Great for SMB GROWTH oriented businesses. Not for the status-quo.
July 09, 2021

Great for SMB GROWTH oriented businesses. Not for the status-quo.

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review

Software Version

Infusionsoft by Keap

Overall Satisfaction with Keap (formerly Infusionsoft)

We use Keap (formerly Infusionsoft) for managing our customers & prospects. From sales funnels to billing/invoicing customers, we do it all here except tracking of expenses (not offered). A number of things are automated, such as customer scheduling, follow-up, nurturing of prospects, opportunity tracking, lead scoring, etc. so it acts like an employee that never calls in sick or is late. This is a very robust system with lots of options and things that can be done. It is specifically for small businesses, not Large or Enterprise businesses. It does have a steep learning curve, as with any system used to this level.
  • CRM Functionality
  • Email Follow-up
  • Invoicing
  • Sales & Marketing Automation
  • E-Commerce
  • Opportunity Tracking
  • Ease of Use (their other offerings are easier, but less Features)
  • It's the hub of our business
  • It is very reliable - minimal downtime
  • Can be expensive for some businesses
  • Steep learning curve for some
Automation is the game-changer here, none of the other products I've used has capabilities anywhere close at the price point in which Keap (formerly Infusionsoft) serves for us. Zoho can be very powerful if you chain their multiple products together, but it becomes a handful to make everything work. Salesforce is better suited for larger businesses and offers little to no automation at the SMB level. Mailchimp is good for businesses starting out to email newsletters and such but their automation is difficult and cumbersome.
Keap (formerly Infusionsoft) is well-suited for growth-oriented SMB's in the service space. It isn't geared toward retail businesses but can work in some cases for sure. It is also not recommended for SMB's without a sales/marketing budget as the true cost of implementation and use can climb as you start adding additional things to it (ie: scheduling, SMS, etc.)

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
Standard reports
Custom reports
Role-based workflow & approvals