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But it's just things like that that make the platform feel so outdated.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

A great level of customization is possible. The team is supportive when it comes to changes.

No track of the same also unless user find it out. Also when we request a change, it would be done but they never see the side effects of it.

This product is good and has so many features which could help your organization and MI in supporting business.

Wealth Management Firms Most Suitable SimpleCRM.

For a small company like ours it was very easy to get started with the tool Customizing it was not very difficult. And we could get most of our workflows on to the new system fairly easily.

The cost of the software can be lowered for domestic client.

Overall, easy to set up, easy to use, though lacks some functionalities like integration with LinkedIn.

As with all software it has bugs, but no real game changers.

As a business we have been with SimpleCRM since it started. We are very pleased with the leadership, management and desire to continually enhance the product as per change of service requirements.

Easy integration with other software. Great Assistance and team support for query redressal.

It helped us to manage all our client portfolios effectively and generate a profitable dashboard for each customer.

However, I still believe in the fact that there will always be  a chance of improvement.

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

Mac OS

Web browser (OS agnostic)

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

SimpleCRM, offered by Simpleworks, is an exceptional CRM and AI-based solution designed specifically for mid-sized and large enterprises in the Asia Pacific, Middle East, and North Africa regions. With headquarters in Singapore and development centers in Nagpur and Hyderabad, Simpleworks ensures high scalability and adheres to ISO 27001:2013 standards, providing a reliable and secure platform. Our expertise extends beyond the Asia Pacific region, allowing businesses in the Middle East and North Africa to leverage SimpleCRM's robust features and capabilities to streamline customer relationship management and drive business growth. With our comprehensive solution, businesses in these regions can enhance customer experiences, optimize processes, and achieve their CRM objectives with confidence.

The solution offers a diverse portfolio of products tailored to meet various business requirements. It includes an Omnichannel Support Centre System, Omnichannel Lead Management System, Marketing Automation, Sales Mobile App, Smart AI Chatbot, Digital Account Opening Solution (Mobile App & Bot), and AI-Based Predictive Analytics. This comprehensive range of products empowers businesses to streamline customer support, optimize lead management, automate marketing processes, enhance sales activities, and harness the power of AI for intelligent decision-making.

Backed by a team of approximately 100 dedicated professionals with vast experience in over 400 CRM projects, SimpleCRM provides robust product support. The company has a global presence with sales and support offices and partners worldwide, ensuring exceptional service and assistance. With a track record of successful delivery and expertise gained from over 350 software projects, Simpleworks serves a notable customer base that includes prominent insurance and banking organizations across Asia.

Whether catering to large enterprises with CRM users ranging from 500 to 5,000+ or SMBs with CRM users ranging from 5 to 500, SimpleCRM caters to the diverse needs of businesses in the Middle East, North Africa, South Asia, and Southeast Asia regions. Offering impressive product capabilities, reliable support, and extensive industry experience, SimpleCRM from Simpleworks emerges as the ideal CRM solution for businesses seeking to optimize customer management, drive growth, and stay ahead in a competitive market.

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