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SmartFirm.io VS Infusionsoft by Keap

Compare SmartFirm.io VS Infusionsoft by Keap and see what are their differences

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SmartFirm.io logo SmartFirm.io

SmartFirm helps accountants get more clients with AI-powered marketing automation, lead generation, CRM, and review tools—done for you, not DIY.

Infusionsoft by Keap logo Infusionsoft by Keap

Learn more about Infusionsoft by Keap.
Not present

SmartFirm is a done-for-you marketing and automation platform built specifically for accountants, bookkeepers, and tax professionals. We help firms attract better-fit clients, respond faster, and grow without hiring more staff. Our all-in-one system includes tools like AI voice response, text and email automation, review generation, lead tracking, and local SEO. It is designed to save time, boost visibility, and turn more inquiries into paying clients. With SmartFirm, you can automate your front office and scale your business with less stress and more confidence.

  • Infusionsoft by Keap Landing page
    Landing page //
    2023-10-07

SmartFirm.io

Website
smartfirm.io
Pricing URL
Official SmartFirm.io Pricing
$ Details
paid Free Trial $499.0 / Monthly
Release Date
2024 January
Startup details
Country
United States
State
Oregon
City
Eugene
Founder(s)
Catherine Steele
Employees
1 - 9
Edit details

Infusionsoft by Keap

Website
keap.com
Pricing URL
-
$ Details
-
Release Date
-
Edit details

SmartFirm.io features and specs

  • AI Voice Response & Automated Follow-up (Text / Email)
    Instantly respond to new inquiries with AI-powered calls, texts, and emails. No more missed leads, every prospect gets a fast, personalized reply.
  • CRM with Lead Tracking & Contact Management
    Track every inquiry from first contact to paying client. Organize leads, manage client info, and keep your pipeline moving with a built-in CRM.
  • Review Generation & Reputation Management
    Automate requests for Google reviews, monitor feedback, and strengthen your firm’s online reputation without extra effort.
  • Local SEO Tools & Citation Management
    Boost visibility for accountants and tax pros in local search results with SEO automation, citation listings, and keyword optimization.
  • Automated Appointment Funnels & Scheduling
    Simplify booking with automated funnels that capture leads and convert them into scheduled appointments directly on your calendar.

Infusionsoft by Keap features and specs

  • Comprehensive Functionality
    Infusionsoft by Keap offers a wide range of marketing and sales tools, including CRM, email marketing, and e-commerce, making it a one-stop solution for small businesses.
  • Automation Capabilities
    The platform provides strong automation capabilities, allowing users to streamline repetitive tasks and improve efficiency in managing customer relationships.
  • Customization
    With Infusionsoft by Keap, you can customize workflows, manage data fields, and adapt the platform to meet specific business needs.
  • Integration
    The software supports integration with various third-party applications, ensuring seamless operation and data consistency across different platforms.
  • Robust Support and Resources
    Keap offers substantial support and educational resources, including tutorials and customer support, to help users maximize the platform's potential.

Possible disadvantages of Infusionsoft by Keap

  • Complexity
    The comprehensive nature of Infusionsoft can lead to a steep learning curve, particularly for users who are not tech-savvy or new to CRM solutions.
  • Cost
    Infusionsoft by Keap is priced higher compared to some of its competitors, which might be a drawback for small businesses with limited budgets.
  • User Interface
    Some users report that the user interface can be cluttered or unintuitive, leading to challenges in navigation and usability.
  • Limited Standard Features
    Certain features and functionalities, such as advanced reporting, might not be as robust out of the box and may require additional add-ons or custom development.
  • Performance Issues
    Some users have experienced performance issues, such as slow loading times, which can impact productivity and user experience.

Category Popularity

0-100% (relative to SmartFirm.io and Infusionsoft by Keap)

SmartFirm.io

Infusionsoft by Keap

CRM
32 32%
CRM
68% 68
Marketing Automation
32 32%
Marketing Automation
68% 68
Lead Generation
100 100%
Lead Generation
0% 0
Email Marketing
0 0%
Email Marketing
100% 100

Questions and Answers

As answered by people managing SmartFirm.io and Infusionsoft by Keap.

What makes your product unique?

SmartFirm.io's answer

SmartFirm.io is the only done-for-you marketing automation platform built specifically for accountants, bookkeepers, and tax professionals. Unlike generic CRMs or marketing tools, it combines AI automation, lead generation, local SEO, and review management into one platform, while our team handles setup and execution.

Why should a person choose your product over its competitors?

SmartFirm.io's answer

Competitors like HubSpot or Zoho require firms to DIY complex systems. SmartFirm.io eliminates that burden with a fully managed service tailored for accounting firms. We save time, reduce stress, and deliver measurable growth without the learning curve of traditional marketing platforms.

How would you describe your primary audience?

SmartFirm.io's answer

Our primary audience is small to mid-sized accounting firms, CPAs, bookkeepers, and tax advisors who want to grow their practices, attract more clients, and streamline client communications without hiring additional staff.

What's the story behind your product?

SmartFirm.io's answer

SmartFirm.io was founded in 2024 after recognizing that most accountants struggled with marketing and client acquisition. While excellent at financial services, many lacked the time or expertise for lead generation and digital marketing. SmartFirm.io was created to solve this problem by automating front-office marketing tasks, using AI-driven tools, and offering a fully managed service so professionals can focus on serving clients.

Which are the primary technologies used for building your product?

SmartFirm.io's answer

AWS (hosting and infrastructure)

Go High Level white-label CRM (backend foundation)

Twilio (SMS, voice, call automation)

SendGrid (email delivery)

Google APIs (Maps, Reviews, Calendar)

Stripe & PayPal (payment processing)

OpenAI APIs (AI-driven automation)

Who are some of the biggest customers of your product?

SmartFirm.io's answer

Regional CPA firms in Oregon

Independent bookkeeping practices in California

Multi-partner tax advisory firms in Texas

Boutique accounting firms serving small businesses

Solo CPAs scaling with automation support

User comments

Share your experience with using SmartFirm.io and Infusionsoft by Keap. For example, how are they different and which one is better?
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What are some alternatives?

When comparing SmartFirm.io and Infusionsoft by Keap, you can also consider the following products

HubSpot CRM - Free CRM software for small businesses.

ActiveCampaign - Integrated email marketing, marketing automation, and small business CRM. Send beautiful newsletters, setup behavioral based automations, and benefit from sales automation.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

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