Keap vs. Podio

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Keap
Score 8.1 out of 10
N/A
Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.
$199
per month
Podio
Score 7.1 out of 10
N/A
Podio is a cloud-based platform for organizing team communication, business processes, and reporting in project management workspaces; also it may be used as a light CRM platform. It enables workflow automation and integrations. It includes a free version and paid packages with additional features.
$9
per month
Pricing
KeapPodio
Editions & Modules
Pro
$199.00
per month
Max
$289.00
per month
Max Classic
Contact Us
per year
No answers on this topic
Offerings
Pricing Offerings
KeapPodio
Free Trial
YesNo
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeOptionalNo setup fee
Additional DetailsAll plans with 1 user and 500 contacts. The price is $30.00 for each additional user.A discount is available for annual pricing.
More Pricing Information
Community Pulse
KeapPodio
Considered Both Products
Keap
Chose Keap
I recommend Infusionsoft for it gives quality content for tasks and emails that needed to be done. By doing campaigns, it helps us to manage time and properly follow up to our clients without forgetting the next step. It shows activity more in the system and gives us updates …
Podio
Chose Podio
  • Ability to get apps of the market place
  • Ability to build customised apps
  • Less than 5 users free
Top Pros
Top Cons
Features
KeapPodio
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Keap
7.6
29 Ratings
42% above category average
Podio
-
Ratings
Task management8.420 Ratings00 Ratings
Billing and invoicing management7.616 Ratings00 Ratings
Reporting6.827 Ratings00 Ratings
Automated CRM activity logging6.41 Ratings00 Ratings
Sales pipeline management9.11 Ratings00 Ratings
Email & Online Marketing
Comparison of Email & Online Marketing features of Product A and Product B
Keap
7.1
150 Ratings
17% above category average
Podio
-
Ratings
WYSIWYG email editor8.750 Ratings00 Ratings
Dynamic content8.547 Ratings00 Ratings
Landing pages6.6134 Ratings00 Ratings
A/B testing6.310 Ratings00 Ratings
Mobile optimization7.1124 Ratings00 Ratings
Email deliverability reporting7.5149 Ratings00 Ratings
List management8.3147 Ratings00 Ratings
Triggered drip sequences9.049 Ratings00 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
Keap
8.0
151 Ratings
8% above category average
Podio
-
Ratings
Lead nurturing automation8.3146 Ratings00 Ratings
Lead scoring and grading7.0128 Ratings00 Ratings
Data quality management7.1129 Ratings00 Ratings
Automated sales alerts and tasks8.5138 Ratings00 Ratings
Automated follow-ups9.11 Ratings00 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
Keap
7.7
89 Ratings
20% above category average
Podio
-
Ratings
Calendaring8.488 Ratings00 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Keap
6.7
148 Ratings
3% below category average
Podio
-
Ratings
Dashboards7.155 Ratings00 Ratings
Standard reports6.3144 Ratings00 Ratings
Custom reports6.6136 Ratings00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
Keap
6.1
142 Ratings
7% below category average
Podio
-
Ratings
API6.7126 Ratings00 Ratings
Role-based workflow & approvals7.3108 Ratings00 Ratings
Customizability7.0138 Ratings00 Ratings
Third-party software integrations7.31 Ratings00 Ratings
Mobile app for sales & marketing automation5.51 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
Keap
-
Ratings
Podio
5.2
26 Ratings
36% below category average
Task Management00 Ratings3.124 Ratings
Resource Management00 Ratings8.620 Ratings
Gantt Charts00 Ratings8.48 Ratings
Scheduling00 Ratings1.121 Ratings
Workflow Automation00 Ratings1.225 Ratings
Team Collaboration00 Ratings3.126 Ratings
Support for Agile Methodology00 Ratings2.115 Ratings
Support for Waterfall Methodology00 Ratings9.411 Ratings
Document Management00 Ratings1.122 Ratings
Email integration00 Ratings8.821 Ratings
Mobile Access00 Ratings8.821 Ratings
Timesheet Tracking00 Ratings8.213 Ratings
Change request and Case Management00 Ratings8.418 Ratings
Budget and Expense Management00 Ratings1.116 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Keap
-
Ratings
Podio
6.7
13 Ratings
10% below category average
Quotes/estimates00 Ratings1.29 Ratings
Invoicing00 Ratings8.89 Ratings
Project & financial reporting00 Ratings8.09 Ratings
Integration with accounting software00 Ratings8.86 Ratings
Best Alternatives
KeapPodio
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
FunctionFox
FunctionFox
Score 8.3 out of 10
Medium-sized Companies
Nimble
Nimble
Score 7.3 out of 10
SAP Ruum
SAP Ruum
Score 9.0 out of 10
Enterprises
Agile CRM
Agile CRM
Score 7.6 out of 10
Quickbase
Quickbase
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
KeapPodio
Likelihood to Recommend
8.3
(209 ratings)
3.1
(42 ratings)
Likelihood to Renew
8.9
(40 ratings)
9.1
(17 ratings)
Usability
5.2
(25 ratings)
6.0
(2 ratings)
Availability
9.1
(6 ratings)
8.0
(4 ratings)
Performance
9.1
(6 ratings)
8.0
(2 ratings)
Support Rating
9.0
(26 ratings)
7.2
(6 ratings)
In-Person Training
9.1
(6 ratings)
-
(0 ratings)
Online Training
8.6
(7 ratings)
-
(0 ratings)
Implementation Rating
8.0
(8 ratings)
7.0
(1 ratings)
Configurability
2.0
(1 ratings)
7.0
(1 ratings)
Ease of integration
1.0
(1 ratings)
8.0
(1 ratings)
Product Scalability
9.1
(3 ratings)
10.0
(2 ratings)
Vendor post-sale
6.0
(1 ratings)
8.0
(1 ratings)
Vendor pre-sale
1.0
(1 ratings)
7.0
(1 ratings)
User Testimonials
KeapPodio
Likelihood to Recommend
Keap
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
ShareFile
[Citrix Podios's] customer support is very quick and they provide you an option to convert your
project into small tasks so that you can better assist your team and extract
maximum work out of them hence I will totally recommend its usage. I could not think that keeping track of tasks could be this much easier and smart. It is a fully customizable tool that manages my tasks efficiently and deal with them effectively.
Read full review
Pros
Keap
  • 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
ShareFile
  • Very easy for people without coding or technical skills to set up and maintain information in "Apps".
  • Platform is very easy to learn and adopt--it's intuitive.
  • Project management potential is awesome--instead of having to fit your projects into a structure that is industry specific, you can build an app that tracks what you want, in the order you want it.
  • Has a "relationship" field that allows you to relate an individual item or record to a record in another app. It effectively gives some of the functionality of a relational database.
  • Very useful for information sharing when staff members are in different regions or places.
Read full review
Cons
Keap
  • 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
ShareFile
  • More filter options for calendars.
  • Customizable views for Relation fields.
  • Full featured Podio mobile App for iPad.
  • A customizable profile status – would love to work with Podio in silent mode (logged in while working, but "not available" for requests when in heavy work mode)
Read full review
Likelihood to Renew
Keap
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
ShareFile
Podio customer service is great. The cloud and mobile service is fast (almost instant, continuous syncing). With a solid user base, and backed by Citrix, this is a serious business solution. They're also constantly working on improving and making it more powerful. I anticipate it only getting better
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Usability
Keap
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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ShareFile
It is usable, for sure. Requires a bit of thinking to be really useful.
Read full review
Reliability and Availability
Keap
There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.
Read full review
ShareFile
I have not experienced any down time
Read full review
Performance
Keap
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
ShareFile
It works all the time and if I have a question, support get back to me ASAP
Read full review
Support Rating
Keap
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
ShareFile
Podio support was always responsive and very quick to provide answers and assistance during the history of using this product, their support team has always been top notch. There have been several cases where calling podio support a feature was not available and they provided either workaround solutions or added the features straight into their roadmap.
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In-Person Training
Keap
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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ShareFile
No answers on this topic
Online Training
Keap
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
ShareFile
No answers on this topic
Implementation Rating
Keap
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.
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ShareFile
Could of got more help sooner and mapped out structure after the 1st month. Future planning
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Alternatives Considered
Keap
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
ShareFile
Compared to Salesforce: Podio is not as robust as a tool for CRM tracking. It also doesn't have the in-email capabilities that SF offers. Compared to Basecamp: Podio is somewhat similar to Basecamp but doesn't offer the same functionality with checking items off and archiving projects. Compared to Zoho Projects: Podio is vastly superior to Zoho Project's lack of flexibility (requiring a development team to build) and accessibility by all members (Zoho Projects requires a very limited number of "owners" of projects which makes it difficult if multiple owners need to assign one or more people to a project).
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Scalability
Keap
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
ShareFile
As you business grows, so does Podio. There seems to be no limit to the workspace and apps you can create on the platform
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Return on Investment
Keap
  • 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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ShareFile
  • Podio is great for task assignment and tracking. The ability to enter and assign tasks from mobile and track their completion saves me several phone calls a day.
  • Podio outdoes email as my go to place to search for information. The ability to forward emails into the system, organize by projects and contacts, and search it all saves considerable time and confusion.
  • Podio has considerable potential to reduce overall admin time spent organizing information (filing, tracking, etc) The ability to keep a single record of a given piece of information without being tied to email vs file structure works very well.
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ScreenShots

Keap Screenshots

Screenshot of a Keap invoiceScreenshot of Screenshot of the entire sales pipeline displayed in one view.