Give Infusionsoft a try - it's worth it!
April 03, 2021

Give Infusionsoft a try - it's worth it!

Konstantin von Brocke | TrustRadius Reviewer
Score 8 out of 10
Vetted Review

Software Version

Infusionsoft by Keap

Overall Satisfaction with Keap (formerly Infusionsoft)

I use Keap products for my own consulting business as well as for clients and it is typically used across the entire organization. It is suitable for both solopreneurs as well as growing businesses. The largest account I manage has over 50 users and 100,000 contacts. As such it is a tremendous asset and helps to organize and manage contacts, move them through our pipelines, and automate many marketing & sales processes.
  • Infusionsoft Interface
  • Campaign Builder
  • Training and Tutorials, Documentation
  • Customer Support
  • Working with a very large account, some functions sometimes have long loading times. This is not an issue for other normal accounts.
  • Campaign Builder: This tool is quite easy to use and allowed me to optimize the marketing outreach for clients and myself. You can do easy or very complex campaigns in Infusionsoft.
  • Internal automation: With notes, tasks, opportunities, etc., it is very easy to automate many internal processes that reduce workload, and save time and money.
I tried HubSpot, and it has many great features. For example, the CRM is free and allows quite a few things initially for those that just get started. However, for more advanced setups, Infusionsoft felt easier and more straight forward. Infusionsoft also seems to be more flexible and comes with a much more powerful campaign builder, which was really important for me.
Infusionsoft is a great CRM for any ambitious and growing startup or company. I can recommend it for solopreneurs like coaches and consultants as well as data-driven companies of up to 50 employees. As it's really for smaller companies, I feel 50 employees are close to the point where it becomes more difficult to handle. However, Infusionsoft is definitely a great CRM with very powerful functionalities for campaign management, sales & marketing automation, and e-commerce.

In my opinion, it has a great price/quality ratio, that is, you get great value for your bucks.

Keap Feature Ratings

Landing pages
9
Mobile optimization
7
Email deliverability reporting
8
List management
10
Lead nurturing automation
10
Lead scoring and grading
10
Data quality management
9
Automated sales alerts and tasks
9
Calendaring
7
Standard reports
7
Custom reports
7
API
9
Role-based workflow & approvals
Not Rated
Customizability
8