Kartra vs Infusionsoft (by Keap)

You are looking for an All-In-One software to run your online business. This venture has left you trying to decide whether you should be using Kartra or Infusionsoft.

Do you go with the more popular Infusionsoft that has been around longer?

Or do you go with the newer software Kartra?

Well, both are great choices.

You just have to think about your business and then look at the features each software offers.

Then decide which software is right for your business.

In this comparison of Kartra vs Infusionsoft, we will explore the key features of each and provide you with our final verdict.

Then you can use this information to help make your final decision.

*** Affiliate Disclaimer: I earn commission (get paid) if you click on the links and purchase a product below. My earnings do not impact the price you pay.***

Quick Recommendation

If you are in a hurry, my quick recommendation is that both software are great and full of features.

Infusionsoft is more popular and has been around longer. For the cost, you can only have 500 contacts/leads. If you have more leads than that, it will increase your monthly costs. If cost is no issue, then this could be the right software for you.

I would recommend Kartra because it offers a lot of value at an affordable price. You can have up to 2,500 leads in the Starter Plan for under $100 a month. And you have the ability to create membership sites. This software offers a lot at any budget.

About Kartra

About Kartra

A complete Kartra review is up first inside our Kartra vs Infusionsoft comparison. Kartra gives you a complete all-in-one marketing suite that helps you market your online business without paying a marketing team. 

All you need is a strong Internet connection and you’re good to begin working with this cloud-based platform. 

Kartra is a good fit if you’d like a one-stop software solution to replace all the various landing page, email service provider or site builder platforms currently in use with your business. 

Or, you might simply be tired of spending all that time working on software set-ups at the expense of investing time bringing in more leads and sales. 

Either way, you should feel comfortable giving the first contestant inside our Kartra vs Infusionsoft comparison strong consideration as its features are revealed below. 

Kartra Pages (The Page Builder)

Hundreds of professionally-designed templates come with this easy-to-use drag & drop page builder. An added advantage is that each template is mobile responsive right out of the box. 

In all, you’ll discover a wide selection of over 500 pages that Kartra’s team has designed and placed inside the builder. Take a little time previewing a few templates and then choose the first one to begin customizing for your specific business needs. 

Resizing images or customizing elements such as headlines, sub-headlines or video placement is simple inside the Kartra page builder. 

You’re going to discover that design skills aren’t needed as you work inside Kartra Pages. Drag an element where you’d like to test it and either keep it or reverse course for a different look to your page’s design. 

It’s important to understand that everything connects well inside the Kartra environment. Need a membership page or opt-in landing page created and integrated into your system? Not a problem. It all fits together and looks great on:

  • Desktops
  • Laptops
  • Mobile phones
  • Tablets

Kartra Campaigns & Funnels

Building your sales funnel is quite simple. The interface is intuitive and makes it easy to fit everything into your sales sequence. 

Opt-in landing pages connect into your email automation system. Thank you pages allow you to sell straight into an initial offer. Sales pages provide areas for upsells and downsells. 

One of the best features in this section of Kartra is the “if, then” capability. You have the option to set up rules that tell the sales funnel sequence to send customized messaging based on the specific actions of your subscribers or customers. 

It all connects to Kartra Mail and ensures that your audience isn’t sent the same basic broadcasts or welcome emails that make the process feel detached. Instead, your audience will feel fully connected to you because the “if, then” feature provides a more customized experience. 

The tagging feature lets you define the profiles for each new subscriber based on how they entered the sales funnel. Tag them based on which lead magnet they requested or which page they visited while on your website. 

The more you use the automation features of “if, then” or tags, the more your subscribers are grouped into laser-focused subgroups for powerful followup sales messaging. 

Kartra Checkouts

Setting up your credit card or PayPal payment options is simple so that you can sell your products. Kartra’s checkout features help you create any price point or allow for one-time, recurring or installment payments. 

The product pages look modern and attractive. Use the one-click purchase feature to make it easy for customers to buy. 

If a customer comes back for a repeat purchase, Kartra remembers their data and streamlines these additional purchases. 

Kartra Leads

New monthly subscribers are the lifeblood of your business. Kartra provides you everything you need to attract leads. 

Not only does the page builder provide opt-in landing pages that convert, but you get all the analytics needed to understand your prospects better. 

Kartra Leads provides analytical data to help understand how leads landed on your website, how they leave the site, links they clicked on, where they opted-in, etc. 

Kartra Membership Sites

It’s easy to set up your training content using the Kartra Membership drag & drop area. It allows you to:

  • Organize and share content
  • Create training courses
  • Include a private community area
  • Add a helpful Table of Contents

Kartra Forms

Use attractive forms to capture leads on your landing pages or website. There are dozens of templates and custom fields available. You can use:

  • Custom text inputs
  • Drop-down menus
  • Different types of buttons
  • Custom calls-to-action
  • Email marketing automation sequences

Let’s now turn our attention to Infusionsoft as we continue our Kartra vs Infusionsoft comparison.

About Infusionsoft

About Infusionsoft by Keap

Infusionsoft was founded by Clate Mask and two brothers, Scott and Eric Martineau, in Mesa, AZ in 2001.

Like Kartra, Infusionsoft is an all-in-one marketing software solution. It allows you to do the following business activities:

  • E-commerce
  • Email marketing
  • Customer relationship management (CRM)
  • Marketing automation

It’s helpful to your business when a prospect can stay within the same system, go through your sales funnel process and eventually be converted into a customer. 

Let’s discuss the main features to consider about Infusionsoft. 

The Dashboard

The dashboard you’ll find inside your Infusionsoft account is quite robust. You have the ability to create saved reports and searches and then display them in ways that you like best. 

The only thing you might not enjoy about the dashboard is that everything is based on numbers, rather than visual reports. This can sometimes make it difficult to see helpful visual representations, such as which way your numbers are trending. 

CRM (Customer Relationship Management)

Using a CRM correctly results in staying more organized and showing up for your leads and customers at exactly the right time for their needs. 

The Infusionsoft CRM is one that tracks and manages all communication between prospects and customers, as well as their activities within your marketing funnel. 

The benefit to this is that your audience receives personalized messages that make them feel as though you know their unique needs. This is especially true if you have a sales team contacting leads and customers via the phone or zoom. 

Tags

The tagging feature is where much of Infusionsoft’s power resides. Tags allow you to go granular and segment your audience database. 

Infusionsoft provides for an easy way to automatically apply and remove tags from contacts as they seamlessly run through your sales funnel. Here are some of the tags you might use most often inside Infusionsoft:

  • Prospect
  • Customer
  • Past Client
  • Referral partner

Lead Scoring

This is a feature that helps you see at a glance whether contacts are cold, warm or hot prospects for your sales offerings. 

This is another feature that becomes most useful if you happen to have a sales team in place. It lets salespeople determine which prospects are best to contact at any given time. It requires a bit of setup to get this feature working, but is well worth doing. 

It’s also possible to involve your marketing automation into the lead scoring game. Certain campaigns can get triggered based when a contact hits a certain score. 

Marketing Automation (Campaign Builder)

Speaking of marketing automation, Infusionsoft is a winner in this area. Setup automated processes for sending emails and/or text messages based on specific actions each prospect or customer takes as they navigate through the sales process. 

You’ll use the marketing campaign builder, which is one of the features that many people think of when they talk about Infusionsoft. 

The campaign builder is a visual flowchart used to create all your marketing automation campaigns. You can set up goals to take leads and customers through. 

For instance, you might have a goal to get a visitor to fill out an opt-in form on your website. This triggers your welcome series of emails that could encourage a tripwire purchase. 

Once a tripwire purchase is made, that action triggers a set of emails for those customers that are different from the email communication going out to prospects who haven’t purchased yet. 

Here are some of the triggers you can use to create your automations:

  • Form submitted
  • Product bought
  • Email gets opened
  • Email link gets clicked
  • A tag is applied
  • A certain lead score is attained 

You can set Infusionsoft to then automate certain tasks after these triggers are met, such as:

  • Apply a tag
  • Send an email
  • Notate a task
  • Integrate with 3rd party tools (send thank you cards, text messages, etc)

To be completely transparent, there are plenty of software options that offer marketing automation on the market today. However, Infusionsoft was one of the first companies to bring this type of automation sophistication to small businesses and online marketers. 

E-Commerce Functionality 

Infusionsoft’s built-in shopping cart isn’t as robust as dedicated carts like Shopify or WooCommerce (which by the way, you can integrate with Infusionsoft). However, its order forms work quite well. 

Using the order form functionality allows you to accept payments directly on the page without linking out to a cart. This is a process that works best when you need to sell products like:

  • Memberships
  • Event registrations
  • Courses
  • Coaching programs
  • Tripwires

It’s easy to set up subscriptions inside Infusionsoft and offer weekly, monthly or even annual payment options. 

Take the time to connect your e-commerce order forms to your campaign builder marketing automation process and provide customers of any product a more unique followup process. 

Final Verdict

The bottom line is you must determine which software is right for your business. Both software come packed with features.

Infusionsoft is more widely known, but it comes at a premium price. If you are looking to cut expenses, Kartra is a great choice at a reasonable price.

Infusionsoft costs increase when you go over 500 contacts/leads. This is something to consider because Kartra’s Starter Plan allows up to 2,500 leads.

At the end of the day, you must decide which software is the best option for your business.