Is Keap CRM (Infusionsoft) Too Complex?

Is Keap (Infusionsoft) Complex or Is Your Hodge-Podge of Tools Too Complex?

(Here's an oldie but a goody.) Quite often people tell me they think...

• Keap is too complex,
• Keap is overkill,
• Keap sucks,
• it's not Infusionsoft, it's "confusionsoft,"
• they're not sure they'll get the ROI, and
• other objections that sound valid on the surface, but when you look a little deeper, the ROI is obvious.

Infusionsoft became Keap. Keap is now part of Thryv. The complaint never changed with the name.

The Tool Was Never the Problem

A prospect once admitted he was paying for Salesforce, Constant Contact, and 1ShoppingCart, and none of them synced seamlessly with the others.

So he was paying for three systems and juggling all of them. Cutting and pasting contacts. Losing contacts. Letting contacts fall through the cracks at various stages of the pipeline. Not following up appropriately because his lists weren't segmented. And a ton of other nightmare, business-killing scenarios.

He was not taking into consideration the time value of money or lost opportunity costs. (See this post on how small savings cost one entrepreneur a fortune.)

He also did not practice what I call Process Before Login.

He just signed up for some shiny objects, ended up in a jam, then started biting the hand that was trying to feed him!

That's what "Keap is too complex" usually means. Not that the software is broken. It means the owner logged in before he knew what he wanted the software to do.

Keap didn't create the mess. It just showed him the mess he already had.

A Big Tool Chest Doesn't Mean You Use Every Tool

This video shows how a big tool chest is just like Keap.

Just because you have a ton of tools doesn't mean you need to use and/or master them all immediately, if ever.

If one platform gives you a big tool chest for roughly what you'd pay to stitch three tools together, why wouldn't you get the tool chest, use what you need right now, and grow into the rest?

Start with one job. Capture the lead. Follow up. Ask for the sale. Write down how you do that by hand first, then let the software do it for you.

Keap ships updates constantly, so check current features before you decide.

Why the CRM Didn't Fix It

I've used Salesforce since 2004, Keap since 2008, and HubSpot and Ontraport since 2014. Every tool on this page works. Plenty of owners still give up on it.

The tool was never the problem. A shiny CRM with no written process is just expensive dashboardery. Write down how a stranger becomes a customer first. Then pick the software that fits that process.

Get a process before you get the software →

Market like you mean it.
Now go sell something.