All Keap Reviews

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Jessica

1 employee

Used less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

Reviewed April 2021

All in one business solution

User Profile

Melissa

Verified reviewer

Marketing and Advertising, 51-200 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed 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.

Vendor Response

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!

Replied January 2020

Jeff M

Verified reviewer

Internet, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2022

All in one business solution.

Its been good. The have helped me create over twenty one thriving businesses. I am still creating more.

PROS

The automation of all of the different Services needed to run a small business. CRM, phone, text in the app or desktop, email, scheduling, quotes, invoices, estorefront, Payment Gateway, Keap is all you need to run a local business.

CONS

The didn't have any pre configured solution for specific industry like contractors, handyman or brick and mortar stores, Doctors or Dentist, etc.

Reason for choosing Keap

The automation was limited and I get more complete service offering with Keap.

Reasons for switching to Keap

No automation and cost is very different...

Sonya

Financial Services, 1 employee

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

1

VALUE FOR MONEY

4

CUSTOMER SUPPORT

1

FUNCTIONALITY

2

Reviewed May 2023

Keep high cost out of your phone line!

Would use again if I was pressed for time, but wouldn't use long term

PROS

It's very quick to get started. Easy as well.

CONS

The ads were a bit too much. And random calls at all times.

Vendor Response

Hello Sonya, We're sorry to hear that you felt you were over-contacted by us. Glad to hear that Keap was easy to set up and quick to get started. We wish you the best in your future endeavors!

Replied May 2023

Joseph

Verified reviewer

Information Technology and Services, 5,001-10,000 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed February 2023

"Very complete program I highly recommend."

I have mastered it to the point of obsession and thoroughly enjoy it. It has helped me organize and maintain thousands of data while allowing me to create and send out countless unique marketing campaigns. It's been a long process, and it might be challenging to keep everyone who has to be involved in it well-trained. However, it serves its purpose as a sophisticated customer relationship management system.

PROS

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.

CONS

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.

Reasons for switching to Keap

No longer was the free version adequate, and the paid versions were out of my price range.

Vendor Response

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!

Replied February 2023

Katrin

Computer Software, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed January 2023

Ease of Use and Automation Make Keap a Must-Have for Small Businesses

Overall, Keap is an excellent CRM platform for small businesses. It is incredibly user-friendly and automates mundane tasks, making it easy to manage customer relationships. The lack of customization options and advanced analytics tools can be a downside for some, but for most small businesses, Keap is an excellent platform that is well worth the price.

PROS

Keap is an incredibly intuitive and user-friendly CRM platform for small businesses. The user interface is simple and straightforward, making it easy to navigate and find exactly what you're looking for. Automation is a great feature that saves time and effort, allowing you to set up automated tasks and campaigns to take care of the more mundane tasks. Overall, Keap is an excellent CRM platform for small businesses.

CONS

While Keap is great for small businesses, the lack of customization options can be a downside. There are limited options when it comes to customizing the look and feel of your CRM. Additionally, there are no advanced analytics or reporting tools, meaning you won't be able to get detailed insights into your data.

Reasons for switching to Keap

Keap stands out among its competitors for its user-friendly interface and excellent automation options. Additionally, Keap offers an affordable pricing structure, making it an attractive choice for small businesses. It's also easy to set up and integrate with other systems, meaning you can quickly get your CRM up and running. Overall, Keap is a great choice for small businesses looking for an affordable and effective CRM solution.

Wendell

Marketing and Advertising, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2022

The CRM that Keaps giving

Keap is a great CRM that has helped me take my follow up with clients and prospects to another level. As a serial CRM user this is by far the most robust CRM I have used that wasn't 2x the price of Keap.

PROS

I love how easy it has been to get this system up and running. Email marketing, scheduling appointment and keeping up with my prospects and clients has been seamless.My favorite feature is the phone number that was included with my plan.

CONS

The invoicing has been rough, some glitches with entering payment information. The appointments feature could use some more flexibility but is overall good.

Reasons for switching to Keap

The free version was no longer cutting it, the paid versions were too expensive.

Vendor Response

Hi Wendell, Thank you so much for taking the time to leave a review! I'm so glad to hear that Keap is an affordable and easy to use solution for your business. I will share your feedback about our appointments and invoicing features with the right teams here so we can create a better experience for our customers.

Replied August 2022

User Profile

Susan

Verified reviewer

Financial Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

2

VALUE FOR MONEY

1

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

Reviewed April 2021

9 Years of Torture

I spent 9 years with Infusionsoft and Keap trying to implement a cohesive, smooth, automated marketing system and never got it right. Finally I gave up and went to ActiveCampaign (more useful features for less money!)

PROS

I liked Campaign Builder the most but it was so difficult to set up, flawed, and lacking features that I had a love/hate relationship with it.

CONS

The limitations of all the features. It seemed that every feature sounded awesome on the surface but when you tried to implement it, there was always something missing or broken that rendered it unusable. Like SMS in campaign sequences or scheduling. Heck, I don't think they even have responsive order forms yet! I had to use ThriveCart.

Reasons for switching to Keap

I needed marketing automation not just a shopping cart.

Marisa

E-Learning, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2022

Total Fan!

I have been VERY impressed with the support and onboarding process Keap has and really like how user friendlily most of the user interface is.

PROS

I like how many services are rolled into one software here so I was able to cancel several other subscriptions and roll them all into just Keap!

CONS

There are some little holes I've noticed in what I am looking for that has me using other programs. That's to be expected though and I haven't been upset or surprised I need to keep other software subscriptions too. No one program can do absolutely everything for everyone's specific needs.

Reason for choosing Keap

I liked the price-point, customer service + coaching, and services available.

Reasons for switching to Keap

I was able to consolidate several different softwares into just 1 which is lovely and helps reduce complexity!

Vendor Response

Hi Marisa, Thank you so much for taking the time to leave a review! I'm glad to hear that Keap is a great solution for many different functions within your business.

Replied August 2022

Darpan

Verified reviewer

Marketing and Advertising, 201-500 employees

Used weekly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed May 2023

Suite of tools foe businesses

PROS

It helps me in automating my marketing campaigns like email and messaging campaigns but the main feature of Keap is its mobile app which is available on both IOS and Android which helps me to access my CRM through my mobile

CONS

Keap is very complex to learn sometimes the interface is irritating it takes time to get familiar with the platform layout

User Profile

Antonello

Verified reviewer

Farming, 11-50 employees

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed May 2023

its ok

PROS

great for a start up business and very affordable

CONS

its marketing around it is lackluster i only know about it because my classmate mom uses it for her food company

Vendor Response

Hello Antonello! Thank you for acknowledging that we are great for start-ups! We're glad to hear that you find us to be affordable. We appreciate the feedback on our marketing. We will pass that along to our team.

Replied May 2023

John

International Affairs, 2-10 employees

Used daily for more than 2 years

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

1

VALUE FOR MONEY

2

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed October 2019

Infusionsoft refuses to make simple fixes. Terrible for business to business!

I'm business to business and have spend over $100,000 on development to overcome its inadequacies.

PROS

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 it will switch you to first name. You can't choose the view to do your lookups and it defaults to the record view, which I never use. So every time I do a search that turns up multiple records I have to click on the list view. Another infuriating thing is that if you want to sort by a field in list view it defaults to zto a instead of a to z. They will never fix anything even if it is a 2 minute fix.

CONS

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 changed their url format I was stuck with over 3000 records with bad url's. So with any of their other fields you lookup the filled fields and then you choose mass update contacts and click on the allow blank fields to remove existing data. Well they didn't include the fields here so you can't do it. Maybe just export the records and replace the filled fields with empty into a csv file and import to remove the data. That doesn't work either. Blank field data won't replace filled data in a modify existing records merge. If you try chat support you will more than likely get a foreign support person (mine was from the Phillipines) who will act like he or she has never heard of this problems and make you explain it over and over and ask you to do a million unnecessary tests. I finally became so frustrated that I called support, got someone who at least admitted that it was impossible to fix. All the while I had the chat person on still instructing me to do more tests. The phone support person kept trying to get me to drop chat but I made her see how ridiculous it was.

Reason for choosing Keap

Because I'm brain dead!

Reasons for switching to Keap

Needed CRM to interface with website. Lame developer recommended and we didn't realize until we were far down the road that it is absolutely horrible for b2b.

Martin

Professional Training & Coaching, 2-10 employees

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

1

FUNCTIONALITY

4

Reviewed May 2021

I've never felt so uncared for as a customer

After 3-4 months of use, I want out. All because of the complete lack of customer service and support. I had high hopes for Keap, not gonna lie. Several other businesses in our industry has been using Infusionsoft (not to be confused with the other Keap offerings), and so it looked as if Keap could be of tremendous value and replace the handful of systems we used previously, allowing us to centralize our customer engagement around one platform. The migration of our other assets to Keap took a little longer than the max allotted time Keap had promised, and when it did come back it wasn't done. No updates on the progress, nothing of that sort to let your customers know how things are going. And no response from the person in charge a month after "I absolutely plan on looking into this and rectifying any and all issues." He may absolutely plan on doing it, maybe in 2022 but I wouldn't know since he's not responding, and the two customer success managers assigned to me aren't as well. I had a call with the first customer success manager who seemed awesome, only to be replaced with someone who keeps saying he will call me and email me back. No calls, no emails, no direc responses to emails. A great platform - mostly - where you can't get Ecommerce unless you opt in for the legacy version of the service, losing all your sales pipelines and deals data, with an excellent marketing automation engine, but terrible email and landing page builders, and atrocious support.

PROS

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 management, like sales pipelines and fairly solid contact views, although not as detailed as the HubSpot CRM for example. The onboarding experience was great and I worked with an expert who knew Keap inside out, and without it, the learning process would have been extremely steep I feel. However, Keap has custom fields and forms that you can use to tag and tie data to customers with, which makes it very powerful and offers excellent customization features, something I find very valuable to meet our business needs, versus being boxed in, in a one-size-fits-all contact view.

CONS

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, like the search field at the top of the dashboard only being limited to search for contacts, instead of the entire dashboard. Similarly, when you create a contact you have three options to tag them with; lead/client/other. If you don't mark the contact with any of these and click 'Save', you'll never find out that it's required to select one, no prompts. And they can't be edited, and you can't add additional options for reasons unknown. The landing page and email builders are just outright bad. With so many builders out on the market, and with it being such a central part of marketing, it's surprising that the builder is so immature. The focus has been on building out the marketing automation of Keap, and the builders are feeling the lack of love. We wanted to shift our need of having to use Instapage as part of our marketing stack, but with the builder being so darn bad, I may need to keep it, which for us means Keap is less value for money. Email and landing page templates are sorely lacking. No Ecommerce available for Max, only through the legacy version.

Reason for choosing Keap

Keap looked to be more mature and is widely used in our industry as the platform of choice.

Reasons for switching to Keap

We wanted to build our CRM and marketing tools around a single platform instead of a handful of them.

Jacob

Marketing and Advertising, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

2

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed August 2022

With the right customization, 3rd-party add-ons, and time... it can do anything

Personally, I've become an expert in it and love it. It allows me to customize and produce a high volume of marketing campaigns and keep thousands of records pretty clean. It's taken a long time to get there, and can be hard to keep everyone who needs to have their hands in it trained up well. But if you need an advanced CRM it does the job.

PROS

Incredibly high level of customization. Automation options are way above your beginner CRMs. Deliverability & email server reputation seem good. There are reports about everything imaginable (almost). Also over the last several years, they've been extremely active in adding new features and modernizing the platform.

CONS

To really use this to its full potential takes a LOT of learning or training. After years of being neck-deep in it, I can do a lot of things but it's sometimes difficult to train other people on the team to have the same level of use. This can be limiting if dealing with a large team. Improvements are being made but I wouldn't call this user friendly yet (using Max Classic version). If you're going to jump into this you should have a really competent marketing operations person who can lead the technical implementation and ongoing needs. Certain helpful features require 3rd party connections that cost extra but at the same time, they seem to be getting closer and closer to eliminating that with new features.

Vendor Response

Hi Jacob, Thank you so much for taking the time to leave a review! We're glad to hear that Keap is such a great solution for you. We do offer a variety of ways for customers to get trained on using Keap - including onboarding coaching, webinars, and more! We encourage anyone looking to get acclimated with Keap to take advantage of these resources.

Replied August 2022

Rebecca

Real Estate, 2-10 employees

Used daily for less than 12 months

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed February 2017

What's So Automated About Infusionsoft?

I have researched CRMs and Marketing Software for the past several years. As a REALTOR, the company software had changed multiple times, leaving my personal system outdated, which prompted me to see if it was time to invest and make a commitment to something I would know nothing about until I jump in with two feet and my pocketbook. So I did. I reviewed and tested a multitude of software and found many that I liked but none quite suited for the money vs. the features vs. my unique business needs. Hatchbuck, DaPulse, and 17 Hats are a few I can remember and recommend to varying degrees but each fell short of my specific needs and desired growth. And while several appeared cheaper at the onset, when estimating cost after growth (which would be the "long term") I realized paying a little more now for a consistent pricing may well be the best option. My group has 4-5 users and looking at 5,000 contacts - which need sorted and categorized and updated. So although I may not be concerned about limits on number of emails sent monthly - I did need to cap my user costs and contact costs hoping to grown to about 35,000 contacts. I spoke with all the professionals and most just didn't know what to do and each thought one was as good as another based on personal experience.

PROS

I tried many brands, however, each time I got a great email, an immediate response, a beautiful landing page I continued to see the name Infusionsoft. The research and features were outstanding. As I began looking at those at the higher level of business, which I wanted to obtain, I saw most, in a variety of industries, had chosen Infusionsoft. I was surprised when surveying the target group of Infusionsoft Users, they each were optimistic about their future commitment to continue their relationship. So I jumped in! I am confident it will be an investment of time, money and frustration of efforts - but I look forward to building system, upon a system and automating many general tasks and information sharing.

CONS

The investment was a minor con - but the prices have become more in line with the value as my years of investigation and research continued. The biggest con is the education investment and the delayed gratification of understanding this will be a process. My optimism has been a bit dampened with the realization I may not easily, understand trigger relationships and process. Additionally, my "initial payment" for training although friendly has been less than sufficient, and less than simple to establish a confidence that I can get it done in a year. However, I still believe I will be with the system for a long period of time, and patience and bridled expectations will become the new norm.

User Profile

Kavindu Githsara

Verified reviewer

E-Learning, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY