Overall Satisfaction with Keap (formerly Infusionsoft)
Infusionsoft is a system we use for our e-commerce email campaigns - the integration for payments and automatic billings works very well. Not everyone at the company uses it, there are only a few key players as it's complicated to learn. However, it is easy to use once you've taken the time to do the training. The details in the CRM system are fantastic; you can get very creative and in-depth with how you tag people, which allows us to create extremely targeted email lists.
- The automation is great for email drip sequences and campaigns, and you can run it over an extended period of time, so it works well for a long promotion.
- The email editor is pretty easy to use (unless you have a lot of design work and HTML coding, then not so much) but it's a really quick process to create and send out a simple email.
- I do love the tagging contacts feature, very useful.
- Data clean up is really easy (duplicates and so on).
- There are bugs throughout the whole system, and the email design editor can be EXTREMELY hard to work with if you're someone who's looking for more than your basic drag-and-drop.
- The fact that the emails aren't mobile responsive/friendly in this day and age is a joke.
- The reporting could use work as well, and I wouldn't make major decisions based on the numbers I get.
- There's no ability to split test in Infusionsoft, which is a big missing component in my opinion.
- Better list creation for more targeted emails
- E-commerce feature allows us to process payments quickly with no work on our part (other than initial set up)
- It's not easy to use for a more complicated email design
- HubSpot, Drip Ecommerce CRM and ActiveCampaign
To be honest, if we had the option we would work exclusively with HubSpot. However, HubSpot doesn't have the e-commerce feature. That alone outweighs the headaches from working with Infusionsoft. The drip campaign sequences are a great plus too though, and the tagging feature is something I'd like to see in HubSpot. Infusionsoft is also more budget-friendly.