ConvertKit Review: Is It Any Good for Capturing Leads?

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Are you looking for a comprehensive ConvertKit review to see how well it captures leads?

When your business is online, building and growing your email list could make the difference between success and failure.

That’s why, in today’s post, we’re going to review one of the most popular email service providers on the market: ConvertKit.

More specifically, this ConvertKit review will look at the software in terms of:

Feel free to use the table of contents above to jump around to the sections that interest you most.

Otherwise, let’s start from the top to discover if ConvertKit is the right lead generation software for your business.

ConvertKit Review: Is It Any Good for Capturing Leads?

ConvertKit is a popular marketing suite that helps you grow your online audience and sell digital products and subscriptions. It has a bundled approach, with features ranging from landing pages, to email marketing, to eCommerce and beyond.

convertkit home page

Even it has all of these features, we will be focusing on ConvertKit’s lead generation abilities for this review.

Let’s get started with today’s review:

1. Ease of Use

When we’re talking about using any lead generation software, we need to look at how easy it is to do two main things:

  • Setup
  • Design a new campaign

a) Setup Ease of Use

ConvertKit’s setup is very straightforward and only requires basic information to get started.

convertkit signup

After the standard username and password signup, the ConvertKit setup wizard runs you through three questions to better understand your business and needs.

convertkit setup wizard

Then, ConvertKit creates a dashboard based on your answers. Also, they offer a getting started checklist to help you learn the platform and get started with lead generation. Though, if you want to skip the checklist, you are free to move around the platform too.

convertkit welcome sceen

It only took a few minutes to get signed up and started with the platform. So, in terms of setup ease of use, you will definitely be satisfied.

b) Campaign Design Ease of Use

ConvertKit lets you create both landing pages and embedded forms for your website. In this CovertKit review, we will be creating a lead generation form.

convertkit campaign selection

When it comes to embedded forms, ConvertKit offers 4 different formats: inline, modal, slide in, and sticky bar.

convertkit template selection

For the inline, modal, and slide in formats, there are 9 templates to help you design your campaign. However, for the sticky bar, there is only 1 template you can use.

convertkit campaign design

Once you select the campaign design, you are taken to ConvertKit’s builder. It’s a basic builder with limited customization options. There is a Custom CSS field where you can do some customization, but only if you’re comfortable with CSS. Otherwise, you are limited to only being able to customize things like colors, fonts, and the images in your campaign.

convertkit builder

Now, there are some display customization options like success messages, display triggers, and other advanced settings. However, it’s hidden under the Settings tab at the top of the builder.

convertkit form display settings

Getting the form on your website is done through either JavaScript, HTML coding, a WordPress plugin, or Unbounce WebHooks.

All in all, it was simple to create a lead generation campaign using ConvertKit, even though options were limited.

Moving forward in our ConvertKit review, let’s explore some other functions and features.

2. Flexibility

When you’re looking to add a new tool to your marketing arsenal, you want it to work with the platforms you are already working with, as well as any you may add in the future. It can be a massive pain if you have to keep switching up marketing tools because they can’t work together. Plus, it can be a massive drain on your time, money, and patience.

That’s why it’s vital that any lead generation software is flexible and can integrate with many other marketing tools and software.

ConvertKit integrates with several popular marketing and internet service tools, including OptinMonster.

ConverKit also connects with eCommerce platforms such as:

  • WooCommerce
  • Stripe
  • Bonjoro
  • And more…

You can use ConvertKit on website platforms like:

  • WordPress
  • Wix
  • Kajabi
  • And several more…

However, several industry-leading software integrations are missing from ConvertKit. While you can connect some of them using Zapier, it’s an added step that you’ll have to worry about.

So, when it comes to flexibility, ConvertKit is a good option for lead generation but may need some added resources to integrate with all of your existing online platforms.

Now, let’s look at another essential feature for any lead generator: automation.

3. Automation

Automation is key to keeping new leads coming in and turning them into paying customers down the line. Not only does automation help you keep on top of your leads, but it frees up time for you to focus on other tasks that aren’t able to be put on autopilot.

With ConvertKit’s email features, you can create automation that will deliver emails, freebies, and other resources to people that sign up on your forms.

So, after a little bit of time and elbow grease on the front end, you can create dynamic and thorough automated campaigns for your business that speaks directly to your customers.

They are also then placed into funnels that you create, ensuring no leads are missed.

Now, ConvertKit does offer some prebuilt automation sequences that help you get on the fast track, all based on your end goals. There are 18 templates to help you do everything from running a paid newsletter to promoting and upselling products.

convertkit automation

When you use ConvertKit’s automation tools, it lets you see just where your customers are in the automation process. That way, you can identify and fix any sticking points.

All in all, automation is where ConvertKit shines. Their automations are easy to figure out and help you grow your business.

But, how do you get leads into the automations in the first place? In the next section of this ConvertKit review, let’s see how it handles lead generation.

4. Lead Generation

Well, that’s a little more of a complex answer. That’s because ConvertKit is primarily a marketing automation tool first, and a lead generation tool is just an added function.

As we talked about earlier, ConvertKit does have a lead generation builder with some limited design and targeting options.

That may work for some people, but most will need more functionality from their lead generation software. For example, they need more customization and targeting options to get their campaigns in front of the exact people.

In that case, you’ll need a tool primarily focused on helping you generate the most and best leads possible.

And that tool is OptinMonster:

OptinMonster home page

OptinMonster is, by far, the world’s best lead generation toolkit. It allows you to build professional lead generation campaigns in minutes.

Lead generation campaigns, also known as “optin campaigns,” are something you are likely familiar with, like:

  • Popups
  • Floating bars
  • Fullscreen welcome mats
  • Spin-to-win wheels
  • Slide-in scrolls boxes
  • Inline campaigns
  • And much more…

Finally, OptinMonster and ConvertKit seamlessly integrate to give you a powerful duo of tools to make the most of your lead generation efforts.

How do we know? Because we see it happen every single day.

In fact, it’s how Flywheel increased engagement by 660%.

Or how Cracku increased total conversions by 300% using OptinMonster campaigns with countdown timers.

You can get these incredible results too by clicking below and starting your 100% risk-free OptinMonster account today:

Get Started With OptinMonster Today!
BONUS: Done-For-You Campaign Setup ($297 value) Our conversion experts will design 1 free campaign for you to get maximum results – absolutely FREE! Click here to get started →

5. Pricing

We get it. For many people and businesses, pricing is one of the top things they consider when buying anything. If that’s the case for you, then ConvertKit is an option.

To help get you started, there is a free plan that gives you 300 subscribers, the use of landing pages and forms, and the ability to send email broadcasts. Paid plans that include automated funnels and other premium features start at $9/ month. That price is for up to 300 list subscribers. The price does increase based on the size of your lists.

Verdict: Is ConvertKit Right for YOU?

We’ve gone over a few benefits and drawbacks in this ConvertKit review. But is ConvertKit any good at capturing leads?

If you are looking for a basic lead generation tool with a considerable automation upside, then YES, ConvertKit is right for you.

But suppose you want to make the most out of your lead generation time and money. In that case, we suggest pairing ConvertKit with OptinMonster.

And that’s all for today! We hope you found this ConvertKit review helpful.

If you did, then you’ll definitely want to check out the following resources:

These articles will have even more valuable information to help take your lead generation efforts to the next level, expanding your emails subscriber lists and driving sales.

Want even more conversions? Get started with OptinMonster today!


Disclosure: Our content is reader-supported. This means if you click on some of our links, then we may earn a commission. We only recommend products that we believe will add value to our readers.

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