Keap

Avantages

Comprehensive marketing and automation tools:Customization optionsCRM capabilities:Integration optionsSupport and resources:

Inconvénients

Cost and Complexity of the tools. While Keap is designed to be user-friendly, it can still be a complex tool with a learning curve.

Alternatives envisagées 

Avantages

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.

Inconvénients

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...

Avantages

Besides offering the best customer and technical support team I have ever dealt with, InfusionSoft allows it's users to grow in skills and develop expertise in the software, which in turn, reduces the need to hire an external consultant and keeps the knowledge in house. This is very much invaluable as we continue to grow our team over time. With InfusionSoft we were also able to stream processes such as email marketing, sales pipeline, CRM and customization of our customer email marketing program.
The Campaign Builder is unquestionably the best feature InfusionSoft offers, with dozens of internal tools and functionality to utilize. My favorite trick is the Campaign Links, allowing you to change the links used in internal emails of the campaign as URLs change - so you don't have to worry about going to each email and change the URL manually. This saves hours of man time and allows your team to focus on strategy and implementation.

Inconvénients

We had some bumps on the road, and continue to experience some difficulties with InfusionSoft. In my opinion, the system was not originally developed for B2B companies and this is why opportunity (=each sale coming through the system) and contact records are linked in an odd and inefficient way. We approached the company with this issue, and were told they are working on a way to fix it. However, as we improved our knowledge and skills with the software, we were able to find a work-around to solve this issue.

Avantages

The connection point is perfect and simple to utilize. On initial feelings it seemed to be the re-brand from InfusionSoft was a move decent to keep things more straightforward.

Inconvénients

The hunt is somewhat awkward. It's perfect on the off chance that you're looking through name, telephone number or email address, yet to look through anything more like custom fields requires going to a different page and tracking down that field. Would be perfect on the off chance that there was a choice to "search everything", or to add custom fields to the default search. Not exactly their shortcoming, but rather in light of the fact that we sell items in both Canada and the US in 2 distinct monetary standards, we can't utilize their requesting structures. At the point when you leave it inactive, as opposed to timing out smoothly, you lose any unsaved data. I know that is even more a "my work process, why in the world aren't you saving your work" issue, yet entirely it's actually irritating. Crusade manufacturer doesn't work in Firefox, so I'm compelled to involve Chrome for that.

Avantages

The assistance of Keap has been really helpful. The networks they participate in enable us to make direct contact with fresh applicants and gather crucial and essential information about them. Keap meets all of our unique demands, including lead management, email marketing, VOIP, and Gmail connectors, and it's simple to expand beyond those needs as necessary. I strongly advise doing one of the Keap Academy classes if you're just getting started with Keap. Good support network with employees available to respond to queries and take necessary action.

Inconvénients

The app's functionality varies across versions. Learning the program and getting it to accomplish what you want it to take a lot of time. There have been problems with deliverability. A learning curve exists when learning automation. It has been difficult to try to comprehend how everything fits together and how to put it up. I believe that lower-level Keap customers get access to a really beautiful basic view, but for those people who need all the bells and whistles the Keap has to offer

Avantages

What I like most about infusionsoft is probably unique to my company, but our marketing person here use to work at infusionsoft, so he is very VERY well versed in the product, an subject matter expert almost. Our campaigns are set up perfectly, and I like using my dashboard to keep track of things. The automation that can occur in infusionsoft seem vast, and you can really build out some great marketing tools inside of it.

Inconvénients

I would say sometimes the structure of things being in opportunities as opposed to companies, with multiple opportunities or contacts inside of that company can be confusing at times. I also don't think I would have had such a good experience if we didn't have a former infusionsoft employee as our marketing manager helping set everything up, I could see how it could be confusing if you were coming into this product blind.

Avantages

I like that you can build things out. It has a lot of features that you can customize and tag clients. You can also send emails and drop campaigns to incentivize prospective clients. It's great as a sales pipeline tool and makes it easy to see where your customers are at in the funnel.

Inconvénients

There's not much on the post-sale/success end. We tried creating tags as a workaround to the sales process. We like to keep them as marked "customer" so we can send marketing emails but we also have post-sale stages that are harder to track. It would be nice if there were more success oriented features that could help us use the tool for retention. They could be in there, but we just don't know about them. I also had a hard time sending some emails to specific groups of people. Again, could have been something I was doing wrong but it wasn't obvious.

Avantages

As a CRM Analyst/Consultant, most of my projects are helping companies administrated and implemented different types of CRMS and marketing software. So I have the chance to research and test a multitude of CRM's and Marketing Software for the past several years and Infusionsoft is one of my favorites. I have helped two small companies(around 20-30 employees)implement this product from start to finish. I have very impressed on how robust and strong this CRM really is. With this software, you can create a software stack with different add-ons which can accomplish almost anything. There are programs that help with scheduling, membership sites, integration with Facebook audiences, text messaging and countless others. Infusionsoft has an API that is easy to use and integrate with other systems you may be using. For the price, I would say this is an all in one CRM tool. Another great feature that Infusionsoft offers is the ability to create mobile-responsive landing pages and pairing this automation with a CRM with robust capability for sales follow-up is what creates the value and you also get the ability to generate e-commerce and tracking reports. I would definitely recommend this product.

Inconvénients

Infusionsoft only includes the basic Lead Generation reports. If you want to generate the true ROI reports it will require you to purchase add-ons, such as Wicked Reports. I would say that these reports are critical for understanding where your leads are generated and how to refine your marketing.

Avantages

The tool has a lot of power. It enables you to automate email campaigns targeting each contact based on what you know about them. If they answer a question on a form, you can sent them one thing. If you learn they live in one state versus another, you can customize content to them. If they visit specific pages of your site and login many times into your membership site, you can change what they see.

It has a huge amount of power.

Inconvénients

It's not a do-it-yourself tool. Lot's of people complain saying it's too hard to use and too expensive. Infusionsoft is a complex piece of software. If a complete newbee could make it work perfectly on their own, it wouldn't be able to provide you with all the feature it includes.

I have seen Infusionsoft sold from the stage with promises that it's a self-serve, DIY solution. Honestly, it is not. That's why you have a very healthy Infusionsoft consultants and partners community servicing it. These consultants and partner focus on all aspects of the solution working to help business owners put the tool to good use.

Avantages

I love that Infusionsoft puts so many things into one product: CRM, eCommerce, billing, marketing automation, etc. I LOVE building an automated machine and then just letting it do its thing. Currently we have five marketing channels running, and they all feed leads into Infusionsoft with lead source tracking, sales rep assignment, and automated follow up. It's awesome.

Inconvénients

New features are sometimes rolled out too soon, a bit buggy, and even after being improved, they're often not perfected.

Avantages

The ability to automate email campaigns, and integrate with my membership/online course plugin, AccessAlly.

Inconvénients

There are a lot of nuances to learn about the system, and it's not always the most intuitive to navigate. Their tier 1 customer support isn't able to resolve a lot of the issues we have and have to be escalated.

Avantages

I love that it's an all-around software package. You can send out emails (broadcasts), set up campaigns (numerous emails), tag your potential contacts to segregate your lists, use simple opt ins, and sell products online. You can have evergreen campaigns that work 24 hours for you. The ecommerce section is flexible. I love, love, love phone support...AND I also like there are private and non-private FB groups to provide support and valuable information about the software.

Inconvénients

Initially it's overwhelming to people because there are so many features to the software. The learning curve is steep but then you can create a fully automated system to promote your business. There are some quirks with the campaigns but you can learn about them. I do think business owners need to look at the cost of the system and determine if they'll use it effectively.

Avantages

I loved the tags and advanced segmentation I can do with my marketing funnel. I can tag users based on their actions. This is beyond amazing

Inconvénients

It takes some time to learn how to do it and sometimes the integrations are a bit quirky with certain platforms e.g. wordpress

Avantages

I really like how they have an integrated marketplace, so then I can add on to the main product and get something more useable.

Inconvénients

I wish they would keep up to date with the times. They seem to be far behind, and don't have a chance of being number one again.

Avantages

Customer support via chat was one-of-a-kind. They were always there to assist. For the price, the platform was great for sales and not bad for marketing.

Inconvénients

UI/UX always felt unintuitive. The learning curve was steep and finding menu items could be tedious because sections were not categorized efficiently. Ended up moving to HubSpot.

Avantages

I do love all of the customizability of Infusionsoft. We are easily able to create email campaigns that are specific to each individual customer. This has led to many impressed customers letting us know how much they loved our emails. Customer service is also very helpful when we needed help when things got confusing.

Inconvénients

There is a steep learning curve with this software. It took many calls to support to get the full functionality, but once we had it all set up, it worked very well. The sticker price is initially a bit shocking, but it’s not too bad considering the features.

Avantages

All the features you need in a CRM and then some but SOOOOOO difficult to drive. Emails (when you can get them out) look great

Inconvénients

Unless you're a borderline coder or developer, you will not be able to drive Infusionsoft without professional help which gets very very expensive and kinda defeats the purpose.
Lots of bugs and glitches. Can't put links into my emails without jumping thru hoops... YES I strip out all the formatting and only use Chrome but it continues to cause problems.
I schedule emails for 10pm only to find they go out at 10am!
ALL of our contacts have been hard one using lead funnels and other legitimate harvesting methods but Infusionsoft emails still rate very highly in spam filters.

Avantages

It was actually pretty simple to use. I will give it that.

Inconvénients

This software was just a total mess. All the fields that we populated for it were not consistent or helpful. It was hard to build process in it. It made you change your password every 6 weeks. Overall, it was just frustrating

Avantages

- Infusionsoft keeps a complete trail of every purchase made, action taken for leads on a single platform.
- You can easily send automated marketing emails to prospect, send followup trails.
- Along with an effective product, Infusionsoft is backed up with a very strong customer support which is a key aspect if you are planning to buy a productive tool, they provide every mode of support i.e, through telephonic, chat, emails.
- Now to check if my organization is making a health progress over the time, we rely on detailed sales and marketing support, the reports are very definite.

Inconvénients

Yes, Infusionsoft falls on the expensive side, which is a challenge when we initially opt for it, but when it comes upto the ROI, it worth every penny.

Avantages

We loved having the online help option over chat
very user friendly to send email broadcasts : can easily check the results and send follow ups as required based on the email stats

Inconvénients

none at the moment. Once we took the time to learn the tool and all its features we were able to use it with ease

Avantages

Infusionsoft has an incredible user community and partner ecosystem. If Infusionsoft isn't doing what you wanted/expected, there's a person or a plugin that can make it happen. Be sure to join the "unofficial" user group on Facebook. It's a great resource.

Inconvénients

It's impossible to build a highly customizable and robust piece of software and also make it stupid simple to use. Learning Infusionsoft takes time. Even the experts don't know it all.

Avantages

Ease of integration with our admin software

Inconvénients

it can sometimes go down which causing some issues but these are few and far between

Avantages

I like the SaaS approach to CRM, without the Salesforce pricing. Their implementation was a great help on building the campaigns initially.

Inconvénients

First, they outsource their implementation to other marketing agencies, who act as partners. I didn't care for that. Then, implementation really only focused on the campaigns. We ended up doing everything else in house (contact imports, integrations with other software, process definitions, etc). We kept running into limitations with the software. We are a small B2B company, 33 employees, 1000 customers (companies), 10,000 contacts, and that's just active customers, not leads/prospects. Their system is very contact centric, rather than business centric. We have a relationship with contacts at a business, but if the contact retires or quits, our relationship with the business doesn't stop. They had a hard time understanding and supporting that we sell licenses to businesses, not to individuals. Often when we talk to tech support, it's "That's just the way it is". The integrations have been difficult to work around, because of this focus, not to mention their implementation was pretty useless in helping us design our own plugins. I'm already beginning to doubt my decision not to just go with Salesforce.

Avantages

We used InfusionSoft to run marketing and ticket sales for a large conference. Being able to tie multiple features together in one system was extremely useful.

Inconvénients

Was not the greatest for ticket sales, as we had to create a product and it did not have the check in features we usually use.

Avantages

The customer support is phenomenal! Highly qualified and informed staff that is available whenever I need. Superb experience that all companies should replicate after.

Inconvénients

The system has slowed down immensely since I first began with Infusionsoft over 3 years ago. And when you are in a time crunch as marketing generally is, it can be frustrating.