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
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
Response from the vendorSep 19, 2024
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.
31 found this helpful
Delia Silva
Accountant, Falcon Ridge Landscaping
United States·Ecommerce·11 to 50 employees
5.0
Jan 21, 2026
LinkedIn confirmedUsed 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
Campaign builder with deep conditional branching
Cons
Reporting and attribution are weak for the price
Ease of use
Value for money
Customer service
Functionality
30 found this helpful
Laura Kirkwood
Operations Manager, Hillcrest Family Clinic
United States·Manufacturing·1 to 10 employees
5.0
Nov 26, 2025
Used less than 6 months
Nothing else we tried could branch like this
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
The CRM itself is ordinary next to dedicated tools
Ease of use
Value for money
Customer service
Functionality
30 found this helpful
Genevieve Haddad
HR Manager, Northgate Logistics
United States·Healthcare·201 to 500 employees
1.0
Jan 29, 2025
Verified userLinkedIn confirmedUsed 2 or more years
Support could not help with our own build
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
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
29 found this helpful
Callum Zamora
Project Manager, Redbrick Property Group
United States·Manufacturing·1 to 10 employees
4.0
Sep 1, 2025
Verified userLinkedIn confirmedUsed less than 6 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
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
28 found this helpful
Rebecca Nakamura
Founder, Maplewood Childcare
Canada·Financial services·1 to 10 employees
4.0
Jan 11, 2026
Verified userLinkedIn confirmedUsed less than 6 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
Replaces several separate subscriptions
Cons
Steep learning curve that defeats businesses without an owner
Ease of use
Value for money
Customer service
Functionality
27 found this helpful
Vikram Kaminski
Founder, Foundry Road Studios
Canada·Ecommerce·11 to 50 employees
4.0
Nov 18, 2025
Verified userUsed less than 6 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
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
27 found this helpful
Simone Sandoval
Practice Manager, Redbrick Property Group
United States·Legal·51 to 200 employees
4.0
Oct 1, 2025
Verified userLinkedIn confirmedUsed less than 6 months
Nothing else we tried could branch like this
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
27 found this helpful
Paige Farouk
Founder, Maplewood Childcare
United States·Education·500+ employees
5.0
May 7, 2025
Used 1 to 2 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
Replaces several separate subscriptions
Cons
The CRM itself is ordinary next to dedicated tools
Ease of use
Value for money
Customer service
Functionality
26 found this helpful
Yara Brennan
Operations Manager, Kestrel Analytics
United States·Retail·1 to 10 employees
3.0
Mar 15, 2025
Verified userLinkedIn confirmedUsed less than 6 months
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
Two hundred and forty nine a month is steep for a small business
Ease of use
Value for money
Customer service
Functionality
26 found this helpful
Wren Mensah
Finance Manager, Redbrick Property Group
United States·Financial services·51 to 200 employees
3.0
Jan 2, 2025
Verified userLinkedIn confirmedUsed 2 or more years
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
Replaces several separate subscriptions
Cons
Reporting and attribution are weak for the price
Ease of use
Value for money
Customer service
Functionality
Response from the vendorJan 13, 2025
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.
26 found this helpful
Quinn Cisneros
Head of Operations, Redbrick Property Group
Canada·Marketing·1 to 10 employees
5.0
Dec 4, 2024
Verified userUsed less than 6 months
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
Automation can trigger on payment, not just engagement
Cons
Contact tier pricing steps up without a confirmation prompt
Ease of use
Value for money
Customer service
Functionality
26 found this helpful
Adrian Schneider
People Operations Lead, Falcon Ridge Landscaping
Canada·Accounting·1 to 10 employees
1.0
Jun 4, 2026
Verified userLinkedIn confirmedUsed less than 6 months
Reporting is genuinely weak for the price
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
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
Response from the vendorJun 16, 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.
24 found this helpful
Sasha Underwood
Office Manager, Kestrel Analytics
United States·Software·1 to 10 employees
1.0
Apr 27, 2026
Verified userUsed 6 to 12 months
Two hundred and forty nine a month is a lot for a small business
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
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
24 found this helpful
Rohan Salazar
HR Manager, Lantern Creative
United States·Retail·1 to 10 employees
5.0
Jan 31, 2026
Verified userLinkedIn confirmedUsed 1 to 2 years
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
Contact tier pricing steps up without a confirmation prompt
Ease of use
Value for money
Customer service
Functionality
24 found this helpful
Ezra Tremblay
Owner, Kestrel Analytics
United States·Marketing·51 to 200 employees
2.0
Nov 7, 2025
LinkedIn confirmedUsed 1 to 2 years
Two hundred and forty nine a month is a lot for a small business
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
Contact tier pricing steps up without a confirmation prompt
Ease of use
Value for money
Customer service
Functionality
23 found this helpful
Caleb Norton
Practice Manager, Northern Star Staffing
United States·Legal·1 to 10 employees
4.0
Jun 24, 2025
LinkedIn confirmedUsed 2 or more years
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
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
23 found this helpful
Warren Ellsworth
Head of Operations, Beacon Legal Partners
United States·Professional services·11 to 50 employees
2.0
Jun 12, 2025
Used 2 or more years
Two hundred and forty nine a month is a lot for a small business
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
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
23 found this helpful
Ibrahim Lambert
Finance Manager, Foundry Road Studios
United States·Financial services·51 to 200 employees
2.0
Sep 18, 2025
Verified userLinkedIn confirmedUsed 6 to 12 months
Reporting is genuinely weak for the price
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
Automation can trigger on payment, not just engagement
Cons
Contact tier pricing steps up without a confirmation prompt
Ease of use
Value for money
Customer service
Functionality
Response from the vendorSep 23, 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.
22 found this helpful
Leonard Ashford
Controller, Tidewater Marine Services
Canada·Construction·500+ employees
4.0
Aug 23, 2025
Verified userLinkedIn confirmedUsed 1 to 2 years
One campaign has run for four years unattended
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
Campaign builder with deep conditional branching
Cons
Two hundred and forty nine a month is steep for a small business
United States
Canada