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 182)Companies can't remove reviews or game the system. Here's why
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 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
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
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.
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
January 11, 2019
Infusionsoft: A Powerful CRM
Infusionsoft is currently being used across all employees and allows us to sort and filter through our members and develop email campaigns for specific individuals.
- Allows for incredible organization of members, vendors, and other individuals involved with the company
- Can easily create professional and appealing email and marketing campaigns
- Allows for proper storage of information regarding specific individuals, their documents, and communications with them
- Infusionsoft can be confusing at first glance and it takes time to become accustomed to all of its capabilities
- There is a limited number of custom fields you can add to an individual's profile on Infusionsoft which can lead to difficulty in recording some information
- The creation of email campaigns can be challenging if they become too complex, however, there are helpful tutorial videos within the site
January 09, 2019
A robust, automated solution for smaller organizations
Infusionsoft was used to help support outreach efforts for a local organization that I was working with. The software application is essentially a CRM type program that provides sales and communications support without a huge price tag found on rival packages. It was used with a small base of volunteers and users and worked very well within that small user base. It was easy to learn, utilize, and support. It helped provide services for outreach communication and funding campaigns.
- The program works very well with a small base of employees without a need for extensive support.
- The program has some feature-rich solutions for mobile platforms as well.
- The interface works well and is easy to utilize, even for novice users.
- Some of the reporting features are not as extensive as other CRM programs but that is to be expected at this price point.
- Contact management functions may not be as powerful as they are in products such as Salesforce.
- In some instances, there were problems with file upload support.
January 09, 2019
Good for small business, bad for start ups.
Infusionsoft was used as the primary marketing automation, email marketing, and CRM system. Marketing and sales would use Infusionsoft daily. We would send emails, create landing pages and forms, and track sales within Infusionsoft. It addresses the issue of tracking and converting prospects into customers. It also addresses the problem of not needing a bunch of systems to accomplish these goals.
- All-in-one. Infusionsoft definitely simplifies some operational aspects by having marketing automation, CRM, and eCommerce in one place. No complex integrations to manage.
- The visual campaign builder is solid and fairly easy to use. Good for new marketing automation users.
- The landing page builder has made huge strides. It's not best-in-class by any stretch, but they have made some great improvements. You can build good LPs within Infusionsoft.
- The automation builder is very limited. While easy to understand and use, the criteria you can automate is lacking compared to other options in the market. Layering on multiple criteria (Ex: visits X page in the last Y days and has Z job title) can require some complicated decisions trees.
- The CRM is very, very rigid. You cannot hide fields or meaningfully adjust the layout. This leads to slow and overly complex user experiences for sales.
- Many competitors lack deliverability and general performance. Infusionsoft was an industry pioneer. I give them a lot of credit. But, that also means a lot of their tech is ancient (google: technical debt). No product can be perfect, but I noticed some alarming glitches.
December 20, 2018
Needs to be at the center of your app stack
We wanted a tool to manage lifecycle automation in conjunction with Pipedrive, including SMS. We liked that contacts could begin in Infusionsoft without an email address, which is virtually unheard of in ESPs these days. And we didn't need an ESP. We have Drip for that. We needed something more robust. Infusionsoft appeared to be that tool.
- Rules-based automation
- CRM
- Advanced email service provider
- Progressive profiling
- No automatic de-duping
- Cannot do SMS without integrations
- Cannot sync with other tools based on a phone number
Our company is a real estate business in Philadelphia where we use Infusionsoft to organize our tasks and have a proper sequence of campaign emails that we send to our clients. It really helps us to create new ideas and be creative to coordinate well and be update for our clients. Infusionsoft has many tools that we need to manage email set-up and notification of projects or task that needed to be done. Making a profile for our clients makes us more updated and gives us proper knowledge to understand on each individual clients. They have an updates that makes our projects easier, such as email campaign and customization tools.
- Infusionsoft do email or campaign sequence which help us notify clients and us for our daily task.
- You can customize tabs or tools that can make your profiling and updates to clients.
- Automatic notification for scheduling, task or activity and projects that reminds you the time frame that needed to be done.
- It lets you be more creative in personalizing your emails or automatic response emails.
- You can see clients response or activity if they were opening the emails or not , if their emails bounce or if it is an unreachable email address.
- The new update for email campaign needed be more specific in terms of linking address.
- Hard to edit email response when the client click the done link from the email.
- If possible the tag that was in the history list could re-tag automatically once it was input.
March 22, 2018
Infusionsoft - worth the bill if you fit the bill
My business is utilizing Infusionsoft as an email platform and campaign builder to connect with customers and follow up with leads. We have integrated our Infusionsoft account with MindBodyOnline, Marketing Efficiency Consultants (a texting app), and Plivo (which supplies a phone number through which to text). Infusionsoft allows for categorization of clients according to detailed specifics, such as who has purchased a particular retail item or class package at our fitness studio. We can also target client groups who have shown interest on Facebook or who have asked for information via our website. Through this honed capacity to tag clients, we are able to follow up with crucial leads automatically. Infusionsoft only allows for a limited number of users; in our case, I manage Infusionsoft for the whole of our company. Our use of Infusionsoft prevents leads from falling through the cracks and also frees up ample time that our fitness instructors and sales staff would otherwise be using in tracking down elusive leads.
- Infusionsoft allows for an unlimited number of customized tags for clients, providing for virtually limitless categorizations through which to channel marketing campaigns.
- Infusionsoft integrates seamlessly with MindBodyOnline through BridgeBuddy and Infusionsoft app. This allows for many tags of my choice to be automatically assigned to our 5,000+ contacts, rather than these tags that had to be manually applied.
- Infusionsoft offers great customer support, with chats being available at any time.
- 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.
After trying and using several different marketing automation systems, we decided to stick with Infusionsoft. We chose Infusionsoft because it was one of the few marketing automation platforms that met the greatest number of our business needs while being reasonable in pricing. It is currently being used by our sales and marketing department, and in the future will be utilized by client services to facilitate order processing/fulfillment.
- Automating email marketing campaigns.
- Making it very easy to prioritize contacts for sales teams based on the contact's activity and responsiveness.
- Provides email marketing, landing page creation and a CRM.
- There is a learning curve that someone new to Infusionsoft must go through, but they do provide good resources and training materials.
- It would be nice to have better integration with social media channels and tracking.
- The complexity of Infusionsoft can be a turn off to team members who are not very technical, but there are ways around that with good implementation and training.
August 29, 2017
Infusionsoft review
Score 7 out of 10
Vetted Review
Verified User
We use Infusionsoft as our CRM, sales funnel and email marketing tool across the organization. It streamlines our lists, allows us a better control of the customer/prospect experience and tracking.
- Campaign set up.
- IFTT (if this then that) scenarios to guide the customer through their journey.
- Response automation.
- Navigation between the features isn't as simple as it could be - takes some getting used to it.
- Setup and onboarding is easier than salesforce (and cheaper) but still not easy. Once set up it's great.
August 21, 2017
Infusionsoft is CRM and MAP?!? If it sounds too good to be true.. it was - but also a costly decision.
Score 1 out of 10
Vetted Review
Verified User
We didn't implement InfusionSoft because it lacked the standard marketing automation features that other MAPs have, specifically dynamic content.
July 25, 2017
Features, Features, Features
Score 8 out of 10
Vetted Review
Verified User
We are currently using Infusionsoft to build out marketing campaigns for our done-for-you video services as well as a do-it-yourself video product. My marketing officer, Danielle, builds out the campaigns and integrates it with Clickfunnels. We are also learning how to utilize the decision diamond and other tactics within the system to drive better engagement and to use Infusionsofe to its fullest potential.
- It's a fully functioning all-in-one CRM.
- It's a system already built for small businesses, and you do not have to hire your own developer to build a custom one out for you
- You can integrate other landing page software with ease.
- Great for surveys and assessments.
- Infusionsoft can be difficult to learn and it's an additional cost to outsource.
- It can get expensive for startups >150K a year.
July 25, 2017
A must have if you are trying to segment your list.
Score 10 out of 10
Vetted Review
Verified User
We mainly use Infusionsoft to provide content for our leads to get them to convert to members in our style program. We also use it to provide our current members with information. We use it to promote events for our brick and mortar as well.
- Great at being able to segment your list.
- Use web forms and lead pages to capture leads.
- Detailed campaigns to put your customer through a journey.
- We have had issues linking it to different software in the past and being able to track revenue from other resources automatically.
Score 8 out of 10
Vetted Review
Verified User
Currently, our sales department is using Infusionsoft. It is very valuable to automate certain parts of campaigns that do not need manual effort. Comprehensive client history, automation, and sales funnel management have been a major plus.
- Good reporting of lead sources (eg. social media; web form; email etc).
- Integrations for things like websites and products like QuickBooks.
- Automation is a major leap forward for a smaller business.
- Teams will need to be trained in detail before the system can be used to its full potential.
- Initial setup and/or migration can potentially require a lot of lead time.
- Online Self-service support will cover basic topics and concepts but online support chat with longer wait times may be required for anything beyond that.
June 19, 2017
Dierks Farms Excels With Infusionsoft
Infusionsoft is used in all aspects of our online business. We are a grass fed beef farm. We sell our product through our online store. We use Infusionsoft as our CRM, ecommerce, online marketing system for our fullfillment lists. We also own an advertising agency where I am a certified partner for Infusionsoft an sell the product to businesses that can benefit from this great technology.
Infusionsoft solved a huge problem that we had with followup. Our online sales have increased tremendously since we implemented Infusionsoft and our followup which was non existent before we implemented Infusionsoft and attended Accelerator. It was definately the best thing we have done!
Dierks Farms was the 2017 Small Business ICON winner. This is how much we have grown since we implemented this system.
Infusionsoft solved a huge problem that we had with followup. Our online sales have increased tremendously since we implemented Infusionsoft and our followup which was non existent before we implemented Infusionsoft and attended Accelerator. It was definately the best thing we have done!
Dierks Farms was the 2017 Small Business ICON winner. This is how much we have grown since we implemented this system.
- Followup, followup, followup. The email follow-up campaigns are invaluable.
- Data base building. The connection to the lead generation sources and the campaigns that followup are great.
- E-commerce system is very dependable and very easy to use.
- Accelerator - This is what really helped our our business take off. This 3 week clinic is AWESOME!!
- Infusionsoft payments. The support on this could be better.
- Templates for emails could use some updating.
- Cart options could be expanded to be able to add more options such as properties for realtors.
June 08, 2017
Great for B2C - not so hot for B2B
Score 7 out of 10
Vetted Review
Verified User
Infusionsoft is being used across most of the organization to facilitate the marketing and sales process, and to manage existing customer relationships. The only team not using Infusionsoft is systems and development, but they are sometimes involved to help with data automation between our SaaS product and Infusionsoft. Nearly all of our email automation and contact management is done through Infusionsoft. All lead management is also done through Infusionsoft.
- Email automation on new contacts. When a new contact fills out a form on one of our websites, a tag is added to the contact to do the appropriate follow-up exchange and to first have them confirm their email so we know it isn't spam.
- We also use Infusionsoft for custom email messaging when accounts are added to our SaaS product offering. This allows the marketing team to edit and customize the messaging without having to go ask the dev team to make updates.
- The visual campaign manager is really easy to use and quickly understand, even when someone else authored the campaign.
- Companies seem to be treated as some offshoot of a contact instead of as a way to organize your contacts. For a B2B product offering, this makes messaging all contacts within a company or get an overall account picture very difficult.
- The forms are not responsive so we end up using 3rd party forms a lot and integrating them into Infusionsoft instead of using Infusionsoft forms.
- Reporting has been difficult because of the previously mentioned treatment of companies as well.
May 22, 2017
Infusionsoft helps me
We use it for lead capture and nurture, closing business, and managing upsells. The automation side of things has made life much simpler, and now I know who all my leads are. All of their information is in one easy to search place, and I can segment them effectively. It makes knowing who needs what from me easy and it helps ensure no one falls between the cracks.
- The software is easy to use and is very effective.
- The help desk/support is excellent, even if they do not know the answer they will find it.
- The value for what you get is excellent it truly is the Cadillac of CRMs.
- They could still do a better job of differentiating themselves from the competition.
- I would like to see less turnover in the people overseeing partners, etc.
- I want to see a clear focus on one or two things to make them great, often seems they are pursuing too many things.