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But it's just things like that that make the platform feel so outdated.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.

Our company requires us to use Jenesis in order to help them attract new customers and create basically an insurance agent network.

Such a huge improvement from our basic system we were using before, it finally feels like we can trust the information that's in our customers electronic file.

I started in the insurance business on jenesis and now all other systems are ruined for me.

The integration their software uses to interface with our providers is a HUGE help.

Sometimes it will work, and sometimes there is a time delay on the message to show. At times, my typed message just doesn't show up at all.

Our experience with Jenesis has been wonderful. The staff is quick to respond, solve, and address any issues or concerns we may have.

Easy to use, user friendly, it makes policy management a whole lot less complicated. The Technical support team is friendly and eager to help.

Very easy to use and friendly. Integrated email and system letters.

Great reports available quickly and accurately. By far the best value for the money in the industry today.

I love that I have a clinet list that will remind me of who I visited during the day.

What I like most about this software is that it is really easy to use and navigate.

I like the most about Jenesis that the system is very easy to work. Also if we have an issue we call Jenesis and do their best to fix.

I enjoy the ease of Jenesis. It lets me make certificates of insurance which is very helpful.

The lack of on hands training done by the company as all is on computer and no hands on and the one sent to do it had to refer to the book all the time.

Easy to navigate through the system with good training.

Some of the algorithms can be annoying but I know it's due to our administrator requested it.

My over all experience with Jenesis has always been good. They have a great customer service team that is always there.

Lots of problems with commercial imports , items disappearing (aka: quotes,note,etc) when system I guess has not had a compact and repair so not sure whos end this falls on.

The software will excel your agency to the next level. Pricing is very competitive, and customer service is unmatched.

We like the cost and that it is user friendly for the most part. The people at Jenesis are great and VERY HELPFUL.

Overall, Jenesis is a great software. Their team is fantastic and we have used them for 12 years.

Very easy to use, Intuitive, cost effective software with wonderful options.

Right now we are trying to fix all the errors we are obtaining such as receipts, printing cancellations.

Customer service is great. We are provided us with website data on a monthly basis and get suggestions on improving our presence on the internet when needed.

It has been easy, the customer service has been great at helping us resolve our problems in the office.

I hate doing the updates, because then things go wrong.

Jenesis has a robust platform with a low cost. It is adequate for most smaller agencies.

My overall experience with the Jenesis Software has been wonderful. Very user friendly and I feel more productive and efficient since everything is in one place.

US Dollar

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. 



LongDescription

A/B Testing

Cataloging/Categorization

Lead Notifications

Customer Surveys

Multi-Channel Marketing

Electronic Payments

Personalization

Social Marketing

Request Assignment

Lead Engagement

Lead Capture

Activity Tracking

SEO Management

Data Synchronization

Customer Segmentation

Drip Campaigns

Customer Service Analytics

Responsive Web Design

Sales Pipeline Management

Referral Tracking

Task Scheduling

Order Management

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

Self Service Portal

Subscriber Management

Contact Management

XML/RSS

Pricing and Cost Calculations

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

Workflow Management

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

Customizable Templates

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.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

Keap

In Person

Live Online

Webinars

Documentation

Videos

Jenesis is designed specifically for the independent insurance agency, offering a seamless platform to manage various aspects of insurance agency operations efficiently. Jenesis offers a robust agency management system with a wide array of features tailored to streamline workflows, enhance client relationships, and boost productivity. From policy management and quoting to customer relationship management (CRM) and reporting, Jenesis provides a centralized hub for all essential agency functions. Its intuitive interface and customizable workflows enable users to tailor the system to their specific requirements, enhancing efficiency and productivity. Jenesis' Web-based system offers flexibility allowing agents to work remotely, collaborate seamlessly, and provide superior service to clients on the go. Jenesis also offers website design and digital marketing services making Jenesis a comprehensive solution for insurance agencies.


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