Infusionsoft vs Chime CRM

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Our analysts compared Infusionsoft vs Chime CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Infusionsoft Software Tool
Chime CRM Software Tool

Product Basics

Infusionsoft was rebranded as Keap in 2019. Learn more about Keap.

It's a comprehensive software platform designed to help small businesses save time and grow revenue. Rated as a top sales product for SMBs in 2019, this vendor brings automation and organization to sales and marketing activities.

The available toolkit allows small businesses to gain extensive control over their efforts to help form personal, lasting connections with their customers. This product is suitable for individual business owners or small teams looking to scale and handle an increasing task load. The implementation includes a required kickstart package (available in three different price tiers) that helps users get set up with the program and positions them for success.
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Chime CRM is an all-in-one suite designed to serve small, mid-sized and large real estate companies. It offers a wide range of capabilities, including lead generation, relationship cultivation, lead closure, process automation, reporting, improved organization and more.

It helps engage and satisfy customers with optimized marketing, responsive CRM and an IDX website. Different customizable packages are available to choose from — Breakthrough, Essential and Domination.
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$159 Monthly
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Tailored to your specific needs
$449/User, Monthly
Get a free price quote
Tailored to your specific needs
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Mobile
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Product Assistance

Documentation
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Live Online
Videos
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Videos
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Email
Phone
Chat
FAQ
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Free Up More Time: Infusionsoft simplifies and streamlines time-consuming tasks such as following up after a lead enters the pipeline or staying in touch to reduce churn. 
  • Monitor Your Business's Health: Reports help you stay on top of key metrics. Marketing reports share campaign performance, conversions and other data, while admin reports capture the big picture. With over 20 included reports for orders and billing, you can track income, spot unpaid invoices, determine customer lifetime value and more. Sales reports bring together key points from a set of data, including projected revenue, sales rep performance, revenue by criteria and other sources. 
  • Capture More Leads: You can embed web forms in a number of places to increase visibility and win more leads. Forms are easy to configure using the WYSIWYG editor, which allows you to change elements such as the layout, fields and the follow-up "Thank You" page. 
  • Send Targeted Messages: Ensure leads and customers only receive relevant content by creating different lists based on a range of factors. Because Infusionsoft also captures and stores personal details, you can automatically personalize emails (e.g., using a contact’s first name). 
  • Customize the Customer Experience: Unlimited landing pages and custom domains let you sell targeted offers. Configure the links, checkout pages and email campaigns for each segment of your audience. 
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  • Leverage Intelligent Advertising: Devise the best possible campaign strategy using data and insights from AI-assisted advertising. Calculate keywords, high-frequency bidding, creative variations, targeting and more. 
  • Optimize Lead Generation and Capturing: Know customers better via a lead capture engine that gathers optimized information through intensive testing. Eliminate guesswork using AI-enabled tools and identify and attract potential leads through intent targeting. 
  • Respond Instantly: Save time, focus on hot leads, enhance lead quality and manage bulk leads using automated tags. An AI-powered assistant ensures automatic, instant and customizable responses to inquiries from new leads. 
  • Make Smart Transactions: Create automated workflows using smart action plans. Organize and upload files smoothly through digital tools. Track transaction details with a live-updating module and get visibility into aggregated earnings. 
  • Data Insights: Real-time access to key metrics like GCI, revenue, sales data and closing data enables users to make data-driven business decisions. 
  • Enable Effective Teamwork: Strengthen teamwork and improve client relationships by customizing agent roles. Assign leads to agents, lenders and assistants based on price, location, source and type using lead routing and follow up through Blast Alert or Next Up. Agents can claim leads and boost productivity via Lead Pond, which helps share and distribute leads. 
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  • Customer Relationship Management: Infusionsoft’s CRM platform acts as the central hub for sales and marketing efforts. From it, you can segment lists, automate lead data entry, sync client emails from your other accounts to the correct contact record and identify the best opportunities with lead scoring tools. 
  • Marketing Automation: Build efficient processes using a variety of marketing automation settings. Campaign sequences are easy to create using the drag-and-drop interface, and you can set up workflows by defining triggers based on user actions. A/B testing is also supported. 
  • Sales Pipeline: The software allows sales reps and managers to nurture leads through the pipeline. The Infusionsoft by Keap app facilitates the creation and management of custom quotes, which customers can accept with a single click. 
  • Online Sales: Using this feature, you can generate unique landing pages. The interface is drag-and-drop, and templates make the process quick and easy. Add elements like text and images, as well as define which products to include. The system is also equipped to process online payments and will send automatic follow-ups to customers based on the sequence you choose. 
  • Integrations: Infusionsoft plugs into a host of third-party apps that extend your capability. E-Commerce integrations include Magento, WooCommerce and Shopify. You can also connect the platform to Zendesk, QuickBooks, Xero, Zapier, Vimeo, WordPress and a host of other tools. 
  • Payment Collection: Simplify the process of collecting payments on time. The system allows you to set up automated reminders and shows which customers have paid and which have outstanding balances. The connected platform removes the need to juggle multiple tools. Infusionsoft offers a flat rate for every transaction. 
  • Analytics: Take the pulse of your business with the analytics dashboard. It tracks a number of KPIs such as email conversions, quarterly sales and number of contacts. This provides insight into every aspect of your marketing and sales efforts, along with informing decisions. 
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  • AI Assistant: Increase lead response rate with automatic and instant responses. 
    •  Follow up with the right campaigns and workflows using Smart Plans and send automated property recommendations with Auto Property Alerts. 
    •  Reply to new leads in real time via customized script responses. 
    •  Send notifications to agents when leads are hot or require immediate attention. 
    •  Use automated tags to bulk manage leads. 
  • Operational Intelligence: Make informed decisions by measuring website traffic in a live timeline. Determine the best match for buyers with listings and streamline dialogues through communication analysis. 
  • Reporting and Forecasting: Determine business goals and track progress by closings, volume, revenue and GCI. Generate performance reports to monitor team productivity and provide helpful feedback. Track progress through updated business reports for real-time analytics. 
  • Listing Management: Add and edit property listings, and match them according to the buyer that best fits the profile. View MLS listings, including those that aren’t on the market yet. 
  • Automated Nurturing: Find the best lead matches according to search criteria, set up automatic property alerts based on customer behavior and encourage prompt actions leveraging instant market analysis and ongoing trends. 
  • Communication Management: Communicate with customers effectively using individual and mass texting and manage conversations in the system. Integrates with Gmail, iCloud, Exchange and Yahoo, and offers auto-email capabilities. Use its click-to-call feature to schedule follow-ups, leave voice messages, call clients and make conversation notes. 
  • Smart Plans: Engage short and long-term leads based on closing dates, holidays and birthdays. Streamline internal transactions and sales processes using automated action plans. Build a toolset quickly using a content library. 
  • Power Dialer: Approach leads using smart scripts, set automated text or voice messages for unanswered calls, and transfer calls to available agents. Create custom call lists or automatically generate them leveraging pipeline status and profile information. 
  • Mobile App: Contact prospects using automatic dialing and stay connected through real-time chat and instant notifications. Sort, filter and engage leads on the go. 
  • Integrations: Integrates with Realtor, Zillow, Homes, Redfin, Trulia, RE/MAX, Flipt, Bold Leads and more to ensure easy migration. Supports popular apps, such as Gmail, MailChimp, BombBomb, Google Calendar, Microsoft Exchange and Zapier, and transaction tools like Brokermint and Dotloop. 
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Product Ranking

#3

among all
CRM Software

#217

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 2245 reviews
Great User Sentiment 135 reviews
82%
of users recommend this product

Infusionsoft has a 'great' User Satisfaction Rating of 82% when considering 2245 user reviews from 5 recognized software review sites.

84%
of users recommend this product

Chime CRM has a 'great' User Satisfaction Rating of 84% when considering 135 user reviews from 2 recognized software review sites.

5.0 (20)
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4.1 (930)
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4.21 (67)
4.1 (1061)
4.2 (68)
4.3 (15)
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3.8 (219)
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Synopsis of User Ratings and Reviews

Process Automation: Every user who mentions this feature notes the system has vast automation scope including automating customer acquisition and marketing processes.
Campaign Builder: It offers a robust, flexible and feature-rich campaign builder with excellent controls, as observed by 85% of reviewers who reference campaign management.
Email Marketing: According to almost 90% of reviewers who mention email marketing, Infusionsoft by Keap has a responsive, user-friendly interface that aids segmentation, sends mass emails and offers templates.
Contact Management: 85% of users who reference managing client databases feel it’s possible to manage databases efficiently with the ability to create, organize and configure contact lists.
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Smart Calling Features: Users appreciate the platform's ability to automatically log calls, record conversations, and send follow-up text messages, which streamlines communication and saves time.
AI Assistant: The AI assistant is a valuable tool for lead generation and qualification, providing insights and automating tasks to help users prioritize leads effectively.
Social Media Integration: Chime's integration with social media platforms allows users to manage interactions and engage with potential clients directly within the CRM, enhancing social media marketing efforts.
Website & Lead Form Integration: The platform seamlessly integrates with websites and lead forms, automatically capturing leads and their information, which simplifies lead management and ensures no opportunities are missed.
Team Collaboration Tools: Chime facilitates team collaboration through features like shared task lists, calendars, and communication channels, promoting efficient teamwork and project management.
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Learning Curve: The system is confusing to learn, requires a lot of training and has some features that are hard to find, as noted by more than 80% of customers who refer to training.
Price: The cost of the software is on the higher side, according to 90% of reviewers who mention pricing.
Custom Fields: It’s difficult to search fields and the platform doesn’t support more than 100 fields, according to every user who mentions custom fields and tools.
Document Storage: It doesn’t store documents or client information internally or in the cloud, as indicated by each customer who mentions storage.
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Limited Customization: Users have expressed frustration with the inability to tailor certain features to their specific workflows, such as customizing pipeline stages or adding custom fields to contact records.
Reporting Limitations: Generating custom reports or accessing granular data for in-depth analysis can be challenging, limiting users' ability to gain comprehensive insights into their sales performance and customer behavior.
Integrations: While Chime offers some integrations with popular business tools, users have noted that the range of available integrations is not as extensive as some other CRM platforms, potentially hindering seamless data flow between different systems.
Mobile App Functionality: The mobile app's functionality has been a point of contention for some users, with reports of limited features and occasional performance issues compared to the desktop version.
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Infusionsoft by Keap is a comprehensive CRM platform that helps SMBs automate processes, connect with prospects and customers, and increase ROI. As many reviews noted, the price is on the high end for a small business, and it has some features that work best for enterprises. It also has a learning curve and limitations with storage and custom fields. However, it provides robust email marketing and campaign management tools, and its wide range of automations can save users a lot of time. There are mixed reviews about customer service, as some find it satisfactory while others believe it’s inadequate. Overall, the product can be a good choice for companies with a large enough budget.

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Let's dive into the world of Chime CRM and see what users have been saying about it over the past year.  Chime CRM seems to be a bit of a mixed bag, with users highlighting both its strengths and weaknesses.  One of its biggest strengths is its all-in-one nature, bringing together a bunch of different tools like a CRM, marketing automation, and even a dialer, which can be a real time-saver for busy folks.  Users also give it props for its ease of use, especially for those who might not be tech-savvy.  However, there are some downsides too.  Some users find the interface a bit clunky and outdated, and the customer support can be hit or miss.  Plus, the pricing can get a little steep, especially as you add more users or features. Now, let's see how Chime CRM stacks up against the competition.  Compared to other CRMs like Salesforce or HubSpot, Chime is often seen as the more affordable option, especially for smaller teams or solopreneurs.  It's also praised for its focus on real estate, with features like IDX website integration and lead generation tools that are tailor-made for realtors.  However, it might not be as feature-rich or customizable as some of the bigger players in the CRM game.  So, who is Chime CRM best suited for?  Well, it seems like it's a good fit for real estate professionals who want an all-in-one solution that's easy to use and won't break the bank.  But if you need a highly customizable CRM with all the bells and whistles, you might want to look elsewhere.  Keep in mind that user experiences can vary, so it's always a good idea to check out the latest reviews and maybe even try a free trial before making a decision.  The CRM landscape is constantly evolving, so staying up-to-date is key!

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