Keap Reviews

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.

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

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.

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.

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

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.

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.

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.

With the support of Keap, I am able to automate my clients' operations. Through the use of numerous opt-in methods, I am able to collect leads, develop and release goods, and set up automated distribution schedules for both products and campaign emails. In order to streamline the referral procedure, you can use the referral partner function.

If a contact does not seem to be actively engaged, Keap will mark it as opted out. To fully take advantage of the program's features, I believe it requires a significant time commitment to study each module and tool.

I loved how it was an all-in-one platform!

It was incredibly hard to set up and use because the sales person forgot to mention that it was a robust solution for the more experienced marketer. So when I was first learning to create funnels, Keap/Infusionsoft was just too advanced for me.

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.

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.

Its CRM is very user-friendly and mobile friendly

It was missing core automation segmentation features

Have been using Infusionsoft ---> Keap for 6+ years. We initially moved from HubSpot to Infusionsoft simply because HubSpot was too expensive for the size of our company or what we were looking to accomplish with simple campaigns.

I feel like Keap has not stayed on the cutting edge--seems a little behind the times now, honestly. We're looking at Klaviyo now and it seems like their campaigns, analytics and action sets will be easier to execute.

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.

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

We love Infusionsoft because it is user friendly, intuitive and we have been able to combine our marketing campaigns into the software.

I can't really say anything negative about Infusionsoft.

I thought it was going to manage all of my CRM, Email Marketing and Reporting...but in order to interface with the Infusionsoft/Keap platform I needed to continually hire experts who tried charging me $3,500 per month on top of what I was paying Keap.

Way too complicated. When you sign up, included in your set up is the cost for an expert -- who you think is working for Keap...but they're an independent contractor who is being paid a cut rate to get you up and running. After your set up, they will charge you THOUSANDS to fix and adjust your account.

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.

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

I really like the way campaigns operate and that you can install forms directly into the website. It is something where you get what you pay for and it shows. While they offer a way to get things done it is not always the easiest or smartest way. There are usually ways to work around issues but not direct solutions.

What I have found is that there are real problems with integrations and each update seems to cause added glitches. The whole identifying that we have permission to respond to someone who contacts us online is a giant pain. I know that they don't want to assist spammers but they are making it harder for us to respond. Often we have to go in and send out a confirmation email to someone in order to put them into an appointment reminder campaign. Which is absolutely ridiculous. If they have an appointment we are not spamming them. The other issues are the integrations that they blame the party trying to integrate with and they offer ZERO assistance on their end. They make you go find developers instead of having people on staff who could charge per integration. It is annoying and makes integrating much harder than it should be! Also even using Zapier we have had issues with integrating, It causes multiples of contacts to be sent and then it causes the problems with making it work correctly to the point we just disconnected!

I like being able to set up campaigns that run the full year making sure the customer is kept in the loop. With proper tags I can see that things are running smoothly.

1) Support. If you are in the US I am sure that support is much better but being 9 hrs ahead of the IS HQ I am usually stuck with the total waste of time 'Chat Support'. Two years ago support would have gotten 5 of 5, today I would give it one star at best.

2) The platform is about 5 years behind the times. Powerful but the look, usability, and feel are dated. If they don't get on this in the next year or two I would expect serious competition to start circling.

3) They remove useful tools, replace with simplicity, and then pat themselves on the back for their own awesomeness. I can write a book about the lack of flexibility in the new (1 year) email builder that was stripped of most of the designing strengths. When they added the ability underline text 4 months in (seriously) they cheered themselves to no end. How email builder was rolled out without the ability to underline is a headscratcher and I am never going to stop complaining about the removal of the HTML snippet.

***Sorry, it's always easier to remember what you don't like than what you do.

Customizability is my favorite part of Infusionsoft. It is very powerful to be able to have it do exactly what you have dreamed up. It seems pretty simplistic at first, but when you get into it, you start to realize that the possibilities are endless of what you can accomplish and do with it. For me the CRM and Campaign builder are doing automated tasks for me that would take our team hours to accomplish, and catching our sales and fulfillment process at critical time points to make sure our patient experience is the best it can be.

I really love and use campaign builder . . . a lot. You can make campaigns do whatever you want AND make them start to perform based on the interaction that your customers have with the campaigns. That is very powerful and one of the big differentiators IS has from other software I have found.

I've used IS for about 4 years now and I'm building new things every week to help reduce the tasks I do and my employees do.

I also love the community. Going to ICON (the conference that infusionsoft puts on) was one of the best experiences I have had as a business owner. It was amazing to see thousands of small business owners making things happen and helping each other.

Infusionsoft really does live by its tag line "We help Small Businesses Succeed."

There is work involved. I'm not really trying to be facetious. So many times we want a silver bullet that makes everything as easy as wasting 6 hours on your friends facebook feeds. In life in general, it's not easy to customize anything, but when it is finally tailored right to what your business needs, it is very powerful. Infusionsoft isn't a few clicks here and there and over with, but if it were, it wouldn't be the powerful machine it is. So you have to be willing to invest in harnessing it to your wagon and making it work for you. That investment can potentially involve you or your staff learning how to use it, and/or hiring third party companies who help you get it doing what you want it to do. As long as you go into it knowing that there is tremendous benefit from both of these investments, your business will be influenced for the better.

Infusionsoft has a lot of things that are cookie cutter easy, but I think of it more like a cookie cutter maker than some software that does one or two things well and leaves businesses lacking in functionality or customizability. Learning the skills I have gained in Infusionsoft have totally transformed the way I think about marketing to my patients and everyone around me.

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.

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.

Infusionsoft has been invaluable for the growth of my business. As a one man show currently running a cash based physical therapy practice, the biggest struggle I had prior to Infusionsoft was organizing and tracking all of my new leads, and implementing an easily trackable and repeated follow-up system. With Infusionsoft, I'm now able to tag and track every single lead that inquires about my services from the initial touch point all the way up to becoming a paying client. It's taken the stress out of managing new leads and follow-ups and has given me the freedom to focus on my clients. Not only that, but I've also been able to create campaigns that target patients after they're done working with me in addition to easily sending out broadcast emails weekly, which allows me to easily stay in touch with all the people that I've worked with. This helps me to stay top of mind so that when something does pop-up, or a friend of theirs has a need, I'm the first person they think of. In short. Infusionsoft has been invaluable for the growth of my business and I'd highly recommend it to any small business who is serious about growing.

The only con to speak of would be the learning curve. Luckily, I had some professional training to start my Infusionsoft experience, otherwise learning the ins and outs of the system would have been a little overwhelming. That said, it's completely worth investing the time to learn because once you've learned the system, it makes the day to day operations of running your business SO much easier.

Infusionsoft is very, very powerful when the implementation is thought out, most functions are used, and it is maintained in the marketing programs of businesses. The Campaign Builder has incredible power in building marketing and business automation for a business. I've built a lot of automation for my clients that takes much of the workload of staff and owners. It also provides ways to provide information to staff and management without them having to log in constantly.

Infusionsoft has an APi that makes specific customizations possible and allows for numerous external apps that add function, value, and ease to Infusionsoft.

The ecommerce shopping cart has always come up short for processing multiple products. The single order forms are functional and useful. Again, Infusionsoft's API and developer relationships provide for enhancements and substitutions for areas that might be lacking.

I got hooked by the automation as follow-up is so important in business and is often overlooked or forgotten by a business. Set it up right and your clients will love how attentive you are ( and you haven't thought about them once!)
I love the easy build newsletter templates and the webforms are great for building your database and getting enquiries! Plus there is the benefit of the online wall.

Sometimes email broadcasts don't make it through company firewalls and simply hard bounce. And the fact that I live in Australia and we still have to call and liase at silly times (6am or 11pm) to get support is not cool.