Keap

What differentiates Keap from other similar products?

Keap is one of the resources we have leveraged the most in my organization; it has helped us to simplify our workflow abysmally and has solid marketing and sales automation capabilities that save us a significant amount of time altogether; on the other hand, the ease with which we can design and send email marketing campaigns is astonishing. No tool saves us more time, energy, and money than Keap; it benefits us a lot with everything it brings to the organization regarding marketing and sales.

What is your favorite aspect of this product?

Keap is that agile and robust software that goes hand in hand with sales, marketing, and finance teams; in my organization, it is used as a commercial backend. It is easy to understand good at managing tasks and sales flow. Keap is loaded with many valuable features for customer relationship management, sending campaigns, for scheduling appointments and reminders, among other things. Keap is that all-in-one tool that every organization should have.

What do you dislike most about this product?

The software is good; it has many features, so you will probably encounter a learning curve. On the other hand, the order forms and shopping cart could be improved; they are fundamental.

What recommendations would you give to someone considering this product?

Keap is an agile and robust tool for marketing and sales that every organization should start counting on, it has features for almost everything and is not difficult to use. For invoicing and payment collections, it is also quite effective. Give it a try.

What differentiates Keap from other similar products?

Keap does have an Omni solution, from lead management to client management. They can email clients, leads, and provide billing automation with one solution.

What is your favorite aspect of this product?

The billing automation is probably their best feature.

What do you dislike most about this product?

The administration of work for clients is incredibly difficult. When building a project flow for a client everything is based on time delays, not predecessors, this can be difficult to manage and report on. If an event occurs I can trigger a work item to go to a person or group, but I cannot see what work is set to go to any person or group, so change management can be a nightmare.

What recommendations would you give to someone considering this product?

If you are small and need an end-to-end solution for lead and client management, this is the software for you. Once your business grows, you will find that Keap does not scale well.

What differentiates Keap from other similar products?

The options to tailor to your individual needs. We like to know certain details about our Client as we communicate with them and there is a plethora of options with KEAP to have everything in front of you via the client Phone Number , Email or Name

What is your favorite aspect of this product?

The ease of finding someone in the system without a lot of their personal information helps us help our clients faster.

What do you dislike most about this product?

The system assigns an ID Number to each Client. We use the ID in some areas BUT when we search the ID Number it will not bring up client. We then have to make sure their Name, Email, Phone Number is present to have an alternative way of bring up the client account. Clients many times use another email to purchase in our Shopy System and that instantly created another account for the same client in Keap. The 2 systems do not know they are the same person BUT I would love a way to have a warning or update of some kind to bring it to our attention if the system seen similarities so we can have the IT merge the 2 accounts.

What recommendations would you give to someone considering this product?

Please know what you need NOW and what the Future Growth looks like for your company and see if KEAP with be able to accommodate a growing company Like YOURS!