United States·Financial services·51 to 200 employees
5.0
Nov 21, 2024
LinkedIn confirmedUsed 6 to 12 months
Tagging drives everything and that is the trick
I built a campaign in 2022 that tags an enquiry, sends a five email sequence, books a consultation, invoices after the job and asks for a review a week later. It has run ever since without me touching it. That flow is worth more than the subscription and it is why I tolerate everything else.
Pros
Campaign builder with deep conditional branching
Cons
Two hundred and forty nine a month is steep for a small business
Ease of use
Value for money
Customer service
Functionality
4 found this helpful
Samuel Dubois
Sales Director, Redbrick Property Group
United States·Software·1 to 10 employees
5.0
Sep 19, 2024
Used 2 or more years
The automation follows the money too
Because invoicing and payments are in the same system, automation can trigger on whether someone actually paid rather than just whether they clicked. Chasing an unpaid invoice automatically, with escalating messages, is not something a marketing tool can do.
Pros
Tagging model that drives the whole platform once learned
Cons
Two hundred and forty nine a month is steep for a small business
Ease of use
Value for money
Customer service
Functionality
4 found this helpful
Nina Fairbanks
Chief of Staff, Meridian Dental Group
United States·Real estate·1 to 10 employees
5.0
Aug 15, 2024
Verified userLinkedIn confirmedUsed less than 6 months
It replaced five separate subscriptions
Tagging is the concept the whole product rests on. Once that clicked, everything got easier, and before it clicked nothing made sense. If you buy this, learn tags first and the rest follows.
Pros
Replaces several separate subscriptions
Cons
The CRM itself is ordinary next to dedicated tools
Ease of use
Value for money
Customer service
Functionality
4 found this helpful
Tanya Quintero
VP of Sales, Redbrick Property Group
United States·Transport and logistics·1 to 10 employees
2.0
Jun 28, 2026
LinkedIn confirmedUsed less than 6 months
We spent three months and never got it live
For what it costs, the reporting is poor. Attribution is hard to get at, and answering which campaign produced revenue took exporting to a spreadsheet. That is a strange gap in a product built around marketing automation.
Pros
Campaign builder with deep conditional branching
Cons
Two hundred and forty nine a month is steep for a small business
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Terrence Boucher
Owner, Prairie Rose Bakery
United States·Professional services·1 to 10 employees
3.0
Jun 25, 2026
Verified userLinkedIn confirmedUsed 6 to 12 months
Onboarding is mandatory and priced
This is not a product you buy and use. Somebody has to own it, learn it properly and build the flows. We gave it to one person for a month and it worked. Businesses that spread it across four part time people are the ones you see complaining.
Pros
Campaign builder with deep conditional branching
Cons
Steep learning curve that defeats businesses without an owner
Ease of use
Value for money
Customer service
Functionality
Response from the vendorJul 7, 2026
Thank you for the honest feedback. Contact tier changes should never be a surprise and we have shared this with the team that owns that experience. Our support team can help you review your contact settings.
3 found this helpful
Brendan Montoya
VP of Sales, Prairie Rose Bakery
United States·Real estate·11 to 50 employees
5.0
May 8, 2026
Verified userLinkedIn confirmedUsed 2 or more years
It replaced five separate subscriptions
We evaluated three cheaper tools and none could express conditional branching with this depth. If your process genuinely has if this then that logic several layers deep, the alternatives fall over and this does not.
Pros
Flows keep running for years without maintenance
Cons
Mandatory onboarding fee of around five hundred dollars
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Bianca Menon
Studio Director, Willow & Ash Salons
United States·Education·1 to 10 employees
3.0
Mar 22, 2026
Verified userUsed 1 to 2 years
Great automation, ordinary CRM
The nickname it picked up in the Infusionsoft years was fair. It is dense, the terminology is its own, and the first fortnight is genuinely disorienting. It does become second nature and the ramp is real.
Pros
Campaign builder with deep conditional branching
Cons
Reporting and attribution are weak for the price
Ease of use
Value for money
Customer service
Functionality
Response from the vendorMar 24, 2026
Thank you for the honest feedback. Contact tier changes should never be a surprise and we have shared this with the team that owns that experience. Our support team can help you review your contact settings.
3 found this helpful
Hassan Gallardo
VP of Sales, Kestrel Analytics
United States·Marketing·11 to 50 employees
5.0
Feb 20, 2026
Verified userLinkedIn confirmedUsed 1 to 2 years
It replaced five separate subscriptions
I built a campaign in 2022 that tags an enquiry, sends a five email sequence, books a consultation, invoices after the job and asks for a review a week later. It has run ever since without me touching it. That flow is worth more than the subscription and it is why I tolerate everything else.
Pros
CRM, email, SMS, scheduling and invoicing in one system
Cons
Two hundred and forty nine a month is steep for a small business
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Otis Velazquez
Office Manager, Silverbirch Accounting
Canada·Retail·11 to 50 employees
4.0
Jan 16, 2026
Verified userUsed 1 to 2 years
It replaced five separate subscriptions
We were paying for a CRM, an email tool, a scheduler, a landing page builder and an invoicing product. Keap does all five. It is expensive and it is less expensive than what it replaced, and there is one system holding the customer rather than five that disagreed.
Pros
Tagging model that drives the whole platform once learned
Cons
Contact tier pricing steps up without a confirmation prompt
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Portia Kovac
Studio Director, Meridian Dental Group
Canada·Accounting·1 to 10 employees
4.0
Sep 19, 2025
Verified userLinkedIn confirmedUsed less than 6 months
The automation follows the money too
We were paying for a CRM, an email tool, a scheduler, a landing page builder and an invoicing product. Keap does all five. It is expensive and it is less expensive than what it replaced, and there is one system holding the customer rather than five that disagreed.
Pros
Automation can trigger on payment, not just engagement
Cons
Two hundred and forty nine a month is steep for a small business
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Kyle Okafor
Managing Partner, Harborline Supply
Canada·Real estate·1 to 10 employees
3.0
Jul 28, 2025
LinkedIn confirmedUsed 2 or more years
Great automation, ordinary CRM
The nickname it picked up in the Infusionsoft years was fair. It is dense, the terminology is its own, and the first fortnight is genuinely disorienting. It does become second nature and the ramp is real.
Pros
Automation can trigger on payment, not just engagement
Cons
The CRM itself is ordinary next to dedicated tools
Ease of use
Value for money
Customer service
Functionality
Response from the vendorAug 4, 2025
Thank you for the honest feedback. Contact tier changes should never be a surprise and we have shared this with the team that owns that experience. Our support team can help you review your contact settings.
3 found this helpful
Kendra Vaughn
Office Manager, Sandbar Hospitality
United States·Marketing·51 to 200 employees
3.0
Jun 23, 2025
LinkedIn confirmedUsed 2 or more years
The old Confusionsoft name was earned
Onboarding is compulsory and costs around five hundred dollars, so month one lands near eight hundred. It was useful and I would have liked it presented as part of the price rather than discovered at checkout.
Pros
Campaign builder with deep conditional branching
Cons
Steep learning curve that defeats businesses without an owner
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Warren Tremblay
Controller, Bluewater Consulting
United States·Nonprofit·11 to 50 employees
4.0
Jan 29, 2025
Verified userUsed 2 or more years
It replaced five separate subscriptions
We were paying for a CRM, an email tool, a scheduler, a landing page builder and an invoicing product. Keap does all five. It is expensive and it is less expensive than what it replaced, and there is one system holding the customer rather than five that disagreed.
Pros
Campaign builder with deep conditional branching
Cons
The CRM itself is ordinary next to dedicated tools
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Simone Schneider
Controller, Redbrick Property Group
United States·Legal·1 to 10 employees
1.0
Jan 18, 2025
Verified userLinkedIn confirmedUsed 2 or more years
We spent three months and never got it live
For a four person business this is the largest software line we have by a distance. It does a lot and every renewal I sit and ask whether we would rebuild the same thing across three cheaper tools. So far the answer is no and it gets closer each year.
Pros
Replaces several separate subscriptions
Cons
The CRM itself is ordinary next to dedicated tools
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Lionel Stavros
Accountant, Copper Mountain Brewing
United States·Legal·1 to 10 employees
4.0
Sep 29, 2024
Verified userUsed 2 or more years
Tagging drives everything and that is the trick
We evaluated three cheaper tools and none could express conditional branching with this depth. If your process genuinely has if this then that logic several layers deep, the alternatives fall over and this does not.
Pros
Replaces several separate subscriptions
Cons
Reporting and attribution are weak for the price
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Mabel Boateng
VP of Sales, Northgate Logistics
United States·Software·1 to 10 employees
5.0
Sep 4, 2024
Verified userUsed less than 6 months
Our enquiry to booked job flow is automatic
We were paying for a CRM, an email tool, a scheduler, a landing page builder and an invoicing product. Keap does all five. It is expensive and it is less expensive than what it replaced, and there is one system holding the customer rather than five that disagreed.
Pros
Campaign builder with deep conditional branching
Cons
The CRM itself is ordinary next to dedicated tools
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Amelia Hollis
Managing Partner, Willow & Ash Salons
United States·Manufacturing·1 to 10 employees
4.0
Sep 1, 2024
Verified userLinkedIn confirmedUsed 1 to 2 years
Nothing else we tried could branch like this
I built a campaign in 2022 that tags an enquiry, sends a five email sequence, books a consultation, invoices after the job and asks for a review a week later. It has run ever since without me touching it. That flow is worth more than the subscription and it is why I tolerate everything else.
Pros
CRM, email, SMS, scheduling and invoicing in one system
Cons
Two hundred and forty nine a month is steep for a small business
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Selena Iqbal
VP of Sales, Aurora Print House
United States·Professional services·11 to 50 employees
4.0
Aug 29, 2024
Verified userUsed 6 to 12 months
Tagging drives everything and that is the trick
We were paying for a CRM, an email tool, a scheduler, a landing page builder and an invoicing product. Keap does all five. It is expensive and it is less expensive than what it replaced, and there is one system holding the customer rather than five that disagreed.
Pros
Tagging model that drives the whole platform once learned
Cons
Two hundred and forty nine a month is steep for a small business
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Keith Grimaldi
Practice Manager, Harborline Supply
Canada·Manufacturing·11 to 50 employees
2.0
Jul 4, 2026
Verified userLinkedIn confirmedUsed 6 to 12 months
We spent three months and never got it live
Support is friendly and can only help with the product, not with what you built in it. When my campaign logic misfired the answer was that my configuration was mine to debug. Technically fair and not much use at nine at night before a launch.
Pros
Automation can trigger on payment, not just engagement
Cons
Steep learning curve that defeats businesses without an owner
Ease of use
Value for money
Customer service
Functionality
2 found this helpful
Renee Fontaine
Studio Director, Harborline Supply
United States·Retail·11 to 50 employees
3.0
Mar 29, 2026
Verified userLinkedIn confirmedUsed 1 to 2 years
Onboarding is mandatory and priced
As a CRM it is fine rather than impressive. The pipeline is basic next to Pipedrive and the reporting is ordinary. You are buying the automation engine and getting a CRM attached.
Pros
CRM, email, SMS, scheduling and invoicing in one system
United States
Canada