Keap

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.

Pros

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

Cons

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

Alternatives Considered

Reasons for Switching to Keap

Pros

It has all the functionality and automation I need to help in business! I was able to create many automated email campaigns to send to prospects and clients without every worrying about it. The email templates make it simple to save and create content for future or recurring use. Finding information for contacts is simple with forms and orders and checking on payments is convenient.

Cons

Creating the email campaigns initially was confusing and required several calls with support team members. They were helpful and I was able to make it work, but sometimes connecting different email triggers together or using other software in connection with it isn't as intuitive as it could be.

Pros

It has a lot of areas a company may need help with in one app.

Cons

There are often glitches and the reports are useless.

Pros

We have used and abused this CRM in our company with a lot of integrations. It's safe to say that it behaves as expected and offers multiple functions for our particular needs. The layout of the overall information is not annoying to read and you can find what you're looking for rather quickly and easy

Cons

It's not perfect, sadly. The main issues are automating emails for clients and not being able to remove them from suppression lists when they bounce without contacting Keap's agents, who most of the time answer incredibly slowly or don't understand requests. The quick search gets broken constantly and I don't know if it's a general thing, but it is also super slow to advance and process simple commands.

Pros

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

Cons

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

Alternatives Considered

Reasons for Switching to Keap

Pros

Their support is top notch. They are easy to get access too and usually not much of a wait.
Great training library and easy to find videos for how to.
Visualization for how a campaign will lay out and connecting the sequences.
Their integration of ai tools to help with sales letters and landing pages and offers
Large database of tools and partners, but not monitored to see if they actually work or are still supported and support staff can't help even when the tool is recommended by keap -- like to add your optin box and contact form to wordpress.

Cons

The COST. The minimum system if for 5 users and is pretty pricy.
They have a great set of tools that can really work well for a digital products company and managing the sales funnel process, but it isn't suited for straight customer AND relationship management because if you maintain contacts for relationship purchases and historic reference, you can't just make them inactive. So the system acts like the minority report and in case you might accidently send emails to old contacts it stops your ability to send current prospects emails until you delete old records. and old records to them are 4 months... if they haven't received an email in 4 months, opened one in 6 months they are OLD and limit your deliverablity. Only option is to delete or manually go in and remove every email in the primary so it is empty, even if you have coded as not.marketable.

Pros

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

Cons

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

Alternatives Considered

Reasons for Switching to Keap

Pros

Focuses on inbound marketing and sales. Use templates to create professional looking emails and documents very quickly and easily. Keep track of your customers interactions including emails and meeting. It promotes collaboration between teams and helps us in keeping leads,deals and customers. A very secure and reliable software you don't to miss.

Cons

Keep is the true definition of amazing,no cons.

Pros

Customization gives this tool the capability to adapt and integrate with existing software. It incorporates desktop productivity tools. Sales forecasting and automation saves us time and energy on repetitive tasks. Keap has raised our metric for success by matching our efforts with digital forecasting. Brings great Sales analytics skills. Reporting and dashboard have helped us view statistics in a highly visual and engaging perspective.

Cons

On top of being a little expensive, the support team is quite slow. Something should be done on the cost and reliability of the customer support team.

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.

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.

Pros

It's a simple and straight software where you can save .Get new leads which will make your business grow with this software.With Keap you can really grow your revenue and reach your targeted audience.Keap helps us get new leads and simply your workflows through the sales process.You can easily communicate with your audience through messages or email and watch the results roll in.

Cons

I no cons for keap instead I would highly recommend it to anyone who wants to scale into new heights of success.

Pros

The automation tool helps me to grow,Run and scale our business and also not forgetting the capabilities to create systems as an owner not leaving behind the availability to able to import my client list.

Cons

It’s very hard to observe the past record of transformations in company contacts list, documentation and subscriptions.

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

Reasons for Switching to Keap

Pros

The feature I liked most in the Keap application was e-mail management, campaign arrangements, and sales tracking.

Cons

I didn't like the data analysis very much, it could be improved a bit.

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.

Pros

Literally almost everything! I won a year subscription from participating in a conference and it was literally everything I needed in one place. The customer support team was SOOOOO helpful. I mean literally you can get someone on the phone to talk to EASILY! As you can imaging this is very important when you are new to using such a large and robust platform!

Cons

The only thing was the price. Now, do not get me wrong it was totally worth it. But at the time I was just starting my business and could not afford to continue.

Pros

It has a lot of features at a cost effective basis. It is definitely a beginner CRM. The coaching sessions were helpful

Cons

It could offer a better way to organize information and format it.

Pros

I like its speed and simplicity, allowed me to follow my sales more closely, customer service management

Cons

the beginning of using this software was difficult for me but after perseverance I got through it

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

Pros

Use them for email marketing and crm. It’s easy to use and has helped me organized

Cons

Pricing could be more affordable for access by more

Pros

Hand on training to get set up was appealing. Customizable functionality.

Cons

Keap did not really integrate with anything, so all of the contacts had to be manually added. If you wanted it to do anything you had to build out the automation and I had no experience with programming. When I told them it was not working they kept all my money and would not even give me a partial refund. DO NOT sign up for a year until you KNOW it is going to work for you. I was told I could use my cell phone for the text and calling function and then when I went to set it up I was advised not to. After paying for one on one training I had gotten no where after 3 of my sessions. They were going to try to figure out how to do a few thing in between our appointments and then when we would meet again they would not have done it and acted like I should devise a work around.

Pros

great for a start up business and very affordable

Cons

its marketing around it is lackluster i only know about it because my classmate mom uses it for her food company

Pros

It’s a good all-in-one solution, especially for small business. It also offers comprehensive features, such as lead capture, appointment scheduling, invoicing, and customer management. In this way, it’s easy to keep track of everything.

Cons

It can be overwhelming for new users with enough knowledge in CRM software. In addition, it can be a bit expensive for small businesses.

Pros

Keap has been a game-changer for me with its easy-to-use automation and CRM features. I love how I can customize workflows, track everything in one place, and get great insights to grow my business.

Cons

Keap can be quite pricey, which might be a stretch for smaller businesses like mine. The learning curve is also a bit steep; it took me time to navigate all the features fully. I sometimes wish for more customization options in reporting, and the mobile app doesn’t have all the desktop features, which can be frustrating when I'm on the go. Lastly, while customer support is helpful, I've experienced longer wait times when I really needed assistance.

Pros

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

Cons

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

Pros

The tool that I use the most and that is useful to me is sales tracking because I can have a better focus in this area without losing track, I also use a lot of tracking that can be given more personalized to potential clients so that they receive the correct emails. with the information. It makes it easier for me to have a more fluid electronic commerce with new and old customers to continue providing good service.

Cons

In my case everything has worked wonderfully for me, there is nothing that has made me upset in the past

Pros

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

Cons

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

Pros

All the features that were available, including their CRM system, email features, tagging features and how easy it was to clean out duplicate contacts and clean my list.

Cons

Their order form and sales page templates were lacking

Pros

I guess their support is fast to answer. But that is about it

Cons

Missing basic features for marketing like:
- automatic UTMs on emails
- being able to organize opt ins easily
- just overall clunky
- some support people give wrong information and then argue with you about it

Pros

I had high hopes for Keap, considering its promising concept, but my experience with the software has been far from satisfactory. The numerous bugs plaguing the system make it a frustrating and unreliable tool for managing contacts and communication.

The most glaring issue lies in the phone and text features, which seem to have a mind of their own. More often than not, they simply don't work at all, leaving me in the dark when it comes to crucial communications. This inconsistency is not only inconvenient but also undermines the very purpose of the software.

To add insult to injury, the mobile app performance is even worse than the desktop version, making on-the-go management a nightmare. It's disheartening to see such a lack of attention to the mobile user experience, especially in an era where mobile functionality is essential.

Cons

Customer service is another major letdown. My attempts to seek help have been met with abysmal response times, and when I do finally hear back, the quality of support leaves much to be desired. I've resorted to contacting my assigned representative, [sensitive content hidden], and his manager, [sensitive content hidden], but their responsiveness has been shockingly slow. Waiting weeks for a reply is simply unacceptable, and when I do get a response, it's clear that the customer service team is still grappling with the basics.

In conclusion, while Keap may have a promising concept, the execution falls flat due to persistent bugs, unreliable communication features, a poorly designed mobile app, and a customer service experience that can only be described as abysmal. I would strongly caution anyone considering this software to explore alternative options with a more reliable track record and a commitment to customer satisfaction.

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.

Pros

I like the scalability that comes with the tool which makes it possible to automate marketing campaigns.

Cons

The tool is a bit costly compared to other tools with the same capability

Pros

The idea that I could have everything in one software!

Cons

Reality was that they were not good at making any of the many functions work well and seamlessly. Be prepared to spend hours with their support team and get to eventually no-where.

Pros

Has a lot of extra functions, making it more than just a simple email platform

Cons

The pricing is getting to be on the higher side, compared to similar services

Alternatives Considered

Reasons for Switching to Keap

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

Reasons for Choosing Keap

Switched From

Reasons for Switching to Keap

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

Pros

how affordable it is for a small business

Cons

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

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.

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.

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.

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.

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.

Pros

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

Cons

Keap has been an all round solution and no hurdles.

Pros

I like Keaps automation the most. I'm no longer swamped with repetitive mind numbing tasks. I only need to set the automation once and it continues to perform the way I need it to. Keap is user friendly and has readily available customer support. Using any CRM can be tedious but Keap is just so easy to use and customize.It has wonderful contact management, lead capture, and tracking tools.It's also very flexible. Keap can help with a landing page and forms to go with it.

Cons

I'd like the calendar management to be more thorough, but other than that I don't have anything bad to say about Keap.

Alternatives Considered

Reasons for Choosing Keap

Switched From

Reasons for Switching to Keap

Pros

Handling email marketing with Keap is easy and it comes with lots of customization features.

Cons

No major issues whatsoever with Keap. It is amazing.

Pros

In my journey dealing with Sales, challenges has been there especially handling new environments. With all the variables on my shoulder, it is my job to keep keep things running smoothly. Keap helps me stay organized and neat on job. It organizes my daily work in one place as well as managing customer information. It saves me time and energy on simple repetitive tasks.

Cons

No no no. Keap is clean. Everything about it is for the goodness of you job. I enjoy using it and I have no complaints so far.

Pros

I like how easy it is to pull client listings from keap for targeted marketing efforts, along with the ability to manage day to day follow up for clients that need to be contacted more than once.

Cons

Keap is difficult to train new hires on for the little that they use it (searching contact records, applying tags, managing day to day tasks on their dashboard. The feature that I dislike the most is the inability to reverse an action if a mistake is made.

Pros

I LIKE THE MODERN INTERFACE AND THE PAYMENT MANAGEMENT FUNCTION

Cons

I DID NOT LIKE THE PRICE OF THIS PRODUCT