Infusionsoft by Keap

4.09 / 5 (1,076)

Our advisors have recommended this product 135 times in the last 30 days

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 various industries streamline sales and manage customer experiences.

Users can segment contacts, track customer interactions, send emails, as well as run campaigns with personalized communication triggers based on emails opened, clicks, and more. Users can also manage e-commerce, from inventory management to payments and purchase fulfillment, set up online shopping carts, track digital storefront activity, send quotes, invoices, and receipts.

The system’s reporting and analytics tools help users run analyses on parameter...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic)

1,076 Reviews of Keap

Average User Ratings

Overall

4.09 / 5 stars

Ease-of-use

3.5

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(474)

474

4 stars

(357)

357

3 stars

(142)

142

2 stars

(46)

46

1 stars

(57)

57

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 1076 results

December 2020

Mindy from Mindy Iannelli, LLC

Verified Reviewer

Company Size: 1 employee

Industry: Graphic Design

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

December 2020

Great for an all-in-one service

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

Pros

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

Cons

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

Reasons for Switching to Keap

I switched from ConvertKit and Dubsado because I can now do it all in one place instead of having two services, which makes things much more streamlined and takes less time for communication.

August 2019

Bob from Baker Book House

Company Size: 51-200 employees

Industry: Retail

Time Used: More than 2 years

Review Source


Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

August 2019

I love Infusionsoft

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

Pros

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

Cons

Search options are limited Onboarding costs are high

Reasons for Choosing Keap

The cost and ease of use helped me make my decision.

Reasons for Switching to Keap

I needed an email marketing program that would work with the CRM. Salesforce added quite a bit of cost to be able to do email marketing.

Response from Keap

Replied August 2019

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

May 2016

Suzanne from Independent Consultants

Industry: Marketing and Advertising

Time Used: Less than 12 months


Ease-of-use

3.5

Customer support

4.5

Functionality

3.0

May 2016

Great for eCommerce... Unfortunately, our sites are not eCommerce

Pros

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.

Cons

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.

February 2021

Jennifer from Vacation Play

Company Size: 11-50 employees

Industry: Telecommunications

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2021

Keeps the truth simple

Over all very satisfied. It does exactly what we need it to do for our company and for the clients.

Pros

The fact that we are able to view if a customer has gotten there email, when they got it, and if they opened it or not. It gives us the ability to help the customer feel secure in their purchase also helps to cover our end if one tries to lie and say they didnt recieve it.

Cons

I don't like that we have to change the password so often. I realize it is for safety reason it can sometimes be aggravating especially when in a hurry.

July 2020

John from ContentFirst.Marketing

Company Size: 11-50 employees

Industry: Marketing and Advertising

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

July 2020

Infusionsoft not Keap

Excellent, I am approaching 7 years using this software and am still happy with it.

Pros

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

Cons

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

Reasons for Choosing Keap

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

Reasons for Switching to Keap

Simplicity and price