Contactability vs Keap

• The software reporting system is really clean and works well and they are good at sending you leads.
• Their customer service is also willing to work with you and they really tried to help me improve our ROI.
• Since using Contactability our workflow is changing. We now only pick up the phone when someone is interested in our services. The prescreening is all handled and we have control over the flow, what is said. Even when we're out of the office we can log in from anywhere and see what's happening with our leads and those missed calls get scheduled for us automatically.

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• The strongest part of Keap/Infusionsoft is the CRM side for contacts and companies. The contact view is very robust, with everything from basic data points to form submissions, campaigns past and present, purchases, tags, web site profile, opportunities, and tons of customization is available with custom fields. Every business needs custom fields for segmentation, lead management, and reporting. It is very robust here.
• The email builder is very simple and quick to use. The drag and drop functionality with built-in templates makes it a breeze to set up any kind of email from a beautiful marketing blast to a simple automated sales follow-up. Tagging from email clicks is also great for triggering other actions or notifications to reps for follow up. Emails are mobile responsive, too, without any extra coding or fiddling.
• This has my favorite campaign builder. Simply pick a goal that triggers actions and then build our sequences with very robust if/then conditional logic. You can build campaigns as simple as an opt-in form with notification or follow-up or a 30-touch account-based marketing campaign all on the same canvas which is so swift and easy to edit.

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• Call the toll-free customer service number and you are transferred to a blank voicemail, with an electronic repeat of the phone number.
• The software training videos were confusing to non technical users.
• We encountered bugs with the use of Windows 10. Some of the futures were bugged.

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• I would like to see Infusionsoft's functions being sold a la carte; my business utilizes the marketing and CRM features exhaustively but does not touch the sales and transaction processing features. It would be nice to pay for only what we use.
• There is a mobile Infusionsoft application available on phones, but building marketing campaigns is not an option here. It would be nice to be able to build campaigns, even rudimentary, from a cell device.
• I adore Infusionsoft but would love for it to be made more affordable.

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• We got our people to become more open minded in trying new software and exploring options for automation.
• Users got discouraged when the software did not work as it was supposed to and customer service was not there too help.
• Once used correctly, we did have a large increase in the number of new clients that our office handled.

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• For my business, which offers virtual assistance services, Infusionsoft has been helpful in allowing me and my team to help my client run his business more smoothly. He already had it in place when we started working together, which made for a very easy transition.
• Infusionsoft can be complicated. There are several different ways to accomplish some tasks, which is good, giving people choices, but we may choose a less productive method when a simpler, quicker method is available since it's too difficult to find it in the Infusionsoft haystack.
• I understand timing out for security purposes when you haven't engaged with the program in a certain amount of time, but frequently when I have been using it regularly for an hour straight, it will boot me off and make me log in again when I am in the middle of a search or trying to help a customer over the phone.

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