Keap Erfahrungen

Keap on keaping on!

Kommentare: Superb, does everything I need to and more and helps me keep things ticking over for all of our clients.

Vorteile:

It can do as much or as little as you like. That means that for ourselves AND for our clients, we can craft regular communications, complex automations, campaigns and a variety of content that's selling, nurturing or doing whatever we want it to do. Keap's the vehicle but the destination is in our control.

Nachteile:

It can at times be convoluted to evaluate data but with experience and time you can craft simple ways to manage it.

Keap: A difficult app with lots of potential

Kommentare: We have used it for over ten years now and stay because it does work however, there are a lot of features that are missing or are just dated. Luckily, we have found work around for most but it is discouraging that they haven't updated these.

Vorteile:

The campaign management element of Keap is absolutely fantastic and one of the main reasons we have kept it over the years. It also integrates with A LOT which is really useful for us.

Nachteile:

They don't update very frequently and don't give features that their customers want. Their order forms and internal web forms are beyond dated and the landing page builder they sourced out to another company is one of the worst builders I have ever used. Their customer service is also a joke.

They used to be the only game in town

Kommentare: For years, it was a great platform but they just kept making decisions that really were not in the interest of their users and year after year of promises to make things better it felt like an abusive relationship.

Vorteile:

Because they were the first real CRM/email system of its kind, I was an early user and advocate.They set the stage for a lot of platforms you see out there now and for the longest time it was the backbone of my business.

Nachteile:

Thier support team has been almost useless. I've been a power user for years, and most of the time trying to get help if there was an issue was like dealing with a toddler.Sorry to be rough, but it's true. It got really frustrating, and I just couldn't take it anymore.I've been a user since 2007 and it was a hard day when I finally just couldn't put up with them anymore.

I'm keaping this CRM

Kommentare: I recommend Keap to anyone looking for a CRM. It has the right combination of all those critical components. Our previous CRM was a problem in and of itself, but Keap actually helps us solve problems. We couldn't be happier.

Vorteile:

I like Keaps automation the most. I'm no longer swamped with repetitive mind numbing tasks. I only need to set the automation once and it continues to perform the way I need it to. Keap is user friendly and has readily available customer support. Using any CRM can be tedious but Keap is just so easy to use and customize.It has wonderful contact management, lead capture, and tracking tools.It's also very flexible. Keap can help with a landing page and forms to go with it.

Nachteile:

I'd like the calendar management to be more thorough, but other than that I don't have anything bad to say about Keap.

Using Keap for almost a year for our Landscaping Company

Kommentare: It has worked well with our small landscaping company, giving us better management of marketing, automations we didn't have before, and better lead capturing and appointment managing.Keap has been pretty good with customer service as well, and that's obviously critical.

Vorteile:

We really like the ability to have contact and lead management, group texting, email marketing, and automations all housed under one software roof for an affordable price point. Many other softwares have a really strong service offering, but competely lack other services.Oftentimes they try to accomodate that by stacking softwares, which can work, but creates a silo effect that can be time-consuming to setup and maintain, as well as being pricier than expected.Keap does a pretty good job of covering a lot of bases with one in-house software system. They do have some weaknesses, but overall they've got a good system that could easily be built out even further.

Nachteile:

Our least favorite things about Keap would be the lack of a menu option for the business phone line. It does not work well if you have more than one person answering or making calls, and sending messages. We would also like to see more flexibility in terms of Zapier integrations. Zapier integration works pretty well, but there are fields such as contact status, removing a deal from the pipeline, and other fields/operations we would like to see available to Zapier.Lastly, their method of labeling phone numbers needs updated. Currently the "work" type is the option you want to choose for text marketing.

Very good workflow automation but lacks many basic features

Vorteile:

The campaign builder is incredible. If you're creative enough and know how to use the software (takes time) you can automate ANYTHING for your marketing strategies. One thing that doesn't get much attention is the Actionsets module. It's a legacy tool in the system but man does it do a lot! Actionsets expand all possibilities but are very hard to manage.It requires a lot of third-party softwares for most campaigns, especially the integration ones such as PlusThis, Zapier, LeadsBridge.

Nachteile:

The Email Broadcasts interface should offer more options to customize the marketing emails. Right now it does enough but there's so much more it needs. I often have to add my own code to the email to make things look a certain way.The Legacy Email Templates deserve a little upgrade too, the interface looks very 2000s and often breaks the formatting if you don't know how to use it.

You are in good hands with Keap. Its Impact is instant.

Kommentare: Keap free up my space by taking over simple but repetitive tasks daily. I now have more time to concentrate on other personal roles.

Vorteile:

In my journey dealing with Sales, challenges has been there especially handling new environments. With all the variables on my shoulder, it is my job to keep keep things running smoothly. Keap helps me stay organized and neat on job. It organizes my daily work in one place as well as managing customer information. It saves me time and energy on simple repetitive tasks.

Nachteile:

No no no. Keap is clean. Everything about it is for the goodness of you job. I enjoy using it and I have no complaints so far.

Much more professional workers

Kommentare: It allows you to send personalized emails to the correct customers. It is a solution designed for those who maintain newsletters for loyal customers, simplifying their work.

Vorteile:

I like it because it is a solution capable of collecting customer information in a fast and even automated way. In areas of digital marketing, controlling and monitoring customers is extremely necessary and this solution only ensures that it is visible and understandable. You can access these data without problems, and its interface is quite intuitive and secure.

Nachteile:

I don't have bad references, it is accessible even for small or medium-sized companies, it is a solution for CRM processes to keep your system updated, from advertising to customer service

Top- notch support and CRM program

Kommentare: Keap is always our primary customers r/p management tool and stores all sales data and marketing data.

Vorteile:

The automation tool helps me to grow,Run and scale our business and also not forgetting the capabilities to create systems as an owner not leaving behind the availability to able to import my client list.

Nachteile:

It’s very hard to observe the past record of transformations in company contacts list, documentation and subscriptions.

CRM for beginners

Vorteile:

It has a lot of features at a cost effective basis. It is definitely a beginner CRM. The coaching sessions were helpful

Nachteile:

It could offer a better way to organize information and format it.

I've never felt so uncared for as a customer

Kommentare: After 3-4 months of use, I want out. All because of the complete lack of customer service and support. I had high hopes for Keap, not gonna lie. Several other businesses in our industry has been using Infusionsoft (not to be confused with the other Keap offerings), and so it looked as if Keap could be of tremendous value and replace the handful of systems we used previously, allowing us to centralize our customer engagement around one platform. The migration of our other assets to Keap took a little longer than the max allotted time Keap had promised, and when it did come back it wasn't done. No updates on the progress, nothing of that sort to let your customers know how things are going. And no response from the person in charge a month after "I absolutely plan on looking into this and rectifying any and all issues." He may absolutely plan on doing it, maybe in 2022 but I wouldn't know since he's not responding, and the two customer success managers assigned to me aren't as well. I had a call with the first customer success manager who seemed awesome, only to be replaced with someone who keeps saying he will call me and email me back. No calls, no emails, no direc responses to emails. A great platform - mostly - where you can't get Ecommerce unless you opt in for the legacy version of the service, losing all your sales pipelines and deals data, with an excellent marketing automation engine, but terrible email and landing page builders, and atrocious support.

Vorteile:

First I want to give credit where credit is due - Keap is an absolute monster in terms of features and the level of detail in which you can build automations and customer engagements. With well over a decade having started as Infusionsoft, there's plenty of complex structuring and intricate details that you have at your fingertips. Keap also offers the necessary parts of a complete customer lifecycle management, like sales pipelines and fairly solid contact views, although not as detailed as the HubSpot CRM for example. The onboarding experience was great and I worked with an expert who knew Keap inside out, and without it, the learning process would have been extremely steep I feel. However, Keap has custom fields and forms that you can use to tag and tie data to customers with, which makes it very powerful and offers excellent customization features, something I find very valuable to meet our business needs, versus being boxed in, in a one-size-fits-all contact view.

Nachteile:

While the strength of Keap is its richness in detail with which you can create various engagements and automations, it's also overwhelming in the beginning to wrap yourself around that part. They could do a better job of integrating their knowledgebase inside the app to give relevant sources of information. Missing systems prompts and UI flaws. There are some issues with the UI that are counter-productive, like the search field at the top of the dashboard only being limited to search for contacts, instead of the entire dashboard. Similarly, when you create a contact you have three options to tag them with; lead/client/other. If you don't mark the contact with any of these and click 'Save', you'll never find out that it's required to select one, no prompts. And they can't be edited, and you can't add additional options for reasons unknown. The landing page and email builders are just outright bad. With so many builders out on the market, and with it being such a central part of marketing, it's surprising that the builder is so immature. The focus has been on building out the marketing automation of Keap, and the builders are feeling the lack of love. We wanted to shift our need of having to use Instapage as part of our marketing stack, but with the builder being so darn bad, I may need to keep it, which for us means Keap is less value for money. Email and landing page templates are sorely lacking. No Ecommerce available for Max, only through the legacy version.

Well thought out and executed CRM

Kommentare: Having a central place for all of our information, and the ability to tag people automatically has saved lots of time and definitely increased or ability to connect with clients and sell. Using the automated email campaigns and sequences to offer automated free trials as opposed to having to manually send out emails has been a lifesaver.

Vorteile:

The customization options are nearly endless. The embeddable forms, that can trigger tags, which can trigger sequences such as email campaigns, have saved us hours of formerly manual work every day. The campaign builder is incredibly deep and robust, allowing for anything you can imagine. The thought given to different ways to do nearly everything is great. They have a /Tellus page and are responsive to suggestions. I recently mentioned on the that when adding a contact, the email field should automatically trim whitespace from each end, because when copying and pasting it often have an error. Within 2 weeks, that change had been implemented. The import from CSV file options are very robust. Lots of third party integrations, and a robust API. Very helpful community for questions with actual developers there.

Nachteile:

The search is a little clunky. It's great if you're searching name, phone number or email address, but to search anything else like custom fields requires going to a separate page and finding that field. Would be great if there was an option to "search all the things", or to add custom fields to the default search. Not really their fault, but because we sell products in both Canada and the US in 2 different currencies, we're unable to use their ordering forms. When you leave it idle, rather than timing out gracefully, you lose any unsaved info. I know that's more of a "my workflow, why the hell aren't you saving your work" issue, but it's still annoying. Campaign builder doesn't work in Firefox, so I'm forced to use Chrome for that...

Infusionsoft not Keap

Kommentare: Excellent, I am approaching 7 years using this software and am still happy with it.

Vorteile:

I use the Infusionsoft product as opposed to the Keap product. I like the flexibility and robustness of the campaign builder.

Nachteile:

It can be challenging to train others on the intricacies of the campaigns.

Don't Just Walk Away, RUN! Unethical, Missed all Deadlines, Forced...

Vorteile:

The platform seemed to have robust functionality but Infusionsoft's third party providers missed every deadline, failed to provide training, all required programming, and implementation services. Unfortunately it took seven months for us to figure out we'd been taken for a ride. We just made the decision to use our own internal IT staff to create the programming necessary to connect our new website to Infusionsoft (Our website was intentionally designed and built along side our signing with Infusionsoft CRM to insure all technologies aligned). In short, this has been an incredibly slow, frustrating, and expensive lesson.

Nachteile:

The Infusionsoft sales person and sales tech flat out lied about the cost required to set-up/program our CRM system. We provided 100% of our specs in writing, reviewed them between a prospective web developer, my internal IT director, and Infusionsoft. After spending 10-hours over a period of two months reviewing specs, building campaigns, etc etc we signed an agreement on the basis that they could do everything we discussed. Only after you sign an agreement do they tell you they do not train or provide programming themselves. Rather, customers are forced to repeat all the same specifications (4-hours including 4 highly paid vendors & staff = 16-man hours) again with a third party provider. Infuriating! The first third party provider (Success Engine) provided a statement of work on March 2. The end date was April 2. The statement of work communicated they were to complete a total of 10-hours of programming work. Long story short, they slow rolled the build out, missing deadline after deadline, and in June (yea June - to do 10-hours of programming?) provided us with a new quote (bait & switch) stating there was an additional 15-25 hours of programming work required to complete the build out per our specifications. Keep in mind those are the same specifications that we provided and reviewed with them in painstaking detail in February. Infuriating! After receiving the new quote in June we felt we had no choice but to push ahead because we were so far behind schedule and had invested so much time and money into the project. We gave them a deadline of July 1 and they quickly turned down the work because they said they wouldn't be able to meet the deadline. Infuriating! It ultimately took Success Engine until the middle of July to complete the original 10-hours of set-up/programming. Infuriating! So back to June when Success Engine turned down the work; we were forced to ask Infusionsoft to provide us with a new third party provider which of course required us to go over our specifications for a third time (4-hours including 4 highly paid vendors & staff = 16-man hours). The first contact with the new third party provider ThinkAutomateGrow (TrickApatheticGrievance). was mid-June. Once again we communicated our specifications to our assigned programmer and the next day that programmer had a death in the family and was gone. She passed us to another programmer. The new guy was around for about three weeks, didn't do much, then was fired by ThinkAutomateGrow. The first programmer reappeared for about two week but then reported that her son broke his arm. She didn't reply to emails or calls for the next 10-days. When she did reply she said she went on her honeymoon and the auto responder on her email must not have worked correctly. She introduced us via email and teleconference to the owner who spoke to us twice briefly by phone, and replied to a total of three emails. That brings us to last Friday, August 14, 2015. That was the absolute deadline for ThinkAutomateGrow to add us to his production calendar. He failed to respond. It is now Aug 19. The decision was made to use our own internal IT staff to create the programming necessary to connect our new website to Infusionsoft. I WOULD NEVER, EVER, EVER, DO BUSINESS WITH THESE UNETHICAL SO-CALLED BUSINESS PEOPLE.

Gave me my life back

Kommentare: It was worth all the time and effort it took to set up. I've generated over a million dollars as a stay at home mom of seven children thanks to Infusionsoft and the power of automation. Now I make good money while I tend to my family. I set my own hours. I love what I do. With my campaigns in place, I can build an email, send a broadcast, and watch the system do the rest while I go enjoy my life. Thank you!

Vorteile:

There are so many ways to engage my subscribers. I use what works for me. I know I'm not using all the features, but it's nice to know there is no limit to all the ways I can increase my revenue. I've just made it a practice to try a feature, fine tune it, and then integrate another feature... and my income grows. Super powerful! And because Infusionsoft has established itself so well in the marketplace, there are so many partner apps available across so many different kinds of platforms, which help me understand, reach, and serve my audience even better.

Nachteile:

I am not a fan of the new landing pages. I think they're supposed to be a friendlier interface but instead they feel more limiting. I am also disappointed in the quality of tech support, especially chat. I can't fault the employees - I've spent thousands of hours in the software over the last 10 years, so most of the time it feels like I have to wait for them to catch up to what I know before I can finally get an answer to my question. Phone support is usually better. I also wish I could go into my Email Builder (Previously Sent) and more quickly find an old email from which to build a new one. It takes too long to load the visual thumbnails, and the search option never works. It appears to only search previous emails whose thumbnails have already loaded. All the others seem to be ignored. OH! My biggest peeve is with chat support. It's maddening how long it takes for the rep to get underway. "Hi, thank you for contacting Infusionsoft Support today. My name is ___. I hope you're doing well today." I don't have time to be chatty, so I go straight to the question. I wait for a reply, but then they greet me again. If I'm feeling patient I'll greet them back. If not, I'll ask the question again. I wait for a reply, and they tell me something like they'll do their best to assist me. I wait for an answer, and then they repeat my question and ask if that's right. PLEASE teach the rep to REFLECT the customer's chattiness. If I'm being brief, be brief. If I'm chatty, be chatty.

To Infusionsoft or not to Infusionsoft. That is the question.

Kommentare: While I think the dated back-end and the pricing are an issue, I will say that when dealing with a larger contact database or enterprise system, I am hard pressed to find another platform that can do all that I rely on Infusionsoft to do for my larger clients.

Vorteile:

Infusionsoft is one of those stalwart applications that is almost synonymous with marketing automation online for serious businesses (often with a host of disclaimers... see "cons" section). The greatest feature of Infusionsoft is the robust nature of its features, it integrates with almost everything a large enterprise would use (although these features come with a price). If you are looking to grow an online business, and you can afford the on-going maintenance in terms of staff time and cost, Infusionsoft will offer you plenty with room to grow.

Nachteile:

Sadly, Infusionsoft has been around for so long that I believe the back-end, administrative user experience suffers. A quick Google search of the application will return many negative and less than stellar reviews. One could surmise that any big brand is likely to have many detractors (and this is true), however, most are balanced out by equally glowing reviews. Infusionsoft sits on the fence. This is unfortunate, because I believe that Infusionsoft could be very useful to many growing online, eCommerce businesses and membership associations. However, the owner will need deeper pocket than he or she is likely to have starting out, and migration with a mid to large size database is no picnic. I'm hopeful that Infusionsoft will work toward meeting the needs of a modern, point and click audience.

Powerful and flexible engine for a tech-savvy business

Kommentare: Infusionsoft by Keap (AKA the "classic Infusionsoft") has been on top of the small business automation marketplace for years, and for good reason. In the right hands, it's a perfect marriage of automation + CRM. Its strengths are best-in-class, and it is refreshingly light on gimmick features that claim to fulfill a business need without offering real capability. That said, there are some noteworthy holes in functionality. Caveat: the power comes with a substantial learning curve, and you *do* need to learn the software well to use it effectively. Campaign builder has many quirks, there are multiple ways to accomplish any result, and the number of settings is astonishing. Infusionsoft's own (paid + mandatory) onboarding at the time we started using it was insufficient. Fortunately, its history means there are many good Certified Partners and tons of free blogs, videos, and other resources to guide your implementation. I recommend having at least one person on your team who can take on the role of Infusionsoft expert and take responsibility for configuring, organizing, and maintaining the app. For a solopreneur whose time is better spent doing the business, or a small organization that's just beginning to figure out its digital processes, IS is likely to be too overpowered and cumbersome. (FWIW, we started with IS too early ourselves. We've grown into it and are now very happy, but the first couple years were frustrating.)

Vorteile:

The campaign builder is an unmatched canvas for automating almost any business process imaginable. It doesn't restrict you to a single workflow paradigm, so you have the freedom to design systems to match your business AND organize them how you want. I love the options of using tags, custom fields, notes, and API goals for storing data on the contact record, segmenting contacts, or automating based on that info/event. Plus, all of this feeds a reporting system that can track any aspect of a business's growth and health (with some configuration). The extensive API and HTTP post automation supercharge all of this with custom development or addon tools. The new responsive email builder is extremely user-friendly, and has a nice assortment of premade templates, as well as letting you build a library of your own custom templates. Lastly, the Infusionsoft community is deep and extremely knowledgeable. Practically any question you have, you can find an answer to. Infusionsoft's own support is solid and generally satisfactory, but the breadth of experience available from other users is an incredible resource.

Nachteile:

Over the past year, a lot of development resources were directed toward the creation of the new, entry-level Keap product, so Infusionsoft has gotten a bit dusty. Reportedly this has changed now that Keap is launched, and Infusionsoft development is once again getting its fair share of attention. This means, however, that there are a number of modern marketing functions that IS cannot handle natively. Examples are Facebook custom audience syncing, SMS messaging, website event tracking (unlike Drip, for instance, there is no JavaScript API that can be used to trigger automations inside IS as a result of a contact's activity on a webpage). Web forms and order forms are dated. Tracking online orders made through 3rd party shopping carts is complicated and frustrating. Reporting, though *immensely* capable, is hampered by the lack of built-in charts or graphs. Stripe is not natively supported as a payment processor. At some point, it becomes essential to start using "satellite" helper tools, like PlusThis or MyFusionHelper, to address some of Infusionsoft's shortcomings, manage data more effectively, build graphic reports, or create custom automations. This adds to the baseline cost.

Keap Review

Kommentare: The software offered a powerful CRM solution that helped me streamline my sales and marketing processes. The centralized customer data and automation features greatly improved my ability to manage and nurture leads. The user-friendly interface made it easy to navigate and utilize the various features of the software. However, the limited customization options and relatively basic reporting capabilities were areas that could be improved. Nonetheless, Keap proved to be a valuable tool for managing customer relationships and driving business growth.

Vorteile:

One of the things I liked most about Keap was its robust customer relationship management (CRM) features. The software provided a comprehensive set of tools for managing customer interactions, tracking leads, and automating sales and marketing processes. The ability to centralize customer data, including contact information, communication history, and purchase behavior, allowed for better customer segmentation and personalized communication. The automation features, such as email marketing campaigns and lead scoring, helped streamline workflows and improve efficiency. Additionally, the intuitive user interface made it easy to navigate and quickly access the information and features I needed.

Nachteile:

One thing I liked least was the limited customization options within the software. There were some instances where I wanted to tailor certain features or workflows to better align with my specific business needs, but the flexibility to customize was somewhat restricted. Additionally, the reporting and analytics capabilities, although useful, could have been more advanced and comprehensive. More advanced reporting options would have provided deeper insights into sales performance and campaign effectiveness.

With the right customization, 3rd-party add-ons, and time... it can do anything

Kommentare: Personally, I've become an expert in it and love it. It allows me to customize and produce a high volume of marketing campaigns and keep thousands of records pretty clean. It's taken a long time to get there, and can be hard to keep everyone who needs to have their hands in it trained up well. But if you need an advanced CRM it does the job.

Vorteile:

Incredibly high level of customization. Automation options are way above your beginner CRMs. Deliverability & email server reputation seem good. There are reports about everything imaginable (almost). Also over the last several years, they've been extremely active in adding new features and modernizing the platform.

Nachteile:

To really use this to its full potential takes a LOT of learning or training. After years of being neck-deep in it, I can do a lot of things but it's sometimes difficult to train other people on the team to have the same level of use. This can be limiting if dealing with a large team. Improvements are being made but I wouldn't call this user friendly yet (using Max Classic version). If you're going to jump into this you should have a really competent marketing operations person who can lead the technical implementation and ongoing needs. Certain helpful features require 3rd party connections that cost extra but at the same time, they seem to be getting closer and closer to eliminating that with new features.

Too many broken connections between databases

Vorteile:

Simple to learn and use. Navigation was ok, capable of making some good looking emails, email campaign system was pretty cool and easy to do with some limitations of what it could do.

Nachteile:

Databases not linked, meaning if you make an email in their marketing area, you cannot save it and use it in your individual emails. Templates are not transferable, so you have to send individual emails by creating a tag of the customer name, apply the tag to the customer, then send a broadcast email for ONE email in order to use the template. They SELL you on their ability to take email lists and mail to potential customers (say, from a trade show). But then they give you a HUGE legal disclaimer that won't allow you to actually DO this. They will charge you $250 per email which gets a complaint (I got zero, but I did not send to a generic list). When you call to ask to do something, 50% of the time they are NOT available, or you have to wait up to about an hour on hold. There seems to be only ONE guy who knows the database and if you point out something like the incongruity of the databases, he will simply tell you "we can put this on our list of fixes" and then do nothing about it. They spend an inordinate amount of time to help you buy or use free marketing setups in their "marketplace," but meanwhile they have so many glitches that they simply refuse to fix.

Solid Tool for Small Businesses

Vorteile:

Infusionsoft isn't a perfect tool, but it's a solid choice for a small business without ambitions to scale rapidly (i.e. think accounting firm, not tech startup). The "all-in-one" nature of the tools is excellent as it simplifies marketing and sales operations for businesses without the resources to hire a dedicated person to manage disparate solutions and the integrations needed to make them interact. The campaign builder is pretty easy-to-use, the landing page editor is making serious strides, and the email editor is pretty great and requires zero HTML/CSS knowledge. The referral module is useful, especially for businesses just wanting a simple affiliate program. While I have a few gripes with the API, the available integrations are impressive. Some in the space (read: Zoho) really limit these as they want to force your hand to use their solutions, Infusionsoft doesn't. They offer a landing page builder but provide a great LeadPages integration. They offer eComm, but offer a great Shopify integration. Their consultant/partner network is impressive as well. Lots of specialized help available for customers who want it.

Nachteile:

The campaign builder is great for a novice (i.e. the target market) but limiting for a more advanced user. I.e, you can't spark an action from an opened email or field value changing. The lead scoring isn't flexible, which is limiting for an organization with unique needs or a clear vision. The shopping cart and storefront builder aren't what I would call slick or flexible but hey.. they integrate with Shopify and many others if you need better. The USPS shipping integration leaves a lot to be desired, real-time estimates would be great. The CRM has almost no customization. Simply being able to hide unwanted fields would be a huge benefit to usability.

Keap revolutionized the CRM market

Kommentare: Keap helps us to solve problems of any kind in our company, giving us the ability to be 24/7 with our customers, this being one of the great benefits that Keap gives us. We have been able to capture customers through Keap saving a lot of time since they are filtered by departments. Keap takes the form of collecting many types of inquiries on our website allowing self booking and self payment.

Vorteile:

Keap has been one of the first in the market to innovate the CRM product. It has allowed us to have a single source of leads worthy of giving any company competition, having all the notes in order, active follow-up, information gathering and time saving through simple automation using Keap. The ability to create marketing campaigns is impressive, the sales funnel grows bigger and bigger and the rewards keep coming. Keap has adapted to our business quickly and concisely. This platform has given us the tool to automate sales processes, customer acquisition marketing, sales pipelines and mainly internal and external lead capture. Keap is recommended to use for front-end marketing, although it has certain flaws with the back-end in general it is recommended to use it.

Nachteile:

Keap lacks flexibility in the appointment feature, the way it is set up for availability needs to be improved so that the customer can set it up from any remote computer. The text messaging service is not yet active in some regions and the Business Line needs to be enabled for the majority of users who have contracted the service.

Customer Service or Sales CRMs

Kommentare: Looking at most CRMs the database aspect is pretty much the same from one to another. What I have found is that most are slightly better setup for sales than for customer service. Without diminishing the importance of sales (we all need them, all the time) we are a customer service-based company and follow many qualitative data points of customer satisfaction and comments. We use them to keep track of current service levels and to anticipate the needs of our clients. InfusionSoft has been very good at helping us identify these data and prepare them for analysis. SalesForce is not as friendly to helping us find and use them. I take nothing away from SalesForce and a robust sales program for medium and large operations, however small to medium businesses that are driven by customer service more than sales will find that InfusionSoft is more tho their liking. As for the value, both are reasonable in terms of ROI, but InfusionSoft is less costly and has a much softer, more relaxed sales team. After sale, InfusionSoft is outstanding in helping capture complex, less obvious data about our clients. InfusionSoft represents the concierge service level that so many businesses are trying to develop and maintain with their customer base.

Vorteile:

The people of InfusionSoft know how to help customize their software to whatever you want to follow, no matter how unconventional it is. They work hard at through free of cost assistance to leverage their program to the clients benefit. They have a large and deep community of users that help enrich the users' experience.

Nachteile:

Its integration is less ubiquitous than that of SalesForce, but is growing constantly.

Don't do it!

Kommentare: Our experience has been very challenging. Thanks to InfusionSoft, we are now able to send automatic messages to our customers when they purchase a product. Unfortunately, our customers also have received receipts for past purchases that looked like possible identity theft, and have had their cards automatically charged multiple times for the same product based on a setting checked (or not checked) in a campaign or the system by IFS staff. We have also had multiple consultants not respond to our email questions, and were charged by IFS when they said they would remove a charge. The right hand does not know what the left hand is doing. I would definitely not choose this product for our organization if I could go back and do it again.

Vorteile:

The promises made by the salesperson, the kickstart consultant, the data transfer team and the customer service specialists that this software would help us immensely. We do like the ability to automate responses to emails and follow up with clients.

Nachteile:

The constant and enormous mistakes made by InfusionSoft staff, including a data transfer error that generated over a thousand receipts for past purchases made with our organization (which made our customers believe they had been hacked), and a situation when they charged a customer's card over and over automatically, so that customer was charged $21,000 over Thanksgiving weekend. We have had to purchase many add on pieces of software to make the IFS software work and of course, we were unaware of all the extra costs we would incur making this work. We have also been frustrated by the lack of response of some Infusionsoft staff to both email and phone messages. This has happened to our Office Manager, our Board President, our Training Director, and myself.

A Strong CRM / Email Marketing Solution / Not Trivial to Set Up

Kommentare: Infusionsoft is a CRM solution designed for small businesses. It's not the tool for enterprise or medium sized businesses needing more than 15 to 20 seats. Think of it as a MailChimp / Saleforce with an emailing workflow engine. It allow you to build email sequences that adjust the content you send based on what each contact does. That's an over simplification, but at it's core that what it does. It's got a huge community of add on products supporting it. You can build membership sites with it. You can enable call centers with it. The application are numerous, but it is not a tool very everyone. There are times when its not a fit. Many business owners take it on expecting to configure it with minimal outside help. That is probably not a good idea. It's like building your office network yourself following YouTube video instructions. You may get it done, but not without a lot of time and frustration. Even worse, when you are done, you may have made mistakes an experienced person would never do that keep you from making the best use of the tool especially in the long run.

Vorteile:

The tool has a lot of power. It enables you to automate email campaigns targeting each contact based on what you know about them. If they answer a question on a form, you can sent them one thing. If you learn they live in one state versus another, you can customize content to them. If they visit specific pages of your site and login many times into your membership site, you can change what they see. It has a huge amount of power.

Nachteile:

It's not a do-it-yourself tool. Lot's of people complain saying it's too hard to use and too expensive. Infusionsoft is a complex piece of software. If a complete newbee could make it work perfectly on their own, it wouldn't be able to provide you with all the feature it includes. I have seen Infusionsoft sold from the stage with promises that it's a self-serve, DIY solution. Honestly, it is not. That's why you have a very healthy Infusionsoft consultants and partners community servicing it. These consultants and partner focus on all aspects of the solution working to help business owners put the tool to good use.