Likelihood to Recommend Small businesses with even smaller marketing budgets and no email marketing experience would be better off selecting a lower-end email marketing provider. However, Adestra will provide a growing company with every email marketing tool along the way.
Read full review 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 Pros Adestra's "dynamic" list allows users to consolidate multiple lists in combination with data filters and exclusion lists. This implements segmentation and is a powerful marketing tool. Adestra's MessageFocus API integration provides developer-tools for list, campaign or transactional automated requirements. Campaigns can be sorted into project folders. This allows marketers to group campaigns together for management or reporting requirements. Moving or copying campaigns from one project to another is a simple process. Data downloads via Reporting is available at every level, from overview to individual KPI. Creating "core" tables helps marketers develop lists with similar attributes. Whether a list has many fields or simply the one required email address field, a "core" table helps to quickly map data labels from spreadsheet to online database. Creating data labels on the fly is a simple process, as well. The "core" table also groups similar contacts into one core database. Any list can be quickly "emptied" for to manage refreshed data. The contacts within the "emptied" list would still be members of the "core" table and so the process does not negatively impact reporting. Unsubscribes can be managed in one list (as a default) or individual lists. Creating individual unsubscribe lists -- dependent on business requirements -- would allow for a preference center, whereby recipients could be given a choice as to which campaigns they receive. The Form tool creates signup forms, simple surveys and landing pages. These can be hosted via Adestra or otherwise on the web. The tool provides for branding and proprietary cascading stylesheets, with a number of actions available through a drag-and-drop interface. Read full review 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 Cons As of this writing, there are at least 3 different editors available (a drag-and-drop, a WYSIWYG and HTML). However, only a small template library is available if requested through support. Those expecting to find ready-built templates for re-branding would find them through the third-party EDM Designer drag-and-drop editor. Read full review 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 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 Usability I have been self-trained on different ESPs for over 10 years, so my experience isn't comparable to most users. However, I've trained people on various email marketing platforms, and with some training, clients have a positive user-experience with Adestra.
Read full review 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 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 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 Support Rating I have had campaign related issues solved very quickly. When there are technical issues, that involve more than one departmental, it may involve a longer turn-around and management.
Read full review 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 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 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 Alternatives Considered For medium and large sized businesses, Adestra competes well with
dotMailer . While many of the functions are available through either provider, creating campaigns, managing lists and reviewing metrics are somewhat different. As of this writing,
dotMailer 's drag-and-drop editor dominates that platform and performs well for low-end users with little-to-no HTML experience. Even high-end users will appreciate how quickly campaigns can be built via the drag-and-drop editor. While Adestra utilizes the EDM Designer drag-and-drop, the third-party functionality is not completely cohesive and lack of a template library gives
dotMailer a bit of an advantage.
Read full review 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 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 Return on Investment For companies that focus on goals and analytics, Adestra provides all the necessary tools. Read full review 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 ScreenShots