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Overview

Category Leaders

A simple customer relationship manager made for small businesses. Track leads, manage contact info, and never miss a follow-up.

Category Leaders

Step up to all-in-one sales & marketing software designed for entrepreneurs, startups and larger teams. Our platform organizes...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

15

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

129

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.8

516

5

4

3

2

1

427

75

10

1

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
99%
would recommend this app

4.1

1.1K

5

4

3

2

1

554

375

140

53

57

  • Value for money
  • Ease of use
  • Features
  • Customer support
85%
would recommend this app

Pros

I have created some awesome systems for tracking referrals and testimonials thanks to their suggestions.
The best feature is that the customer service is as advertised, this company really does help. They also understand our industry which helps in the transition to and use of the product.
LACRM is Affordable and Easy to use. It has been a great addition to our business, helping us keep track of test tools, customers, and new leads.

Pros

The interface is clean and easy to use. On first impressions it looked like the re-brand from InfusionSoft was a move good to keep things more simple.
I love this product, it is the best when you get advanced marketing experience and a big mail list, you can really do magic with it with the advanced action based segmentation.
I had some great help with getting everything set up and I find the email automation system quite easy to use and understand, which is great as it has gotten me to do a lot more with automation.

Cons

We haven't found anything about the app that is a problem for us.
Haven't used it enough to see if there is anything missing.
There are some features in development I am anxious to see roll out, but none of them are business critical.

Cons

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.
Sick and tired of paying money for something no one can make function and do what I need.
Infusionsoft refuses to make simple fixes. Terrible for business to business.
  • Vendor responds to reviews
  • Last review4 days ago
  • Vendor responds to reviews
  • Last review4 days ago

Key features

  • Total features61
  • AB Testing
  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Auto-Responders
  • Batch Processing
  • Billing & Invoicing
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Call List Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Cataloging/Categorization
  • Channel Management
  • Click Tracking
  • Client Management
  • Client/Property Matching
  • Commission Management
  • Configurable Workflow
  • Confirmation/Reminders
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Customer Activity Tracking
  • Customer Database
  • Customer History
  • Customer Journey Mapping
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customizable Fields
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Deal Management
  • Discount Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Electronic Payments
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • FAQ
  • Field Sales Management
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Form Builder
  • Image Library
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Invoice Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Engagement
  • Lead Generation
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • List Management
  • Live Chat
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Online Booking
  • Opportunity Management
  • Order Management
  • Order Processing
  • Order Tracking
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Pricing and Cost Calculations
  • Prioritization
  • Product Catalog
  • Promotions Management
  • Prospecting Tools
  • Publishing Options
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Data
  • Real Time Reporting
  • Reference Usage Tracking
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Assignment
  • Request Escalation
  • Responsive
  • Routing
  • SEO Management
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Shopping Cart
  • Social Marketing
  • Source Tracking
  • Spam Blocker
  • Tagging
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Visitor Tracking
  • Visual Analytics
  • WYSIWYG Editor
  • Web Forms
  • Web-based Deployment
  • Website Management
  • Website Visitor Tracking
  • Widgets
  • Workflow Management
  • XML/RSS
  • eCommerce Management
  • Total features145
  • AB Testing
  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Auto-Responders
  • Batch Processing
  • Billing & Invoicing
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Call List Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Cataloging/Categorization
  • Channel Management
  • Click Tracking
  • Client Management
  • Client/Property Matching
  • Commission Management
  • Configurable Workflow
  • Confirmation/Reminders
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Customer Activity Tracking
  • Customer Database
  • Customer History
  • Customer Journey Mapping
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customizable Fields
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Deal Management
  • Discount Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Electronic Payments
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • FAQ
  • Field Sales Management
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Form Builder
  • Image Library
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Invoice Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Engagement
  • Lead Generation
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • List Management
  • Live Chat
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Online Booking
  • Opportunity Management
  • Order Management
  • Order Processing
  • Order Tracking
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Pricing and Cost Calculations
  • Prioritization
  • Product Catalog
  • Promotions Management
  • Prospecting Tools
  • Publishing Options
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Data
  • Real Time Reporting
  • Reference Usage Tracking
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Assignment
  • Request Escalation
  • Responsive
  • Routing
  • SEO Management
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Shopping Cart
  • Social Marketing
  • Source Tracking
  • Spam Blocker
  • Tagging
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Visitor Tracking
  • Visual Analytics
  • WYSIWYG Editor
  • Web Forms
  • Web-based Deployment
  • Website Management
  • Website Visitor Tracking
  • Widgets
  • Workflow Management
  • XML/RSS
  • eCommerce Management

Integrations

  • Total integrations16
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite
  • Total integrations284
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite

User reviews that mention these apps

KC
AvatarImg

Kuanyu C.

Financial Services,

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Keap logo

Keap

Easy to use and friendly interface

Reviewed 9 years ago
Pros

Good support and training team. Flexible payment available.

Cons

Less template flyer available for CRM. Extra cost for other marketing package.

AvatarImg
AvatarImg

Brandon M.

Marketing and Advertising, 1-10 employees

Used other for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Keap logo

Keap

Needs Fulltime Implementation

Reviewed 3 years ago

Expensive, don’t refund, adoption fees, basic account support help booked weeks out...

Pros

Was good when it was an industry leader but cost too much and doesn’t perform near as well as many other more favorable designed sites that are less frustrating as a CRM

Cons

Incredibly rough to use software, always a favorite of many who like to control every option and process but limited design integrations, Buggy apis, Buffy widgets, very frustrating UXI

Vendor response

Brandon, We will pass along your product feedback to our teams so we can keep growing to make sure that we are serving our customers the best that we can. We also have certified partners who can help with implementation and customization. You can find them here: https://marketplace.infusionsoft.com/home

BG
AvatarImg

Belinda G.

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Keap logo

Keap

Have been pleased with IS

Reviewed 5 years ago

Good CRM

Pros

Infusionsoft offers an easy way to keep customers information, along with notes and contact information.

Cons

Have not gotten a handle on emailing through the software but we are working on it with support from customer service.

KR
AvatarImg

Kevin R.

Construction, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Keap logo

Keap

Great CRM for use in a sales function

Reviewed 3 years ago

Good CRM for the price

Pros

Relatively easy to pick up and use, doesn't take a lot of training, but has more complex features that can be used.

Cons

The complex features take a reasonably high level of skill to implement

MD
AvatarImg

Marie D.

Food & Beverages,

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Keap logo

Keap

Infusionsoft Review

Reviewed 7 years ago
Pros

integration of crm and email marketing tool, custom tags, simple u/i for crm, customer support chat function is convenient

Cons

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

AR
AvatarImg

Verified reviewer

Automotive, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Keap logo

Keap

A step-up from a more basic CRM platform

Reviewed 4 years ago
Pros

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.

Cons

Not as many extensions and integrations as the larger CRM platforms.

JM
AvatarImg

James M.

Primary/Secondary Education, self-employed

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

Share this review:

Keap logo

Keap

Weak CRM but campaign builder is very easy

Reviewed 6 years ago

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.

Pros

Very easy to learn how to build campaigns.

Cons

Very difficult to mold the CRM into something friendly for salespeople.

LR
AvatarImg

Lynne R.

Professional Training & Coaching, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Keap logo

Keap

Infusionsoft - A great CRM

Reviewed 4 years ago

Moving from Dynamics to Infusionsoft was a great move on behalf of our company. We are a small company and the Dynamics CRM was just to "heavy" for our use. From our initial calls, to the setup to our daily use, we are very pleased with Infusionsoft and it's substantially less expensive than Dynamics.

Pros

We love Infusionsoft because it is user friendly, intuitive and we have been able to combine our marketing campaigns into the software.

Cons

I can't really say anything negative about Infusionsoft.

Vendor response

Lynne, We love hearing this! Thanks for sharing your review. All the best, Paige, Social Media Specialist

WJ
AvatarImg

Wendell J.

Marketing and Advertising, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Keap logo

Keap

The CRM that Keaps giving

Reviewed 7 months ago

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.

Pros

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.

Cons

The invoicing has been rough, some glitches with entering payment information. The appointments feature could use some more flexibility but is overall good.

Vendor response

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.

CJ
AvatarImg

Cliff J.

Management Consulting,

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Keap logo

Keap

Cutomer who became one of the world's top-rated consultants.

Reviewed 8 years ago
Pros

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.

Cons

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.

CB
AvatarImg

Clifford B.

Financial Services, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Keap logo

Keap

Great software but there is a learning curve.

Reviewed 5 years ago

Automation is great. CRM needs some work, telephone support people just couldn't figure it out.

Pros

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.

Cons

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.

JA
AvatarImg

João A.

Computer Software, 1,001-5,000 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Keap logo

Keap

A good option for SMB's companies

Reviewed 21 days ago
Pros

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

Cons

Contact management can be a bit complicated, never exclude a CRM you'll need it.

Vendor response

Hello João, We appreciate the review! Thank you for telling others about Keap.

JC
AvatarImg

Jessica C.

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

Share this review:

Keap logo

Keap

Good, not great

Reviewed 5 years ago
Pros

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.

Cons

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.

MK
AvatarImg

Michael K.

Consumer Services, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Keap logo

Keap

All in One Place

Reviewed 4 years ago
Pros

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.

Cons

A bit of a learning curve. Building a campaign is not intuitive to me. Same with customizing products and shopping carts.

Vendor response

Michael, We love reading feedback like yours. Thanks for sharing your review! All the best, Paige Clark

DM
AvatarImg

Doug M.

Computer Software, self-employed

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Keap logo

Keap

Top-notch campaign builder, the rest can be a bit scattered

Reviewed 6 years ago

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.

Pros

Slightly less expensive than industry leaders for marketing automation.

Cons

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.

AR
AvatarImg

Verified reviewer

Higher Education,

Used other for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Keap logo

Keap

An incredibly full-featured tool

Reviewed 5 years ago

Incredibly wide-ranging and full-featured email/CRM tool.

Pros

If you learn to use InfusionSoft well, it is quite possibly the best CRM option there is. You can do anything you can imagine and about 50 things beyond that.

Cons

Warning: The learning curve is pretty steep. It's well worth it if you're going to use the tool to its maximum potential, but it's rough if all you want to do is email to a few lists.

JS
AvatarImg

John S.

Building Materials, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Keap logo

Keap

Great for mid size companies including manufacture/sales companies

Reviewed a year ago
Pros

Keap is the most customizable CRM system out there .

Cons

I have not found an area that we have not be able to customize for our needs yet.

AvatarImg
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Jay M.

Marketing and Advertising, 11-50 employees

Used monthly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

Share this review:

Keap logo

Keap

Lacked Features Needed

Reviewed 7 months ago

You have to pay for customer support. You get only so many hours of help and then every hour after you need to pay. The system was constantly breaking - the Facebook group was filled with irate customers, and we were missing core features that I was very surprised were missing. Overall, we left after 2 months.

Pros

Its CRM is very user-friendly and mobile friendly

Cons

It was missing core automation segmentation features

Vendor response

Hi Jay. I'm sorry to hear that Keap's feature set didn't fulfill your needs. However, our customer support is free and unlimited for all customers. It's possible that you could be referring to Coaching sessions, which are a paid program.

MD
AvatarImg

Matt D.

Computer Software,

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Keap logo

Keap

Contacts and Prospects management works best

Reviewed 6 years ago
Pros

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.

Cons

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.

CK
AvatarImg

Cherie K.

Real Estate, 51-200 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Keap logo

Keap

Ease of use!

Reviewed 5 years ago

Would recommend to anyone looking for a great CRM!

Pros

Current up to date setup and information! I love the ease of use and the great customer support that are so willing to help!

Cons

No cons were added to this review

SG
AvatarImg

Stan G.

Computer Software, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Keap logo

Keap

Customer data got secured

Reviewed 4 years ago

Infusionsoft is a great CRM tool available to help managing customers information. Sales data can be managed well with the sales team.

Pros

Infusionsoft CRM helps keeping customer data secured on its cloud storage. The CRM has integration with Gmail and customer contacts can be stored right from Gmail. Comes with various statistics.

Cons

Most of the features look great. Having the sales emails management would be a great benefit. If this feature can be added.

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Jon W.

Real Estate, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

Share this review:

Keap logo

Keap

Too Difficult to implement quit using

Reviewed 4 years ago

We wanted an easy platform to link with our CRM.

Pros

I did not like this platform. I theory it would work well, we were never able to make it work.

Cons

This platform is too complicated to use. Everyone called it confusionsoft.

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Paul A.

Telecommunications, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Keap

Right from the start, this was great software!

Reviewed 5 years ago
Pros

I worked for a company that partnered with Infusionsoft when they were a brand new company. It was immediately clear that they had both a winning software, and a winning team. Infusionsoft is one of those products that doesn't have stuff just because it can. It's functionality is there because you need it. Feature-rich, logical, and pretty darn nice.

Cons

Like Salesforce, Infusionsoft can have a moderately steep learning curve if you're new to CRM software.

SM
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Shelby M.

Recreational Facilities and Services, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Keap

Pretty good CRM

Reviewed 4 years ago
Pros

Very intuitive and seamless for pipeline stage management, CRM, and communication

Cons

Some disconnect between transitioning pipeline stages and the triggered communication to the client, or the tasks that it triggers for your task list.

MB
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Mark B.

Law Practice, 1-10 employees

Used monthly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Keap

Pretty steep learning curve to get the system up and running.

Reviewed 5 years ago

CRM and sales automation for a small business was pretty cool.

Pros

Seemed to do the things that a CRM system should do. I got the software from another vendor who was doing my marketing automation so they had it set up for my type of business

Cons

Be prepared to invest some ramp up time and care and feeding time. You simply have to feed in the data from your business to get the thing to pay off.

Vendor response

Hi Mark, We appreciate the review and the feedback! Cheers, Sarah, Advocacy Manager at Infusionsoft