Keap

The automation of all of the different Services needed to run a small business. CRM, phone, text in the app or desktop, email, scheduling, quotes, invoices, estorefront, Payment Gateway, Keap is all you need to run a local business.

The didn't have any pre configured solution for specific industry like contractors, handyman or brick and mortar stores, Doctors or Dentist, etc.

With the support of Keap, I am able to automate my clients' operations. Through the use of numerous opt-in methods, I am able to collect leads, develop and release goods, and set up automated distribution schedules for both products and campaign emails. In order to streamline the referral procedure, you can use the referral partner function.

If a contact does not seem to be actively engaged, Keap will mark it as opted out. To fully take advantage of the program's features, I believe it requires a significant time commitment to study each module and tool.

I liked what this product was many years ago. Not so much in recent times.

Infusionsoft is broken for a few reasons. The first is that all out emails to Yahoo and Telus are bouncing. This is a problem that Infusionsoft has and knows about and has been working on for well over a month. As a result, expect days where some of your emails to Yahoo to go through, and days where none go through at all. For Canadians, that means all Rogers emails will bounce.

The second issues is the lack of knowledge from Infusionsoft's customer service. Expect the person on the other end to have a very small amount of knowledge, and expect that they will go away and ask someone for an answer. If you speak to someone else 5 mins later then expect a completely different answer.

Expect bugs. Lots of bugs. For example, sometimes contact field merging just doesn't work at all. Their workaround solution was to not mention the customers name in the email. "Hello John" should be replaced with "Hello".

Another problem is merchant integration. Infusionsoft (now known as Keap) have slowly but surely been removing 3rd party merchants from working with Infusionsoft. If you use Keap payments which is their own merchanting, then you should be alright. If you use another merchant service then expect things to fail for you. As an example we used Beanstream as our payment gateway until one day we got a message saying that Infusionsoft hasn't been working correctly with Beanstream for a few weeks. I guess having their own merchant inhouse means they can have full control.

You may program your advertising push with keap. The system automatically stores the produced leads where users may access them. The administrator may monitor every aspect of the delivered emails, from when they were opened to which links were clicked and for how long. The information provided here will allow users to adjust their campaign accordingly.

There are per-customer and per-subscriber costs for integrating keap with other applications. In exchange for a restricted number of users and page views, it offers free data movement.

For times when I need to take a break from work, it's helpful to have a system in place that automatically follows up with leads. I really like the automated email and text message sending, lead scoring, and reports on who is signing up for webinars.

Keap is missing crucial functionality and customer support that are essential for any expanding firm. As soon as they left the CRM, all outgoing emails were flagged as spam. The interfaces for their template makers were equally unattractive.