The interface is very user friendly and training materials were readily available.

Interface is fairly intuitive and most simple way to batch email for our bankers

What I like most about Keap is that it brings CRM, email marketing, and automation together in a single platform. From an account management perspective, 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. The automation builder is particularly useful. Once campaigns are set up, it saves a ton of time and helps keep communication consistent with both prospects and clients. I also like how customizable the platform is, since it lets us tailor workflows to different client journeys while still keeping everything organized in one place.