# Page 4 | Keap Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 --- Keap 4.1 (1297) [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 # Page 4 - Reviews of Keap ## Showing most helpful reviews Showing 76-100 of 1297 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JR Jordan R. Chief Administrative Officer E-Learning Used the software for: 2+ years ### "Keap - A Multi-Faceted Platform Tailored to Your Business' Needs" March 10, 2022 5.0 Very positive. If I have questions I tend to get answers quickly with the many way to contact Keap and their support staff. Their CS team is very knowledgeable and do a great job of running our requests up the ladder if they cannot assist us themselves. Pros Keap is very customizeable and adaptable for our needs. Over the years there have been many "value added" upgrades that have helped our company accomplish the goals we have. Cons On a rare occasion when you are running a massive export of info, it can bog down Keap's bandwidth to send out mail that is scheduled, but I don't thinks that's limited to Keap. I think you are going to get that anywhere you take such action. All in all, it's an extreme rarity to run into such issue in my multi-year experience with the software. Reason for choosing Keap We have not had any need to make a switch. Keap is very accommodating for our needs so far. Review Source Response from Keap June 16, 2022 Hi Jordan, Thank you so much for taking the time to leave a review. We're glad to hear that Keap meets all of your business needs and that our customer support team has been able to assist with all of your questions. AV Amanda V. Administrator customer service tech support etc Health, Wellness and Fitness Used the software for: 2+ years ### "Keap: A difficult app with lots of potential" November 6, 2023 4.0 We have used it for over ten years now and stay because it does work however, there are a lot of features that are missing or are just dated. Luckily, we have found work around for most but it is discouraging that they haven't updated these. Pros The campaign management element of Keap is absolutely fantastic and one of the main reasons we have kept it over the years. It also integrates with A LOT which is really useful for us. Cons They don't update very frequently and don't give features that their customers want. Their order forms and internal web forms are beyond dated and the landing page builder they sourced out to another company is one of the worst builders I have ever used. Their customer service is also a joke. Alternatives considered [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)[Kartra](https://www.capterra.com/p/184946/Kartra/) Reason for choosing Keap Seemed like a better value with more potential features Switched from [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) DIdn't have all of the features we were needing to use at that time. Review Source Response from Keap November 14, 2023 Hello Amanda, Thank your for taking the time to leave us a review! We're happy to hear that you find the campaign management tool to be fantastic! It's one of our favorite features as well. Regarding updates to the products, we do have some exciting new things coming out very soon. Here's a link to our product update page to keep an eye out: https://keap.com/product-updates We're sorry to hear that you've had some poor experiences with our support team. If you ever have a bad experience with support, we do send out customer surveys after each case. If you'd like to discuss a past bad experience, please feel free to reach out. We're happy to look into things further on your behalf. Sarah H. System Administrator Information Technology and Services Used the software for: 2+ years ### "It is easy to use and effective for automating campaigns" March 17, 2023 4.0 For tiny, high-tech businesses, we leverage Keap's automatic lead follow-up features. It's an excellent method to keep track of leads and customers, stay organized, and know who to reach first thing in the morning. It can also be used to promote and follow up after trade shows, webinars, and the combination of text and email message marketing. Pros For times when I need to take a break from work, it's helpful to have a system in place that automatically follows up with leads. I really like the automated email and text message sending, lead scoring, and reports on who is signing up for webinars. Cons Keap is missing crucial functionality and customer support that are essential for any expanding firm. As soon as they left the CRM, all outgoing emails were flagged as spam. The interfaces for their template makers were equally unattractive. Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) Keap performs the fundamental functions of a customer relationship management system and aids with note consolidation. It performs all the functions of a considerably more expensive fully-integrated multi-CRM system, but at a far more reasonable cost. It's like having a notepad, lead tracking, and email marketing all in one. Review Source Response from Keap May 4, 2023 Hello Sarah, We're glad to hear that you're pleased with Keap! Thank you for taking the time to share your experience. We love hearing from users who use automation to give themselves time back. RM Ronald M. IT Investment Banking Used the software for: 2+ years ### "Ok if want basic contact management. No meaningful R&D, poor support, and no email integration." April 6, 2021 2.0 Ok at basic contact info, could not handle projects, marketing to certain positions in a company and not others, poor contact/company relationship function, R&D non-existent, customer service terrible. I sent over 10 tickets, some were fixes and some were basic functionality, none for years were addressed. Once a year I would send issues to 5+ people in company including president, then someone would contact me, but still nothing would be done. If you want basic contact management with no email sync, software ok, anything else, consider others. Also be careful of cancelling, twice I told them to cancel, which they did not do and kept charging me, make sure you get written confirmation from them about cancelling. Pros Automated marketing user interface is easy to use. Cons Outlook integration, R&D, customer support, can't handle projects with multiple companies on a project. Reason for choosing Keap After 4 years using for 3 businesses, we have painfully moved away from Keap. Review Source Response from Keap April 9, 2021 Hi Ronald. We're sorry you had a negative experience with Keap. Keap does offer robust contact management in addition to native email integrations with Outlook and Gmail. We have passed along your feedback to your success manager so we can always improve. We wish you the best of luck in your business. Yousef M. Managor Financial Services Used the software for: 1-2 years ### "Keap the review " January 21, 2023 4.0 Pros The advantages of this program is that it is easy to use and also provides many services such as scheduling appointments Cons The disadvantages of this program is that it sometimes makes mistakes in e-mail shopping, and we hope that you will develop from that Review Source Response from Keap February 1, 2023 Hello Yousef, We appreciate that you've taken the time to leave a review. We're glad to hear that our software was easy to use and that you enjoyed the services we provide. We're unsure what you mean by email shopping, but if you'd like to go into more detail, feel free to drop a message here. https://keap.com/tellus Thank you! Denise W. Marketing Specialist Marketing and Advertising Used the software for: 1-2 years ### "Keap, a robust and user-friendly program" September 6, 2022 4.0 It provides us with the flexibility to perform a wide range of segmentation operations to meet our specific requirements; for example, when developing a marketing campaign, we can divide our target audience into subsets based on factors such as their level of product familiarity, the frequency with which they make purchases, and their potential lifetime value as customers. It also includes a customer relationship management system that lets us delegate work and monitor both individual and collective productivity. Pros With the support of Keap, I am able to automate my clients' operations. Through the use of numerous opt-in methods, I am able to collect leads, develop and release goods, and set up automated distribution schedules for both products and campaign emails. In order to streamline the referral procedure, you can use the referral partner function. Cons If a contact does not seem to be actively engaged, Keap will mark it as opted out. To fully take advantage of the program's features, I believe it requires a significant time commitment to study each module and tool. Switched from [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) This program and all of its features provide us with everything we need to do thorough marketing. It has an SEO administration panel, allowing us to fine-tune our newly-built webpages for maximum visibility in search engines. In addition, we can see how long users spent on specific parts of the website thanks to the heat maps that the platform generates for us. Review Source Response from Keap September 16, 2022 Hi Denise, Thank you so much for taking the time to leave a review. I'm so glad to hear tha Keap is an effective solution in your business for lead management, SEO, and more. Jennifer W. Human Resources Generalist Hospital & Health Care Used the software for: 1-2 years ### "The best CRM for email marketing in all sectors" August 16, 2023 4.0 Built-in support for email marketing was a big assist. The automation released me from the mental burden of keeping track of where people were in the pipeline and what they needed to do next based on the results of customer-facing tasks. Pros The level of automation is unparalleled. A common feature of CRMS is the lack of a "if/then" configuration option. If I tell Keap yes or no to a task, the program reacts differently depending on my answer. If you require robust automation that can do a wide variety of actions based on results, look no further. It's yours, Keap. Cons There was a lack of functionality in the mobile app. So that I could access Keap from my mobile device, I bookmarked the website. This method was effective, although it lacked caller ID. Switched from [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)[Salesforce Marketing Cloud](https://www.capterra.com/p/248536/Salesforce-Marketing-Cloud/) Keap makes it simple to automate business processes like onboarding, sales and lead nurturing. In addition, Keap facilitates the systematic rollout of elaborate automation campaigns. Keap Automation Campaigns have always been one of my favorites, and now since they support dynamic content, I have even more fun making them. Review Source Response from Keap August 31, 2023 Hello Jennifer, We appreciate you for taking the time to leave us a review. We're happy to hear that you find our level of automation unparalleled and that Keap makes it simple to automation processes. Thank you for your feedback regarding the mobile app. LH Leslie H. Owner E-Learning Used the software for: 2+ years ### "Gave me my life back" January 10, 2019 5.0 It was worth all the time and effort it took to set up. I've generated over a million dollars as a stay at home mom of seven children thanks to Infusionsoft and the power of automation. Now I make good money while I tend to my family. I set my own hours. I love what I do. With my campaigns in place, I can build an email, send a broadcast, and watch the system do the rest while I go enjoy my life. Thank you! Pros There are so many ways to engage my subscribers. I use what works for me. I know I'm not using all the features, but it's nice to know there is no limit to all the ways I can increase my revenue. I've just made it a practice to try a feature, fine tune it, and then integrate another feature... and my income grows. Super powerful! And because Infusionsoft has established itself so well in the marketplace, there are so many partner apps available across so many different kinds of platforms, which help me understand, reach, and serve my audience even better. Cons I am not a fan of the new landing pages. I think they're supposed to be a friendlier interface but instead they feel more limiting. I am also disappointed in the quality of tech support, especially chat. I can't fault the employees - I've spent thousands of hours in the software over the last 10 years, so most of the time it feels like I have to wait for them to catch up to what I know before I can finally get an answer to my question. Phone support is usually better. I also wish I could go into my Email Builder (Previously Sent) and more quickly find an old email from which to build a new one. It takes too long to load the visual thumbnails, and the search option never works. It appears to only search previous emails whose thumbnails have already loaded. All the others seem to be ignored. OH! My biggest peeve is with chat support. It's maddening how long it takes for the rep to get underway. "Hi, thank you for contacting Infusionsoft Support today. My name is \_\_\_. I hope you're doing well today." I don't have time to be chatty, so I go straight to the question. I wait for a reply, but then they greet me again. If I'm feeling patient I'll greet them back. If not, I'll ask the question again. I wait for a reply, and they tell me something like they'll do their best to assist me. I wait for an answer, and then they repeat my question and ask if that's right. PLEASE teach the rep to REFLECT the customer's chattiness. If I'm being brief, be brief. If I'm chatty, be chatty. Review Source Mohan Lal D. Freelancer Marketing Consultant Marketing and Advertising Used the software for: 2+ years ### "Best marketing automation software for small businesses" January 13, 2022 5.0 Keap is a beast in itself in which you can do things effectively provided that you use it effectively, and know your way around it. We used Keap for managing our Contacts, sending promotional emails, marketing automation, and e-comm. Keap became much easier to use as we got to know the right ways of doing things starting from tag naming conventions, right ways of using Goals, Campaign links etc. And, now it is one of my favorite software when it comes to Marketing Automation. Pros I like various things about Keap including: 1. Being able to use tags. This helps in organizing contacts in the proper way (when used effectively, you can easily see things from Macro to Micro levels in your list) 2. Marketing automation capabilities of Keap are best. This includes things like billing automation for e-commerce as well. 3. Being able to use third-party tools like Deadline Funnel, PlusThis helps in making things more personalized and improving conversions for promotional campaigns. 4. Dynamic Content, this helps in making automation campaigns better & simpler Cons Nothing apart from, it is a bit on the expensive end. Switched from [AWeber](https://www.capterra.com/p/95949/AWeber-Email-Marketing/) I wouldn't say that we switched from Aweber as when I started in the organization they were using both Aweber & Keap. Aweber for sending emails to paid members, and Keap for Marketing & CRM purposes. Later, during the optimization phase, we totally shifted things from Aweber to Keap as the business had grown and we wanted to use single software for sending our emails. Review Source Response from Keap January 28, 2022 Thank you for taking the time to leave us a review. We love your valuable feedback and are thrilled that Keap has been able to help you grow your small business. PS Palla S. SEO Consultant Computer Software Used the software for: I used a free trial ### "Is Keap the Right Marketing and Automation Tool?" December 26, 2022 4.0 Marketing and automation platform that provides a range of tools for email marketing, social media marketing, lead generation, and more. It includes customer relationship management (CRM) features such as contact management, task and activity tracking, and sales forecasting, and offers a range of integration options to connect to other software and tools. Pros Comprehensive marketing and automation tools:Customization optionsCRM capabilities:Integration optionsSupport and resources: Cons Cost and Complexity of the tools. While Keap is designed to be user-friendly, it can still be a complex tool with a learning curve. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[Bonterra Network for Good](https://www.capterra.com/p/111128/Bonterra-Guided-Fundraising/) Review Source JW Jennifer W. Owner Real Estate Used the software for: 2+ years ### "Don't waste your time, energy or money" April 6, 2020 1.0 I started with Infusionsoft before it was Keap. Customer service was way better before the were bought out. It is not called confusionsoft for no reason. It's extremely confusing, their tech support often has to spend hours trying to figure any issue out. If it takes their tech support, people who know the program, hours to figure out an issue imaging what it will take you. There are several other CRM systems out there that are much easier to use. Pros I like the dashboard with the daily reminders of followups. That makes it easy to not let people slip through. Setting up the campaign however to get the daily reminders is a complex process. If you miss anything it will not work properly and the customer support team will not be able to help you set up campaigns or do anything with your campaign. Cons The cost is astronomical. If you are lucky enough to understand how to and you have the time to build out the backend and all of the campaigns great. If you do not, it will const 10's of thousands of dollars to hire someone. I have had to pay someone the entire time to help with mine and when I went to leave infusionsoft, there is no way to save the campaigns or anything that you paid to have built. They say they will keep it for you for 90 days and if you don't come back to their program by then you lose it all. So basically they own all of your campaigns and everything you paid to build in the system. BE AWARE OF THIS BEFORE YOU SPEND MONEY BUILDING SOMETHING OUT Switched from [Contactually](https://www.capterra.com/p/158259/Contactually/) I thought I could integrate more programs with Infusionsoft than I could with Contactually Review Source Response from Keap April 29, 2020 Hi Jennifer, We're sorry you're unhappy with our product. Infusionsoft is built for ultimate power and customization. We have many educational resources to help with implementation as well as a large hub of partners who can help with your customization needs. For privacy and security, we hold onto your data for 90 days after you cancel your subscription. We wish you the best of luck in your small business. VR Verified Reviewer Saoulo Food Production Used the software for: 2+ years ### "Saoulo business " January 27, 2023 5.0 Dans le suivi des start-ups et la gestion des communications ou interactions entres client par mail restent sans défaillance pour moi. Pros Avec keaps je suis satisfait de sa rapidité et sa simplicité Cons Sa stratégie dans l'immobilier reste une expérience à suivre. Switched from [Marketo Engage](https://www.capterra.com/p/75130/Marketo-Lead-Management/) Pour plus d'utilisation Review Source Response from Keap February 6, 2023 Thank you for taking the time to leave us a review. We love to hear that you are managing your customer interactions and communications all within Keap. DS Daniel S. Head of technical support Computer Software Used the software for: 6-12 months ### "Well thought out and executed CRM" September 20, 2019 5.0 Having a central place for all of our information, and the ability to tag people automatically has saved lots of time and definitely increased or ability to connect with clients and sell. Using the automated email campaigns and sequences to offer automated free trials as opposed to having to manually send out emails has been a lifesaver. Pros The customization options are nearly endless. The embeddable forms, that can trigger tags, which can trigger sequences such as email campaigns, have saved us hours of formerly manual work every day. The campaign builder is incredibly deep and robust, allowing for anything you can imagine. The thought given to different ways to do nearly everything is great. They have a /Tellus page and are responsive to suggestions. I recently mentioned on the that when adding a contact, the email field should automatically trim whitespace from each end, because when copying and pasting it often have an error. Within 2 weeks, that change had been implemented. The import from CSV file options are very robust. Lots of third party integrations, and a robust API. Very helpful community for questions with actual developers there. Cons The search is a little clunky. It's great if you're searching name, phone number or email address, but to search anything else like custom fields requires going to a separate page and finding that field. Would be great if there was an option to "search all the things", or to add custom fields to the default search. Not really their fault, but because we sell products in both Canada and the US in 2 different currencies, we're unable to use their ordering forms. When you leave it idle, rather than timing out gracefully, you lose any unsaved info. I know that's more of a "my workflow, why the hell aren't you saving your work" issue, but it's still annoying. Campaign builder doesn't work in Firefox, so I'm forced to use Chrome for that... Reason for choosing Keap Customization, integrations, email campaign options Switched from [Freshsales](https://www.capterra.com/p/155563/Freshsales/) Our SEO\\marketing head found it and fell in love with the options, and the integrations. It's a bit more expensive but you get a lot more. Review Source Joseph H. Project Manager Information Technology and Services Used the software for: 1-2 years ### ""Very complete program I highly recommend."" February 3, 2023 4.0 I have mastered it to the point of obsession and thoroughly enjoy it. It has helped me organize and maintain thousands of data while allowing me to create and send out countless unique marketing campaigns. It's been a long process, and it might be challenging to keep everyone who has to be involved in it well-trained. However, it serves its purpose as a sophisticated customer relationship management system. Pros Keap is a great tool for innovative marketing and commercial strategies due to its many compatible connectors. Keap not only meets but also makes it simple to integrate beyond our immediate needs, including lead management, email campaigns, VOIP, and Gmail. Cons There isn't anything I don't like, however it would save time if you could import numerous emails into a campaign instead of having to write each email from scratch. Also, a simplified contact view would be helpful for basic users who only need access to contact records. Lower-level Keap users get access to a very beautiful basic view, but individuals who need the full suite of features offered by the Keap/Infusionsoft integration will not be able to use it. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) No longer was the free version adequate, and the paid versions were out of my price range. Review Source Response from Keap February 13, 2023 Hello Joseph! We appreciate the review. We love hearing about how people use Keap to better their businesses. We are working to further simplify the contact view for Max Classic, be sure to keep an eye out for it in the coming months! Hideki N. Director Consulting Services Financial Services Used the software for: 2+ years ### "E-commerce manager with unique functions" May 17, 2023 4.0 It is a solution that in the long or short term only brings benefits to companies, allowing much more complete commercial projects to be managed. Pros What I consider most remarkable and that is why I like it is that it gathers all the customer information in one place. This tool also helps sales processes so that companies grow financially. Its functions allow you to connect by mail with your customer database and maintain more direct contacts and thus establish or concreatr even more sales Cons There is nothing wrong i want to expose, this tool has helped me to complete commercial projects successfully Review Source Response from Keap May 25, 2023 Hello Hideki, We appreciate you taking the time to leave us a review. We're glad you enjoy having all your customer information in one place. Thank you for mentioning that Keap can help companies grow financially by improving sales processes. DS David S. Owner Health, Wellness and Fitness Used the software for: 2+ years ### "A great all in one marketing and client relations system." August 11, 2023 4.0 Overall it has been a good experience. Keap does so much and it can feel overwhelming at times to stay up to date with all of the features. Pros I like that you have a business phone number that you can call and text from. This is what we use Keap most for. It allows all of my employees to use one phone number. Cons I wish that I wasn't constantly being logged out of the app. I do wish that round-robin booking was available for scheduling links. Review Source Response from Keap August 22, 2023 Hello David, Thank you for taking the time to leave us a review! We're happy to hear that you enjoy using the Keap Business Line, it truly is a game-changer for small businesses. We appreciate the feedback regarding round robins and being logged out. Regarding being logged out, we recommend not leaving multiple tabs of Keap open so one doesn't end up timing out. On the topic of staying up to date, we recommend checking out our Keap Academy. They have courses and events that can help you and your team feel confident in all parts of Keap. https://academy.keap.com/ Erica D. B. Director Of Administration E-Learning Used the software for: 6-12 months ### "Great if you need no web integration or visualized reports, terrible otherwise" September 6, 2018 2.0 We got InfusionSoft primarily to be able to send automated email campaigns based off of actions people were taking on our web app. We were led to believe that they had the RESTful API infrastructure for this, and so we went for it. Also, we were told we'd have to have the ecommerce product to meet our goals, and in our onboarding we learned that we actually did not. Coming up on 10 months later, it is the worst business decision we ever made. Their REST API is not fully functional, and when presented with issues, their Dev team suggests that you switch to using their old API \[with which our integration is not compatible, and which they are working to sunset anyway\]. Worse, they require manual reauthentication of the API token on a regular basis AND the support for their API is outsourced and is unresponsive and unhelpful. When a reauthentication error took place that essentially mooted our entire integration two months ago, they took weeks to get back with us. Now, since we've moved to their new interface, there is no way to opt-in our users so we can send them emails \[the only people we put in the CRM are people who registered accounts on our site\]. This has rendered InfusionSoft 100% useless, and all our integration work is trash. Pros The campaign builder is easy to learn and easy to use, as well as the email builder. It will get all your basics taken care of there, and being able to preview an desktop AND mobile was a huge pro. Cons It is very difficult to navigate to what you need, even with adequate training. Nothing is intuitive, and all of the reports are just lists of contacts filtered for something. Most importantly, this tool is not adequate if you're wanting to integrate at all. Even they say that you may need to hire an InfusionSoft partner to manage your tool for you to use it to the best of its capability. I would argue that if you need to hire a specialist to use your SaaS for you, your SaaS is not a good tool. Review Source Response from Keap September 10, 2018 Hi Erica, I am truly sorry to hear that you have had such a frustrating experience. I have looked into your case history and it sounds like, unfortunately, your recent API ticket just did not get to the appropriate team quickly enough. API support is not outsourced, but it sounds like you initially worked with our contracted support team and there was a delay in getting your ticket with our advanced team. We apologize for the experience, and have reached out to resolve the issue, as well as refunded you for this period. Again, this is not the experience we want for our customers and we understand your frustration completely. Regards, Sarah, Advocacy Manager RS Rebecca S. Associate Broker Real Estate Used the software for: 6-12 months ### "What's So Automated About Infusionsoft?" February 16, 2017 4.0 I have researched CRMs and Marketing Software for the past several years. As a REALTOR, the company software had changed multiple times, leaving my personal system outdated, which prompted me to see if it was time to invest and make a commitment to something I would know nothing about until I jump in with two feet and my pocketbook. So I did. I reviewed and tested a multitude of software and found many that I liked but none quite suited for the money vs. the features vs. my unique business needs. Hatchbuck, DaPulse, and 17 Hats are a few I can remember and recommend to varying degrees but each fell short of my specific needs and desired growth. And while several appeared cheaper at the onset, when estimating cost after growth (which would be the "long term") I realized paying a little more now for a consistent pricing may well be the best option. My group has 4-5 users and looking at 5,000 contacts - which need sorted and categorized and updated. So although I may not be concerned about limits on number of emails sent monthly - I did need to cap my user costs and contact costs hoping to grown to about 35,000 contacts. I spoke with all the professionals and most just didn't know what to do and each thought one was as good as another based on personal experience. Pros I tried many brands, however, each time I got a great email, an immediate response, a beautiful landing page I continued to see the name Infusionsoft. The research and features were outstanding. As I began looking at those at the higher level of business, which I wanted to obtain, I saw most, in a variety of industries, had chosen Infusionsoft. I was surprised when surveying the target group of Infusionsoft Users, they each were optimistic about their future commitment to continue their relationship. So I jumped in! I am confident it will be an investment of time, money and frustration of efforts - but I look forward to building system, upon a system and automating many general tasks and information sharing. Cons The investment was a minor con - but the prices have become more in line with the value as my years of investigation and research continued. The biggest con is the education investment and the delayed gratification of understanding this will be a process. My optimism has been a bit dampened with the realization I may not easily, understand trigger relationships and process. Additionally, my "initial payment" for training although friendly has been less than sufficient, and less than simple to establish a confidence that I can get it done in a year. However, I still believe I will be with the system for a long period of time, and patience and bridled expectations will become the new norm. Review Source ML Makayla L. sales manager Consumer Electronics Used the software for: Less than 6 months ### "Real Keap Customer " November 17, 2022 5.0 Keap is super easy compared to other software out there. Whenever I feel like I can position it to someone who may have the same needs, I do!! Pros I love that this system is so easy to use and really helps my business flourish and grow. It allows me to continue to serve my current customers but also reach out and potentially gain new ones. Cons I don't have any cons. It does what I need it too with no issues. Review Source Calum A. Marketer Marketing and Advertising Used the software for: 2+ years ### "Keap on keaping on! " October 30, 2023 5.0 Superb, does everything I need to and more and helps me keep things ticking over for all of our clients. Pros It can do as much or as little as you like. That means that for ourselves AND for our clients, we can craft regular communications, complex automations, campaigns and a variety of content that's selling, nurturing or doing whatever we want it to do. Keap's the vehicle but the destination is in our control. Cons It can at times be convoluted to evaluate data but with experience and time you can craft simple ways to manage it. Reason for choosing Keap The broad range of capabilities mean it can grow with the business and for our clients. Review Source Response from Keap November 21, 2023 Hello Calum, We love your quote, " Keap's the vehicle but the destination is in our control." It is so true that you can use Keap to do as much or as little as you want. It's always exciting to hear from people who use Keap to it's full advantage and then some. Thank you for leaving us a review! Norka G. Advertising Manager Information Technology and Services Used the software for: 1-2 years ### "Keap My Favorite CRM" February 24, 2022 5.0 We are using Keap for CRM, registration pages and Start, email automation. It is being used to extract customer data and interests, which will be very useful for New campaigns and new services and products that we want to promote to all our loyal customers and potential new customers. Pros Keap is a great tool that allows me to manage our entire company from one place. You can access lead and prospect data, invoices and quotes, as well as historical actions. It also offers automation, which allows me to send relevant messages to the right people at the right time with the most relevant content, the ROI that Keap offers you is guaranteed Cons I like everything! Keap is always available to me and can help me with any problem. Keap is always there to help me if I need it. That's why it became my favorite CRM and I have no complaints. Review Source Response from Keap June 16, 2022 Hi Norka, Thank you so much for taking the time to leave a review. We're glad to hear that Keap is an all in one software that has everything you need. MT Marek T. CEO Financial Services Used the software for: 6-12 months ### "Keap Review" May 26, 2023 5.0 The software offered a powerful CRM solution that helped me streamline my sales and marketing processes. The centralized customer data and automation features greatly improved my ability to manage and nurture leads. The user-friendly interface made it easy to navigate and utilize the various features of the software. However, the limited customization options and relatively basic reporting capabilities were areas that could be improved. Nonetheless, Keap proved to be a valuable tool for managing customer relationships and driving business growth. Pros One of the things I liked most about Keap was its robust customer relationship management (CRM) features. The software provided a comprehensive set of tools for managing customer interactions, tracking leads, and automating sales and marketing processes. The ability to centralize customer data, including contact information, communication history, and purchase behavior, allowed for better customer segmentation and personalized communication. The automation features, such as email marketing campaigns and lead scoring, helped streamline workflows and improve efficiency. Additionally, the intuitive user interface made it easy to navigate and quickly access the information and features I needed. Cons One thing I liked least was the limited customization options within the software. There were some instances where I wanted to tailor certain features or workflows to better align with my specific business needs, but the flexibility to customize was somewhat restricted. Additionally, the reporting and analytics capabilities, although useful, could have been more advanced and comprehensive. More advanced reporting options would have provided deeper insights into sales performance and campaign effectiveness. Review Source Response from Keap June 16, 2023 Thank you for sharing your review of Keap and highlighting its robust features! It's great to hear that the software provided you with a comprehensive set of tools for managing customer interactions, tracking leads, and automating sales and marketing processes. Your feedback on the limitations of customization and reporting capabilities is valuable, as it provides insights for potential improvements in these areas. Thank you for sharing your experience with Keap, and we hope it continues to support your business's success. Matt L. Founder Health, Wellness and Fitness Used the software for: Less than 6 months ### "Diverge Performance Therapy Review " December 28, 2018 5.0 The biggest problems Infusionsoft has solved for me has been easily tracking and managing all new leads coming into my business, as well as giving me an easy way to stay in touch with and market to everyone on my email list. It's also allowed me to build out nurture systems to automatically send out emails and communications to new leads who haven't quite made the decision to book with me. The best part is all of this is working for me 24/7 behind the scenes without any work on my part now, so it allows me to focus my time on growing my business and working with my clients. Pros Infusionsoft has been invaluable for the growth of my business. As a one man show currently running a cash based physical therapy practice, the biggest struggle I had prior to Infusionsoft was organizing and tracking all of my new leads, and implementing an easily trackable and repeated follow-up system. With Infusionsoft, I'm now able to tag and track every single lead that inquires about my services from the initial touch point all the way up to becoming a paying client. It's taken the stress out of managing new leads and follow-ups and has given me the freedom to focus on my clients. Not only that, but I've also been able to create campaigns that target patients after they're done working with me in addition to easily sending out broadcast emails weekly, which allows me to easily stay in touch with all the people that I've worked with. This helps me to stay top of mind so that when something does pop-up, or a friend of theirs has a need, I'm the first person they think of. In short. Infusionsoft has been invaluable for the growth of my business and I'd highly recommend it to any small business who is serious about growing. Cons The only con to speak of would be the learning curve. Luckily, I had some professional training to start my Infusionsoft experience, otherwise learning the ins and outs of the system would have been a little overwhelming. That said, it's completely worth investing the time to learn because once you've learned the system, it makes the day to day operations of running your business SO much easier. Review Source Response from Keap January 4, 2019 Hi Matt, Wow, thank you so much for taking the time to write us a detailed review on Capterra! We appreciate your input and the high marks! Cheers, Sarah, Advocacy Manager at Infusionsoft Koji N. Project Manager Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Much more professional workers" October 21, 2023 4.0 It allows you to send personalized emails to the correct customers. It is a solution designed for those who maintain newsletters for loyal customers, simplifying their work. Pros I like it because it is a solution capable of collecting customer information in a fast and even automated way. In areas of digital marketing, controlling and monitoring customers is extremely necessary and this solution only ensures that it is visible and understandable. You can access these data without problems, and its interface is quite intuitive and secure. Cons I don't have bad references, it is accessible even for small or medium-sized companies, it is a solution for CRM processes to keep your system updated, from advertising to customer service Review Source Response from Keap December 5, 2023 Hello Koji, Thank you for being a customer of ours for over two years! We appreciate you. We're happy to hear that you're using Keap in many different areas of your business. Taking advantage of automation is truly a game changer. VR Verified Reviewer Marketing Manager Information Technology and Services Used the software for: 1-2 years ### "Keap Does What We Need It to Do" June 15, 2023 5.0 Pros Keap has allowed us to have one consolidated platform for all Marketing and Sales needs. Cons Onboarding documentation could be enhanced a bit more, but overall it's a great product. Review Source Response from Keap June 22, 2023 We appreciate the feedback! Glad to hear that Keap has helped consolidate your marketing and sales needs into one platform. 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