I worked in Infusionsoft about 8 years ago, when away for a while and now I’m back with my client Rose. It doesn’t seem to have changed much. The CRM has been upgraded, but the affiliate /referral partners center is not as great as other options out there.
I’m at the promotional resources - uploading and usability (for partners who aren’t techie, it’s not great), customizable portals, etc.
Another example, there is no way (I asked support - very happy to be corrected) to bulk update partners with new commission programs. Editing each partner (5 clicks each) to add a program is cumbersome.
Are there any improvements planned? There may be a possibility that we look for alternatives. Or does Keap have any integrations with other affiliate management systems?
We’ve built out what we have so far because we have access along with the CRM and it was on short notice.
Before putting too much more into it, just checking for input, feedback, suggestions.