Item: Keap
Rating: 8
Author: Eric Wilmot

Use Cases and Deployment Scope

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.

Pros and Cons

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.

Return on Investment

We are new users but are already seeing a better lead response.

Alternatives Considered

Microsoft Dynamics
InforCRM

Likelihood to Recommend

Lead-generating campaigns involving channels such as email broadcasts are well-handled by the software and the ability to automate much of the process expedites things. As previously stated the reporting is very good for discovering what channels have the best lead-gen and/or ROI so the focus can remain on revenue generating methods.

Out-of-the-box campaigns available in the marketplace are good, but it can be difficult to create customized campaigns for unconventional situations or niche markets.

Infusionsoft: Good system for a small- to mid-sized business

Software Version

Overall Satisfaction with Infusionsoft

Use Cases and Deployment Scope

Pros and Cons

Return on Investment

Alternatives Considered

Likelihood to Recommend

Keap Feature Ratings