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Formerly Infusionsoft


What is Keap?

Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.

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Recent Reviews

TrustRadius Insights

Users have found Infusionsoft to be a valuable tool for automating marketing campaigns and managing potential leads. It allows them to …
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Popular Features

View all 27 features
  • List management (147)
  • Lead nurturing automation (146)
  • Email deliverability reporting (149)
  • Standard reports (144)

Reviewer Pros & Cons

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Video Reviews

1 video

Powerful: Keap Enables Agency to Effectively Target Their Email Marketing Efforts
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per month



per month

Max Classic

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per year

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visit


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $199 per month
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CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Avg 7.9

Email & Online Marketing

Using software to manage lists, send emails, automate email campaigns, and track results.

Avg 7.7

Lead Management

The process of tracking and managing prospective customers from lead generation to conversion.

Avg 7.9

Campaign Management

Users can schedule campaigns and/or events with reminders, announcements, etc.

Avg 6.8

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Avg 8.1

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

Avg 7.8
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Product Details

What is Keap?

Keap focuses on helping entrepreneurs succeed. With sales and marketing automation, in concert with its CRM, users can create repeatable processes designed for growth while making the most of work hours. Keap is designed so that users can take control of the chaos in their businesses with:
  • Sales & marketing automation: Emails and other marketing actions are triggered by client action
  • Sales Pipeline: Visual dashboard to track the sales process
  • Payments and e-commerce: Invoices for clients can pay in one click
  • Reporting & analytics: Know what’s working and where to focus time
  • Appointments: Clients book time based on the user's availability
  • Email marketing: Email automations and templates
  • Mobile app: A dedicated business phone line, SMS & email to stay connected
  • Integrations: Connect data with hundreds of apps

Keap Features

Email & Online Marketing Features

  • Supported: Landing pages
  • Supported: Mobile optimization
  • Supported: Email deliverability reporting
  • Supported: List management

Lead Management Features

  • Supported: Lead nurturing automation
  • Supported: Lead scoring and grading
  • Supported: Data quality management
  • Supported: Automated sales alerts and tasks

Campaign Management Features

  • Supported: Calendaring

Reporting & Analytics Features

  • Supported: Standard reports
  • Supported: Custom reports

Platform & Infrastructure Features

  • Supported: API
  • Supported: Role-based workflow & approvals
  • Supported: Customizability

Keap Screenshots

Screenshot of a Keap invoiceScreenshot of Screenshot of the entire sales pipeline displayed in one view.

Keap Videos

Customer Success Story: Nuno Silva, Owner of Papeloja
What is Keap? A Sales and Marketing Automation Software + CRM

Keap Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesUnited States, Canada, United Kingdom, Australia, New Zealand, South Africa, Ireland
Supported LanguagesEnglish

Frequently Asked Questions

Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.

Keap starts at $199.

Ontraport, Salesforce Sales Cloud, and Constant Contact Lead Gen & CRM are common alternatives for Keap.

Reviewers rate Triggered drip sequences highest, with a score of 9.

The most common users of Keap are from Small Businesses (1-50 employees).
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users have found Infusionsoft to be a valuable tool for automating marketing campaigns and managing potential leads. It allows them to track the status of leads and differentiate between good and bad leads, streamlining the lead management process. One real estate business in Philadelphia has utilized Infusionsoft to organize tasks, coordinate with clients, and send campaign emails. This has provided them with updated client profiles and customization tools, enhancing their overall efficiency. A marketing officer has also used Infusionsoft to build and integrate campaigns with Clickfunnels, exploring features like decision diamonds to enhance engagement and fully utilize the software's potential for lead capture, nurturing, closing business, and managing upsells. Overall, Infusionsoft serves as a comprehensive solution for managing customer relationships, marketing automation, sales tracking, and e-commerce. Users appreciate its ability to handle a large number of clients and referral partners, improve newsletter creation, and provide essential tools for sales, accounting, store management, marketing, and communication. By centralizing lead information and automating client engagement journeys, Infusionsoft has simplified life for users by enabling effective segmentation and ensuring no leads are overlooked. It has been leveraged by small companies to reach out to prospects and clients efficiently, acting as a silent sales partner that enhances cost efficiency in the sales system. The software offers flexibility in handling various communication channels like emails, faxes, internal communications, and voicemails while providing integrated marketing software capabilities. Additionally, Infusionsoft has enabled significant business growth by facilitating communication with B2B networks and supporting marketing efforts such as advertising, online sales quoting, invoicing, and customer tracking. Whether it's automating email marketing campaigns or creating e-courses that complement non-fiction books using CustomerHub integration, Infusionsoft has proven to be an effective tool for businesses across various industries.

Attribute Ratings


(1-25 of 209)
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Taylor Hicks | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
We use Keap for all sales and customer service automation, in addition to marketing campaigns. Keap helps us stay in regular and easy contact with leads, clients, and partners by scheduling out communication cadences with automated tasks. We also send all one-off communications and newsletters through Keap. The reporting and functionality are exactly what we had in mind for our business when we began pursuing joint CRM/marketing software.
  • Newsletter sends
  • Automated sales cadences
  • Detailed contact records
  • Pipeline reporting and modification
  • Sometimes when they roll out updates, things get buggy.
  • Lead scoring in Keap Pro
I think Keap works very well for small businesses with only moderately complex business needs. I imagine enterprise accounts and agencies may not have all their functionality and needs to be met in Keap. Keap is perfect for seasoned professionals but is also great for people with no experience using similar software, as it is incredibly intuitive and user-friendly.
Armand Panganiban | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Keap is being used in several different ways. Primarily in lead nurture. We use a Keap form to collect lead contact info. From there, we have automated email sequences to build a relationship with the lead. We also use Keap for customer testimonials. After a lead has been purchased, we send them an automated sequence that asks for feedback.
  • Automated emails.
  • Lead database.
  • Application integration.
  • More price options.
  • More done for you templates.
  • More onboarding tutorials.
Keap is good for businesses that build email lists. Keap will manage the leads and makes the lead nurture easier to manage. Keap is not suitable for small companies where someone is unable to dedicate the time to use the application. There is a slight learning curve required in order to use the application effectively.
Score 2 out of 10
Vetted Review
Verified User
We used Keap for email campaigns to customers in our e-commerce business. We integrated an outside app to help us remind customers when it was time to reorder and replace product.
  • CRM
  • tagging customers to segment
  • database management
  • phone and chat support are good
  • has not kept up with other platforms on automation of segmenting
  • not intuitive
  • older design - requires more steps to accomplish the same thing
In my opinion, the price for what you get with Keap is not worth it. We switched this week to a new ESP. We never really used the CRM functionality and there are much better platforms for email than Keap. Now that we're on a new platform, I think Keap's logic and setup seems so antiquated.
July 06, 2023

Keap Pro

Ashley Voltoline | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
We have been using Keap for three and a half years now in our own business: to send invoices, accept payments, send emails and make calls and texts. The Pipeline in Keap Pro has been super helpfun for us to visually see where each of our leads is at in the sales process. Being able to automated follow up has enabled us to grow.
  • Follow up
  • Organization
  • Sales pipeline
  • Phone line
Small to medium sized businesses who need an all-in-one system are best suited for Keap, in my opinion. There is a lot of value in being able to start collecting leads (with landing pages or forms) and payments (using quotes and invoices) all in one platform. Any business that can scale using email and text follow up would benefit from Keap.
TJ Nigro | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
In our organization, we utilize Keap to streamline our customer relationship management (CRM) processes. Keap helps us address business problems such as managing leads, automating marketing campaigns, and organizing client communication. Our use case with Keap encompasses capturing and nurturing leads, tracking sales activities, and maintaining personalized customer interactions, ultimately enhancing our overall efficiency and customer satisfaction.
  • Organize contacts.
  • Process leads.
  • Monitoring a customer/project through the loan process.
  • The email creation module is not as robust as it could be.
  • Duplicate contact removal.
  • Limited text campaign size (number of recipients).
Keap is very good at contact management and automation creation but weaker at email campaign creation. I was particularly interested in a function where when manually entering a new contact, you are then able to email that contact using a premade HTML template. It will currently not do this. There is a workaround, but it is unnecessarily ponderous.
Score 7 out of 10
Vetted Review
Verified User
Keap was our CRM solution to ensure we had consistent outreach to clients and potential clients. We also used Keap to send out email campaigns.
  • Targeted emails
  • Keeps notes on clients
  • automations
  • Too complex for a small business
  • Takes a long time to load data
  • Automations were difficult to understand and test
Keap was great for tagging people in different segments such as geographic locations, interests ect and then being able to reach out to that segment. It had intuitive and quality email campaigns.

Keap was not as user friendly as I thought it would be. It often ran slowly and had overly complicated interfaces. It was clearly designed for larger corporations and then retrofitted for a smaller enterprise.
Score 8 out of 10
Vetted Review
Verified User
We use Keap as our primary CRM for both prospects and current customers, housing data about the marketing and sales process as well as current plans, team members, invoices, subscriptions, and anything needed to describe a customer account. We also use it as our primary email marketing and automation tool building evergreen campaigns, one-time campaigns and blasts, or triggering 3rd party integrations for things like direct mail and text messaging.
  • Highly customizable - fields in contact records can be created and integrated with many different tools
  • Automation - this takes a learning curve to do really well but is very powerful if you know how to use it. Well beyond cheaper email campaign solutions
  • Reports (mostly) - There are probably hundreds of reporting options in different parts of Keap, and the most useful ones can be highly customized with all custom fields, saved, and used on a recurring basis. Some reports I wish had more capabilities like their main ones, but for the most part it works very well.
  • Integrations
  • Detailed logic building in campaigns can be somewhat challenging for new users. After 5 years I don't feel limited by this but when it's time to train new team members they're prone to mistakes for quite a while.
  • Some reports lack the ability to combine with custom fields/other search parameters which requires some work arounds like tagging the results of one report to open in a different report and narrow down.
  • Change history on company records, contact records, subscriptions etc is difficult to see. This doesn't come up often but sometimes we need to see who changed a setting or subscription and can't find that right within Keap
  • Quickbooks integration. This applies mainly to Keap Max Classic, but connecting invoices to quickbooks now requires a Zapier connection which is not as simple as most Zapier connections to make work cleanly, especially with multiple products on an invoice.
Keap's advanced tools can power a seriously complex marketing team / CRM team. Its deliverability rate seems pretty high which is helpful and I've yet to find a challenge we couldn't do something to address. That said, those advanced features also mean you need someone or a small team that is well-trained to really use it to its full potential. If you're going to pay for it, you should be prepared to train up and utilize it well otherwise there may be a cheaper option if you need something simple.
February 07, 2023

Highly Recommend Keap!

Score 10 out of 10
Vetted Review
Verified User
We use Keap as our CRM to keep track of our current sales pipeline. Keap makes it easy to actively engage and keep track of all of your marketing going out. The biggest take away I can say about Keap is the AUTOMATION it provides. This will save you a lot of time and money! We have emails going out every day to our database with drip marketing and it's all automated! 99% of our campaigns are automated by a click of a button!
  • Automation
  • Organized use of CRM
  • Campaings
  • For beginners, it is a barrier to entry
  • The price is much higher than most CRMs
  • Duplicates are hard to manager after you've already marked them as non duplicates
I think Keap works well in all businesses that have customers! I've been in several industries that use Keap. Truck sales, computer sales, and mobile party sales. It works for all of those platforms!
Score 8 out of 10
Vetted Review
Verified User
Keap is as close as you can get to have 2 core services in one. The CRM is powerful and useful, but the automation mail delivery is really where the magic happens. You can create as many layout you want for as many situation you may posible need and for our business, this tool is the one that we keep because addresses also invoicing and schedule meetings. Really is a all in one solution for SMBs.
  • Automation
  • Shot mailing according to triggers
  • Schedule Meetings
  • Invoicing / Payments
  • Create custom currency for invoice
  • Offer second number worldwide with SMS
If you are starting a business and need to create your initial list with automations, keap works really good. Better than Mailchimp for example. But after you start collecting mails, the CRM included, works as stated. The CRM is great and features a pipeline where you can count on. The idea of having a phone line to receive call, works only in the states and this feature should be extend worldwide. Clients are everywhere. Also having more languages available other than english, will be a plus. One thing thow. Keap do not work well when trying to comunicate in other language than english.
Score 9 out of 10
Vetted Review
Verified User
As a non-profit and for profit fundraising and sales consultant I use keap to manage my list, send my blog, track my client work, register workshop attendance, promote program sales, create email marketing sequences, and serve as my shopping cart. With a list of 15k, I use keep to segment my list to provide the best fit for list members. It's also served me well as a cart.
  • shopping cart
  • send complex email sequences
  • sync my emails with specific records
  • Email deliverability - an ever changing frustration to know what will count as "activity"
  • Rigidity in applying double opt in
  • accurate checking for dups
  • use of templates and integration with website
I jumped into Keap when I didn't really have the records or support. You need to at least be to a point in your business where you can retain help to work with Keap and have at least 7000 records. It's expensive and too much too soon
Ryan Pond | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
From email to product orders, leads to past patients, if someone that doesn't work for the business comes in contact with it then Keap is likely the underlying system that made that interaction happen.

We use Keap/Infusionsoft Max Classic to automate the customer facing side of our business. We use Keap for email, SMS, landing pages, funnels, orders, subscriptions, and customer relationship management. The software is robust and powerful if you have the full functionality available through Max Classic.

I can't ignore the reputation the software has as "confusionsoft." I think this stigma was attached to previous versions of the software, or by people that didn't have or take the time to learn the software. Ultimately I always prefer software that is limited by power, not design.

Infusionsoft let's you squeeze every bit of power out of it that you possibly can, if you take the time to learn how to use it properly. On the other hand, I've used software like GHL and Active Campaign that have a lower learning curve but also limit the capability of the user by design and it is a frustrating experience for someone like myself.

I've used a lot of different software and software suites, but I have yet to find one as robust and complete as Keap/Infusionsoft. There is a steep learning curve, but it isn't impossible to learn and it is a skill that will pay dividends for your business if you are willing to make the time to learn it. The one thing that I do wish they would improve on is the analytics functionality.

Overall, Keap/Infusionsoft has taken our business from a daily hassle of followup and reaching out to an automated business that tells us what customers need attention and where they are at. This gives us time to focus on what really matters to us, the customer. Not the systems.
  • Email Marketing
  • Customer Relationship Management
  • Landing Pages
  • Customer Orders
  • Subscription Billing
  • Funnels
  • SMS Marketing
  • Analytics
If you need a place to store customer information, handle email marketing and automation, build landing pages and funnels, and take payments and orders then I couldn't suggest Keap/Infusionsoft more.

If you are looking for any single slice of that pie, such as only building funnels or only storing customer information, then there may be better suited software with a lower price tag. I also think that if you rely heavily on SMS marketing then they are probably better solutions out there.

But if you are looking to fully and seamlessly automate your business then Keap/Infusionsoft delivers the best bang-for-your-buck value on the market in my experience.
Score 9 out of 10
Vetted Review
Verified User
Keap has been crucial to our organization's success and longevity, while allowing us to deliver mass amounts of personalized content at an astoundingly easy rate.

I use Keap in my organization mainly as a Customer Relationship Management and as a database for our prospects, referral partners, and active clients. It is a software that is essential to the daily operation of the business as well as the role I play at Credilife, which is primarily sales-oriented. We use FixYourFunnel as well, which is integrated with Keap and it makes it easy for me to make calls and texts that are automatically tracked and recorded which makes marketing very easy. It also is a database where every one of our leads or clients is in, and it directly addresses our need for information management.
  • Tracks information
  • Integration with other software
  • Saves time and effort
  • Customer Relationship Management
  • More integration with Zoom and other softwares
  • UI could be improved to be smoother
  • Not needing to click "Save" after each change in Tags and other tabs
A specific scenario based on my experience with Keap so far that it has really shone is during the onboarding process for our new clients. Whenever I process an enrollment, I am able to submit the proper information and submit a form that our intake team can access and see the necessary information in order to make the process as smooth as possible and save our team time and ultimately the consumer time as well.
Lisa Catto | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
We use Keap to capture and manage all of our contacts, our sales pipeline process, outbound communication, and fulfillment of our services.
  • Sales and Marketing Automation.
  • CRM - Segmentation.
  • Mass Mailing.
  • Sales Process.
  • SMS
  • Managing Sales Pipeline
  • Some of the eCommerce functionality.
Keap is ideal for small and medium-sized business owners that want to save time, get organised, and grow sales. To have immediate access to important data, be able to automate tasks large and small, and know exactly where any contact is in their customer journey with the business.
Score 10 out of 10
Vetted Review
Keap solves many problems in our business, but the ability to serve our audience 24/7 is a key benefit. This takes the form of collecting leads from various inquiry types on our website and people being able to book online themselves, to clients being able to pay online whenever it suits them. It allows me to capture and convert more leads, save hours, and get a competitive edge over my competitors.
  • Campaign Builder - as I’m a visual person, the ability to map out and build automation on not only sales and marketing funnels, but internal processes as well. This has been a game-changer to setup automation and we continue to reap the rewards years later.
  • CRM - using it as a CRM has allowed me to have a single source of truth for my leads and customers to collect info on, add notes, track and trigger automation savings hours every week, and help prevent leads from falling through the cracks.
  • Innovation - they were one of the first in the market and are still innovating to make the product better.
  • Version Options - There are 3 different versions of the software now (we use 2 different versions across 3 businesses). Depending on your needs - you can grow with the platform if you want to access more functionality, or keep it simple and have an easier user interface
  • Text Messaging - they just released this in the US. It will be good when this is available for other international users for text broadcasts and automation.
  • Business Line - this will also be good when it's available in Australia.
Keap suits a service-based business, such as a coach, consultant, professional services, speaker, or educator. The platform helps automate the sales and marketing processes for these by capturing leads, nurturing prospects, managing sales pipelines, appointments, selling online, membership courses, affiliates, and more. It's probably not best used as fulfillment for a business selling hundreds of physical products. Although you could still use it for front-end marketing, it wouldn't be the best for backend delivery.
Score 10 out of 10
Vetted Review
Verified User
Keap is being used by my entire organization. It has allowed us to manage our business processes using the pipeline feature, streamline our communication with campaigns, and broadcast and organize our customer database using tags and groups. It has solved many challenges for our team by eliminating repetitive responses by using templates, saved us time with easy quotes and mass communication with targeted broadcasts, and helped us streamline our engagement with our leads and clients using campaigns. We love it so much it has become a staple in the way that we approach helping our clients. We assess their business software and are able to eliminate unnecessary and expensive software and replace it with Keap. With Keap, we are able to help them get the business strategy and processes that are stuck in their heads into sales and process pipelines that allow them to duplicate delivery and provide consistency in client services and the overall client experience. With Keap, we help them get away from the never-ending task list by helping them automate and provide efficient follow-up. We even show them how to organize using the task list in Keap to ensure visibility to deadlines and tasks that can not be automated. Finally, as we work with the client on business challenges and help them prioritize needed improvements, they are able to see the light to their happy place where they can be owners and visionaries that can truly focus on creating value for their clients and growth for their company. We use Keap to help small businesses get out of the box and back to the business they love!
  • Organize leads.
  • Helps to organize sales processes.
  • Helps with easy communication using campaigns and broadcast.
  • Helps me sell by using easy quotes.
  • The appointment feature can use more flexibility in how you set up availability.
Keap is well suited for any business owner that needs to categorize their leads and clients so they can better direct communication and offers to their client or potential clients. It is great to help disorganized entrepreneurs and small business owners get their contacts, conversations, and client experiences streamlined and established for quick and easy follow-up and follow-through (even for internal tasks and planning). Small business owners that value their hat - you have been spending time duplicating or replicating off the daily to-do list and could use the features in Keap to help you automate and communicate easily and effectively.
Wayne Manning | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We are a coach training organization, specializing in business, executive, and personal coaching education. We use KEAP Max Classic for:
  • Course and program marketing
  • Client/student record management
  • Communications
  • Tagging and client segmentation
  • Product ordering with good promotion capability
  • Complex auto-marketing and prospect nurturing features
  • Hiding, but retaining, archived campaigns, promotions, products, etc.
  • An ACH debiting option in payment collection
It does what we want in nearly every instance. I am particularly impressed with the level of customer service when I call with an issue. I am rarely disappointed, and that is usually when a feature does not exist. Almost always, the tech rep will offer to pass the question re a "missing" feature on to development for consideration.

I discovered KEAP partner Greg Jenkins and Monkeypod Marketing earlier this year, and have found Greg and his team and followers to be a tremendously valuable resource. If KEAP can do it, Greg and his folks know about it and can provide a lot of time and labor-saving support.
Brett Fairbourn, M.Ed. | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Keap is the hub of the customer-facing aspects of our organization, and it also helps us automate and organize a bunch of internal processes as well. Some problems we've solved with Keap are: lead collection, sales pipeline management, general CRM (notes on interactions with prospects & customers), automated follow up, long term nurture, appointment reminders, renewal reminders, revenue and churn tracking, and a bunch more.

Here is just one specific example: We wanted to start holding live webinars. To start simple, we decided to have a weekly webinar at the same time and day of the week, every week. In Keap, we set up a single campaign to handle all webinar registrations and reminders, forever. If it's before Wednesday at 10am, the campaign is short, reminding them of the webinar happening very soon. After Wednesday at 10am, any new registrants will receive reminders about the following week's webinar. With Keap Max Classic's campaign builder, it's easy to build an evergreen campaign that follows up appropriately depending on the timing of the registration. All we do now is run the webinar once a week.
  • Sales pipeline management and automation
  • Automated long-term nurture
  • Note templates as shortcuts for sales reps (with automated follow up)
  • Keap is very contact-centric. It's hard to manage B2B relationships.
  • I wish Keap Max Classic had built-in appointment scheduling.
  • The relationship between opportunities and contacts is sometimes confusing.
For a new business growing toward or through 6-digit revenue stages, Keap is great. If the "business" is really just an idea without much substance yet, or if the business is well into the millions in terms of annual revenue, then the business is probably outside of Keap's sweet spot.
October 27, 2022

Best bang for your buck!

Austin Moorhead | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
We use Keap, both internally, to manage our day-to-day and assist our clients with the use of it. Keap manages our leads and customer communications, referral commissions, merchant accounts, integrates with our phone & several other applications that we use, and a ton of custom reports that gives us insights into our KPIs.
  • Custom Reports
  • Integrations with 3rd party applications
  • Referral Commission Tracking
  • Customer Journey Communications
  • Payment Processing
  • Access opportunity data at the campaign level
  • Note organization
Keap is amazing for startups and companies generating less than 10 million in revenue. Teams ranging from 1-100. I wouldn't recommend it to people who are tech challenged unless they get assistance from a Keap Certified Partner because it has too many features that could derail a simple plan.
Vittorio Goletti | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We do campaign automation with Keap, to build trust with our 3 Audiences: IT Companies, Young people just out of school, and Trainers.
  • Tag.
  • Campaign automation.
  • Help on line - super chat, they don't stop until they solve your problem.
  • Training. They have super trainers. The best of the best is Greg Jenkins. The first time I followed a course, I asked a question. He answered with a video, just for me. It was more than 10 minutes. Super clear, super useful. This had never happened to me before.
  • Stronger interaction with Facebook
  • Insert easily video in the emails in the campaigns
  • Go back when you type an email, if do a mistake
OK Automation. Improve Video management.
Score 10 out of 10
Vetted Review
Verified User
I use Keap to automate almost every customer-facing interaction after the point of opt-in. So, once a lead signs up for something, they're added to my Keap CRM, and then the automation kicks in to fulfill the expectation that was set and to guide them forward. I've designed an intentional customer journey, which helps systematically turn prospects into customers - and Keap's automation is the backbone of this experience. The automation not only delivers what the prospect has requested but also follows up with them to help them continue making process. It guides them toward a purchase, and after they've signed up as a customer, the baton is passed to a different set of automation that welcomes the new member and helps them feel comfortable with what to do next. The peace of mind I get from having my CRM, marketing automation, and e-commerce features all under one roof is unrivaled. It helps me feel confident that I know the experience my leads, prospects, and customers will have is exactly what I've designed.
  • Contact Database Organization.
  • New Prospect Engagement and Nurture.
  • New Customer Onboarding and Fulfillment.
  • Processing Orders.
  • Capturing Leads.
  • Affiliate Management.
  • Marketing Automation Campaigns.
  • Customer Journey Design and Execution.
  • The overall UI could be updated to feel more modern.
  • The Sales Tax features are lackluster.
  • The affiliate center design is limited.
Keap is a good fit for any business looking to do more of what they do best. It helps you systemize your processes and deliver a consistently positive customer experience over and over. At a more detailed level, I think it's best suited for small businesses with 1-25 employees. I've seen it work for larger organizations too, but usually, they have a handful of individuals who actually log into the software. Ideally, the company would be earning 100,000 or more - that's not to say it can't benefit a smaller company or a start-up; I just find that more established companies seem more willing to invest in their marketing budget, and using Keap successfully requires an investment of time, money, or both. As far as industries go, it works well for any business that generates leads and wants to automate the follow-up with their new prospects - this could be coaching businesses, agencies, consultants, local service providers, or more formal professions like dentists and lawyers.
Nancy Seeger | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Keap is the marketing automation software that has run my last two companies.

My digital marketing agency uses it for everything from the online shopping cart to the delivery of services, reports, tracking, CRM, and even collecting testimonials. I have been using it there since 2010.

My live events company used it for three years (Until the pandemic) when we were running 14 live events per month--and it again processed all orders, registered event tickets, supported our membership portal, supported our ticketing portal, tracked speakers, contracts, projects, and all renewals. We did a case study of that use case here
  • Manage new leads and nurture them until the convert into clients
  • Track all client engagement opportunities and activities taken in the CRM
  • Provide followup information in a timely and customized format for events, webinars, and other lead-generating activities.
  • Webform needs to be updated for style and layout
  • Landing pages could be more robust in options and variations
  • Analytics needs better tracking
Great tool for marketing automation around events, live or online. Great for working with coaching clients or managing membership portals. Excellent at tracking things like recency, frequency, and monetization of products or platforms and reminding clients to buy. Not as great for complex contact relationships like parent and child tracking.
Richard Bueckert | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Keap to capture our incoming lead information, then we leverage Keap's automation to move our prospects to buyers. Because of Keap's powerful segregation and decision features, we're able to deliver a bespoke experience to all of our clients. Additionally, we use Keap to automate and track service delivery and collect most of our payments. We also use Keap to automate many of our internal processes like recurring weekly assignments and the hiring process for several different postions.
  • The ability to enter a form directly into a webpage thus eliminating the need for additional WordPress plugins.
  • Built-in order form and shopping cart functionality including payment processing.
  • Easy-to-use task management allows us to trigger different automation depending on the completion goal of the task.
  • There are 2 different mail builders as they upgrade the system which can be a bit challenging but the builder in the newest version is extremely easy to use.
  • The landing page builder is not quite as robust as some 3rd party landing page builders but improvements and feature enhancements are added regularly and have made it very easy to use.
For a small business that's crossing the $100k sales barrier, Keap is an ideal option for automating many of the tasks that used to be done manually. Best of all, it never calls in sick, never has a bad day, and never asks for a raise! It's the ideal employee! We also recommend Keap exclusively because the interface is easy to understand and you don't need to hire an expert programmer of 95% of the automation you need to build.
Score 10 out of 10
Vetted Review
I use Keap in all aspects of my business, from invoicing to appointment setting to referral requests to long term nurture. It saves me tons of time, reminds me who I need to follow-up with, notifies my customers when they need to update their info or book call with me, and provides me the reporting I need to understand where my business is today, so that I can plan for tomorrow.
  • Follow-up with leads.
  • Follow-up with clients.
  • Nurturing clients/leads.
  • Appointment reminders.
  • Contact management.
  • Tracking monthly & annual sales.
  • Occasionally, clients with some complex needs for sales management can have difficulty with Keap, but generally most needs can be met after discussions and thoughtful planning.
  • Email inbox placement can sometimes be an issue, but I've found that proper planning, utilizing best practices and careful list hygiene management takes care of this in nearly all instances.
  • For my use, the ecommerce functionality is fine, but I do have clients who need more robust reporting and taxation functionality, which has been improving, but is still an area that needs additional attention.
It would depend on their needs and where they are in their business growth. Keap is a fantastic tool, but just as a hammer is not the right tool for every job, Keap is not the solution for every business. All businesses should carefully weigh their needs and compare several products to ensure that what they select with be the best option.
Venkatesh Srinivasan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We use Keap for email automation and other tasks. What keeps it high is it can be integrated with many applications, which is very much useful for small businesses. They also have many training materials available to help small businesses like us to train ourselves to get more output.
  • Email Automation.
  • Lead Management.
  • Sales Pipeline.
  • Payment
  • Ease of use, but vast number of training materials available.
  • It's like mobile version has low features compared to the web version.
  • The campaign part is bit complex and take time to learn things.
Keap is a solid CRM with everything needed for a business, but what it makes a bit lagging is it's not easy to use. Need to be trained before using it, but there are a lot of resources/training materials available to train ourselves. Overall, it is highly recommended with multiple features in it.
Score 10 out of 10
Vetted Review
Verified User
Keap serves as our CRM, our email communications platform, and a place to manage our e-commerce. We previously had an ineffective patchwork of cheap tools, and Keap has been worth every penny in preventing all the loss of information translation between those. I love the automation available as it provides us with plenty of opportunities to streamline our processes, nurture campaigns, and follow up. It provides us with better ways to track our income as well as the effectiveness of our marketing. Along with AccessAlly, we have recently been able to integrate Keap into our website processes as well, further automatic our customer journey for both members of the organization and new leads.
  • Pricing: Keap Max Classic (formerly Infusionsoft) is affordable for nonprofits and small businesses and includes all the automation features we need!
  • Customer Support: Our onboarding and success coaches have been so helpful, taking into account some unique processes we have and finding solutions.
  • Updates: Keap is constantly providing more and better solutions!
  • Analytics: They have recently added some analytic reports and dashboards, but I believe they still have a lot to be desired here. Because they are still rather new, I do have faith these will be updated.
  • Membership: Our organization and e-commerce include membership to our Institute, which isn't quite something that Keap was designed to support, so we have to get creative to automate processes or are stuck with some manual things.
  • Shopping Cart: The Keap shopping cart leaves something to be desired with UX, especially for our international customers.
I've worked with many CRMs, and Keap is by far my favorite. Its unique Campaign Builder provides an easy visual for your automation and helps you know what questions to ask to Support if needed. It's a great price point for small businesses and nonprofits, and they are constantly updating their offerings without extra charge. It might not be the perfect fit for nonprofits that rely on donations (you'll need an integrated software to do that well) or organizations that are solely membership-based, as we've had to design our own workarounds for these.
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