7Sheep vs. Keap

I use 7Sheep for marketing as a sales person. This works well for me as a single user. I do not think I could use the software together with my colleagues. Although we could have separated lists the access rights might not fit our use case. It has a strong marketing focus and cannot replace a full CRM system.

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.

Incentivized

• When preparing an event, 7Sheep takes care of pretty much everything you need to select, inform, and register participants, as well as prepare materials for the events, such as name badges and signature lists.
• We also use 7Sheep for reporting on communications activities.
• 7Sheep allows you to build simple or complex forms and questionnaires which we use both for events and independent surveys.
• The drag and drop HTML editor makes things look good without a lot of extra effort.

• 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!

Incentivized

• I know that they are working on a simpler way to send a test e-mail to yourself. This will streamline my activities as well and I look forward to that system change (which was suggested by a client. I have also suggested improvements which have been implemented.)
• I miss an easy unsubscribe feature (like you get in MailChimp). Overall, 7Sheep's system is more flexible (good) but that does make it more complex to split up (not so good).
• Setting up the SPF record in our DNS system was flexible and easy but for DKIM integration we had to contact the 7Sheep support. They do not check or show the necessary records in the tool. Customer service was great, though, so not a very big problem, just a bit of a nuisance.

• 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

The tool serves our needs and we like the user interface. The few times we contacted support they were super helpful and responsive. When we asked for more integrations they confirmed the integrations we need (e.g. Hipchat) for the near future.

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.

It is easy to use and if I do have a problem or question I receive an answer almost immediately.

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.

Incentivized

There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.

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.

With both chat and email support I have always had enough ways to get through to them! Their support is good, honest and most importantly supportive. They helped us set up and start using the tool when we got stuck. Moving from Mailchimp where there were some semantic lessons to learn and they took the time to help us get used to 7Sheep

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.

Incentivized

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.

Incentivized

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.

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.

I've mostly used survey monkey and google forms and doodle for small inexpensive jobs - anything more sophisticated always seemed to cost more than the actual fee I charge. 7sheep does everything they do, but it automates a lot of the processing, for a cost which is affordable and makes me more efficient - as I can use my subscription for different clients.

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.

Incentivized

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.

• With the translation support we have translated forms into Spanish for our producers and this has been a really positive benefit for them as a partner.
• I am able to monitor interest in different products very easily and so re-target particular varieties to specific regions.
• Text message campaigns mean that we can directly engage: especially for physical meetings, tasting reminders and so forth.

• 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.

Incentivized