---
title: "Keap Reviews, Pros and Cons - 2026 Software Advice"
description: "Reviews of Keap. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Keap is a good fit for you!"
source_url: "https://www.softwareadvice.com/crm/infusionsoft-crm-profile/reviews/"
page_type: "reviews"
language: "en"
---

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Keap Reviews

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# Keap User Reviews

## Reviews summary

- Overall rating: 4.1/5
- Total reviews: 1,298

### Secondary ratings

- Ease of use: 3.6/5
- Customer support: 4.0/5
- Value for money: 3.8/5
- Functionality: 4.1/5

### Rating distribution

- 5 stars: 613 reviews (47%)
- 4 stars: 418 reviews (32%)
- 3 stars: 149 reviews (11%)
- 2 stars: 57 reviews (4%)
- 1 star: 61 reviews (5%)

### Most mentioned pros

- The marketing capability and easy Email marketing and lead generation to campaign easy management this system is effective and the insights collection across several websites this toolbis amazing.
- From automated pipelines, to texting, to an easy tagging system that keeps email lists clean and organized, they give you everything you need run a small to mid-sized business.
- I use Keap to manage marketing campaigns and automate sales for my small business — it combines CRM, email marketing, and automation, so I can keep all my customer interactions in one place.

### Most mentioned cons

- I also do not like using Stripe for credit card payments as they have swiped clients’ cards without approval due to a glitch on the back end.
- Template options aren't the greatest, and when you use your own HTML - once it sends, it gets corrupted with their code.
- I set up a few meetings to have two concurrent calls and when that did not sync I lost some form of communiqué with my client temporarily.

## Keap customer reviews

Showing reviews 1-25 of 1,298 (page 1).

### PRICE KEEPS GOING UPPPP

- Overall rating: 4/5
- Reviewer: MICHAEL A.
- Verified reviewer: Yes
- Industry: Warehousing
- Company size: 51-200 employees
- Product usage: Used daily for less than 2 years
- Reviewed: December 2025
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 2/5
- Customer support: 3/5
- Functionality: 5/5

#### Pros

I like the new custom tags. I also like the workflow enhancements through the campaign builder feature.

#### Cons

Upping the price on an already expensive product is not very attractive. And the learning curve is still a problem.

---

### All the finest at one convenient location.

- Overall rating: 5/5
- Reviewer: Saskia M.
- Verified reviewer: Yes
- Industry: Restaurants
- Company size: 10000+ employees
- Product usage: Used weekly for less than 2 years
- Reviewed: August 2023
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Keap helps us streamline our CRM procedures, thus it's in regular use here. Keap aids us in solving company issues including lead management, marketing campaign automation, and client communication management. We want to use Keap to improve productivity and patron happiness by collecting and following up on leads, monitoring sales activity, and keeping in touch with patrons on an individual basis.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

You may program your advertising push with keap. The system automatically stores the produced leads where users may access them. The administrator may monitor every aspect of the delivered emails, from when they were opened to which links were clicked and for how long. The information provided here will allow users to adjust their campaign accordingly.

#### Cons

There are per-customer and per-subscriber costs for integrating keap with other applications. In exchange for a restricted number of users and page views, it offers free data movement.

#### Reasons for switching to Keap

Keap is great for SMB owners who need to save time, stay more organized, and boost sales. For instant information retrieval, the automation of routine processes, and complete visibility into the client lifecycle at all times.

#### Vendor response

Hello Saskia! We're so happy to hear that Keap has been helpful to you and your business! Thank you for taking the time to leave us a review.

Replied August 2023

---

### I love Infusionsoft

- Overall rating: 4/5
- Reviewer: Bob G.
- Verified reviewer: Yes
- Industry: Retail
- Company size: 51-200 employees
- Product usage: Used daily for more than 2 years
- Reviewed: August 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 3/5
- Functionality: 4/5

#### 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.

---

### The best CRM for email marketing in all sectors

- Overall rating: 4/5
- Reviewer: Jennifer W.
- Verified reviewer: Yes
- Industry: Hospital & Health Care
- Company size: 10000+ employees
- Product usage: Used daily for less than 2 years
- Reviewed: August 2023
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Built-in support for email marketing was a big assist. The automation released me from the mental burden of keeping track of where people were in the pipeline and what they needed to do next based on the results of customer-facing tasks.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 4/5
- Functionality: 5/5

#### Pros

The level of automation is unparalleled. A common feature of CRMS is the lack of a "if/then" configuration option. If I tell Keap yes or no to a task, the program reacts differently depending on my answer. If you require robust automation that can do a wide variety of actions based on results, look no further. It's yours, Keap.

#### Cons

There was a lack of functionality in the mobile app. So that I could access Keap from my mobile device, I bookmarked the website. This method was effective, although it lacked caller ID.

#### Reasons for switching to Keap

Keap makes it simple to automate business processes like onboarding, sales and lead nurturing. In addition, Keap facilitates the systematic rollout of elaborate automation campaigns. Keap Automation Campaigns have always been one of my favorites, and now since they support dynamic content, I have even more fun making them.

#### Vendor response

Hello Jennifer, We appreciate you for taking the time to leave us a review. We're happy to hear that you find our level of automation unparalleled and that Keap makes it simple to automation processes. Thank you for your feedback regarding the mobile app.

Replied August 2023

---

### Great people behind this app!

- Overall rating: 4/5
- Reviewer: Lisa G.
- Verified reviewer: Yes
- Industry: E-Learning
- Company size: 2-10 employees
- Product usage: Used monthly for more than 2 years
- Reviewed: June 2025
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

In the end I really liked the product...until I didn't and moved on. It's always hard to make a decision to upgrade or change a CRM because migration is the hardest part. But again, I think the most outstanding part was the people behind it. I even visited their offices in Phoenix. Very cool environment.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Keap is the rebranded Infusionsoft. I have been a user since 2012 and appreciated the personal on-boarding and availability of a responsive support team.

#### Cons

I'm old school and never like when things change up too much, but the initial downside was the add on costs for the additional bells and whistles that most of the newer companies include in their CRM.

#### Vendor response

Hi Lisa, Thank you for taking the time to share your experience, we really appreciate your longtime support and thoughtful feedback. It means a lot to hear that our onboarding and support teams left a lasting impression, and we’re especially glad you got the chance to visit our office! We’re grateful you gave Keap a place in your business journey, and we’ll be cheering you on wherever that journey takes you next. If you ever decide to revisit us in the future, we’d be happy to help.

Replied June 2025

---

### Logiciel d'organisation

- Overall rating: 4/5
- Reviewer: Salimata Y.
- Verified reviewer: Yes
- Industry: Banking
- Company size: 10000+ employees
- Product usage: Used daily for less than 12 months
- Reviewed: June 2025
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

I use Keap to manage marketing campaigns and automate sales for my small business — it combines CRM, email marketing, and automation, so I can keep all my customer interactions in one place.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

I like how easy it is to build custom automations, track leads in detail, and get a clear view of the full customer journey. The interface is well-designed, and the email templates are super helpful.

#### Cons

Keap can get expensive, especially if you need the advanced features. There’s also a learning curve at first, particularly when setting up more complex automation workflows.

#### Vendor response

Hello Salimata, Thank you for sharing your feedback! We really appreciate you taking the time to highlight your experience with Keap! We’re glad to hear that the custom automations, lead tracking, and email templates have been valuable tools for your business. We also hear you on the learning curve and cost concerns. Our team is always working to improve the onboarding experience. Thanks again for being part of the Keap community!

Replied June 2025

---

### Full of function!

- Overall rating: 5/5
- Reviewer: Jeremy D.
- Verified reviewer: Yes
- Industry: Publishing
- Company size: 2-10 employees
- Product usage: Used weekly for more than 2 years
- Reviewed: February 2025
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Keap has been a very functional and helpful addition to the business I work for. Everything from prospect information capturing to automated email campaigns to saving information about forms and payments makes it simple to locate what I need and keep it organized. Email scheduling and various saved email lists make it easy to create content in advance to send out and to send at the best time of day to ensure best engagement with your audience! Features like spam detect help to make sure your emails don't accidentally contain something that could cause them to get lost or not delivered as you desire. Keap is a great system with a lot of ability to individualize based on your needs!

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

It has all the functionality and automation I need to help in business! I was able to create many automated email campaigns to send to prospects and clients without every worrying about it. The email templates make it simple to save and create content for future or recurring use. Finding information for contacts is simple with forms and orders and checking on payments is convenient.

#### Cons

Creating the email campaigns initially was confusing and required several calls with support team members. They were helpful and I was able to make it work, but sometimes connecting different email triggers together or using other software in connection with it isn't as intuitive as it could be.

#### Vendor response

Hello Jeremy, Thank you for your thoughtful review! We're thrilled to hear that Keap’s automation and functionality have been a valuable addition to your business. It’s great to know that the email templates and scheduling features are helping you streamline your outreach and engagement. We appreciate your feedback on the initial learning curve with campaign creation. While we're glad our support team was able to assist, we’re always looking for ways to make the process more intuitive. If you have any suggestions or need further guidance, we’re here to help! Thanks again for sharing your experience! We love seeing how Keap supports businesses like yours!

Replied February 2025

---

### Every feature you could ask for in a CRM tool and more!

- Overall rating: 5/5
- Reviewer: Lori N.
- Verified reviewer: Yes
- Industry: Retail
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: April 2025
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Overall an excellent experience with onboarding and setting the product up! Migration was seamless!

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Very versatile and straightforward CRM tool with a robust feature catalogue!

#### Cons

Slight barrier to entry as the sales team had a hard time explaining the features to my management team.

#### Vendor response

Hi Lori, Thank you for sharing your experience, this made our day! We’re so glad to hear you’re finding Keap to be powerful and versatile, and that your onboarding and migration went smoothly. That’s exactly the kind of experience we aim to deliver. Thanks again for being part of the Keap community, we’re excited to support your continued growth!

Replied April 2025

---

### Highly useful for me to keep track of the sales funnels

- Overall rating: 4/5
- Reviewer: Ritu B.
- Verified reviewer: Yes
- Industry: Primary/ Secondary Education
- Company size: 11-50 employees
- Product usage: Used daily for less than 12 months
- Reviewed: April 2025
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

I relied greatly on Keap’s sales automation to assist me in nurturing the leads and taking them through a funnel without necessarily having to track them manually. The follow-up sequences in the emails ensured I did not lose contact and also sorted all the communication with the clients in one place.

#### Cons

I observed some discrepancies arising from the synchronizing of the contact data from the web forms into the system. It did not always scan for new leads immediately and I had to refresh or double click entries before a campaign was able to run.

#### Vendor response

Thank you so much for your thoughtful review! We're thrilled to hear that Keap's sales automation and email follow-up sequences have been valuable in helping you manage your leads and communication more efficiently. We also appreciate your feedback about the syncing delays with web form data. That’s definitely not the experience we aim to provide, and your input helps us identify where we can improve. Thanks again for being a part of the Keap community, we’re glad to have you with us!

Replied April 2025

---

### Works well if you stay focused

- Overall rating: 4/5
- Reviewer: Luke H.
- Verified reviewer: Yes
- Industry: Banking
- Company size: 10000+ employees
- Product usage: Used daily for less than 12 months
- Reviewed: May 2025
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 5/5

#### Pros

I like most the way I can tag contacts and use those tags to trigger actions. For example, when I mark someone as “check-in due,” it automatically adds a task and a reminder for the week after

#### Cons

But some things feel too hidden or not direct. It takes too many steps to create a basic automation.

#### Vendor response

Hello Luke, Thanks for taking the time to leave a review! We're glad to hear that you've utilized automation and that it's working well for you! We also appreciate the feedback on automation set up! Our team is actively working on improving the builder to help balance ease of use without compromising any of the automation power we're known for!

Replied May 2025

---

### Keap - Stellar in All Ways

- Overall rating: 5/5
- Reviewer: Michele T.
- Verified reviewer: Yes
- Industry: Management Consulting
- Company size: Self-Employed
- Product usage: Used daily for less than 12 months
- Reviewed: October 2024
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Great! I especially like their workflow automations and how easy it is to create one. I also appreciate Keap's sincere desire to keep things simple while providing incredible functionality.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

It's very intuitive for me and easy to use. I love the full functionality that does everything I need in a CRM. Their focus on customer satisfaction is unparalleled.

#### Cons

The dashboard is a little bit busy, though not a big concern.

#### Reasons for choosing Keap

Keap offered the most functionality combined with the greatest ease of use and the platform can be added to/upgraded if needed.

#### Vendor response

Hello Michele, Thank you for your wonderful review! We're thrilled to hear that you find Keap intuitive and packed with the functionality you need. We’re always working to strike the right balance between simplicity and power, and your feedback inspires us to keep improving. Let us know if there’s anything else we can do to support you!

Replied December 2024

---

### Real hit or miss

- Overall rating: 3/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Arts and Crafts
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: June 2023
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Great software but really lacking on the customer support end. Towards the end when the bills increased and began to add up, we were told by customer service that we could be put on a special payment plan. This was great news, but unfortunately the sales team did not communicate with the tech team, who permanently deleted our data off their systems before the financial arrangement could be setup. Fortunately we backed up most of our data, but that lack of communication could have been disastrous for any other business.

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 2/5
- Customer support: 1/5
- Functionality: 4/5

#### Pros

They were able to customize the software so that it met our needs as a database for managing subscribers. There was virtually no downtime in the years we were with this company. Once users were trained on certain tasks, it was very easy for employees to pick up the software and become comfortable with it.

#### Cons

The pricing structure charges by the amount of contacts you have. We logged every sale into this database from even one-time customers, which added up over the years to a point where we were paying hundreds each month for a database of users who were not active. The underlying system also seems to be geared towards companies who are interested in cold calls and commission-type sales jobs. While they did customize their software to fit our needs we were still warned that we were required to send communications through their specialized tracking system in order to measure engagement and leads. Our regular email blasts were not considered good enough.

#### Reasons for switching to Keap

Wanted robust, online software rather than a localized server.

#### Vendor response

Hello, Thank you for taking the time to leave us a review. We're glad to hear that once trained, your employees easily picked up Keap and became comfortable with their assigned tasks. We're sorry to hear that you didn't leave on good terms. If you'd like to reach out to our team, we're happy to look further into your payment plan situation.

Replied June 2023

---

### Keap: A difficult app with lots of potential

- Overall rating: 4/5
- Reviewer: Amanda V.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: November 2023
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

We have used it for over ten years now and stay because it does work however, there are a lot of features that are missing or are just dated. Luckily, we have found work around for most but it is discouraging that they haven't updated these.

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 3/5
- Customer support: 2/5
- Functionality: 3/5

#### Pros

The campaign management element of Keap is absolutely fantastic and one of the main reasons we have kept it over the years. It also integrates with A LOT which is really useful for us.

#### Cons

They don't update very frequently and don't give features that their customers want. Their order forms and internal web forms are beyond dated and the landing page builder they sourced out to another company is one of the worst builders I have ever used. Their customer service is also a joke.

#### Reasons for choosing Keap

Seemed like a better value with more potential features

#### Reasons for switching to Keap

DIdn't have all of the features we were needing to use at that time.

#### Vendor response

Hello Amanda, Thank your for taking the time to leave us a review! We're happy to hear that you find the campaign management tool to be fantastic! It's one of our favorite features as well. Regarding updates to the products, we do have some exciting new things coming out very soon. Here's a link to our product update page to keep an eye out: https://keap.com/product-updates We're sorry to hear that you've had some poor experiences with our support team. If you ever have a bad experience with support, we do send out customer surveys after each case. If you'd like to discuss a past bad experience, please feel free to reach out. We're happy to look into things further on your behalf.

Replied November 2023

---

### Easy Access

- Overall rating: 5/5
- Reviewer: Sarah F.
- Verified reviewer: Yes
- Industry: Hospitality
- Company size: 201-500 employees
- Product usage: Used weekly for less than 12 months
- Reviewed: July 2025
- Review source details: This review was submitted organically. No incentive was offered

Great! I found Keap super handy for handle clients relations and marketing automations, which makes it a solid tool for businesses that want to keep all their client talks in one single place.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

The automation tools are pretty good, it keeps the workflow smooth. It gives loads of customisation data and i feel like it packs a bunch of areas a company might need help with right inside one app.

#### Vendor response

Hello Sarah, We're happy to hear that you've found Keap to be handy and that it's keeping your workflows smooth. Thank you for taking the time to leave a review.

Replied July 2025

---

### Automations that facilitate processes

- Overall rating: 5/5
- Reviewer: Dylan C.
- Verified reviewer: Yes
- Industry: Food & Beverages
- Company size: 51-200 employees
- Product usage: Used daily for less than 2 years
- Reviewed: October 2024
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

The scheduling of appointments with clients makes it possible to have the follow-up of each client from the beginning, giving a good service and building good sales

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 3/5
- Customer support: 4/5
- Functionality: 5/5

#### Pros

Keap has been a guaranteed ally to automate activities that make potential clients have a perfect follow-up and value them more without leaving other clients behind, it helps to market products in a more professional way with marketing management that increases income and decreases workflows

#### Cons

The free trial they gave me did not have all the functions activated, they should enable everything to be able to manage all their tools from the beginning

#### Vendor response

Hello Dylan, Thank you for sharing your experience with Keap! We appreciate your feedback on the free trial. We understand the importance of exploring features, and your input will be helpful as we continue to refine our trial experience. Thank you for your thoughtful review and for choosing Keap to support your business success!

Replied November 2024

---

### Using Keap for almost a year for our Landscaping Company

- Overall rating: 5/5
- Reviewer: Jeremy C.
- Verified reviewer: Yes
- Industry: Construction
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: October 2023
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

It has worked well with our small landscaping company, giving us better management of marketing, automations we didn't have before, and better lead capturing and appointment managing.Keap has been pretty good with customer service as well, and that's obviously critical.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

We really like the ability to have contact and lead management, group texting, email marketing, and automations all housed under one software roof for an affordable price point. Many other softwares have a really strong service offering, but competely lack other services.Oftentimes they try to accomodate that by stacking softwares, which can work, but creates a silo effect that can be time-consuming to setup and maintain, as well as being pricier than expected.Keap does a pretty good job of covering a lot of bases with one in-house software system. They do have some weaknesses, but overall they've got a good system that could easily be built out even further.

#### Cons

Our least favorite things about Keap would be the lack of a menu option for the business phone line. It does not work well if you have more than one person answering or making calls, and sending messages. We would also like to see more flexibility in terms of Zapier integrations. Zapier integration works pretty well, but there are fields such as contact status, removing a deal from the pipeline, and other fields/operations we would like to see available to Zapier.Lastly, their method of labeling phone numbers needs updated. Currently the "work" type is the option you want to choose for text marketing.

#### Reasons for choosing Keap

Simpler, better UI, all-inclusive, and good price point.

#### Vendor response

Hi Jeremy, Thank you for taking the time to share your experience. Wen understand the importance of having and all-in-one solution and are happy to hear that Keap has covered a lot of your bases. Your feedback on the Keap Business Line and Zapier has been duly noted and will be communicated to our team.

Replied October 2023

---

### Keap Can Work

- Overall rating: 3/5
- Reviewer: Matthew G.
- Verified reviewer: Yes
- Industry: Marketing and Advertising
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: June 2023
- Review source details: This review was submitted organically. No incentive was offered

Keap makes it easy to sell products and services and deliver communication to customers and prospects. Overall, I've had a good experience with Keap.

#### Ratings breakdown

- Ease of use: 2/5
- Value for money: 3/5
- Customer support: 3/5
- Functionality: 3/5

#### Pros

Keap's tag-based system is powerful and they've created a platform built around marketing automation. The campaign builder is a workhorse with unlimited potential for many small businesses.

#### Cons

Keap is difficult to use and is not as advanced as other modern tools. There are multiple hacks and other paid tools you have to learn and deploy to cobble the system together.

#### Vendor response

Hi Matthew, Thank you for taking the time to share your feedback about Keap. Thank you for your positive comments about our tagging and the marketing automation capabilities it offers. We're glad to hear that you find the campaign builder to be a valuable tool. Thank you for the feedback surrounding ease of use and advancement. We are constantly working to improve our platform and the training resources surrounding it. We'll go ahead and pass the feedback along to our team on your behalf.

Replied June 2023

---

### Keap max classic. Some pluses, some minuses

- Overall rating: 5/5
- Reviewer: John B.
- Verified reviewer: Yes
- Industry: Information Technology and Services
- Company size: Self-Employed
- Product usage: Used daily for more than 2 years
- Reviewed: September 2023
- Review source details: This review was submitted organically. No incentive was offered

Excellent. For a decade I've used it and there's always been a way to do what I needed to (sometimes with integrations but it's big enough that most integrate with it).

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 5/5

#### Pros

It's campaign builder is flexible and can accomplish most marketing and work flow automations a company could think of.

#### Cons

Max Classic is complicated comparatively and has a high learning curve.

#### Reasons for choosing Keap

Campaign builder

#### Vendor response

Hello John! Thank you for being a customer of ours for a decade! We appreciate you sharing your experience and are happy to hear that you find Keap excellent!

Replied September 2023

---

### InfusionSoft - Great CRM software

- Overall rating: 5/5
- Reviewer: Nathan K.
- Verified reviewer: Yes
- Industry: Education Management
- Company size: 51-200 employees
- Product usage: Used daily for less than 2 years
- Reviewed: December 2018
- Review source details: This review was submitted organically. No incentive was offered

The overall experience has been quite enlightening on how process flows are vital to making your business function correctly. My application is primarily used as a lead management system and not all our employees use InfusionSoft, which meant I had to integrate InfusionSoft with Google Sheets which makes it easier for my sales team to acquire data to leads as they come in. Most of my time is spent in campaign builder and I am currently overhauling our current lead process and I keep learning new things everyday on how to program logic to suit our business needs.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

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 the database of leads and users and find it to be quite user friendly, InfusionSoft will warn you about an increase in bad email addresses, allowing you enough time to clean it up before it affects your business badly. Another great aspect is the help provided by agents via the Chat facility, you can chat live with an InfusionSoft assistant to help you with any problems you might have. I find it extremely helpful in times when I am unsure of what to do.

#### Cons

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.

#### Vendor response

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

Replied December 2018

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### Ok if want basic contact management. No meaningful R&D, poor support, and no email integration.

- Overall rating: 2/5
- Reviewer: Ronald M.
- Verified reviewer: Yes
- Industry: Investment Banking
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: April 2021
- Review source details: This review was submitted organically. No incentive was offered

Ok at basic contact info, could not handle projects, marketing to certain positions in a company and not others, poor contact/company relationship function, R&D non-existent, customer service terrible. I sent over 10 tickets, some were fixes and some were basic functionality, none for years were addressed. Once a year I would send issues to 5+ people in company including president, then someone would contact me, but still nothing would be done. If you want basic contact management with no email sync, software ok, anything else, consider others. Also be careful of cancelling, twice I told them to cancel, which they did not do and kept charging me, make sure you get written confirmation from them about cancelling.

#### Ratings breakdown

- Ease of use: 2/5
- Value for money: 3/5
- Customer support: 1/5
- Functionality: 2/5

#### Pros

Automated marketing user interface is easy to use.

#### Cons

Outlook integration, R&D, customer support, can't handle projects with multiple companies on a project.

#### Reasons for choosing Keap

After 4 years using for 3 businesses, we have painfully moved away from Keap.

#### Vendor response

Hi Ronald. We're sorry you had a negative experience with Keap. Keap does offer robust contact management in addition to native email integrations with Outlook and Gmail. We have passed along your feedback to your success manager so we can always improve. We wish you the best of luck in your business.

Replied April 2021

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### Keap - A Multi-Faceted Platform Tailored to Your Business' Needs

- Overall rating: 5/5
- Reviewer: Jordan R.
- Verified reviewer: Yes
- Industry: E-Learning
- Company size: 51-200 employees
- Product usage: Used daily for more than 2 years
- Reviewed: March 2022
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Very positive. If I have questions I tend to get answers quickly with the many way to contact Keap and their support staff. Their CS team is very knowledgeable and do a great job of running our requests up the ladder if they cannot assist us themselves.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Keap is very customizeable and adaptable for our needs. Over the years there have been many "value added" upgrades that have helped our company accomplish the goals we have.

#### Cons

On a rare occasion when you are running a massive export of info, it can bog down Keap's bandwidth to send out mail that is scheduled, but I don't thinks that's limited to Keap. I think you are going to get that anywhere you take such action. All in all, it's an extreme rarity to run into such issue in my multi-year experience with the software.

#### Reasons for choosing Keap

We have not had any need to make a switch. Keap is very accommodating for our needs so far.

#### Vendor response

Hi Jordan, Thank you so much for taking the time to leave a review. We're glad to hear that Keap meets all of your business needs and that our customer support team has been able to assist with all of your questions.

Replied June 2022

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### Keap best email sales tool.

- Overall rating: 4/5
- Reviewer: Marie Jeanne E.
- Verified reviewer: Yes
- Industry: Internet
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: August 2022
- Review source details: This review was submitted organically. No incentive was offered

Keap allowed me to better maintain my customer relationship.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

What I liked the most about this software is the way you manage contacts when you use it.

#### Cons

What I liked least is the fact that the A/B testing function is not always accessible when the connection is disturbed.

#### Vendor response

Hi Marie, Thank you so much for leaving a review! I'm glad to hear that Keap helps you to manage your contacts effectively. I'm sorry to hear about the issues you've had with our A/B testing tool and I will share that feedback with the right teams here so we can work to create a better experience for you and our customers.

Replied September 2022

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### Could be good for a large company but I don't recommend for a small start up

- Overall rating: 5/5
- Reviewer: Christy C.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: Self-Employed
- Product usage: Used daily for less than 6 months
- Reviewed: November 2022
- Review source details: This review was submitted organically. No incentive was offered

I found it frustrating and overly technical to use.

#### Ratings breakdown

- Ease of use: 2/5
- Value for money: 3/5
- Customer support: 3/5
- Functionality: 4/5

#### Pros

Lots of cool features and functions. It had the ability to have landing pages and email autoresponder all in one platform so no integrating was necessary. Also had the ability to help keep track of leads and where they were in the sales process.

#### Cons

I found it hard to set up and use for an average person. It was also very costly for a small business as well.

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### Keap from a Person who is not techie

- Overall rating: 5/5
- Reviewer: Debbie N.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: Self-Employed
- Product usage: Used daily for less than 6 months
- Reviewed: February 2023
- Review source details: This review was submitted organically. No incentive was offered

Business Problems that could be Solved by Keap:Keap is a powerful customer relationship management (CRM) platform that helps businesses manage customers, track leads, automate marketing, and more. It can help businesses to increase efficiency, reduce costs, and maximize sales. It can also help them to better understand their customers, segment them for targeted marketing, and build better relationships.Benefits of Using Keap:Keap is a comprehensive CRM platform that helps businesses streamline their operations and maximize their sales. It is easy to use and provides users with a range of features and services that can help them to better manage customers, track leads, automate marketing, and more. It is also highly customizable and can be tailored to meet the specific needs of the user. Additionally, Keap offers competitive pricing plans that make it an affordable option for businesses of all sizes.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

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.

#### Cons

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.

#### Vendor response

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!

Replied March 2023

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### Powerful and flexible engine for a tech-savvy business

- Overall rating: 4/5
- Reviewer: Andron O.
- Verified reviewer: Yes
- Industry: E-Learning
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: March 2019
- Review source details: This review was submitted organically. No incentive was offered

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 holes in functionality. Caveat: the power comes with a substantial learning curve, and you *do* need to learn the software well to use it effectively. Campaign builder has many quirks, there are multiple ways to accomplish any result, and the number of settings is astonishing. Infusionsoft's own (paid + mandatory) onboarding at the time we started using it was insufficient. Fortunately, its history means there are many good Certified Partners and tons of free blogs, videos, and other resources to guide your implementation. I recommend having at least one person on your team who can take on the role of Infusionsoft expert and take responsibility for configuring, organizing, and maintaining the app. For a solopreneur whose time is better spent doing the business, or a small organization that's just beginning to figure out its digital processes, IS is likely to be too overpowered and cumbersome. (FWIW, we started with IS too early ourselves. We've grown into it and are now very happy, but the first couple years were frustrating.)

#### Ratings breakdown

- Ease of use: 2/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

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 on that info/event. Plus, all of this feeds a reporting system that can track any aspect of a business's growth and health (with some configuration). The extensive API and HTTP post automation supercharge all of this with custom development or addon tools. The new responsive email builder is extremely user-friendly, and has a nice assortment of premade templates, as well as letting you build a library of your own custom templates. Lastly, the Infusionsoft community is deep and extremely knowledgeable. Practically any question you have, you can find an answer to. Infusionsoft's own support is solid and generally satisfactory, but the breadth of experience available from other users is an incredible resource.

#### Cons

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. 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). Web forms and order forms are dated. Tracking online orders made through 3rd party shopping carts is complicated and frustrating. Reporting, though *immensely* capable, is hampered by the lack of built-in charts or graphs. Stripe is not natively supported as a payment processor. At some point, it becomes essential to start using "satellite" helper tools, like PlusThis or MyFusionHelper, to address some of Infusionsoft's shortcomings, manage data more effectively, build graphic reports, or create custom automations. This adds to the baseline cost.

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