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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 Kintone

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Kintone’s no-code platform lets sales teams easily build a custom CRM to track prospect data, task handoffs, and pipeline insights in one central place. Create database apps outfitted with the unique information you need to know about your prospects–and then connect those apps with customizable workflows that let you assign and track those future customers from lead capture to close. Over 23,000 companies trust Kintone to achieve their business goals.

Learn more about Kintone

2 Freshsales

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Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to- attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities.

Learn more about Freshsales

3 Zendesk Sell

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Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.

Learn more about Zendesk Sell

(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


  • 3CLogic
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  • Direct Mail Manager
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  • Help Scout
  • ion interactive
  • Marketplace
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  • ppSD2 Membership Software
  • Gmail
  • Outlook
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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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