TrustRadius Insights
Users have found Infusionsoft to be a valuable tool for automating marketing campaigns and managing potential leads. It allows them to …
Starting at $199 per month
View PricingOverview
What is Keap?
Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.
Recent Reviews
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- List management (147)8.383%
- Lead nurturing automation (146)8.383%
- Email deliverability reporting (149)7.575%
- Standard reports (144)6.262%
Reviewer Pros & Cons
Video Reviews
1 video
Powerful: Keap Enables Agency to Effectively Target Their Email Marketing Efforts
01:55
Pricing
Pro
$199.00
Cloud
per month
Max
$289.00
Cloud
per month
Max Classic
Contact Us
Cloud
per year
Entry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://keap.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $199 per month
Features
Return to navigation
Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is Keap?
Keap focuses on helping entrepreneurs succeed. With sales and marketing automation, in concert with its CRM, users can create repeatable processes designed for growth while making the most of work hours. Keap is designed so that users can take control of the chaos in their businesses with:
- Sales & marketing automation: Emails and other marketing actions are triggered by client action
- Sales Pipeline: Visual dashboard to track the sales process
- Payments and e-commerce: Invoices for clients can pay in one click
- Reporting & analytics: Know what’s working and where to focus time
- Appointments: Clients book time based on the user's availability
- Email marketing: Email automations and templates
- Mobile app: A dedicated business phone line, SMS & email to stay connected
- Integrations: Connect data with hundreds of apps
Keap Features
Email & Online Marketing Features
- Supported: Landing pages
- Supported: Mobile optimization
- Supported: Email deliverability reporting
- Supported: List management
Lead Management Features
- Supported: Lead nurturing automation
- Supported: Lead scoring and grading
- Supported: Data quality management
- Supported: Automated sales alerts and tasks
Campaign Management Features
- Supported: Calendaring
Reporting & Analytics Features
- Supported: Standard reports
- Supported: Custom reports
Platform & Infrastructure Features
- Supported: API
- Supported: Role-based workflow & approvals
- Supported: Customizability
Keap Screenshots
Keap Videos
Customer Success Story: Nuno Silva, Owner of Papeloja
What is Keap? A Sales and Marketing Automation Software + CRM
Keap Competitors
Keap Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Countries | United States, Canada, United Kingdom, Australia, New Zealand, South Africa, Ireland |
| Supported Languages | English |
Keap Downloadables
Frequently Asked Questions
Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.
Keap starts at $199.
Ontraport, Salesforce Sales Cloud, and Constant Contact Lead Gen & CRM are common alternatives for Keap.
Reviewers rate Triggered drip sequences highest, with a score of 9.
The most common users of Keap are from Small Businesses (1-50 employees).
Comparisons
Compare with
Reviews and Ratings
(379)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
Users have found Infusionsoft to be a valuable tool for automating marketing campaigns and managing potential leads. It allows them to track the status of leads and differentiate between good and bad leads, streamlining the lead management process. One real estate business in Philadelphia has utilized Infusionsoft to organize tasks, coordinate with clients, and send campaign emails. This has provided them with updated client profiles and customization tools, enhancing their overall efficiency. A marketing officer has also used Infusionsoft to build and integrate campaigns with Clickfunnels, exploring features like decision diamonds to enhance engagement and fully utilize the software's potential for lead capture, nurturing, closing business, and managing upsells. Overall, Infusionsoft serves as a comprehensive solution for managing customer relationships, marketing automation, sales tracking, and e-commerce. Users appreciate its ability to handle a large number of clients and referral partners, improve newsletter creation, and provide essential tools for sales, accounting, store management, marketing, and communication. By centralizing lead information and automating client engagement journeys, Infusionsoft has simplified life for users by enabling effective segmentation and ensuring no leads are overlooked. It has been leveraged by small companies to reach out to prospects and clients efficiently, acting as a silent sales partner that enhances cost efficiency in the sales system. The software offers flexibility in handling various communication channels like emails, faxes, internal communications, and voicemails while providing integrated marketing software capabilities. Additionally, Infusionsoft has enabled significant business growth by facilitating communication with B2B networks and supporting marketing efforts such as advertising, online sales quoting, invoicing, and customer tracking. Whether it's automating email marketing campaigns or creating e-courses that complement non-fiction books using CustomerHub integration, Infusionsoft has proven to be an effective tool for businesses across various industries.
Attribute Ratings
Reviews
(101-125 of 209)Companies can't remove reviews or game the system. Here's why
March 24, 2021
Great Database To Grow Your Customer Relationship
Our company has used Keap (formerly Infusionsoft) for about the last decade as our CRM and main follow up hub for all lead, customer and employee communications. We absolutely love that Keap offers an array of 3rd party integrations, handles all of our tracking needs via tags, talks to our membership website with Memberium integration, and allows for completely customizable campaign buildouts for all of our lead strategies and follow up needs that ultimately help build our business. Can't say enough great things about this platform.
- Database.
- Communications.
- Tracking.
- Reporting, duplicate check for other phone fields...
- None, just excited to see what other integrations come out to make Keap even better!
March 24, 2021
Keap is great for the sole proprietor
I use Keap for my email and online marketing both in my work as a songwriting consultant and recording studio owner as well as to support my consulting business. It helps me stay in touch with current and potential clients.
- The campaigns are very well thought out.
- Keap allows me to stay in touch with my clients via my blog.
- Keap allows me to drip marketing messages to support my various products.
- The campaign landing pages aren’t quite as user-friendly as they could be.
- The graphics are a bit rudimentary.
- Sometimes campaigns are unnecessarily complex.
December 14, 2020
Definitely worth a look
We started off with Infusionsoft and now that it's Keap not a ton has changed. It's still a high quality and high volume product that allows us to track constituent and account information across the board in an easy to understand way. We use this to make everyday decisions as it relates to our current and future customers.
- Customer management.
- Building reports.
- Tracking communication touchpoints.
- Not as robust as other CRMs out there.
- Not as popular in terms of looking up how to do things.
- Less customization than other options.
December 11, 2020
Steep learning curve that may be worth it for you
We use Infusionsoft for our email marketing, as well as automating some advertising campaigns and order fulfillment processes. It is used by our administrative staff and marketing department.
- Automation
- Email marketing
- Huge learning curve
- Nothing is intuitive
December 05, 2020
Good If You Use It
I have many clients that use it, so I've seen it used any number of ways.
The most valuable function it provides is the thorough segmentation (through tags) and communication (through campaigns & broadcasts) with prospects and clients. Their campaign manager function is the backbone of their app and can be built out to run countless numbers of automations, all around user behavior that you define.
One client uses it to send out emails throughout the prospect process, as an augment to support their sales team in their follow up since they get too many leads to handle in a timely manner. That added communication builds a lot of trust with prospects and supports the sales team significantly.
The most valuable function it provides is the thorough segmentation (through tags) and communication (through campaigns & broadcasts) with prospects and clients. Their campaign manager function is the backbone of their app and can be built out to run countless numbers of automations, all around user behavior that you define.
One client uses it to send out emails throughout the prospect process, as an augment to support their sales team in their follow up since they get too many leads to handle in a timely manner. That added communication builds a lot of trust with prospects and supports the sales team significantly.
- Campaign Builder: This is very robust and they were one of the first (if not the first) app that gave a visual builder with triggers and decision points to direct contacts through based on their activity.
- Tags: This is the key to effective segmentation and filtering of contacts and Infusionsoft's tag categories and application approach is superb.
- Email Builder: They updated this in the past couple years and it was a massive improvement over their legacy email editor. It works great and is a breeze to use.
- Shopping Cart: It's not responsive in design and is super basic. I don't understand why they haven't updated it when selling products is such a key value of the system.
- Landing Pages: These are horrible and you'd be better off using Unbounce for them.
- Custom Fields: They limit you to 100 custom fields across the entire app and any decent marketer will use them up very quickly. This is a limitation of their legacy code base and I don't see them fixing this anytime soon.
- Email Throttling: Their throttling of emails has grown to a ridiculous level. If recipients flag an email as spam, they stop the campaign. I've had numerous clients unable to send broadcasts to paying customers because of this.
December 04, 2020
A robust yet easy to implement solution for any size organization!
We are using Keap across the whole organization to manage campaigns, workflows, and customer interactions. It also integrates with our VOIP service provider connecting call recordings to our customer database, and syncs with our ESP, connecting email correspondence to each individual contact as well.
- A wide array of integrations.
- Customer management.
- Campaign management.
- Tracking opportunities.
- Tracking sales stages.
- The layout of the CRM - users with basic customer account access should have a cleaner easier to follow view vs administrators with robust access.
- I would recommend tying more explainer tasks to campaign options to create better clarity over the purpose of each option to help new administrators - maybe a toggle of guided or not guided campaign creation.
December 04, 2020
Infusionsoft a one stop shop
We are currently using Infusionsoft to track sales leads as they move through the sales process as well as current clients. Infusionsoft has helped us house everything in one place that we rely on every day to bring on new clients as well as support existing clients. We use it for sales and support as our main hub of information.
- Infusionsoft is a one stop show for managing your clients from a prospective client through being able to support them along the way as they become your client.
- Infusionsoft automates recurring monthly payments from clients.
- Infusionsoft alows you to keep in contact with prospective and current clients through the ability to automate emails.
- Having everything in one place is good but it is also too cumbersome. Some things such as searching for clients could be simplified.
- Support is helpful but there needs to be more help for clients wanting to use the API functionality. Support agents are not very helpful when it comes to API setup.
- Support is helpful but could be more knowledgeable about the system. Sometimes feels like you know more about it than support.
December 04, 2020
A solid CRM and marketing tool
As a marketing agency, we use it alongside our clients for customer relationship management and marketing automation. We are the primary users as their marketing department. It is also used by the sales and business development teams.
It addresses problems with customer data collection and management, email blasts, website forms, lead tracking, sales pipeline management, automated marketing campaigns, and landing pages.
- 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.
- The form builder is quite lacking. For small businesses that don't want to have to code, but still have brand-lookingweb forms, you have to do it with HTML. The JavaScript forms are very ugly with limited customization. You can't even remove the field labels, so there's a label outside AND inside the fields.
- Lead source tracking is spotty. While a lot of softwares can't do it very well, it's the same here. The Javascript tracking code doesn't seem to pick up website activity very well and doesn't always capture a lead source, which is critical for assessing traffic channels and campaigns. It often requires third party plugins.
- The eCommerce area is good for many businesses, but it's too limited for some of our clients with offline businesses, such as a pool manufacturer. Its difficult to create an eCommerce experience that reflects the real options that they need to offer.
We use this software primarily for email marketing automation, but there are also other integrations connected such as SamCart for the purpose of tracking sales and returns of the products our client sells. The software is used across the organization but it is a small business with 4 people using it currently. The software solves the problem of automating email sequences as well as delivery of digital products.
- Integrated Statistics/Analytics Dashboard
- Visual Dashboard
- Permissions for Other Users
- Clunky visual automations
- Not as intuitive to use as other automation software
- Steep learning curve due to lack of being intuitive
December 02, 2020
Excellent Tool For Recurring Billing
Our marketing department uses Infusionsoft by Keap primarily. We use it as an email tool for our customer engagement as well as a tool that handles our recurring billing process.
- Billing
- Email Funnels
- Support team
- Pricing Keeps Increasing
- Merchant Connections
December 01, 2020
Basics are strong but needs some work!
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.
December 01, 2020
Highly effective SMG growth engine.
Score 9 out of 10
Vetted Review
Verified User
- Infusionsoft is highly effective for small business growth because it automates many of the processes that would have to be manually repeated with traditional software.
- Infusionsoft will assist you in following up with your leads and customers via a string of automated emails. Email deliverability is excellent compared to other providers.
- You can segment your database in a highly effective manner so that prospects, leads and customers only receive the information that they are looking for.
- If you have companies that are interested in selling your products/services for a commission, Infusionsfot provides a highly organized process for accomplishing this. Your affiliates will be able to track their leads, sales, and the amount of traffic they are sending to your website.
- They provide a simplistic method of creating a shopping cart on your site so you can begin to offer online products/services.
- Lead management is handled efficiently via online reminders, the ability to score leads, the ability for management to monitor and track the lead through the pipeline (i.e. from when it first comes in to when the sale is consummated or there is no sale).
- You have the ability to perform most basic accounting functions within your Infusionsoft account, and the rest can be linked to your account through one of their add-on services.
- The email builder is an absolute disaster and no signs of improvement are on the horizon. Be prepared for numerous bugs if you use it. Although it's a pain I would recommend working with one of their partners who focus solely on email templates. The cost will be worth forgoing the pain you experience in trying to deal with the problems that arise.
December 01, 2020
Infusionsoft is Hard to beat!
InfusionSoft is being used to track our contacts and potential customers. We enter their information into our system and then begin the trickle marketing. It helps to track all marketing pieces that a prospect receives and how we can proceed from there. We also track all conversations and notes of communication in the process while working with the prospect.
- Trickle marketing, where we can send emails out to our prospects and through their actions, they can be added into other campaigns which we can follow up with them.
- Tracks our notes and communication with each prospect.
- It tracks the charges that are associated with the prospect or client profile. So we can see how much they have paid for a specific program they are associated with.
- Subscriptions for ongoing monthly payments.
- Moving our clients who have bought a program from us into a searchable field and program that would help us find these individuals easier.
- We use Infusionsoft for the prospecting side of the business and then once the sale is completed they are pushed over to Salesforce. Salesforce allows us to have more campaign and marketing follow through. If there was a way to make it simpler to use only one of these software it would be easier as well as less expensive.
- Sending an email from Infusionsoft is nice, but I have to add my signature every time. It would be nice if it was able to be saved in the system as an option to add.
December 01, 2020
Infusionsoft Review
With Infusionsoft, I'm now able to tag and track every single lead that inquires about my services from the initial touch point all the way up to becoming a paying client. It's taken the stress out of managing new leads and follow-ups and has given me the freedom to focus on my clients. Not only that, but I've also been able to create campaigns that target patients after they're done working with me in addition to easily sending out broadcast emails weekly, which allows me to easily stay in touch with all the people that I've worked with. This helps me to stay top of mind so that when something does pop-up, or a friend of theirs has a need, I'm the first person they think of. In short. Infusionsoft has been invaluable for the growth of my business and I'd highly recommend it to any small business who is serious about growing.
- InfusionSoft will warn you about an increase in bad email addresses, allowing you enough time to clean it up before it affects your business badly.
- Another great aspect is the help provided by agents via the Chat facility, you can chat live with an InfusionSoft assistant to help you with any problems you might have. I find it extremely helpful in times when I am unsure of what to do.
- I also love the community. Going to ICON (the conference that infusionsoft puts on) was one of the best experiences I have had. It was amazing to see thousands of small business owners making things happen and helping each other.
- Infusionsoft has a lot of things that are cookie cutter easy, but I think of it more like a cookie cutter maker than some software that does one or two things well and leaves businesses lacking in functionality or customization.
- . 2) The platform is about 5 years behind the times. Powerful but the look, usability, and feel are dated.
- Its integration is less ubiquitous than that of SalesForce, but is growing constantly.
December 01, 2020
Amazing Automation, Open API
We use Keap (Infusionsoft) across our entire business. It's used to manage our customers, their orders, notes on the customers, automate marketing campaigns to the customers, including e-mail, text message, direct mail, telemarketing, webinars, live event confirmation, manage their subscription programs and more. We also process all of our online and offline orders using our website integrated with Infusionsoft's API.
- Marketing automation. I have not found another software or service that can compare in the complete automation of a marketing campaign. There is nothing I can't do by either utilizing Infusionsoft's built in marketing, or using the API connections to integrate with 3rd parties.
- Infusionsoft's API gives access to nearly every table in Infusionsoft's database that I would ever need to edit, giving me the ability to integrate with nearly any other system.
- E-mail. Although they have an excellent, easy-to-use e-mail builder, inbox deliverability is suspect. Although my messages always arrive, they often arrive in the spam folder if I'm mailing to a large number of people on my list at once. Automated e-mails that are part of a campaign generally make it to the inbox, because they're being sent to only a handful of people who have reached that step of the campaign on that day. But we are forced to use a 3rd party e-mail provider, whose sole service is to send e-mail, to send our large e-mail blasts. Luckily, Infusionsoft's campaign builder makes it easy to integrate with any 3rd party service provider, so we're still able to automate large blasts.
- Size. Infusionsoft is built for small businesses. They're not shy about admitting they focus on small business, sometimes ignoring the needs of medium to large businesses. I find that we may be starting to outgrow Infusionsoft in some areas, which scares me, because I don't think I'll be able to find a comparable solution to meet our needs.
- API Throttling. This goes back to Infusionsoft focusing on small businesses. Infusionsoft has throttling on their API limiting any one business to a bank of 10,000 API calls, which recovers at a rate of 2 API calls per second. This forces developers to program efficiently to minimize API calls, which sometimes requires inefficient coding to pull out as much data as one can in one call instead of making several smaller calls for significantly less data. For example, I may need a list of Contacts and their addresses that purchased a certain product yesterday. *Normally*, I would make a call to the table that stores items ordered and gather the Order Id's that match the product on that date. This may return say 10 orders. That's one API call. Then, I'd go to the order table and make a call for each Order ID to get the Contact Id's. That's 10 more API calls. Then I'd go to the Contacts table and make a call for each Contact ID to get the name and address. That's another 10 API calls, for a total of 21 calls giving me just the minimal data I need. In Infusionsoft world, we need to think differently. *Instead*, I'd make the same initial call to the order items table. Then I'd make a single call to the order table to pull all of the orders that came in on that date, which may be 500+ orders. So only one additional call to the API instead of 10, but I'm receiving much more data than I need. Then I compare that data on my end to the data I already pulled to get my 10 order IDs. I do a single call to the Contact table for all the contacts that were created yesterday, which may be 800+, and maybe 6 of my 10 contact ID's will have been created on that date (because it was their first order), but then I still have to make 4 additional calls for the repeat customers that weren't created on the same date as their order date. So I've brought my API calls down from 21 calls to 6 calls, but I'm now working with 800+ contact records, 500+ order records, and 10 order item records, instead of 10 of each. Some developers have resorted to backing up all the tables they can daily, to a cached database to stay under the API limits, which cannot be increased, even if you're willing to pay more. And then, even with conservative API calling, some business needs will outgrow the limits.
December 01, 2020
We recommend it to our friends but get ready to pull some hair because of some of its quirks.
Score 7 out of 10
Vetted Review
Verified User
We use Infusionsoft for our marketing with our patients and prospects. Some of the campaigns we run are for offers, newsletters, NPS, plan holder information, and other non-medical communication. Infusionsoft is only being used in the marketing department.
- Infusionsoft as a company is always trying to improve the software. They do want to give the best tools to SMEs to help them grow their businesses.
- Once you have a grasp of how the software functions you are able to do a lot with it.
- There is a pretty clean layout and navigation is easy.
- Sometimes there is tinkering done which takes more away than it adds. The best example is the current email builder which has been stripped to bare bones removing much of the customization previously available.
- It seems to me that they don't actually put things into the hands of end users before rolling them out. There is so much workspace stolen by unused tool bars or in the case of the new email builder, no scrolling tool bar at all so if you are writing longer text you need to keep popping back to the top to modify text.
- It drives me crazy that if you move forward, by clicking a contact from a list, or changing to reporting mode in CB, when you go back everything resets to the entry point rather than the point on the page you were previously. I know this is difficult to explain but imagine in CB that you are looking a big campaign, where you need to drag the page over from R to L so you can see the right-hand part of the page. Once you click reporting, you zip back to the left side. Change from today to 30 day and same thing again. It is so frustrating...just stay at the point at the page you are looking at!!!
December 01, 2020
Delighted with Infusionsoft
Score 10 out of 10
Vetted Review
Verified User
the main advantage for us is to segment nd lead score our leads. segmenting them allows us to speak with different people differently. We all know that having a relevant conversation is better.
- It allows you to segment prospects and deliver them different messages.
- It allows us to communicate with first time users differently from existing clients.
- It allows us to identify referral sources and communicate with them.
- It allows us to communicate with "lost users" and draw them back.
- Overall we can run more effective marketing by matching messages to people's behaviors and interests.
- Reporting can use improvement. It's good but not great.
- Shopping cart is good but not great.
- Can't configure sales rep's "opportunity" funnel screens to our business
- It doesn't do quoting or generating estimates very well...ok but not a strong point.
November 07, 2020
Infusionsoft not being Transparent
We use the platform for Bookings online and over the phone. Email marketing and tracking sale leads.
- Pipeline for inbound sale.
- Emails.
- Sale on and off line.
- Email marketing.
- Offer Gateways for payment at the best price for the user.
March 04, 2020
You'll Keep Going with 'Keap'
- I use Keap (formerly Infusionsoft) daily in my Plaza Real Estate business to send Automated emails, 1-off emails as well as follow up phone calls to make and task reminders.
- It also reminds us to send greeting cards, letters, and much more.
- This is an indispensable product.
- When collecting buyer details at an Open House Inspection, for example, we have a Campaign where everyone is followed up by email, text, and voicemail all done automatically.
- There are great add-on products that take care of these for us.
- It works when we sleep not just like Santa Claus, but ALL year-round.
- All client and contact details are kept in one place with scope for as much or as little detail as you need.
- The Phone and Chat Support Team is reliable.
- The automation provides huge time-savings daily as many tasks would not get done if we relied on a manual system.
- It takes some time to learn but worth the effort.
- Spouse name only has one field and does not allow for different surnames.
February 26, 2020
User-friendly & effective CRM
Sales, marketing & executive leadership, use Keap (formerly Infusionsoft). It helps keep most things automated. It helps to organize & manage prospects & Sales cycles. I also love the workflows & drip campaigns that we're able to implement. Reasonably easy to set up, & even easier to adjust/update as needed. It saves my team a significant amount of time.
- Ties everything together nicely.
- Keeps all prospect & client info I’m a single platform.
- Tracks and reports not only sales but related commissions as well.
- Target lists.
- Activity planning & tracking
- Lead scoring
- Customer support could be better
- Limitations on data size (files) that can be sent; unfortunately, a user typically does not know that they’ve exceeded the max # of characters until the document is completed.
October 03, 2019
Robust Enough For Whatever You Throw At It
Infusionsoft is being used by my company as the defacto marketing automation platform. We are an integrated agency that uses it for all email campaigns. Since our campaigns are primarily time sensitive, we have a lot of Infusionsoft sequences and over a million contacts held within the platform that we push through campaigns at different times. It addresses (quite well) the need for audience segmentation and activation.
- Audience Segmentation- Easy to do and to drop into campaigns.
- Tagging contacts- Probably one of the easier ways of doing it compared to other marketing automation platforms.
- 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.
August 09, 2019
Great for small businesses!
We are using Infusionsoft strictly for Marketing. Our other departments are using other technology, which makes it a little more difficult to use. It helps us to solve many problems, though, at an affordable price. With it we can create web forms, do email marketing, implement automation, set up a sales pipeline, and segment our leads into usable lists.
- 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.
- Reporting. This probably has been the biggest area of frustration. You can create some good reports based on custom-saved searches and reports, but I have often found their reports to not be very useful.
- Their web forms are easy to use and useful but they need an updated look. They look like they belong in the early 2000s era.
- Like almost all software, there is a learning curve to getting used to their system.
Infusionsoft was utilized along with Mailchimp for TDG's email marketing efforts during my tenure with the organization. Infusionsoft was specifically used to create automated campaigns for nurture, renewal, and newsletters.
- Great plug-ins / tie-ins for the Platform
- Extremely easy-to-use UX for template and automation creation
- Great direct and 3rd party support resources available due to the popularity of the platform
- Pricier compared to other platforms
- Can be complex to handle as campaigns become more developed
- Limited by the modular email template builder
February 01, 2019
Infusionsoft works, but not well enough.
We used Infusionsoft to import initial leads from our website. This enabled us to route that lead to the sales manager for the area while keeping a birds-eye view on all leads. We used Infusionsoft company-wide. This solved the problem of not getting lead notifications and having stages for the leads since we moved from a much older manual system. This also enabled us to email leads right from with our pre-made templates which sped up the sales and vetting process.
- Notifications - The notifications were brief (we made them this way) and gave you exactly what you needed to get started without filtering through unnecessary information.
- Stages - Easy to see lead stages made it possible to jump right in on a lead from a few days (or weeks) ago and put them in the next appropriate stages.
- Contact History - It was easy to see the contact history with the lead all in one place. This also let us see the engagement of the lead.
- Clunky Interface - When we used Infusionsoft there was too much clicking around. For example: If you wanted to update the stage of a lead, and add notes you needed to click into and out of multiple screens.
- UI - The user interface was not user-friendly. It wasn't bad (it seemed like an early 2000's style design) but it did not include dynamic features that made it easy to navigate and use.
January 20, 2019
Infusionsoft Trained and Taught The Important Things
Infusionsoft was being used to handle the marketing and communications efforts for admissions. It was used to reinforce messaging across the campus level, as well as to potential customers. The issue it was designed to address was one of maintaining consistent and clear communication, as well as to reach out - also consistently - to people who would be interested in our program. It is only used by those in marketing; however, there have been additional users who had been introduced to it for special projects.
- User interface. It is clear, concise, and easy to understand. It is made for a visual learner - especially one who has no history with programs like this.
- Tracking. It's important to be able to follow a path when it comes to a customer. Some programs make it nigh impossible to track customers beyond the initial stage; infusionsoft allows for a lot more tracking than this, meaning better lead data.
- Support. The people are easy to work with, they try to understand what you are going through, and how to explain difficult concepts in a clear and concise manner.
- Fees to begin. This was a while ago, but we were charged a rather large fee just to begin. It wasn't worth it because at the time we weren't entirely sure what direction we wanted to go in.
- Automated campaigns can be complicated if you don't know what you're doing. Support can be helpful, but you will have a few moments where you feel completely lost. The builder is great, it's the process that's the drawback.
- Reporting. For a program with a great ability to track, the reporting leaves something to be desired.