About Infusionsoft by Keap

Infusionsoft by Keap offers an online sales and marketing solution built exclusively for small businesses. The solution offers robust features like lead generation, marketing automation, email and social media engagement and lead tracking, among others. The system provides integrated CRM functionalities, allowing small businesses to organize contracts, score leads, record engagements and analyze contact's behavior according to their level of participation.

The marketing automation tool allows engaging with the audience with personalized follow-up messages. The 'Campaign Builder' feature helps in designing and running marketing campaigns actively with complete monitoring of entire activities.

Infusionsoft by Keap also provides e-commerce tools to help ...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic)

1,061 Reviews of Infusionsoft by Keap

Average User Ratings

Overall

4.10 / 5 stars

Ease-of-use

3.5

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(469)

469

4 stars

(353)

353

3 stars

(140)

140

2 stars

(46)

46

1 stars

(53)

53

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 1061 results

May 2019

Crystal from Northern Michigan Wedding Officiants

Verified Reviewer

Company Size: 1 employee

Industry: Think Tanks

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2019

Porsche of CRM's

They've been super supportive and helpful. Whenever I've had problems understanding anything, even when my mother passed on, they were very allowing and there for me. The people in chat and in customer support are always always patient, knowledgeable and friendly. I talk with them often! I can't say enough how helpful they are.

Pros

I wish I knew how to use all of it. There's always a new function that it can do to save me time. Since I don't have a team, Keap is like my own secretary, streamlining functions.

Cons

It takes so long to set up. The look of emails is very flat and uninteresting. Word processing in the individual letters I send out takes forever. It's definitely not a great place to write letters.

Reasons for Choosing Infusionsoft by Keap

A lot of the big names in marketing always had "Infusionsoft" at the bottom of their emails so I knew they must know something I didn't. When I decided to try it out, I was thinking big, probably too big. I believed it would help my business grow. (It hasn't YET but I still am able to do more with Infusionsoft.) Once campaigns are set up and the kinks worked out I love watching them work for me.

September 2019

Daniel from Dragon veterinary

Company Size: 2-10 employees

Industry: Computer Software

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

September 2019

Well thought out and executed CRM

Having a central place for all of our information, and the ability to tag people automatically has saved lots of time and definitely increased or ability to connect with clients and sell. Using the automated email campaigns and sequences to offer automated free trials as opposed to having to manually send out emails has been a lifesaver.

Pros

The customization options are nearly endless. The embeddable forms, that can trigger tags, which can trigger sequences such as email campaigns, have saved us hours of formerly manual work every day. The campaign builder is incredibly deep and robust, allowing for anything you can imagine. The thought given to different ways to do nearly everything is great. They have a /Tellus page and are responsive to suggestions. I recently mentioned on the that when adding a contact, the email field should automatically trim whitespace from each end, because when copying and pasting it often have an error. Within 2 weeks, that change had been implemented. The import from CSV file options are very robust. Lots of third party integrations, and a robust API. Very helpful community for questions with actual developers there.

Cons

The search is a little clunky. It's great if you're searching name, phone number or email address, but to search anything else like custom fields requires going to a separate page and finding that field. Would be great if there was an option to "search all the things", or to add custom fields to the default search. Not really their fault, but because we sell products in both Canada and the US in 2 different currencies, we're unable to use their ordering forms. When you leave it idle, rather than timing out gracefully, you lose any unsaved info. I know that's more of a "my workflow, why the hell aren't you saving your work" issue, but it's still annoying. Campaign builder doesn't work in Firefox, so I'm forced to use Chrome for that...

Reasons for Choosing Infusionsoft by Keap

Customization, integrations, email campaign options

June 2020

Doug from ActionCOACH Team Sage

Verified Reviewer

Company Size: 2-10 employees

Industry: Professional Training & Coaching

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2020

Don't know how I would do my business without it!

Infusionsoft literally runs all the backend functions of my business and even some of the front end operations. We use it for all our billing, our email marketing, tracking our progress with our clients, even some of our scheduling. I even keep finding new ways to integrate it into our business, it's fantastic.

Pros

I love it's flexibility and ability to automate processes that used to take up a lot of my time. It integrates with loads of other softwares, so I can literally use it to run almost my whole business.

Cons

The biggest con of the software version that I use is that it's so flexible that it can be confusing to operate, this is why I think it's so great that they have now released a simplified version that can work for almost anyone.

May 2016

Suzanne from Independent Consultants

Industry: Marketing and Advertising

Time Used: Less than 12 months


Ease-of-use

3.5

Customer support

4.5

Functionality

3.0

May 2016

Great for eCommerce... Unfortunately, our sites are not eCommerce

Pros

InfusionSoft was great at first and exciting to learn the platform and start building campaigns. The campaign builder is by far the best part as it is very easy to understand and super easy to visualize your campaign the way it maps out. The elements, processes, communications, etc. are all on a grid map with arrows connecting and directing contacts where to go based on criteria, tags, and triggers you define and set. Once your developers connect everything you need, it is fun to create campaigns.

Cons

Two problems: the CRM is subpar and some integration connections are not ideal. In terms of CRM, there are a lot of preloaded fields as you could expect. The problem is that if there are fields you do not need or use for your business, you're stuck looking at them no matter what. You can create and add up to 100 new custom fields and define the type of field they are, but you cannot remove or even hide existing fields or tabs. Also, we used ScheduleOnce to connect to schedule leads who interacted with our site by filling out a form. Sometimes ScheduleOnce would update their system and cause problems with InfusionSoft and vice versa. Support from IS was quick to address and fix this when it was on their end though.

August 2019

Bob from Baker Book House

Company Size: 51-200 employees

Industry: Retail

Time Used: More than 2 years

Review Source


Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

August 2019

I love Infusionsoft

I have enjoyed using Infusionsoft for 4 years. It is a great value for what you get. Onboarding is costly but monthly fees are reasonable. Support is mostly provided by 3rd parties.

Pros

Easy to use. I can create Campaigns and email marketing Does a great job of segmenting customers

Cons

Search options are limited Onboarding costs are high

Reasons for Choosing Infusionsoft by Keap

The cost and ease of use helped me make my decision.

Response from Keap

Replied August 2019

Bob, Thank you so much for the high marks and your valuable feedback! So glad to hear the power of the product is beneficial to you and your business! All the best, Paige, Social Media Specialist at Keap