Likelihood to Recommend Keap is very good at contact management and automation creation but weaker at email campaign creation. I was particularly interested in a function where when manually entering a new contact, you are then able to email that contact using a premade HTML template. It will currently not do this. There is a workaround, but it is unnecessarily ponderous.
Read full review Prior to monday.com, we were using
Trello as our team task management tool. What monday.com has allowed us to do is to easily create sub levels to tasks, create multiple stages for each task and to easily assign people to different tasks in a way that is visually appealing and easy to understand.
Read full review Pros Pricing: Keap Max Classic (formerly Infusionsoft) is affordable for nonprofits and small businesses and includes all the automation features we need! Customer Support: Our onboarding and success coaches have been so helpful, taking into account some unique processes we have and finding solutions. Updates: Keap is constantly providing more and better solutions! Read full review Automation/integrations - Choosing from template automation or creating your own, integrate across platforms. Dashboards - Different views i.e. kanban, gantt chart, tables, forms. All info in one place - Add all of the necessary files for each task inside of Monday; don't need to go looking for ages in different folders on our internal system, add comments, and add assignees to each task—very content-rich way of presenting information. Read full review Cons More articles and videos on how to use the various functions of Keap Having representatives designated to certain regions or companies for a point of contact when help is needed More options when building the emails. While the click and drop options can be a plus, they can also be negative because you are limited to image and text sizing and positions Read full review Ensuring I have set up a Private board vs public board is not clear - it would be useful to have an additional alert when creating a board as I work with sensitive information. It will eventually be used in a team based environment but while I test the boards, they needs to be private. Time tracking is clumsy, could be easier to record Read full review Likelihood to Renew We have invested a lot into Infusionsoft and are using it to automate our processes and marketing. Changing CRMs would have a HUGE cost for us and based on our evaluations, the grass isn't greener elsewhere. Infusiosoft fits most of our needs and is slowly getting better each year. Their support is great and we will continue to use them until something much better comes around or our company outgrows a small business CRM.
Read full review Teams involved in content creation, such as marketing or editorial teams, could use monday.com to manage the entire content lifecycle. Boards might track content ideas, assignments, drafts, reviews, approvals, and publication schedules, helping teams collaborate and keep content production on track.
Read full review Usability You do need to spend some time on-boarding and implementing the software in order to have full functionality. We were lucky - we had colleagues at the university with experience with Keap and then hired an intern familiar with the software to get us set up and ready to use it. We've had some functionality issues with it along the way and that has frustrated myself and the other uses in our department.
Read full review On the surface, monday.com looks easy to use - it is indeed easier to use than almost all competing products. (There is one exception where they are on par.) But, I've come across so many organisations that start well with monday.com and then struggle because of the disorganised mess that is created. You have to have clear frameworks *before* you adopt monday.com as the ones that come out of the box are too simplistic for the average organisation. Otherwise, you need a system owner internally who can guide and help the organisation with monday.com adoption. At our organisation we have both.
Read full review Reliability and Availability There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.
Read full review There have only been 2 instances in the past year where monday.com was down.
Read full review Performance OMG, it's all in one and that compromises everything, fundamentally. If you want a race car, invest in a race car. If you want a dune buggy, get that. If you want a boat that floats, go for it.
Read full review Everything performs fairly well. Every now and then there are user errors where an employee will not click "ok" on a note they've created and simply exit out (I do wish that something was in place to prevent this, such as a pop "are you finished?")
Read full review Support Rating Generally, very responsive support for even our more complicated issues. We do have some open issues that we need resolutions on and that I understand are complicated and will take longer to resolve but the open issues are significantly impacting to our business.
Read full review I used this capability last week for the first time and scheduled a call. Michael was so helpful. He listened to what I was wanting to accomplish and got back to me within a few hours with a screen recording of different options. I had one question on one of the options and when I replied, I got a new person that wanted to set up a call. I declined because that would be like starting all the way over with what I'm wanting and what he presented to me. I think if we have follow-up questions, we should be able to ask them to the same person we just worked with.
Read full review In-Person Training I have been to a number of in-person training sessions over the years with Keap and all of them have been FANTASTIC. They really put a lot of time and effort into these sessions. Staff and facilitators go out of their way to ensure that participants are getting what they need.
Read full review Online Training The results of training online are often based on how people learn. The training was great but with feature updates, you just have to get in there sometimes and do it! The training definitely lays a firm enough foundation for you to be successful even if its can't be updated with every feature update.
Read full review To have someone walk you thru the features and capabilities of Monday.com is priceless. Someone also coming along later in the contract to see if you are maximizing the program to suit your company needs is beyond helpful. The staff that have provided this training are fun, creative and very patient.
Read full review Implementation Rating Don't let the fear of implementing a new software solution keep you from unleashing the power of automation that Infusionsoft provides. With the right implementation partner, the process can not only be smooth and painless, it can actually help you get a better understanding for how your current communication process can be improved upon.
Read full review We signed up for the accounts. Created the accounts. Ran the trial version and tested it live while we were running multiple projects and found that it was fitting our needs perfectly. When the trial ended and we were asked to purchase the full version, we did. We have found other ways to use it and it's a breeze.
Joseph Madere Learning Management System Analyst -- CornerstoneOnDemand
Read full review Alternatives Considered Keap is fast. The learning curve is shorter and they have an academy for learning with videos quite extensive that explain a lot of different scenarios, specially when you need to customize scenarios of automations and segments. Is cheaper if you consider that this services CRM + Mailing don´t come often in one package and the realiability to send mails is quite good.
Read full review Airtable served us well for data management. However, our senior management told us Project Managers we would no longer be using
Airtable . monday.com serves us well with project management AND light-weight database usage. Workfront served we Project Managers very well. However, Workfront was never going to be accepted by our non-Project Managers for managing their projects. monday.com's ease of use and colorful UI build adoption among our non-PMs
Read full review Scalability You get a lot of features included, but you don't need to use them all at once to start seeing an effect. When you are ready to use them, they are there. It also scales without costing too much money.
Read full review For it to work across multiple departments and sites, I would like to see improvements made with integrations and automation. For this question, I am acknowledging not only the addition of internal triggers/automation, but also an expansion on external ones.
Read full review Return on Investment Automation has allowed us to be more engaged and invested in our customers by reminding us about birthdays and other important events in their lives so that we can celebrate with them. We lacked the manpower to sell and distribute orders online before setting up the payments and automation features. We now collect $5k+ a week in lost sales through online ordering. List cleaning functionality and engagment settings have allowed us to run a 40-50% email open rate that allows us to create an engaged community around local events and opportunities as well as sales and special offerings. Read full review My favourite example? We used it to take a failed start-up, one where the prime investor was considering pulling out - to being a listed business (EURONEXT) within 18 months. That business now has a market cap at around $200m. Turnaround of a struggling health tech venture that was buried under endless spreadsheets by its investors - from loss-making to £2M EBITDA in two -years. Offshoring - Through the adoption of Monday as a key workstream management tool (moving off JIRA) we were able to reduce resource costs by over £2m per annum, without any change in efficiency or quality. Read full review ScreenShots