Keap (formerly Infusionsoft)

What do you like best?

Keap's customer service has been outstanding. Additionally, even though we are probably using 50-60% of its capabilities, Keap saves us $10,000s/year in administrative and marketing costs while removing much of the human error from repeat processes that can be automated.

What do you dislike?

While they have made upgrades in the UX, the design is clunky (for example, emails and contact records) and the speed of the site is slower than we desire. It has also been difficult for our data analytics vendor to extract analytics data.

Recommendations to others considering the product:

Keap (or any CRM with marketing/administrative automation) is going to require intense concentration at first and dedication to its long-term use. Unless you are a coder or polymath, you are not going to understand it immediately. Keap's training and customer service are very good. Rely on them at first. Once your campaigns get humming you will be absolutely 100% happy to did it.

What problems are you solving with the product? What benefits have you realized?

8 years ago I started with the end in mind. When I started my business, I intentionally went with Keap because I knew that if I handled all of the administrative functions standard in our business (M&A, so for example, getting NDAs signed), I would burn out and never be able to grow. Keap has allowed us to scale from $350,000 in sales to $3,650,000 last year and likely closer to $4.5MM this year.

In short, we started by automating administrative functions like reminders to sign NDAs and reminders to our team to follow up with buyers. We then extended it to our marketing campaigns by building drip marketing sequences to stay in front of prospects. We have thoroughly enjoyed being able to integrate Zapier / Slydial to leave automatic voicemails for buyers and prospects.

We are continuously learning new ways to utilize Keap and overall we are very pleased.