Keap Review | Mortgage Professional

Who uses Keap CRM?

Part of this Keap review is a snapshot of some companies that use Keap as part of their operations. They are:

• Tokyo Electric Power, a Japan-based utilities organization with nearly 42,000 employees and revenue of some $54 billion
• The Hartford Financial Services Group, a US-based insurance organization with just over 18,000 employees and revenue of $22 billion
• Sears Holdings Corporation, a US-based retail organization with 89,000 employees and revenue of more than $13 billion

While these are some of the highest revenue-generating companies that use the platform, Keap CRM boasts numerous clients around the world that generate revenue of $1 billion or more.

What type of software is Keap?

Keap CRM, formerly Infusionsoft, is a cloud-based sales and marketing solution that offers customer relationship management (CRM), e-commerce functionalities, and marketing automation all in one space. Keap helps companies across multiple industries—including the mortgage industry—manage customer experiences and streamline sales.

Keap users can track client interactions, segment contacts, send emails, and run digital campaigns using personalized communication triggers based on customer engagement, such as opened emails and clicked links. E-commerce users can manage inventory management, payments and purchase fulfillment, and online shopping cart setup through Keap. You can also send quotes, invoices, and receipts, and track digital storefront activity.

The system’s analytics and reporting tools enable you to run analysis in areas such as campaign performance, emails, and ROI data. Keap can also be accessed remotely on iOS and Android devices and integrates with Outlook, Gmail, QuickBooks, and SalesForce, among many others.