Keap Pros and Cons

Keap provides a flexible and dynamic product that helps small businesses capitalize on marketing automation to remove the time-consuming tasks that we all have. Because of the flexible nature - I used 2 seperate applications - one for my events company and one for my digital agency. Since there are many redundant tasks and processes with events - booking speakers, reminders to speakers, attendees etc, I found that Keap helped me stay on track and on task so that I could focus on the really important stuff - like ticket sales. As a past systems integrator with many years of marketing experience, I find Keap has the right balance of technical power and ease of use. It has so many different versions now that there is a version for your business growth. Review collected by and hosted on G2.com.

System emails do not use the templates that I create and store elsewhere. And the email builder need the option to send a text-only email. Review collected by and hosted on G2.com.

The world of CRMs and marketing automation is evolving rapidly, and Keap is (pardon the alliteration) keeping pace. They’ve done a fantastic job of ensuring our business stays ahead of the curve, providing the tools and support we need to grow and succeed. Keap’s platform helps simplifiy our marketing efforts, allowing us to automate tasks and focus on what matters most: building meaningful customer relationships. Review collected by and hosted on G2.com.

My favorite and least favorite part of Keap is the same: while they provide excellent support in a rapidly evolving CRM and marketing automation world, the constant changes in email deliverability rules and client behavior mean there’s no such thing as 'set-it-and-forget-it.' Review collected by and hosted on G2.com.

I like the pipelines, automations (custom and simple), email broadcasts, the email builder, and the way tagging/segment/audience creation works. It's easy to get going. Another nice thing about Keap is they value the end user's opinion. I've been engaged in UI/UX surveys and they've interviewed me about functionality I want on the platform as well. Review collected by and hosted on G2.com.

I do have some grievances with Keap:

1) The account managers (if you need to get ahold of them) are like trying to catch a ghost.

2) Custom data imports/logic/functions (if you are moving from a proprietary CRM) are almost paid at a steep additional fee. Map out what the import looks like on a trial before you dig in to be sure.

3) The way you can only search contacts and not companies (we work with dealerships and sometimes it's more important to see the dealer + 20-30 contacts under it/hard to get to that view).

4) Pipelines can only be assigned a dollar value or nothing. It would be more helpful for us to visualize the pipeline and opportunity with a contract or sales volume count.

5) Segmentation logic can be funky. Always double check your audiences manually. Sometimes excluding a tag or group doesn't work as intended and can lead to communications reaching the wrong contacts. Review collected by and hosted on G2.com.

Keap has many features that cover a number of our business processes. We bring leads into Keap, tag them, email them, sell our services and charge them through chekout forms. Review collected by and hosted on G2.com.

We've had many problems, most of which unfortunately relate to payments. We have been exposed to our clients repeatedly due to Keap's bugs. We 've had problems such as repeat charges and multiple recurring payments that have resulted in losing many clients. These issues took such a long time to address that is simply not acceptable. Duplicate reurring payments are still being created randomly after nearly two years of reporting the issue and after countless man-hours wasted on our part. Keap is not a reliable platform. i would not recommend it to anyone and we will never use it again once we manage to set up an alternative CRM system. Review collected by and hosted on G2.com.

I was getting burned out from my business and everything I loved about what I do was overshadowed by the boring annoying tasks and reminders I had to do. The best thing about keap was everything from my marketing, to fullfillment to even employee communication was automated. The best thing about keap is how it gave me the freedom to do what I love and spend less time on the crap I hate.

Oh and you cant do better than the customer support team. The fact you can call in and speak to an actual human being for help is amazing. Review collected by and hosted on G2.com.

The ONLY thing I wished keap would improve on is the mobile app. The work around I found was just using the chrome and on my phone but still. The keap mobile app could use some work. Review collected by and hosted on G2.com.

Keap is a robust product that reminds me a bit of learning how to use Microsoft Excel. There is so much to learn that even when I have used it for years I discover more it can do.

The current upgrades were necessary to match what many competitors offer, so for me, being a long-time user of Infusionsoft, these were needed.

Customer support is critical to use the system and fortunately Keap has good support that will stay with you until your issues are resolved. Review collected by and hosted on G2.com.

I think the Ui and Ux are very lacking. It is built by technicians that understand how it works with the assumption that the user will be able to easily navigate and understand it. It is absolutely not intuitive. Even the documentation that is intended to be supportive is provided the way a technician would want to read it. It does NOT support the user the way the user needs to be supported to get efficient effective results quickly.

Users want pop-up instructions that walk us through the process where we can learn as we use the system. We do not want to read instructions any more than we want to read how to use our mobile phones.

Infussionsoft was nicknamed "confussionsoft" for this same issue. Keap has made improvements but continues to follow in line where Infusionsoft failed by presenting a system that is not intuitive and lacks immediate support for those who don't know how to use a system that is obvious internally but not to your clients. Even your own support team don't know how to use it.

What the Keap lacks is a test group of users to help them understand the user experience. This is a major mistake. Review collected by and hosted on G2.com.

Keap is one of the most powerful CRMs with a marketing component on the market. Great for not only the sales teams but any and everyone in the company that personally interacts with clients. Review collected by and hosted on G2.com.

Because of its power, it can take a lot (of training/learning) to give your organization all of its bells and whistles. That said, users can be trained quickly for whatever their role may be: sales, marketing, executive, employee. Review collected by and hosted on G2.com.

Having used Keap for about 15 years now, I know the program pretty well. It has so many great features that allow you to run your business in an all-in-one app. Infinite ways to segment your lists, seamless program delivery, good e-commerce tools and reporting. There are endless integration options with other tools out there if needed. Support is amazing and they consistently upgrade/improve to add new features or improve on the old ones. Review collected by and hosted on G2.com.

A few of the areas have a little bit of a learning curve, but once you know the basics you can built out just about anything you can imagine. Price may be limiting for a new business. Review collected by and hosted on G2.com.

I like that I can set up a marketing campaign and let it run on its own. It is fairly easy to upload lists of prospects and with a little practice, I have been able to work on setting up automations. Review collected by and hosted on G2.com.

It is nearly impossible to do effective searches on tasks or to note them complete in bulk.

Setting up automations can be convoluted and if one step gets missed, it takes time to get things running again.

THe search function could be improved for clients - I want to be able to see who has opened emails, and that is not a search option. Review collected by and hosted on G2.com.

Keap allows us to automate the vast majority of our client and prospect communication. It's very helpful to be able to create campaigns one time that can be used repeatedly throughout a member workshop series and/or during our annual enrollment periods. Review collected by and hosted on G2.com.

Once you begin using Keap to automate aspects of your business, it feels that they take advantage of the fact that switching to a new system could be extremely time consuming. Their regular price increases are frustrating; and we no longer believe Keap is even remotely competitive in terms of pricing. Their tendency to "retire" features and to stop offering support for these aspects of the app is also troubling, as there appears to be zero recognition of the fact that business owners are building entire processes around features that are then removed. It's also important to recognize that Keap is quite complicated. You will likely need to enlist paid support to troubleshoot issues that inevitably arise. Review collected by and hosted on G2.com.