Infusionsoft review
August 29, 2017

Infusionsoft review

Anne-Sophie Whitehead | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Standard

Overall Satisfaction with Keap (formerly Infusionsoft)

We use Infusionsoft as our CRM, sales funnel and email marketing tool across the organization. It streamlines our lists, allows us a better control of the customer/prospect experience and tracking.
  • Campaign set up.
  • IFTT (if this then that) scenarios to guide the customer through their journey.
  • Response automation.
  • Navigation between the features isn't as simple as it could be - takes some getting used to it.
  • Setup and onboarding is easier than salesforce (and cheaper) but still not easy. Once set up it's great.
  • Too early to tell but the time saving of having one location to update contacts is obvious.
The system is not completely easy to master and set up but very powerful once mastered.
Infusionsoft is well suited whenever someone would be looking for an elaborate CRM like Salesforce with the need to automate tasks. It is overkill for a simple contact tracking software.

Keap Feature Ratings

WYSIWYG email editor
9
Dynamic content
5
Landing pages
4
Mobile optimization
6
Email deliverability reporting
9
List management
9
Triggered drip sequences
9
Lead nurturing automation
7
Lead scoring and grading
4
Data quality management
3
Automated sales alerts and tasks
8
Dashboards
4
Standard reports
6
Custom reports
6
Customizability
7

Using Keap

ProsCons
Like to use
Easy to use
Well integrated
Requires technical support
Slow to learn
Lots to learn