Powerful CRM and automation product with steep learning curve
March 30, 2021

Powerful CRM and automation product with steep learning curve

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

Software Version

Infusionsoft by Keap

Overall Satisfaction with Keap (formerly Infusionsoft)

I'm a the sole employee at my health education organization. I use Keap (formerly Infusionsoft) primarily for email broadcasts and maintaining my email list gathered on my webpage, podcast and at speaking/teaching engagements.

The campaign builder was the main driver for the purchase. That is used minimally. I am no where near using the full functionality of the program.

I recently completed an amazing weeklong training on Keap automation that provided information I need to do more with the program.
  • Maintain contact information.
  • Automation sequences.
  • Customer interaction tracking.
  • Helping with the learning curve.
  • Adjustments so emails are not marked as spam.
  • Improve the look of the product checkout pages.
  • I have not yet seen a ROI because I am not using the application to near its full benefit.
  • The contact management is more robust than other services I have used in the past.
  • I have not recouped time as there is a significant learning curve. The few sequences I have setup were very time consuming due to my lack of knowledge.
Keap (formerly Infusionsoft) is a powerful application. What can be done with automation can greatly aid companies/organizations that want to increase connection with potential and current customers in a consistent and thorough manner. My main challenge is the learning curve. Individuals with experience with automation and sequencing can hit the ground running with this application.

Keap Feature Ratings

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