Keap

Pros

I love that I can segment my clients into different groups to email them directly from Keap, and also do the same with prospective clients and past clients. Having everything in one place makes my life so much easier and streamlined and has encouraged me to do even more than I was before in regards to client communication.

Cons

I had some issues at first with the Keap phone number, but they did get it fixed, although it took quite a while. The one thing that I am missing right now with them is recurring invoicing because I would have to be the one to enter the client's credit card information in order to do that here, so I am still using another product for that.

Pros

I loved the tags and advanced segmentation I can do with my marketing funnel. I can tag users based on their actions. This is beyond amazing

Cons

It takes some time to learn how to do it and sometimes the integrations are a bit quirky with certain platforms e.g. wordpress

Alternatives Considered

Reasons for Switching to Keap

Pros

The improvement of the platform recently is remarkable, and it is a fantastic tool especially for startups.
The customer service is like no other; it has always been very helpful and knowledgeable towards me and my team. It's also a very reasonable investment compared to other platforms.

Cons

It is not as intuitive as other platforms, but i definetly got used to it and it's been very useful eversince.

Pros

InfusionSoft was great at first and exciting to learn the platform and start building campaigns. The campaign builder is by far the best part as it is very easy to understand and super easy to visualize your campaign the way it maps out. The elements, processes, communications, etc. are all on a grid map with arrows connecting and directing contacts where to go based on criteria, tags, and triggers you define and set. Once your developers connect everything you need, it is fun to create campaigns.

Cons

Two problems: the CRM is subpar and some integration connections are not ideal. In terms of CRM, there are a lot of preloaded fields as you could expect. The problem is that if there are fields you do not need or use for your business, you're stuck looking at them no matter what. You can create and add up to 100 new custom fields and define the type of field they are, but you cannot remove or even hide existing fields or tabs. Also, we used ScheduleOnce to connect to schedule leads who interacted with our site by filling out a form. Sometimes ScheduleOnce would update their system and cause problems with InfusionSoft and vice versa. Support from IS was quick to address and fix this when it was on their end though.

Pros

central location for marketing, sales and automation

Cons

Only allows reporting for one currency - would be preferable to have both AUD and USD