Low overhead medical practice
July 01, 2021

Low overhead medical practice

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Infusionsoft by Keap

Overall Satisfaction with Keap (formerly Infusionsoft)

It is used for my clinic’s automation of lead funnel, nurture sequences. lead magnets, clinic processes such as test ordering, appointment reminders, prompting at trigger events, and gathering patient feedback. We integrate through Zapier to our scheduler, forms, course platform, etc.
  • Automates everything I used to have to do manually- information to clients as soon as they indicate their interest. This frees me up to concentrate on actually seeing patients. Works whether I am at work or not. So far have avoided the need for an administrative assistant (although it is growing to the point where I will need one)
  • Standardizes our message across all groups but also allows for bespoke sequences for different groups and contexts.
  • Automates our testing sequence- this was so time-consuming and now it happens every time and sends the information the patient needs with only one tag applied.
  • The Scheduler on our version is simply not good enough for us to use it. I need plenty of functionality for our complex appointment structure. Acuity allows multiple partners, multiple appointment structures and bundling, text reminders, and email reminders so would take a lot to change.
  • The app has failed on a number of occasions- simple tagging occurs but if the tag actions automation, this often fails. This is really poor as I assume an action has occurred but sometimes it doesn’t.
  • I have tried to use the dashboard to track patients through our process but it isn’t as easy as it should be. Using contact lists I have managed to do some of this. If I could link automation together visually that would allow checkpoints to be easily tracked.
  • It allows me to nurture every lead without any work on my part. My inquiry and discovery calls are gradually increasing without additional marketing.
  • It has removed all the admin tasks - I simply wouldn’t have time to give service to as many clients if it weren’t for this. It was a lot of work up front and we had plenty of training weekly but it was worth it.
Can’t answer this one. Jumped into Infusionsoft/Keap and haven’t changed
I have found reminders are no longer necessary now I am using a scheduler that does this. I haven’t used the money or invoicing as the integration with payment methods was not available in NZ. Keap seemed to favour US/UK/Aus and ignore the NZ functionality.

Keap Feature Ratings

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