Infusionsoft by Keap

Complete CRM solution.

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.

Lead management and customer service in one convenient package!

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.

Affordable product.

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.