Ранее известная как InfusionSoft, Keap — это универсальное облачное программное обеспечение для продаж и маркетинга, предлагающее управление взаимоотношениями с клиентами (CRM), инструменты автоматизации маркетинга и функции электронной коммерции. Keap является предпочтительной платформой для малых предприятий, которые полагаются на нее для оптимизации продаж и управления качеством обслуживания клиентов в одном пакете. С использованием Keapпользователи могут сегментировать контакты, управлять и отслеживать взаимодействие с клиентами, отправлять электронные письма и создавать индивидуальные кампании с персонализированными коммуникационными триггерами. Пользователи также могут использовать Keap для управления электронной коммерцией с помощью функций управления запасами, платежных шлюзов и функций выполнения покупок.
Возможности |
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сегмент |
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развертывание | Облако / SaaS / веб-интерфейс, мобильный Android, мобильный iPad, мобильный iPhone |
Поддержка | Круглосуточно (живой представитель), чат, электронная почта/служба поддержки, часто задаваемые вопросы/форум, база знаний, поддержка по телефону |
Обучение | Документация |
Языков | Английский |
I like the ability to build out and schedule campaigns. I also like the task manager to keep my day on track
The SMS feature is not advanced, but its a newer feature.
It helps me acquire new customers and stay in touch with past customers.
Keap is one of the most flexible options out there in the small business world. As a Keap certified development partner (KDP) I see so many different types of businesses use Keap to handle communications, followup, marketing and positive relationship management with ease. And there's a great mix of features and ease of use between the different versions. Just pick what works best for you. Many medical fields, law offices, direct and internet sales, marketing and services, all use Keap to save time/money on the things that normally someone would have to pay staff to spend each day doing. The support and the community is a key difference from other services, because each person in the groups truly wants to see others succeed as much as they do. And if your needs are more advanced, there is amazing support and developers (like myself) to help integrate or connect other custom services and products. Most of all though, it works for small businesses right out of the box!
Affiliate marketing and online sales support (order pages, shopping cart, affiliate content support). Functionally Keap is great and it can be made to do quite a bit but those are the areas it could improve on.
I create custom integrations. We've used Keap/IS for marketing but also for workflow management automations. Part of my business is custom integration development and Keap is the product I know best so it fits right in!
I like having automated lead follow-up in place so follow-up is happening even if I am off for a few days. Lead scoring, quick reports about who's signing up for webinars, automated email, and text messaging are some of my favorites.
Some versions of the software make it hard to see the contact's company name.
We use Keap for automated lead follow-up for small high-tech companies. Great for trade show promo and follow-up, webinar registration and follow-up, combining email and text message marketing together, wonderful system for tracking prospects and customers, great way to be organized and know who to call when you get to work in the morning.
We like the Keap platform's ability to automate emails and the tasks that are assigned daily. One of the best tools that this platform has is to allow us to create segmentation types according to the requirements already coordinated in advance based on the campaigns that are launched, so we have the opportunity to segment the audience according to what we are offering, so we do not have everyone mixed, and we gather all potential customers in the same session to provide a little more attention to it.
It is a platform with efficient results thanks to the number of tools that offer management automation within the organization. However, I consider that it has a relatively large learning curve where it is crucial to previously achieved training for its interface and correctly use the functions of each tool. The support for this time of adaptation to the platform plays a fundamental role in providing solutions to problems encountered while carrying out their work. They take a long time to respond to and address our requests.
One of the most significant benefits we appreciate about Keap's platform is that it makes it easier for us to capture leads with greater accuracy thanks to the tracking and reporting that the platform provides us with. Another thing we like is that we can now offer quality and completely dynamic contact to our customers, something much more professional that ends up providing them with more excellent reliability.
Keap has helped me automate many mundane processes in my business. These are essential tasks that I don't have to DO anymore!! It also helps me keep track of my leads and sales, so I don't have to hunt down my numbers.
As with any software, there are going to be issues from time to time. Keap is no different in that regard, but I know that they care and work hard to resolve those issues quickly and effectively.
The main problem I've solved is nurturing my leads and tracking my sales. I've got reports so that I can see how my sales THIS month compare to the same month last year and the year before. This has been invaluable to me.
Thanks to Keap's social media management tools, I can systematically serve and monitor my clientele in a previously impossible way. Simply put, it allows me to know my target market so I can effectively advertise my services on social media, popular websites, and other high-traffic areas. It's a sales funnel and diagnostic for various search processes that examine potential client events or profiles
While I prefer not to wait long between updates, programs must be periodically tweaked for improvement.
Thanks to this program, we have expanded our customer base; it may be the most effective marketing management software we have ever used. Keap has several valuable features that have helped us achieve top-notch results across our social media platforms. It's easy to use and has a solid design, so you can manage your marketing strategies effectively and potentially gain more customers. In short, it can be trusted; it has proven excellent and will improve your needs management methods.
The most helpful aspect of Keap is the ability to set up campaigns with tags and triggers and then sync to FYF dialer to be able to call text and email quite quickly.
Honestly, I am still not super well versed in the back end of Keap but what I know that is frustrating is when we get emails blocked despite all efforts to eliminate spam triggers.
Keap is solving the problems of lead management and organization as a true CRM. With thousands of leads to keep up with, it makes it possible to know exactly who talked to who and when.
The automation of all of the different products & Services needed to run a small business. CRM, phone number and text in the app or desktop, email, scheduling, quotes, invoices, estorefront, Payment Gateway, the complete A2Z for a local business.
That's the thing over the four years, I have seen them fill the gaps in their software and become the complete solution for local businesses.
Keap helps you by staying organized with less people in the office. It helps automate routine tasks like text and emails to clients to make sure they show up on time or pay their bill, etc. Keap plugs the hole in our bucket of business.
I love the ease of automation from first contact through every step of the customer journey. We are able to keep track of where they are and clearly meet their needs.
Some of the automation can be tricky, but easily manage. I would love to send text broadcasts or even voice broadcasts through the system of automation.
organization has been system used and now we have more time for higher level tasks.
The vast number of integrations with other solutions makes Keap an excellent resource for creative campaigns and business solutions. From lead management to email campaigns, to VOIP and Gmail integrations, Keap covers all of our specific needs and makes it easy to integrate beyond those immediate needs when necessary.
There isn't really anything that I dislike, however it would be a time saver to be able to import multiple emails into a campaign rather than building each email individually, and for basic users that require only access to contact records, a simpler contact view would be nice to see. I think there is a very nice basic view availabe to lower level Keap users, but for those users that require all the bells and whistles available within the Keap/Infusionsoft solution, the basic user view is not available.
Lead management, prospect and client nurturing. It's easy to create automation and develop relationsships with other companies and solutions as a result of the versatile options available.
I love the fact that KEAP helps us automate much of the follow up that might otherwise be forgotten or missed. We can streamline processes, put people in nurturing campaigns and make sure we are touching bases on a consistent basis.
It is a little confusing at first and does take a bit of time to get ramped up- this is something we have worked through. A ROBUST tool requires a ROBUST investment of time and energy!
Follow up, nurturing campaigns, call reminders, marketing tools, staying in communication with segmented lists, lining out promotions for segments of our list, troubleshooting with segments (people using different processing devices for example)
KEAP helps me automate businesses for my clients. I can capture leads with multiple opt ins create products and automate product delivery and email delivery for campaigns. The referral partner feature lets you automate the referral process.
KEAP will at times make a contact as opted out if it does not appear engaged which is not always desired
Marketing solutions and invoicing are make convenient and easy to use.
The ability to create almost endless automation of emails and other business tasks is incredible. For me what was overwhelming was where to start, but thanks to the community and the availability of endless examples and articles I could quickly figure out where to focus my efforts. For anyone starting with Keap, I highly recommend doing one of the Keap Academy workshops to get you going!
The only thing that I have struggled with so far is that the double opt-in email is not very customisable and therefore I struggled to implement it into my workflow but that's where the community came in and helped with suggestions.
Keap is making it easier for me to provide a "high touch" experience for my customers which I was lacking in before. I am hoping that over time it will help me generate more leads and assist in the "nurturing" process. I would like to look back and say that thanks to Keap I was able to get "true fans" faster with less effort by automating a lot of the repetitive tasks involved in creating a community.
As a new user, I am learning how to use the platform. Keap offers multiple approaches to learning, including open office hours.
I haven't used another CRM so I am not sure how to compare.
Keeping up with referrals, potential clients, purchases, invoicing etc.
Keap is wonderful because it consolidated so many different applications for me. Now I have them all in one place with only one learning curve. It actually also came out cheaper for me than all my other software combined.
Learning the automations is definitely a learning curve. Trying to understand how everything works together and how to set it up has been a challenge. But Keap also has a wonderful training site that you get access too and they are constantly putting on webinars and trainings to help all of us get a better grasp on how to use it best.
Keap helps my entire marketing and front-end piece roll smoothly while also giving a great client experience that we are known for. I don't have to manually do all the things anymore which has freed me up to be able to wake up in the morning to a new client meeting I never expected. It is freeing in that way alone.
Keap is easy to use. No hassle from login to production to capping off my day.
Sometimes the export emails take longer than expected.
Automation is the best solution that Keap provided to ouyr company. Everything seems to work fine and day to day is easier now.
Keap has been essential in creating a process for me to follow when adding new prospects and clients to the CRM. The platform has also been very easy to navigate.
The invoicing system is very difficult to use both on the frontend and backend. Creating invoices with any kind of complexity is not available. Having open tracking tags on single-use emails would be nice and the app has very limited functionality.
Keap is an all-in-one tool for most small businesses. The biggest benefit it has had for us has been the CRM, Email marketing and scheduling tools all in one place which makes our day-to-day tasks much easier.
it keeps my contacts & my biz all in 1 place
It's a little bit hard to learn at first
It keeps me easily connected to my clients, its quite easy to make funnels to add new clients, the landing page templates are beautiful & easy to make! It is a CRM on steroids
The support and guides that they provide. Especially the video library - they give you so many ideas.
It takes some time to understand the customisation.
Automation and pipelines
Set it and forget it (minor tweaks are still necessary)
The learning curve is a bit too steep for an average user
Lead indoctrination and CRM - you can't put a price on that