Keap Reviews

I love that I can segment my clients into different groups to email them directly from Keap, and also do the same with prospective clients and past clients. Having everything in one place makes my life so much easier and streamlined and has encouraged me to do even more than I was before in regards to client communication.

I had some issues at first with the Keap phone number, but they did get it fixed, although it took quite a while. The one thing that I am missing right now with them is recurring invoicing because I would have to be the one to enter the client's credit card information in order to do that here, so I am still using another product for that.

Easy to use. I can create Campaigns and email marketing Does a great job of segmenting customers

Search options are limited Onboarding costs are high

Bob, Thank you so much for the high marks and your valuable feedback! So glad to hear the power of the product is beneficial to you and your business! All the best, Paige, Social Media Specialist at Keap

I loved the tags and advanced segmentation I can do with my marketing funnel. I can tag users based on their actions. This is beyond amazing

It takes some time to learn how to do it and sometimes the integrations are a bit quirky with certain platforms e.g. wordpress

InfusionSoft was great at first and exciting to learn the platform and start building campaigns. The campaign builder is by far the best part as it is very easy to understand and super easy to visualize your campaign the way it maps out. The elements, processes, communications, etc. are all on a grid map with arrows connecting and directing contacts where to go based on criteria, tags, and triggers you define and set. Once your developers connect everything you need, it is fun to create campaigns.

Two problems: the CRM is subpar and some integration connections are not ideal. In terms of CRM, there are a lot of preloaded fields as you could expect. The problem is that if there are fields you do not need or use for your business, you're stuck looking at them no matter what. You can create and add up to 100 new custom fields and define the type of field they are, but you cannot remove or even hide existing fields or tabs. Also, we used ScheduleOnce to connect to schedule leads who interacted with our site by filling out a form. Sometimes ScheduleOnce would update their system and cause problems with InfusionSoft and vice versa. Support from IS was quick to address and fix this when it was on their end though.

I use the Infusionsoft product as opposed to the Keap product. I like the flexibility and robustness of the campaign builder.

It can be challenging to train others on the intricacies of the campaigns.

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!

I thought it was going to manage all of my CRM, Email Marketing and Reporting...but in order to interface with the Infusionsoft/Keap platform I needed to continually hire experts who tried charging me $3,500 per month on top of what I was paying Keap.

Way too complicated. When you sign up, included in your set up is the cost for an expert -- who you think is working for Keap...but they're an independent contractor who is being paid a cut rate to get you up and running. After your set up, they will charge you THOUSANDS to fix and adjust your account.

I think it is great that the software will recognise what my users do and act accordingly which means my system becomes automated and leaves me free to work on what I am best at.

The one problem with the software is that it is a beast of features and I can easily get lost in the minefield.

Simon, Thank you so much for the high marks and your valuable feedback! So glad to hear Keap is helping you in your business and gives you the freedom to do what you are best at! All the best, Paige, Social Media Specialist at Keap

It is pretty easy to use and keep track of your contacts (as a database) if that is what you are looking to do.

Functionality and reporting. Difficult to get the reports I need, does not create visually appealing dashboards, we need certain functions that they cannot offer.

The reporting functionality provides good data and once you understand the flow its easy to send emails.

There is a learning curve to understanding how to set up and send emails. It's also hard to manage email contacts. This doesn't use customer lists like most other automation platforms but it uses tags tied to a contact. This can make it difficult to manage if you have multiple types of tags.

The customization options are nearly endless. The embeddable forms, that can trigger tags, which can trigger sequences such as email campaigns, have saved us hours of formerly manual work every day. The campaign builder is incredibly deep and robust, allowing for anything you can imagine. The thought given to different ways to do nearly everything is great. They have a /Tellus page and are...

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The search is a little clunky. It's great if you're searching name, phone number or email address, but to search anything else like custom fields requires going to a separate page and finding that field. Would be great if there was an option to "search all the things", or to add custom fields to the default search. Not really their fault, but because we sell products in both Canada and the US in 2 different currencies, we're unable to use their ordering forms. When you leave it idle, rather than timing out gracefully, you lose any unsaved info. I know that's more of a "my workflow, why the hell aren't you saving your work" issue, but it's still annoying. Campaign builder doesn't work in Firefox, so I'm forced to use Chrome for that...

I wish I knew how to use all of it. There's always a new function that it can do to save me time. Since I don't have a team, Keap is like my own secretary, streamlining functions.

It takes so long to set up. The look of emails is very flat and uninteresting. Word processing in the individual letters I send out takes forever. It's definitely not a great place to write letters.

The campaign builder is an unmatched canvas for automating almost any business process imaginable. It doesn't restrict you to a single workflow paradigm, so you have the freedom to design systems to match your business AND organize them how you want. I love the options of using tags, custom fields, notes, and API goals for storing data on the contact record, segmenting contacts, or automating based...

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Over the past year, a lot of development resources were directed toward the creation of the new, entry-level Keap product, so Infusionsoft has gotten a bit dusty. Reportedly this has changed now that Keap is launched, and Infusionsoft development is once again getting its fair share of attention. This means, however, that there are a number of modern marketing functions that IS cannot handle natively....

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There are so many ways to engage my subscribers. I use what works for me. I know I'm not using all the features, but it's nice to know there is no limit to all the ways I can increase my revenue. I've just made it a practice to try a feature, fine tune it, and then integrate another feature... and my income grows. Super powerful! And because Infusionsoft has established itself so well in the marketplace, there are so many partner apps available across so many different kinds of platforms, which help me understand, reach, and serve my audience even better.

I am not a fan of the new landing pages. I think they're supposed to be a friendlier interface but instead they feel more limiting. I am also disappointed in the quality of tech support, especially chat. I can't fault the employees - I've spent thousands of hours in the software over the last 10 years, so most of the time it feels like I have to wait for them to catch up to what I know before I can...

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Infusionsoft has been invaluable for the growth of my business. As a one man show currently running a cash based physical therapy practice, the biggest struggle I had prior to Infusionsoft was organizing and tracking all of my new leads, and implementing an easily trackable and repeated follow-up system. With Infusionsoft, I'm now able to tag and track every single lead that inquires about my services...

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The only con to speak of would be the learning curve. Luckily, I had some professional training to start my Infusionsoft experience, otherwise learning the ins and outs of the system would have been a little overwhelming. That said, it's completely worth investing the time to learn because once you've learned the system, it makes the day to day operations of running your business SO much easier.

Hi Matt, Wow, thank you so much for taking the time to write us a detailed review on Capterra! We appreciate your input and the high marks! Cheers, Sarah, Advocacy Manager at Infusionsoft

What I like most about InfusionSoft is the functionality and its endless possibilities. The Campaign Builder has an easy to use interface with limitless possibilities that can be constructed to suit your unique business needs. With a great email builder as well to create those beautiful calls to action that will surely ignite your leads' desire to buy whatever you are selling. I specifically manage...

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While I do have high praise for the campaign builder and its limitless possibilities, this can also be a problem as when I first started using the software; I didn't know what was what. There is basic training available, but I don't feel it adequately explains the possibilities of what can be done. To fully unlock the potential of InfusionSoft, some additional training will be required.

Hi Nathan, Thank you so much for taking the time to write such a thoughtful review. We truly appreciate your input - especially hearing from what I would call a "power user" :) Cheers, Sarah, Advocacy Manager at Infusionsoft

The product itself is very useful and good. While there are no "perfect" automation apps on the market that fulfill all our requirements, IS did a relatively good job of it. They've been pushing lots of regular updates which is good, but doesn't make up for what I'll describe in the Cons section.

Many other automation apps have built-in features that are very useful, but Infusionsoft requires a LOT of 3rd party apps (which adds on a lot of costs for a small business) to do a lot of things other apps have out of the box. As mentioned, I understand no app on the market is 100% perfect and the other apps have their own deficiencies. The worst part of Infusionsoft is not the product itself (the...

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Customizability is my favorite part of Infusionsoft. It is very powerful to be able to have it do exactly what you have dreamed up. It seems pretty simplistic at first, but when you get into it, you start to realize that the possibilities are endless of what you can accomplish and do with it. For me the CRM and Campaign builder are doing automated tasks for me that would take our team hours to accomplish,...

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There is work involved. I'm not really trying to be facetious. So many times we want a silver bullet that makes everything as easy as wasting 6 hours on your friends facebook feeds. In life in general, it's not easy to customize anything, but when it is finally tailored right to what your business needs, it is very powerful. Infusionsoft isn't a few clicks here and there and over with, but if...

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I like being able to set up campaigns that run the full year making sure the customer is kept in the loop. With proper tags I can see that things are running smoothly.

1) Support. If you are in the US I am sure that support is much better but being 9 hrs ahead of the IS HQ I am usually stuck with the total waste of time 'Chat Support'. Two years ago support would have gotten 5 of 5, today I would give it one star at best. 2) The platform is about 5 years behind the times. Powerful but the look, usability, and feel are dated. If they don't get on this in the next...

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Hi Liam, Thank you for writing a review. I will make sure to share your product feedback with the right teams here so we can create a better experience for our customers. Take care!

I tried many brands, however, each time I got a great email, an immediate response, a beautiful landing page I continued to see the name Infusionsoft. The research and features were outstanding. As I began looking at those at the higher level of business, which I wanted to obtain, I saw most, in a variety of industries, had chosen Infusionsoft. I was surprised when surveying the target group of Infusionsoft Users, they each were optimistic about their future commitment to continue their relationship. So I jumped in! I am confident it will be an investment of time, money and frustration of efforts - but I look forward to building system, upon a system and automating many general tasks and information sharing.

The investment was a minor con - but the prices have become more in line with the value as my years of investigation and research continued. The biggest con is the education investment and the delayed gratification of understanding this will be a process. My optimism has been a bit dampened with the realization I may not easily, understand trigger relationships and process. Additionally, my "initial payment" for training although friendly has been less than sufficient, and less than simple to establish a confidence that I can get it done in a year. However, I still believe I will be with the system for a long period of time, and patience and bridled expectations will become the new norm.

The people of InfusionSoft know how to help customize their software to whatever you want to follow, no matter how unconventional it is. They work hard at through free of cost assistance to leverage their program to the clients benefit. They have a large and deep community of users that help enrich the users' experience.

Its integration is less ubiquitous than that of SalesForce, but is growing constantly.

The tool has a lot of power. It enables you to automate email campaigns targeting each contact based on what you know about them. If they answer a question on a form, you can sent them one thing. If you learn they live in one state versus another, you can customize content to them. If they visit specific pages of your site and login many times into your membership site, you can change what they see. It has a huge amount of power.

It's not a do-it-yourself tool. Lot's of people complain saying it's too hard to use and too expensive. Infusionsoft is a complex piece of software. If a complete newbee could make it work perfectly on their own, it wouldn't be able to provide you with all the feature it includes. I have seen Infusionsoft sold from the stage with promises that it's a self-serve, DIY solution. Honestly, it is not. That's why you have a very healthy Infusionsoft consultants and partners community servicing it. These consultants and partner focus on all aspects of the solution working to help business owners put the tool to good use.

As a CRM Analyst/Consultant, most of my projects are helping companies administrated and implemented different types of CRMS and marketing software. So I have the chance to research and test a multitude of CRM's and Marketing Software for the past several years and Infusionsoft is one of my favorites. I have helped two small companies(around 20-30 employees)implement this product from start to finish....

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Infusionsoft only includes the basic Lead Generation reports. If you want to generate the true ROI reports it will require you to purchase add-ons, such as Wicked Reports. I would say that these reports are critical for understanding where your leads are generated and how to refine your marketing.

Customer support is very good and readily available, and I use it weekly to continue to build out and automate my systems. The app's functionality allows me to streamline my services by automating the process. It does the work of a full-time project manager, and does it better and faster since it's automated.

They don't call it "confusionsoft" for nothing. It's confusing in many ways. But I think for an app with such robust functionality, it just can't be totally obvious and simple because there are too many moving parts. It's a complex software that has the ability to execute complex functions, which means it's not going to necessarily be something you can just pick up and use without any training. I think the big area that could be improved is the Referral Partner Center. It seems exceptionally non-intuitive.

Thank you so much for the great review. We are so happy Infusionsoft has helped you transform your business and serve your Financial Advisor customer on a larger scale. Also, thank you for the feedback on the Referral Partner Center.

Infusionsoft simply has the best "all-in-one CRM" for the price. The marketing automation section of Infusionsoft includes a visual campaign builder for automated emails which I consider one of the best in the industry. The ability to create beautiful, mobile-responsive landing pages simply adds to the value of the automation. Pairing this automation with a CRM with robust capability for sales follow-up is what creates the value. The e-commerce and tracking reports are just a bonus.

Infusionsoft includes basic Lead Generation reports but true ROI reports require add-ons, such as Wicked Reports or Graphly. Such reports are critical for understanding from where your leads are generated and how to refine your marketing. Despite this being a downside, I would add that a software stack of Infusionsoft and Wicked Reports is often less expensive and more effective than other CRM alternatives. Additionally, Infusionsoft is planning to release advanced analytics baked into the platform shortly, or so I have heard.