Item: Keap
Rating: 9
Author: Josh Preece

Overall Satisfaction with Keap (formerly Infusionsoft)

Use Cases and Deployment Scope

InfusionSoft is being used to track our contacts and potential customers. We enter their information into our system and then begin the trickle marketing. It helps to track all marketing pieces that a prospect receives and how we can proceed from there. We also track all conversations and notes of communication in the process while working with the prospect.

Pros and Cons

Pros

Trickle marketing, where we can send emails out to our prospects and through their actions, they can be added into other campaigns which we can follow up with them.
Tracks our notes and communication with each prospect.
It tracks the charges that are associated with the prospect or client profile. So we can see how much they have paid for a specific program they are associated with.
Subscriptions for ongoing monthly payments.

Cons

Moving our clients who have bought a program from us into a searchable field and program that would help us find these individuals easier.
We use Infusionsoft for the prospecting side of the business and then once the sale is completed they are pushed over to Salesforce. Salesforce allows us to have more campaign and marketing follow through. If there was a way to make it simpler to use only one of these software it would be easier as well as less expensive.
Sending an email from Infusionsoft is nice, but I have to add my signature every time. It would be nice if it was able to be saved in the system as an option to add.

Return on Investment

It has allowed us to track our marketing and made it simple to trickle marketing and campaign to the list.
It is easy to find people you are looking for. Either first name, last name or anything that is contained.
It doesn't seem to do everything we need and therefore we have to use a different software to complete the sides it doesn't match well with.

Alternatives Considered

I personally prefer ACT over InfusionSoft, but I worked with ACT much longer and feel like it allows us to do many more customization details on the list than Infusionsoft does. However Infusionsoft has the email campaigns and ACT does not. So that gives the advantage to Infusionsoft. I feel like they both work great, but they both have flaws.

Other Software Used

Salesforce Einstein Analytics (formerly Wave Analytics)

Likelihood to Recommend

I have really enjoyed using infusionsoft to trickle market our lists. It has a very good system that can then create an auto tag feature and email campaign tracking. It is complicated to understand at first, but is beneficial.

Keap Feature Ratings

Keap Resources and Customization

Keap Support

Support Rating

The support at Keap is great. Most of the time they know what I am looking for and they are able to solve my problems. Once in a while I will get a rep that doesn't understand my question or can't answer it and they have to get back to me. Which, to be honest usually takes longer that the answer solves. By the time they do get back to me, I have either moved on, created a work around or completely forgot about the question. However I can tell you that the positive outweighs the negative. Some software companies never get back to you or their chat support cannot answer any questions. So I would give their support at least a 9 out of 10.

Using Keap

Usability Pros and Cons

Pros	Cons
Like to use Technical support not required Well integrated Feel confident using Familiar	Unnecessarily complex Difficult to use Slow to learn Cumbersome

Easy Tasks

Searching the name and contact
Entering notes
Review the account details

Difficult Tasks

Sending emails
Editing contact information

Mobile Interface Availability and Impressions

Yes, but I don't use it

Usability

It is great but complicated to learn. There are a lot of things you have to figure out on your own in order to use the software like it was intended.

Comments

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Infusionsoft is Hard to beat!

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