Infusionsoft by Keap Review

A Detailed Look At Infusionsoft by Keap

Infusionsoft by Keap has managed to become the “household name” for sales and marketing automation for small businesses. They’ve been around since 2001 (longer than Ontraport or ActiveCampaign), are serving over 25,000 small business customers, and have a rich eco-system of integrations, 3rd party apps and certified consultants (I am one of them).

Recently, Infusionsoft rebranded as Keap (January 2019) and launched a new product also named “Keap”, catering to small businesses with focus on ease of implementation. In this review, we will only talk about “Infusionsoft by Keap” which is an entirely different product catering to larger service providers with focus on power and which competes directly with Ontraport and ActiveCampaign.

Despite claims that their software is convoluted and confusing, earning it the nickname “Confusionsoft”, this is no longer true in my experience. Infusionsoft by Keap is extremely feature rich, and therefore naturally has a bit of a steeper learning curve. Over the last few years they have put a lot of energy into making the many features easier to understand and access – starting with the release of their visual campaign builder, which makes the design, build-out and maintenance of complex automation campaigns intuitive AND fun!

The sales automation module is robust, the e-commerce capabilities are decent, but nothing compared to any of the best of breed single purpose shopping cart solutions out there, and there is enough stuff built into the application that Infusionsoft by Keap may well be the only tool you’ll ever need, (other than a 3rd party solution that helps you create decent looking landing pages and forms).

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Pleasure Score

  • Features 90% 90%
  • User Experience 85% 85%
  • Pricing 95% 95%
  • Overall 90% 90%

Infusionsoft by Keap Features

Infusionsoft has long been the leader when it comes to marketing automation platforms before Ontraport released its visual campaign builder. However, it still packs a punch with its number of functionalities and tools.

Below are the main pros and cons that I’ve noted after years of experience with this tool.

 

Pleasure Points

✔ Visual Campaign Builder with a simple drag-and drop interface

✔ Clean interface and workflow

✔ Opportunity management

✔ E-commerce and shopping cart

✔ Rich eco-system of 3rd party apps

Pain Points

✖ Tracking contact behavior on websites is non-existent

✖ No free-trial

✖ Slowness in implementing feature requests

Infusionsoft by Keap Features In Detail

Visual Campaign Builder 

Create entire marketing campaigns and automations through a simple drag-and drop interface. Planning and building out happens on the same drawing board, arranging triggers, sequences, emails and more on a canvas and connecting them with lines. Everything that belongs together is in one place.

Interface and Workflow

They really cleaned up the interface. Customizable dashboard, quick-search bar, interactive contact view which gives you the most frequently needed functions right under a contact snippet in a contact search result, and “My Day” productivity overview.

Opportunity Management

Infusionsoft has powerful tools to design a custom sales pipeline and to support sales teams in taking prospects through, structured sales process. (Deluxe edition and up). All sorts of automations can be triggered simply by moving an opportunity into another stage. Managing these opportunities records is important in tracking your sales performance, forecasting, effectiveness.

E-Commerce and Shopping Cart

Infusionsoft is the only all-in-one tool discussed on this website that features not only order forms, but a full storefront. It is somewhat limited when compared to a dedicated shopping cart software like WooCommerce or Shopify, but enough for very many use cases, besides thanks to Infusionsoft’s powerful API, there are plenty of 3rd party shopping cart integrations available.

Eco-System

Infusionsoft has a rich eco-system of 3rd party apps and integrations that either provide functionality that’s not there out-of-the-box, or just much better than what comes built-in. You can rest assured that whatever the need is, someone has built an app for it.

However, this somehow makes the tool a less “complete” software as it requires 3rd party apps to do functions that other platforms like Ontraport are already doing.

Infusionsoft by Keap User Experience

Infusionsoft does well in keeping its user interface clean and simple but it still feels quite “all over the place”  Even though Infusionsoft shows some strength in terms of its features, I will not lie that its user experience pales in comparison to other marketing automation and CRM tools now.

Infusionsoft by Keap Pricing

Infusionsoft by Keap is probably the most expensive of the email marketing, marketing automation and CRM platforms for small businesses and they don’t even offer a free trial but they can do weekly live webinar demos. Ever since its re-branding to Keap, the company promotes “Keap” as a cheaper and less powerful version of the “Infusionsoft by Keap” which has stayed quite stagnant in terms of development for quite some time now.

It now has one edition with a tiered pricing structure based on the number of contacts starting at $199 per month with options to add additional features or add-ons that come with more monthly fees.

You can purchase additional contacts/mo, emails/mo and users. 

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