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344 Ratings

Infusionsoft by Keap

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Top Rated
201 Ratings
344 Ratings
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Score 7 out of 101

Infusionsoft by Keap

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Top Rated
201 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7.7 out of 101

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Likelihood to Recommend

Act-On

If you are not familiar with Marketing Automation, you should consider whether you have the resources to manage a platform and your content. You do not have to be a techy to work with Act-On, however some HTML and CSS skills come in handy. With Act-On you are up and running in no time. When connecting with a different CRM such as Salesforce, NetSuite, Dynamics or other native integrations, you will learn that Act-On provides all the APIs you need and more importantly all the support you will need.
Harold Klaassen profile photo

Infusionsoft by Keap

Infusionsoft excels with small business. It really tries hard to represent the small business community. If you are a small business, there is a good chance it will work well for you. If you are a part of a medium or large business, however, just think twice about it and consider other options first.
Johnathan Speakman profile photo

Feature Rating Comparison

Email & Online Marketing

Act-On
7.4
Infusionsoft by Keap
WYSIWYG email editor
Act-On
8.1
Infusionsoft by Keap
Dynamic content
Act-On
7.3
Infusionsoft by Keap
Ability to test dynamic content
Act-On
6.9
Infusionsoft by Keap
Landing pages
Act-On
7.1
Infusionsoft by Keap
A/B testing
Act-On
6.8
Infusionsoft by Keap
Mobile optimization
Act-On
6.7
Infusionsoft by Keap
Email deliverability
Act-On
8.0
Infusionsoft by Keap
List management
Act-On
6.7
Infusionsoft by Keap
Triggered drip sequences
Act-On
9.0
Infusionsoft by Keap

Lead Management

Act-On
7.5
Infusionsoft by Keap
Lead nurturing
Act-On
7.1
Infusionsoft by Keap
Lead scoring and grading
Act-On
7.7
Infusionsoft by Keap
Data quality management
Act-On
7.9
Infusionsoft by Keap
Automated sales alerts and tasks
Act-On
7.1
Infusionsoft by Keap

Campaign Management

Act-On
7.8
Infusionsoft by Keap
Calendaring
Act-On
6.8
Infusionsoft by Keap
Event/webinar marketing
Act-On
8.7
Infusionsoft by Keap

Social Media Marketing

Act-On
8.1
Infusionsoft by Keap
Social sharing and campaigns
Act-On
8.1
Infusionsoft by Keap
Social profile integration
Act-On
8.2
Infusionsoft by Keap

Reporting & Analytics

Act-On
6.2
Infusionsoft by Keap
Dashboards
Act-On
6.0
Infusionsoft by Keap
Standard reports
Act-On
6.6
Infusionsoft by Keap
Custom reports
Act-On
6.1
Infusionsoft by Keap

Platform & Infrastructure

Act-On
7.4
Infusionsoft by Keap
API
Act-On
8.8
Infusionsoft by Keap
Role-based workflow & approvals
Act-On
7.2
Infusionsoft by Keap
Customizability
Act-On
6.9
Infusionsoft by Keap
Integration with Salesforce.com
Act-On
8.0
Infusionsoft by Keap
Integration with Microsoft Dynamics CRM
Act-On
6.6
Infusionsoft by Keap
Integration with SugarCRM
Act-On
7.0
Infusionsoft by Keap

Sales Force Automation

Act-On
Infusionsoft by Keap
7.6
Customer data management / contact management
Act-On
Infusionsoft by Keap
8.2
Workflow management
Act-On
Infusionsoft by Keap
7.4
Opportunity management
Act-On
Infusionsoft by Keap
7.5
Integration with email client (e.g., Outlook or Gmail)
Act-On
Infusionsoft by Keap
7.5
Quote & order management
Act-On
Infusionsoft by Keap
6.9
Interaction tracking
Act-On
Infusionsoft by Keap
8.2

Marketing Automation

Act-On
Infusionsoft by Keap
8.5
Lead management
Act-On
Infusionsoft by Keap
8.3
Email marketing
Act-On
Infusionsoft by Keap
8.8

CRM Project Management

Act-On
Infusionsoft by Keap
7.3
Task management
Act-On
Infusionsoft by Keap
7.4
Billing and invoicing management
Act-On
Infusionsoft by Keap
7.3
Reporting
Act-On
Infusionsoft by Keap
7.2

CRM Reporting & Analytics

Act-On
Infusionsoft by Keap
7.0
Pipeline visualization
Act-On
Infusionsoft by Keap
7.0

Customization

Act-On
Infusionsoft by Keap
8.2
Custom fields
Act-On
Infusionsoft by Keap
8.1
Custom objects
Act-On
Infusionsoft by Keap
8.9
API for custom integration
Act-On
Infusionsoft by Keap
7.6

Platform

Act-On
Infusionsoft by Keap
6.9
Mobile access
Act-On
Infusionsoft by Keap
6.9

Security

Act-On
Infusionsoft by Keap
8.2
Role-based user permissions
Act-On
Infusionsoft by Keap
8.2

Pros

  • Behaviour Analysis. Anachron allows me to monitor all user behaviour on our websites, landing pages, emails webinars and other items. This knowledge, even the anonymous company data around who is on our sites and what they are doing is invaluable.
  • Email marketing and list management. Act-On's list management and email capabilities compare very favourably with some of the higher end automation tools I've used in the past. Although it has its quirks, it stands up strong against its biggest competitors in this regard.
  • Sales Support. The Act-On Anywhere Chrome Extension has rapidly become a must have item for our entire sales team. This recent addition to Act-On gives much greater insight into prospect behaviour to sales and most importantly enables the to get access to that information without having to log into another system, It's included right there in their emails and their web browser. The Act-On tab in Salesforce is also of great interest to our sales team.
Damian Leslie profile photo
  • It is a pretty flexible system because of their tagging system. It allows you to group and segment your contacts very easily.
  • Their customer support is amazing! There are few companies whose customer support is as helpful as theirs has been to me. You can send support email tickets, do online chats with representatives, or you can give them a call and talk with a real person. They always do their best to help you.
  • They have many different tools that they integrate with, so you're almost guaranteed to be able to do anything you need to. If you can't find the right integration, the API is open for you to be able to use.
Johnathan Speakman profile photo

Cons

  • Program automation: the only feature I miss from Eloqua, which I used in a previous role, is the drag and drop canvas for building out a drip campaign. Act-On's functionality works perfectly, but the fact it's all listed in one vertical line makes it slightly more difficult to visualize the flow. Having said that, the tools are all there, it could just do with some extra visualization when it comes to making complex programs.
  • Website prospector. This is one of the features I use very heavily and although the new version recently launched is a big improvement, there's still room for more info. It's by no means bad, but I'd like to see some extra info in here.
  • Forms: Id like to see a more visual formbuilder, in line with the landing page improvements recently made. The form works great but are quite plain visually. This could be improved and remove the need for extra tools in WordPress/other programs.
Damian Leslie profile photo
  • Hard to learn, the platform is not intuitive.
  • There is not just one way of doing something, there are multiple ways of doing it, and some of them work in only unique applications. The platform buildout is extensive and hard to systemize.
Chandler Elmore profile photo

Likelihood to Renew

Act-On8.9
Based on 112 answers
It's my single biggest asset in my current role. With limited resources, its enabled Anachron to punch well above our weight marketing wise and although we're still at the beginning of our journey I know the system can scale with us
Damian Leslie profile photo
Infusionsoft by Keap1.2
Based on 34 answers
Infusionsoft is the cake and the icing! The system itself is the cake and the customer service / help desk / education team is the icing. We have used Infusionsoft since March 2014. Enquiries are up by 25% and sales are up around 11%.
Jon Hewlett profile photo

Usability

Act-On7.2
Based on 31 answers
Again, these systems take time to learn, and there's so much under the hood that usability is an issue with any marketing automation software. Act-On provides a nice balance.
David Wank, DMD profile photo
Infusionsoft by Keap5.0
Based on 11 answers
Buyer beware. Be prepared to invest many hours if you plan to manage this application yourself. This is true of any automation solution. Can you take classes and go to University again and become a great marketing automation expert yourself? Yes, probably. But should you be investing your highest and most productive use of time building out Infusionsoft. Not likely.Which means you need to plan on finding someone you can trust and that is the plain truth. There are many qualified consultants who have sufficient sales, marketing, business, content, life and Infusionsoft experience to help you get results. But far too many people decry this as an all in one solution that is easy to use. This will never be the case even though the product development team is constantly working to make it a better product and easier to use.We don't make our own paper clips for a reason. We outsource all the time. We have to make really informed decisions on the solutions we use and then commit to learning best practices for marketing regardless of the platform.Do not expect to pay someone less than $150-$250 per hour to really make this application sing. Or pay them for training or internal services and then kick yourself.
Clifford Jones profile photo

Reliability and Availability

Act-On9.1
Based on 14 answers
This product has never been down when I needed it
Ian Nate profile photo
Infusionsoft by Keap8.8
Based on 5 answers
Haven't experienced any real issues with availability. Reliability is another deal.
Clifford Jones profile photo

Performance

Act-On8.2
Based on 13 answers
Act-On just keeps improving.
Angie J Anderson profile photo
Infusionsoft by Keap7.7
Based on 5 answers
OMG, it's all in one and that compromises everything, fundamentally. If you want a race car, invest in a race car. If you want a dune buggy, get that. If you want a boat that floats, go for it.
Clifford Jones profile photo

Support

Act-On8.8
Based on 38 answers
One of the BEST support teams I've ever dealt with.
David Wank, DMD profile photo
Infusionsoft by Keap2.0
Based on 8 answers
It may be easy to get someone on chat or phone for which I give these guys credit. But this does not mean you will get the answers you want or like. It's a buggy system. Why? Because it's all in one. The CRM is decent. The cart a joke. The email editor laughable. Affiliate partner function serves a huge business risk unless programmed by a NASA level consultant for which you can and must pay dearly. There are just too many bugs overall.
Clifford Jones profile photo

In-Person Training

Act-On8.7
Based on 4 answers
My Account Manager has led me through countless amounts of training on the product as a whole and through some of my integrations.
Vinny Poliseno profile photo
Infusionsoft by Keap8.6
Based on 5 answers
This training is taught often to the lowest common denominator so as to help as many customers of theirs as possible. We do the training and coaching and implementations for our clients. But clients who I know who have been to their training get trained well. The gap that can exist lies in you doing your part and really investing in using and building out the application.The training and education is only as good as your willingness to apply it.
Clifford Jones profile photo

Online Training

Act-On9.3
Based on 16 answers
Act-On had a lot of resources, and their staff was great at answering any questions I had to make sure we got started on the right foot. Looking back, I would have preferred some additional training sessions since we didn't have any previous experience with Marketing Automation and best practices.
Carrie Scheetz profile photo
Infusionsoft by Keap9.5
Based on 5 answers
If you're willing to click and learn as you go, there are great resources for training including on page help and video.
Clifford Jones profile photo

Implementation

Act-On8.6
Based on 22 answers
Trust your success counselor. All 3 had have been spectacular.
Charles Harte profile photo
Infusionsoft by Keap8.0
Based on 8 answers
It was frustrating as hell. You can't teach a kid to ride a bike in a seminar, you can't do it over the phone with tech support, unless you have some talent and the patience of Job. Being is business is hard enough. Adding new software is a pain in the butt. The path of least resistance is to find a professional who lives in this stuff and pay up for the talent. It's less expensive in the long run and you'll likely not need to self medicate. As much.
Clifford Jones profile photo

Alternatives Considered

As a company, it's much more organized, much more in contact with customers, and much more willing and able to pick up their feedback and incorporate it into the product. Pricing wise, it's also much more balanced, with a fairer price mode. It's also more agnostic, in terms of CRM and other integrations. The partner program is also clearer, and IMHO better.
Diogo Cabral profile photo
Infusionsoft is much better than ONTRAPORT, even though they play in the same space. The search and segmenting tools are far superior. For clients that don't need shopping cart functionality, I recommend Drip since it can do the same marketing automation as Infusionsoft, for far less cost. For clients with sales teams, I recommend ActiveCampaign since it handles the sales process better. SharpSpring is a worthwhile contender, especially for B2B sales teams. The only thing it can't handle as well as Infusionsoft is membership sites
Joshua Long profile photo

Scalability

Act-On9.1
Based on 1 answer
No answer on this topic is available.
Infusionsoft by Keap2.0
Based on 1 answer
Pricing is user and email and function based. Way too many pay walls and not native function for scaling. It's scaleable with NASA level marketing automation talent you must pay to engage. Otherwise, it gets expensive quickly for scaling to a true small business, which is what they target. Over 25 users and you're screwed. Look at the competition first, evaluate what you really need for your business and start there. Keep it simple, build your cash flow and confidence in the people you hired to make this work and then scale. Don't get sucked into the dream that this thing will help you sell your book to millions and you get famous while hanging on your boat or whatever. Building a small business is hard enough. Adding software often adds complexity in order to successfully scale.
Clifford Jones profile photo

Return on Investment

  • We now know how digital campaigns perform.
  • Marketing is much more agile going to market and promoting specific messages.
  • We have a specific knowledge of where opportunities came from. How we converted them from anonymous visitors to leads, to customers.
Diogo Cabral profile photo
  • When used properly, it has been the backbone of many of my client's businesses. The ROI is completely worthwhile if you actually use the platform.
Joshua Long profile photo

Pricing Details

Act-On

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
Act-On Editions & Modules
Act-On
Edition
Professional
$9001
Enterprise
$2,0002
1. per month (starts at 2,500 active contacts)
2. per month ( starts at 2,500 active contacts)
Additional Pricing Details
The Professional package starts at 2,500 active contacts, 3 marketing users, 50 sales users and 30,000 API calls per day. The Enterprise package starts at 2,500 active contacts, 6 marketing users, 100 sales users and 30,000 API calls per day. Annual contract required.

Infusionsoft by Keap

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
$499*
1.  prerequisite for all new customers
Infusionsoft by Keap Editions & Modules
Infusionsoft by Keap
Edition
Premium
$3991
Basic
$1991
Plus
$2991
1. per month
Additional Pricing Details
Work with a coach to start using our software successfully. Select a package that aligns with your business goals. This on-boarding service is a prerequisite for all new customers, and include one-on-one coaching and training resources. The one-time free price ranges from $499 to $1,999