Good If You Use It
Updated December 05, 2020
Good If You Use It
Score 8 out of 10
Vetted Review
Verified User
Software Version
Premier
Overall Satisfaction with Keap (formerly Infusionsoft)
I have many clients that use it, so I've seen it used any number of ways.
The most valuable function it provides is the thorough segmentation (through tags) and communication (through campaigns & broadcasts) with prospects and clients. Their campaign manager function is the backbone of their app and can be built out to run countless numbers of automations, all around user behavior that you define.
One client uses it to send out emails throughout the prospect process, as an augment to support their sales team in their follow up since they get too many leads to handle in a timely manner. That added communication builds a lot of trust with prospects and supports the sales team significantly.
The most valuable function it provides is the thorough segmentation (through tags) and communication (through campaigns & broadcasts) with prospects and clients. Their campaign manager function is the backbone of their app and can be built out to run countless numbers of automations, all around user behavior that you define.
One client uses it to send out emails throughout the prospect process, as an augment to support their sales team in their follow up since they get too many leads to handle in a timely manner. That added communication builds a lot of trust with prospects and supports the sales team significantly.
- Campaign Builder: This is very robust and they were one of the first (if not the first) app that gave a visual builder with triggers and decision points to direct contacts through based on their activity.
- Tags: This is the key to effective segmentation and filtering of contacts and Infusionsoft's tag categories and application approach is superb.
- Email Builder: They updated this in the past couple years and it was a massive improvement over their legacy email editor. It works great and is a breeze to use.
- Shopping Cart: It's not responsive in design and is super basic. I don't understand why they haven't updated it when selling products is such a key value of the system.
- Landing Pages: These are horrible and you'd be better off using Unbounce for them.
- Custom Fields: They limit you to 100 custom fields across the entire app and any decent marketer will use them up very quickly. This is a limitation of their legacy code base and I don't see them fixing this anytime soon.
- Email Throttling: Their throttling of emails has grown to a ridiculous level. If recipients flag an email as spam, they stop the campaign. I've had numerous clients unable to send broadcasts to paying customers because of this.
- When used properly, it has been the backbone of many of my client's businesses. The ROI is completely worthwhile if you actually use the platform.
Infusionsoft is much better than Ontraport, even though they play in the same space. The search and segmenting tools are far superior.
For clients that don't need shopping cart functionality, I recommend Drip since it can do the same marketing automation as Infusionsoft, for far less cost.
For clients with sales teams, I recommend ActiveCampaign since it handles the sales process better.
SharpSpring is a worthwhile contender, especially for B2B sales teams. The only thing it can't handle as well as Infusionsoft is membership sites.
For clients that don't need shopping cart functionality, I recommend Drip since it can do the same marketing automation as Infusionsoft, for far less cost.
For clients with sales teams, I recommend ActiveCampaign since it handles the sales process better.
SharpSpring is a worthwhile contender, especially for B2B sales teams. The only thing it can't handle as well as Infusionsoft is membership sites.