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Step up to all-in-one sales & marketing software designed for entrepreneurs, startups and larger teams. Our platform organizes...
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging emails and managing data
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Kendal P.
Management Consulting, 1-10 employees
Used monthly for 6-12 months
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The customer support was my favorite aspect of this product. It's incredibly easy to get setup if you don't have time for a more robust CRM system
We eventually moved to Hubspot for our CRM needs. Infusionsoft has a set of great "standard" features, but as our business expanded we wanted a larger intergration with sales and marketing.
Anthony R.
11-50 employees
Used weekly for less than 6 months
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CRM/ Marketing automation tools are a dime a dozen. This is another one of those. Its very user friendly if you have used any of the others like activecampaign or hubspot you can use this.
It doesn't do much to set itself apart from the other platforms that compete in this space. There needs to be more 3rd party integrations.
Khurram M.
Financial Services, 1-10 employees
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User-friendly and highly customizable interface. You also get a dedicated phone number based on your area code to send and track text messages. Also can create estimates, send invoices and take payments by connecting bank, PalPal, Stripe, and others.
It has a 14-day free trial but not a free version like Hubspot
Hi! Thank you so much for taking the time to leave us a review. We're so glad that we are able to partner with you and your small business!
Colette M.
Education Management, 11-50 employees
Used weekly for 2+ years
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Customer support is really good with Keap. I do appreciate that. When we moved from HubSpot, I really missed the features they provided--just simple things but when adding a photo to a campaign, I could see a thumbnail. With Keap, you always have to know the exact name of the image, etc. Keap needs to update the site to make it more robust and intuitive like their competitors.
Have been using Infusionsoft ---> Keap for 6+ years. We initially moved from HubSpot to Infusionsoft simply because HubSpot was too expensive for the size of our company or what we were looking to accomplish with simple campaigns.
I feel like Keap has not stayed on the cutting edge--seems a little behind the times now, honestly. We're looking at Klaviyo now and it seems like their campaigns, analytics and action sets will be easier to execute.
Hi Colette, Thank you so much for taking the time to leave a review. We're glad to hear that Keap has been an affordable solution for your business, but I am sorry that you feel our product has not stayed on the cutting edge. Our product team consistently has new updates in the works, and we are always working to ensure that we are making the user experience easier for our customers.
Melissa C.
Marketing and Advertising, 51-200 employees
Used weekly for 2+ years
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I've used Infusionsoft twice to accomplish marketing automation that Hubspot didn't handle well.
Infusionsoft is a great tool for small businesses that need to kick it up a notch with their marketing automation. It offers an easy to use visual workflow builder and although the learning curve is a bit steep, once users get the principles, the customization is a great trade off.
Infusionsoft does have its quirks and the learning curve can be steep for those who are not technical or logical. Recommend working with a partner to get past this challenge.
Melissa, Thank you so much for the high marks. So glad to hear the power of the product is beneficial to you and your business!
Verified reviewer
Industrial Automation,
Used weekly for 6-12 months
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The material provided by marketing and selling was one of the most complete I've seen in these kinds of software (regardless of Hubspot), I will position this as a good alternative of Hubspot if you are only going to purchase the sales pack
Probably pricing it is not their best friend in acquiring a big mass of customers. You pay what you get and it is like that, like it or not the price upon the number of contacts that you have.
Evan L.
Marketing and Advertising, 1-10 employees
Used weekly for 6-12 months
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Pretty Bad. Besides saving us over $20,000 when switching from Hubspot, it's been a disaster.
It has the majority of what you need as in contacts, forms, email builder, automation and tasks, and integration with G Suite.
Doesn't integrate with outlook, you can't create lists (only tag people), the automation is complicated and then the screen is just ugly, the forms look terrible and have to design in HTML/CSS yourself, and we saw a huge increase of spam when we switched to Keap.
Hi Evan, We're very sorry you had a negative experience with our product. We're having your account manager reach out to you to discuss your concerns. All the best, Paige at Keap
Belinda G.
Used daily for 6-12 months
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Good CRM
Infusionsoft offers an easy way to keep customers information, along with notes and contact information.
Have not gotten a handle on emailing through the software but we are working on it with support from customer service.
Paul S.
Management Consulting, 1-10 employees
Used daily for 1-2 years
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Great for small to medium sized businesses, depending on your needs it's cost effective vs competitors like Hubspot.
User interface isn't as clean as some others and it can be confusing. But overall I think it's a great tool.
Verified reviewer
Automotive, 11-50 employees
Used daily for less than 6 months
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Easy to use and enough features to make it worthwhile for a small business who needs a little bit more than a typical CRM platform. Excellent follow-up sequence e-mail capabilities.
Not as many extensions and integrations as the larger CRM platforms.
Kevin R.
Construction, 11-50 employees
Used daily for 1-2 years
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Good CRM for the price
Relatively easy to pick up and use, doesn't take a lot of training, but has more complex features that can be used.
The complex features take a reasonably high level of skill to implement
Marie D.
Food & Beverages,
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integration of crm and email marketing tool, custom tags, simple u/i for crm, customer support chat function is convenient
a little glitchy at times, not too fond of my "coach" because she's a bit difficult to get a hold of.. meanwhile, my sales person was amazing, wish the packages lent itself better to small businesses and allowed more users than 3
James M.
Primary/Secondary Education, self-employed
Used daily for less than 6 months
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Bottom line is that Infusionsoft works great for building email marketing campaigns with if/then logic, especially for e-commerce websites. As far as a CRM goes, I would highly recommend finding a separate CRM to integrate if you end up using Infusionsoft.
Very easy to learn how to build campaigns.
Very difficult to mold the CRM into something friendly for salespeople.
Kuanyu C.
Financial Services,
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Good support and training team. Flexible payment available.
Less template flyer available for CRM. Extra cost for other marketing package.
Wendell J.
Marketing and Advertising, 1-10 employees
Used daily for less than 6 months
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Keap is a great CRM that has helped me take my follow up with clients and prospects to another level. As a serial CRM user this is by far the most robust CRM I have used that wasn't 2x the price of Keap.
I love how easy it has been to get this system up and running. Email marketing, scheduling appointment and keeping up with my prospects and clients has been seamless.My favorite feature is the phone number that was included with my plan.
The invoicing has been rough, some glitches with entering payment information. The appointments feature could use some more flexibility but is overall good.
Hi Wendell, Thank you so much for taking the time to leave a review! I'm so glad to hear that Keap is an affordable and easy to use solution for your business. I will share your feedback about our appointments and invoicing features with the right teams here so we can create a better experience for our customers.
Cliff J.
Management Consulting,
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It's an all in one, appropriate for many kinds of businesses. It will never solve crappy strategy, sales or marketing practices or lame content.
Like anything that is "all in one," any single element is exposed to weakness in function such CRM, email, analytics, reporting, user-friendliness, support, real cost to implement, etc. Put Salesforce CRM to Infusionsoft CRM, by itself, there is no comparison. Suffice it to say however, that Infusionsoft CRM will get the job done for most customers. Unless they need heavy analytics or 500 seats, or killer reporting. You won't get that from Infusionsoft. You do get all in one.
Jessica C.
Used daily for 1-2 years
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Infusionsoft is easy to use, and can accomplish most basic functions we would want from a CRM. It is a good CRM for beginners or small businesses.
As our business has grown, Infusionsoft has not grown with it. The billing structure we use does not seem to be well-understood by their system, and they have limited options for tracking by customer.
Brad B.
Information Technology and Services, 51-200 employees
Used daily for less than 6 months
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Thus far I'm impressed and looking forward to seeing if there are any long term results.
The cost is great compared to some of the larger email providers (hubspot, pardot, marketo, salesfusion, etc) and how intuitive it is for creating automation.
the reporting features don't seem to be as great as others, but they seem to get the job done.
João A.
Computer Software, 1,001-5,000 employees
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Keap it's a good marketing automation option if you work on a SMB company, you can use a lot of is features and it's great
Contact management can be a bit complicated, never exclude a CRM you'll need it.
Hello João, We appreciate the review! Thank you for telling others about Keap.
Clifford B.
Financial Services, 51-200 employees
Used daily for 1-2 years
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Automation is great. CRM needs some work, telephone support people just couldn't figure it out.
I like how it integrates, yet INFS doesn't do a great job of showing those integrations. Also, some of the marketing workflows are complicated and require a lot of practice before they are just right.
The learning curve and the support for its integrations. Also, the CRM part is pretty lackluster and doesn't hold up to the rest of the automation product. We use something else on top of it for the CRM.
Doug M.
Computer Software, self-employed
Used weekly for 1-2 years
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InfusionSoft is known for its friendly and logical campaign builder which is like dragging and dropping elements then connecting arrows to make logical sequences with if/then flows. Tagging and filling fields can add some more complexity but someone with a good grasp of InfusionSoft who has received training can do a lot. Once a development team connects all website elements to IS, a marketer can run IS on their own which is great. InfusionSoft also has elements that make it great for ecommerce.
Slightly less expensive than industry leaders for marketing automation.
CRM is lacking. Though it claims to have a CRM and it does its job, there are better CRMs available so you may consider seeking a better solution and connecting it with InfusionSoft using its API or Zapier.
Matt D.
Computer Software,
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With Infusionsoft CRM, managing your contacts and prospects is super easy. Infusionsoft CRM can connect with Gmail interface to directly store the contact emails. The contact details can be searched easily within the CRM. The data can be exported to CSV and PDF format with a single click.
I would like to get single sign-on with facebook login to Infusionsoft CRM. It will help me keeping a single login to a number of systems.
Cherie K.
Real Estate, 51-200 employees
Used daily for less than 6 months
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Would recommend to anyone looking for a great CRM!
Current up to date setup and information! I love the ease of use and the great customer support that are so willing to help!
No cons were added to this review
Michael K.
Consumer Services, 11-50 employees
Used daily for 2+ years
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I was very happy to consolidate my autoresponders, shopping carts, eproducts, and CRM all in one place! I also really the tagging and tasking features within the CRM.
A bit of a learning curve. Building a campaign is not intuitive to me. Same with customizing products and shopping carts.
Michael, We love reading feedback like yours. Thanks for sharing your review! All the best, Paige Clark
John S.
Building Materials, 11-50 employees
Used daily for less than 6 months
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Keap is the most customizable CRM system out there .
I have not found an area that we have not be able to customize for our needs yet.
Tanner S.
Marketing and Advertising, 11-50 employees
Used daily for 2+ years
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It has been good, it was a smooth transition from Keap.
One of the pros with Hubspot is that your organization can operate out of one system instead of stitching together 4-5 management tools for sales, marketing, and admin.
The price point is really high when you start to get into all the package options and features. Users can certainly stitch together a cheaper monthly bill by using multiple dedicated services.
Phillip P.
Marketing and Advertising, 11-50 employees
Used daily for less than 6 months
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Great experience. We have migrated off of Keap/Infusionsoft and within 2 weeks we have seen great improvement in our CRM.
Overall lead/contact management, transparency into how your prospects engage with your emails/content, customizable features, and reporting.
Our company requires some custom reporting that we continue to work through with your HubSpot onboarding specialist. Hopefully this can be solved for so we can accurately measure our pipeline value.