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But it's just things like that that make the platform feel so outdated.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

Developer resources are limited - sometimes it can take a very long time to see enhancements to the platform. In some cases we have had to wait over a year on things to roll out.

Ease of use and for both the advocacy team and sales team. Easy to find out who the contact person is an what they have done.

Request management is easy to tract, especially at a product-level. Reporting is robust, and the support team is very quick to respond to issues and to implement fixes or solutions.

Getting other aspects of the business on-board and trained on the application is sometimes difficult.

Quick searches even though we have a ton of accounts listed. Great number of separation fields.

Admin reporting requires a bit of manual attention before it is useful. Email notifications triggered by the system are a poor user experience.

It was wonderful to have one place that held all our reference information, and it was easy to access and find the information that we needed within a few minutes, rather than hours.

Lots of options within the system can lead to a little bit of difficulty in getting the most out of the integrations.

We implemented RO almost 2 years ago because we had no main hub for all of our content.

I've found the software to be easy to use, and it was a great user experience overall.

RO Enablement is the best in class reference management platform available.

Makes setting up references simple and helps the Sales team to select what they are needing and helping me with their requests so we are all on the same page.

Very straight forward product with a very intuitive data structure. Very easy to read and I would recommend this tool to anyone.

It helps me keep track of our advocates and match them to requests that are a good fit for them. It also allows me to protect them from overuse and recognize them for their contributions.

RO Innovation is an excellent customer advocacy tool that I use daily.

Great time saving through one single system with all the information needed for our valuable reference information. Easy to use UI and integrations.

The ability to customize and how well it aligns with our program. We like the ability to integrate into Salesforce.com.

Once we get the necessary integrations in place, we'll be able to take advantage of all the features and capabilities of the software.

Now my information is very organized and it's pretty easy for me to pull the information I need out of it. The RO team is very responsive and easy to work with.

We use it primarily as a content repository and it's great. Easy to search and find specific content based on tags.

Ve found the software to be easy to use, and it was a great user experience overall.

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

Upland RO Innovation is customer reference management software that puts the spotlight on your best advocates so you can enhance brand visibility and win more deals.

Make it easy to find approved references by eliminating the chaos of frantic emails or messages.

Monitor and report on customer reference requests and approval statuses across various teams.

Take a proactive approach to identify and promptly address gaps in your reference funnel.

Establish thresholds to prevent reference burnout.

Thousands of users in sales, marketing, and customer success rely on RO Innovation to search for references, engage their best advocates, and grow their pool of reliable references.

Top 3 reasons customers love RO Innovation:

Foster team collaboration: Bid farewell to the chaos of frantic emails or messages when seeking references from colleagues. Streamline the process by efficiently notifying, monitoring, and reporting on all customer advocacy activities and approval statuses across diverse regions and teams in one system. 

Connect customer references with the buyer journey: Match your customer's references with the right stage of the buyer journey, from awareness to the final closed-won phase. Gain additional insights to strategically target references based on opportunity type, ensuring the best matches are made at various stages of the sales cycle.

Provide more context in your CRM for sales opportunities: Achieve seamless CRM integration, empowering you to configure workflows that automatically track the impact of reference activity throughout your sales funnel. Capture essential details at the contact, account, and opportunity levels.



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