Keap Reviews

Pros

Infusionsoft is a great tool for small businesses that need to kick it up a notch with their marketing automation. It offers an easy to use visual workflow builder and although the learning curve is a bit steep, once users get the principles, the customization is a great trade off.

Cons

Infusionsoft does have its quirks and the learning curve can be steep for those who are not technical or logical. Recommend working with a partner to get past this challenge.

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.

Pros

In my organization, we have been using Keap as our main CRM for tracking our sales pipeline efficiently, but it has also been extremely useful for active engagement and tracking of all our marketing. It is a very versatile tool that allows us a great variety of actions; it allows any activity related to audience segmentation, communication control, and marketing automation, among others, to be done with ease thanks to all the features and functions it integrates. The marketing automation it provides has been one of the strongest points of this tool. It has saved us a lot of time and money.

Cons

There is a learning curve when starting to use the product, which is normal for a tool so rich in CRM and marketing functionalities. In terms of analytics, there is room for improvement. Finally, it could be more flexible to integrate with third-party tools, but that is more limited.

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.

Pros

Keap is an amazing platform for simplifying and effectively managing customers, leads, and prospects. The support team is exceptional to help you scale and grow your processes.

Cons

There haven’t been too many factors or features to dislike about Keap

Pros

For times when I need to take a break from work, it's helpful to have a system in place that automatically follows up with leads. I really like the automated email and text message sending, lead scoring, and reports on who is signing up for webinars.

Cons

Keap is missing crucial functionality and customer support that are essential for any expanding firm. As soon as they left the CRM, all outgoing emails were flagged as spam. The interfaces for their template makers were equally unattractive.

Pros

I liked Campaign Builder the most but it was so difficult to set up, flawed, and lacking features that I had a love/hate relationship with it.

Cons

The limitations of all the features. It seemed that every feature sounded awesome on the surface but when you tried to implement it, there was always something missing or broken that rendered it unusable. Like SMS in campaign sequences or scheduling. Heck, I don't think they even have responsive order forms yet! I had to use ThriveCart.

Pros

it was a bit clunky but not a horrible program to use

Cons

It felt as if easy modifications would have really increased the ease of use, but they were never made.

Pros

It's campaign builder is flexible and can accomplish most marketing and work flow automations a company could think of.

Cons

Max Classic is complicated comparatively and has a high learning curve.

Alternatives Considered

ActiveCampaign and Ontraport

Reasons for Switching to Keap

Campaign builder

Pros

I like its speed and simplicity, allowed me to follow my sales more closely, customer service management

Cons

the beginning of using this software was difficult for me but after perseverance I got through it

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.

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.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Keap

No automation and cost is very different...

Switched From

Salesforce Sales Cloud

Reasons for Switching to Keap

The automation was limited and I get more complete service offering with Keap.

Pros

I use the Infusionsoft product as opposed to the Keap product. I like the flexibility and robustness of the campaign builder.

Cons

It can be challenging to train others on the intricacies of the campaigns.

Alternatives Considered

HubSpot Marketing Hub

Reasons for Choosing Keap

Simplicity and price

Switched From

Salesforce Sales Cloud

Reasons for Switching to Keap

It was more in line with how I liked to work.

Pros

The campaign builder is an unmatched canvas for automating almost any business process imaginable. It doesn't restrict you to a single workflow paradigm, so you have the freedom to design systems to match your business AND organize them how you want. I love the options of using tags, custom fields, notes, and API goals for storing data on the contact record, segmenting contacts, or automating based on that info/event. Plus, all of this feeds a reporting system that can track any aspect of a business's growth and health (with some configuration). The extensive API and HTTP post automation supercharge all of this with custom development or addon tools.

The new responsive email builder is extremely user-friendly, and has a nice assortment of premade templates, as well as letting you build a library of your own custom templates.

Lastly, the Infusionsoft community is deep and extremely knowledgeable. Practically any question you have, you can find an answer to. Infusionsoft's own support is solid and generally satisfactory, but the breadth of experience available from other users is an incredible resource.

Cons

Over the past year, a lot of development resources were directed toward the creation of the new, entry-level Keap product, so Infusionsoft has gotten a bit dusty. Reportedly this has changed now that Keap is launched, and Infusionsoft development is once again getting its fair share of attention. This means, however, that there are a number of modern marketing functions that IS cannot handle natively. Examples are Facebook custom audience syncing, SMS messaging, website event tracking (unlike Drip, for instance, there is no JavaScript API that can be used to trigger automations inside IS as a result of a contact's activity on a webpage). Web forms and order forms are dated. Tracking online orders made through 3rd party shopping carts is complicated and frustrating. Reporting, though *immensely* capable, is hampered by the lack of built-in charts or graphs. Stripe is not natively supported as a payment processor.

At some point, it becomes essential to start using "satellite" helper tools, like PlusThis or MyFusionHelper, to address some of Infusionsoft's shortcomings, manage data more effectively, build graphic reports, or create custom automations. This adds to the baseline cost.

Pros

This system has everything that needs for a business for up and running. Even for a startup business also able to adopt this system to their workplace very easily. The best feature that i saw is Email Automation. As a admin i was able to create and schedule lots of email campaigns for our customers. it is very easy and straight forward. Campaign builder interface is very user friendly. even my non computer literacy people also can build and automate an process within few minutes. It provides lots of integration options with third party applications. Also It provides lots of tools to manage our marketing procedures.

Cons

Nothing to complain but i would like to mention that there should be more tutorials/guides and onboarding trainings for users.

Pros

What I like the most about this software is that it allows me to organize and automate many of my daily tasks. For example, I can easily schedule a series of personalized emails for a marketing campaign and the software takes care of sending them to the right customers at the right time. I can also create custom contact forms and add them to my website, which helps me capture leads and automatically organize them in a database.

Cons

Some features that can be a bit confusing at first. When I was first setting up my workflows, it took me a bit of time to understand how they worked and how to customize them for my business. Also, while the tech support is great, sometimes I would have liked more customization options.

Pros

Incredibly high level of customization. Automation options are way above your beginner CRMs. Deliverability & email server reputation seem good. There are reports about everything imaginable (almost). Also over the last several years, they've been extremely active in adding new features and modernizing the platform.

Cons

To really use this to its full potential takes a LOT of learning or training. After years of being neck-deep in it, I can do a lot of things but it's sometimes difficult to train other people on the team to have the same level of use. This can be limiting if dealing with a large team. Improvements are being made but I wouldn't call this user friendly yet (using Max Classic version). If you're going to jump into this you should have a really competent marketing operations person who can lead the technical implementation and ongoing needs. Certain helpful features require 3rd party connections that cost extra but at the same time, they seem to be getting closer and closer to eliminating that with new features.

Pros

There are so many ways to engage my subscribers. I use what works for me. I know I'm not using all the features, but it's nice to know there is no limit to all the ways I can increase my revenue. I've just made it a practice to try a feature, fine tune it, and then integrate another feature... and my income grows. Super powerful! And because Infusionsoft has established itself so well in the marketplace, there are so many partner apps available across so many different kinds of platforms, which help me understand, reach, and serve my audience even better.

Cons

I am not a fan of the new landing pages. I think they're supposed to be a friendlier interface but instead they feel more limiting.

I am also disappointed in the quality of tech support, especially chat. I can't fault the employees - I've spent thousands of hours in the software over the last 10 years, so most of the time it feels like I have to wait for them to catch up to what I know before I can finally get an answer to my question. Phone support is usually better.

I also wish I could go into my Email Builder (Previously Sent) and more quickly find an old email from which to build a new one. It takes too long to load the visual thumbnails, and the search option never works. It appears to only search previous emails whose thumbnails have already loaded. All the others seem to be ignored.

OH! My biggest peeve is with chat support. It's maddening how long it takes for the rep to get underway. "Hi, thank you for contacting Infusionsoft Support today. My name is ___. I hope you're doing well today." I don't have time to be chatty, so I go straight to the question. I wait for a reply, but then they greet me again. If I'm feeling patient I'll greet them back. If not, I'll ask the question again. I wait for a reply, and they tell me something like they'll do their best to assist me. I wait for an answer, and then they repeat my question and ask if that's right. PLEASE teach the rep to REFLECT the customer's chattiness. If I'm being brief, be brief. If I'm chatty, be chatty.

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.

Pros

Simple to learn and use. Navigation was ok, capable of making some good looking emails, email campaign system was pretty cool and easy to do with some limitations of what it could do.

Cons

Databases not linked, meaning if you make an email in their marketing area, you cannot save it and use it in your individual emails. Templates are not transferable, so you have to send individual emails by creating a tag of the customer name, apply the tag to the customer, then send a broadcast email for ONE email in order to use the template.

They SELL you on their ability to take email lists and mail to potential customers (say, from a trade show). But then they give you a HUGE legal disclaimer that won't allow you to actually DO this. They will charge you $250 per email which gets a complaint (I got zero, but I did not send to a generic list).

When you call to ask to do something, 50% of the time they are NOT available, or you have to wait up to about an hour on hold. There seems to be only ONE guy who knows the database and if you point out something like the incongruity of the databases, he will simply tell you "we can put this on our list of fixes" and then do nothing about it.

They spend an inordinate amount of time to help you buy or use free marketing setups in their "marketplace," but meanwhile they have so many glitches that they simply refuse to fix.

Pros

Infusionsoft isn't a perfect tool, but it's a solid choice for a small business without ambitions to scale rapidly (i.e. think accounting firm, not tech startup). The "all-in-one" nature of the tools is excellent as it simplifies marketing and sales operations for businesses without the resources to hire a dedicated person to manage disparate solutions and the integrations needed to make them interact. The campaign builder is pretty easy-to-use, the landing page editor is making serious strides, and the email editor is pretty great and requires zero HTML/CSS knowledge. The referral module is useful, especially for businesses just wanting a simple affiliate program. While I have a few gripes with the API, the available integrations are impressive. Some in the space (read: Zoho) really limit these as they want to force your hand to use their solutions, Infusionsoft doesn't. They offer a landing page builder but provide a great LeadPages integration. They offer eComm, but offer a great Shopify integration. Their consultant/partner network is impressive as well. Lots of specialized help available for customers who want it.

Cons

The campaign builder is great for a novice (i.e. the target market) but limiting for a more advanced user. I.e, you can't spark an action from an opened email or field value changing. The lead scoring isn't flexible, which is limiting for an organization with unique needs or a clear vision. The shopping cart and storefront builder aren't what I would call slick or flexible but hey.. they integrate with Shopify and many others if you need better. The USPS shipping integration leaves a lot to be desired, real-time estimates would be great. The CRM has almost no customization. Simply being able to hide unwanted fields would be a huge benefit to usability.

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.

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.

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.

Pros

The tool has a lot of power. It enables you to automate email campaigns targeting each contact based on what you know about them. If they answer a question on a form, you can sent them one thing. If you learn they live in one state versus another, you can customize content to them. If they visit specific pages of your site and login many times into your membership site, you can change what they see.

It has a huge amount of power.

Cons

It's not a do-it-yourself tool. Lot's of people complain saying it's too hard to use and too expensive. Infusionsoft is a complex piece of software. If a complete newbee could make it work perfectly on their own, it wouldn't be able to provide you with all the feature it includes.

I have seen Infusionsoft sold from the stage with promises that it's a self-serve, DIY solution. Honestly, it is not. That's why you have a very healthy Infusionsoft consultants and partners community servicing it. These consultants and partner focus on all aspects of the solution working to help business owners put the tool to good use.