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
Reporting and attribution are weak for the price
Ease of use
Value for money
Customer service
Functionality
8 found this helpful
Trisha Lambert
Operations Manager, Aurora Print House
United States·Hospitality·1 to 10 employees
3.0
Jun 30, 2025
Verified userUsed 2 or more years
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
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
8 found this helpful
Bethany Quintero
People Operations Lead, Aurora Print House
United States·Construction·11 to 50 employees
4.0
Jun 15, 2025
Verified userUsed 1 to 2 years
Our enquiry to booked job flow is automatic
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
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
8 found this helpful
Julius Marchetti
Owner, Cedar & Vine Interiors
Canada·Legal·11 to 50 employees
5.0
Feb 5, 2025
Verified userUsed 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
8 found this helpful
Harold Velazquez
Head of Operations, Clearview Windows
Canada·Transport and logistics·51 to 200 employees
4.0
Jan 12, 2025
Verified userLinkedIn confirmedUsed 1 to 2 years
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
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
8 found this helpful
Percy Vasquez
Chief of Staff, Lantern Creative
Canada·Ecommerce·1 to 10 employees
1.0
Jan 8, 2025
Verified userLinkedIn 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
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
8 found this helpful
Rachel Ainsworth
Studio Director, Lantern Creative
United States·Financial services·51 to 200 employees
3.0
Jun 23, 2026
Verified userUsed 6 to 12 months
The old Confusionsoft name was earned
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
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
7 found this helpful
Kendra Ashford
Office Manager, Ironwood Fabrication
United States·Transport and logistics·1 to 10 employees
1.0
Apr 30, 2026
Verified userLinkedIn confirmedUsed 2 or more years
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
CRM, email, SMS, scheduling and invoicing in one system
Cons
Mandatory onboarding fee of around five hundred dollars
Ease of use
Value for money
Customer service
Functionality
Response from the vendorMay 7, 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.
7 found this helpful
Neil Ojeda
Owner, Hillcrest Family Clinic
United States·Retail·11 to 50 employees
2.0
Jan 30, 2026
Verified userUsed less than 6 months
Two hundred and forty nine a month is a lot for a small business
For what it costs, the reporting is poor. Attribution is hard to get at, and answering which campaign produced revenue took exporting to a spreadsheet. That is a strange gap in a product built around marketing automation.
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
7 found this helpful
Julius Mahoney
Studio Director, Copper Mountain Brewing
United States·Real estate·201 to 500 employees
4.0
Jan 16, 2026
Verified userUsed 1 to 2 years
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
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
7 found this helpful
Lorena Ibarra
Sales Director, Kestrel Analytics
Canada·Real estate·201 to 500 employees
4.0
Jan 9, 2026
Verified userLinkedIn confirmedUsed 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
Automation can trigger on payment, not just engagement
Cons
Reporting and attribution are weak for the price
Ease of use
Value for money
Customer service
Functionality
7 found this helpful
Odette Haugen
Studio Director, Blackstone Contracting
United States·Legal·1 to 10 employees
5.0
Aug 12, 2025
Verified userLinkedIn confirmedUsed 2 or more years
Nothing else we tried could branch like this
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
Mandatory onboarding fee of around five hundred dollars
Ease of use
Value for money
Customer service
Functionality
7 found this helpful
Selena Dubois
Controller, Northgate Logistics
Canada·Financial services·11 to 50 employees
1.0
May 15, 2025
Verified userUsed 1 to 2 years
Support could not help with our own build
For what it costs, the reporting is poor. Attribution is hard to get at, and answering which campaign produced revenue took exporting to a spreadsheet. That is a strange gap in a product built around marketing automation.
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 vendorMay 17, 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.
7 found this helpful
Marisol Beaumont
HR Manager, Kestrel Analytics
United States·Ecommerce·11 to 50 employees
2.0
Nov 5, 2024
Used 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
The CRM itself is ordinary next to dedicated tools
Ease of use
Value for money
Customer service
Functionality
7 found this helpful
Brooke Rasmussen
Sales Director, Hillcrest Family Clinic
United States·Accounting·11 to 50 employees
3.0
Sep 26, 2024
Verified userLinkedIn confirmedUsed 6 to 12 months
The old Confusionsoft name was earned
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
Contact tier pricing steps up without a confirmation prompt
Ease of use
Value for money
Customer service
Functionality
Response from the vendorOct 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.
7 found this helpful
Yasmin Nakamura
Founder, Granite Peak Roofing
United States·Education·11 to 50 employees
1.0
Jun 28, 2026
Used 1 to 2 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
Mandatory onboarding fee of around five hundred dollars
Ease of use
Value for money
Customer service
Functionality
6 found this helpful
Meredith Choi
Director of Finance, Maplewood Childcare
United States·Construction·1 to 10 employees
3.0
Dec 8, 2025
Verified userLinkedIn confirmedUsed 2 or more years
The old Confusionsoft name was earned
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
6 found this helpful
Sanjay Yamamoto
Practice Manager, Ironwood Fabrication
United States·Professional services·1 to 10 employees
4.0
Nov 27, 2025
Verified userUsed 1 to 2 years
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
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
6 found this helpful
Sanjay Larkin
Controller, Clearview Windows
United States·Professional services·1 to 10 employees
3.0
Jul 4, 2025
Verified userUsed 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
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
6 found this helpful
Willa Hutchins
Accountant, Coastline Outfitters
United States·Retail·11 to 50 employees
1.0
Mar 28, 2025
Verified userUsed 2 or more years
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
CRM, email, SMS, scheduling and invoicing in one system
Cons
Mandatory onboarding fee of around five hundred dollars
United States
Canada