Cetec ERP vs. Keap

For our business, Cetec ERP works very well because of all the capabilities it has with traceability, restrictions, and access, and having the data live for any user to see at the same time. The way the system is set up for order processing is more strict which is better for us since it helps with accuracy and traceability. For the production side, since our company is not a manufacturing site, it can be a little overwhelming since there are a lot of fields/data that we do not use, simply because it does not apply to us. Other than that module being a little too advanced for our company, all of the features included "out of the box" are well worth the affordable price that they have for this ERP 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.

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• Training and Implementation.
• Support is great.

• 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!

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• Role Descriptions: There are default roles that Cetec ERP has already created for you. However, these roles are not detailed as to what access each role has and it makes it difficult to assign these default roles.
• Reporting: While Cetec ERP's default reports are detailed, there is only minimal customization of reports allowed out of the box. They do have an add-on available for purchase where you can freely customize reports, but our company isn't at that point to purchase this add-on as we only need a small bit of customization beyond what comes out of the box.

• 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

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.

Cetec ERP is useful and fairly intuitive, but if you have a difficult time adapting to a ever-changing user interface, it may cause slight discomfort with every major update.

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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.

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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.

Cetec ERP will answer support calls but depending on your level of service contract, it may cost you quick a bit per hour to solve the issues you have. E-mail support is always available and surprisingly responsive.

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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.

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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.

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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.

We had been a customer of Cetec on their Legacy system for 20+ years and were always satisfied with their product and support.

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.

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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.

• Accuracy: Now that we can restrict access to approved users, our accuracy of inventory has improved.
• Financial Cleanup: Importing financials that were not yet balanced from previous system caused a ripple and we now have to clean up in this new system.

• 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.

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