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
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
18 found this helpful
Wyatt Isozaki
Studio Director, Sandbar Hospitality
Other·Software·11 to 50 employees
1.0
Feb 4, 2026
Used less than 6 months
The contact tiers caught us out
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
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 vendorFeb 14, 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.
17 found this helpful
Kimberly Cisneros
Accountant, Meridian Dental Group
United States·Accounting·11 to 50 employees
4.0
Mar 18, 2025
Used less than 6 months
Our enquiry to booked job flow is automatic
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
17 found this helpful
Neil Broadbent
Project Manager, Trailhead Bicycles
United States·Financial services·51 to 200 employees
4.0
Oct 18, 2024
Used less than 6 months
One campaign has run for four years unattended
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
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
17 found this helpful
Zara Prescott
Owner, Northern Star Staffing
United States·Legal·11 to 50 employees
3.0
Aug 27, 2024
Verified userLinkedIn confirmedUsed less than 6 months
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
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
Response from the vendorSep 8, 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.
17 found this helpful
Ingrid Hammond
Founder, Cedar & Vine Interiors
United States·Healthcare·201 to 500 employees
3.0
Jun 9, 2026
Verified userUsed 2 or more 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
Campaign builder with deep conditional branching
Cons
Mandatory onboarding fee of around five hundred dollars
Ease of use
Value for money
Customer service
Functionality
16 found this helpful
Valerie Rasmussen
Office Manager, Foundry Road Studios
Canada·Real estate·201 to 500 employees
5.0
Mar 31, 2026
Verified userUsed 1 to 2 years
Tagging drives everything and that is the trick
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
Replaces several separate subscriptions
Cons
Mandatory onboarding fee of around five hundred dollars
Ease of use
Value for money
Customer service
Functionality
16 found this helpful
Grace Thornton
Office Manager, Trailhead Bicycles
United States·Professional services·1 to 10 employees
1.0
Mar 3, 2026
Used 2 or more years
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
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
16 found this helpful
Adrian Desai
Bookkeeper, Coastline Outfitters
Canada·Legal·1 to 10 employees
2.0
Jan 1, 2026
Verified userUsed 1 to 2 years
Reporting is genuinely weak for the price
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
Replaces several separate subscriptions
Cons
The CRM itself is ordinary next to dedicated tools
Ease of use
Value for money
Customer service
Functionality
16 found this helpful
Rohan Boucher
General Manager, Beacon Legal Partners
United States·Manufacturing·201 to 500 employees
3.0
Dec 14, 2025
Verified userLinkedIn confirmedUsed 2 or more 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
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
16 found this helpful
Ulises Zimmerman
Studio Director, Silverbirch Accounting
United States·Hospitality·1 to 10 employees
4.0
Nov 10, 2025
Verified userLinkedIn confirmedUsed 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
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
16 found this helpful
Isaac Bell
Sales Director, Kestrel Analytics
United States·Real estate·1 to 10 employees
5.0
Jul 25, 2025
Verified userUsed 1 to 2 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
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
16 found this helpful
Julia Ghosh
Managing Partner, Ironwood Fabrication
United States·Healthcare·11 to 50 employees
3.0
Dec 16, 2024
Verified userUsed 2 or more years
Powerful, and you must commit someone to it
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
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
Response from the vendorDec 24, 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.
16 found this helpful
Isaac Yoon
Studio Director, Northgate Logistics
United States·Marketing·1 to 10 employees
1.0
Nov 20, 2024
LinkedIn confirmedUsed 6 to 12 months
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
Contact tier pricing steps up without a confirmation prompt
Ease of use
Value for money
Customer service
Functionality
16 found this helpful
Gwen Iqbal
Managing Partner, Clearview Windows
United States·Real estate·51 to 200 employees
4.0
Sep 16, 2024
Verified userUsed 1 to 2 years
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
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
16 found this helpful
Sofia Finnegan
Operations Manager, Sandbar Hospitality
United States·Ecommerce·1 to 10 employees
1.0
Jun 10, 2026
Verified userUsed 2 or more years
Reporting is genuinely weak for the price
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
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 vendorJun 18, 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.
15 found this helpful
Ibrahim Jefferson
Controller, Granite Peak Roofing
Canada·Legal·11 to 50 employees
4.0
May 27, 2026
Used 6 to 12 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
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
15 found this helpful
Meredith Pyne
Operations Manager, Summit Physio
United States·Construction·1 to 10 employees
4.0
Apr 28, 2026
Verified userLinkedIn confirmedUsed 2 or more years
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
Two hundred and forty nine a month is steep for a small business
Ease of use
Value for money
Customer service
Functionality
15 found this helpful
Patrick Okonkwo
Operations Manager, Blackstone Contracting
Canada·Education·51 to 200 employees
4.0
Apr 15, 2026
Verified userUsed less than 6 months
Our enquiry to booked job flow is automatic
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
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
15 found this helpful
Laura Torres
Finance Manager, Foundry Road Studios
Canada·Healthcare·1 to 10 employees
5.0
Mar 22, 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
United States
Canada