What users are saying about
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Top Rated
204 Ratings

Infusionsoft by Keap

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Top Rated
204 Ratings
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Score 7.6 out of 101

Likelihood to Recommend

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

Sales Force Automation

Infusionsoft by Keap
7.6
Customer data management / contact management
Infusionsoft by Keap
8.1
Workflow management
Infusionsoft by Keap
7.4
Opportunity management
Infusionsoft by Keap
7.5
Integration with email client (e.g., Outlook or Gmail)
Infusionsoft by Keap
7.5
Quote & order management
Infusionsoft by Keap
6.8
Interaction tracking
Infusionsoft by Keap
8.1

Marketing Automation

Infusionsoft by Keap
8.5
Lead management
Infusionsoft by Keap
8.2
Email marketing
Infusionsoft by Keap
8.7

CRM Project Management

Infusionsoft by Keap
7.3
Task management
Infusionsoft by Keap
7.4
Billing and invoicing management
Infusionsoft by Keap
7.3
Reporting
Infusionsoft by Keap
7.1

CRM Reporting & Analytics

Infusionsoft by Keap
7.1
Pipeline visualization
Infusionsoft by Keap
7.1

Customization

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

Platform

Infusionsoft by Keap
7.0
Mobile access
Infusionsoft by Keap
7.0

Security

Infusionsoft by Keap
8.1
Role-based user permissions
Infusionsoft by Keap
8.1

Pros

Infusionsoft by Keap

  • 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

Infusionsoft by Keap

  • Infusionsoft can be a challenge for new less-tech savvy customers. As a business owner, technology is not always a top skill. I've worked with a number of clients who purchased Infusionsoft in an effort to grow their business only to be completely overwhelmed and scared about how to get it setup and operational.
  • Better one-on-one account management with regular check-in's to make sure that the Infusionsoft customer is happy, has all the resources they need for setup. This may help get people shifted over and fully converted to Infusionsoft faster so it doesn't feel like a financial burden paying for old systems (Constant Contact, MailChimp, 1ShoppingCart, etc) AND Infusionsoft simultaneously for several months.
  • A "before we get started" checklist to help new clients get more prepared before their first training session. For example: Have your business logo .jpg ready w dimensions of X, Have a .jpg email header logo(s) available w dimension of X, Have a sample product image available, have a CSV file of your contacts exported from your existing email program, have X questions prepared so we can begin working on your specific needs asap.
Ellen Butler profile photo

Likelihood to Renew

Infusionsoft by Keap

Infusionsoft by Keap 1.2
Based on 34 answers
Infusionsoft gets easier and more efficient to use as you gain familiarity over time. Once you build the systems it is so easy to replicate the idea for new products or programs.
Ellen Butler profile photo

Usability

Infusionsoft by Keap

Infusionsoft by Keap 5.1
Based on 11 answers
It is great but complicated to learn. There are a lot of things you have to figure out on your own in order to use the software like it was intended.
Josh Preece profile photo

Reliability and Availability

Infusionsoft by Keap

Infusionsoft by Keap 8.8
Based on 5 answers
Haven't experienced any real issues with availability. Reliability is another deal.
Clifford Jones profile photo

Performance

Infusionsoft by Keap

Infusionsoft by Keap 7.7
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

Infusionsoft by Keap

Infusionsoft by Keap 2.0
Based on 8 answers
Again there is so much online support that users can find on Infusionsoft. From the corporate website and call center, to users groups located around the country, and ICCs who provide online resources, coaching and more, finding support for Infusionsoft is an easy task!
Chris LeBrun, MBA, CFRE profile photo

In-Person Training

Infusionsoft by Keap

Infusionsoft by Keap 8.6
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

Infusionsoft by Keap

Infusionsoft by Keap 9.5
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

Infusionsoft by Keap

Infusionsoft by Keap 8.0
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

Infusionsoft by Keap

We have used Pipedrive for our franchise sales side, but going forward we will be using ActiveCampaign for both our franchise sales and lead management for our owners. ActiveCampaign isn't as feature heavy as Infusionsoft, but it's a whole lot easier to use and setup. It allows us to manage separate accounts for our owners, has a mobile app, and won't require as much of a time investment to train our owners.
Tim Sleeper profile photo

Scalability

Infusionsoft by Keap

Infusionsoft by Keap 2.0
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

Infusionsoft by Keap

  • I think one of the biggest impacts has been seen in customer service. When you can deliver the right information on the right day to the right customer you have more satisfied customers!
  • Employee efficiency and effectiveness is another positive impact. Without automation, too many tasks are put in the hands of employees to accomplish manually. While automation takes the negative aspect of the human element out of the picture, Infusionsoft allows messaging to still have a personal touch.
Chris LeBrun, MBA, CFRE profile photo

Pricing Details

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

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