Keap

I love that I can segment my clients into different groups to email them directly from Keap, and also do the same with prospective clients and past clients. Having everything in one place makes my life so much easier and streamlined and has encouraged me to do even more than I was before in regards to client communication.

I had some issues at first with the Keap phone number, but they did get it fixed, although it took quite a while. The one thing that I am missing right now with them is recurring invoicing because I would have to be the one to enter the client's credit card information in order to do that here, so I am still using another product for that.

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

Nothing apart from, it is a bit on the expensive end.

Have been using Infusionsoft ---> Keap for 6+ years. We initially moved from HubSpot to Infusionsoft simply because HubSpot was too expensive for the size of our company or what we were looking to accomplish with simple campaigns.

I feel like Keap has not stayed on the cutting edge--seems a little behind the times now, honestly. We're looking at Klaviyo now and it seems like their campaigns, analytics and action sets will be easier to execute.

Keap improves organization, enhances productivity and delivers to your clients every step of the way with intuitive client database software. Eliminate the spreadsheet using Keap's customer management solution. I enjoy that all your customer actions and messages are organized in one spot. I also enjoy the ease of usage. It's challenging enough to cope with the complicated marketing difficulties business owners confront, yet easy enough that you can educate your workers to utilize this program in a couple of days. A program that I am typically happy with.

It's excellent that they've come up with a stripped-down version of the program that should be usable by just about everyone; the main drawback of the version I'm currently using is that it's so versatile that it may be difficult to use.