Melissa C. Branche: Marketing & Werbung Mitarbeiteranzahl: 51-200 Mitarbeiter
I've used Infusionsoft twice to accomplish marketing automation that Hubspot didn't handle well.
Infusionsoft is a great tool for small businesses that need to kick it up a notch with their marketing automation. It offers an easy to use visual workflow builder and although the learning curve is a bit steep, once users get the principles, the customization is a great trade off.
Infusionsoft does have its quirks and the learning curve can be steep for those who are not technical or logical. Recommend working with a partner to get past this challenge.
Antwort: Keap 21.1.2020
Thank you so much for the high marks. So glad to hear the power of the product is beneficial to you and your business!
Crystal Y. Branche: Think-Tanks Mitarbeiteranzahl: Selbstständig
They've been super supportive and helpful. Whenever I've had problems understanding anything, even when my mother passed on, they were very allowing and there for me. The people in chat and in customer support are always always patient, knowledgeable and friendly. I talk with them often! I can't say enough how helpful they are.
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.
Anthony H. Branche: Internet Mitarbeiteranzahl: 51-200 Mitarbeiter
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.
I haven't had any negative experiences so far.
Suzanne D. Branche: Marketing & Werbung
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.
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.
InfusionSoft is definitely fit for eCommerce businesses as it has a lot of tools built around this. Unfortunately, we are not an eCommerce business so this was not applicable to us. In this case, we needed better CRM and sales pipeline capabilities based on a manual sales process involving phone sales. InfusionSoft is overpriced for how it fits our needs.
April K. Branche: Rechtsberatung Mitarbeiteranzahl: 11-50 Mitarbeiter
I am happy with my overall experience. I would not actively seek out different software.
I like how easy it is to use.
I like that you can change the dashboard and main screen to show only the information you want to see
I would like to be able to save attacents to client name/file.
I would like for it to be able to save my emails automatically.