Delighted with Infusionsoft
Updated December 01, 2020

Delighted with Infusionsoft

Craig Jacobson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with Keap (formerly Infusionsoft)

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.
  • 400% increase in our business.
AWeber- better 360 degree customer view with keap, better segmentation
Salesforce- keap is much better at email and sms communiation

Keap Feature Ratings

Task management
Billing and invoicing management

Using Keap (formerly Infusionsoft)

4 - Sales, Marketing, Fulfillment and Accounting.
0.2 - List management.
  • It allows me to deliver multiple customer-specific messages AND multiple prospect specific messages.
  • It allows us to understand our entire prospect-to-customer marketing through sales processes.
  • We like having one system.

Do you think Keap delivers good value for the price?


Are you happy with Keap's feature set?


Did Keap live up to sales and marketing promises?


Did implementation of Keap go as expected?


Would you buy Keap again?


Evaluating Keap and Competitors

Act, plus Constant Contact.

Keap Implementation

Be organized. Plan it.
Name things carefully.

Keap Training

  • Online training
  • In-person training
  • Self-taught
Absolutely Fabulous.
If you know marketing automation concepts, it's easy. Many people don't know marekting automation concepts and flounder.

Keap Support

No - Don't need it.
Their tech support it excellent.

Using Keap

What is does, it does well.
overall keap is best for small simple businesses.

Keap Reliability

It can be a bit slow sometimes.

Integrating Keap

  • Website.
  • Appointment setting.
  • Phone/conferencing.
  • Membership site.

Relationship with Keap (formerly Infusionsoft)