Keap Software

4.08 / 5 (1,089)

Our advisors have recommended this product 5 times in the last 30 days

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 parameters such a...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic)

1,089 Reviews of Keap

Average User Ratings

Overall

4.08 / 5 stars

Ease-of-use

3.5

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(477)

477

4 stars

(357)

357

3 stars

(149)

149

2 stars

(48)

48

1 stars

(58)

58

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 1089 results

December 2020

User Profile Picture

Mindy from Mindy Iannelli, LLC

Verified Reviewer

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.

November 2019

User Profile Picture

Melissa from Belle Poppy Digital

Verified Reviewer

Company Size: 51-200 employees

Industry: Marketing and Advertising

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

November 2019

A great tool for more advanced small business marketing automation

I've used Infusionsoft twice to accomplish marketing automation that Hubspot didn't handle well.

Pros

Infusionsoft is a great tool for small businesses that need to kick it up a notch with their marketing automation. It offers an easy to use visual workflow builder and although the learning curve is a bit steep, once users get the principles, the customization is a great trade off.

Cons

Infusionsoft does have its quirks and the learning curve can be steep for those who are not technical or logical. Recommend working with a partner to get past this challenge.

Reasons for Switching to Keap

Infusionsoft was easier to create custom marketing automation workflows.

Response from Keap

Replied January 2020

Melissa, Thank you so much for the high marks. So glad to hear the power of the product is beneficial to you and your business!

May 2021

Brian from Boolean Girl Inc

Company Size: 2-10 employees

Industry: Education Management

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Functionality

5.0

May 2021

Just ok, lots of interaction after decision not to buy

Did not buy because it was too hard to load our on going data

Pros

Great software and user interface. This was the #2 choice for us

Cons

Poor integrations, could not load the data on an ongoing basis as we wanted to.

Reasons for Choosing Keap

I did not, picked Agile

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.

March 2021

Louizos Alexandros from Manxmachina LLC

Company Size: 11-50 employees

Industry: Computer Software

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

March 2021

Amazing product for the right use case

I love this product, it is the best when you get advanced marketing experience and a big mail list, you can really do magic with it with the advanced action based segmentation

Pros

I loved the tags and advanced segmentation I can do with my marketing funnel. I can tag users based on their actions. This is beyond amazing

Cons

It takes some time to learn how to do it and sometimes the integrations are a bit quirky with certain platforms e.g. wordpress

Reasons for Choosing Keap

I needed advanced segmentation and mailchimp has very poor functionality and a very difficult user experience to set this up