What users are saying about
3 Ratings
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221 Ratings
3 Ratings
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Score 9.6 out of 100

Keap

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221 Ratings
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Score 7.2 out of 100

Likelihood to Recommend

17hats

It's great if you want to set up all of your client management so that you don't have to keep manually going through every step. It's so nice for me and my clients to have all of their forms streamlined and automated.
Erika Tebbens | TrustRadius Reviewer

Keap

It's working well for us as an email marketing tool. We've streamlined our communications and keep all our various programs branding consistent. The analytics help us know what is working and what isn't for content. We have used the campaign feature some too, but not to it's full extent. Managing contacts is fairly easy using InfusionSoft.
Stacey Stearns | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.3
Keap
Customer data management / contact management
17hats
9.5
Keap
Workflow management
17hats
9.5
Keap
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Keap
Contract management
17hats
10.0
Keap
Quote & order management
17hats
10.0
Keap
Interaction tracking
17hats
8.0
Keap

Customer Service & Support

17hats
8.0
Keap
Case management
17hats
8.0
Keap

Marketing Automation

17hats
8.0
Keap
Lead management
17hats
8.0
Keap

CRM Project Management

17hats
9.5
Keap
Task management
17hats
9.0
Keap
Billing and invoicing management
17hats
10.0
Keap

Customization

17hats
9.5
Keap
Custom fields
17hats
9.0
Keap
Custom objects
17hats
10.0
Keap

Security

17hats
9.5
Keap
Single sign-on capability
17hats
10.0
Keap
Role-based user permissions
17hats
9.0
Keap

Integrations with 3rd-party Software

17hats
8.0
Keap
Marketing automation
17hats
8.0
Keap

Platform

17hats
8.0
Keap
Mobile access
17hats
8.0
Keap

Email & Online Marketing

17hats
Keap
7.4
WYSIWYG email editor
17hats
Keap
7.8
Dynamic content
17hats
Keap
6.7
Ability to test dynamic content
17hats
Keap
5.0
Landing pages
17hats
Keap
7.3
A/B testing
17hats
Keap
6.5
Mobile optimization
17hats
Keap
7.5
Email deliverability reporting
17hats
Keap
8.5
List management
17hats
Keap
9.2
Triggered drip sequences
17hats
Keap
8.5

Lead Management

17hats
Keap
7.4
Lead nurturing
17hats
Keap
6.8
Lead scoring and grading
17hats
Keap
7.0
Data quality management
17hats
Keap
8.3
Automated sales alerts and tasks
17hats
Keap
7.5

Campaign Management

17hats
Keap
7.7
Calendaring
17hats
Keap
8.0
Event/webinar marketing
17hats
Keap
7.3

Social Media Marketing

17hats
Keap
5.4
Social sharing and campaigns
17hats
Keap
5.8
Social profile integration
17hats
Keap
5.0

Reporting & Analytics

17hats
Keap
6.4
Dashboards
17hats
Keap
7.0
Standard reports
17hats
Keap
6.8
Custom reports
17hats
Keap
5.4

Platform & Infrastructure

17hats
Keap
6.4
API
17hats
Keap
7.6
Role-based workflow & approvals
17hats
Keap
6.6
Customizability
17hats
Keap
5.8
Integration with Salesforce.com
17hats
Keap
6.0
Integration with Microsoft Dynamics CRM
17hats
Keap
6.5
Integration with SugarCRM
17hats
Keap
6.0

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Keap

  • The strongest part of Keap/Infusionsoft is the CRM side for contacts and companies. The contact view is very robust, with everything from basic data points to form submissions, campaigns past and present, purchases, tags, web site profile, opportunities, and tons of customization is available with custom fields. Every business needs custom fields for segmentation, lead management, and reporting. It is very robust here.
  • The email builder is very simple and quick to use. The drag and drop functionality with built-in templates makes it a breeze to set up any kind of email from a beautiful marketing blast to a simple automated sales follow-up. Tagging from email clicks is also great for triggering other actions or notifications to reps for follow up. Emails are mobile responsive, too, without any extra coding or fiddling.
  • This has my favorite campaign builder. Simply pick a goal that triggers actions and then build our sequences with very robust if/then conditional logic. You can build campaigns as simple as an opt-in form with notification or follow-up or a 30-touch account-based marketing campaign all on the same canvas which is so swift and easy to edit.
Bailey Witt, MBA | TrustRadius Reviewer

Cons

17hats

  • Prior to this I was using only Stripe for my invoices and I loved that I could see all of my recurring client payments under "subscriptions." There might be a way to do this in 17Hats, but I'm just not sure. I like to be able to quickly see all of my current clients at a glance.
Erika Tebbens | TrustRadius Reviewer

Keap

  • The layout of the CRM - users with basic customer account access should have a cleaner easier to follow view vs administrators with robust access.
  • I would recommend tying more explainer tasks to campaign options to create better clarity over the purpose of each option to help new administrators - maybe a toggle of guided or not guided campaign creation.
Brian Del Terzo Credilife® | TrustRadius Reviewer

Likelihood to Renew

17hats

No score
No answers yet
No answers on this topic

Keap

Keap 7.5
Based on 36 answers
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.
Tyler Guthrie | TrustRadius Reviewer

Usability

17hats

17hats 9.0
Based on 1 answer
It's been really great to use with my clients, but I cannot speak to setting it up as my VA handled all of that for me. I anticipate using it for a long time.
Erika Tebbens | TrustRadius Reviewer

Keap

Keap 6.6
Based on 18 answers
I go back to the idea that it's not a tool for solo-entrepreneurs, it's a tool for larger companies or at lease those with enough annual revenue that they can pay a marketing team member to handle the email automations. This software is old and clunky, it has not kept up with it's competitors in terms of usability and visual intuitive design, so it has a steep learning curve and takes a while to learn how to use. You have to be able to pay someone for their time to learn it well. Other software is much more streamlined in terms of ease of use, ability to just intuitively know how to set up an email campaign and add the applicable triggers and tags
Kate Murray, MBA | TrustRadius Reviewer

Reliability and Availability

17hats

No score
No answers yet
No answers on this topic

Keap

Keap 8.8
Based on 9 answers
Haven't experienced any real issues with availability. Reliability is another deal.
Clifford Jones | TrustRadius Reviewer

Performance

17hats

No score
No answers yet
No answers on this topic

Keap

Keap 7.7
Based on 9 answers
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.
Clifford Jones | TrustRadius Reviewer

Support Rating

17hats

17hats 8.0
Based on 2 answers
It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
Marli Espinales | TrustRadius Reviewer

Keap

Keap 6.9
Based on 19 answers
Keap's tier 1 support is pretty well educated on what most basic users would need to know and would likely struggle with. Getting support beyond that is more difficult, and your issue likely would not be addressed until several software releases later unless it was a major breaking issues for many accounts. If you have a question Tier 1 can't help you with, you're probably better off hitting the online communities for assistance.
Nicholas Kouvatsos | TrustRadius Reviewer

In-Person Training

17hats

No score
No answers yet
No answers on this topic

Keap

Keap 8.6
Based on 5 answers
This training is taught often to the lowest common denominator so as to help as many customers of theirs as possible. We do the training and coaching and implementations for our clients. But clients who I know who have been to their training get trained well. The gap that can exist lies in you doing your part and really investing in using and building out the application.The training and education is only as good as your willingness to apply it.
Clifford Jones | TrustRadius Reviewer

Online Training

17hats

No score
No answers yet
No answers on this topic

Keap

Keap 9.5
Based on 5 answers
If you're willing to click and learn as you go, there are great resources for training including on page help and video.
Clifford Jones | TrustRadius Reviewer

Implementation Rating

17hats

No score
No answers yet
No answers on this topic

Keap

Keap 8.0
Based on 11 answers
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.
Chris LeBrun, MBA, CFRE | TrustRadius Reviewer

Alternatives Considered

17hats

No answers on this topic

Keap

Infusionsoft is night and day better than Club OS. We were told that Club OS could successfully integrate with MindBodyOnline, which was not remotely true at the time. Infusionsoft integrates seamlessly with MBO, and sends categorized emails to relevant clients. Club OS's email blasts do not have as sophisticated content options, and the tagging capabilities in Club OS are shameful. However, Infusionsoft has a limited number of users, and users cannot be organized with different permissions. Club OS does allow for these conditions, and allows for unlimited users so that salespeople of all levels can log in and follow up with clients personally. Club OS is built to schedule one-on-one touches with clients, whereas Infusionsoft is designed to reach out to clients at large.
Maddy Braswell | TrustRadius Reviewer

Scalability

17hats

No score
No answers yet
No answers on this topic

Keap

Keap 7.0
Based on 2 answers
Pricing is user and email and function based. Way too many pay walls and not native function for scaling. It's scaleable with NASA level marketing automation talent you must pay to engage. Otherwise, it gets expensive quickly for scaling to a true small business, which is what they target. Over 25 users and you're screwed. Look at the competition first, evaluate what you really need for your business and start there. Keep it simple, build your cash flow and confidence in the people you hired to make this work and then scale. Don't get sucked into the dream that this thing will help you sell your book to millions and you get famous while hanging on your boat or whatever. Building a small business is hard enough. Adding software often adds complexity in order to successfully scale.
Clifford Jones | TrustRadius Reviewer

Return on Investment

17hats

  • ROI - Saves me time on creating invoices and questionnaires.
Marli Espinales | TrustRadius Reviewer

Keap

  • We have definitely seen an uptick in business since switching to Infusion from the automatic response people get, with the detailed follow up campaigns.
  • We are able to run campaigns that we could not do previously because other programs did not really offer the ability to do what this one does (even though they said they could!)
  • We have seen a higher customer satisfaction rating overall because we are better at communicating and sending out surveys about people's experience with us!
Rachel Campbell | TrustRadius Reviewer

Screenshots

Pricing Details

17hats

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

17hats Editions & Modules

Edition
Starting Price$45.001
  1. Per Month
Additional Pricing Details

Keap

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
starting at $99*

* prerequisite for all new customers

Keap Editions & Modules

Edition
Keap Grow$641
Keap Pro$1201
Infusionsoft by Keap$1601
  1. per month
Additional Pricing Details
Pricing starts at $64. Visit our website to start a demo and learn more about our pricing and promotions at https://keap.com/pricing.

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