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But it's just things like that that make the platform feel so outdated.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

It's a user friendly software, implementation and user adaptation have been quick, easy and seamless. Post sale customer service has been outstanding.

The reports functionality is also excellent in managing the quote/proposals in the system. The system is really user friendly and has been well worth it.

A little complicated to add vendors and specific partner logos. Limited times we need this but it does happen.

Daily use of IQX is very easy and user friendly. It has changed our quoting completely.

Used the free trial to see how it would possibly integrate with Zoho.

Great and simple to use to have all info organized.

There are other products that may have a prettier user interface but overall no real complaints.

Easy to integrate complex equipment costs that can have several options depending on final users necessity.

Simple and easy to create quotes and follow up.

The app is powerful and our requirements were fulfilled. The use of app has led to high quality professional quotes, and also time to prepare quotes has reduced.

Daily use of IQX is very easy and user friendly.

Intuitive, simple for use, delivery a very clear and powerful proposal to our customers.

Importing our initial items from quoter and zoho was very easy. Tech support walk me thru the process and it went very smoothly.

Easy to use configuration software to help our sales team product accurate proposals. We love the guided selling assistance especially for our new sales reps.

IQuote Xpress has been a fantastic addition to our organisation.

Outstanding the quality of the quotes generated. Great impact in our organization.

We strongly recommend using this tool to differentiate yourselves and create competitive advantages.

We selected iQuote after reviewing several options and found the integration with SF.com and the overall UI and logical ease of use was excellent.

That's a big problem with one of our manufacturers.

We can quote faster and more accurately. We can follow each dealers progress more easily than before.

We are not able to create our own configuration tools. Need to use the iQUoteXpress team for this.

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

iQuoteXpress (IQX) is a sales proposal automation solution that reduces the time and costs it takes to make sales quotes by more than half. Used across almost every vertical—tech, real estate, manufacturing, education, and more—IQX benefits any organization with a sales team that builds, sends, and tracks sales quotes.


With a dynamic product and pricing configuration engine and professionally designed templates, it enables salespeople with little or even no experience in creating proposals to make professional, accurate, and engaging sales quotes in just a few minutes.


IQX integrates with Zoho CRM and Books, Dynamics CE and F&O, Salesforce, Oracle, and other solutions with ease, and may also be used as a standalone solution.


And it’s a fully supported cloud-based solution: IQX developers can create your product/pricing configurations, upload templates, and assist you before, during, and after implementation.


IQX offers per-user, per-month pricing, enabling easy scalability for businesses across all major vertical markets.



Product Catalog

Proposal Generation

Electronic Signature

Product Configurator

Automatic Formatting

Approval Process Control

Collaboration Tools

Content Library

Audit Trail

Price and Cost Calculations

Client Portal

Pricing Management

Estimating

Accounting Integration

Discount Management

Real Time Reporting

Customizable Branding

Monitoring

Quotes/Estimates

Third-Party Integrations

Document Management

Online Catalog

Status Tracking

Requirements Management

Document Templates

Price/Margin Management

Customizable Reports

Document Storage

Access Controls/Permissions

Templates

Progress Tracking

Digital Signature

Guided Selling

Project Management

eCommerce Management

Automated Quoting

Version Control

Content Management

Multi-Currency

Configuration Management

Real Time Notifications

Knowledge Base Management

Standard: $39/user/month
Professional: $59/user/month

Keap vs iQuoteXpress

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Product Demo & Screenshots

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