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Keap
4.2
(1,468)
(Formerly Infusionsoft)
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Keap Reviews & Product Details

Keap Overview
What is Keap?

Formerly known as InfusionSoft, Keap is an all-in-one, cloud-based sales, and marketing software option offering customer relationship management (CRM), marketing automation tools, and eCommerce features. Keap is the preferred platform for small businesses that rely on the platform to streamline sales and manage customer experiences in a single suite. Using Keap, users can segment contact, manage and track customer interaction, send emails, and create tailored campaigns with personalized communication triggers. Users can also use Keap to manage eCommerce with inventory management features, payment gateways, and purchase fulfillment features.

Company Keap
Year founded 2001
Company size 201-500 employees
Headquarters Chandler, Arizona, United States
Social Media
Managed by:
AG
Axel Grubba
Founder
Keap Categories on Findstack
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What Keap is best for?
How does Keap compare to Act!?
What are the pros and cons of Keap?
Keap Product Details
Capabilities
API
Segment
Small Business
Mid Market
Deployment Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone
Support 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
Training Documentation
Languages English
Keap Features
API Access
Appointment Scheduling
Call Logging
Collaboration Tools
Contact Management
Customer Feedback Management
Customer Segmentation
Customer Support Ticketing
Customizable Dashboards
Data Import/Export
Document Management
Email Marketing
Lead Management
Live Chat
Marketing Automation
Mobile Access
Order Management
Product Catalog
Quotes/Proposals
Reporting & Analytics
Role-Based Access Control
Sales Forecasting
Sales Pipeline Management
Social Media Integration
Survey Management
Task Management
Territory Management
Third-party Integrations
User Permissions
Workflow Automation
Keap Media
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Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: July 03, 2024
Keap Logo
1,468 Keap Reviews
4.2 out of 5
Small Business (50 or fewer emp.)
Apr 27, 2021
 Source
Overall Rating:
5.0
SC
Sarinette C.
Founder
Share
"KEAP = Best CRM in the world 🌍!"
What do you like best about Keap?

Everything! Is just the best CRM in the word!

What do you dislike about Keap?

Nothing. It have everything you need to succeed as a business owner.

What problems is Keap solving and how is that benefiting you?

Keap is like my personal assistant but is better: It works 24-7 365 day a year! It save me about 15 hours per week.

Small Business (50 or fewer emp.)
Apr 22, 2021
 Source
Overall Rating:
5.0
SD
Sarah D.
Owner
Share
"I love Keap!"
What do you like best about Keap?

I love how easy it is to use the system. Training was a must, however, Matt was brillant, supportive, patient, and knowledgable. He made sure I had everything I needed to know and where to find it if I realized later I had a question.

What do you dislike about Keap?

The only thing I disklike is the limited options of payment processing integrations. I use Square and have for a long time, but Square doesn't have an integration for Keap. Instead, I had to open a new account with another company. Not a bad thing, but not the easiest.

What problems is Keap solving and how is that benefiting you?

Time! I am solving the problem of time! No longer do I need to retype email broadcasts every time I want to send a new one. No longer do I need to manually set up appointments for new contacts. All of this is done for me! Keap makes it so easy to quickly do everything I need to do. There are limitless possibilties with their automation system. When a potential client emails me via my website form, an email is automatically sent back to them that allows them to book an appointment with me then a second is sent (after booking said appointment) with information they need to know before going into said appointment. All of this happens without me ever needing to take the time to manually respond. It's such a life saver.

Small Business (50 or fewer emp.)
Apr 22, 2021
 Source
Overall Rating:
5.0
JM
Judith M.
Director Of Client Services
Share
"Keap = New Clients"
What do you like best about Keap?

Keap is crucial to the client lifecycle. From initial client contact, automatic emails, follow-up reminders and data storage, Keap is like having a personal assistant that reminds me what the next step is with each client and what their needs are. The customer service from Cathy and Madelyn, is outstanding and they even program the product to our specific needs as they arise.

What do you dislike about Keap?

There is truly nothing I dislike about the product.

What problems is Keap solving and how is that benefiting you?

All of the lead histories are in one place. Previous contact details can be easily accessed and saves a lot of valuable time.

Small Business (50 or fewer emp.)
Apr 22, 2021
 Source
Overall Rating:
5.0
GH
G Abby H.
Ceo
Share
"Keap rocks for my coaching business!"
What do you like best about Keap?

Easy to use and learn. Help feature and chat feature are awesome!

What do you dislike about Keap?

Pop-ups in landing pages, ability to book an appointment in a specific type as an admin for any time - even if the calendar shows no availability, ability to book recurring appointments as the admin, wish there was an option like Kajabi for online courses and document uploads on the landing pages.

What problems is Keap solving and how is that benefiting you?

Events online with landing pages, coaching clients, emailing my audience and networking.

Small Business (50 or fewer emp.)
Apr 22, 2021
 Source
Overall Rating:
5.0
TH
Tom H.
Coordinator
Share
"Follow-up has never been easier!"
What do you like best about Keap?

It's been great for initiating database calls, and initiating the follow-up is just so easy. Lot's of opportunities to track all forms of communication and keep it in one place that is hyper-easy to access. Great for noting the relationship you are building with customers and clients.

What do you dislike about Keap?

No major complaints. Like all systems, the integrity and accuracy of the info entered will reflect how valuable the information will be.

What problems is Keap solving and how is that benefiting you?

I used to have issues following up with different clients who were at various stages of the purchasing process. Keap allows me to streamline the information and to avoid missing deadlines and follow-up dates.

Small Business (50 or fewer emp.)
Apr 19, 2021
 Source
Overall Rating:
5.0
EM
Elizabeth M.
Realtor
Share
"Great for a complex business set up"
What do you like best about Keap?

I really thought that the one on one coaching was essential

What do you dislike about Keap?

I think its a bit labor-intensive to set up

What problems is Keap solving and how is that benefiting you?

Staying in contact with my existing clients and growing organically from my existing contacts.

Small Business (50 or fewer emp.)
Apr 13, 2021
 Source
Overall Rating:
5.0
CG
Clifford G.
Owner/Founder
Share
"The right software for me!"
What do you like best about Keap?

Keap is an exceptional company that has allowed me to be more places at once doing more things for my business that I could have ever imagined...

What do you dislike about Keap?

On occasion, as is the case with complex systems, my campaigns become a bit too convoluted to be reliable but that's as much on me as Keap.

What problems is Keap solving and how is that benefiting you?

My email and marketing reach and focus have been dramatically improved resulting in new clients and sales in a way I couldn't do on my own.

Small Business (50 or fewer emp.)
Apr 13, 2021
 Source
Overall Rating:
5.0
JH
Julie H.
Enrollment Counselor
Share
"Keap Makes My Job EASY!"
What do you like best about Keap?

I like the functionality of the software to cover account records, notes, tasks and marketing opportunities. The visual organization of daily tasks and dashboard function make my daily jobs focused and productive! Being able to send email campaigns, broadcasts and tag customer needs provide individual service to each person that comes to our website.

What do you dislike about Keap?

I don't love the app, but the laptop/desktop version is amazing!

What problems is Keap solving and how is that benefiting you?

Follow up and the nurture flow for our clients is incredible on KEAP. No one falls "through the cracks". The Tasks and Note section make it possible for a new employee to pick right up where the last communication left off. Everyone who comes to our website gets a customer record in Keap and this makes it possible to contact and stay connected to meet their needs.

Small Business (50 or fewer emp.)
Apr 08, 2021
 Source
Overall Rating:
5.0
Scott C. avatar
Scott C.
Co Founder
Share
"Infusionsoft (Keap) can do everything"
What do you like best about Keap?

It may take a while to learn where things are in the menus, but once you get it, you get it. Everything you need for CRM is here. My fave feature is the first-in-its-class campaign builder that's perfect for visual thinkers like me.

What do you dislike about Keap?

Email lists are tightly monitored and become unmarketable if you don't frequently broadcast. Using DKIM authorization for sending email is pretty much a necessity now.

What problems is Keap solving and how is that benefiting you?

Very complex funnels are a breeze as they are all laid out and interconnected visually. It's great for any business.

Small Business (50 or fewer emp.)
Apr 08, 2021
 Source
Overall Rating:
5.0
LM
Leesa M.
O
Share
"KEAP has training for your success"
What do you like best about Keap?

I was blown away at the amount of training I received from professionals that used KEAP in their own businesses. Not a call center but actual professionals that cared about me successfully using KEAP

What do you dislike about Keap?

I did not realize the learning curve I needed to create campaigns.

What problems is Keap solving and how is that benefiting you?

Creating automation and landing pages

Small Business (50 or fewer emp.)
Apr 08, 2021
 Source
Overall Rating:
5.0
MS
Malcolm S.
Director
Share
"More than just automation"
What do you like best about Keap?

Keap's Automation Hours are aimed at growing businesses like ours, full of inspiring ideas and techniques for selling and delivering our training and coaching service.

What do you dislike about Keap?

So much is crammed into an hour it is sometimes hard to keep up. Repeat viewing is advised!

What problems is Keap solving and how is that benefiting you?

How to engage and nurture existing and potential clients with a light touch and a serious purpose.

Small Business (50 or fewer emp.)
Apr 08, 2021
 Source
Overall Rating:
5.0
MD
Michael D.
President
Share
"Automate Tasks and Get Paid FAST!"
What do you like best about Keap?

I love how easy Keap makes it to automate routine tasks. I have learned to save time by creating automated systems. My clients are served better and I have more brain power to focus on high-payoff activities. I also love how easy it is to create new products and set up payment systems. Keap makes earning money simple.

What do you dislike about Keap?

The only downside to Keap is the landing page builder. We do use it for some things, but it is not as robust as other systems.

What problems is Keap solving and how is that benefiting you?

I don't have to think about following up with prospects because we have created automated campaigns to do this for us. Our clients are served better and we have more time to generate more business.

Small Business (50 or fewer emp.)
Apr 08, 2021
 Source
Overall Rating:
5.0
CT
Crystelle T.
Ceo
Share
"Launchy.io loves Keap"
What do you like best about Keap?

The power of automation in business. The sales and marketing automation is always getting stronger and stronger. Gives us a lot of leverage

What do you dislike about Keap?

Nothing, I know software is always developing and getting stronger. If something doesn't work they always address it

What problems is Keap solving and how is that benefiting you?

Automate our online coaching that has saved us over 30 hours a month admin time

Small Business (50 or fewer emp.)
Apr 06, 2021
 Source
Overall Rating:
5.0
Cathy D. avatar
Cathy D.
Chief Connector
Share
"Reclaim your time and sanity by using this software powerhouse!"
What do you like best about Keap?

The best part is how user friendly it is and all the levels of support.

What do you dislike about Keap?

What do I do with all the time I've reclaimed? Just kidding... now I can focus on things I enjoy instead of the busy-ness of business.

What problems is Keap solving and how is that benefiting you?

It's so easy to connect, stay connected and nurture both prospects and clients. I don't have to worry about any tasks falling through the cracks or trying to remember every detail in my brain / notepads / post it notes. Pretty sure I'm saving some trees here!

Small Business (50 or fewer emp.)
Apr 06, 2021
 Source
Overall Rating:
5.0
DV
Dyna V.
Founder
Share
"Great Software and great support"
What do you like best about Keap?

I started with Keap Pro and really loved the canvas and campaign builder. I wanted a robust system that would adapt to my changing needs. The online training really helpful, and the help desk was fantastic when I got hung up. But when I started using a shared campaign that had been built using Infusionsoft, I realized the time and date functions wouldn't work in Keap Pro. I wanted the functionality of Schedule Once, so I upgraded to Infusionsoft Max Classic. I really like the ability to add features. It's working so smoothly now.

What do you dislike about Keap?

I asked the questions about the differences between Keap Pro and Max Classic, but I didn't really understand the explanation. If I'd known about the time/date problem for those using Schedule Once, I would have gone to Max Classic right away.

What problems is Keap solving and how is that benefiting you?

I am looking to automate as much of my business as possible. Keap helps me do that. It stops emails when the desired goal has been reached. It sends out ongoing client feedback emails so that clients are always monitored without my direct attention at every stage.

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