Keap Erfahrungen

I think it is great that the software will recognise what my users do and act accordingly which means my system becomes automated and leaves me free to work on what I am best at.

The one problem with the software is that it is a beast of features and I can easily get lost in the minefield.

I recently used Keap to manage my small business, and the software was impressive. The platform's automation features enabled me to streamline various business processes, including marketing, customer management, and invoicing. The software's email marketing features are particularly noteworthy, allowing me to engage with my customers effectively.

Some of the features can be challenging to set up and use. The learning curve can be steep, particularly for small business owners who are not tech-savvy. Additionally, while the software offers many customization options, it can be time-consuming to configure them.

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.

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.

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.

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.

we can improve out markating with the help of keap.

if we will not pay good then reach to the customer will be less .

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.

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.

Not sure. It has lots of functionality but most everything is clunky. Only comes with 99 custom fields and you can't modify the home screen. When you click around it always defaults you to a place you don't want to be. If you look up a contact it insists on defaulting you to first name and it has a nasty delay. So if you want to search by company you will start typing and then after the delay it will switch you to first name. You can't choose the view to do your lookups and it defaults to the record view, which I never use. So every time I do a search that turns up multiple records I have to click on the list view. Another infuriating thing is that if you want to sort by a field in list view it defaults to zto a instead of a to z. They will never fix anything even if it is a 2 minute fix.

It uses a flat database that is terrible for business to business. No primary fields or tags so if you add a company contact there is no way to tag or have company related field data updated to the new contact without expensive api coding from your website. They added linkedin, facebook and twitter years agobut didn't include the fields in the mass update section. What does this mean? When linkedin changed their url format I was stuck with over 3000 records with bad url's. So with any of their other fields you lookup the filled fields and then you choose mass update contacts and click on the allow blank fields to remove existing data. Well they didn't include the fields here so you can't do it. Maybe just export the records and replace the filled fields with empty into a csv file and import to remove the data. That doesn't work either. Blank field data won't replace filled data in a modify existing records merge. If you try chat support you will more than likely get a foreign support person (mine was from the Phillipines) who will act like he or she has never heard of this problems and make you explain it over and over and ask you to do a million unnecessary tests. I finally became so frustrated that I called support, got someone who at least admitted that it was impossible to fix. All the while I had the chat person on still instructing me to do more tests. The phone support person kept trying to get me to drop chat but I made her see how ridiculous it was.

Keap has a user-friendly interface and an intuitive platform. This software is cool

Really amazing software but its lack of customization options can be a disadvantage for it

It is simple and effective. It has all of the features you need to manage customer relationships and automate marketing, but it is also simple to use and understand.

Its lack of customizability. It is less customizable than other CRM software solutions, making it less effective for certain businesses.

Keap it's a good marketing automation option if you work on a SMB company, you can use a lot of is features and it's great

Contact management can be a bit complicated, never exclude a CRM you'll need it.

I like the dashboard with the daily reminders of followups. That makes it easy to not let people slip through. Setting up the campaign however to get the daily reminders is a complex process. If you miss anything it will not work properly and the customer support team will not be able to help you set up campaigns or do anything with your campaign.

The cost is astronomical. If you are lucky enough to understand how to and you have the time to build out the backend and all of the campaigns great. If you do not, it will const 10's of thousands of dollars to hire someone. I have had to pay someone the entire time to help with mine and when I went to leave infusionsoft, there is no way to save the campaigns or anything that you paid to have built. They say they will keep it for you for 90 days and if you don't come back to their program by then you lose it all. So basically they own all of your campaigns and everything you paid to build in the system. BE AWARE OF THIS BEFORE YOU SPEND MONEY BUILDING SOMETHING OUT

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.

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.

We love Infusionsoft because it is user friendly, intuitive and we have been able to combine our marketing campaigns into the software.

I can't really say anything negative about Infusionsoft.

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.

I thought it was going to manage all of my CRM, Email Marketing and Reporting...but in order to interface with the Infusionsoft/Keap platform I needed to continually hire experts who tried charging me $3,500 per month on top of what I was paying Keap.

Way too complicated. When you sign up, included in your set up is the cost for an expert -- who you think is working for Keap...but they're an independent contractor who is being paid a cut rate to get you up and running. After your set up, they will charge you THOUSANDS to fix and adjust your account.

I tried many brands, however, each time I got a great email, an immediate response, a beautiful landing page I continued to see the name Infusionsoft. The research and features were outstanding. As I began looking at those at the higher level of business, which I wanted to obtain, I saw most, in a variety of industries, had chosen Infusionsoft. I was surprised when surveying the target group of Infusionsoft Users, they each were optimistic about their future commitment to continue their relationship. So I jumped in! I am confident it will be an investment of time, money and frustration of efforts - but I look forward to building system, upon a system and automating many general tasks and information sharing.

The investment was a minor con - but the prices have become more in line with the value as my years of investigation and research continued. The biggest con is the education investment and the delayed gratification of understanding this will be a process. My optimism has been a bit dampened with the realization I may not easily, understand trigger relationships and process. Additionally, my "initial payment" for training although friendly has been less than sufficient, and less than simple to establish a confidence that I can get it done in a year. However, I still believe I will be with the system for a long period of time, and patience and bridled expectations will become the new norm.

The campaign builder is an unmatched canvas for automating almost any business process imaginable. It doesn't restrict you to a single workflow paradigm, so you have the freedom to design systems to match your business AND organize them how you want. I love the options of using tags, custom fields, notes, and API goals for storing data on the contact record, segmenting contacts, or automating based on that info/event. Plus, all of this feeds a reporting system that can track any aspect of a business's growth and health (with some configuration). The extensive API and HTTP post automation supercharge all of this with custom development or addon tools.

The new responsive email builder is extremely user-friendly, and has a nice assortment of premade templates, as well as letting you build a library of your own custom templates.

Lastly, the Infusionsoft community is deep and extremely knowledgeable. Practically any question you have, you can find an answer to. Infusionsoft's own support is solid and generally satisfactory, but the breadth of experience available from other users is an incredible resource.

Over the past year, a lot of development resources were directed toward the creation of the new, entry-level Keap product, so Infusionsoft has gotten a bit dusty. Reportedly this has changed now that Keap is launched, and Infusionsoft development is once again getting its fair share of attention. This means, however, that there are a number of modern marketing functions that IS cannot handle natively. Examples are Facebook custom audience syncing, SMS messaging, website event tracking (unlike Drip, for instance, there is no JavaScript API that can be used to trigger automations inside IS as a result of a contact's activity on a webpage). Web forms and order forms are dated. Tracking online orders made through 3rd party shopping carts is complicated and frustrating. Reporting, though *immensely* capable, is hampered by the lack of built-in charts or graphs. Stripe is not natively supported as a payment processor.

At some point, it becomes essential to start using "satellite" helper tools, like PlusThis or MyFusionHelper, to address some of Infusionsoft's shortcomings, manage data more effectively, build graphic reports, or create custom automations. This adds to the baseline cost.

Customizability is my favorite part of Infusionsoft. It is very powerful to be able to have it do exactly what you have dreamed up. It seems pretty simplistic at first, but when you get into it, you start to realize that the possibilities are endless of what you can accomplish and do with it. For me the CRM and Campaign builder are doing automated tasks for me that would take our team hours to accomplish, and catching our sales and fulfillment process at critical time points to make sure our patient experience is the best it can be.

I really love and use campaign builder . . . a lot. You can make campaigns do whatever you want AND make them start to perform based on the interaction that your customers have with the campaigns. That is very powerful and one of the big differentiators IS has from other software I have found.

I've used IS for about 4 years now and I'm building new things every week to help reduce the tasks I do and my employees do.

I also love the community. Going to ICON (the conference that infusionsoft puts on) was one of the best experiences I have had as a business owner. It was amazing to see thousands of small business owners making things happen and helping each other.

Infusionsoft really does live by its tag line "We help Small Businesses Succeed."

There is work involved. I'm not really trying to be facetious. So many times we want a silver bullet that makes everything as easy as wasting 6 hours on your friends facebook feeds. In life in general, it's not easy to customize anything, but when it is finally tailored right to what your business needs, it is very powerful. Infusionsoft isn't a few clicks here and there and over with, but if it were, it wouldn't be the powerful machine it is. So you have to be willing to invest in harnessing it to your wagon and making it work for you. That investment can potentially involve you or your staff learning how to use it, and/or hiring third party companies who help you get it doing what you want it to do. As long as you go into it knowing that there is tremendous benefit from both of these investments, your business will be influenced for the better.

Infusionsoft has a lot of things that are cookie cutter easy, but I think of it more like a cookie cutter maker than some software that does one or two things well and leaves businesses lacking in functionality or customizability. Learning the skills I have gained in Infusionsoft have totally transformed the way I think about marketing to my patients and everyone around me.

I like being able to set up campaigns that run the full year making sure the customer is kept in the loop. With proper tags I can see that things are running smoothly.

1) Support. If you are in the US I am sure that support is much better but being 9 hrs ahead of the IS HQ I am usually stuck with the total waste of time 'Chat Support'. Two years ago support would have gotten 5 of 5, today I would give it one star at best.

2) The platform is about 5 years behind the times. Powerful but the look, usability, and feel are dated. If they don't get on this in the next year or two I would expect serious competition to start circling.

3) They remove useful tools, replace with simplicity, and then pat themselves on the back for their own awesomeness. I can write a book about the lack of flexibility in the new (1 year) email builder that was stripped of most of the designing strengths. When they added the ability underline text 4 months in (seriously) they cheered themselves to no end. How email builder was rolled out without the ability to underline is a headscratcher and I am never going to stop complaining about the removal of the HTML snippet.

***Sorry, it's always easier to remember what you don't like than what you do.

There are so many ways to engage my subscribers. I use what works for me. I know I'm not using all the features, but it's nice to know there is no limit to all the ways I can increase my revenue. I've just made it a practice to try a feature, fine tune it, and then integrate another feature... and my income grows. Super powerful! And because Infusionsoft has established itself so well in the marketplace, there are so many partner apps available across so many different kinds of platforms, which help me understand, reach, and serve my audience even better.

I am not a fan of the new landing pages. I think they're supposed to be a friendlier interface but instead they feel more limiting.

I am also disappointed in the quality of tech support, especially chat. I can't fault the employees - I've spent thousands of hours in the software over the last 10 years, so most of the time it feels like I have to wait for them to catch up to what I know before I can finally get an answer to my question. Phone support is usually better.

I also wish I could go into my Email Builder (Previously Sent) and more quickly find an old email from which to build a new one. It takes too long to load the visual thumbnails, and the search option never works. It appears to only search previous emails whose thumbnails have already loaded. All the others seem to be ignored.

OH! My biggest peeve is with chat support. It's maddening how long it takes for the rep to get underway. "Hi, thank you for contacting Infusionsoft Support today. My name is ___. I hope you're doing well today." I don't have time to be chatty, so I go straight to the question. I wait for a reply, but then they greet me again. If I'm feeling patient I'll greet them back. If not, I'll ask the question again. I wait for a reply, and they tell me something like they'll do their best to assist me. I wait for an answer, and then they repeat my question and ask if that's right. PLEASE teach the rep to REFLECT the customer's chattiness. If I'm being brief, be brief. If I'm chatty, be chatty.

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.

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.

Infusionsoft is very, very powerful when the implementation is thought out, most functions are used, and it is maintained in the marketing programs of businesses. The Campaign Builder has incredible power in building marketing and business automation for a business. I've built a lot of automation for my clients that takes much of the workload of staff and owners. It also provides ways to provide information to staff and management without them having to log in constantly.

Infusionsoft has an APi that makes specific customizations possible and allows for numerous external apps that add function, value, and ease to Infusionsoft.

The ecommerce shopping cart has always come up short for processing multiple products. The single order forms are functional and useful. Again, Infusionsoft's API and developer relationships provide for enhancements and substitutions for areas that might be lacking.

I love the ton of possibilities this software offers, as well as its functionality. The interface is just infinite. It’s easily adjusted to your individual needs in business – the customization is just breathtaking. I was able to create a lot of action calls thanks to lead database management. I also learned a lot about process flows and how it’s related to making your business go forward. Setup requires some time and effort, but it’s all worth it. Saved a lot of my time. Everything is automated – your emails, your broadcasts etc. Learning curve a bit steep. You can integrate Infusionsoft with other software, like Google Sheets, to increase productivity in acquiring lead data.

While mostly I commend this software, especially for the wide range of features it gives, I don’t particularly like the new landing page design – although friendly, it makes you feel a bit limited. At the start, I had a lot of problems figuring out what to actually do with all this software. Even the available tutorial didn’t cover all my needs, so I had to self-train to get everything I wanted from Infusionsoft.

I love the ease of the email templates and putting really cool stuff out to my clients. I love seeing the monthly updates and the improvements. There is so much power in the software and I've only been able to tap a small bit of it. It's completely worth the cost you pay because the support is huge! The whole company is dedicated to helping small businesses succeed. Love the Podcast, the emails, the tutuorials, and the support staff who just keep delivering massive content to help you grow your business.

There's a learning curve to get started. I highly recommned taking the University course they provide because with it, you'll have everything you need to really make a quick impact in your business. The company is still very USA centric but with the new improvements like language support and multi currency support, those of us in other countries now better options.

This program does so much! It helps you maintain your contacts, market, automate, sell, track analytics, organize products and manage a team!

Sometimes it does soooo much it is a little over complicated! Then just when you think it does it all you hit a roadblock and you can’t get it to do what you want it to do!