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Infusionsoft by Keap

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Infusionsoft by KeapProduct Overview

  1. About Infusionsoft by Keap
  2. Pros of Infusionsoft by Keap
  3. Cons of Infusionsoft by Keap
  4. Breakdown of core features

Infusionsoft by Keap product overview

Infusionsoft by Keap is a web-based software designed specifically for small businesses ranging from entrepreneurs and startups to larger teams, whether it’s based online, a physical location or a service on the go. Users can utilize numerous streamlined integrations that can connect it with virtually any third-party software. With the help of the company’s tech support team, users can integrate Infusionsoft into their corporate ecosystem.
Infusionsoft is used by 23,000 small businesses to step up sales and marketing strategy, automate repetitive tasks, enrich leads, improve productivity, and scale personal relationships with customers. Users are able to centralize all customer interactions and daily activities, turn new leads into customers, and sell more online and collect payment using one centralized system. By centralizing contact information, users improve the efficiency of sales teams and also eliminate redundant sales activities. Data can be securely accessed from multiple devices including smartphones and tablets.
This software combines everything a small business needs including contact management, CRM, marketing automation, and e-commerce all into one single and efficient system.

Pros of Infusionsoft by Keap

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• Easy to use
• Segmentation of customers
• Combines CRM with email marketing
• Training
• Customizable dashboards and auto-responders

Cons of Infusionsoft by Keap

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• Limited search options
• Expensive
• Some reporting features need refinement
• Limited templates

Breakdown of core features

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Automated Marketing Campaigns

Infusionsoft comes with the tools needed to create high performance marketing campaigns from conception to finish. Users can choose from a large array of campaign templates or create their own custom campaign. Campaign features include email marketing, direct mail letters, social media posts, and automated voice broadcasting, which can be set to run at specific times and dates, or in reaction to behavioral triggers like clicks and purchases. Infusionsoft’s branding center ensures branding will remain consistent across all platforms and channels. It also includes web activity monitoring tools such as visitor tracking and website/landing page analytics in conjunction with real-time marketing reports, which show open rates, click throughs, and social reach to help refine continuing marketing efforts.

Email Marketing

Design professional business emails that include anything from exclusive promotional offers to auto-responders. Infusionsoft’s email marketing programming includes spam scoring to increase inbox deliverability rates. The software comes with drag-and-drop tools in the Campaign Builder function to help build that first promotional email. Make designs in HTML or plain text including textboxes and social sharing widgets. Add branding elements to the emails using the available style tools, and customize the layout.

Sales automation and lead scoring

Users can create custom quotes for potential customers and once approved by the customer, they are automatically converted into orders. Infusionsoft gives sales reports on key performance data including conversion rates and revenue to evaluate what works. Users can view this data directly from the dashboard or pull reports whenever they are needed. With Infusionsoft’s lead scoring and distribution tools, users can identify the “hottest” leads and improve productivity through visual lead scoring. Whenever a contact’s profile is viewed, a number of “flames” will show under the Recent Activity section. The more flames there are, the hotter the lead is.

Contact management

With the contact management system, Infusionsoft users can see everything from client contact information, sales history, orders, account balances, lead sources and scores, appointment history, website history, and more. Users can add tags to contact accounts, which become searchable notes that can be used for list segmentation. The CRM can be used to automate contact management tasks to ensure customer relations are continually nurtured by setting up appointments and follow-ups.

Online storefront

With Infusionsoft’s e-commerce tools, users can design a professional online storefront for their business. These storefronts include shopping carts that enable customers to process transactions through the website. Users are provided with customizable templates to help create the e-commerce store to fit their needs. Users can not only sell physical items but also services or subscriptions. Payments can then be collected through PayPal or by credit card. And, with the post-purchase automation feature, the whole of the online selling process is handled by Infusionsoft. This software automates the fulfillment and delivery process, as well as any follow-up targeted marketing or up-selling. Other e-commerce features include inventory management, promotional tools for discounts and/or free trials, and referral campaign programs for agent partnerships.

Alternatives to Infusionsoft CRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 MS Dynamics

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Microsoft Dynamics CRM's automated features and AI help sales teams better understand their customers, know the best time to send an email, and monitor social channels better than ever before. MS Dynamics also includes a direct connection to the business social platform LinkedIn. Their core CRM package—Dynamics 365 Sales—is focused on sales force automation and helping teams find and close opportunities, and comes as a single tool or can be bundled with other business operations tools.

Learn more about MS Dynamics

2 Hubspot

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HubSpot CRM is everything users need to organize, manage, track contacts, and build better relationships with customers. Eliminate spreadsheets, manage pipeline, get better customer insights, and speed up sales. The CRM will also let your entire company operate off of one source of truth about the contacts in your database instead of sharing spreadsheets or finding emails. Every interaction is stored in a timeline, including notes about the contact and the content they’ve consumed.

Learn more about Hubspot

3 Nimble

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Nimble combines the strength of a traditional CRM with contact management, social media, sales intelligence, and marketing automation to deliver relationship insights to help professionals build better work relationships in a multi-channel world. The software integrates productivity apps to gather user contacts, communications, calendar, and collaborations in one platform and draws data from popular social media channels including Facebook, LinkedIn, and Twitter.

Learn more about Nimble

(Last updated on 03/04/2022 by )

Quick Facts

  • Industry Specialties
    All Industries
  • Pricing
  • Works Best For
    Small Sized Businesses





  • iOS/Android supported
  • Built-in metadata and keyword fields
  • CRM
  • Drag-and-drop tool
  • E-Commerce
  • Email marketing
  • Lead scoring and distribution
  • Marketing automation
  • Marketing reports
  • Multimedia marketing
  • Opportunity management
  • Payment processing
  • Quotes and orders
  • Referral program management
  • Sales reports
  • Scoring tool
  • Social sharing
  • Wed forms
  • web-based


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  • ion interactive
  • Marketplace
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Pricing Model

  • Up to 500 contacts
  • Up to 1,500 contacts
  • Up to 2,500 contacts
  • Up to 5,000 contacts
  • Up to 10,000 contacts
  • Up to 25,000 contacts
  • Up to 50,000 contacts


  • English
  • Arabic
  • Dutch
  • French
  • German
  • Hebrew
  • Italian
  • Japanese
  • Portuguese
  • Spanish
  • Swedish

Useful Resources

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