Infusionsoft by Keap Reviews in May 2025: User Ratings, Pros & Cons

MIGRATED TO Keap

"Infusionsoft is user friendly and efficient"

What do you like best? I really love that infusionsoft puts everything I need right infront of me. It is easy to manage accounts and see premium. What do you dislike? There really is not anything I dislike about this CRM. I think this CRM has everything an Insurance agent needs to stay organized. What problems are you solving with the product? What benefits have you realized? This makes it easy to track old leads and generate business efficiently Response from Paige Clark of Keap (formerly ...

"Easy to Use for Everyone! Great Customer Service"

What do you like best? I love that the site is easy to navigate for experienced and non-experience users and if we have any questions, the customer support team is always responsive and helpful! What do you dislike? I haven't found anything so far that I don't like Recommendations to others considering the product: While making a decision to begin using a software such as Infusionsoft isn't easy, we are happy we did. There isn't always a right time to get it set up and do the training when ...

"An Invaluable Tool in our Office"

What do you like best? Infusionsoft helps us keep in touch with our clients in a variety of ways and is so easy to use. What do you dislike? Importing contacts and other information from other databases can be tricky, but the customer support team available with Infusionsoft is true lifesaver What problems are you solving with the product? What benefits have you realized? It is a great way to stream line communication with our clients. Response from Paige Clark of Keap (formerly ...

"Effective Marketing Done Easily "

What do you like best? Infusionsoft has made our lives MUCH easier. I am a salesman who makes a living primarily by selling "internet leads." Infusionsoft allowed us to set up a program that automatically generates constant contact with our prospective clients. I am far from an expert on anything relating to computers, but I can easily specify the messages that I want to be sent and I am even able to personalize the messages to provide the specific information that I want to be included in ...

"A very solid automated marketing platform that helps to nurture leads"

What do you like best? I love the ton of possibilities Infusionsoft offers, as well as its functionality. The interface is just simple and easy to use. It’s easy to adjust Infusionsoft to our individual needs in business – the customization for emails and analytics is just breathtaking compared to other solutions I've experimented with. I was able to create a lot of action calls in Infusionsoft thanks to the lead database management. I also learned a lot about process flows and how it’s ...

"A very solid automated marketing platform that helps to nurture leads"

What do you like best? I love the ton of possibilities Infusionsoft offers, as well as its functionality. The interface is just simple and easy to use. It’s easy to adjust Infusionsoft to our individual needs in business – the customization for emails and analytics is just breathtaking compared to other solutions I've experimented with. I was able to create a lot of action calls in Infusionsoft thanks to the lead database management. I also learned a lot about process flows and how it’s ...

"Good, but can be better!"

What do you like best? It's one CRM that packs a lot of features. From one portal, you can manage your entire database and create complex sequences. I love being able to pull a client's phone number by typing the first few letters of their name and having their number visible on the right-hand corner of the result preview. What do you dislike? The user interface could be better. I wish it were a little more intuitive. A good improvement would also be more robust user sorting features. The ...

"Great CRM"

What do you like best? I was a long time Salesforce user and wasn’t sure Infusionsoft by Keap would be comparable but I was wrong. I love the ability to have my email marketing built right in. I found it easy to undetstand, easy to set up campaigns and even create beautiful landing pages. Everything is able to be tracked and measured. Contacts and opportunities are awesome. What do you dislike? The biggest downside has been getting our team to use the CRM to its fullest and that’s our issue ...

"Still powerful, still overwhelming, and nowhere what it used to be"

What do you like best? The ability to communicate in a personalized manner with potential clients, current clients and past clients. One of the perks is being able to note where clients or leads are, to land in their inbox at a time that is ideal for them. What do you dislike? The service has plummeted, and our deliverability has likewise plummeted. I don't think there is the same commitment to customer service as there was 6-7 years ago when we started. It's unfortunate because there is so ...

"Needs to be more user friendly "

What do you like best? I like that it “talks” to our practice management software. I also like the idea that it would touch our clients and continue marketing to potential clients that don’t hire us. What do you dislike? I dislike how difficult and confusing it is to change pretty much anything about the software without paying for a meeting with the Infusionsoft team. I dislike how many hoops you have to jump through to initiate the marketing emails. What problems are you solving with the ...