What users are saying about
40 Ratings
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221 Ratings
40 Ratings
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Score 8 out of 100

Keap

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221 Ratings
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Score 7.2 out of 100

Likelihood to Recommend

1CRM

It is well suited for a small enterprise which is looking at budget as its main constraint, as this is literally the best priced model at $12 a month. Then again it provides much more than the basic CRM functionality, this also is good for any medium enterprises looking to work on its productivity in all the intertwined departments of sales, marketing, order management, project management, and finance.
Prashant Choudhary | 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

1CRM
8.9
Keap
Customer data management / contact management
1CRM
9.0
Keap
Workflow management
1CRM
9.0
Keap
Territory management
1CRM
9.0
Keap
Opportunity management
1CRM
9.5
Keap
Integration with email client (e.g., Outlook or Gmail)
1CRM
8.5
Keap
Contract management
1CRM
8.0
Keap
Quote & order management
1CRM
9.5
Keap
Interaction tracking
1CRM
9.0
Keap
Channel / partner relationship management
1CRM
9.0
Keap

Customer Service & Support

1CRM
9.5
Keap
Case management
1CRM
10.0
Keap
Call center management
1CRM
9.5
Keap
Help desk management
1CRM
9.0
Keap

Marketing Automation

1CRM
10.0
Keap
Lead management
1CRM
10.0
Keap
Email marketing
1CRM
10.0
Keap

CRM Project Management

1CRM
9.5
Keap
Task management
1CRM
9.0
Keap
Billing and invoicing management
1CRM
9.5
Keap
Reporting
1CRM
10.0
Keap

CRM Reporting & Analytics

1CRM
9.5
Keap
Forecasting
1CRM
9.0
Keap
Pipeline visualization
1CRM
9.5
Keap
Customizable reports
1CRM
10.0
Keap

Customization

1CRM
8.6
Keap
Custom fields
1CRM
8.5
Keap
Custom objects
1CRM
8.0
Keap
Scripting environment
1CRM
9.0
Keap
API for custom integration
1CRM
9.0
Keap

Security

1CRM
9.3
Keap
Single sign-on capability
1CRM
9.0
Keap
Role-based user permissions
1CRM
9.5
Keap

Social CRM

1CRM
7.5
Keap
Social data
1CRM
7.0
Keap
Social engagement
1CRM
8.0
Keap

Integrations with 3rd-party Software

1CRM
9.5
Keap
Marketing automation
1CRM
9.0
Keap
Compensation management
1CRM
10.0
Keap

Platform

1CRM
9.0
Keap
Mobile access
1CRM
9.0
Keap

Email & Online Marketing

1CRM
Keap
7.4
WYSIWYG email editor
1CRM
Keap
7.8
Dynamic content
1CRM
Keap
6.7
Ability to test dynamic content
1CRM
Keap
5.0
Landing pages
1CRM
Keap
7.3
A/B testing
1CRM
Keap
6.5
Mobile optimization
1CRM
Keap
7.5
Email deliverability reporting
1CRM
Keap
8.5
List management
1CRM
Keap
9.2
Triggered drip sequences
1CRM
Keap
8.5

Lead Management

1CRM
Keap
7.4
Lead nurturing
1CRM
Keap
6.8
Lead scoring and grading
1CRM
Keap
7.0
Data quality management
1CRM
Keap
8.3
Automated sales alerts and tasks
1CRM
Keap
7.5

Campaign Management

1CRM
Keap
7.7
Calendaring
1CRM
Keap
8.0
Event/webinar marketing
1CRM
Keap
7.3

Social Media Marketing

1CRM
Keap
5.4
Social sharing and campaigns
1CRM
Keap
5.8
Social profile integration
1CRM
Keap
5.0

Reporting & Analytics

1CRM
Keap
6.4
Dashboards
1CRM
Keap
7.0
Standard reports
1CRM
Keap
6.8
Custom reports
1CRM
Keap
5.4

Platform & Infrastructure

1CRM
Keap
6.4
API
1CRM
Keap
7.6
Role-based workflow & approvals
1CRM
Keap
6.6
Customizability
1CRM
Keap
5.8
Integration with Salesforce.com
1CRM
Keap
6.0
Integration with Microsoft Dynamics CRM
1CRM
Keap
6.5
Integration with SugarCRM
1CRM
Keap
6.0

Pros

1CRM

  • Easy to navigate
  • Easy to store and update customer information
Rey Oneal Garcia | 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

1CRM

  • Some random logouts but way less compared to others.
  • Becomes a little cluttered as it has all products, services and order management.
Prashant Choudhary | 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

1CRM

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

1CRM

1CRM 9.0
Based on 1 answer
There are/is still room for improvement. But overall it delivers what is expected of it.
Rey Oneal Garcia | 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

1CRM

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

1CRM

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

1CRM

1CRM 10.0
Based on 1 answer
I've had some questions and difficulty especially in data reporting and lead tracking but was solved very efficiently.
Rey Oneal Garcia | 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

1CRM

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

1CRM

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

1CRM

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

1CRM

1CRM has the lowest price and is not just a CRM but a bundle of efficient tools in one package that improves the motion of the entire framework in an organization in a fluid and synchronized way. It provides a platform to improve the productivity on each and every step and the power to coalesce several departments to work in an orderly manner.
This helps any small or medium enterprises unleash the power of automation as well as overall management of projects, services and deliverables.
Prashant Choudhary | TrustRadius Reviewer

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

1CRM

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

1CRM

  • It has overall increased sales productivity.
  • Has reduced lead time for customer and made the deliveries faster and more efficient.
Prashant Choudhary | 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

1CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

1CRM Editions & Modules

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.

Rating Summary

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