Aptean Intuitive ERP vs. Keap vs. Intuit Mailchimp

Intuitive ERP is particularly well suited to be used for small to mid-sized manufacturers. It has enough complexity to handle most any business process yet is simple enough to not be cumbersome. It is probably not appropriate for a very large organization or enterprise, or to non-manufacturing related businesses

Incentivized

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

It allows you to reach out to our customer base and discuss updates, sales, education, and much more. I am grateful to have reached out to them and to have gained brand loyalty in the process. It helps us truly connect, not just sell. I can segment my audiences and decide who I want to send communications to.

Incentivized

• Easily allows adding fields to the database. The data manager reads all fields, so just adding a field automatically brings it over.
• Optionally purchasing a tool called "Form Wizard" allows non-programmers to add new fields to a form and move around existing fields freeing up the developer to work on other things.
• They have a wrapper for the DevXpress grid which allows individual users to add and remove columns pertinent to their specific job.

Incentivized

• 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

• Mailchimp allows you to manage your mailing list really well. You can subscribe people, unsubscribe people manage the mailing list directly into segments, and what not.
• Mailchimp has features where you can create campaigns based on your mailing lists and send out newsletters to your subscribers based on a multitude of parameters that you can setup. Such as send email daily, weekly, monthly and they also have event based mails that you can send out.
• Mailchimp also has a feature where you can design your emails. The look and aesthetics are very important when sending emails to your subscribers and all those needs are addressed here.

Incentivized

• Lack of consolidations between systems
• No APIs yet

Incentivized

• 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 pricing tiers do scale quickly so if you have a free newsletter it may get expensive
• The pricing is based on total emails so if you have users who you only email rarely it might not make sense to use Intuit Mailchimp
• Customer support can be a bit lacking at times and their docs aren't always the best

We have a lot invested in this from user education to customizations. It would be hard to justify the cost for changing.

Incentivized

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.

We love the product. One thing we haven't mentioned yet is the human element. Recently, MailChimp re-structured their plans/pricing based on the feedback they had received. They listened to a pain their users were experiencing, then strategized a solution, and implemented it fairly. The updated pricing strategy was intended to save subscribers money, and they did a great job of communicating it to their users. I would be surprised if anyone reacted negatively to the change.

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

It's very easy to use - I could quickly explain how to use Mailchimp to someone not in marketing and feel confident they'd be able to use basic skills to figure it out. Plus, we use it beyond just email marketing now for subscriber welcomes, forms, and nurture sequences.

Incentivized

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

I have, in the 4+ years that I've used Mailchimp, never seen an issue that restricted the use of their software/tools. I don't know of a single time when they're system crashed or went down. I could be wrong, but I honestly haven't experienced any issues with outages, errors or unplanned downtime

Incentivized

I haven't had any performance issues with Infusionsoft. Every time I use the software everything seems to run quickly and smoothly.

Incentivized

I haven't noticed any slow speeds from Mailchimp or their tools. I think the landing pages load quickly and look nice. The email reports and editing operates smoothly and doesn't take time to load. Additionally, when I use Mailchimp in conjunction with Zapier + Hubspot I don't notice any drag between any of these tools

Incentivized

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

Any time we needed their help or support they responded promptly, friendly, and straightforwardly. It's a great feature to have multi-language support as we are a diverse team, and anyone can reach out to receive help. We've always solved our inquires

Incentivized

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.

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.

If you do this by yourself it will likely take you 6-9 months to get it entirely set up, unless you have a full-time dedicated person handling it. I recommend hiring a prof service company to implement it for you. They should be able to do it all in 90 days or less.

I am little satisfied with the MailChimp implementation process, since although it has been a bit complicated and we have had various complications that tried to affect our performance, with a little general effort, we take full advantage and currently It is out main marketing and advertising campaign platform.

Incentivized

We select Aptean 19 years ago, most of the other SMB packages back then no longer exist. While we have discussed whether to consider other ERP systems here an there over the years we have always come back to the fact that our existing ERP system is well established and easy enough to maintain, and is cost effective

Incentivized

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

I used Intuit Mailchimp, and I would say other software I used is equally good and competes with Intuit Mailchimp. Well, Intuit Mailchimp's reporting is better, and ActiveCampaign has more affordable pricing, so in the end, it all comes to what you need. What we needed was available in cheaper price in other software as well. But I would definitely say Intuit Mailchimp has its own advantages too.

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.

Mailchimp over the years I've used it has grown in leaps and bounds. They have added so many additional features than were previously available. They are truly an all-in-one marketing platform now. If you're a small operation and just want to add email to your marketing efforts, they're there for you. If you're a larger operation and want to start sending postcard advertisements, they can do that. If you'd good with that and want to kick up your marketing by going social, you can do that on their platform. They are truly able to be as small as you need, but also get quite large in whatever it is you'd like to do through their system.

Incentivized

• Runs well without a ton of support
• One server license required for site, can run several businesses
• Concurrent licensing keeps costs down for global business

Incentivized

• 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

• One of my retail web store clients was sending out email specials and notices about once a month. After clicking the send button, we would watch Google Analytics and the current site users would light up immediately. Often, the current site visitors would pop up to 20, 30 or more after the email was sent. On a normal day, seeing 1 or 2 online users would be OK.
• Pretty much in all cases, we could see an uptick in positive activity after sending out a Intuit Mailchimp email to a list.

Incentivized