


Template editor



Supported Operating System(s):
Mac OS, Web browser (OS agnostic)About Keap
Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across various industries streamline sales and manage customer experiences.
Users can segment contacts, track customer interactions, send emails, as well as run campaigns with personalized communication triggers based on emails opened, clicks, and more. Users can also manage e-commerce, from inventory management to payments and purchase fulfillment, set up online shopping carts, track digital storefront activity, send quotes, invoices, and receipts.
The system’s reporting and analytics tools help users run analyses on parameter...
Template editor
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)Average User Ratings
Overall
Ease-of-use
3.5
Value for money
4.0
Customer support
4.0
Functionality
4.0
Likelihood to Recommend
Not likely
Very likely
December 2020
Mindy from Mindy Iannelli, LLC
Company Size: 1 employee
Industry: Graphic Design
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
December 2020
Great for an all-in-one service
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.
Reasons for Switching to Keap
I switched from ConvertKit and Dubsado because I can now do it all in one place instead of having two services, which makes things much more streamlined and takes less time for communication.
August 2019
Bob from Baker Book House
Company Size: 51-200 employees
Industry: Retail
Time Used: More than 2 years
Review Source
Ease-of-use
4.0
Value for money
4.0
Customer support
3.0
Functionality
4.0
August 2019
I love Infusionsoft
I have enjoyed using Infusionsoft for 4 years. It is a great value for what you get. Onboarding is costly but monthly fees are reasonable. Support is mostly provided by 3rd parties.
Pros
Easy to use. I can create Campaigns and email marketing Does a great job of segmenting customers
Cons
Search options are limited Onboarding costs are high
Reasons for Choosing Keap
The cost and ease of use helped me make my decision.
Reasons for Switching to Keap
I needed an email marketing program that would work with the CRM. Salesforce added quite a bit of cost to be able to do email marketing.
Response from Keap
Replied August 2019
Bob, Thank you so much for the high marks and your valuable feedback! So glad to hear the power of the product is beneficial to you and your business! All the best, Paige, Social Media Specialist at Keap
May 2016
Suzanne from Independent Consultants
Industry: Marketing and Advertising
Time Used: Less than 12 months
Ease-of-use
3.5
Customer support
4.5
Functionality
3.0
May 2016
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.
February 2021
Jennifer from Vacation Play
Company Size: 11-50 employees
Industry: Telecommunications
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
February 2021
Keeps the truth simple
Over all very satisfied. It does exactly what we need it to do for our company and for the clients.
Pros
The fact that we are able to view if a customer has gotten there email, when they got it, and if they opened it or not. It gives us the ability to help the customer feel secure in their purchase also helps to cover our end if one tries to lie and say they didnt recieve it.
Cons
I don't like that we have to change the password so often. I realize it is for safety reason it can sometimes be aggravating especially when in a hurry.
July 2020
John from ContentFirst.Marketing
Company Size: 11-50 employees
Industry: Marketing and Advertising
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
5.0
Customer support
4.0
Functionality
4.0
July 2020
Infusionsoft not Keap
Excellent, I am approaching 7 years using this software and am still happy with it.
Pros
I use the Infusionsoft product as opposed to the Keap product. I like the flexibility and robustness of the campaign builder.
Cons
It can be challenging to train others on the intricacies of the campaigns.
Reasons for Choosing Keap
It was more in line with how I liked to work.
Reasons for Switching to Keap
Simplicity and price