Keap Reviews

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.

Pros

For times when I need to take a break from work, it's helpful to have a system in place that automatically follows up with leads. I really like the automated email and text message sending, lead scoring, and reports on who is signing up for webinars.

Cons

Keap is missing crucial functionality and customer support that are essential for any expanding firm. As soon as they left the CRM, all outgoing emails were flagged as spam. The interfaces for their template makers were equally unattractive.

Pros

In my organization, we have been using Keap as our main CRM for tracking our sales pipeline efficiently, but it has also been extremely useful for active engagement and tracking of all our marketing. It is a very versatile tool that allows us a great variety of actions; it allows any activity related to audience segmentation, communication control, and marketing automation, among others, to be done with ease thanks to all the features and functions it integrates. The marketing automation it provides has been one of the strongest points of this tool. It has saved us a lot of time and money.

Cons

There is a learning curve when starting to use the product, which is normal for a tool so rich in CRM and marketing functionalities. In terms of analytics, there is room for improvement. Finally, it could be more flexible to integrate with third-party tools, but that is more limited.

Pros

I liked what this product was many years ago. Not so much in recent times.

Cons

Infusionsoft is broken for a few reasons. The first is that all out emails to Yahoo and Telus are bouncing. This is a problem that Infusionsoft has and knows about and has been working on for well over a month. As a result, expect days where some of your emails to Yahoo to go through, and days where none go through at all. For Canadians, that means all Rogers emails will bounce.

The second issues is the lack of knowledge from Infusionsoft's customer service. Expect the person on the other end to have a very small amount of knowledge, and expect that they will go away and ask someone for an answer. If you speak to someone else 5 mins later then expect a completely different answer.

Expect bugs. Lots of bugs. For example, sometimes contact field merging just doesn't work at all. Their workaround solution was to not mention the customers name in the email. "Hello John" should be replaced with "Hello".

Another problem is merchant integration. Infusionsoft (now known as Keap) have slowly but surely been removing 3rd party merchants from working with Infusionsoft. If you use Keap payments which is their own merchanting, then you should be alright. If you use another merchant service then expect things to fail for you. As an example we used Beanstream as our payment gateway until one day we got a message saying that Infusionsoft hasn't been working correctly with Beanstream for a few weeks. I guess having their own merchant inhouse means they can have full control.

Pros

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.

Cons

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.

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.

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.

Pros

I like that you have a business phone number that you can call and text from. This is what we use Keap most for. It allows all of my employees to use one phone number.

Cons

I wish that I wasn't constantly being logged out of the app. I do wish that round-robin booking was available for scheduling links.

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.

Alternatives Considered

ActiveCampaign and Ontraport

Reasons for Switching to Keap

Campaign builder

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Alternatives Considered

Mailchimp

Reasons for Switching to Keap

A lot of the big names in marketing always had "Infusionsoft" at the bottom of their emails so I knew they must know something I didn't. When I decided to try it out, I was thinking big, probably too big. I believed it would help my business grow. (It hasn't YET but I still am able to do more with Infusionsoft.) Once campaigns are set up and the kinks worked out I love watching them work for me.

Pros

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.

Cons

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

Pros

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.

Cons

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.

Alternatives Considered

Mailchimp

Reasons for Choosing Keap

I switched to Keap because the presentation I saw inspired me to what more I could be ding o expand my business. IN the end, it wasn't a good fit for the cost.

Switched From

Mailchimp

Pros

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.

Cons

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 do everything we discussed. Only after you sign an agreement do they tell you they do not train or provide programming themselves. Rather, customers are forced to repeat all the same specifications (4-hours including 4 highly paid vendors & staff = 16-man hours) again with a third party provider. Infuriating! The first third party provider (Success Engine) provided a statement of work on March 2. The end date was April 2. The statement of work communicated they were to complete a total of 10-hours of programming work. Long story short, they slow rolled the build out, missing deadline after deadline, and in June (yea June - to do 10-hours of programming?) provided us with a new quote (bait & switch) stating there was an additional 15-25 hours of programming work required to complete the build out per our specifications. Keep in mind those are the same specifications that we provided and reviewed with them in painstaking detail in February. Infuriating! After receiving the new quote in June we felt we had no choice but to push ahead because we were so far behind schedule and had invested so much time and money into the project. We gave them a deadline of July 1 and they quickly turned down the work because they said they wouldn't be able to meet the deadline. Infuriating! It ultimately took Success Engine until the middle of July to complete the original 10-hours of set-up/programming. Infuriating! So back to June when Success Engine turned down the work; we were forced to ask Infusionsoft to provide us with a new third party provider which of course required us to go over our specifications for a third time (4-hours including 4 highly paid vendors & staff = 16-man hours). The first contact with the new third party provider ThinkAutomateGrow (TrickApatheticGrievance). was mid-June. Once again we communicated our specifications to our assigned programmer and the next day that programmer had a death in the family and was gone. She passed us to another programmer. The new guy was around for about three weeks, didn't do much, then was fired by ThinkAutomateGrow. The first programmer reappeared for about two week but then reported that her son broke his arm. She didn't reply to emails or calls for the next 10-days. When she did reply she said she went on her honeymoon and the auto responder on her email must not have worked correctly. She introduced us via email and teleconference to the owner who spoke to us twice briefly by phone, and replied to a total of three emails. That brings us to last Friday, August 14, 2015. That was the absolute deadline for ThinkAutomateGrow to add us to his production calendar. He failed to respond. It is now Aug 19. The decision was made to use our own internal IT staff to create the programming necessary to connect our new website to Infusionsoft. I WOULD NEVER, EVER, EVER, DO BUSINESS WITH THESE UNETHICAL SO-CALLED BUSINESS PEOPLE.

Pros

This system has everything that needs for a business for up and running. Even for a startup business also able to adopt this system to their workplace very easily. The best feature that i saw is Email Automation. As a admin i was able to create and schedule lots of email campaigns for our customers. it is very easy and straight forward. Campaign builder interface is very user friendly. even my non computer literacy people also can build and automate an process within few minutes. It provides lots of integration options with third party applications. Also It provides lots of tools to manage our marketing procedures.

Cons

Nothing to complain but i would like to mention that there should be more tutorials/guides and onboarding trainings for users.

Pros

What I like the most about this software is that it allows me to organize and automate many of my daily tasks. For example, I can easily schedule a series of personalized emails for a marketing campaign and the software takes care of sending them to the right customers at the right time. I can also create custom contact forms and add them to my website, which helps me capture leads and automatically organize them in a database.

Cons

Some features that can be a bit confusing at first. When I was first setting up my workflows, it took me a bit of time to understand how they worked and how to customize them for my business. Also, while the tech support is great, sometimes I would have liked more customization options.

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.

Pros

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 [email protected] 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.

Cons

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 a lack of flexibility so as to tailor the frequency and type of contact necessary to suit the instructions or requests of potential sales leads. My situation turned into kind of a "test" to see how effectively the IS software platform is in responding to the needs & instructions of their sales leads, and furthermore how IS customer service deals with problems person-to-person. I found IS to be deficient in every aspect, as I received neither an apology nor any explanation from IS as to why they could not follow instructions, whether it was a platform programming problem, or a series of human errors at customer service.

Pros

Simple to learn and use. Navigation was ok, capable of making some good looking emails, email campaign system was pretty cool and easy to do with some limitations of what it could do.

Cons

Databases not linked, meaning if you make an email in their marketing area, you cannot save it and use it in your individual emails. Templates are not transferable, so you have to send individual emails by creating a tag of the customer name, apply the tag to the customer, then send a broadcast email for ONE email in order to use the template.

They SELL you on their ability to take email lists and mail to potential customers (say, from a trade show). But then they give you a HUGE legal disclaimer that won't allow you to actually DO this. They will charge you $250 per email which gets a complaint (I got zero, but I did not send to a generic list).

When you call to ask to do something, 50% of the time they are NOT available, or you have to wait up to about an hour on hold. There seems to be only ONE guy who knows the database and if you point out something like the incongruity of the databases, he will simply tell you "we can put this on our list of fixes" and then do nothing about it.

They spend an inordinate amount of time to help you buy or use free marketing setups in their "marketplace," but meanwhile they have so many glitches that they simply refuse to fix.

Pros

Infusionsoft isn't a perfect tool, but it's a solid choice for a small business without ambitions to scale rapidly (i.e. think accounting firm, not tech startup). The "all-in-one" nature of the tools is excellent as it simplifies marketing and sales operations for businesses without the resources to hire a dedicated person to manage disparate solutions and the integrations needed to make them interact. The campaign builder is pretty easy-to-use, the landing page editor is making serious strides, and the email editor is pretty great and requires zero HTML/CSS knowledge. The referral module is useful, especially for businesses just wanting a simple affiliate program. While I have a few gripes with the API, the available integrations are impressive. Some in the space (read: Zoho) really limit these as they want to force your hand to use their solutions, Infusionsoft doesn't. They offer a landing page builder but provide a great LeadPages integration. They offer eComm, but offer a great Shopify integration. Their consultant/partner network is impressive as well. Lots of specialized help available for customers who want it.

Cons

The campaign builder is great for a novice (i.e. the target market) but limiting for a more advanced user. I.e, you can't spark an action from an opened email or field value changing. The lead scoring isn't flexible, which is limiting for an organization with unique needs or a clear vision. The shopping cart and storefront builder aren't what I would call slick or flexible but hey.. they integrate with Shopify and many others if you need better. The USPS shipping integration leaves a lot to be desired, real-time estimates would be great. The CRM has almost no customization. Simply being able to hide unwanted fields would be a huge benefit to usability.

Pros

Infusionsoft simply has the best "all-in-one CRM" for the price. The marketing automation section of Infusionsoft includes a visual campaign builder for automated emails which I consider one of the best in the industry. The ability to create beautiful, mobile-responsive landing pages simply adds to the value of the automation. Pairing this automation with a CRM with robust capability for sales follow-up is what creates the value. The e-commerce and tracking reports are just a bonus.

Cons

Infusionsoft includes basic Lead Generation reports but true ROI reports require add-ons, such as Wicked Reports or Graphly. Such reports are critical for understanding from where your leads are generated and how to refine your marketing. Despite this being a downside, I would add that a software stack of Infusionsoft and Wicked Reports is often less expensive and more effective than other CRM alternatives. Additionally, Infusionsoft is planning to release advanced analytics baked into the platform shortly, or so I have heard.

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.

Pros

-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.

Cons

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.

Pros

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.

Cons

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.

Pros

I love the ton of possibilities this software offers, as well as its functionality. The interface is just infinite. It’s easily adjusted to your individual needs in business – the customization is just breathtaking. I was able to create a lot of action calls thanks to lead database management. I also learned a lot about process flows and how it’s related to making your business go forward. Setup requires some time and effort, but it’s all worth it. Saved a lot of my time. Everything is automated – your emails, your broadcasts etc. Learning curve a bit steep. You can integrate Infusionsoft with other software, like Google Sheets, to increase productivity in acquiring lead data.

Cons

While mostly I commend this software, especially for the wide range of features it gives, I don’t particularly like the new landing page design – although friendly, it makes you feel a bit limited. At the start, I had a lot of problems figuring out what to actually do with all this software. Even the available tutorial didn’t cover all my needs, so I had to self-train to get everything I wanted from Infusionsoft.