Keap Product Guide

TrustRadius Insights
July 2, 2024
Marketing, Product Guides

Keap Product Guide

Interested in discovering how Keap really performs? This product guide was compiled from real user reviews and lays out how the product performs for them. Get an accurate picture of Keap from those who know it best.

Highlight the Right Reviews

Throughout the guide below, there are links directly to reviews. Select the reviewers most relevant to you, and those links will be highlighted in blue.






Marketing and Sales Automation

Marketing Automation

Users consistently highlight Keap’s marketing automation as a standout feature, enabling them to streamline their marketing campaigns and drive engagement effectively. The automation tools provided by Keap are praised for their user-friendly interface and flexibility in creating automated workflows tailored to specific business needs. Reviewers appreciate the time-saving benefits of Keap’s automation features, allowing them to focus on strategic tasks while the platform handles repetitive marketing processes efficiently. Additionally, users find that Keap’s marketing automation capabilities contribute significantly to improving customer interactions and enhancing overall marketing performance. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“Keap makes it easy to actively engage and keep track of all of your marketing going out… The biggest takeaway I can say about Keap is the AUTOMATION it provides. This will save you a lot of time and money!”Executive in Marketing, Information Technology & Services, 11-50 employees

Sales Automation

Users consistently praise Keap’s sales automation capabilities, highlighting its effectiveness in streamlining sales processes, managing leads, and tracking sales opportunities. The automation features within Keap are lauded for their ability to save time, increase efficiency, and enhance overall sales performance. Reviewers across various industries have found Keap’s sales automation tools to be versatile and adaptable to different business needs, enabling them to automate follow-ups, nurture leads, and optimize their sales pipelines effectively. While some users may have minor suggestions for improvement, the general consensus remains positive regarding Keap’s sales automation functionalities. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“The Pipeline in Keap Pro has been super helpful for us to visually see where each of our leads is at in the sales process. Being able to automated follow up has enabled us to grow.”C-Level Executive in Corporate, Marketing & Advertising, 1-10 employees

“The biggest take away I can say about Keap is the AUTOMATION it provides. This will save you a lot of time and money! We have emails going out every day to our database with drip marketing and it’s all automated!”Executive in Marketing, Information Technology & Services, 11-50 employees

“Keap is the glue holding the company together. It’s our CRM master database, automation tool, reporting engine, and part of our sales process.”Executive in Other, Professional Training & Coaching, 1-10 employees

Campaign Management

User opinions vary regarding Keap’s campaign management capabilities. Some users praise Keap for its efficient campaign automation and segmentation features, allowing for targeted and personalized marketing efforts. However, others express concerns about the complexity of setting up campaigns and the steep learning curve associated with the platform. While some users find Keap’s campaign builder to be a valuable tool for streamlining marketing initiatives, others highlight challenges in creating and managing campaigns effectively. Ultimately, user feedback suggests a mixed sentiment towards Keap’s campaign management functionality, with both positive and negative experiences reported. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“Keap was great for tagging people in different segments such as geographic locations, interests etc and then being able to reach out to that segment. It had intuitive and quality email campaigns.”Partner in Corporate, Education Management, 1-10 employees

“The campaign builder is well suited for automated marketing and segmentation. Their tagging system is great for tracking and creating actions based on users interactions.”Director in Marketing, Education Management, 1-10 employees

“In the beginning, the ROI was not there for us as Keap has such a large learning curve and wanted to bring over our previous subscribers; We increased our subscriber count by an additional 30% the first year after switching to Keap.”Manager in Marketing, Furniture, 11-50 employees

Customer Relationship and Management

CRM and Contact Management

Reviewers generally praise Keap’s CRM and contact management capabilities. Users appreciate the platform’s ability to effectively manage contacts, track customer interactions, and streamline customer relationship management processes. While some users find the email creation module lacking in robustness, overall, Keap is commended for its efficient contact management and automation features. The consensus leans towards Keap being a reliable tool for maintaining personalized customer interactions and enhancing overall efficiency in managing client relationships. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“Keap is very good at contact management and automation creation but weaker at email campaign creation. I was particularly interested in a function where when manually entering a new contact, you are then able to email that contact using a premade HTML template. It will currently not do this. There is a workaround, but it is unnecessarily ponderous.”Director in Marketing, Financial Services, 1-10 employees

“In my opinion, the price for what you get with Keap is not worth it. We switched this week to a new ESP. We never really used the CRM functionality and there are much better platforms for email than Keap. Now that we’re on a new platform, I think Keap’s logic and setup seems so antiquated.”Director in Marketing, Consumer Goods, 1-10 employees

“Keap has been crucial to our organization’s success and longevity, while allowing us to deliver mass amounts of personalized content at an astoundingly easy rate. I use Keap in my organization mainly as a Customer Relationship Management and as a database for our prospects, referral partners, and active clients.”Employee in Sales, Financial Services, 11-50 employees

Lead Management

Users generally praise Keap’s lead management capabilities, highlighting its effectiveness in capturing, nurturing, and tracking leads throughout the sales process. The consensus among reviewers is that Keap streamlines lead management tasks, making it easier to organize and follow up with potential customers. Users appreciate the automation features that help save time and improve lead conversion rates. While some users mention a slight learning curve, overall, Keap’s lead management functionality is seen as a valuable asset for businesses looking to enhance their customer relationships and sales processes. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“Keap is good for businesses that build email lists. Keap will manage the leads and makes the lead nurture easier to manage. Keap is not suitable for small companies where someone is unable to dedicate the time to use the application.”Project Manager in Corporate, Marketing & Advertising, 1-10 employees

“Keap serves as our CRM, our email communications platform, and a place to manage our e-commerce. We previously had an ineffective patchwork of cheap tools, and Keap has been worth every penny in preventing all the loss of information translation between those. I love the automation available as it provides us with plenty of opportunities to streamline our processes, nurture campaigns, and follow up.”Professional in Marketing, Non-profit Organization Management, 11-50 employees

“Keap helps me stay on task; Saves me time looking for what I need to do; Saves me time keeping me organized for lead follow up; Saves me time in looking back at who I’ve spoken with and about what.”Director in Corporate, Marketing & Advertising, 11-50 employees

Sales and Marketing Funnels

User feedback consistently highlights Keap’s sales and marketing funnels as a key feature that streamlines customer interactions and boosts efficiency. While some users acknowledge a learning curve, they appreciate the depth of functionality available for creating and managing complex funnels. The ability to automate sales processes and track customer journeys through funnels is seen as a valuable asset for businesses looking to enhance their marketing strategies. Despite some minor limitations mentioned, such as analytics functionality, the overall consensus is that Keap’s sales and marketing funnels play a significant role in driving business growth and improving customer engagement. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“PROS: Building complex funnels; Keeping in contact; Visibility”Administrator in Corporate, Computer & Network Security, 1-10 employees

“Many medical fields use it to provide follow-up SMS/Email instructions to patients. Real estate agents use it to track location/scheduled showings and relationship management. Marketers use campaign builders to build robust conditional campaigns to support complex sales funnels. Law firms are keen to use it to remind clients of each of their next steps, not moving to the step after until the client indicates the current step has been completed.”Engineer in Information Technology, Computer Software, 1-10 employees

“It’s good for a small business needing some automation. I’m starting to work more in sales funnels, and while this is possible in Keap, it’s not as good as other software for this.”C-Level Executive in Corporate, Human Resources, 1-10 employees

Content and Communication

Email Marketing

Reviewers generally express mixed opinions about Keap’s email marketing capabilities. Some users find Keap’s email marketing features intuitive and user-friendly, allowing for easy creation of email campaigns and sequences. However, others mention limitations in the email builder, such as lack of advanced features and difficulties in customization. While some users appreciate the time-saving aspects of Keap’s email automation and segmentation tools, others highlight challenges with email formatting and deliverability. In conclusion, user feedback on Keap’s email marketing functionality varies, with both positive and negative experiences reported. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“Keap was great for tagging people in different segments such as geographic locations, interests etc and then being able to reach out to that segment. It had intuitive and quality email campaigns.”Partner in Corporate, Education Management, 1-10 employees

“In my opinion, the price for what you get with Keap is not worth it. We switched this week to a new ESP. We never really used the CRM functionality and there are much better platforms for email than Keap.”Director in Marketing, Consumer Goods, 1-10 employees

“Keap is well suited for beginners of email marketing and most likely smaller companies as well. For someone who is new to the email marketing world, the click and drop features are easy to understand and use.”Employee in Marketing, Professional Training & Coaching, 51-200 employees

SMS and Text Messaging

User sentiment regarding Keap’s SMS and text messaging capabilities appears to be mixed. While some reviewers appreciate the convenience and efficiency of the SMS features for tasks like follow-up communication and appointment reminders, others express concerns about limitations such as the availability of SMS globally and the need for improvements in text messaging automation. It seems that the effectiveness of Keap’s SMS and text messaging functionalities may vary depending on the specific needs and preferences of the users. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“CONS: Text Messaging – they just released this in the US. It will be good when this is available for other international users for text broadcasts and automation.”Director in Marketing, Information Technology & Services, 1-10 employees

Webinars and Events

Reviewers consistently highlight Keap’s effectiveness in managing webinars and events. Users appreciate the platform’s ability to streamline webinar registration, reminders, and follow-ups through automated campaigns. Some users find the integration with Zoom a bit challenging, but overall, Keap’s features support the smooth execution of webinars and events. The platform’s capability to handle event promotions, registrations, and post-event communications efficiently is acknowledged by users, contributing to a positive experience in hosting online events. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11)

“We wanted to start holding live webinars. To start simple, we decided to have a weekly webinar at the same time and day of the week, every week. In Keap, we set up a single campaign to handle all webinar registrations and reminders, forever.”Executive in Marketing, Computer Software, 11-50 employees

“Automation has allowed us to be more engaged and invested in our customers by reminding us about birthdays and other important events in their lives so that we can celebrate with them.”Administrator in Marketing, Health, Wellness and Fitness, 1-10 employees

“As a user I find the help documents very difficult to comprehend at times – as I think it is like an assumption is made that the user understands how everything beyond the basics fits together – again rather than webinars – short videos on specific tasks.”Professional in Customer Service, Individual & Family Services, 1-10 employees

Automation and Workflow

Task and Workflow Automation

Users consistently praise Keap’s automation and workflow capabilities. They highlight the platform’s efficiency in automating manual tasks, saving time and resources that would otherwise be spent on administrative work. Keap’s task and workflow automation features have been instrumental in helping users streamline their processes, close more sales through automated follow-ups, and scale their businesses effectively. The ability to automate tasks has not only increased productivity but has also led to significant cost savings for users. Additionally, users appreciate Keap’s focus on automating sales offers, which has proven to be a valuable tool in converting leads into successful sales. While some users suggest improvements in affiliate tracking, overall, the sentiment towards Keap’s task and workflow automation remains positive and impactful. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“Keap saves thousands of dollars per month in labor costs by automating tasks that would otherwise be manual.”Professional in Information Technology, Computer Software, 1-10 employees

“Keap has helped us scale from <$50k in revenue to $2M.”Executive in Marketing, Computer Software, 11-50 employees

“For years we have been using lists that we compiled of our contacts from an excel spreadsheet. Using Keap allows my team to quickly categorize our contacts for certain email messages.”Partner in Corporate, Health, Wellness and Fitness, 1-10 employees

Drip Campaigns and Sequences

Users consistently praise Keap’s drip campaigns and sequences functionality. Reviewers highlight the ease of setting up automated email sequences and the effectiveness of drip marketing in engaging leads and nurturing relationships. The ability to create personalized and timely follow-ups through drip campaigns is a standout feature for many users. While some mention minor technical errors causing duplicate profiles, overall, users find Keap’s drip campaigns and sequences to be a valuable tool in their marketing efforts. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“Keap’s email drip-campaign alone has converted clients in the past; Keap’s lead scoring has helped us determine which advertising campaigns to keep and which to axe; Small technical errors have caused duplicate profiles to be created, causing minor confusion with lead follow up.”Administrative Assistant in Customer Service, Law Practice, 1-10 employees

“Our marketing team uses Keap (formerly Infusionsoft) for a range of actions. It is quite simple and easy to use which has helped us tag and categorize clients, create sequences with a clear client journey and outcome, produce landing pages, offer product sales, and most importantly keep our contacts in the know with any news surrounding their local clinic.”Employee in Marketing, Health, Wellness and Fitness, 51-200 employees

“Keap is great for lead capture and for building complex nurture sequences to help convert those leads to customers. From landing pages and intake forms to timed email follow-up sequences and sales forms, Keap is able to handle the full cycle.”Professional in Information Technology, Computer Software, 1-10 employees

Appointment Scheduling and Reminders

Reviewers consistently mention Keap’s appointment scheduling and reminders as a key aspect of its functionality. Users appreciate the ease of setting up and managing appointments through Keap’s system. The ability to send automated reminders for appointments is highlighted as a valuable feature by many reviewers. However, some users express a desire for more flexibility and customization options in setting up availability for appointments. Despite this feedback, the general sentiment leans towards the positive, with users finding the appointment scheduling and reminders functionality in Keap to be efficient and helpful in managing their business operations. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“The automated emails for replacement reminders (through an outside app we integrated) had good ROI; In my opinion, the emails were so hard to make look good and segment customers that we finally turned off all campaigns (besides replacement reminder) months ago; Wouldn’t recommend for email platform.”Director in Marketing, Consumer Goods, 1-10 employees

“Keap meets many of my needs – as a CRM Management tool, Landing Page Builder, Appointment scheduling. The greatest advantage of Keap is that the Automation of many different tasks is easy and covers all my needs at this time.”Professional in Customer Service, Individual & Family Services, 1-10 employees

“Keap Max Classic is connected to our website (lead gen forms), our scheduling solution, our Office365 team’s account, and our email accounts all in one place to manage follow-up, project progress, funnel/stage tracking, customer value, lead costs, and ROI and scheduling.”Engineer in Information Technology, Computer Software, 1-10 employees

Additional Tools

Landing Page Builder

Keap’s landing page builder has received mixed feedback from users. While some appreciate the ongoing improvements and ease of use, others find it lacking in flexibility and robust features compared to third-party options. Users have noted that the landing page builder has seen enhancements over time, making it more user-friendly and efficient for creating engaging landing pages. However, there are still suggestions for further improvements to make it more versatile and customizable to meet diverse business needs. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“The landing page builder is not quite as robust as some 3rd party landing page builders but improvements and feature enhancements are added regularly and have made it very easy to use.”Executive in Corporate, Marketing & Advertising, 11-50 employees

“Landing page builder could be more flexible. Ecom order forms could be more flexible. Legacy tools could be hidden better.”Executive in Other, Marketing & Advertising, 1-10 employees

“The new email builder looks a lot better. However, the functionality is far worse than their legacy builder.”Employee in Marketing, Health, Wellness and Fitness, 51-200 employees

Affiliate Management

User consensus appears to be that Keap’s affiliate management capabilities receive mixed reviews. Some users appreciate the functionality it offers for tracking affiliate commissions and managing partner relationships. However, others express concerns about the complexity and limitations of the affiliate center design. There are suggestions for improvement in areas such as enhanced affiliate tracking to further optimize affiliate management within the platform. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9)

“The affiliate center design is limited.”Partner in Marketing, Internet, 1-10 employees

“Additional focus on affiliate tracking would be great.”Professional in Information Technology, Computer Software, 1-10 employees

“I am not a big fan of how the affiliate programs need to be set up and managed. It is much too complicated.”Director in Corporate, Health, Wellness and Fitness, 1-10 employees

Customer Journey Mapping

Users consistently highlight Keap’s customer journey mapping as a key strength, emphasizing its ability to streamline processes, nurture campaigns, and enhance follow-up interactions. The platform’s automation features are lauded for providing better ways to track income and marketing effectiveness, ultimately contributing to a more efficient and personalized customer experience. Keap’s customer journey design and execution capabilities are commended for their flexibility and effectiveness in guiding prospects through the sales funnel, resulting in improved engagement and conversion rates. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9)

“I use Keap to automate almost every customer-facing interaction after the point of opt-in. So, once a lead signs up for something, they’re added to my Keap CRM, and then the automation kicks in to fulfill the expectation that was set and to guide them forward.”Partner in Marketing, Internet, 1-10 employees

“Keap serves as our CRM, our email communications platform, and a place to manage our e-commerce. We previously had an ineffective patchwork of cheap tools, and Keap has been worth every penny in preventing all the loss of information translation between those.”Professional in Marketing, Non-profit Organization Management, 11-50 employees

Lead Capture and Management

Lead Capture and Forms

Users across various reviews have expressed differing opinions on Keap’s lead capture and forms functionalities. Some users find the lead capture and forms features to be robust and effective for their businesses, allowing for efficient collection of leads and creation of forms. However, others have highlighted areas for improvement, such as the need for more flexibility and customization options in the form builder. It seems that while Keap’s lead capture and forms capabilities have strengths, there are also areas where users feel enhancements could be made to better meet their specific business needs. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14)

“Keap is great for lead capture and for building complex nurture sequences to help convert those leads to customers. From landing pages and intake forms to timed email follow-up sequences and sales forms, Keap is able to handle the full cycle.”Professional in Information Technology, Computer Software, 1-10 employees

“Keap would be less useful for a small business with a less complex customer management goal. It can be over complicated and not super intuitive, so smaller or more basic needs might be better suited for a different solution.”Manager in Marketing, Marketing & Advertising, 1-10 employees

“The form builder is quite lacking. For small businesses that don’t want to have to code, but still have brand-looking web forms, you have to do it with HTML. The JavaScript forms are very ugly with limited customization.”Analyst in Marketing, Marketing and Advertising, 11-50 employees

Email Campaigns and Broadcasts

User consensus seems to be that Keap’s email broadcasts feature is highly valued among reviewers. Users appreciate the ease of creating and sending email campaigns and broadcasts through Keap, especially for reaching out to different audiences efficiently. The ability to save and manage contact lists using tags simplifies the process of sending out recurring email broadcasts to the same groups. Additionally, the feature to duplicate email templates for consistent messaging saves time for users, particularly those new to email marketing. However, some users with more advanced email marketing knowledge feel limited by the customization options in Keap’s email campaigns and broadcasts. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12)

“Keap helped to solve the companies business problem of effectively having a way to communicate to our numerous audiences. Creating the emails on Keap felt very user friendly and didn’t consume a lot of time.”Employee in Marketing, Professional Training & Coaching, 51-200 employees

“Perfect for keeping track of who you haven’t contacted in quite some time. ‘Keap’ your contacts as a top priority, when you use broadcasts and automatic responses, and follow-up emails.”Representative in Research & Development, Health, Wellness and Fitness, 1-10 employees

“We use Keap for broadcasts to past and present clients. I also get leads and promoters through Keap. It gives me an easy way to get the information through my email and contact them easily.”Manager in Human Resources, Medical Practice, 11-50 employees

Data Analysis and Integration

Reporting and Analytics

User sentiment regarding Keap’s reporting and analytics functionalities appears to be varied. Some users appreciate the depth and customization options available in the reporting features, allowing for detailed analysis and insights. However, others express concerns about the complexity of the analytics tools and the time required to fully understand and utilize them effectively. While some users find the reporting capabilities robust and beneficial for their business operations, there are also mentions of areas where improvements could be made to enhance the overall user experience. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“I can’t ignore the reputation the software has as ‘confusionsoft.’ I think this stigma was attached to previous versions of the software, or by people that didn’t have or take the time to learn the software.”Administrator in Marketing, Health, Wellness and Fitness, 1-10 employees

“Because they are still rather new, I do have faith these will be updated.”Professional in Marketing, Non-profit Organization Management, 11-50 employees

“Reports (mostly) – There are probably hundreds of reporting options in different parts of Keap, and the most useful ones can be highly customized with all custom fields, saved, and used on a recurring basis.”Director in Marketing, Marketing & Advertising, 51-200 employees

Integrations and APIs

Reviewers consistently praise Keap’s robust integrations and APIs functionality. Users appreciate the wide array of integrations available, allowing them to connect multiple platforms and streamline communication with clients. The ease of setting up automations without the need for extensive programming knowledge is also highlighted as a strong point. However, some users express concerns about the need for more native integrations to reduce reliance on third-party tools like Zapier. Despite some minor glitches reported with integrations, overall, users find Keap’s integrations and APIs capabilities to be beneficial for their business operations. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13)

“Highly customizable – fields in contact records can be created and integrated with many different tools; Automation – this takes a learning curve to do really well but is very powerful if you know how to use it. Well beyond cheaper email campaign solutions.”Director in Marketing, Marketing & Advertising, 51-200 employees

“More native integrations so we wouldn’t need to use a tool like Zapier; More graphic design options + content library organization tools; An easier process for checking/merging duplicate clients; Detailed click reporting on emails.”Director in Marketing, Health, Wellness and Fitness, 1-10 employees

“For us it was more of the negative–too long of a setup process; Glitchy integrations that cause data or sales to be missed; Not allowing easy editing of email campaigns that are scheduled out.”C-Level Executive in Marketing, Marketing and Advertising, 11-50 employees

Segmentation and Tagging

User feedback on Keap’s segmentation and tagging functionalities is generally positive. Reviewers highlight the ease of categorizing contacts and organizing them into specific groups based on various criteria. The tagging system is praised for its effectiveness in streamlining communication and targeting specific audiences with tailored messages. While some users mention minor challenges with detailed logic building in campaigns, overall, Keap’s segmentation and tagging features are seen as valuable tools for optimizing customer interactions and marketing efforts. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“Keap was great for tagging people in different segments such as geographic locations, interests etc and then being able to reach out to that segment. It had intuitive and quality email campaigns.”Partner in Corporate, Education Management, 1-10 employees

“Keap is great for keeping track of customer interactions. It’s great for storing client information. The campaign builder is well suited for automated marketing and segmentation. Their tagging system is great for tracking and creating actions based on users interactions.”Director in Marketing, Education Management, 1-10 employees

“Categorizes people by tagging instead of having to add the customer to multiple lists. Allows for easy scheduling of messages based on either a pre-set time or an action. Notifies you when e-mails are no longer valid.”Team Lead in Customer Service, Farming, 1-10 employees

Financial and Membership Services

Payment Processing and Invoicing

User consensus seems to be that Keap excels in payment processing and invoicing capabilities. Reviewers appreciate the ease of sending invoices, accepting payments, and managing financial transactions within the platform. The ability to automate invoicing and payment follow-ups has been highlighted as a valuable feature for small to medium-sized businesses. Some users have mentioned minor drawbacks such as the need for more built-in payment processors and improvements in professional invoice templates. However, overall, Keap’s payment processing and invoicing functionalities are seen as strong points that contribute to streamlining business operations and enhancing financial management processes. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)

“Hiding, but retaining, archived campaigns, promotions, products, etc.; An ACH debiting option in payment collection.”Executive in Professional Services, Education Management, 1-10 employees

“Some reports lack the ability to combine with custom fields/other search parameters which requires some work arounds like tagging the results of one report to open in a different report and narrow down.”Director in Marketing, Marketing & Advertising, 51-200 employees

“Great for invoices.; Great for keeping information of future and current customers.”Professional in Professional Services, Entertainment, 1-10 employees

Membership and Subscription Management

User sentiment regarding Keap’s membership and subscription management capabilities is generally positive, with reviewers highlighting the platform’s effectiveness in managing memberships, automating subscription processes, and facilitating communication with members. Some users appreciate the ease of use and time-saving features that Keap offers for membership and subscription management. However, there are also mentions of areas for improvement, such as the need for better analytics and enhanced support for specific membership structures like e-commerce memberships. Despite these minor drawbacks, Keap is recognized for its ability to streamline membership operations and enhance the overall membership experience for organizations. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14)

“Keap would be a total game-changer with a built-in membership platform included.”C-Level Executive in Professional Services, Consumer Services, 1-10 employees

“Our organization and e-commerce include membership to our Institute, which isn’t quite something that Keap was designed to support, so we have to get creative to automate processes or are stuck with some manual things.”Professional in Marketing, Non-profit Organization Management, 11-50 employees

“Keap allows us to have a single source of truth for all the tools we use. The start with, the all-in-one nature of Keap gets the job done.”C-Level Executive in Marketing, Marketing & Advertising, 1-10 employees

About the Author

TrustRadius Insights
TrustRadius Product Guides are created by synthesizing user reviews to identify commonly discussed topics. These guides highlight common use cases, frequently used features, and more. While this is a beta feature, it is our mission is to provide you with the best information possible to make confident and trusted technology decisions. If you feel something is missing or incorrect, please let us know.

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