United States·Financial services·51 to 200 employees
4.0
May 4, 2025
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
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
11 found this helpful
Miguel Stavros
Bookkeeper, Fairview Veterinary
Canada·Nonprofit·11 to 50 employees
3.0
Feb 19, 2025
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
CRM, email, SMS, scheduling and invoicing in one system
Cons
Steep learning curve that defeats businesses without an owner
Ease of use
Value for money
Customer service
Functionality
11 found this helpful
Jasmine Marchetti
Project Manager, Prairie Rose Bakery
Canada·Nonprofit·1 to 10 employees
3.0
Aug 7, 2024
Verified userLinkedIn confirmedUsed 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
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
11 found this helpful
Olivia Fry
Accountant, Meridian Dental Group
United States·Hospitality·1 to 10 employees
2.0
May 10, 2026
Verified userLinkedIn confirmedUsed 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
Tagging model that drives the whole platform once learned
Cons
Mandatory onboarding fee of around five hundred dollars
Ease of use
Value for money
Customer service
Functionality
10 found this helpful
Nina Chaudhary
General Manager, Copper Mountain Brewing
Canada·Professional services·11 to 50 employees
5.0
Apr 30, 2026
Verified userLinkedIn confirmedUsed 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
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
10 found this helpful
Zachary Kowalski
Practice Manager, Blackstone Contracting
Canada·Software·11 to 50 employees
4.0
Apr 16, 2026
Verified userUsed 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
CRM, email, SMS, scheduling and invoicing in one system
Cons
Steep learning curve that defeats businesses without an owner
Ease of use
Value for money
Customer service
Functionality
10 found this helpful
Cody Ferrari
Owner, Maplewood Childcare
Canada·Accounting·11 to 50 employees
5.0
Jan 3, 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
Contact tier pricing steps up without a confirmation prompt
Ease of use
Value for money
Customer service
Functionality
10 found this helpful
Giselle Ferrari
Sales Director, Harborline Supply
United States·Ecommerce·11 to 50 employees
2.0
Aug 12, 2025
LinkedIn confirmedUsed 2 or more years
Support could not help with our own build
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
Replaces several separate subscriptions
Cons
Reporting and attribution are weak for the price
Ease of use
Value for money
Customer service
Functionality
10 found this helpful
Rebecca Lin
Founder, Fairview Veterinary
United States·Real estate·1 to 10 employees
5.0
Mar 13, 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
CRM, email, SMS, scheduling and invoicing in one system
Cons
Steep learning curve that defeats businesses without an owner
Ease of use
Value for money
Customer service
Functionality
10 found this helpful
Delia Ashford
People Operations Lead, Foundry Road Studios
Canada·Real estate·1 to 10 employees
4.0
Jan 23, 2025
Verified userUsed 2 or more years
Tagging drives everything and that is the trick
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
10 found this helpful
Ibrahim Quintero
Accountant, Coastline Outfitters
Other·Software·11 to 50 employees
5.0
Oct 28, 2024
Verified userLinkedIn confirmedUsed less than 6 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
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
10 found this helpful
Cody Kessler
Owner, Northgate Logistics
United States·Accounting·51 to 200 employees
4.0
Aug 4, 2024
LinkedIn confirmedUsed 6 to 12 months
Nothing else we tried could branch like this
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
Reporting and attribution are weak for the price
Ease of use
Value for money
Customer service
Functionality
10 found this helpful
Curtis Zielinski
Office Manager, Redbrick Property Group
Canada·Legal·1 to 10 employees
5.0
Jul 14, 2024
Used less than 6 months
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
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
10 found this helpful
Theo Jain
Operations Manager, Trailhead Bicycles
United States·Real estate·11 to 50 employees
5.0
Mar 25, 2026
LinkedIn confirmedUsed 2 or more 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
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
9 found this helpful
Julia Zimmerman
Head of Operations, Meridian Dental Group
United States·Nonprofit·1 to 10 employees
3.0
Aug 18, 2025
Verified userUsed 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
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
9 found this helpful
Nina Grant
VP of Sales, Summit Physio
United States·Education·11 to 50 employees
2.0
Aug 8, 2025
LinkedIn confirmedUsed 2 or more years
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
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
9 found this helpful
Wyatt Ojeda
People Operations Lead, Northern Star Staffing
Canada·Healthcare·51 to 200 employees
5.0
Dec 25, 2024
Used 1 to 2 years
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
Contact tier pricing steps up without a confirmation prompt
Ease of use
Value for money
Customer service
Functionality
9 found this helpful
Felicia Sandoval
Sales Director, Cedar & Vine Interiors
United States·Real estate·11 to 50 employees
5.0
Dec 11, 2024
Verified userUsed 6 to 12 months
One campaign has run for four years unattended
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
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
9 found this helpful
Lionel Goodwin
Studio Director, Cedar & Vine Interiors
Other·Financial services·11 to 50 employees
2.0
Mar 5, 2026
Verified userUsed less than 6 months
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
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
8 found this helpful
Preston Ivanov
Studio Director, Trailhead Bicycles
Canada·Accounting·1 to 10 employees
1.0
Oct 5, 2025
Verified userUsed 2 or more 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
Campaign builder with deep conditional branching
Cons
Mandatory onboarding fee of around five hundred dollars
Ease of use
Value for money
Customer service
Functionality
Response from the vendorOct 10, 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.
United States
Canada