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

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.

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.

For tiny, high-tech businesses, we leverage Keap's automatic lead follow-up features. It's an excellent method to keep track of leads and customers, stay organized, and know who to reach first thing in the morning. It can also be used to promote and follow up after trade shows, webinars, and the combination of text and email message marketing.

For times when I need to take a break from work, it's helpful to have a system in place that automatically follows up with leads. I really like the automated email and text message sending, lead scoring, and reports on who is signing up for webinars.

Keap is missing crucial functionality and customer support that are essential for any expanding firm. As soon as they left the CRM, all outgoing emails were flagged as spam. The interfaces for their template makers were equally unattractive.

Keap is an exceptional tool that we have greatly benefited from. It allows us to do many things that make our daily work within the organization easier; it allows us to very easily and accurately store our customer information, have efficient handling of email marketing and automations, create landing pages and funnels that help us attract leads and guide them on their journey from first interaction to conversion, and more. It has helped us automate our business and is excellent value for money for us.

In my organization, we have been using Keap as our main CRM for tracking our sales pipeline efficiently, but it has also been extremely useful for active engagement and tracking of all our marketing. It is a very versatile tool that allows us a great variety of actions; it allows any activity related to audience segmentation, communication control, and marketing automation, among others, to be done with ease thanks to all the features and functions it integrates. The marketing automation it provides has been one of the strongest points of this tool. It has saved us a lot of time and money.

There is a learning curve when starting to use the product, which is normal for a tool so rich in CRM and marketing functionalities. In terms of analytics, there is room for improvement. Finally, it could be more flexible to integrate with third-party tools, but that is more limited.

As a customer of 7+ years who used to be 100% on-board, even going as far as to fly to Phoenix to attend Infusioncon, I would not recommend Infusionsoft anymore. Pains me to say this. Too many bugs, too many excuses for things not working, not worth the hassle anymore.

I liked what this product was many years ago. Not so much in recent times.

Infusionsoft is broken for a few reasons. The first is that all out emails to Yahoo and Telus are bouncing. This is a problem that Infusionsoft has and knows about and has been working on for well over a month. As a result, expect days where some of your emails to Yahoo to go through, and days where none go through at all. For Canadians, that means all Rogers emails will bounce. The second issues is the lack of knowledge from Infusionsoft's customer service. Expect the person on the other end to have a very small amount of knowledge, and expect that they will go away and ask someone for an answer. If you speak to someone else 5 mins later then expect a completely different answer. Expect bugs. Lots of bugs. For example, sometimes contact field merging just doesn't work at all. Their workaround solution was to not mention the customers name in the email. "Hello John" should be replaced with "Hello". Another problem is merchant integration. Infusionsoft (now known as Keap) have slowly but surely been removing 3rd party merchants from working with Infusionsoft. If you use Keap payments which is their own merchanting, then you should be alright. If you use another merchant service then expect things to fail for you. As an example we used Beanstream as our payment gateway until one day we got a message saying that Infusionsoft hasn't been working correctly with Beanstream for a few weeks. I guess having their own merchant inhouse means they can have full control.