit where credit is due - Keap is an absolute monster in terms of features and the level of detail in which you can build automations and customer engagements. With well over a decade having started as Infusionsoft, there's plenty of complex structuring and intricate details that you have at your fingertips. Keap also offers the necessary parts of a complete customer lifecycle...

Read more

While the strength of Keap is its richness in detail with which you can create various engagements and automations, it's also overwhelming in the beginning to wrap yourself around that part. They could do a better job of integrating their knowledgebase inside the app to give relevant sources of information. Missing systems prompts and UI flaws. There are some issues with the UI that are counter-productive,...

Read more

Keap has allowed us to have one consolidated platform for all Marketing and Sales needs.

Onboarding documentation could be enhanced a bit more, but overall it's a great product.

We appreciate the feedback! Glad to hear that Keap has helped consolidate your marketing and sales needs into one platform.

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...

Read more

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...

Read more

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

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

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!

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.

Its CRM is very user-friendly and mobile friendly

It was missing core automation segmentation features

Hi Jay. I'm sorry to hear that Keap's feature set didn't fulfill your needs. However, our customer support is free and unlimited for all customers. It's possible that you could be referring to Coaching sessions, which are a paid program.

Use them for email marketing and crm. It’s easy to use and has helped me organized

Pricing could be more affordable for access by more

I wish I knew how to use all of it. There's always a new function that it can do to save me time. Since I don't have a team, Keap is like my own secretary, streamlining functions.

It takes so long to set up. The look of emails is very flat and uninteresting. Word processing in the individual letters I send out takes forever. It's definitely not a great place to write letters.

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.

I loved how it was an all-in-one platform!

It was incredibly hard to set up and use because the sales person forgot to mention that it was a robust solution for the more experienced marketer. So when I was first learning to create funnels, Keap/Infusionsoft was just too advanced for me.

Hi Joane, I'm sorry to hear that you found Keap difficult to set up in your business. I encourage you to check out some of our resources - including our onboarding coaching options, our live events designed to help you in your Keap app (https://keap.com/resources/events) and the Keap help center (https://help.keap.com/help) to get better acclimated in your app.

The training I received when I purchased this software was amazing. I learned so much not just about how to use their software but how to grow and ex[and my business.

For my use as a small business that is not selling products, Keap was quite expensive. There are a lot of excellent features that I didn't use because they didn't fit well or apply to my small service based business.

Beth, We are so glad to hear that Keap is working for your business! Thank you for your review.

What I like most about InfusionSoft is the functionality and its endless possibilities. The Campaign Builder has an easy to use interface with limitless possibilities that can be constructed to suit your unique business needs. With a great email builder as well to create those beautiful calls to action that will surely ignite your leads' desire to buy whatever you are selling. I specifically manage...

Read more

While I do have high praise for the campaign builder and its limitless possibilities, this can also be a problem as when I first started using the software; I didn't know what was what. There is basic training available, but I don't feel it adequately explains the possibilities of what can be done. To fully unlock the potential of InfusionSoft, some additional training will be required.

Hi Nathan, Thank you so much for taking the time to write such a thoughtful review. We truly appreciate your input - especially hearing from what I would call a "power user" :) Cheers, Sarah, Advocacy Manager at Infusionsoft

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. ...

Read more

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!

The platform seemed to have robust functionality but Infusionsoft's third party providers missed every deadline, failed to provide training, all required programming, and implementation services. Unfortunately it took seven months for us to figure out we'd been taken for a ride. We just made the decision to use our own internal IT staff to create the programming necessary to connect our new website to Infusionsoft (Our website was intentionally designed and built along side our signing with Infusionsoft CRM to insure all technologies aligned). In short, this has been an incredibly slow, frustrating, and expensive lesson.

The Infusionsoft sales person and sales tech flat out lied about the cost required to set-up/program our CRM system. We provided 100% of our specs in writing, reviewed them between a prospective web developer, my internal IT director, and Infusionsoft. After spending 10-hours over a period of two months reviewing specs, building campaigns, etc etc we signed an agreement on the basis that they could...

Read more

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,...

Read more

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...

Read more

One of the things I liked most about Keap was its robust customer relationship management (CRM) features. The software provided a comprehensive set of tools for managing customer interactions, tracking leads, and automating sales and marketing processes. The ability to centralize customer data, including contact information, communication history, and purchase behavior, allowed for better customer segmentation and personalized communication. The automation features, such as email marketing campaigns and lead scoring, helped streamline workflows and improve efficiency. Additionally, the intuitive user interface made it easy to navigate and quickly access the information and features I needed.

One thing I liked least was the limited customization options within the software. There were some instances where I wanted to tailor certain features or workflows to better align with my specific business needs, but the flexibility to customize was somewhat restricted. Additionally, the reporting and analytics capabilities, although useful, could have been more advanced and comprehensive. More advanced reporting options would have provided deeper insights into sales performance and campaign effectiveness.

Thank you for sharing your review of Keap and highlighting its robust features! It's great to hear that the software provided you with a comprehensive set of tools for managing customer interactions, tracking leads, and automating sales and marketing processes. Your feedback on the limitations of customization and reporting capabilities is valuable, as it provides insights for potential improvements in these areas. Thank you for sharing your experience with Keap, and we hope it continues to support your business's success.

We never got to the point of purchasing the software, because of the customer service problems we encountered with Infusionsoft sales and management from the start. I had to file several complaints through Infusionsoft's web chat (2 complaints) as I searched for a name of someone in management to speak with to deal with the problems with IS. When the web chat people couldn't provide a name for someone in management to address my concerns, I had to file complaints directly with sales@Infusionsoft.com and abuse@infusionsoft./com about over-aggressive marketing tactics and their lack of attention or concern to my stated desire to delay receiving sales pitches and demos.

I have to presume that Infusionsoft uses their own software in following up with potential sales leads. Based on my experience and frustrations in dealing with Infusionsoft sales staff / customer service / management, I have to presume that either Infusionsoft has internal problems as to human error concerning what information they input to their system, or their software platform is defective in...

Read more

The campaign builder is easy to learn and easy to use, as well as the email builder. It will get all your basics taken care of there, and being able to preview an desktop AND mobile was a huge pro.

It is very difficult to navigate to what you need, even with adequate training. Nothing is intuitive, and all of the reports are just lists of contacts filtered for something. Most importantly, this tool is not adequate if you're wanting to integrate at all. Even they say that you may need to hire an InfusionSoft partner to manage your tool for you to use it to the best of its capability. I would argue that if you need to hire a specialist to use your SaaS for you, your SaaS is not a good tool.

Hi Erica, I am truly sorry to hear that you have had such a frustrating experience. I have looked into your case history and it sounds like, unfortunately, your recent API ticket just did not get to the appropriate team quickly enough. API support is not outsourced, but it sounds like you initially worked with our contracted support team and there was a delay in getting your ticket with our advanced team. We apologize for the experience, and have reached out to resolve the issue, as well as refunded you for this period. Again, this is not the experience we want for our customers and we understand your frustration completely. Regards, Sarah, Advocacy Manager

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....

Read more

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.

Keap is an easy-to-use, all-in-one customer relationship management (CRM) and marketing automation solution that helps small businesses grow.• Keap provides a variety of tools to manage contacts, automate tasks, and maximize customer engagement.• It is customizable and scalable, allowing businesses to tailor their solutions to their needs.• Keap offers integrations with popular third-party applications, making it easy to sync data and automate processes.• The platform provides access to a team of in-house experts to assist with setup and training.

Keap is more expensive than some of its competitors, so it may not be the most cost-effective solution for small businesses.• The user interface can be confusing and difficult to navigate for new users.• The customer support is limited, and the response time can be slow.• Keap is more expensive than some of its competitors, so it may not be the most cost-effective solution for small businesses.• The user interface can be confusing and difficult to navigate for new users.• The customer support is limited, and the response time can be slow.

Hello Debbie, Thank you for leaving us a review. It sounds like you've utilized many of Keap's features to help streamline and automate your business. We love hearing that!

-This software is pretty easy to use for most basic applications. -There are many options and nearly endless uses for Infusionsoft. If you can think of a way you want to use it, the support team can help you implement it. -The automation of this software is what I love the most about it. At first, you spend a good amount of time setting everything up but once it is set up it runs pretty much all on its own. Saving you time. The support for infusionsoft is one of the best I have ever dealt with. They go above and beyond to help you figure it out. Your success really is their success.

If you want to do some of the more details campaigns it can get a little tricky. If you are not spending a lot of time on the software you may forget how to do some things that you don't do on a regular basis. The support team is usually happy to help or get someone who can.

Hi Anthon, We agree - your success is our success! Thank you for your kind words about Infusionsoft and the support team. We're happy to hear about all the benefits the automation has had on you and your business. Thank you for writing a review!

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!