User Reviews Overview
About Keap
Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across...
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- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Weekly for 2+ years
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Review Source
Best marketing automation software for small businesses
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.
Response from Keap
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.

- Industry: Information Technology & Services
- Company size: 10,000+ Employees
- Used Daily for 1+ year
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Review Source
It's great that KEAP can keep track of my clients' information
Keap is our primary customer relationship management tool, and it stores not only marketing and sales data but also details on our customers' accounts, such as their plans, employees, invoices, subscriptions, and more.
Pros
The most profitable methods of reporting can be extensively tailored with the entirety of custom fields, saved, and reused over and over again. Some reports may long for additional features common to all reports, but overall the feature set is quite enough.
Cons
It might be difficult to keep track of the background of changes made to corporate paperwork, client paperwork, subscription paperwork, etc. While this is not unprecedented, there are situations when knowing who changed a subscription or configuration is essential but cannot be identified in Keap.
Response from Keap
Hello Rachel,
We appreciate you taking the time to share your experience with Keap! We're glad to hear that using Keap has helped reduce the amount of time and effort spent on follow-up.
Thank you for the feedback regarding being able to see more User actions. We went ahead and submitted that as feedback on your behalf.
- Industry: Pharmaceuticals
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
You are in good hands with Keap. Its Impact is instant.
Keap free up my space by taking over simple but repetitive tasks daily. I now have more time to concentrate on other personal roles.
Pros
In my journey dealing with Sales, challenges has been there especially handling new environments. With all the variables on my shoulder, it is my job to keep keep things running smoothly. Keap helps me stay organized and neat on job. It organizes my daily work in one place as well as managing customer information. It saves me time and energy on simple repetitive tasks.
Cons
No no no. Keap is clean. Everything about it is for the goodness of you job. I enjoy using it and I have no complaints so far.
Response from Keap
Hello Disco,
We appreciate you taking the time to leave us a review. We're happy to hear that you have no complaints. Thank you for being with us for more than 2 years. We wish you the best!
Top Keap Alternatives
- Industry: Arts & Crafts
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Real hit or miss
Great software but really lacking on the customer support end. Towards the end when the bills increased and began to add up, we were told by customer service that we could be put on a special payment plan. This was great news, but unfortunately the sales team did not communicate with the tech team, who permanently deleted our data off their systems before the financial arrangement could be setup. Fortunately we backed up most of our data, but that lack of communication could have been disastrous for any other business.
Pros
They were able to customize the software so that it met our needs as a database for managing subscribers. There was virtually no downtime in the years we were with this company. Once users were trained on certain tasks, it was very easy for employees to pick up the software and become comfortable with it.
Cons
The pricing structure charges by the amount of contacts you have. We logged every sale into this database from even one-time customers, which added up over the years to a point where we were paying hundreds each month for a database of users who were not active. The underlying system also seems to be geared towards companies who are interested in cold calls and commission-type sales jobs. While they did customize their software to fit our needs we were still warned that we were required to send communications through their specialized tracking system in order to measure engagement and leads. Our regular email blasts were not considered good enough.
Response from Keap
Hello,
Thank you for taking the time to leave us a review. We're glad to hear that once trained, your employees easily picked up Keap and became comfortable with their assigned tasks.
We're sorry to hear that you didn't leave on good terms. If you'd like to reach out to our team, we're happy to look further into your payment plan situation.

- Industry: Hospital & Health Care
- Company size: 10,000+ Employees
- Used Daily for 1+ year
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Review Source
The best CRM for email marketing in all sectors
Built-in support for email marketing was a big assist. The automation released me from the mental burden of keeping track of where people were in the pipeline and what they needed to do next based on the results of customer-facing tasks.
Pros
The level of automation is unparalleled. A common feature of CRMS is the lack of a "if/then" configuration option. If I tell Keap yes or no to a task, the program reacts differently depending on my answer. If you require robust automation that can do a wide variety of actions based on results, look no further. It's yours, Keap.
Cons
There was a lack of functionality in the mobile app. So that I could access Keap from my mobile device, I bookmarked the website. This method was effective, although it lacked caller ID.
Response from Keap
Hello Jennifer,
We appreciate you for taking the time to leave us a review. We're happy to hear that you find our level of automation unparalleled and that Keap makes it simple to automation processes. Thank you for your feedback regarding the mobile app.
- Industry: International Affairs
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Infusionsoft refuses to make simple fixes. Terrible for business to business!
I'm business to business and have spend over $100,000 on development to overcome its inadequacies.
Pros
Not sure. It has lots of functionality but most everything is clunky. Only comes with 99 custom fields and you can't modify the home screen. When you click around it always defaults you to a place you don't want to be. If you look up a contact it insists on defaulting you to first name and it has a nasty delay. So if you want to search by company you will start typing and then after the delay it will switch you to first name. You can't choose the view to do your lookups and it defaults to the record view, which I never use. So every time I do a search that turns up multiple records I have to click on the list view. Another infuriating thing is that if you want to sort by a field in list view it defaults to zto a instead of a to z. They will never fix anything even if it is a 2 minute fix.
Cons
It uses a flat database that is terrible for business to business. No primary fields or tags so if you add a company contact there is no way to tag or have company related field data updated to the new contact without expensive api coding from your website. They added linkedin, facebook and twitter years agobut didn't include the fields in the mass update section. What does this mean? When linkedin changed their url format I was stuck with over 3000 records with bad url's. So with any of their other fields you lookup the filled fields and then you choose mass update contacts and click on the allow blank fields to remove existing data. Well they didn't include the fields here so you can't do it. Maybe just export the records and replace the filled fields with empty into a csv file and import to remove the data. That doesn't work either. Blank field data won't replace filled data in a modify existing records merge. If you try chat support you will more than likely get a foreign support person (mine was from the Phillipines) who will act like he or she has never heard of this problems and make you explain it over and over and ask you to do a million unnecessary tests. I finally became so frustrated that I called support, got someone who at least admitted that it was impossible to fix. All the while I had the chat person on still instructing me to do more tests. The phone support person kept trying to get me to drop chat but I made her see how ridiculous it was.
- Industry: Performing Arts
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Keap was not a keeper for us
Happy to see it go
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.
Response from Keap
Hello Tammy,
We're sorry to hear that Keap wasn't a good fit for your business. We appreciate the feedback and wish you well in your future endeavors!
- Industry: Cosmetics
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Keap review
I love Keap and I use it all day everyday. It makes my retention efforts seamless, and the capability to build out robust campaigns sets my practice apart in the industry.
Pros
I like how easy it is to pull client listings from keap for targeted marketing efforts, along with the ability to manage day to day follow up for clients that need to be contacted more than once.
Cons
Keap is difficult to train new hires on for the little that they use it (searching contact records, applying tags, managing day to day tasks on their dashboard. The feature that I dislike the most is the inability to reverse an action if a mistake is made.
Response from Keap
Hello Taylor,
Thank you for taking the time to leave us a review. We're glad you enjoy how easy it is to pull client listings and manage day to day follow up!
As for training, we recommend checking out our Keap Academy. They offer free courses that can help you train new hires to feel more confident in Keap. https://academy.keap.com/
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Easy and Reliable Automation for Marketing
Pros
We used the KEAP daily to keep up with out marketing automation and verified that we were on point.
Cons
We do not use all the potential of the application.
Response from Keap
Hi Jessalyn,
We're glad to hear you use Keap daily to keep up with your marketing automation! You mentioned that you're not using Keap's full potential. I would recommend checking out our Keap Academy. They have free courses that can help you implement more features.
https://academy.keap.com/
- Industry: Logistics & Supply Chain
- Company size: 2–10 Employees
- Used Weekly for 6-12 months
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Review Source
Nice for business
Overall it was good for business to keep things flowing well and updates that were needed
Pros
The reminders and the appointment bookings for clients
Cons
The cost was ok but I enjoyed the trial to figure it out. I rather monthly cost than weekly cost
- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Don't waste your time, energy or money
I started with Infusionsoft before it was Keap. Customer service was way better before the were bought out. It is not called confusionsoft for no reason. It's extremely confusing, their tech support often has to spend hours trying to figure any issue out. If it takes their tech support, people who know the program, hours to figure out an issue imaging what it will take you. There are several other CRM systems out there that are much easier to use.
Pros
I like the dashboard with the daily reminders of followups. That makes it easy to not let people slip through. Setting up the campaign however to get the daily reminders is a complex process. If you miss anything it will not work properly and the customer support team will not be able to help you set up campaigns or do anything with your campaign.
Cons
The cost is astronomical. If you are lucky enough to understand how to and you have the time to build out the backend and all of the campaigns great. If you do not, it will const 10's of thousands of dollars to hire someone. I have had to pay someone the entire time to help with mine and when I went to leave infusionsoft, there is no way to save the campaigns or anything that you paid to have built. They say they will keep it for you for 90 days and if you don't come back to their program by then you lose it all. So basically they own all of your campaigns and everything you paid to build in the system. BE AWARE OF THIS BEFORE YOU SPEND MONEY BUILDING SOMETHING OUT
Response from Keap
Hi Jennifer,
We're sorry you're unhappy with our product. Infusionsoft is built for ultimate power and customization. We have many educational resources to help with implementation as well as a large hub of partners who can help with your customization needs. For privacy and security, we hold onto your data for 90 days after you cancel your subscription. We wish you the best of luck in your small business.
- Industry: Think Tanks
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Porsche of CRM's
They've been super supportive and helpful. Whenever I've had problems understanding anything, even when my mother passed on, they were very allowing and there for me. The people in chat and in customer support are always always patient, knowledgeable and friendly. I talk with them often! I can't say enough how helpful they are.
Pros
I wish I knew how to use all of it. There's always a new function that it can do to save me time. Since I don't have a team, Keap is like my own secretary, streamlining functions.
Cons
It takes so long to set up. The look of emails is very flat and uninteresting. Word processing in the individual letters I send out takes forever. It's definitely not a great place to write letters.
Alternatives Considered
MailchimpReasons for Switching to Keap
A lot of the big names in marketing always had "Infusionsoft" at the bottom of their emails so I knew they must know something I didn't. When I decided to try it out, I was thinking big, probably too big. I believed it would help my business grow. (It hasn't YET but I still am able to do more with Infusionsoft.) Once campaigns are set up and the kinks worked out I love watching them work for me.- Industry: Professional Training & Coaching
- Company size: 2–10 Employees
- Used Weekly for 1-5 months
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Review Source
I've never felt so uncared for as a customer
After 3-4 months of use, I want out. All because of the complete lack of customer service and support.
I had high hopes for Keap, not gonna lie. Several other businesses in our industry has been using Infusionsoft (not to be confused with the other Keap offerings), and so it looked as if Keap could be of tremendous value and replace the handful of systems we used previously, allowing us to centralize our customer engagement around one platform.
The migration of our other assets to Keap took a little longer than the max allotted time Keap had promised, and when it did come back it wasn't done. No updates on the progress, nothing of that sort to let your customers know how things are going. And no response from the person in charge a month after "I absolutely plan on looking into this and rectifying any and all issues." He may absolutely plan on doing it, maybe in 2022 but I wouldn't know since he's not responding, and the two customer success managers assigned to me aren't as well.
I had a call with the first customer success manager who seemed awesome, only to be replaced with someone who keeps saying he will call me and email me back. No calls, no emails, no direc responses to emails.
A great platform - mostly - where you can't get Ecommerce unless you opt in for the legacy version of the service, losing all your sales pipelines and deals data, with an excellent marketing automation engine, but terrible email and landing page builders, and atrocious support.
Pros
First I want to give credit where credit is due - Keap is an absolute monster in terms of features and the level of detail in which you can build automations and customer engagements. With well over a decade having started as Infusionsoft, there's plenty of complex structuring and intricate details that you have at your fingertips.
Keap also offers the necessary parts of a complete customer lifecycle management, like sales pipelines and fairly solid contact views, although not as detailed as the HubSpot CRM for example.
The onboarding experience was great and I worked with an expert who knew Keap inside out, and without it, the learning process would have been extremely steep I feel.
However, Keap has custom fields and forms that you can use to tag and tie data to customers with, which makes it very powerful and offers excellent customization features, something I find very valuable to meet our business needs, versus being boxed in, in a one-size-fits-all contact view.
Cons
While the strength of Keap is its richness in detail with which you can create various engagements and automations, it's also overwhelming in the beginning to wrap yourself around that part. They could do a better job of integrating their knowledgebase inside the app to give relevant sources of information.
Missing systems prompts and UI flaws.
There are some issues with the UI that are counter-productive, like the search field at the top of the dashboard only being limited to search for contacts, instead of the entire dashboard. Similarly, when you create a contact you have three options to tag them with; lead/client/other. If you don't mark the contact with any of these and click 'Save', you'll never find out that it's required to select one, no prompts. And they can't be edited, and you can't add additional options for reasons unknown.
The landing page and email builders are just outright bad.
With so many builders out on the market, and with it being such a central part of marketing, it's surprising that the builder is so immature. The focus has been on building out the marketing automation of Keap, and the builders are feeling the lack of love. We wanted to shift our need of having to use Instapage as part of our marketing stack, but with the builder being so darn bad, I may need to keep it, which for us means Keap is less value for money.
Email and landing page templates are sorely lacking.
No Ecommerce available for Max, only through the legacy version.
Alternatives Considered
OntraportReasons for Choosing Keap
We wanted to build our CRM and marketing tools around a single platform instead of a handful of them.Reasons for Switching to Keap
Keap looked to be more mature and is widely used in our industry as the platform of choice.- Industry: Health, Wellness & Fitness
- Company size: 2–10 Employees
- Used Weekly for 1+ year
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Review Source
Keap Best for Lager Businesses or Sales Based
Overall my experience with Keap was good as far as it went. There was so much available that didn't apply to my business and that was a tad frustrating to have to sort through what would be useful and how if at all I could use all of what I was paying for.
Pros
The training I received when I purchased this software was amazing. I learned so much not just about how to use their software but how to grow and ex[and my business.
Cons
For my use as a small business that is not selling products, Keap was quite expensive. There are a lot of excellent features that I didn't use because they didn't fit well or apply to my small service based business.
Alternatives Considered
MailchimpReasons for Choosing Keap
I switched to Keap because the presentation I saw inspired me to what more I could be ding o expand my business. IN the end, it wasn't a good fit for the cost.Switched From
MailchimpResponse from Keap
Beth,
We are so glad to hear that Keap is working for your business! Thank you for your review.
- Industry: Primary/Secondary Education
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Review Source
Don't Just Walk Away, RUN! Unethical, Missed all Deadlines, Forced...
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.
- Industry: Medical Practice
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Great tool but not without issues
For the price and what it does, we have yet to find a better solution. I believe in the product but wish they would work harder on fixing current problems rather than rolling out new tools. It does take some time learning the ropes but there are lots of great tools, webinars, and people willing to help. It's a great community. (Big shout out to MonkeyPod Marketing and Greg Jenkins)
Pros
I like being able to set up campaigns that run the full year making sure the customer is kept in the loop. With proper tags I can see that things are running smoothly.
Cons
1) Support. If you are in the US I am sure that support is much better but being 9 hrs ahead of the IS HQ I am usually stuck with the total waste of time 'Chat Support'. Two years ago support would have gotten 5 of 5, today I would give it one star at best.
2) The platform is about 5 years behind the times. Powerful but the look, usability, and feel are dated. If they don't get on this in the next year or two I would expect serious competition to start circling.
3) They remove useful tools, replace with simplicity, and then pat themselves on the back for their own awesomeness. I can write a book about the lack of flexibility in the new (1 year) email builder that was stripped of most of the designing strengths. When they added the ability underline text 4 months in (seriously) they cheered themselves to no end. How email builder was rolled out without the ability to underline is a headscratcher and I am never going to stop complaining about the removal of the HTML snippet.
***Sorry, it's always easier to remember what you don't like than what you do.
Response from Keap
Hi Liam,
Thank you for writing a review. I will make sure to share your product feedback with the right teams here so we can create a better experience for our customers. Take care!
- Industry: Primary/Secondary Education
- Company size: 51–200 Employees
- Used Weekly for 1-5 months
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Review Source
Horrible Customer Service Sold A $4,600.00 Plan and Kept Stopping Email Send Outs
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.

- Industry: Machinery
- Company size: 10,000+ Employees
- Used Daily for 2+ years
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Review Source
Automation of our sales and marketing processes with Keap.
I am very satisfied with my experience using this software for the last three years. It has been an invaluable tool for my work as a marketer and has significantly improved my ability to automate and streamline my sales and marketing processes. If you are looking for an all-in-one solution to automate your business, I would definitely recommend considering Keap.
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.
Response from Keap
Hello Jared,
Thank you so much for sharing your experience with us. We appreciate you recommending us to others!
I will pass along your feedback regarding more customization options.
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used for 1-5 months
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Review Source
Major Customer Service Problems With Infusionsoft Salespeople and Management
A software marketing firm referred Infusionsoft (IS) as a CRM platform provider. However, in this contact with the marketing agent, I indicated I would be on vacation for approximately 10 days to work on a critical personal project, fundraising for someone close to me to pay for her breast cancer treatment, & I made it clear that software platform vendors should refrain from contacting me during that time frame. (I later confirmed that this instruction was conveyed to IS.) However, before the end of the day (the 1st day of my vacation / fundraising project), IS was already inundating me with communications, in violation of my explicit instructions to delay contact. The bombardment of calls and e-mails continued & became so exasperating that I answered one of the phone calls and pointed out to the sales rep my "no contact for the present" instructions, and I explained why. Despite that, before the end of that day, IS was bombarding me with text messages on my cell phone. As a result I e-mailed a senior sales representative who was the author of one of the several premature and impatient e-mails, and once again re-stated my instructions that Infusionsoft NOT contact me while I was on vacation & wait until I was prepared to first research them on my own. Despite this, a couple of days later IS contacted me about a demo they scheduled for me later that day. I sent another letter to IS "Abuse" dept asking management for an apology & an explanation. No answer ever received.
Pros
We never got to the point of purchasing the software, because of the customer service problems we encountered with Infusionsoft sales and management from the start. I had to file several complaints through Infusionsoft's web chat (2 complaints) as I searched for a name of someone in management to speak with to deal with the problems with IS. When the web chat people couldn't provide a name for someone in management to address my concerns, I had to file complaints directly with [email protected] and abuse@infusionsoft./com about over-aggressive marketing tactics and their lack of attention or concern to my stated desire to delay receiving sales pitches and demos.
Cons
I have to presume that Infusionsoft uses their own software in following up with potential sales leads. Based on my experience and frustrations in dealing with Infusionsoft sales staff / customer service / management, I have to presume that either Infusionsoft has internal problems as to human error concerning what information they input to their system, or their software platform is defective in a lack of flexibility so as to tailor the frequency and type of contact necessary to suit the instructions or requests of potential sales leads. My situation turned into kind of a "test" to see how effectively the IS software platform is in responding to the needs & instructions of their sales leads, and furthermore how IS customer service deals with problems person-to-person. I found IS to be deficient in every aspect, as I received neither an apology nor any explanation from IS as to why they could not follow instructions, whether it was a platform programming problem, or a series of human errors at customer service.

- Industry: E-Learning
- Company size: 2–10 Employees
- Used Weekly for 6-12 months
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Review Source
Great if you need no web integration or visualized reports, terrible otherwise
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.
Response from Keap
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
- Industry: Computer Software
- Company size: 5,001–10,000 Employees
- Used Daily for 1+ year
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Review Source
All in one CRM!! Solid for small businesses!
Infusionsoft is a solid choice for a small business without ambitions to scale rapidly (i.e. think accounting firm, not tech startup).
Pros
As a CRM Analyst/Consultant, most of my projects are helping companies administrated and implemented different types of CRMS and marketing software. So I have the chance to research and test a multitude of CRM's and Marketing Software for the past several years and Infusionsoft is one of my favorites. I have helped two small companies(around 20-30 employees)implement this product from start to finish. I have very impressed on how robust and strong this CRM really is. With this software, you can create a software stack with different add-ons which can accomplish almost anything. There are programs that help with scheduling, membership sites, integration with Facebook audiences, text messaging and countless others. Infusionsoft has an API that is easy to use and integrate with other systems you may be using. For the price, I would say this is an all in one CRM tool. Another great feature that Infusionsoft offers is the ability to create mobile-responsive landing pages and pairing this automation with a CRM with robust capability for sales follow-up is what creates the value and you also get the ability to generate e-commerce and tracking reports. I would definitely recommend this product.
Cons
Infusionsoft only includes the basic Lead Generation reports. If you want to generate the true ROI reports it will require you to purchase add-ons, such as Wicked Reports. I would say that these reports are critical for understanding where your leads are generated and how to refine your marketing.
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Infusionsoft helps me capture and convert leads by combining the best of CRM and marketing...
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.
- Industry: Health, Wellness & Fitness
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
Keap from a Person who is not techie
Business Problems that could be Solved by Keap:Keap is a powerful customer relationship management (CRM) platform that helps businesses manage customers, track leads, automate marketing, and more. It can help businesses to increase efficiency, reduce costs, and maximize sales. It can also help them to better understand their customers, segment them for targeted marketing, and build better relationships.Benefits of Using Keap:Keap is a comprehensive CRM platform that helps businesses streamline their operations and maximize their sales. It is easy to use and provides users with a range of features and services that can help them to better manage customers, track leads, automate marketing, and more. It is also highly customizable and can be tailored to meet the specific needs of the user. Additionally, Keap offers competitive pricing plans that make it an affordable option for businesses of all sizes.
Pros
Keap is an easy-to-use, all-in-one customer relationship management (CRM) and marketing automation solution that helps small businesses grow.• Keap provides a variety of tools to manage contacts, automate tasks, and maximize customer engagement.• It is customizable and scalable, allowing businesses to tailor their solutions to their needs.• Keap offers integrations with popular third-party applications, making it easy to sync data and automate processes.• The platform provides access to a team of in-house experts to assist with setup and training.
Cons
Keap is more expensive than some of its competitors, so it may not be the most cost-effective solution for small businesses.• The user interface can be confusing and difficult to navigate for new users.• The customer support is limited, and the response time can be slow.• Keap is more expensive than some of its competitors, so it may not be the most cost-effective solution for small businesses.• The user interface can be confusing and difficult to navigate for new users.• The customer support is limited, and the response time can be slow.
Response from Keap
Hello Debbie,
Thank you for leaving us a review.
It sounds like you've utilized many of Keap's features to help streamline and automate your business. We love hearing that!
- Industry: Automotive
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Infusionsoft is one of the best purchases I have ever made
Automation in email marketing, a place where I can store all my contacts, the ability to stay in front of my customers, return customers due to the fact that they don't forget about us. My time is also freed up so I am able to accomplish more in my day.
Pros
-This software is pretty easy to use for most basic applications.
-There are many options and nearly endless uses for Infusionsoft. If you can think of a way you want to use it, the support team can help you implement it.
-The automation of this software is what I love the most about it. At first, you spend a good amount of time setting everything up but once it is set up it runs pretty much all on its own. Saving you time.
The support for infusionsoft is one of the best I have ever dealt with. They go above and beyond to help you figure it out. Your success really is their success.
Cons
If you want to do some of the more details campaigns it can get a little tricky. If you are not spending a lot of time on the software you may forget how to do some things that you don't do on a regular basis. The support team is usually happy to help or get someone who can.
Response from Keap
Hi Anthon,
We agree - your success is our success! Thank you for your kind words about Infusionsoft and the support team. We're happy to hear about all the benefits the automation has had on you and your business. Thank you for writing a review!
- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Not just software - a massive resource for your business
My husband runs 13 restraurants with Infusionsoft. I run a coaching and training business. The software is adaptable to your situation. And the training that it provides turns your entire team into a marketing/sales powerhouse!
Pros
I love the ease of the email templates and putting really cool stuff out to my clients. I love seeing the monthly updates and the improvements. There is so much power in the software and I've only been able to tap a small bit of it. It's completely worth the cost you pay because the support is huge! The whole company is dedicated to helping small businesses succeed. Love the Podcast, the emails, the tutuorials, and the support staff who just keep delivering massive content to help you grow your business.
Cons
There's a learning curve to get started. I highly recommned taking the University course they provide because with it, you'll have everything you need to really make a quick impact in your business. The company is still very USA centric but with the new improvements like language support and multi currency support, those of us in other countries now better options.
Response from Keap
Hi Lindley,
Thank you for leaving a review! I’m happy to hear Infusionsoft has made an impact on your and your husband's businesses. We look forward to hearing more as you continue to tap into the full power of the software. Take care!