We recommend it to our friends but get ready to pull some hair because of some of its quirks.
Updated December 01, 2020

We recommend it to our friends but get ready to pull some hair because of some of its quirks.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Standard

Overall Satisfaction with Keap (formerly Infusionsoft)

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!!!
  • It has made much of our work more manageable.
It's great for automating things but some of the design flaws are tricky to learn.

Keap Feature Ratings

WYSIWYG email editor
3
Dynamic content
7
Landing pages
Not Rated
Mobile optimization
7
Email deliverability reporting
6
List management
9
Triggered drip sequences
9
Lead nurturing automation
Not Rated
Lead scoring and grading
Not Rated
Data quality management
Not Rated
Automated sales alerts and tasks
8
Dashboards
8
Standard reports
Not Rated
Custom reports
10
API
Not Rated
Role-based workflow & approvals
Not Rated
Customizability
Not Rated

Keap Resources and Customization

Keap Support

ProsCons
None
Problems left unsolved
Not kept informed
Escalation required
Difficult to get immediate help
Need to explain problems multiple times
No - I am beyond needing premium support. As a long term users it's a shame they went this route. Support used to be fantastic. Now it is the shell of what it used to be
Yes but it was ages ago. Probably my own error, I removed a batch of contacts. After a fair bit of explaining they got some of the higher ups to restore the contacts so they were not completely lost. Everyone was trying very hard to be helpful but many of the lower rungs of support were clearly in over their heads.