Keap Reviews

4.1 (1,198) Write a Review!

About Keap

The smarter way for small businesses to do great work Keap organizes your client information & daily work in one place, freeing you up

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Pros:

The customer service was easy to access and willing to go the extra mile to help out.

Cons:

It essentially has no (easy) pipeline management. Cancellation and rude customer service experience.

Keap ratings

Average score

Ease of Use
3.5
Customer Service
4.0
Features
4.1
Value for Money
3.8

Likelihood to recommend

7.4/10

Keap has an overall rating of 4.1 out 5 stars based on 1,198 user reviews on Capterra.

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Filter reviews (1,198)

Mindy
Mindy
Owner in US
Verified LinkedIn User
Graphic Design, Self Employed
Used the Software for: 6-12 months
Reviewer Source

Great for an all-in-one service

5.0 2 years ago

Comments: I had some great help with getting everything set up and I find the email automation system quite easy to use and understand, which is great as it has gotten me to do a lot more with automation. I have the email lists integrated onto my website optin forms and it's quite simple to see who takes action on the emails that are sent in the automation sequence.

Pros:

I love that I can segment my clients into different groups to email them directly from Keap, and also do the same with prospective clients and past clients. Having everything in one place makes my life so much easier and streamlined and has encouraged me to do even more than I was before in regards to client communication.

Cons:

I had some issues at first with the Keap phone number, but they did get it fixed, although it took quite a while. The one thing that I am missing right now with them is recurring invoicing because I would have to be the one to enter the client's credit card information in order to do that here, so I am still using another product for that.

Denise
Denise
Marketing Specialist in US
Verified LinkedIn User
Marketing & Advertising, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source

Keap, a robust and user-friendly program

4.0 7 months ago

Comments: It provides us with the flexibility to perform a wide range of segmentation operations to meet our specific requirements; for example, when developing a marketing campaign, we can divide our target audience into subsets based on factors such as their level of product familiarity, the frequency with which they make purchases, and their potential lifetime value as customers. It also includes a customer relationship management system that lets us delegate work and monitor both individual and collective productivity.

Pros:

With the support of Keap, I am able to automate my clients' operations. Through the use of numerous opt-in methods, I am able to collect leads, develop and release goods, and set up automated distribution schedules for both products and campaign emails. In order to streamline the referral procedure, you can use the referral partner function.

Cons:

If a contact does not seem to be actively engaged, Keap will mark it as opted out. To fully take advantage of the program's features, I believe it requires a significant time commitment to study each module and tool.

Keap Response

6 months ago

Hi Denise, Thank you so much for taking the time to leave a review. I'm so glad to hear tha Keap is an effective solution in your business for lead management, SEO, and more.

Katrin
CEO and Founder in Estonia
Computer Software, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Ease of Use and Automation Make Keap a Must-Have for Small Businesses

5.0 2 months ago

Comments: Overall, Keap is an excellent CRM platform for small businesses. It is incredibly user-friendly and automates mundane tasks, making it easy to manage customer relationships. The lack of customization options and advanced analytics tools can be a downside for some, but for most small businesses, Keap is an excellent platform that is well worth the price.

Pros:

Keap is an incredibly intuitive and user-friendly CRM platform for small businesses. The user interface is simple and straightforward, making it easy to navigate and find exactly what you're looking for. Automation is a great feature that saves time and effort, allowing you to set up automated tasks and campaigns to take care of the more mundane tasks. Overall, Keap is an excellent CRM platform for small businesses.

Cons:

While Keap is great for small businesses, the lack of customization options can be a downside. There are limited options when it comes to customizing the look and feel of your CRM. Additionally, there are no advanced analytics or reporting tools, meaning you won't be able to get detailed insights into your data.

Christine
owner in US
Mental Health Care, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Too much for my small business

3.0 last month New

Comments: I used Keap for about 2 years and then decided to look for a less challenging system that could meet my needs. I found something that did. The new option actually cut my costs move than 50%.Keap may be a great tool but for a solopreneur, it was like going to a 4 star Michelin restaurant when all I needed was a quick snack of fries.

Pros:

When I signed up for Keap, I was told that this would cover all my needs. It was a one stop shop to help with managing my clients, sending emails, and growing my business.

Cons:

The software was very confusing from the outset. I'm not sure that the people involved in my onboarding understood my needs clearly. I never really used most of the features because I got frustrated learning how to use it.

Keap Response

last month

Hello Christine, We're sorry to hear that Keap wasn't a good fit for your business. We are working on simplifying our customer experience via product updates,coaching, and more access to free training via our Keap Academy. We wish you and your business the best in your future endeavors.

Joseph
Joseph
Project Manager in US
Verified LinkedIn User
Information Technology & Services, 5,001–10,000 Employees
Used the Software for: 1+ year
Reviewer Source

"Very complete program I highly recommend."

4.0 2 months ago New

Comments: I have mastered it to the point of obsession and thoroughly enjoy it. It has helped me organize and maintain thousands of data while allowing me to create and send out countless unique marketing campaigns. It's been a long process, and it might be challenging to keep everyone who has to be involved in it well-trained. However, it serves its purpose as a sophisticated customer relationship management system.

Pros:

Keap is a great tool for innovative marketing and commercial strategies due to its many compatible connectors. Keap not only meets but also makes it simple to integrate beyond our immediate needs, including lead management, email campaigns, VOIP, and Gmail.

Cons:

There isn't anything I don't like, however it would save time if you could import numerous emails into a campaign instead of having to write each email from scratch. Also, a simplified contact view would be helpful for basic users who only need access to contact records. Lower-level Keap users get access to a very beautiful basic view, but individuals who need the full suite of features offered by the Keap/Infusionsoft integration will not be able to use it.

Keap Response

last month

Hello Joseph! We appreciate the review. We love hearing about how people use Keap to better their businesses. We are working to further simplify the contact view for Max Classic, be sure to keep an eye out for it in the coming months!

Carlos Eduardo
Carlos Eduardo
Digital Marketing Specialist in US
Verified LinkedIn User
Hospital & Health Care, 10,000+ Employees
Used the Software for: 6-12 months
Reviewer Source

Keap revolutionized the CRM market

5.0 2 months ago

Comments: Keap helps us to solve problems of any kind in our company, giving us the ability to be 24/7 with our customers, this being one of the great benefits that Keap gives us. We have been able to capture customers through Keap saving a lot of time since they are filtered by departments. Keap takes the form of collecting many types of inquiries on our website allowing self booking and self payment.

Pros:

Keap has been one of the first in the market to innovate the CRM product. It has allowed us to have a single source of leads worthy of giving any company competition, having all the notes in order, active follow-up, information gathering and time saving through simple automation using Keap. The ability to create marketing campaigns is impressive, the sales funnel grows bigger and bigger and the rewards keep coming. Keap has adapted to our business quickly and concisely. This platform has given us the tool to automate sales processes, customer acquisition marketing, sales pipelines and mainly internal and external lead capture. Keap is recommended to use for front-end marketing, although it has certain flaws with the back-end in general it is recommended to use it.

Cons:

Keap lacks flexibility in the appointment feature, the way it is set up for availability needs to be improved so that the customer can set it up from any remote computer. The text messaging service is not yet active in some regions and the Business Line needs to be enabled for the majority of users who have contracted the service.

Keap Response

3 weeks ago

Hello Carlos, Thank you for taking the time to leave a review! We're glad to hear that Keap has been able to make a difference in your business. We are working on extending our phone line out to further territories. We will also leave feedback on your behalf regarding Appointment settings.

Géovanny
Géovanny
graphic designer in Cameroon
Verified LinkedIn User
Graphic Design, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Keap the all-in-one software to manage your business

4.0 last month New

Pros:

As a Keap user, I was impressed with the ease of use of the software. Contact management is simple and intuitive, and you can easily track the history of interactions with each customer. Billing is also easy to manage with pre-designed templates and online payment options.Keap also offers marketing automation features to help you save time by sending automated emails and personalized follow-up messages based on your customers' behavior. Scheduling appointments is also easy with online scheduling options for you and your clients.

Cons:

It is important to note that Keap's paid plans can be expensive, especially if you need advanced features such as marketing automation. Also, some features may be limited depending on the plan you choose.Overall, I highly recommend Keap for entrepreneurs and small businesses looking for an all-in-one software to manage their business. With comprehensive features and an easy-to-use interface, Keap is a great choice for effectively managing your business.

Keap Response

3 weeks ago

Hello Géovanny, We appreciate you taking the time to leave us a review! Glad to hear that Keap has been an asset to you and your business.

Yousef
Yousef
Managor in Egypt
Verified LinkedIn User
Financial Services, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Keap the review

4.0 2 months ago

Pros:

The advantages of this program is that it is easy to use and also provides many services such as scheduling appointments

Cons:

The disadvantages of this program is that it sometimes makes mistakes in e-mail shopping, and we hope that you will develop from that

Keap Response

2 months ago

Hello Yousef, We appreciate that you've taken the time to leave a review. We're glad to hear that our software was easy to use and that you enjoyed the services we provide. We're unsure what you mean by email shopping, but if you'd like to go into more detail, feel free to drop a message here. https://keap.com/tellus Thank you!

Louisa
Head of Marketing & Communication in France
Events Services, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Disappointing

3.0 2 months ago

Comments: Keap, previously InfusionSoft when we subscribed, didn't live up to our expectations as a small business and although it is more affordable, we switched for a more expensive, better provider.

Pros:

I don't have many good things to say. It's all-in-one I guess. When we did get a hold of customer support they really tried helping even though we couldn't reach a level satisfying for us. And we did get reimbursed for the last few months after the issues started.

Cons:

We had spam catching issues, integrating forms into our wordpress website was a pain and required coding everytime we made a change, the workflows were unnecessarily complicated and getting a hold of a human took weeks because we couldn't find a way to reach customer support from our (paying) account.Productivity was on a downfall using this tool.

Keap Response

2 months ago

We're sorry to hear that Keap wasn't a good fit for you. If you'd like to send an email to [email protected] we'd love to look into your experience further. Regardless, we wish you the best in your future business endeavors!

Adrián
Adrián
Web Developer in Spain
Verified LinkedIn User
Marketing & Advertising, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Powerful, but complex and not always pretty

4.0 2 months ago New

Pros:

It makes the job done and works very good as a lead manager and marketing tool.

Cons:

The landing pages and form given by default are quite ugly

Keap Response

last month

Hello Adrián! We appreciate the review. We're glad to hear that our software is assisting you in lead management and marketing! I will leave feedback on your behalf regarding the default Forms and Landing Pages. We are always looking to improve!

Bob
Supervisor in US
Retail, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

I love Infusionsoft

4.0 4 years ago

Comments: I have enjoyed using Infusionsoft for 4 years. It is a great value for what you get. Onboarding is costly but monthly fees are reasonable. Support is mostly provided by 3rd parties.

Pros:

Easy to use. I can create Campaigns and email marketing Does a great job of segmenting customers

Cons:

Search options are limited Onboarding costs are high

Keap Response

4 years ago

Bob, Thank you so much for the high marks and your valuable feedback! So glad to hear the power of the product is beneficial to you and your business! All the best, Paige, Social Media Specialist at Keap

Jeff M
Jeff M
CEO in US
Verified LinkedIn User
Internet, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

All in one business solution.

5.0 5 months ago

Comments: Its been good. The have helped me create over twenty one thriving businesses. I am still creating more.

Pros:

The automation of all of the different Services needed to run a small business. CRM, phone, text in the app or desktop, email, scheduling, quotes, invoices, estorefront, Payment Gateway, Keap is all you need to run a local business.

Cons:

The didn't have any pre configured solution for specific industry like contractors, handyman or brick and mortar stores, Doctors or Dentist, etc.

Mohan Lal
Mohan Lal
Freelancer Marketing Consultant in India
Verified LinkedIn User
Marketing & Advertising, Self Employed
Used the Software for: 2+ years
Reviewer Source

Best marketing automation software for small businesses

5.0 last year

Comments: Keap is a beast in itself in which you can do things effectively provided that you use it effectively, and know your way around it. We used Keap for managing our Contacts, sending promotional emails, marketing automation, and e-comm. Keap became much easier to use as we got to know the right ways of doing things starting from tag naming conventions, right ways of using Goals, Campaign links etc. And, now it is one of my favorite software when it comes to Marketing Automation.

Pros:

I like various things about Keap including: 1. Being able to use tags. This helps in organizing contacts in the proper way (when used effectively, you can easily see things from Macro to Micro levels in your list) 2. Marketing automation capabilities of Keap are best. This includes things like billing automation for e-commerce as well. 3. Being able to use third-party tools like Deadline Funnel, PlusThis helps in making things more personalized and improving conversions for promotional campaigns. 4. Dynamic Content, this helps in making automation campaigns better & simpler

Cons:

Nothing apart from, it is a bit on the expensive end.

Keap Response

last year

Thank you for taking the time to leave us a review. We love your valuable feedback and are thrilled that Keap has been able to help you grow your small business.

Tammy
Marketing Director in US
Fine Art, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Large learning curve for Keap

4.0 11 months ago

Comments: Once you learn all the features you see how powerful and helpful this software can be.

Pros:

The pipeline feature and the ease of moving customers through the pipeline for various actions to occur.

Cons:

Without an outside company guiding us there was a large learning curve to learn all of the features.

Keap Response

10 months ago

Hi Tammy, Thank you so much for taking the time to leave a review. We're happy to hear that Keap's features have assisted with your customer journey. I will share your feedback about the learning curve with our software with the right teams here so we can work to create a simpler experience for our customers. I encourage you to check out our educational resources on our website and lean on our team when you have any specific questions.

Wendell
Founder in US
Marketing & Advertising, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

The CRM that Keaps giving

5.0 8 months ago

Comments: Keap is a great CRM that has helped me take my follow up with clients and prospects to another level. As a serial CRM user this is by far the most robust CRM I have used that wasn't 2x the price of Keap.

Pros:

I love how easy it has been to get this system up and running. Email marketing, scheduling appointment and keeping up with my prospects and clients has been seamless.My favorite feature is the phone number that was included with my plan.

Cons:

The invoicing has been rough, some glitches with entering payment information. The appointments feature could use some more flexibility but is overall good.

Keap Response

8 months ago

Hi Wendell, Thank you so much for taking the time to leave a review! I'm so glad to hear that Keap is an affordable and easy to use solution for your business. I will share your feedback about our appointments and invoicing features with the right teams here so we can create a better experience for our customers.

Mark
Vice President in US
Primary/Secondary Education
Used the Software for: Not provided
Reviewer Source
Source: SoftwareAdvice

Don't Just Walk Away, RUN! Unethical, Missed all Deadlines, Forced...

3.0 8 years ago

Pros:

The platform seemed to have robust functionality but Infusionsoft's third party providers missed every deadline, failed to provide training, all required programming, and implementation services. Unfortunately it took seven months for us to figure out we'd been taken for a ride. We just made the decision to use our own internal IT staff to create the programming necessary to connect our new website to Infusionsoft (Our website was intentionally designed and built along side our signing with Infusionsoft CRM to insure all technologies aligned). In short, this has been an incredibly slow, frustrating, and expensive lesson.

Cons:

The Infusionsoft sales person and sales tech flat out lied about the cost required to set-up/program our CRM system. We provided 100% of our specs in writing, reviewed them between a prospective web developer, my internal IT director, and Infusionsoft. After spending 10-hours over a period of two months reviewing specs, building campaigns, etc etc we signed an agreement on the basis that they could do everything we discussed. Only after you sign an agreement do they tell you they do not train or provide programming themselves. Rather, customers are forced to repeat all the same specifications (4-hours including 4 highly paid vendors & staff = 16-man hours) again with a third party provider. Infuriating! The first third party provider (Success Engine) provided a statement of work on March 2. The end date was April 2. The statement of work communicated they were to complete a total of 10-hours of programming work. Long story short, they slow rolled the build out, missing deadline after deadline, and in June (yea June - to do 10-hours of programming?) provided us with a new quote (bait & switch) stating there was an additional 15-25 hours of programming work required to complete the build out per our specifications. Keep in mind those are the same specifications that we provided and reviewed with them in painstaking detail in February. Infuriating! After receiving the new quote in June we felt we had no choice but to push ahead because we were so far behind schedule and had invested so much time and money into the project. We gave them a deadline of July 1 and they quickly turned down the work because they said they wouldn't be able to meet the deadline. Infuriating! It ultimately took Success Engine until the middle of July to complete the original 10-hours of set-up/programming. Infuriating! So back to June when Success Engine turned down the work; we were forced to ask Infusionsoft to provide us with a new third party provider which of course required us to go over our specifications for a third time (4-hours including 4 highly paid vendors & staff = 16-man hours). The first contact with the new third party provider ThinkAutomateGrow (TrickApatheticGrievance). was mid-June. Once again we communicated our specifications to our assigned programmer and the next day that programmer had a death in the family and was gone. She passed us to another programmer. The new guy was around for about three weeks, didn't do much, then was fired by ThinkAutomateGrow. The first programmer reappeared for about two week but then reported that her son broke his arm. She didn't reply to emails or calls for the next 10-days. When she did reply she said she went on her honeymoon and the auto responder on her email must not have worked correctly. She introduced us via email and teleconference to the owner who spoke to us twice briefly by phone, and replied to a total of three emails. That brings us to last Friday, August 14, 2015. That was the absolute deadline for ThinkAutomateGrow to add us to his production calendar. He failed to respond. It is now Aug 19. The decision was made to use our own internal IT staff to create the programming necessary to connect our new website to Infusionsoft. I WOULD NEVER, EVER, EVER, DO BUSINESS WITH THESE UNETHICAL SO-CALLED BUSINESS PEOPLE.

Verified Reviewer
Verified LinkedIn User
Real Estate, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Infusionsoft is Broken

2.0 4 years ago

Comments: As a customer of 7+ years who used to be 100% on-board, even going as far as to fly to Phoenix to attend Infusioncon, I would not recommend Infusionsoft anymore. Pains me to say this. Too many bugs, too many excuses for things not working, not worth the hassle anymore.

Pros:

I liked what this product was many years ago. Not so much in recent times.

Cons:

Infusionsoft is broken for a few reasons. The first is that all out emails to Yahoo and Telus are bouncing. This is a problem that Infusionsoft has and knows about and has been working on for well over a month. As a result, expect days where some of your emails to Yahoo to go through, and days where none go through at all. For Canadians, that means all Rogers emails will bounce. The second issues is the lack of knowledge from Infusionsoft's customer service. Expect the person on the other end to have a very small amount of knowledge, and expect that they will go away and ask someone for an answer. If you speak to someone else 5 mins later then expect a completely different answer. Expect bugs. Lots of bugs. For example, sometimes contact field merging just doesn't work at all. Their workaround solution was to not mention the customers name in the email. "Hello John" should be replaced with "Hello". Another problem is merchant integration. Infusionsoft (now known as Keap) have slowly but surely been removing 3rd party merchants from working with Infusionsoft. If you use Keap payments which is their own merchanting, then you should be alright. If you use another merchant service then expect things to fail for you. As an example we used Beanstream as our payment gateway until one day we got a message saying that Infusionsoft hasn't been working correctly with Beanstream for a few weeks. I guess having their own merchant inhouse means they can have full control.

Keap Response

4 years ago

Thank you for sharing your feedback. We are sorry that you've been impacted by the industry-wide challenges with email deliverability for Yahoo & AOL. Our team has worked diligently and quickly to improve deliverability by partnering with the Verizon Media group to obtain better insight and solutions in order to improve these rates and provide the best email deliverability possible for our customers. Our efforts are paying off and we are now seeing delivery rates up to 93% and should be entirely resolved in the near future. Regarding the merge issue earlier this year, it has been fixed, and we apologize for the inconvenience. Our QA team has made improvements to reduce the number of known issues for our customers. We would like to be able to provide you with additional assistance and welcome you to please reach out to [email protected] to connect you with a senior customer service support representative. We are here and your success matters to us. Regards, Sarah, Keap Advocacy Mgr

Rachel
Rachel
Marketing Consultant/ Founder in US
Verified LinkedIn User
Used the Software for: 2+ years
Reviewer Source

I used to be a huge supporter but the company has gone downhill! Problems are becoming to much!

3.0 5 years ago

Comments: Not really going to give you what some of the big CRMs offer, so don't expect that, but it does let you do the emails in HTML format for broadcast emails and track open rates, it also lets you do anything you build the campaign for with the right add-ons from other companies. You will definitely need plus this if you want to send text messages. Also be aware that the email marketing is severely limited because of the spam filters being set so high even when someone signs up for contact online.

Pros:

I really like the way campaigns operate and that you can install forms directly into the website. It is something where you get what you pay for and it shows. While they offer a way to get things done it is not always the easiest or smartest way. There are usually ways to work around issues but not direct solutions.

Cons:

What I have found is that there are real problems with integrations and each update seems to cause added glitches. The whole identifying that we have permission to respond to someone who contacts us online is a giant pain. I know that they don't want to assist spammers but they are making it harder for us to respond. Often we have to go in and send out a confirmation email to someone in order to put them into an appointment reminder campaign. Which is absolutely ridiculous. If they have an appointment we are not spamming them. The other issues are the integrations that they blame the party trying to integrate with and they offer ZERO assistance on their end. They make you go find developers instead of having people on staff who could charge per integration. It is annoying and makes integrating much harder than it should be! Also even using Zapier we have had issues with integrating, It causes multiples of contacts to be sent and then it causes the problems with making it work correctly to the point we just disconnected!

Mark
Management in
Primary/Secondary Education, 51–200 Employees
Used the Software for: 1-5 months
Reviewer Source
Source: SoftwareAdvice

Horrible Customer Service Sold A $4,600.00 Plan and Kept Stopping Email Send Outs

1.0 6 years ago

Comments: Terrible company. A customer service run-a-round.

Pros:

Absolutely None, this field is requiring 100 characters minimum. Infusionsoft does not have any pros

Cons:

Our company has requests from industry professionals that have directly requested to receive specific information from our company. Our single newsletter kept getting stopped from send out by Infusionsoft because they claimed supposed Spam rates in excess of 0.1%. According to Jacob Hoiby if 2,000 people on a list request information and 1 person of the initial send out of 1,000 e-mails clicks on the Spam button rather than Delete or Unsubscribe then too bad for the other 1,000 people who requested the information, they won't get it because Infusionsoft won't send out the remainder of the email list. Sadly, according to Infusionsoft's logic those other 1,000 potential recipient's desires don't matter. Sadly too our world is plagued by some lazy people who find it easier to just click the Spam button. Despite the unreasonability of some less than caring people, we expected Infusionsoft to reasonably send out our email newsletters which was the purpose of the product and service we purchased. Instead, they chose to view only the 0.1% Spam rate and disregard the opens rate of our lists ranging from 12% to 20% within 24 hours. The most significant problem was the extensive amount of time our company spent during the past 2 weeks trying to work with multiples of their less than knowledgeable customer service members. Today alone was in excess of 10 hours of time. Save your company money and time DO NOT bother trying to work with Infusionsoft. They will hold to their claim that the industry requires a less than 0.1% spam rate. They will disregard your concerns. They will try to tell you that you need a "healthy" email list. This is not rocket science people. It's a list of first names, last names and email addresses from people whom provided that information which is compiled in a data file uploaded to their system. How much "healthier" can we possibly get? Unfortunately, the world is "unhealthy" because there are a few lazy bad apples that somehow find it easier to click Spam then unsubscribe or delete when they no longer have an interest. Unfortunately, the world is plagued with "unhealthy" companies like Infusionsoft that sell a service, but refuse to deliver the service they sold claiming that they have to keep at high standards. Their service does not produce any better marketing delivery either. Numerous newsletters landed in peoples Promotions and Spam folders. Infusionsoft does not have a better delivery mode to In-Boxes as they claim. I hope sharing our experience can help save another company the extreme headaches, cost and sheer waste of time we have endured during the past 2 weeks attempting to deal with Infusionsoft.

Matt
Matt
Founder in US
Verified LinkedIn User
Health, Wellness & Fitness, Self Employed
Used the Software for: 1-5 months
Reviewer Source

Diverge Performance Therapy Review

5.0 4 years ago

Comments: The biggest problems Infusionsoft has solved for me has been easily tracking and managing all new leads coming into my business, as well as giving me an easy way to stay in touch with and market to everyone on my email list. It's also allowed me to build out nurture systems to automatically send out emails and communications to new leads who haven't quite made the decision to book with me. The best part is all of this is working for me 24/7 behind the scenes without any work on my part now, so it allows me to focus my time on growing my business and working with my clients.

Pros:

Infusionsoft has been invaluable for the growth of my business. As a one man show currently running a cash based physical therapy practice, the biggest struggle I had prior to Infusionsoft was organizing and tracking all of my new leads, and implementing an easily trackable and repeated follow-up system. With Infusionsoft, I'm now able to tag and track every single lead that inquires about my services from the initial touch point all the way up to becoming a paying client. It's taken the stress out of managing new leads and follow-ups and has given me the freedom to focus on my clients. Not only that, but I've also been able to create campaigns that target patients after they're done working with me in addition to easily sending out broadcast emails weekly, which allows me to easily stay in touch with all the people that I've worked with. This helps me to stay top of mind so that when something does pop-up, or a friend of theirs has a need, I'm the first person they think of. In short. Infusionsoft has been invaluable for the growth of my business and I'd highly recommend it to any small business who is serious about growing.

Cons:

The only con to speak of would be the learning curve. Luckily, I had some professional training to start my Infusionsoft experience, otherwise learning the ins and outs of the system would have been a little overwhelming. That said, it's completely worth investing the time to learn because once you've learned the system, it makes the day to day operations of running your business SO much easier.

Keap Response

4 years ago

Hi Matt, Wow, thank you so much for taking the time to write us a detailed review on Capterra! We appreciate your input and the high marks! Cheers, Sarah, Advocacy Manager at Infusionsoft

Erica D.
Erica D.
Director Of Administration in US
Verified LinkedIn User
E-Learning, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Great if you need no web integration or visualized reports, terrible otherwise

2.0 5 years ago

Comments: We got InfusionSoft primarily to be able to send automated email campaigns based off of actions people were taking on our web app. We were led to believe that they had the RESTful API infrastructure for this, and so we went for it. Also, we were told we'd have to have the ecommerce product to meet our goals, and in our onboarding we learned that we actually did not. Coming up on 10 months later, it is the worst business decision we ever made. Their REST API is not fully functional, and when presented with issues, their Dev team suggests that you switch to using their old API [with which our integration is not compatible, and which they are working to sunset anyway]. Worse, they require manual reauthentication of the API token on a regular basis AND the support for their API is outsourced and is unresponsive and unhelpful. When a reauthentication error took place that essentially mooted our entire integration two months ago, they took weeks to get back with us. Now, since we've moved to their new interface, there is no way to opt-in our users so we can send them emails [the only people we put in the CRM are people who registered accounts on our site]. This has rendered InfusionSoft 100% useless, and all our integration work is trash.

Pros:

The campaign builder is easy to learn and easy to use, as well as the email builder. It will get all your basics taken care of there, and being able to preview an desktop AND mobile was a huge pro.

Cons:

It is very difficult to navigate to what you need, even with adequate training. Nothing is intuitive, and all of the reports are just lists of contacts filtered for something. Most importantly, this tool is not adequate if you're wanting to integrate at all. Even they say that you may need to hire an InfusionSoft partner to manage your tool for you to use it to the best of its capability. I would argue that if you need to hire a specialist to use your SaaS for you, your SaaS is not a good tool.

Keap Response

5 years ago

Hi Erica, I am truly sorry to hear that you have had such a frustrating experience. I have looked into your case history and it sounds like, unfortunately, your recent API ticket just did not get to the appropriate team quickly enough. API support is not outsourced, but it sounds like you initially worked with our contracted support team and there was a delay in getting your ticket with our advanced team. We apologize for the experience, and have reached out to resolve the issue, as well as refunded you for this period. Again, this is not the experience we want for our customers and we understand your frustration completely. Regards, Sarah, Advocacy Manager

Karen
Owner, Chief Marketer in
Marketing & Advertising, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Infusionsoft helps me capture and convert leads by combining the best of CRM and marketing automation functionality.

5.0 5 years ago

Comments: The ecosystem of Infusionsoft is almost as important as the software itself. You can create a software stack with a number of different add-ons which can accomplish most anything. There are programs that help with scheduling (Appointment Core), membership sites (Memberium), integration with Facebook audiences (Sync2CRM), text messaging (Plus This) and countless others. Infusionsoft has an API with which it is easy to integrate and many platforms within the community have done just that.

Pros:

Infusionsoft simply has the best "all-in-one CRM" for the price. The marketing automation section of Infusionsoft includes a visual campaign builder for automated emails which I consider one of the best in the industry. The ability to create beautiful, mobile-responsive landing pages simply adds to the value of the automation. Pairing this automation with a CRM with robust capability for sales follow-up is what creates the value. The e-commerce and tracking reports are just a bonus.

Cons:

Infusionsoft includes basic Lead Generation reports but true ROI reports require add-ons, such as Wicked Reports or Graphly. Such reports are critical for understanding from where your leads are generated and how to refine your marketing. Despite this being a downside, I would add that a software stack of Infusionsoft and Wicked Reports is often less expensive and more effective than other CRM alternatives. Additionally, Infusionsoft is planning to release advanced analytics baked into the platform shortly, or so I have heard.

John
Owner/Operator in US
Marketing & Advertising, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Customer Service or Sales CRMs

5.0 6 years ago

Comments: Looking at most CRMs the database aspect is pretty much the same from one to another. What I have found is that most are slightly better setup for sales than for customer service. Without diminishing the importance of sales (we all need them, all the time) we are a customer service-based company and follow many qualitative data points of customer satisfaction and comments. We use them to keep track of current service levels and to anticipate the needs of our clients. InfusionSoft has been very good at helping us identify these data and prepare them for analysis. SalesForce is not as friendly to helping us find and use them. I take nothing away from SalesForce and a robust sales program for medium and large operations, however small to medium businesses that are driven by customer service more than sales will find that InfusionSoft is more tho their liking. As for the value, both are reasonable in terms of ROI, but InfusionSoft is less costly and has a much softer, more relaxed sales team. After sale, InfusionSoft is outstanding in helping capture complex, less obvious data about our clients. InfusionSoft represents the concierge service level that so many businesses are trying to develop and maintain with their customer base.

Pros:

The people of InfusionSoft know how to help customize their software to whatever you want to follow, no matter how unconventional it is. They work hard at through free of cost assistance to leverage their program to the clients benefit. They have a large and deep community of users that help enrich the users' experience.

Cons:

Its integration is less ubiquitous than that of SalesForce, but is growing constantly.

Gerri Ravyn
Gerri Ravyn
Author in US
Verified LinkedIn User
Health, Wellness & Fitness, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Don't do it!

1.0 4 years ago

Comments: Our experience has been very challenging. Thanks to InfusionSoft, we are now able to send automatic messages to our customers when they purchase a product. Unfortunately, our customers also have received receipts for past purchases that looked like possible identity theft, and have had their cards automatically charged multiple times for the same product based on a setting checked (or not checked) in a campaign or the system by IFS staff. We have also had multiple consultants not respond to our email questions, and were charged by IFS when they said they would remove a charge. The right hand does not know what the left hand is doing. I would definitely not choose this product for our organization if I could go back and do it again.

Pros:

The promises made by the salesperson, the kickstart consultant, the data transfer team and the customer service specialists that this software would help us immensely. We do like the ability to automate responses to emails and follow up with clients.

Cons:

The constant and enormous mistakes made by InfusionSoft staff, including a data transfer error that generated over a thousand receipts for past purchases made with our organization (which made our customers believe they had been hacked), and a situation when they charged a customer's card over and over automatically, so that customer was charged $21,000 over Thanksgiving weekend. We have had to purchase many add on pieces of software to make the IFS software work and of course, we were unaware of all the extra costs we would incur making this work. We have also been frustrated by the lack of response of some Infusionsoft staff to both email and phone messages. This has happened to our Office Manager, our Board President, our Training Director, and myself.

Jennifer
Jennifer
Marketing and Business Development Consultant in US
Verified LinkedIn User
Used the Software for: 2+ years
Reviewer Source

Excellent and Continuing Landing Pages, Drag & Drop Email Builder & E-Commerce Additions & Updates

5.0 5 years ago

Pros:

Infusionsoft has been working to improve their existing features, like the functionality and customization capability of their Responsive Drag & Drop email builder and the improvements in building more complex products and upsells in their E-commerce platform, they are quickly beginning to eliminate the need for many of the 3rd party integrations and plug-ins, and truly becoming an all-in-one solution for marketing, CRM, e-commerce and more for your business.

Cons:

Even with Infusionsoft's many improvements of the last 6-12 months, often there are still barriers to the software's functionality and communication to other programs and plug-ins (integrations) that require yet another purchase or subscription to use. Some of these 3rd party applications offer free integrations, but they are often unreliable or simply non-existent. As an Infusionsoft user who handles multiple accounts for my clients, it is frustrating to have to go to clients again and again with news that they need to spend more money (when Infusionsoft is plenty pricey already) in order to achieve the results they were hoping. Infusionsoft has long been touted as the all-in-one solution, but at this point, and in order to achieve true, full functionality, this is not yet the case.