# Page 3 | Keap Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - Is Keap the right Email Marketing solution for you? Explore 1297 verified user reviews from people in industries like yours to make a confident choice.

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

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Keap

4.1 (1297)

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

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Last updated March 13th, 2026

# Page 3 - Reviews of Keap

## Showing most helpful reviews

Showing 51-75 of 1297 Reviews

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Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

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.

HW

Heather W.  
CEO  
Marketing and Advertising  
Used the software for: 2+ years

### "Keap Is Vital to My Business!"

February 1, 2024

5.0

Overall my experience with Keap has been great. The company has a great vision and purpose and the entire community associated with Keap from users to partners has always been encouraging, supportive and inspirational. As a software, it has been instrumental to my business' continued growth.

Pros

Keap has become a vital part of my business. As a small business owner I did not have the money to hire a full time assistant to help me and Keap has helped fill that space. Being able to set up automations that not only help collect new leads for my business, but also help get those potential clients scheduled in my calendar without me needing to do a thing saves me so much time and energy. I have been able to create marketing campaigns that run like clockwork generating new leads and sales. I honestly could not run my business without it.

Cons

Keap can have a bit of a learning curve to it. As with any software it can take some time to get things set up and running the way you need them to.

Review Source

Response from Keap

February 20, 2024

Hello Heather, We're happy to hear that Keap was able to fill the space of an assistant to help you and your business. We love hearing that you find the Keap ecosystem of partners and users to be encouraging, supportive, and inspirational. Thank you for leaving us a review, we wish you the best!

MS

Mirko S.  
Social Media Marketer  
Hospital & Health Care  
Used the software for: 1-2 years

### "Improved Marketing With Keap"

May 1, 2024

5.0

Pros

With Keap, managing campaigns and handling our CRM needs has been smooth

Cons

Keap has been an all round solution and no hurdles.

Review Source

Response from Keap

May 2, 2024

Hello Mirko, We appreciate the review and are happy to hear that Keap has been a smooth solution for you and your business.

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.

JB

John B.  
Owner  
Information Technology and Services  
Used the software for: 2+ years

### "Keap max classic. Some pluses, some minuses"

September 13, 2023

5.0

Excellent. For a decade I've used it and there's always been a way to do what I needed to (sometimes with integrations but it's big enough that most integrate with it).

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](https://www.capterra.com/p/79367/ActiveCampaign/)[Ontraport](https://www.capterra.com/p/220784/Ontraport/)

Reason for choosing Keap

Campaign builder

Review Source

Response from Keap

September 28, 2023

Hello John! Thank you for being a customer of ours for a decade! We appreciate you sharing your experience and are happy to hear that you find Keap excellent!

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.

Rachel M.  
System Engineer  
Information Technology and Services  
Used the software for: 1-2 years

### "It's great that KEAP can keep track of my clients' information"

June 20, 2023

4.0

Keap is our primary customer relationship management tool, and it stores not only marketing and sales data but also details on our customers' accounts, such as their plans, employees, invoices, subscriptions, and more.

Pros

The most profitable methods of reporting can be extensively tailored with the entirety of custom fields, saved, and reused over and over again. Some reports may long for additional features common to all reports, but overall the feature set is quite enough.

Cons

It might be difficult to keep track of the background of changes made to corporate paperwork, client paperwork, subscription paperwork, etc. While this is not unprecedented, there are situations when knowing who changed a subscription or configuration is essential but cannot be identified in Keap.

Switched from

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Freshsales](https://www.capterra.com/p/155563/Freshsales/)

Keap has been quite useful in reducing the amount of effort and time spent on follow-up chores and new customer onboarding. I'm thrilled that automation will allow us to provide superior service to each of our clients without double our current workload.

Review Source

Response from Keap

June 22, 2023

Hello Rachel, We appreciate you taking the time to share your experience with Keap! We're glad to hear that using Keap has helped reduce the amount of time and effort spent on follow-up. Thank you for the feedback regarding being able to see more User actions. We went ahead and submitted that as feedback on your behalf.

Saskia M.  
Senior Director Sales Marketing  
Restaurants  
Used the software for: 1-2 years

### "All the finest at one convenient location."

August 8, 2023

5.0

Keap helps us streamline our CRM procedures, thus it's in regular use here. Keap aids us in solving company issues including lead management, marketing campaign automation, and client communication management. We want to use Keap to improve productivity and patron happiness by collecting and following up on leads, monitoring sales activity, and keeping in touch with patrons on an individual basis.

Pros

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.

Cons

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.

Switched from

[ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)[Salesforce Commerce Cloud](https://www.capterra.com/p/180822/Salesforce-Commerce-Cloud/)

Keap is great for SMB owners who need to save time, stay more organized, and boost sales. For instant information retrieval, the automation of routine processes, and complete visibility into the client lifecycle at all times.

Review Source

Response from Keap

August 10, 2023

Hello Saskia! We're so happy to hear that Keap has been helpful to you and your business! Thank you for taking the time to leave us a review.

RB

Richard B.  
Chief Strategist  
Marketing and Advertising  
Used the software for: 2+ years

### "A fabulous CRM for professionals, consultants, and small business owners"

September 8, 2022

5.0

I've had a few tech issues with the software over the years. Often I can get the help I need via online chat but when there is a bigger problem I'll call in and a support tech will walk me through it. Very pleased with Keap Support.

Pros

I've been using the software since 2008 and absolutely love it. We've leveraged the software to grow several businesses including 10Xing one of them in just 39 months.

Cons

The software is EXTREMELY powerful but the trade-off is that there is some complexity and a bit of a learning curve. There are simple programs like ContantContact and Mailchimp and they're ok but if you really want a powerful way to grow your business those lightweight options are not going to get you there - you need something more robust.

Review Source

Response from Keap

September 16, 2022

Hi Richard, Thank you so much for taking the time to leave a review! I'm glad to hear that Keap has helped you grow several businesses and that our support is able to meet your needs effectively.

AO

Andron O.  
Marketing manager  
E-Learning  
Used the software for: 2+ years

### "Powerful and flexible engine for a tech-savvy business"

March 1, 2019

4.0

Infusionsoft by Keap (AKA the "classic Infusionsoft") has been on top of the small business automation marketplace for years, and for good reason. In the right hands, it's a perfect marriage of automation + CRM. Its strengths are best-in-class, and it is refreshingly light on gimmick features that claim to fulfill a business need without offering real capability. That said, there are some noteworthy holes in functionality. Caveat: the power comes with a substantial learning curve, and you \*do\* need to learn the software well to use it effectively. Campaign builder has many quirks, there are multiple ways to accomplish any result, and the number of settings is astonishing. Infusionsoft's own (paid + mandatory) onboarding at the time we started using it was insufficient. Fortunately, its history means there are many good Certified Partners and tons of free blogs, videos, and other resources to guide your implementation. I recommend having at least one person on your team who can take on the role of Infusionsoft expert and take responsibility for configuring, organizing, and maintaining the app. For a solopreneur whose time is better spent doing the business, or a small organization that's just beginning to figure out its digital processes, IS is likely to be too overpowered and cumbersome. (FWIW, we started with IS too early ourselves. We've grown into it and are now very happy, but the first couple years were frustrating.)

Pros

The campaign builder is an unmatched canvas for automating almost any business process imaginable. It doesn't restrict you to a single workflow paradigm, so you have the freedom to design systems to match your business AND organize them how you want. I love the options of using tags, custom fields, notes, and API goals for storing data on the contact record, segmenting contacts, or automating based on that info/event. Plus, all of this feeds a reporting system that can track any aspect of a business's growth and health (with some configuration). The extensive API and HTTP post automation supercharge all of this with custom development or addon tools. The new responsive email builder is extremely user-friendly, and has a nice assortment of premade templates, as well as letting you build a library of your own custom templates. Lastly, the Infusionsoft community is deep and extremely knowledgeable. Practically any question you have, you can find an answer to. Infusionsoft's own support is solid and generally satisfactory, but the breadth of experience available from other users is an incredible resource.

Cons

Over the past year, a lot of development resources were directed toward the creation of the new, entry-level Keap product, so Infusionsoft has gotten a bit dusty. Reportedly this has changed now that Keap is launched, and Infusionsoft development is once again getting its fair share of attention. This means, however, that there are a number of modern marketing functions that IS cannot handle natively. Examples are Facebook custom audience syncing, SMS messaging, website event tracking (unlike Drip, for instance, there is no JavaScript API that can be used to trigger automations inside IS as a result of a contact's activity on a webpage). Web forms and order forms are dated. Tracking online orders made through 3rd party shopping carts is complicated and frustrating. Reporting, though \*immensely\* capable, is hampered by the lack of built-in charts or graphs. Stripe is not natively supported as a payment processor. At some point, it becomes essential to start using "satellite" helper tools, like PlusThis or MyFusionHelper, to address some of Infusionsoft's shortcomings, manage data more effectively, build graphic reports, or create custom automations. This adds to the baseline cost.

Review Source

LW

Lloyd W.  
Director of Operations  
E-Learning  
Used the software for: 2+ years

### "Keap Max Classic: Painfully powerful"

September 22, 2023

3.0

Keap Max Classic: It does the job supporting our business. But none of us like using it. We have too many integrations and automations set up that it would just be too arduous to switch.

Pros

Keap Max Classic: It has a lot of features to support businesses that need the room to scale up. It is pretty powerful in what it can do.

Cons

Keap Max Classic: It is convoluted, complex, and confusing. We had to make custom forms and interfaces for our staff because everyone was too confused working directly within Keap. It is also SLOW. Most functions are not snappy. Creating and maintaining campaigns get really confusing really quickly once you graduate from the simplest of campaigns.

Review Source

Response from Keap

October 12, 2023

Hello Lloyd, Thank you for sharing your thoughts on Keap Max Classic! We appreciate your feedback on both the pros and cons. It's great to hear that you find the software to be powerful and that it has a lot of features to support businesses as they scale up. Our team is working to update Max Classic further to add more powerful features and improve ease of use across the board. We also offer free courses from our Keap Academy team, which may prove useful to your team members if they need extra knowledge on the software to make their day to day easier. We encourage you to reach out to support so that we can get you in touch with your account manager. They should be able to get you some help and resources. Thank you again for the feedback!

MH

Mark H.  
Vice President  
Primary/Secondary Education  
Used the software for:

### "Don't Just Walk Away, RUN! Unethical, Missed all Deadlines, Forced..."

August 21, 2015

3.0

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.

Review Source

Manuel E.  
Tecnic  
Hospital & Health Care  
Used the software for: 2+ years

### "Muy buena"

October 28, 2022

5.0

Muy buena muy compatible con sistema operativos

Pros

Plataforma de CRM en línea bien establecida con herramientas de marketingUsamos keap para administrar la base de datos de nuestros clientes. hicimos marketing por correo electrónico, generación de prospectos, formularios internos, plantillas de correo electrónico y campañas automáticas y más. Me complace decirle que, aunque podemos encontrar muchos sistemas de CRM baratos, Keap es el mejor y vale la pena. porque, todos los días están tratando de darnos la mejor experiencia. recibimos actualizaciones periódicas con muchas características nuevas. Una cosa más para mencionar. Allí, la atención al cliente fue muy útil para nuestro personal cuando se incorporaron. No solo para el personal sino también para la administración. ellos brindan apoyo oportuno. Me gustaría recomendar Keap CRM para cualquier negocio. adelante sin dudarlo. Al principio será difícil adoptar un nuevo sistema. pero cuando se trata de Keap, te ayudarán a llegar allí sin ningún problema.

Cons

Quizas mas opciones de email marketing aunque es optima

Review Source

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

DN

Debbie N.  
Manager  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Keap from a Person who is not techie"

February 1, 2023

5.0

Business Problems that could be Solved by Keap:Keap is a powerful customer relationship management (CRM) platform that helps businesses manage customers, track leads, automate marketing, and more. It can help businesses to increase efficiency, reduce costs, and maximize sales. It can also help them to better understand their customers, segment them for targeted marketing, and build better relationships.Benefits of Using Keap:Keap is a comprehensive CRM platform that helps businesses streamline their operations and maximize their sales. It is easy to use and provides users with a range of features and services that can help them to better manage customers, track leads, automate marketing, and more. It is also highly customizable and can be tailored to meet the specific needs of the user. Additionally, Keap offers competitive pricing plans that make it an affordable option for businesses of all sizes.

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.

Review Source

Response from Keap

March 7, 2023

Hello Debbie, Thank you for leaving us a review. It sounds like you've utilized many of Keap's features to help streamline and automate your business. We love hearing that!

JO

Jonathan O.  
Digital marketer  
Marketing and Advertising  
Used the software for: 1-2 years

### "Great product"

March 5, 2023

5.0

Pros

One thing I like the most about keap is that the system is easy to set up, even with it many feature. Then I can also segment the email of my client mail each segment separately. I can equally mail my prospective client separately. With all of this feature in place, I find it easier to get in touch with my client.

Cons

Keap is a great tool. But the customization aspect is not great. The app do lack adequate customization to make marketing more effective. I also think the importation of email can be faster if a tools is added to import emails rather than writing them from scratch

Review Source

Response from Keap

June 22, 2023

Hello Jonathan, Thank you for taking the time to share your experience with Keap. We're glad to hear that you had an easy time setting up your account and that using Keap's features has made it easier to get in touch with your clients! We appreciate the feedback regarding email customization. We are always looking for ways to improve. We will pass that feedback along to our team.

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.

VR

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

### "Keap es una herramienta fundamental"

January 11, 2023

5.0

Es uno de lo softwares donde más trabajo y donde menos problemas tengo. ¿Cuál es mi conclusión? Es una experiencia muy positiva. Además, ante cualquier problema que tenga, el servicio de atención al cliente es muy ágil y resuelve las dudas muy rápidamente.

Pros

Una vez te haces a la herramienta, es ágil y permite una gran variedad de acciones. Cualquier cosa relacionada con la segmentación de audiencias, control comunicativo, así como automatización de marketing es realizable gracias a todas las cosas que ofrece.

Cons

Es un software poco intuitivo en algunos aspectos, la curva de aprendizaje es algo lenta y cuesta explicar cómo hacer un buen uso de esta herramienta a compañeros.

Switched from

[RD Station](https://www.capterra.com/p/180098/RD-Station/)

Porque son dos productos que no tienen nada que ver, aunque gran parte de las funciones sean similares. RD Station era más torpe y la producción con él era más lenta, además de no tener todas las prestaciones sde keap.

Review Source

Response from Keap

January 12, 2023

Thank you for taking the time to leave a review! We're glad to hear that Keap works well for you. We are working on extending our educational resources to make Keap more accessible for all Users.

JP

John P.  
Owner  
International Affairs  
Used the software for: 2+ years

### "Infusionsoft refuses to make simple fixes. Terrible for business to business!"

October 21, 2019

2.0

I'm business to business and have spend over $100,000 on development to overcome its inadequacies.

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.

Reason for choosing Keap

Because I'm brain dead!

Switched from

[Act!](https://www.capterra.com/p/175860/Act/)

Needed CRM to interface with website. Lame developer recommended and we didn't realize until we were far down the road that it is absolutely horrible for b2b.

Review Source

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.

Nathan K.  
Junior Database Manager  
Education Management  
Used the software for: 1-2 years

### "InfusionSoft - Great CRM software"

December 4, 2018

5.0

The overall experience has been quite enlightening on how process flows are vital to making your business function correctly. My application is primarily used as a lead management system and not all our employees use InfusionSoft, which meant I had to integrate InfusionSoft with Google Sheets which makes it easier for my sales team to acquire data to leads as they come in. Most of my time is spent in campaign builder and I am currently overhauling our current lead process and I keep learning new things everyday on how to program logic to suit our business needs.

Pros

What I like most about InfusionSoft is the functionality and its endless possibilities. The Campaign Builder has an easy to use interface with limitless possibilities that can be constructed to suit your unique business needs. With a great email builder as well to create those beautiful calls to action that will surely ignite your leads' desire to buy whatever you are selling. I specifically manage the database of leads and users and find it to be quite user friendly, InfusionSoft will warn you about an increase in bad email addresses, allowing you enough time to clean it up before it affects your business badly. Another great aspect is the help provided by agents via the Chat facility, you can chat live with an InfusionSoft assistant to help you with any problems you might have. I find it extremely helpful in times when I am unsure of what to do.

Cons

While I do have high praise for the campaign builder and its limitless possibilities, this can also be a problem as when I first started using the software; I didn't know what was what. There is basic training available, but I don't feel it adequately explains the possibilities of what can be done. To fully unlock the potential of InfusionSoft, some additional training will be required.

Review Source

Response from Keap

December 13, 2018

Hi Nathan, Thank you so much for taking the time to write such a thoughtful review. We truly appreciate your input - especially hearing from what I would call a "power user" :) Cheers, Sarah, Advocacy Manager at Infusionsoft

Marie Jeanne E.  
CEO  
Internet  
Used the software for: 6-12 months

### "Keap best email sales tool."

August 27, 2022

4.0

Keap allowed me to better maintain my customer relationship.

Pros

What I liked the most about this software is the way you manage contacts when you use it.

Cons

What I liked least is the fact that the A/B testing function is not always accessible when the connection is disturbed.

Review Source

Response from Keap

September 7, 2022

Hi Marie, Thank you so much for leaving a review! I'm glad to hear that Keap helps you to manage your contacts effectively. I'm sorry to hear about the issues you've had with our A/B testing tool and I will share that feedback with the right teams here so we can work to create a better experience for you and our customers.

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

Jared C.  
Marketing Specialist  
Machinery  
Used the software for: 2+ years

### "Automation of our sales and marketing processes with Keap."

April 22, 2023

5.0

I am very satisfied with my experience using this software for the last three years. It has been an invaluable tool for my work as a marketer and has significantly improved my ability to automate and streamline my sales and marketing processes. If you are looking for an all-in-one solution to automate your business, I would definitely recommend considering Keap.

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.

Review Source

Response from Keap

May 4, 2023

Hello Jared, Thank you so much for sharing your experience with us. We appreciate you recommending us to others! I will pass along your feedback regarding more customization options.

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

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