Keap

Easy to use.
I can create Campaigns and email marketing
Does a great job of segmenting customers

Search options are limited
Onboarding costs are high

I loved the tags and advanced segmentation I can do with my marketing funnel. I can tag users based on their actions. This is beyond amazing

It takes some time to learn how to do it and sometimes the integrations are a bit quirky with certain platforms e.g. wordpress

InfusionSoft was great at first and exciting to learn the platform and start building campaigns. The campaign builder is by far the best part as it is very easy to understand and super easy to visualize your campaign the way it maps out. The elements, processes, communications, etc. are all on a grid map with arrows connecting and directing contacts where to go based on criteria, tags, and triggers you define and set. Once your developers connect everything you need, it is fun to create campaigns.

Two problems: the CRM is subpar and some integration connections are not ideal. In terms of CRM, there are a lot of preloaded fields as you could expect. The problem is that if there are fields you do not need or use for your business, you're stuck looking at them no matter what. You can create and add up to 100 new custom fields and define the type of field they are, but you cannot remove or even hide existing fields or tabs. Also, we used ScheduleOnce to connect to schedule leads who interacted with our site by filling out a form. Sometimes ScheduleOnce would update their system and cause problems with InfusionSoft and vice versa. Support from IS was quick to address and fix this when it was on their end though.

I use the Infusionsoft product as opposed to the Keap product. I like the flexibility and robustness of the campaign builder.

It can be challenging to train others on the intricacies of the campaigns.