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Software designed specifically for small businesses, Infusionsoft intelligently helps you get your daily work done.

Product Details

Infusionsoft by Keap automates your sales, marketing and business processes in one place, giving you the flexibility and power you need to close more business with confidence. Easily deliver the right message to the right customer automatically through custom automations. Manage your sales process with customizable stages and workflows. Improve your sales & marketing performance with insights and reports.

Contact Details

Keap

http://www.infusionsoft.com

Founded in 2001

Located in United States

Keap (formerly Infusionsoft) Pricing Overview

Keap (formerly Infusionsoft) pricing starts at $79.00 per month.There is not a free version of Keap (formerly Infusionsoft).Keap (formerly Infusionsoft) does offer a free trial.See additional pricing details for Keap (formerly Infusionsoft) below.

Starting Price

  • $79.00/month
  • Pricing starts at $79 & includes everything you need to grow your business.

Free Trial

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours
  • Online

Keap (formerly Infusionsoft) Features

Campaign Management
Interaction Tracking
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Contact Database
Contact Import/Export
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search/Filter
Segmentation
Shared Contacts
Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
A/B Testing
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
A/B Testing
Analytics
Drag & Drop
Form Creation
Real Time Editing
Responsive
SEO Management
Templates
A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management
A/B Testing
Analytics/ROI Tracking
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages/Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking
Cataloging / Categorization
Customer Service Analytics
Customer Support Tracking
Email Response Control
Knowledge Management
Live Chat
Performance Metrics
Search
Self Service Portal
Calendar Management
Client/Property Matching
Commission Management
Contact Management
Document Management
Email Marketing
Lead Management
Listing Management
Property Management
Website Management
Business Card/Badge Scanning
Calendar/Reminder System
Document Storage
Forecasting
Lead Scoring
Live Chat
Marketing Automation Integration
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
CRM
Data Security
Email Marketing
Inventory Management
Kitting
Mobile Access
Multi-Channel Marketing
Multi-Store Management
Promotions Management
Returns Management
Reviews Management
SEO Management
Templates

Keap (formerly Infusionsoft) Reviews

Showing 5 of 1040 reviews
Overall
4.1/5
Ease of Use
3.5/5
Customer Service
4.1/5
Daniel S.
Head of technical support
Computer Software, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
September 20, 2019

“Well thought out and executed CRM”

OverallHaving 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.
ProsThe 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.
ConsThe 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...
Reviewer Source 
Source: Capterra
September 20, 2019
Bob G.
Supervisor
Retail, 51-200 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
3/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: SoftwareAdvice
August 16, 2019

“I love Infusionsoft”

OverallI have enjoyed using Infusionsoft for 4 years. It is a great value for what you get. Onboarding is costly but monthly fees are reasonable. Support is mostly provided by 3rd parties.
ProsEasy to use. I can create Campaigns and email marketing Does a great job of segmenting customers
ConsSearch options are limited Onboarding costs are high

Vendor Response

By Keap on August 29, 2019
Bob, Thank you so much for the high marks and your valuable feedback! So glad to hear the power of the product is beneficial to you and your business! All the best, Paige, Social Media Specialist at Keap
Reviewer Source 
Source: SoftwareAdvice
August 16, 2019
Crystal Y.
Wedding Officiant
Think Tanks, Self-employed
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
3/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
May 17, 2019

“Porsche of CRM's”

OverallThey'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.
ProsI 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.
ConsIt 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.
Reviewer Source 
Source: Capterra
May 17, 2019
Andron O.
Marketing manager
E-Learning, 1-10 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
2/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: GetApp
February 28, 2019

“Powerful and flexible engine for a tech-savvy business”

OverallInfusionsoft 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.)
ProsThe 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.
ConsOver 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.
Reviewer Source 
Source: GetApp
February 28, 2019
Leslie H.
Owner
E-Learning, 1-10 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
3/5
Features
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
January 10, 2019

“Gave me my life back”

OverallIt 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!
ProsThere 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.
ConsI 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.
Reviewer Source 
Source: Capterra
January 10, 2019