Infusionsoft by Keap is a comprehensive business management solution that combines CRM, marketing automation, and e-commerce functionalities in one platform. While set-up may require training, its all-in-one capabilities make it a valuable tool for streamlining operations and improving customer engagement.

Infusionsoft by Keap Specifications

Campaign Management

Lead Generation

Customer Segmentation

Email Marketing

View All Specifications

What is Infusionsoft?

Overview

Infusionsoft by Keap is an award-winning integrated e-marketing and sales solutions software for small businesses. It is the only software that provides an all-in-one platform that automates sales, marketing and, business procedures. The solution offers tools to manage and optimize Customer Relationship Management (CRM), E-commerce, customer lifecycle, marketing automation, and lead scoring.

It allows users to organize their lead and client data in one place. All client communications from Microsoft, Outlook and, Gmail are synced and gathered in one place. It can not only be used to manage online sales operations, but also to create marketing campaigns based on personal interests. Integration is supported with other sales and business management services such as Quickbook and SalesForce.

With Infusionsoft, users can build customized marketing workflows that automatically trigger specific email sequences based on tags and client actions. Through customization, users can send automated custom emails to a selective customer base. It is easily accessible through iOS and Android-enabled tabs and phones. Active customer support is available via FAQ, email, and phone.

Infusionsoft by Keap Reviews

Overall Rating

3.9

15 Review(s)

Rating Distribution

5

star

(4)

4

star

(8)

3

star

(2)

2

star

1

star

(1)

October 2022

Complete CRM solution.

Jorge D.

Information Technology and Services

Ease of use

8

Value for money

6

Customer Support

8

Functionality

6

Pros

Keap is not just a marketing automation service, but an entire CRM. The features it offers are extremely powerful. I have been able to create campaigns that would automate emails tailored to each target contact according to the information you have on them. We can also select what needs to be sent to a client if they provide a response to a query on a form. Each and everything can be tailored based on the status of our clients like the state they reside in. We can ethically track people and alter what they see if they frequently log into your membership site and visit some pages more than the others.

Cons

Dont even think about using it on your own though. You will be needing to hire some specialists or train your staff to the fullest to reap its benefits. Many individuals criticize it as being overly pricey and difficult to use, and rightly so. It simply wouldnt be able to give you all the benefits it offers if an inexperienced user is at the steering wheel. During their presentations and seminars they have claimed that it is a DIY, self-serve solution. Which is an absolute lie. I am an engineer myself and it was unusually difficult to operate this for me as well.

October 2022

Lead management and customer service in one convenient package!

Demian H

Information technology and services

Ease of use

7

Value for money

7

Customer Support

7

Functionality

9

Pros

Keap has always had a positive reputation in the market, and Infusion is an excellent example of software done right. I think it’s amazing how well it compiles the resources for innovative campaigns and business solutions due to the abundance of integrations with other systems. Keap has met our unique demands time and again and helped us in lead management, email campaigns, VOIP, and Gmail integrations. If we need anything beyond the everyday features, its very simple to integrate things as necessary. There’s virtually no limit to email automation and the businesses that can be handled.

Cons

My advice for any new users is to go through the Keap Academy training at least once if you wish to get the most out of it. There’s nothing I dislike about the software in particular. However, there are some fixes that need to be made here, like allowing many emails into a campaign to save time compared to creating each email individually, and a simplified contact view would be welcome for basic users who only need access to contact details. I believe that lower-level Keap users have access to a really attractive basic view, which is very helpful, but the same basic user view is not available to those advanced users.

August 2019

Affordable product.

Alysa

Precision Marketing Group

Ease of use

8

Value for money

10

Customer Support

10

Functionality

10

Pros

The product is affordable. Anyone who is thinking of getting a cost-effective product can go with this one. It has a lot of features to offer. It is a resourceful tool. For me it is sufficient as my main goal was to manage and communicate with the contacts.

Cons

This system seems a bit old-fashioned. I used it previously, and then stopped using it for some reason. However, when I got back, nothing had changed, and it was as I left it before.

August 2019

Great marketing solution.

Sean

Insurance

Ease of use

8

Value for money

8

Customer Support

9

Functionality

8

Pros

The major pro for me is the ability to multitask. It is easier to set appointments and prepare for sales calls with our clients. It is easy to use. Even when we’re not in the office, we’re able to engage with potential clients. The interface is pretty easy to understand and helps us know where our main focus needs to be. It has helped us in communicating with our clients about anything and at any time.

Cons

It would be nice if it operated in real-time, as we always have to keep refreshing the dashboard.

July 2019

Infusionsoft

Tim

FP1

Ease of use

7

Value for money

8

Customer Support

9

Functionality

9

Pros

It was easy to learn how to use it. I didn’t take any trainings at all, and didn’t research as well, but it’s pretty simple as I figured it out all myself. It is able to store all the user information. It is easy to tag users and store their information in the database. It has pre-built fields which has made it a lot easier for us.

Cons

They should add a little more integration options.

July 2019

The Best!

Martin

Gobierno de la Ciudad de Buenos Aires

Ease of use

9

Value for money

9

Customer Support

8

Functionality

9

Pros

This tool is complete in every way. It offers tons and tons of features and functionalities. It is way too professional as well. It lets you plan a complete digital marketing strategy and establish a proper workflow.

Cons

It is not the best choice for small businesses as it is expensive, but Enterprises can invest in 360 marketing. They do not have the documentation in Spanish.

July 2019

Infusionsoft Review

Melissa

Regenexx LLC

Ease of use

9

Value for money

9

Customer Support

9

Functionality

10

Pros

It is a great software. It is easy to use, and I can completely rely on it. It always notifies or reminds me whenever I set a follow up. It is capable of storing and tracking all the contacts. It has helped me do a lot better.

Cons

None.

July 2019

Worth it.

Chris

Interlog USA, Inc.

Ease of use

7

Value for money

9

Customer Support

9

Functionality

7

Pros

It is worth it. It definitely works in a very different way than many other marketing software or CRMs. Although, the email marketing feature that it provides is exclusive. It is complete and does everything that you want it to do. It is great for email marketing and has great deliverability.

Cons

It has a learning curve. Not that easy to get used to how things work, and even when you learn, it always seems like you can do it in a much better way.

July 2019

Not that great.

Fehbe

Blueprint

Ease of use

8

Value for money

8

Customer Support

8

Functionality

6

Pros

It helps in keeping track of all the leads. Lead development and management. It provides the ability to create landing pages within the system. Keeps track of all the data.

Cons

The templates do not do much. They do not offer a lot of freedom in customization and is not capable to do much. There are many things that it is not able to do, and all you’re left with is desire.

July 2019

Lacks spam blocking.

Jeffrey

Skinner Law Firm

Ease of use

8

Value for money

8

Customer Support

8

Functionality

8

Pros

The campaign builder works great and provides with a lot of flexibility and unlimited tags. Tasks can be created in a specific manner. It helps with follow up reminders and a lot more.

Cons

The online form does not block any kind of spam. We get a lot of spam everyday just by the form created by Infusionsoft. It needs to be more effective in blocking out spam.