Sobre Keap
Infusionsoft by Keap: plataforma de automatización de CRM, ventas y marketing todo en uno, poderosa y de bajo costo, para hacer crecer tu negocio.
The customer service was easy to access and willing to go the extra mile to help out.
It essentially has no (easy) pipeline management. Cancellation and rude customer service experience.
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mike
Keap Review
Usuario verificado
Keap es una herramienta fundamental
Comentarios: Es uno de lo softwares donde más trabajo y donde menos problemas tengo. ¿Cuál es mi conclusión? Es una experiencia muy positiva. Además, ante cualquier problema que tenga, el servicio de atención al cliente es muy ágil y resuelve las dudas muy rápidamente.
Puntos a favor:
Una vez te haces a la herramienta, es ágil y permite una gran variedad de acciones. Cualquier cosa relacionada con la segmentación de audiencias, control comunicativo, así como automatización de marketing es realizable gracias a todas las cosas que ofrece.
Puntos en contra:
Es un software poco intuitivo en algunos aspectos, la curva de aprendizaje es algo lenta y cuesta explicar cómo hacer un buen uso de esta herramienta a compañeros.
Respuesta de Keap
hace 5 meses
Thank you for taking the time to leave a review! We're glad to hear that Keap works well for you. We are working on extending our educational resources to make Keap more accessible for all Users.
Almudena
Gran software de CRM
Comentarios: ¡Una experiencia increíble desde las ventas hasta el servicio! Me encantan las plantillas disponibles para campañas de correo electrónico y todas las funciones útiles.
Puntos a favor:
La mejora de la plataforma recientemente es notable y es una herramienta fantástica, especialmente para las empresas emergentes. El servicio al cliente es como ningún otro; siempre ha sido muy útil y conocedor hacia mí y mi equipo. También es una inversión muy razonable en comparación con otras plataformas.
Puntos en contra:
Keap puede ser un desafío para aprender, especialmente si es nuevo en CRM o automatización de marketing. Puede tomar algún tiempo parametrizar todas las características y funcionalidades de la plataforma.
Manuel
Muy buena
Comentarios: Muy buena muy compatible con sistema operativos
Puntos a favor:
Plataforma de CRM en línea bien establecida con herramientas de marketingUsamos keap para administrar la base de datos de nuestros clientes. hicimos marketing por correo electrónico, generación de prospectos, formularios internos, plantillas de correo electrónico y campañas automáticas y más. Me complace decirle que, aunque podemos encontrar muchos sistemas de CRM baratos, Keap es el mejor y vale la pena. porque, todos los días están tratando de darnos la mejor experiencia. recibimos actualizaciones periódicas con muchas características nuevas. Una cosa más para mencionar. Allí, la atención al cliente fue muy útil para nuestro personal cuando se incorporaron. No solo para el personal sino también para la administración. ellos brindan apoyo oportuno. Me gustaría recomendar Keap CRM para cualquier negocio. adelante sin dudarlo. Al principio será difícil adoptar un nuevo sistema. pero cuando se trata de Keap, te ayudarán a llegar allí sin ningún problema.
Puntos en contra:
Quizas mas opciones de email marketing aunque es optima
Emi
El mejor software de control para tu marketing
Comentarios: La integraccion de IS con otros Software es genial, de hecho, lo hemos implementado con un vuelco de datos, a traves de RRSS a una Excel para nuestros clientes y estan encantados.
Puntos a favor:
Lo teniamos claro desde el minuto uno que este iba a ser el software que necesitamos. Muy completo, ràpido y competitivo.
Puntos en contra:
Por poner alguna pega seria, la del soporte tecnico, y que conste que simpre he recibido respuesta.
Usuario verificado
Número de teléfono y línea comercial vinculados .2°línea con SMS y desvio de llamada
Comentarios: Una experiencia genial y agradable gracias a las opiniones que brida el software
Puntos a favor:
Las funciones que ejecuta el software son muy rápidas y sencillas de muy buena calidad
Puntos en contra:
No hay disgusto en el software todo esta bien
Respuesta de Keap
hace 5 meses
We're happy to hear that Keap has been able to help you and your business. Thank you for taking the time to leave a review!
Maria
Genial app para mantener mi dia a dia en orden
Comentarios: Keap es nuestra escogida para mantener lo procesos en orden y al dia, tanto profesionales como personales, la recomiendo ampliamente.
Puntos a favor:
Me encanta sus funciones agradable e intuituvo.
Puntos en contra:
se neceistan opciones mas avanzadas de gestion de tiempo y no tiene esas herramientas.
Respuesta de Keap
hace 3 meses
Hi Maria, We're happy to hear that you highly recommend Keap! Be on the lookout for improvements to our Appointments area!
Liliana
Con esta herramienta he mejorado la Gestión de Clientes
Comentarios: Es una excelente opción para las pequeñas empresas como la mía donde busco simplificar la gestión de clientes y ventas, automatizar tareas repetitivas, optimizar campañas de marketing digital y tomar decisiones informadas basadas en datos.
Puntos a favor:
Es una excelente herramienta para las pequeñas empresas que buscan simplificar sus procesos de gestión de clientes y ventas. Con esta plataforma, se tiene una visión completa de los clientes, desde sus datos personales y preferencias hasta su historial de compras y comunicaciones.
Puntos en contra:
Podría mejorar en la personalización de la plataforma. Aunque la herramienta ofrece algunas opciones de personalización, me gustaría tener más control sobre la apariencia y la estructura de la plataforma.
Respuesta de Keap
hace 2 meses
Hello Liliana! We appreciate the review! We're glad to hear that Keap has been a great fit for your business. Our Product team is working to release more customization options to the software! Be sure to keep an eye out in your app for changes.
Luis armando
Crm esttategias marketing y campañas
Comentarios: Lo.recomiendo para nuevos.emprendedores.por los.consejos prácticos
Puntos a favor:
Ea divertido positivo y fresco se adapta a nuestra forma de trabajo dinamico al.desarrollar.Campañas nuevas de email marketing
Puntos en contra:
Atencion.al.cliente siempre.es.poco lenta pero cuando atiende te.soluciona
Anibal
Keap: Emails sin spam
Puntos a favor:
Es un software muy organizado en la creación de una bandeja de entrada y eventos de marketing
Puntos en contra:
No posee muchas herramientas y le falta actualizar

Mindy
Great for an all-in-one service
Comentarios: I had some great help with getting everything set up and I find the email automation system quite easy to use and understand, which is great as it has gotten me to do a lot more with automation. I have the email lists integrated onto my website optin forms and it's quite simple to see who takes action on the emails that are sent in the automation sequence.
Puntos a favor:
I love that I can segment my clients into different groups to email them directly from Keap, and also do the same with prospective clients and past clients. Having everything in one place makes my life so much easier and streamlined and has encouraged me to do even more than I was before in regards to client communication.
Puntos en contra:
I had some issues at first with the Keap phone number, but they did get it fixed, although it took quite a while. The one thing that I am missing right now with them is recurring invoicing because I would have to be the one to enter the client's credit card information in order to do that here, so I am still using another product for that.

Denise
Keap, a robust and user-friendly program
Comentarios: It provides us with the flexibility to perform a wide range of segmentation operations to meet our specific requirements; for example, when developing a marketing campaign, we can divide our target audience into subsets based on factors such as their level of product familiarity, the frequency with which they make purchases, and their potential lifetime value as customers. It also includes a customer relationship management system that lets us delegate work and monitor both individual and collective productivity.
Puntos a favor:
With the support of Keap, I am able to automate my clients' operations. Through the use of numerous opt-in methods, I am able to collect leads, develop and release goods, and set up automated distribution schedules for both products and campaign emails. In order to streamline the referral procedure, you can use the referral partner function.
Puntos en contra:
If a contact does not seem to be actively engaged, Keap will mark it as opted out. To fully take advantage of the program's features, I believe it requires a significant time commitment to study each module and tool.
Respuesta de Keap
hace 9 meses
Hi Denise, Thank you so much for taking the time to leave a review. I'm so glad to hear tha Keap is an effective solution in your business for lead management, SEO, and more.
Jared
Automation of our sales and marketing processes with Keap.
Comentarios: I am very satisfied with my experience using this software for the last three years. It has been an invaluable tool for my work as a marketer and has significantly improved my ability to automate and streamline my sales and marketing processes. If you are looking for an all-in-one solution to automate your business, I would definitely recommend considering Keap.
Puntos a favor:
What I like the most about this software is that it allows me to organize and automate many of my daily tasks. For example, I can easily schedule a series of personalized emails for a marketing campaign and the software takes care of sending them to the right customers at the right time. I can also create custom contact forms and add them to my website, which helps me capture leads and automatically organize them in a database.
Puntos en contra:
Some features that can be a bit confusing at first. When I was first setting up my workflows, it took me a bit of time to understand how they worked and how to customize them for my business. Also, while the tech support is great, sometimes I would have liked more customization options.
Respuesta de Keap
el mes pasado
Hello Jared, Thank you so much for sharing your experience with us. We appreciate you recommending us to others! I will pass along your feedback regarding more customization options.
Karly
Keap would be ok if you have programming experience
Comentarios: It took me more time to work ON keap than work on my business.
Puntos a favor:
Hand on training to get set up was appealing. Customizable functionality.
Puntos en contra:
Keap did not really integrate with anything, so all of the contacts had to be manually added. If you wanted it to do anything you had to build out the automation and I had no experience with programming. When I told them it was not working they kept all my money and would not even give me a partial refund. DO NOT sign up for a year until you KNOW it is going to work for you. I was told I could use my cell phone for the text and calling function and then when I went to set it up I was advised not to. After paying for one on one training I had gotten no where after 3 of my sessions. They were going to try to figure out how to do a few thing in between our appointments and then when we would meet again they would not have done it and acted like I should devise a work around.
Respuesta de Keap
hace 4 semanas
Hello Karly, We're sorry to hear that you weren't better supported during your set up period. We'd like to look into your experience further. Can you please email socialsupport@keap.com with your information so that we can look up your account?

Sarah
It is easy to use and effective for automating campaigns
Comentarios: For tiny, high-tech businesses, we leverage Keap's automatic lead follow-up features. It's an excellent method to keep track of leads and customers, stay organized, and know who to reach first thing in the morning. It can also be used to promote and follow up after trade shows, webinars, and the combination of text and email message marketing.
Puntos a favor:
For times when I need to take a break from work, it's helpful to have a system in place that automatically follows up with leads. I really like the automated email and text message sending, lead scoring, and reports on who is signing up for webinars.
Puntos en contra:
Keap is missing crucial functionality and customer support that are essential for any expanding firm. As soon as they left the CRM, all outgoing emails were flagged as spam. The interfaces for their template makers were equally unattractive.
Respuesta de Keap
el mes pasado
Hello Sarah, We're glad to hear that you're pleased with Keap! Thank you for taking the time to share your experience. We love hearing from users who use automation to give themselves time back.
Tegvall
The best in relationship management (CRM) software.
Comentarios: Please note that the information provided here is based on the knowledge available up until September 2021, and there may have been updates or changes to Keap since then. It's always a good idea to visit the official Keap website or contact their support for the latest and most accurate information about their product.
Puntos a favor:
Centralized Customer Management: Keap provides a centralized database to store and manage customer information, including contact details, communication history, and purchase history. Having a single source of customer data helps businesses keep track of interactions, preferences, and customer journey, leading to more personalized and effective communication.Marketing Automation: Keap's marketing automation capabilities allow businesses to automate repetitive tasks, such as sending personalized emails, following up with leads, and nurturing customer relationships. This saves time and ensures consistent and timely communication with customers, ultimately improving marketing effectiveness and customer engagement.
Puntos en contra:
Complexity for Small Businesses: Keap is a robust CRM platform with a wide range of features. However, this can also make it complex, especially for small businesses with limited resources or technical expertise. The learning curve for using and configuring Keap can be steep, requiring time and effort to fully utilize its capabilities.Cost: Keap's pricing plans may be relatively higher compared to some other CRM options available in the market, especially for businesses with larger contact lists or those that require advanced features. The cost factor may be a concern for small businesses with limited budgets.
Respuesta de Keap
hace 2 semanas
Hello Tegvall, We appreciate you taking the time to leave us a review! Thank you for bringing up how automation can save businesses valuable time that they can then use elsewhere. We know that we offer a wide variety of features, which is why we are working on further extending our resources, events, and services to help Keap users succeed.
Marek
Keap Review
Comentarios: The software offered a powerful CRM solution that helped me streamline my sales and marketing processes. The centralized customer data and automation features greatly improved my ability to manage and nurture leads. The user-friendly interface made it easy to navigate and utilize the various features of the software. However, the limited customization options and relatively basic reporting capabilities were areas that could be improved. Nonetheless, Keap proved to be a valuable tool for managing customer relationships and driving business growth.
Puntos a favor:
One of the things I liked most about Keap was its robust customer relationship management (CRM) features. The software provided a comprehensive set of tools for managing customer interactions, tracking leads, and automating sales and marketing processes. The ability to centralize customer data, including contact information, communication history, and purchase behavior, allowed for better customer segmentation and personalized communication. The automation features, such as email marketing campaigns and lead scoring, helped streamline workflows and improve efficiency. Additionally, the intuitive user interface made it easy to navigate and quickly access the information and features I needed.
Puntos en contra:
One thing I liked least was the limited customization options within the software. There were some instances where I wanted to tailor certain features or workflows to better align with my specific business needs, but the flexibility to customize was somewhat restricted. Additionally, the reporting and analytics capabilities, although useful, could have been more advanced and comprehensive. More advanced reporting options would have provided deeper insights into sales performance and campaign effectiveness.
Hideki
E-commerce manager with unique functions
Comentarios: It is a solution that in the long or short term only brings benefits to companies, allowing much more complete commercial projects to be managed.
Puntos a favor:
What I consider most remarkable and that is why I like it is that it gathers all the customer information in one place. This tool also helps sales processes so that companies grow financially. Its functions allow you to connect by mail with your customer database and maintain more direct contacts and thus establish or concreatr even more sales
Puntos en contra:
There is nothing wrong i want to expose, this tool has helped me to complete commercial projects successfully
Respuesta de Keap
hace 2 semanas
Hello Hideki, We appreciate you taking the time to leave us a review. We're glad you enjoy having all your customer information in one place. Thank you for mentioning that Keap can help companies grow financially by improving sales processes.
Aurora
Amazing CRM solution
Puntos a favor:
It’s a good all-in-one solution, especially for small business. It also offers comprehensive features, such as lead capture, appointment scheduling, invoicing, and customer management. In this way, it’s easy to keep track of everything.
Puntos en contra:
It can be overwhelming for new users with enough knowledge in CRM software. In addition, it can be a bit expensive for small businesses.
Respuesta de Keap
el mes pasado
Hi Aurora, We appreciate you taking the time to leave us a review. We are glad to hear that you've enjoyed Keap! We are working to further extend out our resources and events to make it easier for new users.
Darpan
Suite of tools foe businesses
Puntos a favor:
It helps me in automating my marketing campaigns like email and messaging campaigns but the main feature of Keap is its mobile app which is available on both IOS and Android which helps me to access my CRM through my mobile
Puntos en contra:
Keap is very complex to learn sometimes the interface is irritating it takes time to get familiar with the platform layout
John
Infusionsoft refuses to make simple fixes. Terrible for business to business!
Comentarios: I'm business to business and have spend over $100,000 on development to overcome its inadequacies.
Puntos a favor:
Not sure. It has lots of functionality but most everything is clunky. Only comes with 99 custom fields and you can't modify the home screen. When you click around it always defaults you to a place you don't want to be. If you look up a contact it insists on defaulting you to first name and it has a nasty delay. So if you want to search by company you will start typing and then after the delay it will switch you to first name. You can't choose the view to do your lookups and it defaults to the record view, which I never use. So every time I do a search that turns up multiple records I have to click on the list view. Another infuriating thing is that if you want to sort by a field in list view it defaults to zto a instead of a to z. They will never fix anything even if it is a 2 minute fix.
Puntos en contra:
It uses a flat database that is terrible for business to business. No primary fields or tags so if you add a company contact there is no way to tag or have company related field data updated to the new contact without expensive api coding from your website. They added linkedin, facebook and twitter years agobut didn't include the fields in the mass update section. What does this mean? When linkedin changed their url format I was stuck with over 3000 records with bad url's. So with any of their other fields you lookup the filled fields and then you choose mass update contacts and click on the allow blank fields to remove existing data. Well they didn't include the fields here so you can't do it. Maybe just export the records and replace the filled fields with empty into a csv file and import to remove the data. That doesn't work either. Blank field data won't replace filled data in a modify existing records merge. If you try chat support you will more than likely get a foreign support person (mine was from the Phillipines) who will act like he or she has never heard of this problems and make you explain it over and over and ask you to do a million unnecessary tests. I finally became so frustrated that I called support, got someone who at least admitted that it was impossible to fix. All the while I had the chat person on still instructing me to do more tests. The phone support person kept trying to get me to drop chat but I made her see how ridiculous it was.
John
Alternativas consideradas:
Infusionsoft not Keap
Comentarios: Excellent, I am approaching 7 years using this software and am still happy with it.
Puntos a favor:
I use the Infusionsoft product as opposed to the Keap product. I like the flexibility and robustness of the campaign builder.
Puntos en contra:
It can be challenging to train others on the intricacies of the campaigns.
Mark
Don't Just Walk Away, RUN! Unethical, Missed all Deadlines, Forced...
Puntos a favor:
The platform seemed to have robust functionality but Infusionsoft's third party providers missed every deadline, failed to provide training, all required programming, and implementation services. Unfortunately it took seven months for us to figure out we'd been taken for a ride. We just made the decision to use our own internal IT staff to create the programming necessary to connect our new website to Infusionsoft (Our website was intentionally designed and built along side our signing with Infusionsoft CRM to insure all technologies aligned). In short, this has been an incredibly slow, frustrating, and expensive lesson.
Puntos en contra:
The Infusionsoft sales person and sales tech flat out lied about the cost required to set-up/program our CRM system. We provided 100% of our specs in writing, reviewed them between a prospective web developer, my internal IT director, and Infusionsoft. After spending 10-hours over a period of two months reviewing specs, building campaigns, etc etc we signed an agreement on the basis that they could do everything we discussed. Only after you sign an agreement do they tell you they do not train or provide programming themselves. Rather, customers are forced to repeat all the same specifications (4-hours including 4 highly paid vendors & staff = 16-man hours) again with a third party provider. Infuriating! The first third party provider (Success Engine) provided a statement of work on March 2. The end date was April 2. The statement of work communicated they were to complete a total of 10-hours of programming work. Long story short, they slow rolled the build out, missing deadline after deadline, and in June (yea June - to do 10-hours of programming?) provided us with a new quote (bait & switch) stating there was an additional 15-25 hours of programming work required to complete the build out per our specifications. Keep in mind those are the same specifications that we provided and reviewed with them in painstaking detail in February. Infuriating! After receiving the new quote in June we felt we had no choice but to push ahead because we were so far behind schedule and had invested so much time and money into the project. We gave them a deadline of July 1 and they quickly turned down the work because they said they wouldn't be able to meet the deadline. Infuriating! It ultimately took Success Engine until the middle of July to complete the original 10-hours of set-up/programming. Infuriating! So back to June when Success Engine turned down the work; we were forced to ask Infusionsoft to provide us with a new third party provider which of course required us to go over our specifications for a third time (4-hours including 4 highly paid vendors & staff = 16-man hours). The first contact with the new third party provider ThinkAutomateGrow (TrickApatheticGrievance). was mid-June. Once again we communicated our specifications to our assigned programmer and the next day that programmer had a death in the family and was gone. She passed us to another programmer. The new guy was around for about three weeks, didn't do much, then was fired by ThinkAutomateGrow. The first programmer reappeared for about two week but then reported that her son broke his arm. She didn't reply to emails or calls for the next 10-days. When she did reply she said she went on her honeymoon and the auto responder on her email must not have worked correctly. She introduced us via email and teleconference to the owner who spoke to us twice briefly by phone, and replied to a total of three emails. That brings us to last Friday, August 14, 2015. That was the absolute deadline for ThinkAutomateGrow to add us to his production calendar. He failed to respond. It is now Aug 19. The decision was made to use our own internal IT staff to create the programming necessary to connect our new website to Infusionsoft. I WOULD NEVER, EVER, EVER, DO BUSINESS WITH THESE UNETHICAL SO-CALLED BUSINESS PEOPLE.

Rachel
I used to be a huge supporter but the company has gone downhill! Problems are becoming to much!
Comentarios: Not really going to give you what some of the big CRMs offer, so don't expect that, but it does let you do the emails in HTML format for broadcast emails and track open rates, it also lets you do anything you build the campaign for with the right add-ons from other companies. You will definitely need plus this if you want to send text messages. Also be aware that the email marketing is severely limited because of the spam filters being set so high even when someone signs up for contact online.
Puntos a favor:
I really like the way campaigns operate and that you can install forms directly into the website. It is something where you get what you pay for and it shows. While they offer a way to get things done it is not always the easiest or smartest way. There are usually ways to work around issues but not direct solutions.
Puntos en contra:
What I have found is that there are real problems with integrations and each update seems to cause added glitches. The whole identifying that we have permission to respond to someone who contacts us online is a giant pain. I know that they don't want to assist spammers but they are making it harder for us to respond. Often we have to go in and send out a confirmation email to someone in order to put them into an appointment reminder campaign. Which is absolutely ridiculous. If they have an appointment we are not spamming them. The other issues are the integrations that they blame the party trying to integrate with and they offer ZERO assistance on their end. They make you go find developers instead of having people on staff who could charge per integration. It is annoying and makes integrating much harder than it should be! Also even using Zapier we have had issues with integrating, It causes multiples of contacts to be sent and then it causes the problems with making it work correctly to the point we just disconnected!

Kavindu Githsara
Well Established Online CRM Platform with Marketing Tools
Comentarios: We used keap to manage our customers database. we did email marketing, lead generation , internal forms, email templates and automate campaigns and more. I'm happy to tell you, even we can find lots of cheap CRM systems out there, Keap is the best and it's worth for money. because, everyday they are trying to give us the best experience. we got recurring updates with lots of new features. One more thing to mention. There customer support was very helpful for our staff when they onboarding. Not only for staff but for admin too. timely support is given by them. I would like to recommend Keap CRM for any business out there. go ahead without any hesitation. At first it will be hard to adopt a new system. but when it comes to Keap, They will help you to get there without any troubles.
Puntos a favor:
This system has everything that needs for a business for up and running. Even for a startup business also able to adopt this system to their workplace very easily. The best feature that i saw is Email Automation. As a admin i was able to create and schedule lots of email campaigns for our customers. it is very easy and straight forward. Campaign builder interface is very user friendly. even my non computer literacy people also can build and automate an process within few minutes. It provides lots of integration options with third party applications. Also It provides lots of tools to manage our marketing procedures.
Puntos en contra:
Nothing to complain but i would like to mention that there should be more tutorials/guides and onboarding trainings for users.
Respuesta de Keap
hace 8 meses
Hi Kavindu, Thank you so much for taking the time to leave a review! I'm glad to hear that Keap's feature set has met many of your business needs and our support team helped you integrate it seamlessly into your business.
William
Major Customer Service Problems With Infusionsoft Salespeople and Management
Comentarios: A software marketing firm referred Infusionsoft (IS) as a CRM platform provider. However, in this contact with the marketing agent, I indicated I would be on vacation for approximately 10 days to work on a critical personal project, fundraising for someone close to me to pay for her breast cancer treatment, & I made it clear that software platform vendors should refrain from contacting me during that time frame. (I later confirmed that this instruction was conveyed to IS.) However, before the end of the day (the 1st day of my vacation / fundraising project), IS was already inundating me with communications, in violation of my explicit instructions to delay contact. The bombardment of calls and e-mails continued & became so exasperating that I answered one of the phone calls and pointed out to the sales rep my "no contact for the present" instructions, and I explained why. Despite that, before the end of that day, IS was bombarding me with text messages on my cell phone. As a result I e-mailed a senior sales representative who was the author of one of the several premature and impatient e-mails, and once again re-stated my instructions that Infusionsoft NOT contact me while I was on vacation & wait until I was prepared to first research them on my own. Despite this, a couple of days later IS contacted me about a demo they scheduled for me later that day. I sent another letter to IS "Abuse" dept asking management for an apology & an explanation. No answer ever received.
Puntos a favor:
We never got to the point of purchasing the software, because of the customer service problems we encountered with Infusionsoft sales and management from the start. I had to file several complaints through Infusionsoft's web chat (2 complaints) as I searched for a name of someone in management to speak with to deal with the problems with IS. When the web chat people couldn't provide a name for someone in management to address my concerns, I had to file complaints directly with sales@Infusionsoft.com and abuse@infusionsoft./com about over-aggressive marketing tactics and their lack of attention or concern to my stated desire to delay receiving sales pitches and demos.
Puntos en contra:
I have to presume that Infusionsoft uses their own software in following up with potential sales leads. Based on my experience and frustrations in dealing with Infusionsoft sales staff / customer service / management, I have to presume that either Infusionsoft has internal problems as to human error concerning what information they input to their system, or their software platform is defective in a lack of flexibility so as to tailor the frequency and type of contact necessary to suit the instructions or requests of potential sales leads. My situation turned into kind of a "test" to see how effectively the IS software platform is in responding to the needs & instructions of their sales leads, and furthermore how IS customer service deals with problems person-to-person. I found IS to be deficient in every aspect, as I received neither an apology nor any explanation from IS as to why they could not follow instructions, whether it was a platform programming problem, or a series of human errors at customer service.