Keap (formerly Infusionsoft)

"Diverge Performance Therapy Review "

Opmerkingen: The biggest problems Infusionsoft has solved for me has been easily tracking and managing all new leads coming into my business, as well as giving me an easy way to stay in touch with and market to everyone on my email list. It's also allowed me to build out nurture systems to automatically send out emails and communications to new leads who haven't quite made the decision to book with me. The best part is all of this is working for me 24/7 behind the scenes without any work on my part now, so it allows me to focus my time on growing my business and working with my clients.

Pluspunten: Infusionsoft has been invaluable for the growth of my business. As a one man show currently running a cash based physical therapy practice, the biggest struggle I had prior to Infusionsoft was organizing and tracking all of my new leads, and implementing an easily trackable and repeated follow-up system. With Infusionsoft, I'm now able to tag and track every single lead that inquires about my services from the initial touch point all the way up to becoming a paying client. It's taken the stress out of managing new leads and follow-ups and has given me the freedom to focus on my clients. Not only that, but I've also been able to create campaigns that target patients after they're done working with me in addition to easily sending out broadcast emails weekly, which allows me to easily stay in touch with all the people that I've worked with. This helps me to stay top of mind so that when something does pop-up, or a friend of theirs has a need, I'm the first person they think of. In short. Infusionsoft has been invaluable for the growth of my business and I'd highly recommend it to any small business who is serious about growing.

Minpunten: The only con to speak of would be the learning curve. Luckily, I had some professional training to start my Infusionsoft experience, otherwise learning the ins and outs of the system would have been a little overwhelming. That said, it's completely worth investing the time to learn because once you've learned the system, it makes the day to day operations of running your business SO much easier.

"Offers a lot and not enough at the same time."

Opmerkingen: Overall it does what it advertises to do and then more, it is ideal for company owners and will help you manage your customers and keep your site organized. It can be over complicated and gets messy fast! Tier 1 tech support was something I outgrew pretty quickly and can only really help with the basics (which is actually a lot).

Pluspunten: This program does so much! It helps you maintain your contacts, market, automate, sell, track analytics, organize products and manage a team!

Minpunten: Sometimes it does soooo much it is a little over complicated! Then just when you think it does it all you hit a roadblock and you can’t get it to do what you want it to do!

"Infusion soft seems like a good CRM for smaller-medium sized businesses"

Opmerkingen: It has been pretty good. I have used other products in the past, but like anything, I think you get used to what you use now. Infusionsoft is good, maybe not the best, but it seems to be a pretty great product for our needs and our company size. I don't know much about the pricing, but I have heard that it's a great value comparatively.

Pluspunten: What I like most about infusionsoft is probably unique to my company, but our marketing person here use to work at infusionsoft, so he is very VERY well versed in the product, an subject matter expert almost. Our campaigns are set up perfectly, and I like using my dashboard to keep track of things. The automation that can occur in infusionsoft seem vast, and you can really build out some great marketing tools inside of it.

Minpunten: I would say sometimes the structure of things being in opportunities as opposed to companies, with multiple opportunities or contacts inside of that company can be confusing at times. I also don't think I would have had such a good experience if we didn't have a former infusionsoft employee as our marketing manager helping set everything up, I could see how it could be confusing if you were coming into this product blind.

"Great Software BUT Big Learning Curve"

Opmerkingen: Overall I am happy with the software. I am happy with their level of support as well. I would recommend it to someone that is serious about building an online business.

Pluspunten: I use Infusionsoft by Keap which is the more advanced version of Keap. One of my favorite parts of the software is the automation capabilities. There is really nothing you can't automation with the campaign builder. It is the strongest part of the software.

Minpunten: There is a big learning curve. I have been using the software now for over 5 years. It is not user-friendly. There is a lot of functionality parts that are scattered and on different pages when they should all be on one.

"Great for eCommerce... Unfortunately, our sites are not eCommerce"

Pluspunten: 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.

Minpunten: 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.