--- title: "Page 3 | Keap Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Page 3 - Is Keap the right CRM solution for you? Explore 1299 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/76390/Infusionsoft/reviews/?page=3" page_type: "reviews" language: "en" publication_date: "2026-11-09" --- Keap 4.1 (1292) [View alternatives](https://www.capterra.com/p/76390/Infusionsoft/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated November 9th, 2026 # Page 3 - Reviews of Keap ## Showing most helpful reviews Showing 51-75 of 1292 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Procurement Officer Used the software for: 3-5 years ### "Exemplary customization with far-reaching implications " May 17, 2024 4.0 Easy to use. Streamlining service delivery, marketing and sales processes all in one. Pros Customization gives this tool the capability to adapt and integrate with existing software. It incorporates desktop productivity tools. Sales forecasting and automation saves us time and energy on repetitive tasks. Keap has raised our metric for success by matching our efforts with digital forecasting. Brings great Sales analytics skills. Reporting and dashboard have helped us view statistics in a highly visual and engaging perspective. Cons On top of being a little expensive, the support team is quite slow. Something should be done on the cost and reliability of the customer support team. Switched from [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Automation was not fully implementable. This made it boring for repetitive data entry. Review Source Response from Thryv July 8, 2024 Hello Millicent, Thank you for your review! We're thrilled to hear that Keap positively impacted your workflow and that you find our sales forecasting, reporting, and dashboard tools helpful. Thanks again for choosing Keap! Todd A. Owner Used the software for: Less than 1 year ### "Keap Falls Well Short of Expectations" January 2, 2024 1.0 Pros I had high hopes for Keap, considering its promising concept, but my experience with the software has been far from satisfactory. The numerous bugs plaguing the system make it a frustrating and unreliable tool for managing contacts and communication. The most glaring issue lies in the phone and text features, which seem to have a mind of their own. More often than not, they simply don't work at all, leaving me in the dark when it comes to crucial communications. This inconsistency is not only inconvenient but also undermines the very purpose of the software. To add insult to injury, the mobile app performance is even worse than the desktop version, making on-the-go management a nightmare. It's disheartening to see such a lack of attention to the mobile user experience, especially in an era where mobile functionality is essential. Cons Customer service is another major letdown. My attempts to seek help have been met with abysmal response times, and when I do finally hear back, the quality of support leaves much to be desired. I've resorted to contacting my assigned representative, \[sensitive content hidden\], and his manager, \[sensitive content hidden\], but their responsiveness has been shockingly slow. Waiting weeks for a reply is simply unacceptable, and when I do get a response, it's clear that the customer service team is still grappling with the basics. In conclusion, while Keap may have a promising concept, the execution falls flat due to persistent bugs, unreliable communication features, a poorly designed mobile app, and a customer service experience that can only be described as abysmal. I would strongly caution anyone considering this software to explore alternative options with a more reliable track record and a commitment to customer satisfaction. Review Source Response from Thryv January 2, 2024 Hello Todd, Your feedback is immensely appreciated. We sincerely apologize for the challenges you've faced with Keap. Your experience does not reflect the standards we strive to maintain. Your input is invaluable in our journey toward providing a seamless and satisfying experience for all our users. Please accept our apologies for the inconvenience caused. If you are open to it, please reach out to socialsupport@keap.com so that we can look into your concerns further. Thank you. Lloyd W. Director of Operations Used the software for: 3-5 years ### "Keap Max Classic: Painfully powerful" September 27, 2023 3.0 Keap Max Classic: It does the job supporting our business. But none of us like using it. We have too many integrations and automations set up that it would just be too arduous to switch. Pros Keap Max Classic: It has a lot of features to support businesses that need the room to scale up. It is pretty powerful in what it can do. Cons Keap Max Classic: It is convoluted, complex, and confusing. We had to make custom forms and interfaces for our staff because everyone was too confused working directly within Keap. It is also SLOW. Most functions are not snappy. Creating and maintaining campaigns get really confusing really quickly once you graduate from the simplest of campaigns. Review Source Response from Thryv October 12, 2023 Hello Lloyd, Thank you for sharing your thoughts on Keap Max Classic! We appreciate your feedback on both the pros and cons. It's great to hear that you find the software to be powerful and that it has a lot of features to support businesses as they scale up. Our team is working to update Max Classic further to add more powerful features and improve ease of use across the board. We also offer free courses from our Keap Academy team, which may prove useful to your team members if they need extra knowledge on the software to make their day to day easier. We encourage you to reach out to support so that we can get you in touch with your account manager. They should be able to get you some help and resources. Thank you again for the feedback! Human Resources Generalist Used the software for: 1-3 years ### "The best CRM for email marketing in all sectors" August 21, 2023 4.0 Built-in support for email marketing was a big assist. The automation released me from the mental burden of keeping track of where people were in the pipeline and what they needed to do next based on the results of customer-facing tasks. Pros The level of automation is unparalleled. A common feature of CRMS is the lack of a "if/then" configuration option. If I tell Keap yes or no to a task, the program reacts differently depending on my answer. If you require robust automation that can do a wide variety of actions based on results, look no further. It's yours, Keap. Cons There was a lack of functionality in the mobile app. So that I could access Keap from my mobile device, I bookmarked the website. This method was effective, although it lacked caller ID. Switched from [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)[Salesforce Marketing Cloud](https://www.capterra.com/p/248536/Salesforce-Marketing-Cloud/) Keap makes it simple to automate business processes like onboarding, sales and lead nurturing. In addition, Keap facilitates the systematic rollout of elaborate automation campaigns. Keap Automation Campaigns have always been one of my favorites, and now since they support dynamic content, I have even more fun making them. Review Source Response from Thryv August 31, 2023 Hello Jennifer, We appreciate you for taking the time to leave us a review. We're happy to hear that you find our level of automation unparalleled and that Keap makes it simple to automation processes. Thank you for your feedback regarding the mobile app. IT Consultant Used the software for: 3-5 years ### "Very good workflow automation but lacks many basic features" July 18, 2023 3.0 Pros 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. Cons 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. Switched from [Zendesk Contact Center](https://www.capterra.com/p/180104/Klaus/) Zendesk Sell (at the time it was called Base) didn't offer enough automation functions, the email marketing used our own email server and costed pretty much the same. Infusionsoft expanded our world of possibilities and as of now I don't we'll ever switch to another CRM/Marketing Automation system Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Keap Infusionsoft offers all the automation we need and with a good drag-n-drop interface. You don't need to code anything and there are so many third-party plugins to make it even better Review Source Response from Thryv August 10, 2023 Thank you for taking the time to leave us a review. We're glad you enjoy the Campaign Builder and Action Sets. We appreciate your feedback regarding our Email Broadcast interface. We are working to add more updates to it, some of which should be out soon! Marketing Specialist Used the software for: 3-5 years ### "Automation of our sales and marketing processes with Keap." April 25, 2023 5.0 I am very satisfied with my experience using this software for the last three years. It has been an invaluable tool for my work as a marketer and has significantly improved my ability to automate and streamline my sales and marketing processes. If you are looking for an all-in-one solution to automate your business, I would definitely recommend considering Keap. Pros What I like the most about this software is that it allows me to organize and automate many of my daily tasks. For example, I can easily schedule a series of personalized emails for a marketing campaign and the software takes care of sending them to the right customers at the right time. I can also create custom contact forms and add them to my website, which helps me capture leads and automatically organize them in a database. Cons Some features that can be a bit confusing at first. When I was first setting up my workflows, it took me a bit of time to understand how they worked and how to customize them for my business. Also, while the tech support is great, sometimes I would have liked more customization options. Switched from [Buffer](https://www.capterra.com/p/143492/Buffer/)[Canva](https://www.capterra.com/p/168956/Canva/)[Google Ads](https://www.capterra.com/p/213339/Google-Ads/) Review Source Response from Thryv May 4, 2023 Hello Jared, Thank you so much for sharing your experience with us. We appreciate you recommending us to others! I will pass along your feedback regarding more customization options. Sarah H. System Administrator Used the software for: 3-5 years ### "It is easy to use and effective for automating campaigns" March 20, 2023 4.0 For tiny, high-tech businesses, we leverage Keap's automatic lead follow-up features. It's an excellent method to keep track of leads and customers, stay organized, and know who to reach first thing in the morning. It can also be used to promote and follow up after trade shows, webinars, and the combination of text and email message marketing. Pros For times when I need to take a break from work, it's helpful to have a system in place that automatically follows up with leads. I really like the automated email and text message sending, lead scoring, and reports on who is signing up for webinars. Cons Keap is missing crucial functionality and customer support that are essential for any expanding firm. As soon as they left the CRM, all outgoing emails were flagged as spam. The interfaces for their template makers were equally unattractive. Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) Keap performs the fundamental functions of a customer relationship management system and aids with note consolidation. It performs all the functions of a considerably more expensive fully-integrated multi-CRM system, but at a far more reasonable cost. It's like having a notepad, lead tracking, and email marketing all in one. Review Source Response from Thryv May 4, 2023 Hello Sarah, We're glad to hear that you're pleased with Keap! Thank you for taking the time to share your experience. We love hearing from users who use automation to give themselves time back. Digital marketer Used the software for: 1-3 years ### "Great product" March 20, 2023 5.0 Pros One thing I like the most about keap is that the system is easy to set up, even with it many feature. Then I can also segment the email of my client mail each segment separately. I can equally mail my prospective client separately. With all of this feature in place, I find it easier to get in touch with my client. Cons Keap is a great tool. But the customization aspect is not great. The app do lack adequate customization to make marketing more effective. I also think the importation of email can be faster if a tools is added to import emails rather than writing them from scratch Review Source Response from Thryv June 22, 2023 Hello Jonathan, Thank you for taking the time to share your experience with Keap. We're glad to hear that you had an easy time setting up your account and that using Keap's features has made it easier to get in touch with your clients! We appreciate the feedback regarding email customization. We are always looking for ways to improve. We will pass that feedback along to our team. Carlos Eduardo D. Digital Marketing Specialist Used the software for: Less than 1 year ### "Keap revolutionized the CRM market" February 13, 2023 5.0 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. Pros 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. Cons 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. Review Source Response from Thryv March 7, 2023 Hello Carlos, Thank you for taking the time to leave a review! We're glad to hear that Keap has been able to make a difference in your business. We are working on extending our phone line out to further territories. We will also leave feedback on your behalf regarding Appointment settings. Managor Used the software for: 1-3 years ### "Keap the review " January 23, 2023 4.0 Pros The advantages of this program is that it is easy to use and also provides many services such as scheduling appointments Cons The disadvantages of this program is that it sometimes makes mistakes in e-mail shopping, and we hope that you will develop from that Review Source Response from Thryv February 1, 2023 Hello Yousef, We appreciate that you've taken the time to leave a review. We're glad to hear that our software was easy to use and that you enjoyed the services we provide. We're unsure what you mean by email shopping, but if you'd like to go into more detail, feel free to drop a message here. https://keap.com/tellus Thank you! Directora Used the software for: 3-5 years ### "Keap es una herramienta fundamental" January 12, 2023 5.0 Es uno de lo softwares donde más trabajo y donde menos problemas tengo. ¿Cuál es mi conclusión? Es una experiencia muy positiva. Además, ante cualquier problema que tenga, el servicio de atención al cliente es muy ágil y resuelve las dudas muy rápidamente. Pros Una vez te haces a la herramienta, es ágil y permite una gran variedad de acciones. Cualquier cosa relacionada con la segmentación de audiencias, control comunicativo, así como automatización de marketing es realizable gracias a todas las cosas que ofrece. Cons Es un software poco intuitivo en algunos aspectos, la curva de aprendizaje es algo lenta y cuesta explicar cómo hacer un buen uso de esta herramienta a compañeros. Switched from [RD Station](https://www.capterra.com/p/180098/RD-Station/) Porque son dos productos que no tienen nada que ver, aunque gran parte de las funciones sean similares. RD Station era más torpe y la producción con él era más lenta, además de no tener todas las prestaciones sde keap. Review Source Response from Thryv January 12, 2023 Thank you for taking the time to leave a review! We're glad to hear that Keap works well for you. We are working on extending our educational resources to make Keap more accessible for all Users. Palla S. SEO Consultant Used the software for: I used a free trial ### "Is Keap the Right Marketing and Automation Tool?" January 4, 2023 4.0 Marketing and automation platform that provides a range of tools for email marketing, social media marketing, lead generation, and more. It includes customer relationship management (CRM) features such as contact management, task and activity tracking, and sales forecasting, and offers a range of integration options to connect to other software and tools. Pros Comprehensive marketing and automation tools:Customization optionsCRM capabilities:Integration optionsSupport and resources: Cons Cost and Complexity of the tools. While Keap is designed to be user-friendly, it can still be a complex tool with a learning curve. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[Bonterra Network for Good](https://www.capterra.com/p/111128/Bonterra-Guided-Fundraising/) Review Source Manuel E. Tecnic Used the software for: 3-5 years ### "Muy buena" November 7, 2022 5.0 Muy buena muy compatible con sistema operativos Pros Plataforma de CRM en línea bien establecida con herramientas de marketingUsamos keap para administrar la base de datos de nuestros clientes. hicimos marketing por correo electrónico, generación de prospectos, formularios internos, plantillas de correo electrónico y campañas automáticas y más. Me complace decirle que, aunque podemos encontrar muchos sistemas de CRM baratos, Keap es el mejor y vale la pena. porque, todos los días están tratando de darnos la mejor experiencia. recibimos actualizaciones periódicas con muchas características nuevas. Una cosa más para mencionar. Allí, la atención al cliente fue muy útil para nuestro personal cuando se incorporaron. No solo para el personal sino también para la administración. ellos brindan apoyo oportuno. Me gustaría recomendar Keap CRM para cualquier negocio. adelante sin dudarlo. Al principio será difícil adoptar un nuevo sistema. pero cuando se trata de Keap, te ayudarán a llegar allí sin ningún problema. Cons Quizas mas opciones de email marketing aunque es optima Review Source Kavindu Githsara K. Technical System Specialist Used the software for: 3-5 years ### "Well Established Online CRM Platform with Marketing Tools " October 12, 2022 5.0 We used keap to manage our customers database. we did email marketing, lead generation , internal forms, email templates and automate campaigns and more. I'm happy to tell you, even we can find lots of cheap CRM systems out there, Keap is the best and it's worth for money. because, everyday they are trying to give us the best experience. we got recurring updates with lots of new features. One more thing to mention. There customer support was very helpful for our staff when they onboarding. Not only for staff but for admin too. timely support is given by them. I would like to recommend Keap CRM for any business out there. go ahead without any hesitation. At first it will be hard to adopt a new system. but when it comes to Keap, They will help you to get there without any troubles. Pros This system has everything that needs for a business for up and running. Even for a startup business also able to adopt this system to their workplace very easily. The best feature that i saw is Email Automation. As a admin i was able to create and schedule lots of email campaigns for our customers. it is very easy and straight forward. Campaign builder interface is very user friendly. even my non computer literacy people also can build and automate an process within few minutes. It provides lots of integration options with third party applications. Also It provides lots of tools to manage our marketing procedures. Cons Nothing to complain but i would like to mention that there should be more tutorials/guides and onboarding trainings for users. Review Source Response from Thryv October 13, 2022 Hi Kavindu, Thank you so much for taking the time to leave a review! I'm glad to hear that Keap's feature set has met many of your business needs and our support team helped you integrate it seamlessly into your business. Richard B. Chief Strategist Used the software for: 3-5 years ### "A fabulous CRM for professionals, consultants, and small business owners" September 16, 2022 5.0 I've had a few tech issues with the software over the years. Often I can get the help I need via online chat but when there is a bigger problem I'll call in and a support tech will walk me through it. Very pleased with Keap Support. Pros I've been using the software since 2008 and absolutely love it. We've leveraged the software to grow several businesses including 10Xing one of them in just 39 months. Cons The software is EXTREMELY powerful but the trade-off is that there is some complexity and a bit of a learning curve. There are simple programs like ContantContact and Mailchimp and they're ok but if you really want a powerful way to grow your business those lightweight options are not going to get you there - you need something more robust. Review Source Response from Thryv September 16, 2022 Hi Richard, Thank you so much for taking the time to leave a review! I'm glad to hear that Keap has helped you grow several businesses and that our support is able to meet your needs effectively. Denise W. Marketing Specialist Used the software for: 1-3 years ### "Keap, a robust and user-friendly program" September 16, 2022 4.0 It provides us with the flexibility to perform a wide range of segmentation operations to meet our specific requirements; for example, when developing a marketing campaign, we can divide our target audience into subsets based on factors such as their level of product familiarity, the frequency with which they make purchases, and their potential lifetime value as customers. It also includes a customer relationship management system that lets us delegate work and monitor both individual and collective productivity. Pros With the support of Keap, I am able to automate my clients' operations. Through the use of numerous opt-in methods, I am able to collect leads, develop and release goods, and set up automated distribution schedules for both products and campaign emails. In order to streamline the referral procedure, you can use the referral partner function. Cons If a contact does not seem to be actively engaged, Keap will mark it as opted out. To fully take advantage of the program's features, I believe it requires a significant time commitment to study each module and tool. Switched from [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) This program and all of its features provide us with everything we need to do thorough marketing. It has an SEO administration panel, allowing us to fine-tune our newly-built webpages for maximum visibility in search engines. In addition, we can see how long users spent on specific parts of the website thanks to the heat maps that the platform generates for us. Review Source Response from Thryv September 16, 2022 Hi Denise, Thank you so much for taking the time to leave a review. I'm so glad to hear tha Keap is an effective solution in your business for lead management, SEO, and more. Jacob S. Marketing Director Used the software for: 3-5 years ### "With the right customization, 3rd-party add-ons, and time... it can do anything" August 4, 2022 4.0 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. Pros 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. Cons 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. Review Source Response from Thryv August 8, 2022 Hi Jacob, Thank you so much for taking the time to leave a review! We're glad to hear that Keap is such a great solution for you. We do offer a variety of ways for customers to get trained on using Keap - including onboarding coaching, webinars, and more! We encourage anyone looking to get acclimated with Keap to take advantage of these resources. Mohan Lal D. Freelancer Marketing Consultant Used the software for: 3-5 years ### "Best marketing automation software for small businesses" January 24, 2022 5.0 Keap is a beast in itself in which you can do things effectively provided that you use it effectively, and know your way around it. We used Keap for managing our Contacts, sending promotional emails, marketing automation, and e-comm. Keap became much easier to use as we got to know the right ways of doing things starting from tag naming conventions, right ways of using Goals, Campaign links etc. And, now it is one of my favorite software when it comes to Marketing Automation. Pros I like various things about Keap including: 1. Being able to use tags. This helps in organizing contacts in the proper way (when used effectively, you can easily see things from Macro to Micro levels in your list) 2. Marketing automation capabilities of Keap are best. This includes things like billing automation for e-commerce as well. 3. Being able to use third-party tools like Deadline Funnel, PlusThis helps in making things more personalized and improving conversions for promotional campaigns. 4. Dynamic Content, this helps in making automation campaigns better & simpler Cons Nothing apart from, it is a bit on the expensive end. Switched from [AWeber](https://www.capterra.com/p/95949/AWeber-Email-Marketing/) I wouldn't say that we switched from Aweber as when I started in the organization they were using both Aweber & Keap. Aweber for sending emails to paid members, and Keap for Marketing & CRM purposes. Later, during the optimization phase, we totally shifted things from Aweber to Keap as the business had grown and we wanted to use single software for sending our emails. Review Source Response from Thryv January 28, 2022 Thank you for taking the time to leave us a review. We love your valuable feedback and are thrilled that Keap has been able to help you grow your small business. Martin R. Managing Partner Used the software for: Less than 1 year ### "I've never felt so uncared for as a customer" May 26, 2021 3.0 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. Pros 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. Cons 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. Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)[Instapage](https://www.capterra.com/p/141695/Instapage/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) We wanted to build our CRM and marketing tools around a single platform instead of a handful of them. Alternatives considered [Ontraport](https://www.capterra.com/p/220784/Ontraport/) Reasons for choosing Keap Keap looked to be more mature and is widely used in our industry as the platform of choice. Review Source Owner Used the software for: 3-5 years ### "Infusionsoft refuses to make simple fixes. Terrible for business to business!" October 24, 2019 2.0 I'm business to business and have spend over $100,000 on development to overcome its inadequacies. Pros Not sure. It has lots of functionality but most everything is clunky. Only comes with 99 custom fields and you can't modify the home screen. When you click around it always defaults you to a place you don't want to be. If you look up a contact it insists on defaulting you to first name and it has a nasty delay. So if you want to search by company you will start typing and then after the delay it will switch you to first name. You can't choose the view to do your lookups and it defaults to the record view, which I never use. So every time I do a search that turns up multiple records I have to click on the list view. Another infuriating thing is that if you want to sort by a field in list view it defaults to zto a instead of a to z. They will never fix anything even if it is a 2 minute fix. Cons It uses a flat database that is terrible for business to business. No primary fields or tags so if you add a company contact there is no way to tag or have company related field data updated to the new contact without expensive api coding from your website. They added linkedin, facebook and twitter years agobut didn't include the fields in the mass update section. What does this mean? When linkedin changed their url format I was stuck with over 3000 records with bad url's. So with any of their other fields you lookup the filled fields and then you choose mass update contacts and click on the allow blank fields to remove existing data. Well they didn't include the fields here so you can't do it. Maybe just export the records and replace the filled fields with empty into a csv file and import to remove the data. That doesn't work either. Blank field data won't replace filled data in a modify existing records merge. If you try chat support you will more than likely get a foreign support person (mine was from the Phillipines) who will act like he or she has never heard of this problems and make you explain it over and over and ask you to do a million unnecessary tests. I finally became so frustrated that I called support, got someone who at least admitted that it was impossible to fix. All the while I had the chat person on still instructing me to do more tests. The phone support person kept trying to get me to drop chat but I made her see how ridiculous it was. Switched from [Act!](https://www.capterra.com/p/175860/Act/) Needed CRM to interface with website. Lame developer recommended and we didn't realize until we were far down the road that it is absolutely horrible for b2b. Reasons for choosing Keap Because I'm brain dead! Review Source SEO Used the software for: 3-5 years ### "Infusionsoft is Broken" May 20, 2019 2.0 As a customer of 7+ years who used to be 100% on-board, even going as far as to fly to Phoenix to attend Infusioncon, I would not recommend Infusionsoft anymore. Pains me to say this. Too many bugs, too many excuses for things not working, not worth the hassle anymore. Pros I liked what this product was many years ago. Not so much in recent times. Cons Infusionsoft is broken for a few reasons. The first is that all out emails to Yahoo and Telus are bouncing. This is a problem that Infusionsoft has and knows about and has been working on for well over a month. As a result, expect days where some of your emails to Yahoo to go through, and days where none go through at all. For Canadians, that means all Rogers emails will bounce. The second issues is the lack of knowledge from Infusionsoft's customer service. Expect the person on the other end to have a very small amount of knowledge, and expect that they will go away and ask someone for an answer. If you speak to someone else 5 mins later then expect a completely different answer. Expect bugs. Lots of bugs. For example, sometimes contact field merging just doesn't work at all. Their workaround solution was to not mention the customers name in the email. "Hello John" should be replaced with "Hello". Another problem is merchant integration. Infusionsoft (now known as Keap) have slowly but surely been removing 3rd party merchants from working with Infusionsoft. If you use Keap payments which is their own merchanting, then you should be alright. If you use another merchant service then expect things to fail for you. As an example we used Beanstream as our payment gateway until one day we got a message saying that Infusionsoft hasn't been working correctly with Beanstream for a few weeks. I guess having their own merchant inhouse means they can have full control. Review Source Response from Thryv June 20, 2019 Thank you for sharing your feedback. We are sorry that you've been impacted by the industry-wide challenges with email deliverability for Yahoo & AOL. Our team has worked diligently and quickly to improve deliverability by partnering with the Verizon Media group to obtain better insight and solutions in order to improve these rates and provide the best email deliverability possible for our customers. Our efforts are paying off and we are now seeing delivery rates up to 93% and should be entirely resolved in the near future. Regarding the merge issue earlier this year, it has been fixed, and we apologize for the inconvenience. Our QA team has made improvements to reduce the number of known issues for our customers. We would like to be able to provide you with additional assistance and welcome you to please reach out to advocacy@keap.com to connect you with a senior customer service support representative. We are here and your success matters to us. Regards, Sarah, Keap Advocacy Mgr Leslie H. Owner Used the software for: 3-5 years ### "Gave me my life back" January 11, 2019 5.0 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! Pros 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. Cons 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. Review Source Vincent Po I. Managing Director & Global Chief Marketing & Technology Officer Used the software for: 3-5 years ### "We were a loyal IS customer for 10 years until..." November 5, 2018 4.0 Product is fine, but management, support and client service leaves a lot to be desired. Pros The product itself is very useful and good. While there are no "perfect" automation apps on the market that fulfill all our requirements, IS did a relatively good job of it. They've been pushing lots of regular updates which is good, but doesn't make up for what I'll describe in the Cons section. Cons Many other automation apps have built-in features that are very useful, but Infusionsoft requires a LOT of 3rd party apps (which adds on a lot of costs for a small business) to do a lot of things other apps have out of the box. As mentioned, I understand no app on the market is 100% perfect and the other apps have their own deficiencies. The worst part of Infusionsoft is not the product itself (the product is relatively good) but it's the entire management and customer support that is problematic. Often times, chat support (while friendly & quick), is not very familiar with the IS product. Often times, it's the we the customers who know more than they do. Finally, as mentioned, we were with IS for 10yrs and then they decided to raise our price by 400% giving us only 30 days notice via email (and a poorly written one). This has caused a furor amongst long-time clients & resulted in a large exodus of long-time clients. Apparently the new management didn't really care, despite many of thus believed we were grand-fathered into our original plans. All in all, many of us felt it was poorly handled by management and that's why we left them after ten years, despite the pain of migrating to a new platform. They are trying to expand globally but IS is still not really setup to work internationally. We were probably one of the first companies in Asia to use them and they completely ignored our feedback or even show any interest us when we attended a live seminar with them. Review Source Rachel C. Marketing Consultant/ Founder Used the software for: 3-5 years ### "I used to be a huge supporter but the company has gone downhill! Problems are becoming to much!" February 8, 2018 3.0 Not really going to give you what some of the big CRMs offer, so don't expect that, but it does let you do the emails in HTML format for broadcast emails and track open rates, it also lets you do anything you build the campaign for with the right add-ons from other companies. You will definitely need plus this if you want to send text messages. Also be aware that the email marketing is severely limited because of the spam filters being set so high even when someone signs up for contact online. Pros I really like the way campaigns operate and that you can install forms directly into the website. It is something where you get what you pay for and it shows. While they offer a way to get things done it is not always the easiest or smartest way. There are usually ways to work around issues but not direct solutions. Cons What I have found is that there are real problems with integrations and each update seems to cause added glitches. The whole identifying that we have permission to respond to someone who contacts us online is a giant pain. I know that they don't want to assist spammers but they are making it harder for us to respond. Often we have to go in and send out a confirmation email to someone in order to put them into an appointment reminder campaign. Which is absolutely ridiculous. If they have an appointment we are not spamming them. The other issues are the integrations that they blame the party trying to integrate with and they offer ZERO assistance on their end. They make you go find developers instead of having people on staff who could charge per integration. It is annoying and makes integrating much harder than it should be! Also even using Zapier we have had issues with integrating, It causes multiples of contacts to be sent and then it causes the problems with making it work correctly to the point we just disconnected! Review Source Orthodontist Used the software for: 3-5 years ### "For the smart marketer" November 17, 2017 5.0 Providing consistency over the 1-2 year period our customers work with us. Better handling of leads, turning them in to better conversions Automating mundane tasks like letters, cards, packages, etc. Generating referrals in a consistent trackable manner. Warming leads more effectively Combining online and offline interactions Notifications of important milestones in the sales and fulfillment process Pros Customizability is my favorite part of Infusionsoft. It is very powerful to be able to have it do exactly what you have dreamed up. It seems pretty simplistic at first, but when you get into it, you start to realize that the possibilities are endless of what you can accomplish and do with it. For me the CRM and Campaign builder are doing automated tasks for me that would take our team hours to accomplish, and catching our sales and fulfillment process at critical time points to make sure our patient experience is the best it can be. I really love and use campaign builder . . . a lot. You can make campaigns do whatever you want AND make them start to perform based on the interaction that your customers have with the campaigns. That is very powerful and one of the big differentiators IS has from other software I have found. I've used IS for about 4 years now and I'm building new things every week to help reduce the tasks I do and my employees do. I also love the community. Going to ICON (the conference that infusionsoft puts on) was one of the best experiences I have had as a business owner. It was amazing to see thousands of small business owners making things happen and helping each other. Infusionsoft really does live by its tag line "We help Small Businesses Succeed." Cons There is work involved. I'm not really trying to be facetious. So many times we want a silver bullet that makes everything as easy as wasting 6 hours on your friends facebook feeds. In life in general, it's not easy to customize anything, but when it is finally tailored right to what your business needs, it is very powerful. Infusionsoft isn't a few clicks here and there and over with, but if it were, it wouldn't be the powerful machine it is. So you have to be willing to invest in harnessing it to your wagon and making it work for you. That investment can potentially involve you or your staff learning how to use it, and/or hiring third party companies who help you get it doing what you want it to do. As long as you go into it knowing that there is tremendous benefit from both of these investments, your business will be influenced for the better. Infusionsoft has a lot of things that are cookie cutter easy, but I think of it more like a cookie cutter maker than some software that does one or two things well and leaves businesses lacking in functionality or customizability. Learning the skills I have gained in Infusionsoft have totally transformed the way I think about marketing to my patients and everyone around me. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.