Verified userLinkedIn confirmedUsed 2 or more years
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
CRM, email, SMS, scheduling and invoicing in one system
Cons
Reporting and attribution are weak for the price
Ease of use
Value for money
Customer service
Functionality
37 found this helpful
Keith Crane
Bookkeeper, Willow & Ash Salons
Canada·Healthcare·11 to 50 employees
1.0
Aug 22, 2024
LinkedIn confirmedUsed 6 to 12 months
Support could not help with our own build
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
Replaces several separate subscriptions
Cons
Mandatory onboarding fee of around five hundred dollars
Ease of use
Value for money
Customer service
Functionality
37 found this helpful
Genevieve Sandoval
HR Manager, Summit Physio
United States·Real estate·1 to 10 employees
5.0
Jul 21, 2024
Verified userLinkedIn confirmedUsed 1 to 2 years
The automation follows the money too
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
Steep learning curve that defeats businesses without an owner
Ease of use
Value for money
Customer service
Functionality
37 found this helpful
Hassan Rasheed
Office Manager, Northgate Logistics
United States·Financial services·11 to 50 employees
5.0
May 14, 2026
Verified userLinkedIn confirmedUsed 1 to 2 years
One campaign has run for four years unattended
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
Mandatory onboarding fee of around five hundred dollars
Ease of use
Value for money
Customer service
Functionality
36 found this helpful
Giselle Buchanan
Controller, Summit Physio
United States·Legal·11 to 50 employees
3.0
Jun 29, 2025
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
Cons
Two hundred and forty nine a month is steep for a small business
Ease of use
Value for money
Customer service
Functionality
35 found this helpful
Ibrahim Thibault
HR Manager, Maplewood Childcare
United States·Professional services·11 to 50 employees
1.0
Jun 28, 2026
Verified userLinkedIn confirmedUsed 6 to 12 months
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
Automation can trigger on payment, not just engagement
Cons
Mandatory onboarding fee of around five hundred dollars
Ease of use
Value for money
Customer service
Functionality
Response from the vendorJul 8, 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.
34 found this helpful
Vikram Flanagan
Operations Manager, Hillcrest Family Clinic
United States·Transport and logistics·1 to 10 employees
3.0
Mar 20, 2026
Verified userLinkedIn confirmedUsed 6 to 12 months
Onboarding is mandatory and priced
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
Flows keep running for years without maintenance
Cons
Reporting and attribution are weak for the price
Ease of use
Value for money
Customer service
Functionality
34 found this helpful
Esther Dupont
Sales Director, Kestrel Analytics
United States·Education·51 to 200 employees
5.0
Sep 24, 2025
Verified userUsed 6 to 12 months
Tagging drives everything and that is the trick
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
Two hundred and forty nine a month is steep for a small business
Ease of use
Value for money
Customer service
Functionality
34 found this helpful
Amelia Valentine
Accountant, Northgate Logistics
United States·Professional services·1 to 10 employees
4.0
Jul 26, 2024
Verified userLinkedIn confirmedUsed 1 to 2 years
The automation follows the money too
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
Campaign builder with deep conditional branching
Cons
Contact tier pricing steps up without a confirmation prompt
Ease of use
Value for money
Customer service
Functionality
34 found this helpful
Cody Isozaki
Finance Manager, Ironwood Fabrication
Canada·Accounting·11 to 50 employees
3.0
May 2, 2026
Verified userLinkedIn confirmedUsed less than 6 months
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
Tagging model that drives the whole platform once learned
Cons
Reporting and attribution are weak for the price
Ease of use
Value for money
Customer service
Functionality
Response from the vendorMay 5, 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.
33 found this helpful
Erin Okafor
Project Manager, Maplewood Childcare
Canada·Healthcare·1 to 10 employees
1.0
Apr 16, 2026
Verified userUsed 2 or more years
Support could not help with our own build
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
Replaces several separate subscriptions
Cons
Contact tier pricing steps up without a confirmation prompt
Ease of use
Value for money
Customer service
Functionality
Response from the vendorApr 20, 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.
33 found this helpful
Delia Fairbanks
Finance Manager, Redbrick Property Group
United States·Construction·51 to 200 employees
2.0
Mar 1, 2026
Verified userUsed 1 to 2 years
Two hundred and forty nine a month is a lot for a small business
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
The CRM itself is ordinary next to dedicated tools
Ease of use
Value for money
Customer service
Functionality
Response from the vendorMar 9, 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.
33 found this helpful
Ximena Doyle
Managing Partner, Blackstone Contracting
United States·Retail·11 to 50 employees
4.0
May 22, 2026
Verified userLinkedIn confirmedUsed 1 to 2 years
Nothing else we tried could branch like this
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
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
32 found this helpful
Felicia Mensah
Controller, Foundry Road Studios
United States·Construction·11 to 50 employees
2.0
Mar 14, 2026
LinkedIn confirmedUsed 1 to 2 years
We spent three months and never got it live
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
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 vendorMar 21, 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.
32 found this helpful
Naomi Pemberton
Accountant, Beacon Legal Partners
United States·Ecommerce·1 to 10 employees
5.0
Mar 4, 2026
LinkedIn confirmedUsed 1 to 2 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
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
32 found this helpful
Cody Sinclair
Founder, Granite Peak Roofing
Canada·Ecommerce·11 to 50 employees
3.0
Nov 13, 2025
LinkedIn confirmedUsed 6 to 12 months
The old Confusionsoft name was earned
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
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
32 found this helpful
Farida Donovan
Accountant, Kestrel Analytics
United States·Hospitality·201 to 500 employees
4.0
Jun 15, 2025
Verified userUsed 6 to 12 months
The automation follows the money too
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
Two hundred and forty nine a month is steep for a small business
Ease of use
Value for money
Customer service
Functionality
32 found this helpful
Wesley Oyelaran
Controller, Blackstone Contracting
United States·Marketing·1 to 10 employees
5.0
Dec 5, 2025
Verified userLinkedIn confirmedUsed 6 to 12 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
Replaces several separate subscriptions
Cons
Two hundred and forty nine a month is steep for a small business
Ease of use
Value for money
Customer service
Functionality
31 found this helpful
Kyle Delgado
Controller, Sandbar Hospitality
Other·Nonprofit·51 to 200 employees
4.0
Sep 15, 2025
Verified userUsed less than 6 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
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
31 found this helpful
Leonard Sharma
General Manager, Copper Mountain Brewing
Canada·Construction·1 to 10 employees
3.0
Oct 25, 2024
Used 2 or more years
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
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
Response from the vendorOct 27, 2024
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.
United States
Canada