I really like the hands-on approach to this program. The ability to actually configure (pardon the pun) and customize all the features is, in my view, important, very important.

Very good, easy to customize, easy to use. It's wonderful to convey its value to customer.

The ability to configure or design your product and see the resulting image immediately is the feature most appreciated by our customers.

Very versatile and flexible but robust to handle everything we are doing now and going into the future.

Versatility and overall implementation is accessible. Customer service is really good to match the software capabilities to business needs.

The software includes lots of functionalities and this helps to fit to different industrial sectors. It can be used worldwide harmonizing processes and documents in an unique platform.

From the company perspective, we most appreciate the integration with our ERP system so product and pricing information is updated automatically.

ConfigureOne - If you know what you're doing, it works great.

This also allows us to monitor the cost and profit margin for each project.

The ability to manipulate the interface to do what you need it to do. The ease of use is fantastic for the end user.

Good integration with Salesforce and a lot of customization possible if you have the skillset.

The ability to customize the interface and the power the software gives to both our users and administrators is amazing.

User interface is confusing and hard to change. You need an experienced web developer to write the CSS to modify your site.

The automatic logged out error keeps popping up now and again (regardless the use of browser and open programs).

Configure One gave us a Fantastic Return on our Investment.

Great company and easy to deal with. Great help to setup and build our configurator.

I like that it has the ability to be customized to fit our industry. We can make the program ours and create features solely for us.

The admin and user training is very thorough. The customer service during configuration and implementation is the best I've ever experienced from any software company.

Too bad the level of discount cannot be arranged in C1 in the way we need it (standard functionallity). The set-up of our 4- and 6- numbers is pretty complex and time consuming.

Extremely difficult to use; insufficient integrations; many customer service reps had poor English language skills.

When linkedin changed their url format I was stuck with over 3000 records with bad url's.

It is somewhat customizable. We like the reporting features, and the ability to incorporate other tools like Zapier to work with InfusionSoft.

Some functionality has been lost in transitioning to keap ownership.

Sick and tired of paying money for something no one can make function and do what I need.

We found this one of the best CRMs in market and application built quality is great.

The fact that we can design the whole campaign on a drawing board like the platform is something that I think everyone should do. It just gives you a good overall view of how we are running things.

The only bad thing is that it has no documentation in Spanish and that it is a bit expensive.

I started with Infusionsoft before it was Keap. Customer service was way better before the were bought out.

Landing pages rarely work and I have had multiple events and lost hundreds of leads during the KEAP take over of Infusionsoft. Now I have too much money invested to make a switch.

My overall experience is fantastic. Infusionsoft is advanced and I applaud the creators for their brilliant and creative minds.

I requested a cancellation of our acccount which, to this day, has not been actioned. I have had to go to my bank to block further charges of my account.

No meaningful R&D, poor support, and no email integration.

Keap has really been awesome so far and I will keep using it.

But it's just things like that that make the platform feel so outdated. For the first couple of years, we felt like the customer support was fantastic.

I don't know much about the pricing, but I have heard that it's a great value comparatively.

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.

We love Infusionsoft because it is user friendly, intuitive and we have been able to combine our marketing campaigns into the software.

There is a learning curve to understanding how to set up and send emails. It's also hard to manage email contacts.

I am happy with their level of support as well. I would recommend it to someone that is serious about building an online business.

Positive experience and great customer support.

US Dollar

Configure One CPQ is a cloud-based product configurator designed specifically for products that are configurable, customizable or have multiple options. The configurator solution is compatible with both large and small businesses. It is designed for manufacturing and can serve the needs of many different industries within the overall manufacturing umbrella.


Configure One CPQ can be used as a sales configurator and proposal generation tool, a production configurator, or both. Quotation and pricing, bill of materials (BOM) and routings, visualization, and other native components can be optionally added on to the system. In addition, the system has the capability to integrate with all major business systems to include SAP, Oracle, IFS, JD Edwards, Salesforce, NetSuite, and many others.


Configure One CPQ can handle operations for both sales and production. The system can generate BOMs, quotes, real-time three-dimensional graphic displays, and other helpful tools. Specializing in companies that offer configurable products, the system is built to reflect specific needs.



LongDescription

Document Templates

Cataloging/Categorization

Proposal Generation

Access Controls/Permissions

Data Synchronization

Real-time Product Visualizations

3D Digital Asset Management

Product Configurator

Order Management

Guided Selling

eCommerce Management

Automated Quoting

Self Service Portal

Contact Management

Pricing and Cost Calculations

Opportunity Management

Price and Cost Calculations

Bills of Material

For Customer Use

Client Portal

Pricing Management

Workflow Management

For Internal Use

Data Visualization

3D Imaging

Rule-based Configuration

Discount Management

Customizable Branding

Approval Workflow

Quotes/Estimates

Third-Party Integrations

2D Drawing

Sales Forecasting

Online Catalog

Item Management

Data Catalog

BOM Creation

Parts Management

Third-Party Integration

Single-level BOM

Multi-Currency

Price/Margin Management

Approval Process Control

Customizable Templates

Document Management

Visual Configuration

Rules Engine

Mac OS

Web browser (OS agnostic)

Windows 8

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

11-50

51-200

201-500

501-1000

1000+

Configure One Cloud

In Person

Live Online

Webinars

Documentation

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 parameters such as emails, campaign performance, and ROI data. Users can access Keap remotely on Android and iOS devices. It offers integration with QuickBooks, SalesForce, Outlook, Gmail, plus more. 


Pricing is on a monthly subscription basis and includes support via phone, email, and FAQs. 



A/B Testing

Lead Notifications

Customer Surveys

Multi-Channel Marketing

Electronic Payments

Personalization

Social Marketing

Request Assignment

Lead Engagement

Lead Capture

Activity Tracking

SEO Management

Customer Segmentation

Drip Campaigns

Customer Service Analytics

Responsive Web Design

Sales Pipeline Management

Referral Tracking

Task Scheduling

Calendar/Reminder System

Relationship Tracking

Invoice Management

Lead Distribution

Projections

Knowledge Management

Multi-Campaign

Pipeline Management

Sales Orders

Customer Database

Shopping Cart

Calendar Management

Customizable Fields

Sales Trend Analysis

Campaign Scheduling

Template Management

ROI Tracking

Data Import/Export

Campaign Segmentation

Email Tracking

Promotions Management

Campaign Planning

Customer Support

Lead Generation

Email Templates

Customer Activity Tracking

Subscriber Management

XML/RSS

Form Builder

Configurable Workflow

Lead Management

Conversion Rate Optimization

Email Marketing

Mobile Access

List Management

Sales Reports

Sales Activity Management

Real Time Data

Performance Metrics

Routing

Territory Management

Click Tracking

Shared Contacts

Marketing Automation

Landing Pages/Web Forms

Request Escalation

Lead Segmentation

Email Management

Source Tracking

Dynamic Content

Event Triggered Actions

Visual Analytics

Customization

Activity Dashboard

Alerts/Notifications

CAN-SPAM Compliance

Reporting & Statistics

Predictive Analytics

Segmentation

Reminders

Visitor Tracking

Website Visitor Tracking

Sales Automation

WYSIWYG Editor

Billing & Invoicing

Image Library

Conversion Tracking

Lead Nurturing

Interaction Tracking

Web Forms

Keap is available across three pricing plans based on the number of users and contacts.

Configure One Cloud vs Keap

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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