Basics are strong but needs some work!
Updated December 01, 2020

Basics are strong but needs some work!

Sereena Schneider (LION) | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Plus

Overall Satisfaction with Keap (formerly Infusionsoft)

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.

Pros

  • 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).

Cons

  • 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.
  • Better list creation for more targeted emails
  • E-commerce feature allows us to process payments quickly with no work on our part (other than initial set up)
  • It's not easy to use for a more complicated email design
To be honest, if we had the option we would work exclusively with HubSpot. However, HubSpot doesn't have the e-commerce feature. That alone outweighs the headaches from working with Infusionsoft. The drip campaign sequences are a great plus too though, and the tagging feature is something I'd like to see in HubSpot. Infusionsoft is also more budget-friendly.
It's good for a campaign that will take a long period of time; it's easy to set it up and then not have to worry about it. Not so great for a larger-scale operation or bigger company, but it's a good tool for smaller companies that aren't doing a huge amount of email marketing.

Keap Feature Ratings

WYSIWYG email editor
6
Email deliverability reporting
8
List management
10
Triggered drip sequences
10
Lead nurturing automation
4
Calendaring
Not Rated
Dashboards
3
Standard reports
3
Custom reports
2
API
8
Role-based workflow & approvals
5
Customizability
3
Task management
Not Rated
Billing and invoicing management
9
Reporting
4

Keap Resources and Customization

Keap Support

N/A - I personally haven't had to use this feature.

Using Keap

There are some definitely flaws, especially if you'd like a more detailed and/or comprehensive email design. However, it's great for simple and long term email campaigns and the e-commerce platform was a lifesaver. It's not as very easy to learn how to use, so it makes it hard for our whole team to be able to use the tool. But the details in the CRM system are fantastic; you can get creative and in-depth with how you tag contacts.

Comments

  • Paige Clark | TrustRadius Reviewer
    Hi Sereena, We're sorry you're having some issues with our platform. We definitely value your feedback and want to make sure that your concerns are taken care of. We have passed along this situation to your success manager and they will be reaching out. Best, Paige

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