Keap

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

Search options are limited
Onboarding costs are high

Vorteile

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.

Nachteile

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.

Vorteile

Keap improves organization, increases productivity and delivers to your customers every step of the way with easy client database software. Eliminate the spreadsheet with Keap's customer management system. I love that all your customer activities and communications are gathered in one place. I also like the ease of use. It's hard enough to deal with the complex marketing challenges business owners face, but simple enough that you can train your staff to use this software in a matter of days. A software that I am generally satisfied with.

Nachteile

I haven't had any negative experiences so far.

Vorteile

I use the Infusionsoft product as opposed to the Keap product. I like the flexibility and robustness of the campaign builder.

Nachteile

It can be challenging to train others on the intricacies of the campaigns.