Overall Satisfaction with Keap (formerly Infusionsoft)
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.
- It has allowed us to track our marketing and made it simple to trickle marketing and campaign to the list.
- It is easy to find people you are looking for. Either first name, last name or anything that is contained.
- It doesn't seem to do everything we need and therefore we have to use a different software to complete the sides it doesn't match well with.
- ACT
I personally prefer ACT over InfusionSoft, but I worked with ACT much longer and feel like it allows us to do many more customization details on the list than Infusionsoft does. However Infusionsoft has the email campaigns and ACT does not. So that gives the advantage to Infusionsoft. I feel like they both work great, but they both have flaws.
Keap Feature Ratings
Keap Resources and Customization
Keap Support
Using Keap
Pros | Cons |
---|---|
Like to use Technical support not required Well integrated Feel confident using Familiar | Unnecessarily complex Difficult to use Slow to learn Cumbersome |
- Searching the name and contact
- Entering notes
- Review the account details
- Sending emails
- Editing contact information
Yes, but I don't use it