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
6 found this helpful
Dominic Mensah
Controller, Sandbar Hospitality
United States·Construction·11 to 50 employees
5.0
May 5, 2026
Verified userLinkedIn confirmedUsed 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
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
5 found this helpful
Warren Kessler
General Manager, Aurora Print House
United States·Transport and logistics·1 to 10 employees
4.0
Feb 22, 2026
Verified userUsed 1 to 2 years
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
Campaign builder with deep conditional branching
Cons
Reporting and attribution are weak for the price
Ease of use
Value for money
Customer service
Functionality
5 found this helpful
Julia Abbott
Head of Operations, Trailhead Bicycles
United States·Hospitality·1 to 10 employees
3.0
Jan 15, 2026
Used 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
Replaces several separate subscriptions
Cons
The CRM itself is ordinary next to dedicated tools
Ease of use
Value for money
Customer service
Functionality
5 found this helpful
Talia Quintero
Controller, Lantern Creative
United States·Financial services·51 to 200 employees
5.0
Jan 3, 2026
Verified userLinkedIn confirmedUsed 2 or more 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
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
5 found this helpful
Selena Guerrero
Chief of Staff, Coastline Outfitters
United States·Software·11 to 50 employees
4.0
Sep 30, 2025
Verified userLinkedIn confirmedUsed 6 to 12 months
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
Mandatory onboarding fee of around five hundred dollars
Ease of use
Value for money
Customer service
Functionality
5 found this helpful
Ophelia Nakamura
Managing Partner, Kestrel Analytics
United States·Marketing·11 to 50 employees
3.0
Sep 25, 2025
Verified userUsed 1 to 2 years
Great automation, ordinary CRM
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
5 found this helpful
Alistair Goldberg
Owner, Sandbar Hospitality
United States·Legal·201 to 500 employees
5.0
Aug 29, 2025
Verified userLinkedIn confirmedUsed 2 or more years
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
Campaign builder with deep conditional branching
Cons
Two hundred and forty nine a month is steep for a small business
Ease of use
Value for money
Customer service
Functionality
5 found this helpful
Christopher Whelan
Founder, Meridian Dental Group
United States·Ecommerce·11 to 50 employees
4.0
Aug 28, 2025
Used less than 6 months
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
Mandatory onboarding fee of around five hundred dollars
Ease of use
Value for money
Customer service
Functionality
5 found this helpful
Valerie Forsythe
Head of Operations, Redbrick Property Group
United States·Hospitality·11 to 50 employees
5.0
Apr 15, 2025
Verified userUsed 2 or more 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
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
5 found this helpful
Leonard Prescott
Office Manager, Clearview Windows
United States·Education·1 to 10 employees
5.0
Feb 14, 2025
Verified userLinkedIn confirmedUsed less than 6 months
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
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
5 found this helpful
Sarah Valentine
Studio Director, Prairie Rose Bakery
United States·Nonprofit·11 to 50 employees
4.0
Dec 15, 2024
Verified userUsed 1 to 2 years
It replaced five separate subscriptions
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
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
5 found this helpful
Selena Sandoval
Managing Partner, Redbrick Property Group
United States·Education·11 to 50 employees
3.0
Nov 18, 2024
Verified userLinkedIn confirmedUsed less than 6 months
Powerful, and you must commit someone to it
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
5 found this helpful
Jasmine Alvarado
HR Manager, Harborline Supply
United States·Healthcare·201 to 500 employees
5.0
Jun 17, 2026
Verified userUsed 2 or more 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
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
4 found this helpful
Lorena Ivanov
VP of Sales, Coastline Outfitters
United States·Education·11 to 50 employees
3.0
Mar 26, 2026
Used 1 to 2 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
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
4 found this helpful
Leonard Jain
Controller, Bluewater Consulting
United States·Manufacturing·11 to 50 employees
5.0
Mar 24, 2026
Verified userLinkedIn confirmedUsed less than 6 months
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
Replaces several separate subscriptions
Cons
Mandatory onboarding fee of around five hundred dollars
Ease of use
Value for money
Customer service
Functionality
4 found this helpful
Wyatt Ibarra
Controller, Clearview Windows
United States·Real estate·11 to 50 employees
2.0
Dec 27, 2025
Verified userLinkedIn confirmedUsed 1 to 2 years
The contact tiers caught us out
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
4 found this helpful
Patrick Lindqvist
Managing Partner, Fairview Veterinary
Other·Software·11 to 50 employees
5.0
Nov 5, 2025
Verified userLinkedIn confirmedUsed 2 or more years
It replaced five separate subscriptions
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
4 found this helpful
Alistair Sharma
Sales Director, Tidewater Marine Services
Other·Manufacturing·1 to 10 employees
5.0
Apr 11, 2025
LinkedIn confirmedUsed 1 to 2 years
Our enquiry to booked job flow is automatic
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
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
4 found this helpful
Bethany Leclerc
Studio Director, Prairie Rose Bakery
United States·Manufacturing·1 to 10 employees
2.0
Mar 30, 2025
Used 1 to 2 years
Two hundred and forty nine a month is a lot for a small business
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
Steep learning curve that defeats businesses without an owner
Canada
United States