Keap

Avantages

It has a lot of areas a company may need help with in one app.

Inconvénients

There are often glitches and the reports are useless.

Avantages

It has a lot of features at a cost effective basis. It is definitely a beginner CRM. The coaching sessions were helpful

Inconvénients

It could offer a better way to organize information and format it.

Avantages

Keap's tag-based system is powerful and they've created a platform built around marketing automation. The campaign builder is a workhorse with unlimited potential for many small businesses.

Inconvénients

Keap is difficult to use and is not as advanced as other modern tools. There are multiple hacks and other paid tools you have to learn and deploy to cobble the system together.

Avantages

great for a start up business and very affordable

Inconvénients

its marketing around it is lackluster i only know about it because my classmate mom uses it for her food company

Avantages

Keap has been a game-changer for me with its easy-to-use automation and CRM features. I love how I can customize workflows, track everything in one place, and get great insights to grow my business.

Inconvénients

Keap can be quite pricey, which might be a stretch for smaller businesses like mine. The learning curve is also a bit steep; it took me time to navigate all the features fully. I sometimes wish for more customization options in reporting, and the mobile app doesn’t have all the desktop features, which can be frustrating when I'm on the go. Lastly, while customer support is helpful, I've experienced longer wait times when I really needed assistance.

Avantages

Because they were the first real CRM/email system of its kind, I was an early user and advocate.They set the stage for a lot of platforms you see out there now and for the longest time it was the backbone of my business.

Inconvénients

Thier support team has been almost useless. I've been a power user for years, and most of the time trying to get help if there was an issue was like dealing with a toddler.Sorry to be rough, but it's true. It got really frustrating, and I just couldn't take it anymore.I've been a user since 2007 and it was a hard day when I finally just couldn't put up with them anymore.

Avantages

Keap Max Classic: It has a lot of features to support businesses that need the room to scale up. It is pretty powerful in what it can do.

Inconvénients

Keap Max Classic: It is convoluted, complex, and confusing. We had to make custom forms and interfaces for our staff because everyone was too confused working directly within Keap. It is also SLOW. Most functions are not snappy. Creating and maintaining campaigns get really confusing really quickly once you graduate from the simplest of campaigns.

Avantages

The campaign builder is incredible. If you're creative enough and know how to use the software (takes time) you can automate ANYTHING for your marketing strategies. One thing that doesn't get much attention is the Actionsets module. It's a legacy tool in the system but man does it do a lot! Actionsets expand all possibilities but are very hard to manage.It requires a lot of third-party softwares for most campaigns, especially the integration ones such as PlusThis, Zapier, LeadsBridge.

Inconvénients

The Email Broadcasts interface should offer more options to customize the marketing emails. Right now it does enough but there's so much more it needs. I often have to add my own code to the email to make things look a certain way.The Legacy Email Templates deserve a little upgrade too, the interface looks very 2000s and often breaks the formatting if you don't know how to use it.

Alternatives envisagées 

Zoho CRM, ActiveCampaign, Pipedrive, Salesforce Sales Cloud et HubSpot CRM

Pourquoi choisir Keap 

Zendesk Sell (at the time it was called Base) didn't offer enough automation functions, the email marketing used our own email server and costed pretty much the same. Infusionsoft expanded our world of possibilities and as of now I don't we'll ever switch to another CRM/Marketing Automation system

Pourquoi passer à Keap

Infusionsoft offers all the automation we need and with a good drag-n-drop interface. You don't need to code anything and there are so many third-party plugins to make it even better

Avantages

They were able to customize the software so that it met our needs as a database for managing subscribers. There was virtually no downtime in the years we were with this company. Once users were trained on certain tasks, it was very easy for employees to pick up the software and become comfortable with it.

Inconvénients

The pricing structure charges by the amount of contacts you have. We logged every sale into this database from even one-time customers, which added up over the years to a point where we were paying hundreds each month for a database of users who were not active. The underlying system also seems to be geared towards companies who are interested in cold calls and commission-type sales jobs. While they did customize their software to fit our needs we were still warned that we were required to send communications through their specialized tracking system in order to measure engagement and leads. Our regular email blasts were not considered good enough.

Avantages

it was a bit clunky but not a horrible program to use

Inconvénients

It felt as if easy modifications would have really increased the ease of use, but they were never made.

Avantages

First I want to give credit where credit is due - Keap is an absolute monster in terms of features and the level of detail in which you can build automations and customer engagements. With well over a decade having started as Infusionsoft, there's plenty of complex structuring and intricate details that you have at your fingertips.

Keap also offers the necessary parts of a complete customer lifecycle management, like sales pipelines and fairly solid contact views, although not as detailed as the HubSpot CRM for example.

The onboarding experience was great and I worked with an expert who knew Keap inside out, and without it, the learning process would have been extremely steep I feel.

However, Keap has custom fields and forms that you can use to tag and tie data to customers with, which makes it very powerful and offers excellent customization features, something I find very valuable to meet our business needs, versus being boxed in, in a one-size-fits-all contact view.

Inconvénients

While the strength of Keap is its richness in detail with which you can create various engagements and automations, it's also overwhelming in the beginning to wrap yourself around that part. They could do a better job of integrating their knowledgebase inside the app to give relevant sources of information.

Missing systems prompts and UI flaws.
There are some issues with the UI that are counter-productive, like the search field at the top of the dashboard only being limited to search for contacts, instead of the entire dashboard. Similarly, when you create a contact you have three options to tag them with; lead/client/other. If you don't mark the contact with any of these and click 'Save', you'll never find out that it's required to select one, no prompts. And they can't be edited, and you can't add additional options for reasons unknown.

The landing page and email builders are just outright bad.
With so many builders out on the market, and with it being such a central part of marketing, it's surprising that the builder is so immature. The focus has been on building out the marketing automation of Keap, and the builders are feeling the lack of love. We wanted to shift our need of having to use Instapage as part of our marketing stack, but with the builder being so darn bad, I may need to keep it, which for us means Keap is less value for money.

Email and landing page templates are sorely lacking.

No Ecommerce available for Max, only through the legacy version.

Avantages

I really like the way campaigns operate and that you can install forms directly into the website. It is something where you get what you pay for and it shows. While they offer a way to get things done it is not always the easiest or smartest way. There are usually ways to work around issues but not direct solutions.

Inconvénients

What I have found is that there are real problems with integrations and each update seems to cause added glitches. The whole identifying that we have permission to respond to someone who contacts us online is a giant pain. I know that they don't want to assist spammers but they are making it harder for us to respond. Often we have to go in and send out a confirmation email to someone in order to put them into an appointment reminder campaign. Which is absolutely ridiculous. If they have an appointment we are not spamming them. The other issues are the integrations that they blame the party trying to integrate with and they offer ZERO assistance on their end. They make you go find developers instead of having people on staff who could charge per integration. It is annoying and makes integrating much harder than it should be! Also even using Zapier we have had issues with integrating, It causes multiples of contacts to be sent and then it causes the problems with making it work correctly to the point we just disconnected!

Avantages

The platform seemed to have robust functionality but Infusionsoft's third party providers missed every deadline, failed to provide training, all required programming, and implementation services. Unfortunately it took seven months for us to figure out we'd been taken for a ride. We just made the decision to use our own internal IT staff to create the programming necessary to connect our new website to Infusionsoft (Our website was intentionally designed and built along side our signing with Infusionsoft CRM to insure all technologies aligned). In short, this has been an incredibly slow, frustrating, and expensive lesson.

Inconvénients

The Infusionsoft sales person and sales tech flat out lied about the cost required to set-up/program our CRM system. We provided 100% of our specs in writing, reviewed them between a prospective web developer, my internal IT director, and Infusionsoft. After spending 10-hours over a period of two months reviewing specs, building campaigns, etc etc we signed an agreement on the basis that they could do everything we discussed. Only after you sign an agreement do they tell you they do not train or provide programming themselves. Rather, customers are forced to repeat all the same specifications (4-hours including 4 highly paid vendors & staff = 16-man hours) again with a third party provider. Infuriating! The first third party provider (Success Engine) provided a statement of work on March 2. The end date was April 2. The statement of work communicated they were to complete a total of 10-hours of programming work. Long story short, they slow rolled the build out, missing deadline after deadline, and in June (yea June - to do 10-hours of programming?) provided us with a new quote (bait & switch) stating there was an additional 15-25 hours of programming work required to complete the build out per our specifications. Keep in mind those are the same specifications that we provided and reviewed with them in painstaking detail in February. Infuriating! After receiving the new quote in June we felt we had no choice but to push ahead because we were so far behind schedule and had invested so much time and money into the project. We gave them a deadline of July 1 and they quickly turned down the work because they said they wouldn't be able to meet the deadline. Infuriating! It ultimately took Success Engine until the middle of July to complete the original 10-hours of set-up/programming. Infuriating! So back to June when Success Engine turned down the work; we were forced to ask Infusionsoft to provide us with a new third party provider which of course required us to go over our specifications for a third time (4-hours including 4 highly paid vendors & staff = 16-man hours). The first contact with the new third party provider ThinkAutomateGrow (TrickApatheticGrievance). was mid-June. Once again we communicated our specifications to our assigned programmer and the next day that programmer had a death in the family and was gone. She passed us to another programmer. The new guy was around for about three weeks, didn't do much, then was fired by ThinkAutomateGrow. The first programmer reappeared for about two week but then reported that her son broke his arm. She didn't reply to emails or calls for the next 10-days. When she did reply she said she went on her honeymoon and the auto responder on her email must not have worked correctly. She introduced us via email and teleconference to the owner who spoke to us twice briefly by phone, and replied to a total of three emails. That brings us to last Friday, August 14, 2015. That was the absolute deadline for ThinkAutomateGrow to add us to his production calendar. He failed to respond. It is now Aug 19. The decision was made to use our own internal IT staff to create the programming necessary to connect our new website to Infusionsoft. I WOULD NEVER, EVER, EVER, DO BUSINESS WITH THESE UNETHICAL SO-CALLED BUSINESS PEOPLE.

Avantages

Have been using Infusionsoft ---> Keap for 6+ years. We initially moved from HubSpot to Infusionsoft simply because HubSpot was too expensive for the size of our company or what we were looking to accomplish with simple campaigns.

Inconvénients

I feel like Keap has not stayed on the cutting edge--seems a little behind the times now, honestly. We're looking at Klaviyo now and it seems like their campaigns, analytics and action sets will be easier to execute.

Alternatives envisagées 

Klaviyo

Pourquoi choisir Keap 

Price brought us to Infusionsoft (Keap).

Logiciel antérieur 

HubSpot Marketing HubOpens in a new tab et HubSpot CRM

Pourquoi passer à Keap

We will probably be switching from Keap to Klaviyo.

Avantages

Infusionsoft is one of those stalwart applications that is almost synonymous with marketing automation online for serious businesses (often with a host of disclaimers... see "cons" section).

The greatest feature of Infusionsoft is the robust nature of its features, it integrates with almost everything a large enterprise would use (although these features come with a price).

If you are looking to grow an online business, and you can afford the on-going maintenance in terms of staff time and cost, Infusionsoft will offer you plenty with room to grow.

Inconvénients

Sadly, Infusionsoft has been around for so long that I believe the back-end, administrative user experience suffers. A quick Google search of the application will return many negative and less than stellar reviews. One could surmise that any big brand is likely to have many detractors (and this is true), however, most are balanced out by equally glowing reviews. Infusionsoft sits on the fence. This is unfortunate, because I believe that Infusionsoft could be very useful to many growing online, eCommerce businesses and membership associations. However, the owner will need deeper pocket than he or she is likely to have starting out, and migration with a mid to large size database is no picnic.

I'm hopeful that Infusionsoft will work toward meeting the needs of a modern, point and click audience.

Avantages

I liked Campaign Builder the most but it was so difficult to set up, flawed, and lacking features that I had a love/hate relationship with it.

Inconvénients

The limitations of all the features. It seemed that every feature sounded awesome on the surface but when you tried to implement it, there was always something missing or broken that rendered it unusable. Like SMS in campaign sequences or scheduling. Heck, I don't think they even have responsive order forms yet! I had to use ThriveCart.

Avantages

I really don't like the fact that its very limited in automation and compatibility with outside sources. The campaign functions are very minimal and only allow for a one track campaign and not multiple options at any given time. I have used quite a few CRM's and this is by far the worst for a seasoned sales rep.

Inconvénients

I don't like integrations, they have very minimal. I don't like that you can customize campaigns more. I dislike the management of lists and groupings of customers

Avantages

The visual layout for marketing automation is fantastic. You can see exactly what path a user or customer will go through at any given time in any campaign. The tools such as delays, moving a customer to another campaign, etc. are really powerful.

Inconvénients

Unless you have about 150-200 free hours to learn how to do things in Keap, you may want to look elsewhere. Even the simplest of tasks - which should be one or two clicks at the most - are multi-step nightmares that give you so many options, it's overwhelming. Keap is extremely powerful, and they know it, and try to sell you on paid training courses when you (inevitably) get stuck.

Avantages

I like that this software is somewhat organized and easy to collaborate with others on your team while using.

Inconvénients

Lack of reports available. There are some very OBVIOUS things within IS that you should be able to pull a report on with re-creating the wheel. They need to create more standardized reports that anyone would commonly use. Any of the fields that they track on your clients should be easily trackable in a report instead of creating something from scratch. Need to remember your users are just that - USERS - not programmers!

Avantages

Honestly the very best part of the entire InfusionSoft process is their onboarding. They provide a good experience from the get-go with customer service representatives looking to help you maximize your time with them.

Inconvénients

Once onboarded, you're basically on your own. I think this can be intimidating for newbie marketers and small business owners who don't have a background in online marketing. The software is not particularly intuitive, so you've got to pay close attention to how to set up your campaigns in the beginning, otherwise you'll have to pay an additional fee for consulting help in order to implement your campaign.

Avantages

Infusionsoft isn't a perfect tool, but it's a solid choice for a small business without ambitions to scale rapidly (i.e. think accounting firm, not tech startup). The "all-in-one" nature of the tools is excellent as it simplifies marketing and sales operations for businesses without the resources to hire a dedicated person to manage disparate solutions and the integrations needed to make them interact. The campaign builder is pretty easy-to-use, the landing page editor is making serious strides, and the email editor is pretty great and requires zero HTML/CSS knowledge. The referral module is useful, especially for businesses just wanting a simple affiliate program. While I have a few gripes with the API, the available integrations are impressive. Some in the space (read: Zoho) really limit these as they want to force your hand to use their solutions, Infusionsoft doesn't. They offer a landing page builder but provide a great LeadPages integration. They offer eComm, but offer a great Shopify integration. Their consultant/partner network is impressive as well. Lots of specialized help available for customers who want it.

Inconvénients

The campaign builder is great for a novice (i.e. the target market) but limiting for a more advanced user. I.e, you can't spark an action from an opened email or field value changing. The lead scoring isn't flexible, which is limiting for an organization with unique needs or a clear vision. The shopping cart and storefront builder aren't what I would call slick or flexible but hey.. they integrate with Shopify and many others if you need better. The USPS shipping integration leaves a lot to be desired, real-time estimates would be great. The CRM has almost no customization. Simply being able to hide unwanted fields would be a huge benefit to usability.

Avantages

Overall the door is easy to use and easy to navigate. this is based off of the original infusionsoft platform and not the revised version. The distinction is made by the color logo. I'm referring to the green logo version. Productive scalable for small businesses especially startups to manage their CRM.

Inconvénients

reporting is a little bit limited in what we are trying to achieve and the purple version of the application is Taylor Moore towards call centers renovate small businesses. some functionality has been lost in transitioning to keap ownership.

Avantages

Not much - it was overly clunky and extremely difficult to learn compared to other programs.

Inconvénients

Where do I start? I'm a busy business owner and I made the supremely stupid mistake of signing a 12-month contract with Infusionsoft and not taking enough time within the cancellation window to test the program. I absolutely hate the interface. It's not intuitive, it's overly complex, it's clunky, and it's WAY too costly for what you get. I needed simple and streamlined, which I expressed very clearly in initial conversations - I didn't want something that would take hours of my time to learn, but I was assured that a coach would mitigate the learning curve. The coach was fine, but at no point during any conversation did anyone in sales consider that this might not be the best fit for my company. They made big promises about efficiency and ease, but zero common sense check to ensure it was a good match for what I needed.

Now I'm still being charged 7 months after my contract has ended. My sales rep won't respond to my emails and calls aren't getting returned. I hate submitting fraud notices to my bank, but not much else I can do at this point.

Avantages

It is pretty easy to use and keep track of your contacts (as a database) if that is what you are looking to do.

Inconvénients

Functionality and reporting. Difficult to get the reports I need, does not create visually appealing dashboards, we need certain functions that they cannot offer.

Alternatives envisagées 

Salesforce Sales Cloud et SugarCRM

Pourquoi passer à Keap

Pricing at the time, but we are currently looking to switch.

Avantages

I like their AI to generate email scripts.
Customer service was good most of the time.

Inconvénients

Templates totally suck, not great looking sales page or landing page.
Don't remove duplicate contacts.