Great for an all-in-one service
製品を使ってみた感想： I had some great help with getting everything set up and I find the email automation system quite easy to use and understand, which is great as it has gotten me to do a lot more with automation. I have the email lists integrated onto my website optin forms and it's quite simple to see who takes action on the emails that are sent in the automation sequence.
I love that I can segment my clients into different groups to email them directly from Keap, and also do the same with prospective clients and past clients. Having everything in one place makes my life so much easier and streamlined and has encouraged me to do even more than I was before in regards to client communication.
I had some issues at first with the Keap phone number, but they did get it fixed, although it took quite a while. The one thing that I am missing right now with them is recurring invoicing because I would have to be the one to enter the client's credit card information in order to do that here, so I am still using another product for that.
The best CRM for email marketing in all sectors
製品を使ってみた感想： Built-in support for email marketing was a big assist. The automation released me from the mental burden of keeping track of where people were in the pipeline and what they needed to do next based on the results of customer-facing tasks.
The level of automation is unparalleled. A common feature of CRMS is the lack of a "if/then" configuration option. If I tell Keap yes or no to a task, the program reacts differently depending on my answer. If you require robust automation that can do a wide variety of actions based on results, look no further. It's yours, Keap.
There was a lack of functionality in the mobile app. So that I could access Keap from my mobile device, I bookmarked the website. This method was effective, although it lacked caller ID.
Hello Jennifer, We appreciate you for taking the time to leave us a review. We're happy to hear that you find our level of automation unparalleled and that Keap makes it simple to automation processes. Thank you for your feedback regarding the mobile app.
Keap Max Classic: Painfully powerful
製品を使ってみた感想： Keap Max Classic: It does the job supporting our business. But none of us like using it. We have too many integrations and automations set up that it would just be too arduous to switch.
Keap Max Classic: It has a lot of features to support businesses that need the room to scale up. It is pretty powerful in what it can do.
Keap Max Classic: It is convoluted, complex, and confusing. We had to make custom forms and interfaces for our staff because everyone was too confused working directly within Keap. It is also SLOW. Most functions are not snappy. Creating and maintaining campaigns get really confusing really quickly once you graduate from the simplest of campaigns.
It's great that KEAP can keep track of my clients' information
製品を使ってみた感想： Keap is our primary customer relationship management tool, and it stores not only marketing and sales data but also details on our customers' accounts, such as their plans, employees, invoices, subscriptions, and more.
The most profitable methods of reporting can be extensively tailored with the entirety of custom fields, saved, and reused over and over again. Some reports may long for additional features common to all reports, but overall the feature set is quite enough.
It might be difficult to keep track of the background of changes made to corporate paperwork, client paperwork, subscription paperwork, etc. While this is not unprecedented, there are situations when knowing who changed a subscription or configuration is essential but cannot be identified in Keap.
Hello Rachel, We appreciate you taking the time to share your experience with Keap! We're glad to hear that using Keap has helped reduce the amount of time and effort spent on follow-up. Thank you for the feedback regarding being able to see more User actions. We went ahead and submitted that as feedback on your behalf.
I'm keaping this CRM
製品を使ってみた感想： I recommend Keap to anyone looking for a CRM. It has the right combination of all those critical components. Our previous CRM was a problem in and of itself, but Keap actually helps us solve problems. We couldn't be happier.
I like Keaps automation the most. I'm no longer swamped with repetitive mind numbing tasks. I only need to set the automation once and it continues to perform the way I need it to. Keap is user friendly and has readily available customer support. Using any CRM can be tedious but Keap is just so easy to use and customize.It has wonderful contact management, lead capture, and tracking tools.It's also very flexible. Keap can help with a landing page and forms to go with it.
I'd like the calendar management to be more thorough, but other than that I don't have anything bad to say about Keap.
Thank you for taking the time to leave us a review and recommending us to others! We're happy to hear that you're "Keaping this CRM"!