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Keap Review 2021

Software Review

About Keap (formerly Infusionsoft)

Infusionsoft is a Chandler-based (Arizona) private firm that offers a sales and email marketing platform for small businesses. The company also offers products to manage and optimize the client cycle, CRM (customer relationship management), lead capture, marketing automation, and eCommerce.

Infusionsoft is also used to create and host web links and forms, database management, and autodial marketing call to clients and businesses customer. The company was established in 2001 by brothers Eric Martineau and Scott Martineau in Mesa, AZ, and the current CEO Clate Mask. Infusionsoft Inc. is owned by the Martineau brothers.

Infusionsoft Wiki involves Sales (Marketing) Channel which refers to multi-step campaigns that are made to relocate budding options via the sales procedure and turn them into buyers. While many visitors reach your site, not all become buyers. As such, the wiki helps break the client’s trip into smaller-sized actions to help you deal with your target market.

Infusionsoft is an extremely powerful system with the ability to perform almost anything you want to do with it. Using Infusionsoft helps you take marketing automation to the next level by creating behavioral journey leads and clients by customizing their interactions. It also includes a responsive email builder, landing pages, and cloud-based performance.

Infusionsoft’s HTTP posts can also be used to communicate and push info externally, and API goals to generate actions within the campaign.

Getting the Infusionsoft software up-and-running is not a child’s play, as it involves a lot. As such, it requires constant learning and new tweaks and tricks. Infusionsoft for dummies include webinar series to guide you, basic getting started guide, and an Infusionsoft app to help you navigate. All this information is available on their help website here.

In 2019, Infusionsoft rebranded its name as Keap, to represent its core of the determination and passion small businesses need to grow and develop. The company’s rebranding included a Keap software as well. The key difference between the two is that, while Infusionsoft is robust and highly customizable, Keap is simple and efficient.

Is Keap/Infusionsoft HIPAA Compliant?

The Health Insurance Portability and Accountability Act or HIPAA (1996) requires you to have done the work to satisfy the elements of the Security Rule and include guidelines and procedures addressing these elements.

You also should be conversant with HIPAA as it applies to your business, documentations, create an ongoing training program and culture within your business. The Infusionsoft app includes HIPAA Security Controls, but this does not make your business compliant with HIPAA.

Yet, the Infusionsoft app is HIPAA compatible and can be used by businesses that are regulated by HIPAA to store, transmit, and otherwise process Protected Health Information (PHI).

Is Infusionsoft a Private Company? CRM?

Yes, Infusionsoft is a private firm and cloud-based marketing and sales solution that offers CRM (customer relationship management) for small businesses’ growth and development. This top-tier product comes with cutting-edge sales and marketing automation needs.

Infusionsoft has extended its services to the UK with resellers and consultants who check your small business needs and advice you on the best pricing plan. With this, you get the best deals and services from this top-tier software for the growth of your business.

Keap/Infusionsoft App

Infusionsoft Mobile is an app that allows you to run and connect to your contacts directly from your mobile device. You can also leverage tag goals and automate follow-up through tagging a contact. Currently, Infusionsoft Mobile provides the best experiences on Android and iOS platforms.

The app identifies all your client interactions from your entire list of applications, such as QuickBooks and Gmail, and classifies them in one place. As such, the app will notify you when a follow-up is needed, and provide suggested response to make you productive.

Keap/Infusionsoft Cost

Infusionsoft pricing comes at $199/m and comprises of a single user account, unlimited emails, contact management, and marketing automation. In addition to segmenting and storing 500 contacts at the mentioned cost, it allows small business owners to customize communication and build campaigns.

If you decide to add in sales automation and eCommerce functionality to your services, their packages can cost you as much as $299/m or $379/m. Infusionsoft offers three packages for your small business needs, including:

  • Keap Grow – suitable for start-ups and new businesses, user-friendly tools, and increasing efficiency in responding to client needs. It starts at $79/m includes 500 contacts, CRM, email marketing, appointments, invoices, and more.
  • Keap Pro – suitable for recognized, service-based companies with custom needs. It costs $149/m and includes 500 contacts, all benefits in the previous plan, plus recurring payments, sales and marketing automation, smart forms and reports, and landing page builder.
  • Infusionsoft – suitable for in need of a robust CRM solution, powering their growth with advanced sales and marketing automation, app integration, and customizable campaigns. It starts at $199/m and includes 500 contacts and one user. This package is precise for agencies and needs that also need advanced reporting and eCommerce, lead scoring, and company records.

While Infusionsoft isn’t free, it has a free trial in all its packages that includes all the features available in a paid Infusionsoft pricing plan. The 14 days free trial allows you to see how the software and application performance and does not require credit card info.

Keap/Infusionsoft Billing

Using Keap products and services requires the customer to accept and comply with the company’s billing policy. Anyone who has entered into a signed billing contract, like a yearly contract, has to review it for specific terms concerning your duties on the policy.

Infusionsoft’s billing cycle using credit or debit cards states that the cards are automatically charged on the client’s specific billing cycle date. Invoices are produced and payments collected at the start of each billing period, which begins on the day you purchased a subscription.

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Check here for more information on billing, billing cycle, fees, subscriptions, and more.

Keap Pros and Cons

Overall, Infusionsoft is an impressive software with a few flaws. It includes a user-friendly interface for making automation campaigns and more. Here are some of the key benefits and drawbacks with Infusionsoft:

Pros:

  • The intuitive user interface in the marketing automation industry
  • Scalability – employs universal tracking for contact’s behavior in several marketing channels
  • Impressive integration and API (Infusionsoft Marketplace has over 300 apps)
  • In-built shopping cart and eCommerce – includes payment processing, order forms, inventory tracking, and fulfillment.
  • Reliable customer support and training
  • Smart email marketing
  • Sales cycle management
  • Easy WordPress integration with an Infusionsoft plugin
  • A dedicated business team that makes acquiring venture capital easy for them
  • Detailed marketing and sales reports for businesses

Cons:

  • Costly – offers a one-off compulsory start fee of $1999 which benches many clients
  • Average deliverability rates that do not include a dedicated IP address set-up as found in some tools
  • It has no native integrations with third-party tools which calls for some extra ongoing cost 
  • Additional fees
  • A steep learning curve, especially for beginners

Infusionsoft YouTube

Infusionsoft has many videos on YouTube that offer guidelines on usage, set-ups, and more.

Keap/Infusionsoft for Outlook

Outlook is more than just the web client outlook.com and is widely recognized and cherished by Windows users. The outlook is an ideal account if you require to synchronize MS Exchange or Office 365.

Infusionsoft includes an Outlook Plugin that lets you manage communication with contacts. Outlook sync features support Outlook 2010, 2013, 2016, Office 365 desktop versions excluding mac, among others. Check here for more information on Infusionsoft for Outlook features.

Infusionsoft for Real Estate

Infusionsoft offers a small business stratagem guide for real estate strategies such as collecting more leads, better follow-up with existing leads or getting more repeat business and referrals. Both organization and follow-up are critical issues in the real estate industry.

Are you a solo agent handling multiple deals? Or a broker or an agent who is part of a large crew? The major challenges circle around having clients slip through the cracks and a lot of dollars in commission are lost. Infusionsoft CRM can be customized to your real estate needs such as marketing automation.

Regardless of their reputation and experience in the real estate industry, or those that enter the field for the first time, one true thing is that no one has enough time. As a realtor, you are your business which means you wear all the hats.

Sometimes juggling listings, nurturing leads, and working out for individual marketing seems daunting. Yet, it does not have to be impractical. One of the tricks is to identify repetitive processes that you can automate, a line that Infusionsoft prevails. Infusionsoft combines resilient CRM abilities with SMS marketing, email marketing, and some integration options for a scalable marketing system that supports your growth.

Infusionsoft also helps realtors generate referrals from previous customers which helps them grow their business by automatically sending them follow-up emails. As such, it lets your leads dictate what info they want from realtors.

Keap/Infusionsoft for Lawyers

For a lawyer, keeping the client data up-to-date and orderly is crucial for robust business, and that is great! But have you thought about how Infusionsoft’s advanced automated follow-up capabilities can be used to better your law firm?

Depending on a lawyer’s practice, Infusionsoft helps segment their leads by applying tags that automatically grouping them into their specific issues. Similarly, they can also automate their follow-up process, from client’s appointments to assigning duties to their assistants, and more. That is a few things that lawyers can benefit in while using Infusionsoft.

Keap/Infusionsoft for WordPress

By far, WordPress is the most popular CMS (Content Management System) globally with 32% of the web running on WordPress, and the number mounts every day.

The rationale behind its massive following is its user-friendliness and customization abilities, and that would be enough reason for Infusionsoft clients to use it. If you prefer WordPress as your site builder, Infusionsoft includes a free WordPress plugin that you can use to build opt-in forms that are compatible with Infusionsoft and link them to your campaigns.

When connected using the WP plugin, you can start integrating your digital marketing strategy with your WP pages. With this plugin, users are automatically added into Infusionsoft when they fill out your opt-in form on WP and any automation campaigns you have set-up will run.

Using the plugin, you can drag-and-drop a WordPress opt-in objective into your Infusionsoft Marketing Automation, and let you implement any follow-up campaign with WP easily. It makes it easy to run sequences such as thank you, email delivery, and triggered phone calls. Other functions include drip nurture campaigns, newsletter delivery, and more.

Keap/Infusionsoft Integrations with QuickBooks

QuickBooks is a necessary software for any small business as it restructures and streamlines the accounting, following, and reporting. It also assures that the process of governing your company finances will be more simplified. More than 3.4 million small businesses and 4.5 million clients worldwide use QuickBooks software.

Connecting Infusionsoft by Keap with QuickBooks online is easy and it requires no tech skills or experience. With QuickBooks, you get access to your data anytime and on any device, from a mobile phone, tablet, desktop, or Mac. You can also track your cash flow easily, and create better business insights.

QuickBooks is available in three plans, including Simple Start ($7.50 a month), Essentials ($11.50 per month), and Plus (15.50 a month). All QuickBooks plans include free Android and iOS apps, free customer support, secure cloud storage, account access, dashboard & reports, and unlimited invoices. Check here for more details of the features and specifications of these plans.

Infusionsoft Facebook Integration

Facebook is among the most used social media platforms that is accessible globally. According to statistics, Facebook has more than 2.6 billion monthly active users as of Q1 of 2020. The social network is accessible to mobile web users and has several published apps based on original FB features, including Facebook Messenger (1.3 bn monthly active users).

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Such high Internet consumption on Facebook makes it a perfect platform for advertising for all small businesses. You can use Infusionsoft FB integration to entice new leads by placing targeted ads in the news feeds of users.

In late 2015, Facebook launched Facebook Lead Ads, ads with a form that is prefilled with FB user’s email addresses, that improves FB advertising. As such, users can give their info to promoters with a single click and without leaving the platform and visit the landing page.

As such, you can use Infusionsoft Facebook integration for your campaign based on your goals by setting up your Facebook Lead Ad using a Zap. You can set-up a Zap between Infusionsoft and Facebook Lead Ads without exiting FB’s ad builder. You can then choose automated email sequences to ensure your new leads get instant contact from your business while still interested.

Keap/Infusionsoft Gmail Integration

Infusionsoft integrates with Gmail for targeted emails, Xero Marketing, Zendesk, Zoom, Zoho, and Stripe. The process takes a few minutes and requires no coding experience or IT profession, including selecting triggers and actions.

Each of these processes includes authentication, selecting an app to trigger and action, choose the data you wish to send, and explore more. You can only be limited by your imagination.

Software Like Infusionsoft/ Companies Like Keap/ Infusionsoft Alternatives

Many people need CRM software to assist with social collaboration features, document & content management, and social network integration. The most challenging thing is finding the correct CRM software for your small business needs. As such, you would need alternatives to choose from other than Infusionsoft by Keap.

We have conducted research on your behalf and brought forth the best companies like Infusionsoft, or software like it. Check out our list and find the ideal choice for you:

  1. ActiveCampaign

ActiveCampaign is a SaaS platform that assists growing companies link and engages with their clients and builds customer-optimized experiences using their software. It includes easy set-up, admin, and is user-friendly.

  1. BenchmarkONE

Formerly known as Hatchbuck, it is a marketing and sales software for small businesses that makes nurturing prospects and clients easy, driving more sales. Like our number one above, it has similar features.

  1. Agile CRM

Agile CRM is known to integrate marketing automation with telephony, web analytics, CRM, and a social suite. It includes some impressive marketing automation features, easy management, and is user friendly.

  1. Ontraport

This is an inclusive integrated platform that offers crucial business features, such as a robust CRM system, single-click WordPress hosting, impressive email delivery, membership sites, and more.

It is user-friendly, flexible, easy set-up, and is widely used in businesses.

  1. GreenRope

GreenRope is integrated software that combines and streamlines your business’s sales, marketing, and operations. It is full marketing automation, CRM, and much more. As such, it is easier to run business with, has reliable support, and easy set-up.

Infusionsoft vs HubSpot

Both Infusionsoft and HubSpot include several impressive features that aim to automate and optimize the implementation of your marketing strategy. While they both bill their software as all-in-one marketing and sales software, each has an important differentiation in their feature sets on offer.

In HubSpot, the terminology does not include eCommerce and CRM functionality, while Infusionsoft lacks Keyword analytics, SEO, and CMS functionality. None of these functionality variances present insoluble challenges that can be bought elsewhere and integrated with the platforms.

As such, ensure you prioritize features according to their business needs. Overall, both Infusionsoft and HubSpot have been educating people on inbound marketing and content marketing. Founded in 2006, HubSpot boasts 8,000 clients and 400 employees, while Infusionsoft was founded in 2004 and has 12,000 clients and 350 employees.

Infusionsoft vs ActiveCampaign

In terms of reliability and automated email marketing platforms, both ActiveCampaign and Infusionsoft are the leaders for your business. They provide an automated tagging system that you can use to streamline your CRM and email marketing processes.

Both have slightly pricey services than the free options that attract entrepreneurs with a tight budget. Overall, an investment with both companies can yield fruits in the end. If you just entered the business world or have little needs for email marketing, I’d recommend ActiveCampaign for its impressive integrations and marketing automation tools. It has a smooth learning curve.

If you have more experience in the business you are operating that has exceeded your existing CRM capacity, Infusionsoft is a wonderful choice for you. It is also the way to go if you love having complete control over your marketing funnel procedures.

Infusionsoft vs Salesforce

While Infusionsoft is mostly a marketing automation tool, Salesforce is a Sales Cloud or CRM software. Both Salesforce and Infusionsoft software are highly competent and include impressive features, but with their specific targets. If your business has a huge email list and ready-to-sell product, Infusionsoft would be a great choice for you.

Infusionsoft is also great for a solo entrepreneur who like full control, plus a sixty-person firm selling physical products. It’s a perfect choice if you already have your inbound needs assorted and need software that is compatible with your current one. 

Salesforce, on the other hand, has robust and complex tools and needs sophisticated crews. Its Marketing Cloud is ExactTarget’s rebranding and Radian6 social media support, thus works best for an established business. Salesforce requires advanced sales and marketing teams with robust IT support.

Infusionsoft vs MailChimp

Both Infusionsoft and Mailchimp are established email marketing tools, but Infusionsoft provides more than just email marketing automation to its clients.  Yet, these additional features can either be ideal for your business or a total overload.

Compared to Mailchimp, Infusionsoft is a bit pricey, but it is ideal for email marketing campaign management software and has complex CRM features. The features might be worth the cost, and it is perfect for converting email readers into customers.

If you are looking for a strict email marketing tool, Mailchimp is a wonderful option. Mailchimp needs users to integrate third-party apps like lead forms, affiliate management, a shopping cart, and more. That calls for coding skills which might be complex.

Infusionsoft vs Ontraport

Both Infusionsoft and Ontraport include many similar features, such as email marketing, eCommerce, contact management, and more. Their pricing is almost similar as well, which makes it hard to differentiate between the two when choosing the best for your needs.

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Infusionsoft’s campaign builder is excellent and prevails in terms of the ability to create and visualize automation programs. It also includes formidable eCommerce and CRM modules, which makes its all-in-one claim true.

While Ontraport includes fewer features inclusively, its user-friendliness does not exceed Infusionsoft’s. Ontraport prevails on the landing page and email builder, plus a well-equipped CRM, mostly custom objects. 

Infusionsoft vs Zoho

Comparing Infusionsoft to Zoho might be considered a little unfair as while they both run as CRM systems, Zoho isn’t designed as a marketing and sales tool or platform. Marketing is time-consuming and choosing the correct software for automating processes is critical.

Zoho is a user-friendly CRM system but has a restricted degree of automation and pocket-friendly. So, if you are operating your business on a tight budget and do not have regular communication, then this would be a great choice.

Infusionsoft is more than just a CRM system and has responsive and reliable customer support than Zoho. If you do not worry about paying the extra dollars, then Infusionsoft is worth your investment.

Infusionsoft vs Kajabi

Kajabi is Infusionsoft’s top competitor on the market, with the two boasting excellent marketing potential. But if you turn the tables, there must be some differences, right? While Infusionsoft is optimized for CRM and marketing functions, Kajabi is an inclusive platform.

In terms of pricing, Infusionsoft is slightly expensive at $199/m, compared to Kajabi’s $149/m. While Infusionsoft brags countless integrations, Kajabi has ten, but it has more intuitive and user-friendly web building tools.

Infusionsoft is ideal for marketing and could be more expensive than its already pricey services if you would want to consider selling courses with its software. Kajabi, on the other hand, includes everything you need with no extra plugins or extensions to purchase.

Infusionsoft vs ClickFunnels

Both Infusionsoft and ClickFunnels are sales funnel platforms with many similar features but designed for different purposes. The choice, as we have said before, highly depends on the needs of your business.

In terms of pricing, Infusionsoft is pricier (as discussed above in our Infusionsoft Cost section) but ClickFunnels but comes with more pricing options. As such, if you are working on a flexible budget, then Infusionsoft is more preferable for its flexibility.

ClickFunnels is a wonderful choice for small businesses while Infusionsoft works best for medium and giant companies. While Infusionsoft is more CRM-focused, ClickFunnels solely focuses on sales funnels.

If you are new to the business world, I would recommend the ClickFunnels, so you can take advantage of its 14-day free trial. 

Infusionsoft API

The Infusionsoft REST API allows for second and third-party apps to manage tasks, contacts, appointments, and more. Your apps can receive changes notifications using REST Hooks. Each of these requests must comprise of an Access Token. Check more information about this here.

Infusionsoft Affiliate

The Infusionsoft Affiliate program enables users to earn cash when they make Infusionsoft customer referrals. The program has been updated to streamline sharing Keap with your network and gathering referral commissions.

You can earn up to $250 for each referral that turns into a client. Just join, share your referral link, and when Keap closes the deal, and you earn. 

Infusionsoft Demo

The Infusionsoft Demo allows you to see the software in action for activities such as creating sales funnels, converting leads, managing your contacts, and making sales. Select the demo type that works best for your learning needs here.

Infusionsoft Contact

Infusionsoft offers contact support via the Community and chats support available and responsive. Check here for USA/Canada (toll-free), AUS (free call), and the UK (freephone) contacts.

Infusionsoft Campaign Builder

Infusionsoft’s campaign builder allows you to build robust sales and marketing automation. You can find basic and advanced articles to teach you how to use the Campaign Builder, campaign walkthrough, goals, sequences, landing pages, and reports.

Infusionsoft Dashboard

When you sign-in to Infusionsoft, your home page dashboard will appear immediately where you can add activity widgets, and reports to build a custom dashboard. This dashboard should display the necessary info and direct navigation links to precise role-related reports and lists.

Click here to learn how to customize the home page dashboard.

Infusionsoft Decision Diamond

When you build a campaign, there are some business objectives that might show multiple possible outcomes, with each result perhaps taking the contact down a separate path. In such a scenario, Infusionsoft needs to assess the info available and utilize it in selecting a suitable sequence.

That is where a decision diamond comes into play, to help sort out contacts and send them separate communications. Decision diamonds are built automatically when a campaign sequence or goal links to two or more sequences. Click here for more info on configuring a decision diamond. 

Infusionsoft Developer

The Infusionsoft developer platform allows developers to sign up for an account to create apps and manage API keys. Then, they can ask for a Sandbox App, build an integration with the software, and launch it to the Marketplace.

Infusionsoft Forms

Infusionsoft allows users to create web forms (external forms posted to gather info from budding clients who might visit your website) to capture leads. Infusionsoft’s forms are mobile responsive and maintain its professional appearance from a mobile phone, tablet, or computer.

Click here to learn how to create a web form with Infusionsoft.

Infusionsoft Form WordPress

WPForms enables you to integrate Infusionsoft via Zapier, where you can start building Infusionsoft form fast using WPForms after the integration. This, in turn, levels up your lead generation by adding your contacts to Infusionsoft. Check here for more information.