Infusionsoft by Keap Alternatives: Top Recommended Infusionsoft Competitors for CRM

By: on August 6, 2019

Infusionsoft by Keap is a cloud-based platform that offers customer relationship management (CRM), sales, and marketing automation capabilities. It offers users the ability to segment contacts, track customer interactions, run marketing campaigns, send email blasts, manage payments, send quotes, and organize the leads pipeline.

The tool offers Android and iOS apps and is suitable for small businesses.

But despite the various features and functionalities of Infusionsoft, buyers should explore its alternatives that are equally good. This would allow you to make fair assessments of each solution. Also, exploring these alternatives could avoid making poor and uninformed investments.

To help buyers make the right choice, this article lists the top five user-recommended Infusionsoft alternatives. Potential buyers can use this guide to read up about the deployment options, features, user feedback, and benefits.

Comparative list of Infusionsoft by Keap alternatives

AddressTwo

AddressTwo is a cloud-based solution that offers capabilities such as contact management, lead management, marketing automation, sales automation, and customer analytics. Its app work on both Android and iOS devices.

The tool is especially suitable for small and midsize businesses (SMBs).

In addition to the common CRM features, here are some key features of AddressTwo:

  • Virtual admin assistant: Embed the virtual assistant, Addy, on an email or forward an email to Addy to get information about a contact, send introductory emails, and enter data in the right field.
  • Lead scoring: Install a tracking script on your website to know when a lead reacts to your emails. The feature also provides detailed reports on leads. Get real-time engagement scores via an entire click-stream of the customer, customize the point values, and assign bonus points to pages to rate conversion.

What users liked:

  • Ability to send mass marketing emails and have customer emails automatically copied over to the customer’s record, which keeps the records always up to date.
  • The scalability that allows businesses to keep uploading large amounts of customer data and manage the customer pipeline. Users were able to easily track customer order statuses.
  • Quick access to customers and prospects in a particular ZIP code for on-the-field users. Users can also sync their Google Calendar to manage field visits.

Users would like to see:

  • Better synchronization with Outlook to ensure that no data gets lost.
  • A more advanced and customizable reporting feature even though users like the overall feature offering.
  • Shorter learning curve. The tool offers numerous features, which users feel takes a while to learn the software before being able to optimize its features.

Commence CRM

Commence CRM is a cloud-based CRM solution with several core functionalities similar to those of Infusionsoft. These include marketing automation, lead management, ticket management, and reporting. The vendor offers iOS and Android apps.

Commence CRM is suitable for SMBs.

In addition to the common CRM features, some key features of Commence CRM include the following:

  • Customer and channel partner portal: Connect with customers on an online portal they can use for service requests, access the knowledge base, and check the FAQs. This saves the time your agents spend on customer calls.
  • Conversations feature: Allow real-time collaboration between the staff to keep them connected. Team members can create groups of followers and send each other messages in real time.

What users liked:

  • Ease of use as users don’t require technical expertise to modify the software to their needs. They like the inbuilt design tools.
  • The tool’s contact management capabilities that allow users to easily search through contacts, companies, and projects.
  • Integration capabilities with email clients such as Gmail, Yahoo, and Microsoft Office. Users can log incoming and outgoing e-mail correspondence sent directly to/from a contact account or contact record.

Users would like to see:

  • More formatting options in text notes such as highlighting, bullets, fonts, and sizes.
  • An improved reporting functionality—users feel that exporting data isn’t a smooth process. They also want to be able to customize reports.
  • Better synchronization of the desktop database and an autosave feature so that users can avoid data loss.

Dolibarr ERP & CRM

Dolibarr ERP & CRM software is a cloud-based, open source platform. It offers multiple capabilities such as sales management, human resource management, product and stock management, financial management, marketing management, and reporting.

The tool works with Windows, Linux, and Mac operating systems, with apps for iOS and Android devices. It’s targeted at mostly SMBs and freelancers.

A few key features of Dolibarr ERP & CRM—apart from the common CRM ones—are listed below:

  • Contract creation: Create contracts using the prospect sheet. Users can reuse a proposal or an order as well as add predefined products and services to save time, or manually add all the content and information. They can also add relevant fields, such as the opportunity amount, along with the start and end dates.
  • 360-degree opportunity management: Link all the data, such as events, orders, and quotes, to each opportunity to store all the information in one place. Calculate the opportunity amount—based on the probability of conversion—to forecast revenue generation. You can change an opportunity’s status to “won” or “lost,” and duplicate the task as well as production process for another project.

What users liked:

  • Ability to personalize Dolibarr using the various available modules. Users like that the download and install functions are easy to execute.
  • Frequent software upgrades. Users like that they can connect with the Dolibarr community to discuss the upgrades and evolution of its modules.
  • Flexibility of having a free, open source solution. Users like that it’s multilingual, frequently updated, free to use, and accessible from a web browser.

Users would like to see:

  • A better graphical interface.
  • Advanced features for planning, forecasting, and adding recurring appointments in the calendar with greater efficiency.
  • Documentation for user training. While the product is simple to use, users feel that without customer support, it gets difficult for them to learn how to optimally use the tool.

TeamGram

TeamGram is a cloud-based CRM system that offers customer management, deal management, quotation, proposal, sales management, and more. It offers mobile apps for iOS and Android devices.

The software is suitable for SMBs in particular.

In addition to the common CRM features, the key features of TeamGram include the following:

  • Quote creation: Allows users to create professional-looking quotes. They can add product images, byline items, text blocks, and other product information in the quote templates. Also, they can send the designed quotes to customers.
  • Inventory management: Check product inventory when working on a sales opportunity. Automatically update the inventory once the customer and supplier order is fulfilled, so that the records are up to date.

What users liked:

  • The task management feature that helps them manage their to-do lists by assigning it to a resource and coordinating it.
  • Ability to manage a long sales cycle and create customer quotes from a single dashboard.
  • Ability to follow-up with customers about orders. Users like that they are able to easily communicate with the customers.

Users would like to see:

  • The ability to see phone messages on the task page and tag individuals on these messages to alert them. This would ensure that the calls aren’t missed.
  • A visually better reporting dashboard. They would also like to add company details in the reports.
  • An advanced lead management feature that filters out junk leads and pulls up information from the web.

Tubular

Tubular is a cloud-based CRM platform that offers task management, lead management, visual sales pipeline tracking, reports, forecasting, etc. It facilitates integrations with MailChimp, Typeform, Autopilot, and similar solutions. It offers Android and iOS apps.

Tubular is specifically targeted at SMBs.

Apart from the common CRM features, here are some key features of Tubular:

  • Gamification: Tracks the team’s performance using a real-time leaderboard, which can motivate employees with healthy competition. Each time an employee scores a lead, they could get an additional point. This would help them see the impact of their achievements on the overall company goals.
  • Customer profile: Transforms each new email into a complete company or customer profile. Your team can use these profiles to understand the customer. The tool can further identify top clients based on 85 different parameters that help you plan and prioritize communication.

What users liked:

  • The swift and easy way to create company profiles for new users. Users also like that the software implementation time isn’t too long.
  • The user interface that lets users easily create task templates and see their sales pipeline—with the revenue generation—at a glance.
  • Ability to easily add leads and update sales stages using features such as lead management and sales pipeline management.

Users would like to see:

  • Better email integration as sometimes, outgoing emails remain undelivered.
  • Improved search functionality as sometimes, users can’t find projects based on title names.
  • A more detailed knowledge base to inform users about all the integrations that the tool offers so that they do not miss anything.

Next steps

Before you purchase Infusionsoft by Keap for your business, we recommend checking out its alternatives. Try out a solution’s features, check for the deployment options, and ask about mobile apps to compare and decide which tool to purchase.

In addition, you should check out each alternative’s user sentiments and reviews to gain insights on the experiences of other users. Get additional information and read more reviews about each solution here:

We also recommend comparing other CRM solutions on Software Advice.

For more resources, check out our CRM FrontRunners quadrant to see the list of top-performing CRM products in the market. If you’re interested in getting personalized assistance, call our CRM advisors at (844) 680-2046 for a free consultation.

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