Infusionsoft CRM Review

Introduction to Infusionsoft by Keap

Infusionsoft by Keap is a customer relationship management system that aims to improve business operations. It offers automation for various processes, including sales, marketing, invoicing, and payment management. In this section, we will provide an in-depth look at the capabilities of Infusionsoft. We will also examine the platform’s learning curve and ease-of-use.

Overview of Infusionsoft’s capabilities

Infusionsoft by Keap is a CRM solution for small businesses. It provides features to manage sales and marketing tasks, plus automation capabilities. Automating activities such as sending emails and scheduling appointments helps businesses save time.

Furthermore, Infusionsoft aids in lead generation. You can create landing pages and collect customer information. Plus, the reporting features let you analyze your sales and marketing efforts.

The software is adaptable with integration options such as third-party applications, CRMs, and accounting software. Additionally, Infusionsoft provides customer support and training resources. This helps users get started on the platform.

Infusionsoft began in 2001, originally providing automation for eCommerce sites. It has since expanded to cater to all types of SMEs. Though the software may have a steep learning curve, it is a powerful tool that streamlines marketing and sales activities.

Learning curve and ease of use

Infusionsoft by Keap is a CRM platform that offers lots of features. Dreamgrow’s review suggests that it isn’t easy to use, so users need to work hard to understand it. But, if you put effort into it, you can use Infusionsoft’s built-in tools for special marketing campaigns. There’s a learning curve though.

The drag-and-drop Campaign Builder helps you create custom campaigns with different goals. Its user interface looks nice and uncluttered, but the words may be strange. To make it simpler, Infusionsoft provides multiple search options. You can build custom filters or use the basic/advanced search functions. Plus, you can integrate third-party apps like Zapier.

Keap Review by Dreamgrow

Keap CRM is a powerful tool for small businesses that aims to streamline their sales and marketing processes. In this review by Dreamgrow, we will explore the author’s experience and expertise with Keap, its key features, and marketing automation insights. We will also demonstrate how Keap is used for marketing and sales and evaluate Keap’s key performance indicators. Finally, we will give our verdict on whether Keap is worth it for small businesses.

Author’s experience and expertise

Dreamgrow’s Keap Review is written by an author who knows Infusionsoft and Keap inside-out. They have a vast knowledge of marketing automation and the features of these platforms. They go into great detail about the pros and cons of Keap. They explain features like segmentation and lead scoring, as well as email marketing.

The author shows how to use Keap for sales and marketing campaigns. They demonstrate their hands-on experience with the platform. They evaluate Keap’s key performance indicators such as conversion rates, open rates, click-through rates, and customer lifetime value.

In summary, the author’s expertise in Keap makes this review valuable to small business owners who want to enhance their campaigns. By including the author’s knowledge and experience, readers can trust the review to give informed insights into Keap’s capabilities.

Pros and cons of Keap

Searching for a marketing automation tool for your small business? Keap (formerly Infusionsoft) is a choice to consider. There are pros and cons, so assess if it’s suitable for your business.

Pros:

Keap has many features, such as CRM, email marketing, lead generation, sales pipeline management, and workflow automation. Its user-friendly interface provides drag and drop functionality for easy setup. Plus, the mobile app helps business owners and salespeople to track leads on-the-go.

It also offers customization for campaigns. It integrates with third-party platforms like Shopify, Stripe, or Xero. The customer service team provides support through several channels.

Cons:

Keap can be costly compared to other tools. It may be difficult for beginners to use advanced automation strategies. Additionally, there are limited options for exporting marketing campaign data, making it unsuitable for larger businesses.

To conclude, Keap is better suited for SMBs than larger organizations. Consider these factors when deciding whether Keap is correct for you. Overall, it’s a powerful option with features to streamline your marketing efforts – just make sure it works with your business goals and budget.

Key features and marketing automation insights

Infusionsoft by Keap is a platform to boost small businesses’ marketing and sales. It offers automation of campaigns, workflows, lead tracking, deal management, and scheduling. Its segmentation tools help deliver tailored content to customers. The dashboard shows engagement, conversion rates, and revenue for each campaign.

E-commerce capabilities can be integrated with webpages. Social media and email providers can be used to increase reach. Automated follow-up sequences provide nuanced communication over time. Advanced reporting offers insights into individual leads’ activities.

Overall, Infusionsoft by Keap is a powerful solution for managing customer relationships. Its features make it ideal for small businesses looking to automate operations.

Demonstration of how Keap is used for marketing sales

To boost sales and turn leads into loyal customers, small business owners need to follow four steps using Keap’s marketing automation tools.

1. Create simple follow-up sequences through Keap’s user-friendly interface. This helps make initial contact and nurture relationships.
2. Keep clients engaged by utilizing Keap’s marketing tools. These tools help target ideal customers and keep them interested with personalized content.
3. Personalize campaigns for individual users. This boosts productivity and makes interactions more meaningful.
4. Analyze sales reports from Infusionsoft/Keap to determine what’s working and make adjustments.

Additionally, business owners can learn new techniques and improve their skills by watching informational videos, attending webinars, and reading blog posts about digital marketing. By adapting incrementally with these methods, businesses can maximize their sales and increase conversion rates with Keap’s performance indicators.

Evaluation of Keap’s key performance indicators

Experts have reviewed Keap’s key performance indicators. The evaluation table included columns such as Ease of Use, Marketing Automation, Customer Relationship Management, Sales Capabilities, Pricing, and Overall Rating.

The reviews gave Keap 3 to 4 stars. They noted its user-friendly interface which is great for beginners. But, they pointed out that advanced users may find customization limitations.

The reviews also highlighted Keap’s ‘Expert Information’ platform. This provides expert advice from industry professionals. It helps individuals get customized solutions for their specific business needs.

So, if you’re considering Keap for your small business, it could give you extra support and guidance. But, it depends on your marketing automation preferences.

Verdict on whether Keap is worth it for small businesses

Are you a small business owner in need of a CRM solution? You might be asking yourself if Infusionsoft by Keap is worth it. Dreamgrow’s Keap Review says Infusionsoft provides strong marketing automation features which can enhance sales. However, Software Advice’s Infusionsoft CRM Profile mentions that it can be costly and difficult to set up, and there are security and privacy concerns.

PCMag’s Infusionsoft by Keap Review emphasizes automation processes which can facilitate sales leads and increase revenue. SelectHub’s Infusionsoft by Keap Profile highlights its efficiency. Infusionsoft has thousands of small businesses and individuals as its clients, and promises outstanding automation capabilities and great customer service.

Ultimately, the decision if Keap is the right fit for small businesses depends on their particular needs and budget. Infusionsoft may not be suitable for everyone. If you seek an affordable CRM solution with less of a learning curve, you should explore other options. According to Software Advice, Keap both has advantages and disadvantages for those looking into Infusionsoft CRM.

Infusionsoft CRM Profile by Software Advice

Infusionsoft is a CRM software that has been popularly used by businesses to manage their customer relationships. In this profile by Software Advice, we gain an insight into a reviewer’s experience with Infusionsoft as well as its successor, Keap. We will delve into the pros and cons of Infusionsoft and understand why the reviewer switched to Keap. This will help you determine whether Infusionsoft CRM is the right fit for your business.

Reviewer’s experience with Infusionsoft and Keap

The Infusionsoft and Keap reviewer has had hands-on experience with both platforms. This is shown in their Software Advice review and SelectHub profile. They gave a full evaluation of Infusionsoft’s user experience, database management, plus customer service reviews. Why they switched from Infusionsoft to Keap is unknown. In the PCMag review, though, the author explained Infusionsoft’s features and who it is best for. The Dreamgrow review didn’t mention any past experience with the CRM systems.

When choosing between Infusionsoft and Keap, small businesses should consider a variety of things. Pros and cons assessed by experts should be taken into account. Each reviewer judged one or both CRM systems, taking into consideration factors such as pricing and support services. These reviews give useful advice to potential buyers, alongside unbiased reviews from Dreamgrow and Software Advice, amongst other data.

Infusionsoft, despite its strength as a CRM tool, has advantages and disadvantages like any other software.

Pros and cons of Infusionsoft

Infusionsoft by Keap is a CRM platform that offers businesses a wide range of marketing automation capabilities. It is designed to help small businesses enhance their efficiency. Let’s look at the pros and cons of using Infusionsoft.

Pros:

1. Extensive tools for automation.
2. Manage customer data in an organized manner.
3. Integrated analytics and reporting system.
4. Drag-and-drop feature makes it easy to create customized campaigns.

Cons:

1. Interface may be overwhelming for new users.
2. Expensive pricing model for small businesses.
3. Slow customer support.
4. Integrating with other third-party apps may require technical expertise and cost.

Overall, Infusionsoft by Keap is an effective marketing automation tool for small businesses. Although it has a steep learning curve and high pricing, its features and benefits make it worth considering for streamlining marketing efforts.

The reason for switching to Keap

Software Advice’s Infusionsoft CRM Profile suggests that switching to Keap is ideal for small businesses.

It offers an improved user experience and seamless integration with third-party apps. Keap is easier to use than Infusionsoft, and its automation capabilities can streamline sales processes and save time on administrative tasks. The platform also allows personalized solutions, promoting stronger customer connections.

In conclusion, Keap’s functionality, integration, and user experience make it a great tool for businesses looking to expand their customer base.

Infusionsoft by Keap Review by PCMag

Infusionsoft by Keap is a well-known CRM platform that has been reviewed by PCMag. In this section, we will examine the different aspects of Infusionsoft’s characteristics, capabilities, and cost considerations. We will also offer advice on the ideal audience for Infusionsoft and compare it with other CRM platforms.

Description of Infusionsoft’s features and functionality

Infusionsoft by Keap is a perfect choice for small businesses wanting to expand and simplify their marketing. It provides robust and innovative features and tools for success.

This platform provides email marketing, social media management, lead scoring and nurturing, and campaign building. Automating recurring tasks and streamlining marketing efforts are made simple.

Its intuitive sales pipeline feature lets businesses track leads from initial contact to final sale. Automated lead follow-up options help close deals faster, giving more time to focus on growth.

Customers can purchase directly from emails or notifications sent via Infusionsoft. Furthermore, it supports recurring subscription billing, helping businesses manage e-commerce operations.

Integrations with Gmail, QuickBooks, and Outlook are available to enhance existing workflows while providing additional possibilities.

There may be a learning curve, but using Infusionsoft’s services allows for automated customer journeys and simplifies CRM management. Ideal for small businesses with an interest in growth and automation.

Best suited audience for Infusionsoft

Infusionsoft by Keap is a great CRM platform for small businesses who have outgrown basic contact management. It gives advanced features like lead scoring, email marketing, eCommerce integration and sales pipeline management. Although it has a steep learning curve, it provides insights to manage customer relationships effectively.

SelectHub states that its database management can store large amounts of customer data. It also offers great customer support – live chat, phone support, online resources, tutorials and user forums. The pricing may be costly at $199 per month, but it offers a free trial period. All in all, Infusionsoft by Keap is ideal for small businesses needing a more robust tool for managing customer relationships.

Cost considerations for small businesses

Small businesses must consider cost when deciding on a CRM platform like Infusionsoft. PCMag states it can be pricier than other options, not ideal for those on a tight budget.

However, Infusionsoft has many customizable features and e-commerce integration, and marketing automation. To get the most out of the investment, small businesses can use Infusionsoft’s training resources. SelectHub says there are free online resources and paid courses with an Infusionsoft expert.

One cost to consider is the time and money for data migration from present systems into Infusionsoft. Dreamgrow says this can be complicated, especially if there are many data sources.

Despite the cost, Infusionsoft offers features that help small businesses be more efficient. Careful evaluation of the ROI can determine if Infusionsoft is worth it.

Comparison with other CRM platforms

Infusionsoft by Keap is a widely-used CRM platform. If you want to compare it to others, there are several aspects to consider – cost, features, audience and performance metrics.

Here’s a breakdown of how Infusionsoft differs from its competitors:

Criteria	Infusionsoft by Keap	Salesforce Essentials	Zoho CRM Plus
Pricing Model	Subscription-based	Subscription-based	Subscription-based
Number of Users per Account	1-100	1-10	3-unlimited
Storage Capacity	500 MB – 100 GB	2 GB – 2 TB	5 GB + 1 GB/user
Custom Reports	Yes	Yes	Yes
User Ratings	N/A	4.2/5	4.2/5
Third-party Integrations	Yes	Yes	Yes
Marketing Automation Capabilities	Campaign maps to visualize sales funnel	No	Yes
Customer Support Quality	24/7 phone, email, and chat support	24/5 phone, chat, and email support	24/7 phone and email support

Source: PCMag

SelectHub provides a comparison chart for Infusionsoft by Keap with HubSpot CRM, NetSuite, and more. It covers ease of implementation, customization options, and features such as lead and opportunity management.

Dreamgrow’s Keap Review focuses on marketing automation capabilities. It mentions Infusionsoft’s campaign maps that allow users to visualize their sales funnel.

Software Advice’s Infusionsoft CRM Profile examines Keap and Infusionsoft’s feature sets and customer support quality.

Finally, SelectHub offers a comprehensive profile of Infusionsoft by Keap. This includes customer base, pricing and pros and cons to help small businesses make an informed decision.

Infusionsoft by Keap Profile by SelectHub

With Keap, businesses can create fully-customized and automated CRM systems that cater to their unique needs and preferences. In this profile, we’ll explore the various aspects of Keap’s customer base and capabilities, price considerations and limitations, pros and cons, customer service reviews, platform interface and user experience, and their database management and efficiency. So, let’s dive deep into Keap’s offerings and discover what sets it apart from other CRM solutions in the market.

Overview of Infusionsoft’s customer base and capabilities

Infusionsoft by Keap is a marketing automation software designed for small businesses and entrepreneurs in various industries, such as e-commerce, real estate, education, financial services, and healthcare. Its goal? Streamline processes and increase sales! That’s why it’s a popular choice.

It offers many features, like CRM, email automation, and appointment scheduling. With CRM, users can manage contacts. The email automation helps with lead generation and conversion. Plus, Infusionsoft connects with many websites and tracks user activity.

It stands out in the industry by focusing on small business needs. This has earned the platform a good reputation. It has received positive reviews from Dreamgrow and PCMag SelectHub. Although, you’ll pay for support – starting at $29/month. Some users have struggled to transition or learn new features. But, they found it user-friendly in the end.

Before committing to the platform, make sure it fits your budget and needs.

Price considerations and limitations

Infusionsoft by Keap is a powerful platform that provides many features for small businesses. You can find their pricing structure in a table. According to SelectHub, the basic plan starts at $199 per month. This amount may increase depending on your contact database.

Software Advice says the price can also change based on other factors. Such as subscription length and functionalities like sales. Therefore, it is important to look at these factors when deciding which is most affordable.

Another key factor is how many people will use the CRM. This can have a major effect on pricing. Infusionsoft’s customer service has had mixed reviews. So, you may want to look at other support options.

To sum up, Infusionsoft by Keap has pros and cons. Make sure to consider all these before deciding on a pricing plan for your business.

Pros and cons of Infusionsoft

Considering Infusionsoft’s (now known as Keap) pros and cons is essential for small businesses before making a decision. It has robust marketing automation features, like email campaigns, lead capture forms, landing pages, and customer relationship management. It also centralizes interactions with customers across all channels. Automating tedious tasks can save time and personalize communication with leads.

But, there are some drawbacks. The features may have a steep learning curve, and the pricing may be higher than other basic CRMs. The user interface may also overwhelm new users.

The platform could benefit small businesses, but pricing and the learning curve should be factored in. Keap has updated usability and added appointment scheduling since its rebranding in 2019.

Interestingly, Infusionsoft’s founder Clayton Mask created it to run his small business.

Customer service reviews

High-quality customer service is key for businesses, especially small ones. Let’s take a look at Infusionsoft by Keap’s customer reviews.

• Phone, email, and chat assistance from a special team.
• Knowledgeable, helpful, and swift support staff.
• Tutorials and webinars to guide users through the platform.
• Reported wait times for customer support could be long.

Good customer service can make or break a business. Selecting a CRM with great customer service can save time, money, and stress.

Pro Tip: When picking a CRM, make sure you have enough training resources for an easy onboarding process. Infusionsoft makes even tech-challenged owners feel like pros.

Platform interface and user experience

Infusionsoft’s platform and user experience have been a major factor when small businesses make decisions. Its customizable dashboard and intuitive navigation system make it easy to access and manage tasks from many devices. Business owners can focus on growth, instead of struggling with software.

Infusionsoft’s user experience is great for customer interactions. Its features allow for seamless integration with other apps. Importing data from external CRMs and third-party apps is effortless. The platform is also compatible with mobile devices, giving users real-time data access on any phone or tablet.

Keap chat support is a unique feature of Infusionsoft. With this, users can chat with a representative directly for help, instead of waiting for an email or call. Infusionsoft’s platform and user experience is reliable for small businesses.

Database management and efficiency with Infusionsoft

Managing a database is essential for any business. Infusionsoft by Keap provides useful tools to make this easier. It’s customer management features are helpful for monitoring and tracking customer interactions, running targeted marketing campaigns and managing contacts.

Infusionsoft is efficient thanks to its automation capabilities. These automate activities like lead capture, appointment scheduling and follow-up emails. This reduces manual data entry, lowering the risk of errors and saving time.

Infusionsoft also offers customizable reports to analyze data and gain insights. These reports give metrics such as open and click-through rates for email campaigns and conversion rates for sales pages.

A unique feature of Infusionsoft is linking multiple contacts to a single account or company record. This streamlines data management and ensures customer details are recorded accurately. This simplifies communication and helps customers get personalized, targeted messages.

In conclusion, Infusionsoft is essential for businesses managing databases. Its automation, reporting, and data management features make it worth investing in to make the most of customer data and reach marketing goals.

Expert Information and Speedy Results

Need expert guidance for adopting Infusionsoft CRM for your business? This section discusses how Infusionsoft can quickly produce results for businesses, while also offering access to professional guidance. We’ll explore different ways that businesses can access Infusionsoft’s expert knowledge, emphasizing its quick and efficient solutions.

Information available to speak with an expert

Are you curious about Keap, previously known as Infusionsoft? If so, help is available whenever you need it. Keap offers a team of specialists who can speedily show you how to use the platform.

To learn more, read Dreamgrow’s review. It covers the author’s opinion and knowledge about the platform, plus its pros and cons. Software Advice’s CRM profile reviews Keap’s key features.

For a thorough review, look at PCMag’s in-depth analysis of Keap’s features and functionality. It also looks at who this platform is best for. Furthermore, SelectHub offers an overview of Keap’s customers and restrictions, like pricing. Plus, it looks at Keap’s unique database management and interface.

If you’re having trouble integrating your current CRM database with Keap, reach out to their experts. They can suggest different solutions that let you synchronize your database quickly. Connect with Keap’s experts to get the most out of the platform.

Emphasis on speed and efficiency

Keap by Infusionsoft is well-known for its focus on speed and efficiency. It’s a great choice for small businesses needing to stay competitive.

Dreamgrow’s Keap Review praises the platform’s capability for customer engagement and sales process optimization, made easier through marketing automation insights.

The Infusionsoft CRM Profile highlights all the rebranding the platform has done to remove its inefficiencies.

SelectHub’s Infusionsoft by Keap Profile talks about its user-friendly design. It’s minimalistic and easy to navigate, even for tech novices.

The Dreamgrow Keap Review also talks about the platform’s marketing automation features. It covers campaign creation and pipeline management, plus metrics-based lead scoring and reports.

Keap by Infusionsoft allows businesses to keep up with big competitors without sacrificing quality customer interactions, thanks to its streamlined database management tools and expert help.

Connecting individuals with professionals for expert advice and assistance

Keap provides access to helpful info and expert advice through its resource centers and community. Personalized support is also available through phone, live chat, and email. Plus, Keap has a marketplace to find complementary services and tools. This includes help with payment processing, lead generation, and social media management. Keap enables businesses to quickly resolve their marketing automation needs. It connects individuals with pros for advice and assistance.

Conclusion: Is Infusionsoft by Keap Right for Your Small Business?

Small business owners may find it hard to find the right CRM. Infusionsoft by Keap could be an option. It automates tasks, like email marketing and appointment scheduling, saving time. It tracks leads, creates custom pipelines, and offers reporting and analytics. The cost may be a worry, but it can be a worthwhile investment.

An example of its features is the Campaign Builder. This lets you design campaigns with triggers and actions. For instance, when someone subscribes, you could send a welcome message and a series of emails to nurture the lead.

A small business owner found success with Infusionsoft. It automated the lead nurturing process and closed more deals. Tracking the progress through the pipeline helped identify areas for improvement and optimize the sales process.

FAQs about Infusionsoft Crm Review

What is Infusionsoft by Keap and who is it best suited for?

Infusionsoft by Keap is a CRM platform that combines customer relationship management and marketing automation in one interface. It is best suited for small businesses that want to get results quickly by speaking with an expert, with an emphasis on speed and efficiency in obtaining information. The service likely involves connecting individuals with professionals who can provide expert advice or assistance. However, the exact nature of the information and experts available is not specified. Larger or more traditional companies may not prefer this hybrid approach.

What are some key features of Infusionsoft by Keap?

Infusionsoft by Keap offers lead management, campaign builder, sales automation, and CRM marketing automation tools. Its wide range of automations can save users a lot of time. It also provides robust email marketing and campaign management tools, aids segmentation, sends mass emails, offers email marketing tools, and stores contact lists. However, some features work better for enterprises, and it has limitations with storage and custom fields.

How does Infusionsoft by Keap compare to other CRM platforms?

Infusionsoft by Keap’s feature set puts it on par with offerings from larger companies like Salesforce and Zoho CRM. However, the price may not be worth it for newer SMBs that don’t need all the bells and whistles. Smaller businesses may only need the email marketing component and can consider other options like SendInblue or Mailchimp. It is important to note that Dreamgrow, a reader-supported platform that may earn commission when products are bought through links on the site, has reviewed Keap (formerly Infusionsoft) positively for its marketing automation insights and demonstration of how it can improve small businesses.

Is it easy to use Infusionsoft by Keap?

Infusionsoft by Keap has a learning curve, and its quirks may be challenging for non-technical or logical users. It is recommended to work with a partner to overcome this challenge. However, once users understand the principles of its easy-to-use visual workflow builder, they can enjoy great customization options. A reviewer who has used Infusionsoft twice for marketing automation that Hubspot didn’t handle well praised it for being a great tool for small businesses that need to improve their marketing automation.

Does Infusionsoft by Keap actually convert leads into sales?

The platform has been praised for helping businesses automate processes, connect with prospects and customers, and increase ROI. However, it ultimately depends on the implementation of marketing automation workflows, strategy, targeting, and content. It’s important to remember that marketing automation platforms like Infusionsoft by Keap are simply tools that aid businesses in converting leads into sales. Software Advice also notes that Infusionsoft by Keap has a steep learning curve for non-technical or logical users, and it’s recommended to work with a partner to overcome this challenge.

Is Infusionsoft by Keap worth it for small businesses?

Infusionsoft by Keap’s price is on the high end for small businesses, and it has a learning curve and limitations with storage and custom fields. However, its wide range of automations, robust email marketing, and campaign management tools may save users a lot of time. 85% of users who reference managing client databases feel it’s possible to manage databases efficiently with the ability to create, organize, and configure contact lists. The decision ultimately depends on a business’s unique needs and budget. A reviewer who has experience in onboarding, building workflows, automating sales and billing, and helping other businesses with their marketing automation reported that their business grew 50% after using the platform.