# Keap Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Keap the right Email Marketing solution for you? Explore 1298 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/76390/Infusionsoft/reviews

---

Keap

4.1 (1298)

[View alternatives](https://www.capterra.com/p/76390/Infusionsoft/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

* * *

Last updated March 13th, 2026

# Reviews of Keap

Ease of use

3.6

Customer Service

4.0

## Pros and Cons in Reviews

Comprehensive business process automation

94% positive reviews out of 106

Most users report marketing automation streamlines sales, customer management, and repetitive tasks, saving significant time.

Steve F

Lead Software Engineer, 51 - 200 employees.

"The marketing automation it provides has been one of the strongest points of this tool."

Frequent technical glitches and bugs

78% negative reviews out of 143

Most users indicate bugs and issues disrupt workflows, cause slowdowns, and require time-consuming troubleshooting and support escalation.

Advanced email campaign builder

94% positive reviews out of 87

Most reviewers describe campaign email tools as robust, customizable, and effective for automating targeted communications and follow-ups.

Jeremy D

Support Team Leader, 2 - 10 employees.

"Everything from prospect information capturing to automated email campaigns to saving information about forms and payments makes it simple to locate what I need and keep it organized."

Limited and complex reporting tools

59% negative reviews out of 51

Most reviewers find reporting lacks customization, is difficult to use, and fails to meet diverse business needs.

Centralized client relationship management

91% positive reviews out of 69

Most users comment client management features help organize contacts, automate follow-ups, and maintain consistent communication.

Karyn K

Owner, 2 - 10 employees.

"Keap has a multi-pronged approach to client management that makes tracking and maintaining client communication easy."

Difficult subscription cancellation process

100% negative reviews out of 34

Most users report cancellation involves confusing policies, persistent billing, and unresponsive support, causing frustration and financial loss.

## Showing most helpful reviews

Showing 1-25 of 1298 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Chris L.  
Operations  
Publishing  
Used the software for: 6-12 months

### "An all in one platform for customer management."

April 6, 2026

4.0

Super easy to set up, customer aquisition and follow up tool that includes billing and invoicing options make for a good all in one solution for a growing business.

Pros

We're looking for an all in one customer relationship hub, and Keap popped up on our radar. It's an all in one platform for customer aquisition and management that is easy to set up and simple to use.

Cons

The price. AI is making these multi-platform solutions cheaper, which is good for optimization, but this particular platform is on the higher end of price for what you get.

Review Source

GV

Gert V.  
Board Member  
Fund-Raising  
Used the software for: 2+ years

### "You need patience until you have really programmed everything to your company's need."

June 16, 2025

5.0

Customer activities are processed and mapped. Processing and the interface to the backend are optimized. A faithful companion in everyday life.

Pros

There are extensive customization options and even larger data sets can be easily edited. A good overview is also provided.

Cons

The design is a bit outdated. Connectivity to other programs is difficult to achieve. Mobile apps are only possible to a limited extent.

Switched from

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/)

Nothing really motivated me to switch to Keap but I already like the mobile app more.

Review Source

Response from Keap

June 18, 2025

Hi Gert, Thank you for taking the time to share your experience with Keap. We really appreciate your honest feedback. We’re glad to hear you’re finding value in the customization options and data management features. It’s great to know Keap is serving as a reliable companion in your daily workflow. We also appreciate your notes on areas for improvement, especially around design, integrations, and mobile functionality. Thanks again for choosing Keap. We’re excited to keep supporting your business as it grows!

VR

Verified Reviewer  
CEO  
Marketing and Advertising  
Used the software for: 2+ years

### "Keap? Not worth keeping anymore !!!"

August 21, 2025

2.0

Way too much time on the support line for hit or miss solutions, and the ever increasing price for a product that is not keeping up feature wise for the price they are asking.

Pros

It has a nice looking interface, if that is a pro at this point, as there are way too many cons to be able to consider the UI/UX appearance as an advantage here.

Cons

Limited customization, and unreliable, the software is clearly very old hobbled together code that is not really able to keep up with its competitors

Review Source

Response from Keap

August 29, 2025

Thank you for taking the time to share your honest feedback. We’re truly sorry to hear about your experience and the frustrations you’ve encountered. While we’re glad you found the interface appealing, we understand that the challenges you mentioned outweigh that benefit, and that’s not the experience we want for our customers. Even if we weren’t the right fit for you, we sincerely wish you the best moving forward and continued success with your business.

David V.  
Lead Developer  
Information Technology and Services  
Used the software for: 6-12 months

### "Powerful Tool That Can be Overly Complex"

January 12, 2026

4.0

I found it to be a powerful email marketing and outreach tool, but a little overly complicated for my use case at the time.

Pros

Keap is great for providing an all encompassing solution for customer outreach and management as well as email service for small and medium sized businesses.

Cons

The level of complexity that you can quickly get to with this software makes it easy to get in over your head and become frustrated with the processes they have available.

Review Source

VR

Verified Reviewer  
Marketing Director  
Telecommunications  
Used the software for: 2+ years

### "Excellent automation and search, limited templates "

May 30, 2025

4.0

Pretty good for the cost, and custom options. The UI doesn't look that modern, but it works well. Their integration team is good.

Pros

Super easy to setup. Excellent search and automation options for the price. Also was able to integrate our SMS api pretty easily and build an integration. Good developer support.

Cons

Template options aren't the greatest, and when you use your own HTML - once it sends, it gets corrupted with their code. So, you have to keep saving HTML emails externally and copy and pasting them back in.

Switched from

[ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)

Active campaign had very poor search options, and limited automation features

Review Source

Response from Keap

June 5, 2025

Thanks so much for sharing your feedback, we really appreciate it! We're glad to hear you're finding value in Keap and that our developer support has been helpful along the way. We also appreciate your note about the email templates and HTML editing. That’s great feedback, and we’ll be sure to pass it along to our product team as we work on improving the experience.

ES

Erik S.  
CEO  
Logistics and Supply Chain  
Used the software for: Less than 6 months

### "Keap Review"

July 27, 2025

4.0

Overall the Keap software is one of the most advance systems compared to others on the market today. The price comparison is a bit above average but for what you receive it is worthwhile.

Pros

I love the dedicated numbers to your team were they are able to receive and send calls and text and tracks in the keap system.

Cons

They have thousands of integrations but not of all the integrations into keap work. This is something that needs to be addressed before informing that you have a integration with that program and ensure it works well before announcing it.

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing Keap

They were not the cheapest but they had the most advanced features, there customer service was the best and the sales team was very helpful.

Switched from

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

Needed a more advance system then what we were currently using with Zoho CRM.

Review Source

Response from Keap

August 29, 2025

Thank you so much for sharing your experience and for highlighting what you love about Keap, especially the dedicated numbers and communication tracking. We’re thrilled to hear that our advanced features, customer service, and sales team stood out and made a positive difference for you. We also truly appreciate your feedback about integrations. It means a lot that you chose Keap even with other options on the table, and we’re grateful to have you in the community. Wishing you continued success as you grow your business with Keap!

RD

Ruel D.  
Bookkeeper and Admin  
Recreational Facilities and Services  
Used the software for: 1-2 years

### "Great Tool for Small Business Growth, But With a Learning Curve"

November 8, 2024

4.0

My experience with Keap has been mostly positive. It's a solid tool for businesses aiming to automate their processes and centralize their customer interactions. After getting over the initial learning curve, I found it invaluable for managing customer relationships, automating marketing, and tracking leads.

Pros

Keap offers powerful automation tools that can streamline workflows, automate follow-ups, and enhance customer engagement. It’s a game-changer for small businesses looking to grow without needing to hire additional staff.

Cons

Keap’s interface can be challenging for beginners. Some features feel complex, and it may take a while to get comfortable using the platform, especially if you aren’t familiar with CRM software.

Alternatives considered

[ClickUp](https://www.capterra.com/p/158833/ClickUp/)

Reason for choosing Keap

Keap’s automation features are tailored to nurture leads, engage customers, and manage follow-ups, helping to streamline the entire customer journey. This automation is key for businesses looking to build relationships and improve conversions, whereas ClickUp is primarily focused on task and project tracking rather than customer engagement.

Review Source

Response from Keap

January 28, 2025

Hello Ruel, Thank you for your thoughtful review! We're so glad to hear that Keap has been a valuable tool for streamlining and automating your business. We’re always working to make the platform as user-friendly as possible. If you ever need support or resources, our team is here to help. We appreciate you choosing Keap and sharing your experience!

MT

Michele T.  
CEO, Founder  
Management Consulting  
Used the software for: 6-12 months

### "Keap - Stellar in All Ways"

October 29, 2024

5.0

Great! I especially like their workflow automations and how easy it is to create one. I also appreciate Keap's sincere desire to keep things simple while providing incredible functionality.

Pros

It's very intuitive for me and easy to use. I love the full functionality that does everything I need in a CRM. Their focus on customer satisfaction is unparalleled.

Cons

The dashboard is a little bit busy, though not a big concern.

Alternatives considered

[Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Mailchimp](https://www.capterra.com/p/110228/MailChimp/)

Reason for choosing Keap

Keap offered the most functionality combined with the greatest ease of use and the platform can be added to/upgraded if needed.

Review Source

Response from Keap

December 20, 2024

Hello Michele, Thank you for your wonderful review! We're thrilled to hear that you find Keap intuitive and packed with the functionality you need. We’re always working to strike the right balance between simplicity and power, and your feedback inspires us to keep improving. Let us know if there’s anything else we can do to support you!

KK

Karyn K.  
Owner  
Education Management  
Used the software for: 2+ years

### "Great software that just needs some work on mobile stability"

October 10, 2024

4.0

In general my experience with Keap has been positive and I've absolutely loved their core functionality and features. I'd hope to see them focus more on stability for existing functionality rather than rushing to roll-out new features.

Pros

Keap has a multi-pronged approach to client management that makes tracking and maintaining client communication easy. From automated pipelines, to texting, to an easy tagging system that keeps email lists clean and organized, they give you everything you need run a small to mid-sized business. Their customer service has also been strong, especially if you join their online support platform.

Cons

Mobile app stability, especially on Android, is low. I often have to reinstall the app to fix issues with it crashing. This is a significant issue if I need to use my business line urgently. The app freezes up and then takes a 10-15mins to uninstall and reinstall.

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)

Reason for choosing Keap

Keap was superior in pricing and automation options compared to Twilio and Salesforce, while offering more client communication options/automation than MailChimp.

Review Source

Response from Keap

December 20, 2024

Hi Karyn Thank you for your feedback! We're glad you love Keap’s features and automation tools. We’re actively working on improvements to ensure a smoother experience, and appreciate your patience. Feel free to reach out to support if you need help—we’re here for you!

Jackie S.  
Self employed  
Retail  
Used the software for: 6-12 months

### "Software that works"

September 28, 2025

5.0

Pros

It assists me in automating numerous follow-up activities, email marketing initiatives, and general coordination. The system's automated and entirely customizable method for capturing leads from the website, responding automatically and keeping communication ongoing with potential customers is what I appreciate about it.

Cons

As of right now I don’t have anything to input, so far it has been great with no problems whatsoever

Review Source

Response from Keap

September 29, 2025

Thank you for taking the time to leave a review! We're happy to hear that things have been going well!

VR

Verified Reviewer  
Editorial Coordinator  
Arts and Crafts  
Used the software for: 2+ years

### "Real hit or miss"

June 8, 2023

3.0

Great software but really lacking on the customer support end. Towards the end when the bills increased and began to add up, we were told by customer service that we could be put on a special payment plan. This was great news, but unfortunately the sales team did not communicate with the tech team, who permanently deleted our data off their systems before the financial arrangement could be setup. Fortunately we backed up most of our data, but that lack of communication could have been disastrous for any other business.

Pros

They were able to customize the software so that it met our needs as a database for managing subscribers. There was virtually no downtime in the years we were with this company. Once users were trained on certain tasks, it was very easy for employees to pick up the software and become comfortable with it.

Cons

The pricing structure charges by the amount of contacts you have. We logged every sale into this database from even one-time customers, which added up over the years to a point where we were paying hundreds each month for a database of users who were not active. The underlying system also seems to be geared towards companies who are interested in cold calls and commission-type sales jobs. While they did customize their software to fit our needs we were still warned that we were required to send communications through their specialized tracking system in order to measure engagement and leads. Our regular email blasts were not considered good enough.

Switched from

[Microsoft Access](https://www.capterra.com/p/233275/Microsoft-Access/)

Wanted robust, online software rather than a localized server.

Review Source

Response from Keap

June 27, 2023

Hello, Thank you for taking the time to leave us a review. We're glad to hear that once trained, your employees easily picked up Keap and became comfortable with their assigned tasks. We're sorry to hear that you didn't leave on good terms. If you'd like to reach out to our team, we're happy to look further into your payment plan situation.

Dylan C.  
marketing  
Food & Beverages  
Used the software for: 1-2 years

### "Automations that facilitate processes"

October 18, 2024

5.0

The scheduling of appointments with clients makes it possible to have the follow-up of each client from the beginning, giving a good service and building good sales

Pros

Keap has been a guaranteed ally to automate activities that make potential clients have a perfect follow-up and value them more without leaving other clients behind, it helps to market products in a more professional way with marketing management that increases income and decreases workflows

Cons

The free trial they gave me did not have all the functions activated, they should enable everything to be able to manage all their tools from the beginning

Review Source

Response from Keap

November 7, 2024

Hello Dylan, Thank you for sharing your experience with Keap! We appreciate your feedback on the free trial. We understand the importance of exploring features, and your input will be helpful as we continue to refine our trial experience. Thank you for your thoughtful review and for choosing Keap to support your business success!

GB

Gerencia B.  
General Manager  
Transportation/Trucking/Railroad  
Used the software for: 1-2 years

### "Great sales automation platform for my growing team"

April 12, 2025

4.0

Pros

For tracking of the deals I followed Keap’s pipeline management functionalities throughout end to end. The automatic status updates with the team helped task coordination while the integration with email meant all client correspondence was recorded within the deal.

Cons

The main reason why I can say that some follow-ups did not take place was due to inadequate alerts. For the required sales-oriented system the task alert mechanism can use an improved level of reliability both in the desktop and mobile versions.

Review Source

Response from Keap

April 16, 2025

Hi Gerencia, Thank you for the kind words and for sharing how Keap’s pipeline and email integration have supported your team’s coordination and deal tracking! We love hearing how it’s helping your business grow! We also appreciate your honest feedback about the task alert functionality. Feedback like this helps us improve. Thanks again for taking the time to leave a review and for being part of the Keap community!

VR

Verified Reviewer  
Board Member  
Information Technology and Services  
Used the software for: 6-12 months

### "My Keap Review: from a manager that runs multiple departments"

October 26, 2024

4.0

overall my experience with Keap has been pleasant and it's easy to use

Pros

how affordable it is for a small business

Cons

the free trial is only 14 days, would prefer a longer trial

Review Source

Response from Keap

October 31, 2024

Thank you for taking the time to leave a review! We're glad you're a fan of keap and will pass along the feedback regarding the free trial length.

SF

Sarah F.  
Owner  
Retail  
Used the software for: Less than 6 months

### "Automating business made easy"

September 18, 2024

5.0

Good experience and great software to automate my business

Pros

Automated emails for marketing made my job much easier

Cons

The price. It was expensive compared to others

Review Source

Response from Keap

September 26, 2024

Hello Sarah, We appreciate you sharing your experience with Keap! We're glad to hear that automated emails have made your job much easier. We appreciate the feedback on price, our team is always working on adding features to bring even more value to our users.

Ashlee B.  
Senior Customer Support Manager  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "Effective Tool For Task Automation "

May 18, 2024

4.0

I was able to effortlessly monitor each client from start to finish. The system consolidates contact information, client interactions, emails, texts, and tasks into a single platform, allowing you to quickly understand a customer's status when they call. Client actions can automatically trigger various tasks, advancing each client through the sales funnel, with all relevant information easily accessible in one place. This really eliminates the need to juggle multiple programs, providing a much more organized workflow. Some cons include the need for a larger selection of templates and confusion with certain automated tasks. However, these limitations should not deter you from using this program.

Pros

My favorite feature was the ability to organize and access information seamlessly. It really made tracking each individual clients' progress easier and much more straightforward.

Cons

I believe that some of the automated tasks were confusing, and there should have been a larger selection of templates.

Review Source

Response from Keap

May 23, 2024

Hello Ashlee, Thank you for taking the time to leave us a review! We're happy to hear that Keap has helped eliminate the need to juggle multiple programs. We appreciate your feedback regarding the confusion surrounding automated tasks. We have some exciting updates coming up that will make automating easier than ever.

JC

Jeremy C.  
Sales  
Construction  
Used the software for: 6-12 months

### "Using Keap for almost a year for our Landscaping Company"

October 10, 2023

5.0

It has worked well with our small landscaping company, giving us better management of marketing, automations we didn't have before, and better lead capturing and appointment managing.Keap has been pretty good with customer service as well, and that's obviously critical.

Pros

We really like the ability to have contact and lead management, group texting, email marketing, and automations all housed under one software roof for an affordable price point. Many other softwares have a really strong service offering, but competely lack other services.Oftentimes they try to accomodate that by stacking softwares, which can work, but creates a silo effect that can be time-consuming to setup and maintain, as well as being pricier than expected.Keap does a pretty good job of covering a lot of bases with one in-house software system. They do have some weaknesses, but overall they've got a good system that could easily be built out even further.

Cons

Our least favorite things about Keap would be the lack of a menu option for the business phone line. It does not work well if you have more than one person answering or making calls, and sending messages. We would also like to see more flexibility in terms of Zapier integrations. Zapier integration works pretty well, but there are fields such as contact status, removing a deal from the pipeline, and other fields/operations we would like to see available to Zapier.Lastly, their method of labeling phone numbers needs updated. Currently the "work" type is the option you want to choose for text marketing.

Reason for choosing Keap

Simpler, better UI, all-inclusive, and good price point.

Review Source

Response from Keap

October 31, 2023

Hi Jeremy, Thank you for taking the time to share your experience. Wen understand the importance of having and all-in-one solution and are happy to hear that Keap has covered a lot of your bases. Your feedback on the Keap Business Line and Zapier has been duly noted and will be communicated to our team.

SF

Steve F.  
Lead Software Engineer  
Information Technology and Services  
Used the software for: 1-2 years

### "Probably the best CRM and marketing automation tool you'll find"

August 16, 2023

5.0

Keap is an exceptional tool that we have greatly benefited from. It allows us to do many things that make our daily work within the organization easier; it allows us to very easily and accurately store our customer information, have efficient handling of email marketing and automations, create landing pages and funnels that help us attract leads and guide them on their journey from first interaction to conversion, and more. It has helped us automate our business and is excellent value for money for us.

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.

Review Source

Response from Keap

August 29, 2023

Hello Steve, We're glad to hear that Keap has saved you time and money! We love hearing about businesses that take advantage of a wide variety of our features. We appreciate your feedback on the learning curve and potential improvements in analytics and third-party integrations. Overall, we're thrilled that Keap has proven to be an exceptional tool, streamlining your daily operations and providing excellent value for your organization.

Ely D.  
Owner  
Marketing and Advertising  
Used the software for: 2+ years

### "They used to be the only game in town"

October 9, 2023

3.0

For years, it was a great platform but they just kept making decisions that really were not in the interest of their users and year after year of promises to make things better it felt like an abusive relationship.

Pros

Because they were the first real CRM/email system of its kind, I was an early user and advocate.They set the stage for a lot of platforms you see out there now and for the longest time it was the backbone of my business.

Cons

Thier support team has been almost useless. I've been a power user for years, and most of the time trying to get help if there was an issue was like dealing with a toddler.Sorry to be rough, but it's true. It got really frustrating, and I just couldn't take it anymore.I've been a user since 2007 and it was a hard day when I finally just couldn't put up with them anymore.

Reason for choosing Keap

When I joined, there wasn't really any competition.

Review Source

Response from Keap

October 26, 2023

Thank you for taking the time to share your thoughts. It's wonderful to hear that you were an early adopter and advocate of Keap. We're sorry to hear about your frustrations with our support team. We're continuously working to improve our services and user experience. We understand how important it is to have an effective support team. If you ever decide to give Keap another try, we hope you'll notice the positive changes we've made. Your long-time support has been greatly appreciated, and we'd love the opportunity to win back your trust. If you have any further comments or suggestions, please feel free to share them with us. We wish you the best in your business endeavors.

VR

Verified Reviewer  
SEO  
Real Estate  
Used the software for: 2+ years

### "Infusionsoft is Broken"

May 17, 2019

2.0

As a customer of 7+ years who used to be 100% on-board, even going as far as to fly to Phoenix to attend Infusioncon, I would not recommend Infusionsoft anymore. Pains me to say this. Too many bugs, too many excuses for things not working, not worth the hassle anymore.

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.

Review Source

Response from Keap

June 20, 2019

Thank you for sharing your feedback. We are sorry that you've been impacted by the industry-wide challenges with email deliverability for Yahoo & AOL. Our team has worked diligently and quickly to improve deliverability by partnering with the Verizon Media group to obtain better insight and solutions in order to improve these rates and provide the best email deliverability possible for our customers. Our efforts are paying off and we are now seeing delivery rates up to 93% and should be entirely resolved in the near future. Regarding the merge issue earlier this year, it has been fixed, and we apologize for the inconvenience. Our QA team has made improvements to reduce the number of known issues for our customers. We would like to be able to provide you with additional assistance and welcome you to please reach out to advocacy@keap.com to connect you with a senior customer service support representative. We are here and your success matters to us. Regards, Sarah, Keap Advocacy Mgr

Chase D.  
Orthodontist  
  
Used the software for: 2+ years

### "For the smart marketer"

November 16, 2017

5.0

Providing consistency over the 1-2 year period our customers work with us. Better handling of leads, turning them in to better conversions Automating mundane tasks like letters, cards, packages, etc. Generating referrals in a consistent trackable manner. Warming leads more effectively Combining online and offline interactions Notifications of important milestones in the sales and fulfillment process

Pros

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."

Cons

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.

Review Source

JS

Jacob S.  
Marketing Director  
Marketing and Advertising  
Used the software for: 2+ years

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

August 1, 2022

4.0

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.

Review Source

Response from Keap

August 8, 2022

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.

Christy C.  
Business Owner  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Could be good for a large company but I don't recommend for a small start up"

November 7, 2022

5.0

I found it frustrating and overly technical to use.

Pros

Lots of cool features and functions. It had the ability to have landing pages and email autoresponder all in one platform so no integrating was necessary. Also had the ability to help keep track of leads and where they were in the sales process.

Cons

I found it hard to set up and use for an average person. It was also very costly for a small business as well.

Review Source

Carlos Eduardo D.  
Digital Marketing Specialist  
Hospital & Health Care  
Used the software for: 6-12 months

### "Keap revolutionized the CRM market"

January 27, 2023

5.0

Keap helps us to solve problems of any kind in our company, giving us the ability to be 24/7 with our customers, this being one of the great benefits that Keap gives us. We have been able to capture customers through Keap saving a lot of time since they are filtered by departments. Keap takes the form of collecting many types of inquiries on our website allowing self booking and self payment.

Pros

Keap has been one of the first in the market to innovate the CRM product. It has allowed us to have a single source of leads worthy of giving any company competition, having all the notes in order, active follow-up, information gathering and time saving through simple automation using Keap. The ability to create marketing campaigns is impressive, the sales funnel grows bigger and bigger and the rewards keep coming. Keap has adapted to our business quickly and concisely. This platform has given us the tool to automate sales processes, customer acquisition marketing, sales pipelines and mainly internal and external lead capture. Keap is recommended to use for front-end marketing, although it has certain flaws with the back-end in general it is recommended to use it.

Cons

Keap lacks flexibility in the appointment feature, the way it is set up for availability needs to be improved so that the customer can set it up from any remote computer. The text messaging service is not yet active in some regions and the Business Line needs to be enabled for the majority of users who have contracted the service.

Review Source

Response from Keap

March 7, 2023

Hello Carlos, Thank you for taking the time to leave a review! We're glad to hear that Keap has been able to make a difference in your business. We are working on extending our phone line out to further territories. We will also leave feedback on your behalf regarding Appointment settings.

TA

Todd A.  
Owner  
Transportation/Trucking/Railroad  
Used the software for: 6-12 months

### "Keap Falls Well Short of Expectations"

December 29, 2023

1.0

Pros

I had high hopes for Keap, considering its promising concept, but my experience with the software has been far from satisfactory. The numerous bugs plaguing the system make it a frustrating and unreliable tool for managing contacts and communication. The most glaring issue lies in the phone and text features, which seem to have a mind of their own. More often than not, they simply don't work at all, leaving me in the dark when it comes to crucial communications. This inconsistency is not only inconvenient but also undermines the very purpose of the software. To add insult to injury, the mobile app performance is even worse than the desktop version, making on-the-go management a nightmare. It's disheartening to see such a lack of attention to the mobile user experience, especially in an era where mobile functionality is essential.

Cons

Customer service is another major letdown. My attempts to seek help have been met with abysmal response times, and when I do finally hear back, the quality of support leaves much to be desired. I've resorted to contacting my assigned representative, \[sensitive content hidden\], and his manager, \[sensitive content hidden\], but their responsiveness has been shockingly slow. Waiting weeks for a reply is simply unacceptable, and when I do get a response, it's clear that the customer service team is still grappling with the basics. In conclusion, while Keap may have a promising concept, the execution falls flat due to persistent bugs, unreliable communication features, a poorly designed mobile app, and a customer service experience that can only be described as abysmal. I would strongly caution anyone considering this software to explore alternative options with a more reliable track record and a commitment to customer satisfaction.

Review Source

Response from Keap

January 2, 2024

Hello Todd, Your feedback is immensely appreciated. We sincerely apologize for the challenges you've faced with Keap. Your experience does not reflect the standards we strive to maintain. Your input is invaluable in our journey toward providing a seamless and satisfying experience for all our users. Please accept our apologies for the inconvenience caused. If you are open to it, please reach out to socialsupport@keap.com so that we can look into your concerns further. Thank you.

Similar Products

Featured

## Send me user reviews about this product

### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.