Infusionsoft by Keap

MIGRATED TO Keap

Combines CRM, lead management, email marketing, and automation into a single platform, saving time and effort while centralizing operations.

Powerful automation tools streamline repetitive tasks, freeing up significant time for users and increasing productivity.

Intuitive and easy-to-use interface with a guided setup and robust training resources, particularly helpful for beginners.

Excellent customer support praised for being responsive, knowledgeable, and US-based during business hours.

Sales pipeline and deal management features make tracking client progress and deal status seamless and organized.

Comprehensive data organization allows users to store and manage contact information, customer history, and notes in a single place.

Facilitates lead capture, email campaigns, and appointment scheduling with built-in tools, improving user efficiency.

Customization options and integrations make it adaptable to different businesses, enhancing operational flexibility.

Effective in automating customer communications and follow-ups, improving client onboarding and retention.

Allows small businesses or solopreneurs to implement scalable processes, acting almost as an additional employee.

Steep learning curve for advanced features, requiring significant time and effort to master for many users.

High cost of subscription, often noted as expensive relative to competitors, with add-ons increasing overall expenses.

Complexity of certain features can overwhelm non-technical users, even with training resources available.

Onboarding support is limited, with additional assistance provided via third parties, which can be costly for small businesses.

Integration limitations—many connections require tools like Zapier—and reporting features are not as robust as some users desire.

Limited customization in certain areas, such as calendar functions, invoice forms, and reporting, restricting flexibility for specific use cases.

Customer support outside of business hours is less effective; some users report poor handling of cancellations and refunds.

Certain processes involve outdated documentation, especially for developers, leading to frustration with technical integrations.

The platform occasionally faces usability issues, with mobile application performance and SMS integration lagging behind desktop functionality.

Some users have reported dissatisfaction with the company's ethics or customer relationship practices.