Keap is a web-based platform designed for small businesses that need to manage prospective and current customers. It offers lead management and nurturing, customer information management, appointment scheduling, billing and invoicing, quoting, and more.
Keap integrates directly with Gmail and Outlook inboxes, so that emails sent to and received from prospects and clients are automatically recorded within the system.
Keap's customer information management module offers tags for organization, complete contact information storage including social media, and supports attachments for shared documents, folders, images, contracts, and proposals.
Users can send invoices, process credit card transactions, and track payments all within the system. It also supports recurring payments, sends automated reminders, and integrates with accounting tools like Xero and QuickBooks.
Nathan K. Especialidad: Administración educativa Número de empleados: 51-200 empleados
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.
Respuesta: Infusionsoft 13/12/2018
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" :)
Sarah, Advocacy Manager at Infusionsoft
Vincent po B. Especialidad: Servicios de información Número de empleados: 2-10 empleados
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.
Mark H. Especialidad: Marketing y publicidad Número de empleados: Trabajador autónomo
Overall I am happy with the software. I am happy with their level of support as well. I would recommend it to someone that is serious about building an online business.
I use Infusionsoft by Keap which is the more advanced version of Keap. One of my favorite parts of the software is the automation capabilities. There is really nothing you can't automation with the campaign builder. It is the strongest part of the software.
There is a big learning curve. I have been using the software now for over 5 years. It is not user-friendly. There is a lot of functionality parts that are scattered and on different pages when they should all be on one.
Beth H. Especialidad: Salud, bienestar y deporte Número de empleados: 2-10 empleados
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.
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.
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.
Respuesta: Keap 21/1/2020
We are so glad to hear that Keap is working for your business! Thank you for your review.
Suzanne D. Especialidad: Marketing y publicidad
InfusionSoft was great at first and exciting to learn the platform and start building campaigns. The campaign builder is by far the best part as it is very easy to understand and super easy to visualize your campaign the way it maps out. The elements, processes, communications, etc. are all on a grid map with arrows connecting and directing contacts where to go based on criteria, tags, and triggers you define and set. Once your developers connect everything you need, it is fun to create campaigns.
Two problems: the CRM is subpar and some integration connections are not ideal. In terms of CRM, there are a lot of preloaded fields as you could expect. The problem is that if there are fields you do not need or use for your business, you're stuck looking at them no matter what. You can create and add up to 100 new custom fields and define the type of field they are, but you cannot remove or even hide existing fields or tabs. Also, we used ScheduleOnce to connect to schedule leads who interacted with our site by filling out a form. Sometimes ScheduleOnce would update their system and cause problems with InfusionSoft and vice versa. Support from IS was quick to address and fix this when it was on their end though.
InfusionSoft is definitely fit for eCommerce businesses as it has a lot of tools built around this. Unfortunately, we are not an eCommerce business so this was not applicable to us. In this case, we needed better CRM and sales pipeline capabilities based on a manual sales process involving phone sales. InfusionSoft is overpriced for how it fits our needs.