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
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
Jorge Escobar
Office Manager, Northern Star Staffing
United States·Healthcare·51 to 200 employees
4.0
Oct 10, 2025
Verified userUsed 6 to 12 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
Flows keep running for years without maintenance
Cons
The CRM itself is ordinary next to dedicated tools
Ease of use
Value for money
Customer service
Functionality
2 found this helpful
Gwen Tran
Chief of Staff, Meridian Dental Group
United States·Professional services·51 to 200 employees
3.0
Jul 2, 2025
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
Two hundred and forty nine a month is steep for a small business
Ease of use
Value for money
Customer service
Functionality
2 found this helpful
Halima Dashwood
Controller, Blackstone Contracting
United States·Healthcare·51 to 200 employees
3.0
Feb 1, 2025
Verified userUsed 1 to 2 years
Powerful, and you must commit someone to it
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
Steep learning curve that defeats businesses without an owner
Ease of use
Value for money
Customer service
Functionality
2 found this helpful
Miguel Sinclair
VP of Sales, Prairie Rose Bakery
United States·Marketing·11 to 50 employees
5.0
Oct 26, 2024
Verified userUsed 6 to 12 months
One campaign has run for four years unattended
Our service business runs on it end to end. Enquiry comes in through a form, gets scored and routed, nurtured if not ready, booked if ready, invoiced on completion. Two people run what used to take four.
Pros
Replaces several separate subscriptions
Cons
Steep learning curve that defeats businesses without an owner
Ease of use
Value for money
Customer service
Functionality
2 found this helpful
Isaac Ortiz
People Operations Lead, Vertex Machine Works
United States·Accounting·11 to 50 employees
4.0
Aug 7, 2024
Used 6 to 12 months
The automation follows the money too
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
2 found this helpful
Everett Paredes
Project Manager, Granite Peak Roofing
United States·Retail·201 to 500 employees
4.0
Jul 5, 2026
Verified userLinkedIn confirmedUsed 1 to 2 years
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
Tagging model that drives the whole platform once learned
Cons
Steep learning curve that defeats businesses without an owner
Ease of use
Value for money
Customer service
Functionality
1 found this helpful
Ravi Stavros
Studio Director, Aurora Print House
United States·Real estate·11 to 50 employees
4.0
Jun 1, 2026
Verified userUsed 6 to 12 months
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
1 found this helpful
Dana Harrington
Studio Director, Tidewater Marine Services
United States·Manufacturing·11 to 50 employees
2.0
Feb 23, 2026
Verified userLinkedIn confirmedUsed 6 to 12 months
We spent three months and never got it live
We bought it, spent three months trying to get our flows built around actual work, and never launched. That is our failure as much as the product's and the product made it easy to fail. We moved to something simpler and shipped in two weeks.
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
Response from the vendorMar 6, 2026
We appreciate you taking the time to write this. Getting live is the hardest part and we are sorry we did not get you there. Our onboarding team would welcome the chance to discuss what went wrong.
1 found this helpful
Mabel Choi
Office Manager, Fairview Veterinary
Canada·Real estate·11 to 50 employees
3.0
Feb 7, 2026
Verified userUsed 6 to 12 months
Onboarding is mandatory and priced
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
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
Response from the vendorFeb 12, 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.
1 found this helpful
Zara Emerson
Project Manager, Kestrel Analytics
United States·Education·1 to 10 employees
3.0
Jan 10, 2026
Verified userLinkedIn confirmedUsed 1 to 2 years
The old Confusionsoft name was earned
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
CRM, email, SMS, scheduling and invoicing in one system
Cons
The CRM itself is ordinary next to dedicated tools
Ease of use
Value for money
Customer service
Functionality
Response from the vendorJan 12, 2026
We appreciate you taking the time to write this. Getting live is the hardest part and we are sorry we did not get you there. Our onboarding team would welcome the chance to discuss what went wrong.
1 found this helpful
Callum Paredes
HR Manager, Trailhead Bicycles
United States·Nonprofit·11 to 50 employees
3.0
Aug 18, 2025
Verified userUsed 2 or more years
Powerful, and you must commit someone to it
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
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
1 found this helpful
Gregory Calloway
Head of Operations, Ironwood Fabrication
Canada·Legal·11 to 50 employees
1.0
Aug 8, 2025
Verified userLinkedIn confirmedUsed 1 to 2 years
The contact tiers caught us out
We bought it, spent three months trying to get our flows built around actual work, and never launched. That is our failure as much as the product's and the product made it easy to fail. We moved to something simpler and shipped in two weeks.
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 vendorAug 10, 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.
1 found this helpful
Adrian Fitzgerald
Chief of Staff, Meridian Dental Group
Canada·Education·11 to 50 employees
5.0
Aug 5, 2025
Verified userUsed 2 or more years
The automation follows the money too
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
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
1 found this helpful
Beatriz Nascimento
General Manager, Redbrick Property Group
United States·Transport and logistics·1 to 10 employees
5.0
Apr 8, 2025
Used 6 to 12 months
It replaced five separate subscriptions
Our service business runs on it end to end. Enquiry comes in through a form, gets scored and routed, nurtured if not ready, booked if ready, invoiced on completion. Two people run what used to take four.
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
1 found this helpful
Sofia Dupont
Finance Manager, Kestrel Analytics
Canada·Legal·1 to 10 employees
3.0
Mar 27, 2025
Verified userLinkedIn confirmedUsed 6 to 12 months
Powerful, and you must commit someone to it
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
Mandatory onboarding fee of around five hundred dollars
Ease of use
Value for money
Customer service
Functionality
1 found this helpful
Aaron Vaughn
Project Manager, Tidewater Marine Services
Canada·Professional services·201 to 500 employees
2.0
Mar 7, 2025
Verified userLinkedIn confirmedUsed 2 or more years
Reporting is genuinely weak for the price
We imported a trade show list of about four thousand contacts and stepped up a contact tier without any confirmation prompt. The bill went up immediately and the mechanic is documented rather than in front of you when you do the thing that triggers it. Clean the list first.
Pros
Tagging model that drives the whole platform once learned
Cons
Steep learning curve that defeats businesses without an owner
Ease of use
Value for money
Customer service
Functionality
1 found this helpful
Percy Pyne
Office Manager, Blackstone Contracting
United States·Professional services·11 to 50 employees
3.0
Feb 10, 2025
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
Flows keep running for years without maintenance
Cons
Steep learning curve that defeats businesses without an owner
Ease of use
Value for money
Customer service
Functionality
Response from the vendorFeb 19, 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.
1 found this helpful
Patrick Ortiz
Chief of Staff, Granite Peak Roofing
United States·Software·11 to 50 employees
1.0
Sep 18, 2024
Verified userLinkedIn confirmedUsed 1 to 2 years
We spent three months and never got it live
We bought it, spent three months trying to get our flows built around actual work, and never launched. That is our failure as much as the product's and the product made it easy to fail. We moved to something simpler and shipped in two weeks.
Pros
Flows keep running for years without maintenance
Cons
Contact tier pricing steps up without a confirmation prompt
Ease of use
Value for money
Customer service
Functionality
1 found this helpful
Nathaniel Lambert
Practice Manager, Kestrel Analytics
United States·Hospitality·1 to 10 employees
3.0
Jul 11, 2024
Verified userLinkedIn confirmedUsed 2 or more years
The old Confusionsoft name was earned
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
Automation can trigger on payment, not just engagement
Cons
The CRM itself is ordinary next to dedicated tools
United States
Canada