Keap

What i like the most is the way it tracks mu leads from a campaign and how automations work. It allows me to follow leads on every step of my funnel

I like every feature of it, however price could be a little high compare to other platforms with similar features but less expensive

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.

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.

My favorite part of using Keap software is all of the great features to automate marketing and follow-up! Excellent support and concierge service.

EXTREMELY high learning curve. Need and entire course to learn how to use all of the features efficiently and effectively.

Infusionsoft is a great tool for small businesses that need to kick it up a notch with their marketing automation. It offers an easy to use visual workflow builder and although the learning curve is a bit steep, once users get the principles, the customization is a great trade off.

Infusionsoft does have its quirks and the learning curve can be steep for those who are not technical or logical. Recommend working with a partner to get past this challenge.