Keap (formerly Infusionsoft)

Keap (formerly Infusionsoft)

by Keap

Who Uses Keap (formerly Infusionsoft)?

Software designed specifically for small businesses, Keap intelligently helps you get your daily work done.

What Is Keap (formerly Infusionsoft)?

Step up to all-in-one sales & marketing software designed for growing service-based businesses, ranging from entrepreneurs and startups to larger teams. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business and delivering great service.

Keap (formerly Infusionsoft) Details

Keap

http://www.infusionsoft.com

Founded 2001

Keap (formerly Infusionsoft) Pricing Overview

Keap (formerly Infusionsoft) does not have a free version but does offer a free trial. Keap (formerly Infusionsoft) paid version starts at US$79,00/month.

Starting Price

US$79,00/month

Pricing Details

Pricing starts at $79 & includes everything you need to grow your business.

Free Version

No

Free Trial

Yes

Deployment

Cloud, SaaS, Web

Training

In Person

Live Online

Webinars

Documentation

Support

Business Hours

Online

Keap (formerly Infusionsoft) Features

CRM Software
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Generation
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Business Card/Badge Scanning
Calendar/Reminder System
Document Storage
Forecasting
Lead Scoring
Live Chat
Marketing Automation Integration
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Contact Database
Contact Import/Export
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search/Filter
Segmentation
Shared Contacts
Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search
A/B Testing
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Calendar Management
Client/Property Matching
Commission Management
Contact Management
Document Management
Email Marketing
Lead Management
Listing Management
Property Management
Website Management
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
A/B Testing
Analytics
Customizable Templates
Drag & Drop
Form Builder
Real Time Editing
Responsive
SEO Management
Campaign Management
Interaction Tracking
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management
A/B Testing
Analytics/ROI Tracking
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages/Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking
Cataloging / Categorization
Customer Service Analytics
Customer Support Tracking
Email Response Control
Knowledge Management
Live Chat
Performance Metrics
Search
Self Service Portal
CRM
Data Security
Email Marketing
Inventory Management
Kitting
Mobile Access
Multi-Channel Marketing
Multi-Store Management
Promotions Management
Returns Management
Reviews Management
SEO Management
Templates

Keap (formerly Infusionsoft) Reviews

Showing 5 of 1 061 reviews

Overall
4,1/5
Ease of Use
3,5/5
Customer Service
4,1/5
Features
4,1/5
Value for Money
3,8/5
Crystal Y.
Wedding Officiant
Think Tanks, Self Employed
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    3/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2019/05/18

"Porsche of CRM's"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 2019/05/18
Daniel S.
Head of technical support
Computer Software, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2019/09/20

"Well thought out and executed CRM"

Comments: Having a central place for all of our information, and the ability to tag people automatically has saved lots of time and definitely increased or ability to connect with clients and sell. Using the automated email campaigns and sequences to offer automated free trials as opposed to having to manually send out emails has been a lifesaver.

Pros: The customization options are nearly endless. The embeddable forms, that can trigger tags, which can trigger sequences such as email campaigns, have saved us hours of formerly manual work every day. The campaign builder is incredibly deep and robust, allowing for anything you can imagine. The thought given to different ways to do nearly everything is great. They have a /Tellus page and are responsive to suggestions. I recently mentioned on the that when adding a contact, the email field should automatically trim whitespace from each end, because when copying and pasting it often have an error. Within 2 weeks, that change had been implemented. The import from CSV file options are very robust. Lots of third party integrations, and a robust API. Very helpful community for questions with actual developers there.

Cons: The search is a little clunky. It's great if you're searching name, phone number or email address, but to search anything else like custom fields requires going to a separate page and finding that field. Would be great if there was an option to "search all the things", or to add custom fields to the default search. Not really their fault, but because we sell products in both Canada and the US in 2 different currencies, we're unable to use their ordering forms. When you leave it idle, rather than timing out gracefully, you lose any unsaved info. I know that's more of a "my workflow, why the hell aren't you saving your work" issue, but it's still annoying. Campaign builder doesn't work in Firefox, so I'm forced to use Chrome for that...

  • Reviewer Source 
  • Reviewed on 2019/09/20
Doug B.
COO
Professional Training & Coaching, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020/06/17

"Don't know how I would do my business without it!"

Comments: Infusionsoft literally runs all the backend functions of my business and even some of the front end operations. We use it for all our billing, our email marketing, tracking our progress with our clients, even some of our scheduling. I even keep finding new ways to integrate it into our business, it's fantastic.

Pros: I love it's flexibility and ability to automate processes that used to take up a lot of my time. It integrates with loads of other softwares, so I can literally use it to run almost my whole business.

Cons: The biggest con of the software version that I use is that it's so flexible that it can be confusing to operate, this is why I think it's so great that they have now released a simplified version that can work for almost anyone.

  • Reviewer Source 
  • Reviewed on 2020/06/17
Suzanne D.
Consultant
Marketing & Advertising
Used the Software for: 6-12 months
  • Overall Rating
    3,5/5
  • Ease of Use
    3,5/5
  • Features & Functionality
    3/5
  • Customer Support
    4,5/5
  • Value for Money
    Unrated
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 2016/05/24

"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.

  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 2016/05/24
Bob G.
Supervisor
Retail, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    4/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    3/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 2019/08/16

"I love Infusionsoft"

Comments: I have enjoyed using Infusionsoft for 4 years. It is a great value for what you get. Onboarding is costly but monthly fees are reasonable. Support is mostly provided by 3rd parties.

Pros: Easy to use.
I can create Campaigns and email marketing
Does a great job of segmenting customers

Cons: Search options are limited
Onboarding costs are high

Vendor Response

by Keap on 2019/08/29

Bob,
Thank you so much for the high marks and your valuable feedback! So glad to hear the power of the product is beneficial to you and your business!

All the best,
Paige, Social Media Specialist at Keap

  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 2019/08/16