Mindy I. Especialidad: Diseño gráfico Número de empleados: Trabajador autónomo
I had some great help with getting everything set up and I find the email automation system quite easy to use and understand, which is great as it has gotten me to do a lot more with automation. I have the email lists integrated onto my website optin forms and it's quite simple to see who takes action on the emails that are sent in the automation sequence.
I love that I can segment my clients into different groups to email them directly from Keap, and also do the same with prospective clients and past clients. Having everything in one place makes my life so much easier and streamlined and has encouraged me to do even more than I was before in regards to client communication.
I had some issues at first with the Keap phone number, but they did get it fixed, although it took quite a while. The one thing that I am missing right now with them is recurring invoicing because I would have to be the one to enter the client's credit card information in order to do that here, so I am still using another product for that.
Bob G. Especialidad: Comercio minorista Número de empleados: 51-200 empleados
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.
Easy to use.
I can create Campaigns and email marketing
Does a great job of segmenting customers
Search options are limited
Onboarding costs are high
Respuesta: Keap 29/8/2019
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
Suzanne D. Especialidad: Marketing y publicidad
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.
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.
InfusionSoft is definitely fit for eCommerce businesses as it has a lot of tools built around this. Unfortunately, we are not an eCommerce business so this was not applicable to us. In this case, we needed better CRM and sales pipeline capabilities based on a manual sales process involving phone sales. InfusionSoft is overpriced for how it fits our needs.
Jennifer A. Especialidad: Telecomunicaciones Número de empleados: 11-50 empleados
Over all very satisfied. It does exactly what we need it to do for our company and for the clients.
The fact that we are able to view if a customer has gotten there email, when they got it, and if they opened it or not. It gives us the ability to help the customer feel secure in their purchase also helps to cover our end if one tries to lie and say they didnt recieve it.
I don't like that we have to change the password so often. I realize it is for safety reason it can sometimes be aggravating especially when in a hurry.
John A. Especialidad: Marketing y publicidad Número de empleados: 11-50 empleados
Excellent, I am approaching 7 years using this software and am still happy with it.
I use the Infusionsoft product as opposed to the Keap product. I like the flexibility and robustness of the campaign builder.
It can be challenging to train others on the intricacies of the campaigns.