Keap Erfahrungen

Vorteile

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.

Nachteile

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.

Vorteile

It's very quick to get started. Easy as well.

Nachteile

The ads were a bit too much. And random calls at all times.

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.

Vorteile

Keap is a great tool for innovative marketing and commercial strategies due to its many compatible connectors. Keap not only meets but also makes it simple to integrate beyond our immediate needs, including lead management, email campaigns, VOIP, and Gmail.

Nachteile

There isn't anything I don't like, however it would save time if you could import numerous emails into a campaign instead of having to write each email from scratch. Also, a simplified contact view would be helpful for basic users who only need access to contact records. Lower-level Keap users get access to a very beautiful basic view, but individuals who need the full suite of features offered by the Keap/Infusionsoft integration will not be able to use it.

Vorteile

Keap is an incredibly intuitive and user-friendly CRM platform for small businesses. The user interface is simple and straightforward, making it easy to navigate and find exactly what you're looking for. Automation is a great feature that saves time and effort, allowing you to set up automated tasks and campaigns to take care of the more mundane tasks. Overall, Keap is an excellent CRM platform for small businesses.

Nachteile

While Keap is great for small businesses, the lack of customization options can be a downside. There are limited options when it comes to customizing the look and feel of your CRM. Additionally, there are no advanced analytics or reporting tools, meaning you won't be able to get detailed insights into your data.

Vorteile

The automation of all of the different Services needed to run a small business. CRM, phone, text in the app or desktop, email, scheduling, quotes, invoices, estorefront, Payment Gateway, Keap is all you need to run a local business.

Nachteile

The didn't have any pre configured solution for specific industry like contractors, handyman or brick and mortar stores, Doctors or Dentist, etc.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Warum Keap gewählt wurde

No automation and cost is very different...

Zuvor genutzte Software

Salesforce Sales Cloud

Gründe für den Wechsel zu Keap

The automation was limited and I get more complete service offering with Keap.

Vorteile

Easy to use.
I can create Campaigns and email marketing
Does a great job of segmenting customers

Nachteile

Search options are limited
Onboarding costs are high

Vorteile

I loved how it was an all-in-one platform!

Nachteile

It was incredibly hard to set up and use because the sales person forgot to mention that it was a robust solution for the more experienced marketer. So when I was first learning to create funnels, Keap/Infusionsoft was just too advanced for me.

In Betracht gezogene Alternativen

Kartra und Leadpages

Warum Keap gewählt wurde

I was looking for an all-in-one marketing platform.

Zuvor genutzte Software

Mailchimp

Gründe für den Wechsel zu Keap

It seemed like the best option at the time, however, I didn't realize how advanced I had to be (at the time).

Vorteile

I liked Campaign Builder the most but it was so difficult to set up, flawed, and lacking features that I had a love/hate relationship with it.

Nachteile

The limitations of all the features. It seemed that every feature sounded awesome on the surface but when you tried to implement it, there was always something missing or broken that rendered it unusable. Like SMS in campaign sequences or scheduling. Heck, I don't think they even have responsive order forms yet! I had to use ThriveCart.

Vorteile

The pipeline feature and the ease of moving customers through the pipeline for various actions to occur.

Nachteile

Without an outside company guiding us there was a large learning curve to learn all of the features.

In Betracht gezogene Alternativen

Kartra

Warum Keap gewählt wurde

Suggestion of another marketing company we were working with.

Gründe für den Wechsel zu Keap

Strong recommendation from an outside marketing company we were working with.

Vorteile

It helps me in automating my marketing campaigns like email and messaging campaigns but the main feature of Keap is its mobile app which is available on both IOS and Android which helps me to access my CRM through my mobile

Nachteile

Keap is very complex to learn sometimes the interface is irritating it takes time to get familiar with the platform layout

Vorteile

Setting up order forms for customers such as payment plans and connecting products with specific payment options.

Nachteile

High learning curve and it takes some time to get used with it.

Vorteile

Its CRM is very user-friendly and mobile friendly

Nachteile

It was missing core automation segmentation features

Vorteile

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.

Nachteile

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.

Vorteile

We love Infusionsoft because it is user friendly, intuitive and we have been able to combine our marketing campaigns into the software.

Nachteile

I can't really say anything negative about Infusionsoft.

In Betracht gezogene Alternativen

Dynamics 365

Warum Keap gewählt wurde

Dynamics was not user friendly to us - it's a very big product and we are a small company and didn't utilize even a quarter of what Dynamics had to offer plus it was expensive.

Zuvor genutzte Software

Dynamics 365

Vorteile

The training I received when I purchased this software was amazing. I learned so much not just about how to use their software but how to grow and ex[and my business.

Nachteile

For my use as a small business that is not selling products, Keap was quite expensive. There are a lot of excellent features that I didn't use because they didn't fit well or apply to my small service based business.

In Betracht gezogene Alternativen

Mailchimp

Warum Keap gewählt wurde

I switched to Keap because the presentation I saw inspired me to what more I could be ding o expand my business. IN the end, it wasn't a good fit for the cost.

Zuvor genutzte Software

Mailchimp

Vorteile

Infusionsoft is commonly referred to as "Confusionsoft" by a lot of people in the industry, simple because there's a steep learning curve during initial adoption of the software. It operates a bit differently than other CRM and email marketing software out there. However, the email marketing automation features are absolutely top-notch. The software is built to do just about anything you need with email marketing and has great deliverability.

Nachteile

Just the learning curve. It takes a while to get used to the software and it seems like there's always a better way to be doing things.

Vorteile

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."

Nachteile

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.

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.

Vorteile

I like being able to set up campaigns that run the full year making sure the customer is kept in the loop. With proper tags I can see that things are running smoothly.

Nachteile

1) Support. If you are in the US I am sure that support is much better but being 9 hrs ahead of the IS HQ I am usually stuck with the total waste of time 'Chat Support'. Two years ago support would have gotten 5 of 5, today I would give it one star at best.

2) The platform is about 5 years behind the times. Powerful but the look, usability, and feel are dated. If they don't get on this in the next year or two I would expect serious competition to start circling.

3) They remove useful tools, replace with simplicity, and then pat themselves on the back for their own awesomeness. I can write a book about the lack of flexibility in the new (1 year) email builder that was stripped of most of the designing strengths. When they added the ability underline text 4 months in (seriously) they cheered themselves to no end. How email builder was rolled out without the ability to underline is a headscratcher and I am never going to stop complaining about the removal of the HTML snippet.

***Sorry, it's always easier to remember what you don't like than what you do.

Vorteile

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.

Nachteile

Nothing to complain but i would like to mention that there should be more tutorials/guides and onboarding trainings for users.

Vorteile

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.

Nachteile

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!

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.

Vorteile

Keap is an incredibly user-friendly all-in-one CRM platform that makes it easy to manage customer relationships. I love how quickly I can access customer data and generate reports. The customer service team is also incredibly helpful and always on hand to answer any questions I might have.

Nachteile

The one downside of Keap is that it can be a bit pricey for some businesses. However, if you are looking for an all-in-one CRM platform that is easy to use and has great customer service, Keap is a great choice.

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.