Save Time and NEVER Let Customers & Leads Slip Through the Cracks
July 09, 2021

Save Time and NEVER Let Customers & Leads Slip Through the Cracks

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Infusionsoft by Keap

Overall Satisfaction with Keap (formerly Infusionsoft)

Keap (formerly Infusionsoft) is currently being used as an email & SMS campaign management tool (with Zapier) and a payment processor for subscription-based payments and for one-time purchases of merchandise. Keap (formerly Infusionsoft) helps us achieve a lot of our automation in our business. From following up with new leads automatically in a campaign to billing our members each month, Keap (formerly Infusionsoft) takes a lot of responsibilities off of the hands of myself and my employees. Best of all, I know it will get done at a higher percentage and accuracy than when done by a human. When combined with the powers of Zapier, the possibilities are endless. Right now, we are able to count how many sessions members use by corresponding their membership fees to scheduled events in our scheduling software, members are able to modify their packages themselves when pairing Keap (formerly Infusionsoft) and Memberium, and we're able to output tons of data that help make things like payroll and keeping track of members and leads a breeze.
  • Drip campaigns
  • Monthly subscriptions/memberships
  • Business Automation (linked with Zapier)
  • Wish the app functioned as well as the stand alone website. I use my phone a lot with Keap (formerly Infusionsoft) and wish access was easier by using an app but the app does not perform enough functions.
  • Would like the broadcast function to be able to easily send one broadcast to all contacts or certain contacts without having to retag them when I want to send one to all.
  • Would like a function where you could stop the campaigns from sending any emails or "pausing" on certain days. For example, not sending a follow up email or review request on Christmas day. Right now, there's no way to pause, you can only stop it entirely which is not ideal.
  • Has absolutely helped save time on my business. Used to have to manually cancel or change members' plans but now with the help of Zapier and Memberium as well, clients can change on their own.
  • The follow-up campaigns have definitely helped set up consultations that would have been lost before. Keap (formerly Infusionsoft) is great at never letting potential customers fall through the cracks and capturing every possible lead to maximize results.
  • Reports also help me project our expected revenue and make sure we are on pace with our goals which help with budgeting and goal setting.
All of these apps really work in conjunction with Keap (formerly Infusionsoft), not necessarily a competitor. The only app I would say would compete (partially) would be Mailchimp since it sends broadcast emails. I used Mailchimp briefly several years ago and do remember it being a little easier to send a broadcast email, however, the other features of Keap (formerly Infusionsoft) make it worthwhile. Otherwise, I use Zapier to connect dozens of apps, only some listed above to send texts, keep track of schedules, etc. automatically.
Zapier, Calendly, SetMore, WordPress, TextMagic, Google Workspace (formerly G Suite), Sendible, Zoho Forms, HelloSign, Airtable
I think if you are using Keap (formerly Infusionsoft) for a membership-based business where all of the payments are set up on the backend and not in a web store by customers, it's a very strong option. I probably would not advise it if you were selling products on your website as you have to do a lot of work on the backend with software like WooCommerce. Keap (formerly Infusionsoft) is very well suited for follow-up campaigns and generally giving the appearance that the business touches base with customers constantly. Customers are always remarking to me that I must never sleep because I'm always following up immediately and making sure things are going well with their membership when really these are perfectly timed campaigns and follow-up sequences that are personalized to the customer.

Keap Feature Ratings

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