A great tool for more advanced small business marketing automation

I've used Infusionsoft twice to accomplish marketing automation that Hubspot didn't handle well.

Pros

Infusionsoft is a great tool for small businesses that need to kick it up a notch with their marketing automation. It offers an easy to use visual workflow builder and although the learning curve is a bit steep, once users get the principles, the customization is a great trade off.

Cons

Infusionsoft does have its quirks and the learning curve can be steep for those who are not technical or logical. Recommend working with a partner to get past this challenge.

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.

Perfect CRM for small businesses!

Pros

Keap improves organization, increases productivity and delivers to your customers every step of the way with easy client database software. Eliminate the spreadsheet with Keap's customer management system. I love that all your customer activities and communications are gathered in one place. I also like the ease of use. It's hard enough to deal with the complex marketing challenges business owners face, but simple enough that you can train your staff to use this software in a matter of days. A software that I am generally satisfied with.

Cons

I haven't had any negative experiences so far.

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.

Infusionsoft not Keap

Excellent, I am approaching 7 years using this software and am still happy with it.

Pros

I use the Infusionsoft product as opposed to the Keap product. I like the flexibility and robustness of the campaign builder.

Cons

It can be challenging to train others on the intricacies of the campaigns.