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Designed for freelancers, self-employed, micro-enterprise, small businesses, and medium-sized companies.
Healthcare practices of all sizes and specialties.
The capabilities of this software are amazing. Once you have an understanding of how it works, then it can do amazing things for your business.
The one problem with the software is that it is a beast of features and I can easily get lost in the minefield.
I like that it gathers all the reporting in one spot, makes it very convenient. I also really like that you can customize it however you'd like to best fit your company needs.
Customer service is horrible. I wanted to cancel BEFORE my next billing and they said that I had to schedule a call before I could cancel which is ludicrous.
I love the tracking of our opportunities with the access to forecast our high and low potential month by month. It's also wonderful to understand where the weakest points are for conversion.
The access to files and photos and emails is so limited and difficult and time wasting that I scream at it every time I use it. I hate this product and have for a while.
A solid platform with pretty much everything you would need from a CRM and lead/sales management software. Nice dashboard and interface with a solid resource library and interesting blog updates.
You know that they suck when they have to change there name so they can try and rebrand themselves but at the end of the day they are still confusionsoft.
I love all of the insights it provides for new leads. The information is crucial for marketing, areas of improvement in phone training and sales opportunities.
I had a hard time with not understanding the 'Decided' vs 'Undecided' calls at times. It would get confusing at times because we would think it should be one way and it was documented another way.
What I love the most is it is very easy and accessible to track new leads. It is user friendly and help patients and admin users to engage and reach out.
While Liine makes few mistakes, those mistakes are crucial to our bonuses.
They are on-trend with the current needs of the market and have a great pulse on where those trends are going. They are open to feedback and their team is a pleasure to work with.
I have not used the software long enough to know what it could possibly be missing.
We love our customer support manager [sensitive content hidden. She helps us stay on track and helps us understand the reports and areas we can improve in.
I dont like that when someone submits a request online that it calls the office right away. When I pick up people rarely answer.
Eli B.: Hey. I'm Eli. I'm a CEO of an SMMA, and we have less than 10 employees. And I give Keap a five out of five. So I was using HubSpot originally, and I use Keap for a lot of my other clients as well. I like Keap because the lead nurturing capabilities and automation are superior to HubSpot for a couple different reasons, one of which includes the Zapier integration. It's a lot more intuitive and easy to set up on Keap's side than it is in HubSpot, and the pricing definitely plays a role. So we chose Keap, and we implement Keap for a lot of our new clients and existing clients who already use it. We like to use Keap to nurture our leads that come in, as well as prioritize them based on where they are in the sales pipeline. Getting started with Keap was extremely easy. It's just the click of a button. There's some integrations you need to do if you want to integrate it with WordPress, or other marketing software that you use. The good news is it does have a pretty easy to use Zapier integration if you're familiar with that platform. So you could connect it to virtually any other marketing app you use. If you are looking for a CRM for your business, or just a way to automate your marketing efforts, I definitely recommend Keap. Not only does it have the capabilities to do everything, if you aren't able to figure something out on your own, their support team is fantastic, and can pretty much walk you through any step of what you're trying to accomplish.
Prioritize real-user-identified key features according to your needs to find your best fit.
Keap
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Liine
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