1. [Home](https://www.g2.com/) 2. ... 3. [CRM Software](https://www.g2.com/categories/crm) 4. [Keap](https://www.g2.com/products/thryv-keap/reviews) 5. [Keap Claims vs Evidence](https://www.g2.com/products/thryv-keap/claims-vs-evidence) # Keap Claims vs Evidence ## Claim: “Capture leads, collect essential information, and trigger automation when forms are completed” ##### Supported by reviews. Relevant reviewers describe website forms staying connected, collecting leads, and using automation for lead follow-up and lifecycle management. No meaningful opposing evidence was found. - “When set up correctly, forms on websites stay connected without interruptions” [Read Full Review](https://www.g2.com/survey_responses/13214424) - “I like Keap's lifecycle automation as it effectively manages everything from collecting leads to nurturing, closing, and converting them into champion users.” [Read Full Review](https://www.g2.com/survey_responses/12631084) Last updated Sep 30, 2026 Source: [https://keap.com/pricing](https://keap.com/pricing) ## Claim: “Know where every customer is in your process and automate next steps at each stage” ##### Supported by reviews. Most relevant reviewers report that Keap provides pipeline visibility and automates follow-ups, reminders, and next-step communications. However, one reviewer notes that some automations fail to fire or fail silently, which is a meaningful limitation. - “quickly see where each client sits in the pipeline, and automate follow-ups so nothing slips through the cracks.” [Read Full Review](https://www.g2.com/survey_responses/12419871) - “set automated email reminders to alert clients when their spots go live, and track deal status all within one workspace.” [Read Full Review](https://www.g2.com/survey_responses/13390569) - “There are not uncommon issues with automations not firing when they should, and many times failures happen silently, so you never know something has been missed.” [Read Full Review](https://www.g2.com/survey_responses/12458410) Last updated Sep 30, 2026 Source: [https://keap.com/pricing](https://keap.com/pricing) ## Claim: “Automate email and text communications and track their effectiveness in dashboards and deliverability reports” ##### Mixed support from reviews. Reviewers report that Keap supports automated email and SMS communications, engagement dashboards, and strong email deliverability, but others describe its reporting as limited or rigid. The evidence is therefore mixed for the combined automation, effectiveness-tracking, and deliverability-reporting claim. - “Its native reporting dashboards output client engagement data ready to plug straight into our firm’s supply chain CSRD reports” [Read Full Review](https://www.g2.com/survey_responses/13084494) - “I also enjoy using their new SMS marketing features. Additionally, their email deliverability is excellent.” [Read Full Review](https://www.g2.com/survey_responses/11823731) - “It has limited data reporting compared to other platforms.” [Read Full Review](https://www.g2.com/survey_responses/12180214) - “Its reporting functionality is also quite rigid, so I can't easily pull custom views for tracking lead-to-project conversion.” [Read Full Review](https://www.g2.com/survey_responses/13356974) Last updated Sep 30, 2026 Source: [https://keap.com/pricing](https://keap.com/pricing) ## Claim: “Sell online with customizable checkout forms that trigger automations and sync to your CRM” ##### Supported by reviews. Relevant reviewers describe connected website forms and Keap combining CRM, automations, and payments in one system, supporting the claim’s core workflow. The reviews do not specifically demonstrate the complete customizable-checkout-to-CRM workflow end to end. - “forms on websites stay connected without interruptions” [Read Full Review](https://www.g2.com/survey_responses/13214424) - “CRM, automations, marketing + Payments all in one system to automate everything in one tool” [Read Full Review](https://www.g2.com/survey_responses/12883254) Last updated Sep 30, 2026 Source: [https://keap.com/pricing](https://keap.com/pricing) ## Claim: “Keap CRM helps you engage with leads, stay on top of your bookings, track every deal, and nurture customers.” ##### Supported by reviews. Relevant reviewers consistently describe Keap features that support lead follow-up and nurturing, booking workflows, pipeline and deal tracking, and automated customer communications. - “Keap allows us to log radio ad buyers, set automated email reminders to alert clients when their spots go live, and track deal status all within one workspace.” [Read Full Review](https://www.g2.com/survey_responses/13390569) - “The CRM aspect of Keap is valuable as it includes options for bookings, which create an easier process for customers to move from pre-booking through to getting follow-ups effortlessly.” [Read Full Review](https://www.g2.com/survey_responses/12701290) - “I like Keap's lifecycle automation as it effectively manages everything from collecting leads to nurturing, closing, and converting them into champion users.” [Read Full Review](https://www.g2.com/survey_responses/12631084) - “it’s easy to stay on top of contacts, quickly see where each client sits in the pipeline, and automate follow-ups so nothing slips through the cracks.” [Read Full Review](https://www.g2.com/survey_responses/12419871) Last updated Sep 30, 2026 Source: [https://keap.com/pricing](https://keap.com/pricing) ## Claim: “Keap lets you store critical information, including your contact’s phone number, email, address, as well as meeting histories, payments, invoices, conversations, emails and notes.” ##### Supported by reviews. Relevant reviewers consistently describe Keap as centralizing contact information and organizing notes, while combining CRM functionality with payments and invoicing. The reviews support the general storage and record-management capability, though they do not specifically enumerate every record type listed in the claim. - “It keeps all of our radio advertiser data in one place” [Read Full Review](https://www.g2.com/survey_responses/13390569) - “The CRM portion keeps our contacts organized, and the tagging system is excellent.” [Read Full Review](https://www.g2.com/survey_responses/12458410) - “The keap crm formerly name as infusion soft this will be combined with multiple operations like CRM, automations, marketing + Payments all in one system” [Read Full Review](https://www.g2.com/survey_responses/12883254) - “It's incredibly straightforward to keep my notes organized” [Read Full Review](https://www.g2.com/survey_responses/11794454) Last updated Sep 30, 2026 Source: [https://keap.com/pricing](https://keap.com/pricing) ## Claim: “Easily create and send quotes that prospects can review and accept with the touch of a button, then turn the quote to an invoice with a couple clicks.” ##### Disputed by reviews. Relevant reviewers describe limitations with quote and invoice flexibility, including rigid invoicing that led one reviewer to use a different system, which conflicts with the claim of an easy quote-to-invoice workflow. - “The only issue I've had with KEAP is the quote and invoice form flexibility.” [Read Full Review](https://www.g2.com/survey_responses/11808127) - “The invoicing feature feels quite rigid and doesn't really accommodate hourly billing. Because of this limitation, I've decided to use a different system for my own needs.” [Read Full Review](https://www.g2.com/survey_responses/11805461) Last updated Sep 30, 2026 Source: [https://keap.com/pricing](https://keap.com/pricing) ## Claim: “Capture contact information in forms and landing pages, and automate next steps to convert prospects and upsell current customers” ##### Supported by reviews. Relevant reviewers report that website forms remain connected and that Keap supports collecting, nurturing, converting, and following up with prospects through automated communications. The reviews support these core functions but do not specifically mention landing pages or upselling current customers. - “forms on websites stay connected without interruptions” [Read Full Review](https://www.g2.com/survey_responses/13214424) - “effectively manages everything from collecting leads to nurturing, closing, and converting them into champion users.” [Read Full Review](https://www.g2.com/survey_responses/12631084) - “seamless and easy to follow up with leads and provide them with necessary communication about next steps.” [Read Full Review](https://www.g2.com/survey_responses/12701290) - “When new SaaS-web-design prospects come in, I can quickly tag leads by project budget and scope, then launch tailored drip email sequences without complicated setup.” [Read Full Review](https://www.g2.com/survey_responses/13356974) Last updated Sep 30, 2026 Source: [https://keap.com/pricing](https://keap.com/pricing)