Requires iOS 12.1 or later. Compatible with iPhone, iPad, and iPod touch.
25 reviewers had the following to say about Keap's features:
More streamlined email marketing because it is now in one product with our CRM.
Pros
The customer service - you can chat online or call at almost any time and the team is so responsive and helpful.
Cons
The email design isn't as customizable as Mailchimp and there isn't the best reporting options.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Thank you for leaving a review and for your kind words about our customer service team!
Its ok for companies with not a lot of clients to keep track of, but as your business grows you will outgrow infusionsoft.
Pros
I liked the customizable dashboard and home screen.
Cons
Lack of features and not good for large quantities of data/client management. We had to switch to a different program
Rating breakdown
Time used: 6-12 months
Frequency of use: Occasionally
Likelihood to recommend
Hi Jaclyn. Thank you for your feedback. Please let us know what we can do to make your experience 5 stars.
Great software package for marketing and contact management
Pros
Ease of integration with social media in regards to importing new contacts into a contacts database.
Cons
There is a learning curve for building campaigns, as the software has lots of features available to use
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Pros
Integrated with nearly three hundred applications, you can connect infusion to a lot of third party tools too.
Cons
You can’t transfer templates and the databases aren't linked each other.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Occasionally
Likelihood to recommend
Infusionsoft is a great CRM tool available to help managing customers information.
Infusionsoft has an API with which it is easy to integrate and many platforms within the community have done just that.
Pros
Infusionsoft simply has the best "all-in-one CRM" for the price.
Cons
Additionally, Infusionsoft is planning to release advanced analytics baked into the platform shortly, or so I have heard.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
We like it to be easy to manage the life cycles of our clients, and improve our relationships with them thanks to its integrated CRM tool. Your E-commerce management system is the best.
Pros
Infusionsoft is recommended as the platform par excellence for the management of email marketing campaigns.
Cons
Infusionsoft's funnel management system is slow, and has no prospecting tools.
Rating breakdown
Time used: 6-12 months
Frequency of use: Weekly
Likelihood to recommend
Pros
Infusionsoft is very user friendly CRM marketing automation tool geared perfect for small businesses.
Cons
Infusionsoft does not have social media marketing automation built into it.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
If you need a serious tool to grow your business, regarding to leads management, and email marketing campaign, Infusionsoft is the tool you're looking for.
Pros
Infusionsoft lets you establish a proper relationship with your customers via several campaigns you can create, task creation, triggers based on feedback and statistics are really handy.
Cons
You can filter by contacts and everything, but when you need to contact the organization as a whole, things can get a bit messy.
Rating breakdown
Time used: 1-2 years
Frequency of use: Monthly
Likelihood to recommend
I can monitor lead activity/tasks in an automated and centralized CRM.
Pros
I'm able to track tasks, and information on my contacts/leads easily.
Cons
The dashboards and reports need to have more customization options - they are very limited.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Weekly
Likelihood to recommend
Easy and attractive payment platform to present to clients Attractive email marketing templates Excellent reporting and tracking Easy and flexible lead tagging and segmenting Simple and inexpensive payment processing
Pros
Another feature is there cool widget-based dashboard.
Cons
Unfortunately, Infusionsoft has basic reporting with modest number of template. Hoping Infusionsoft team would improve it.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Weekly
Likelihood to recommend
It is perfect for sales pipeline management. Fully recommended for the management of potential clients.
Pros
Its integrated CRM tool is very useful to carry out a correct management of customer databases, and allows inbound marketing very easily.
Cons
It does not offer management of knowledge bases, nor chat in real time, so its multichannel communication is a little truncated.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
I even use it in conjunction with a scheduling system so that when my clients self-schedule their appointment, it is confirmed via email, and their records are automatically stored or updated in the CRM. Then as we complete the work, "campaigns" (the processes inside Infusionsoft) set tags, track progress, and notify internal staff of next steps.
Pros
There are many excellent providers of third party apps for Infusionsoft, with a huge array of features.
Cons
I'm not impressed with the native mobile app, which is very limited in function, but if you need access to contacts, they are there.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Keap
Make full use of the Kick-start program (free) when you sign up. If you don't "get it" within the first 30 days, look for a third party partner or Infusionsoft support to assist you. It has taken me almost a year to really get rolling, and I did end up hiring a provider to build-out some foundational campaigns, although I had useful things launched in a few weeks initially.
Thank you so much for your review of Infusionsoft. We are so glad it has helped your law office track more and save time.
We decided to go with InfusionSoft because they gave good amount of training and personalization of the dashboard and forms.
Pros
Not only is it easy to import data, segment your audiences and send targeted, automated communications, it allows you to track your process.
Cons
You can not integrate CRM into google calendar or push reminders to phone.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Keap
It is a big investment but it will be worth if you put the time and money upfront. Also look at other cloud based crm software with built-in email marketing tool
Infusionsoft is one of the most robust CRM platforms you can use!
Pros
I love that it's an all-in-one CRM, Sales and Marketing solution that houses everything from income reporting to email automation and so much more.
Cons
This is one of the best CRM software platforms to-date.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Hi There,
Wow, thank you so much for the high marks. It makes our day to read reviews and hear from customers like you!
Cheers,
Sarah, Advocacy Manager
I don't feel like I am "nickel and dimed" for every discovered need and solution. The reporting is excellent as well!
Pros
Measuring campaign interactions and sharing an activity with sales through text SMS, Outlook 2016 and Survey Monkey enables the sales team to act fast and have better more informed sales conversations.
Cons
I wish more integrations were out of the box, and not just custom APIs.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Keap
You will get a positive ROI for the money!1 Be sure to measure your baseline goals, and work closely with sales team to define goals are with a CRM. This is a very powerful tool, most companies are stuck only using it for a very expensive email campaign sender. Launch this software with an agile approach. Add on the advanced as you go and communicate these phases and success as you go. You will want to communicate your progress to justify budgetary needs and management support.
We were using 2 diferent softwares that we linked together, for our CRM + Marketing Automation needs.
Pros
- Combination of a CRM and a Marketing Automation - Easy to use - Performant & Intuitive Campaign Builder - Low COST compare to what we had - GREAT Tech Support for Certified Partner
Cons
- Mobile APP does not include Custom fields - Able to migration of campaigns from an account to another, but missing components (need to redo: dashboards, saved searches/reports
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
InfusionSoft provides analytics that I didn't even know were available!
Pros
Super intensive but extremely customizable to your needs.
Cons
It really is the entire sales, marketing, commerce, advertising department for your mid-size company.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Weekly
Likelihood to recommend
The management and team create Value to customers.The analytic report filters of each contacts help you to determine which customers are potential to develop more relation.
Pros
The product is a powerful tools to communicate with customers, the easy navigation can help you to mange and use it properly.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Works great as a database to store contacts and keep notes, does not streamline to sales process.
Pros
It is pretty easy to use and keep track of your contacts (as a database) if that is what you are looking to do.
Cons
Difficult to get the reports I need, does not create visually appealing dashboards, we need certain functions that they cannot offer.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Infusionsoft is a solid choice for a small business without ambitions to scale rapidly (i.e. think accounting firm, not tech startup).
Pros
Infusionsoft has an API that is easy to use and integrate with other systems you may be using.
Cons
I would say that these reports are critical for understanding where your leads are generated and how to refine your marketing.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
We were led to believe that they had the RESTful API infrastructure for this, and so we went for it.
Pros
It will get all your basics taken care of there, and being able to preview an desktop AND mobile was a huge pro.
Cons
Nothing is intuitive, and all of the reports are just lists of contacts filtered for something.
Rating breakdown
Time used: 6-12 months
Frequency of use: Weekly
Likelihood to recommend
Hi Erica,
I am truly sorry to hear that you have had such a frustrating experience. I have looked into your case history and it sounds like, unfortunately, your recent API ticket just did not get to the appropriate team quickly enough. API support is not outsourced, but it sounds like you initially worked with our contracted support team and there was a delay in getting your ticket with our advanced team.
We apologize for the experience, and have reached out to resolve the issue, as well as refunded you for this period. Again, this is not the experience we want for our customers and we understand your frustration completely.
Regards,
Sarah, Advocacy Manager
Marketing automation and lead scoring at an attainable price
Pros
Campaign builder is quite flexible however you need to have a deep understanding of how it works to really create more complex campaigns
Cons
Luckily there are third party softwares that can help solve that.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Thank you for leaving a review, Nicolo!
