The smarter way for small businesses to do great work Keap organizes your client information & daily work in one place, freeing you up
The customer service was easy to access and willing to go the extra mile to help out.
It essentially has no (easy) pipeline management. Cancellation and rude customer service experience.
Filter reviews (1,149)
Well Established Online CRM Platform with Marketing Tools
Comments: We used keap to manage our customers database. we did email marketing, lead generation , internal forms, email templates and automate campaigns and more. I'm happy to tell you, even we can find lots of cheap CRM systems out there, Keap is the best and it's worth for money. because, everyday they are trying to give us the best experience. we got recurring updates with lots of new features. One more thing to mention. There customer support was very helpful for our staff when they onboarding. Not only for staff but for admin too. timely support is given by them. I would like to recommend Keap CRM for any business out there. go ahead without any hesitation. At first it will be hard to adopt a new system. but when it comes to Keap, They will help you to get there without any troubles.
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.
Nothing to complain but i would like to mention that there should be more tutorials/guides and onboarding trainings for users.
2 months ago
Hi Kavindu, Thank you so much for taking the time to leave a review! I'm glad to hear that Keap's feature set has met many of your business needs and our support team helped you integrate it seamlessly into your business.
All in one business solution.
Comments: Its been good. The have helped me create over twenty one thriving businesses. I am still creating more.
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.
The didn't have any pre configured solution for specific industry like contractors, handyman or brick and mortar stores, Doctors or Dentist, etc.
Wiped our data and was not able to retrieve it
No comment as our expierience was negative.
The system was setup and the processes were flowing, however, at one point the credit card expired and the account/data got wiped. After heavily researching and trying to find out what happened we found that the account rep only contacted the email they had on file (which was incorrect) before wiping our data. At no point was our organisation contacted by any other means i.e. telephone, other than contacting the incorrect email address. Our data and configurations have now been wiped and are irretrievable.We have been told that our only option is to start an account and create the process again. Unacceptable for a company practice.
Keap, a robust and user-friendly program
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.
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.
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.
3 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.
Designed for advanced marketers!
Comments: Overall, I see the benefits of Keap/Infusionsoft and if I had the big budget to hire someone to set it all up, I can see how powerful it could be. But unfortunately, I was sold a solution that I was no where near ready for. I think this is perfect for the advanced marketer who has plenty of experience with funnels, CRM, automation etc. Unfortunately for me, it was too much, too soon!
I loved how it was an all-in-one platform!
It was incredibly hard to set up and use because the sales person forgot to mention that it was a robust solution for the more experienced marketer. So when I was first learning to create funnels, Keap/Infusionsoft was just too advanced for me.
4 months ago
Hi Joane, I'm sorry to hear that you found Keap difficult to set up in your business. I encourage you to check out some of our resources - including our onboarding coaching options, our live events designed to help you in your Keap app (https://keap.com/resources/events) and the Keap help center (https://help.keap.com/help) to get better acclimated in your app.
We've used Keap for years, because it's the best marketing CRM out there
Comments: We're engaging more than ever with our audience, growing our list, and using the email marketing software to get emails out of the door, and sales in.
It's easy to use, the marketing automation is first class, and the lead scoring allows us to score our prospects. It also integrates with Wistia, which is fantastic to video tracking.
I feel like the campaign builder is the hardest bit to get your head around, but once you have, it's incredibly powerful. Occasionally there are little glitches, but that's the case with any software this powerful.
2 months ago
Hi Seb, Thank you so much for taking the time to leave a review! I'm glad to hear that Keap is easy for you to utilize and is helping you to engage more with your audience.
A solid email marketing app.
Keap is relatively easy to use and quite a reasonable price. The customer service is easy to contact.
The 'new' email format looks great but is extremely limited to how much you can customise it, compared to their legacy format. For example you can change the email its being sent 'from' within the new email builder. Also, whilst the customer service is easy to contact, they're not always that knowledgeable when it comes to fixing sequences etc.
With the right customization, 3rd-party add-ons, and time... it can do anything
Comments: Personally, I've become an expert in it and love it. It allows me to customize and produce a high volume of marketing campaigns and keep thousands of records pretty clean. It's taken a long time to get there, and can be hard to keep everyone who needs to have their hands in it trained up well. But if you need an advanced CRM it does the job.
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.
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.
4 months ago
Hi Jacob, Thank you so much for taking the time to leave a review! We're glad to hear that Keap is such a great solution for you. We do offer a variety of ways for customers to get trained on using Keap - including onboarding coaching, webinars, and more! We encourage anyone looking to get acclimated with Keap to take advantage of these resources.
Best marketing automation software for small businesses
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.
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
Nothing apart from, it is a bit on the expensive end.
10 months ago
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.
Well thought out and executed CRM
Comments: Having a central place for all of our information, and the ability to tag people automatically has saved lots of time and definitely increased or ability to connect with clients and sell. Using the automated email campaigns and sequences to offer automated free trials as opposed to having to manually send out emails has been a lifesaver.
The customization options are nearly endless. The embeddable forms, that can trigger tags, which can trigger sequences such as email campaigns, have saved us hours of formerly manual work every day. The campaign builder is incredibly deep and robust, allowing for anything you can imagine. The thought given to different ways to do nearly everything is great. They have a /Tellus page and are responsive to suggestions. I recently mentioned on the that when adding a contact, the email field should automatically trim whitespace from each end, because when copying and pasting it often have an error. Within 2 weeks, that change had been implemented. The import from CSV file options are very robust. Lots of third party integrations, and a robust API. Very helpful community for questions with actual developers there.
The search is a little clunky. It's great if you're searching name, phone number or email address, but to search anything else like custom fields requires going to a separate page and finding that field. Would be great if there was an option to "search all the things", or to add custom fields to the default search. Not really their fault, but because we sell products in both Canada and the US in 2 different currencies, we're unable to use their ordering forms. When you leave it idle, rather than timing out gracefully, you lose any unsaved info. I know that's more of a "my workflow, why the hell aren't you saving your work" issue, but it's still annoying. Campaign builder doesn't work in Firefox, so I'm forced to use Chrome for that...
I love Infusionsoft
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.
Easy to use. I can create Campaigns and email marketing Does a great job of segmenting customers
Search options are limited Onboarding costs are high
3 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
Porsche of CRM's
Comments: 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.
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.
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.
Powerful and flexible engine for a tech-savvy business
Comments: Infusionsoft by Keap (AKA the "classic Infusionsoft") has been on top of the small business automation marketplace for years, and for good reason. In the right hands, it's a perfect marriage of automation + CRM. Its strengths are best-in-class, and it is refreshingly light on gimmick features that claim to fulfill a business need without offering real capability. That said, there are some noteworthy holes in functionality. Caveat: the power comes with a substantial learning curve, and you *do* need to learn the software well to use it effectively. Campaign builder has many quirks, there are multiple ways to accomplish any result, and the number of settings is astonishing. Infusionsoft's own (paid + mandatory) onboarding at the time we started using it was insufficient. Fortunately, its history means there are many good Certified Partners and tons of free blogs, videos, and other resources to guide your implementation. I recommend having at least one person on your team who can take on the role of Infusionsoft expert and take responsibility for configuring, organizing, and maintaining the app. For a solopreneur whose time is better spent doing the business, or a small organization that's just beginning to figure out its digital processes, IS is likely to be too overpowered and cumbersome. (FWIW, we started with IS too early ourselves. We've grown into it and are now very happy, but the first couple years were frustrating.)
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.
Gave me my life back
Comments: It was worth all the time and effort it took to set up. I've generated over a million dollars as a stay at home mom of seven children thanks to Infusionsoft and the power of automation. Now I make good money while I tend to my family. I set my own hours. I love what I do. With my campaigns in place, I can build an email, send a broadcast, and watch the system do the rest while I go enjoy my life. Thank you!
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.
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.
InfusionSoft - Great CRM software
Comments: The overall experience has been quite enlightening on how process flows are vital to making your business function correctly. My application is primarily used as a lead management system and not all our employees use InfusionSoft, which meant I had to integrate InfusionSoft with Google Sheets which makes it easier for my sales team to acquire data to leads as they come in. Most of my time is spent in campaign builder and I am currently overhauling our current lead process and I keep learning new things everyday on how to program logic to suit our business needs.
What I like most about InfusionSoft is the functionality and its endless possibilities. The Campaign Builder has an easy to use interface with limitless possibilities that can be constructed to suit your unique business needs. With a great email builder as well to create those beautiful calls to action that will surely ignite your leads' desire to buy whatever you are selling. I specifically manage the database of leads and users and find it to be quite user friendly, InfusionSoft will warn you about an increase in bad email addresses, allowing you enough time to clean it up before it affects your business badly. Another great aspect is the help provided by agents via the Chat facility, you can chat live with an InfusionSoft assistant to help you with any problems you might have. I find it extremely helpful in times when I am unsure of what to do.
While I do have high praise for the campaign builder and its limitless possibilities, this can also be a problem as when I first started using the software; I didn't know what was what. There is basic training available, but I don't feel it adequately explains the possibilities of what can be done. To fully unlock the potential of InfusionSoft, some additional training will be required.
4 years ago
Hi Nathan, Thank you so much for taking the time to write such a thoughtful review. We truly appreciate your input - especially hearing from what I would call a "power user" :) Cheers, Sarah, Advocacy Manager at Infusionsoft
We were a loyal IS customer for 10 years until...
Comments: Product is fine, but management, support and client service leaves a lot to be desired.
The product itself is very useful and good. While there are no "perfect" automation apps on the market that fulfill all our requirements, IS did a relatively good job of it. They've been pushing lots of regular updates which is good, but doesn't make up for what I'll describe in the Cons section.
Many other automation apps have built-in features that are very useful, but Infusionsoft requires a LOT of 3rd party apps (which adds on a lot of costs for a small business) to do a lot of things other apps have out of the box. As mentioned, I understand no app on the market is 100% perfect and the other apps have their own deficiencies. The worst part of Infusionsoft is not the product itself (the product is relatively good) but it's the entire management and customer support that is problematic. Often times, chat support (while friendly & quick), is not very familiar with the IS product. Often times, it's the we the customers who know more than they do. Finally, as mentioned, we were with IS for 10yrs and then they decided to raise our price by 400% giving us only 30 days notice via email (and a poorly written one). This has caused a furor amongst long-time clients & resulted in a large exodus of long-time clients. Apparently the new management didn't really care, despite many of thus believed we were grand-fathered into our original plans. All in all, many of us felt it was poorly handled by management and that's why we left them after ten years, despite the pain of migrating to a new platform. They are trying to expand globally but IS is still not really setup to work internationally. We were probably one of the first companies in Asia to use them and they completely ignored our feedback or even show any interest us when we attended a live seminar with them.
For the smart marketer
Providing consistency over the 1-2 year period our customers work with us.
Better handling of leads, turning them in to better conversions
Automating mundane tasks like letters, cards, packages, etc.
Generating referrals in a consistent trackable manner.
Warming leads more effectively
Combining online and offline interactions
Notifications of important milestones in the sales and fulfillment process
Customizability is my favorite part of Infusionsoft. It is very powerful to be able to have it do exactly what you have dreamed up. It seems pretty simplistic at first, but when you get into it, you start to realize that the possibilities are endless of what you can accomplish and do with it. For me the CRM and Campaign builder are doing automated tasks for me that would take our team hours to accomplish, and catching our sales and fulfillment process at critical time points to make sure our patient experience is the best it can be. I really love and use campaign builder . . . a lot. You can make campaigns do whatever you want AND make them start to perform based on the interaction that your customers have with the campaigns. That is very powerful and one of the big differentiators IS has from other software I have found. I've used IS for about 4 years now and I'm building new things every week to help reduce the tasks I do and my employees do. I also love the community. Going to ICON (the conference that infusionsoft puts on) was one of the best experiences I have had as a business owner. It was amazing to see thousands of small business owners making things happen and helping each other. Infusionsoft really does live by its tag line "We help Small Businesses Succeed."
There is work involved. I'm not really trying to be facetious. So many times we want a silver bullet that makes everything as easy as wasting 6 hours on your friends facebook feeds. In life in general, it's not easy to customize anything, but when it is finally tailored right to what your business needs, it is very powerful. Infusionsoft isn't a few clicks here and there and over with, but if it were, it wouldn't be the powerful machine it is. So you have to be willing to invest in harnessing it to your wagon and making it work for you. That investment can potentially involve you or your staff learning how to use it, and/or hiring third party companies who help you get it doing what you want it to do. As long as you go into it knowing that there is tremendous benefit from both of these investments, your business will be influenced for the better. Infusionsoft has a lot of things that are cookie cutter easy, but I think of it more like a cookie cutter maker than some software that does one or two things well and leaves businesses lacking in functionality or customizability. Learning the skills I have gained in Infusionsoft have totally transformed the way I think about marketing to my patients and everyone around me.
Great tool but not without issues
Comments: 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)
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.
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.
5 years ago
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!
What's So Automated About Infusionsoft?
Comments: I have researched CRMs and Marketing Software for the past several years. As a REALTOR, the company software had changed multiple times, leaving my personal system outdated, which prompted me to see if it was time to invest and make a commitment to something I would know nothing about until I jump in with two feet and my pocketbook. So I did. I reviewed and tested a multitude of software and found many that I liked but none quite suited for the money vs. the features vs. my unique business needs. Hatchbuck, DaPulse, and 17 Hats are a few I can remember and recommend to varying degrees but each fell short of my specific needs and desired growth. And while several appeared cheaper at the onset, when estimating cost after growth (which would be the "long term") I realized paying a little more now for a consistent pricing may well be the best option. My group has 4-5 users and looking at 5,000 contacts - which need sorted and categorized and updated. So although I may not be concerned about limits on number of emails sent monthly - I did need to cap my user costs and contact costs hoping to grown to about 35,000 contacts. I spoke with all the professionals and most just didn't know what to do and each thought one was as good as another based on personal experience.
I tried many brands, however, each time I got a great email, an immediate response, a beautiful landing page I continued to see the name Infusionsoft. The research and features were outstanding. As I began looking at those at the higher level of business, which I wanted to obtain, I saw most, in a variety of industries, had chosen Infusionsoft. I was surprised when surveying the target group of Infusionsoft Users, they each were optimistic about their future commitment to continue their relationship. So I jumped in! I am confident it will be an investment of time, money and frustration of efforts - but I look forward to building system, upon a system and automating many general tasks and information sharing.
The investment was a minor con - but the prices have become more in line with the value as my years of investigation and research continued. The biggest con is the education investment and the delayed gratification of understanding this will be a process. My optimism has been a bit dampened with the realization I may not easily, understand trigger relationships and process. Additionally, my "initial payment" for training although friendly has been less than sufficient, and less than simple to establish a confidence that I can get it done in a year. However, I still believe I will be with the system for a long period of time, and patience and bridled expectations will become the new norm.
A Strong CRM / Email Marketing Solution / Not Trivial to Set Up
Comments: Infusionsoft is a CRM solution designed for small businesses. It's not the tool for enterprise or medium sized businesses needing more than 15 to 20 seats. Think of it as a MailChimp / Saleforce with an emailing workflow engine. It allow you to build email sequences that adjust the content you send based on what each contact does. That's an over simplification, but at it's core that what it does. It's got a huge community of add on products supporting it. You can build membership sites with it. You can enable call centers with it. The application are numerous, but it is not a tool very everyone. There are times when its not a fit. Many business owners take it on expecting to configure it with minimal outside help. That is probably not a good idea. It's like building your office network yourself following YouTube video instructions. You may get it done, but not without a lot of time and frustration. Even worse, when you are done, you may have made mistakes an experienced person would never do that keep you from making the best use of the tool especially in the long run.
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.
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.
Diverge Performance Therapy Review
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.
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.
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.
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
Customer Service or Sales CRMs
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.
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.
Its integration is less ubiquitous than that of SalesForce, but is growing constantly.
Infusionsoft - A great CRM
Comments: Moving from Dynamics to Infusionsoft was a great move on behalf of our company. We are a small company and the Dynamics CRM was just to "heavy" for our use. From our initial calls, to the setup to our daily use, we are very pleased with Infusionsoft and it's substantially less expensive than Dynamics.
We love Infusionsoft because it is user friendly, intuitive and we have been able to combine our marketing campaigns into the software.
I can't really say anything negative about Infusionsoft.
3 years ago
Lynne, We love hearing this! Thanks for sharing your review. All the best, Paige, Social Media Specialist
All in one CRM!! Solid for small businesses!
Comments: Infusionsoft is a solid choice for a small business without ambitions to scale rapidly (i.e. think accounting firm, not tech startup).
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.
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.
Infusionsoft has helped me serve my Financial Advisors on a much bigger scale
Comments: Infusionsoft is an AMAZING software and it has transformed my business. Since I've automated all my video production and promotion processes for my clients, I'm now positioned to serve hundreds of clients over the next few years and make a much bigger positive difference in their lives. Infusionsoft is such an absolute game changer.
Customer support is very good and readily available, and I use it weekly to continue to build out and automate my systems. The app's functionality allows me to streamline my services by automating the process. It does the work of a full-time project manager, and does it better and faster since it's automated.
They don't call it "confusionsoft" for nothing. It's confusing in many ways. But I think for an app with such robust functionality, it just can't be totally obvious and simple because there are too many moving parts. It's a complex software that has the ability to execute complex functions, which means it's not going to necessarily be something you can just pick up and use without any training. I think the big area that could be improved is the Referral Partner Center. It seems exceptionally non-intuitive.
Infusionsoft, Inc. Response
6 years ago
Thank you so much for the great review. We are so happy Infusionsoft has helped you transform your business and serve your Financial Advisor customer on a larger scale. Also, thank you for the feedback on the Referral Partner Center.