What users are saying about
9 Ratings
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245 Ratings
9 Ratings
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Score 8 out of 100

Keap

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245 Ratings
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Score 7.5 out of 100

Likelihood to Recommend

Claritysoft

Great software for keeping track of things you've done or need to do with certain customers or potential customers.
Reagan Reed | TrustRadius Reviewer

Keap

Keap is perfect for small businesses using it as an all-in-one marketing and sales platform. The updates and features added are catered toward entrepreneurs and small businesses. The features and tools available are very easy-to-use for non-marketers once you understand where everything is.For larger companies that may have multiple people on staff working on emails, it does make it harder to manage. Drafts cannot be shared between individuals and multiple people cannot be working in the same campaign (even if they're working on completely separate pieces, such as a landing page and email broadcast). There is also very little flexibility for design in the drag and drop email builder, such as only one option for font.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Claritysoft
8.6
Keap
Customer data management / contact management
Claritysoft
9.3
Keap
Workflow management
Claritysoft
9.0
Keap
Territory management
Claritysoft
8.3
Keap
Opportunity management
Claritysoft
8.8
Keap
Integration with email client (e.g., Outlook or Gmail)
Claritysoft
8.5
Keap
Quote & order management
Claritysoft
7.5
Keap
Interaction tracking
Claritysoft
9.0
Keap
Channel / partner relationship management
Claritysoft
8.3
Keap

Customer Service & Support

Claritysoft
10.0
Keap
Help desk management
Claritysoft
10.0
Keap

Marketing Automation

Claritysoft
8.8
Keap
Lead management
Claritysoft
8.8
Keap
Email marketing
Claritysoft
8.8
Keap

CRM Project Management

Claritysoft
9.2
Keap
Task management
Claritysoft
10.0
Keap
Billing and invoicing management
Claritysoft
9.0
Keap
Reporting
Claritysoft
8.5
Keap

CRM Reporting & Analytics

Claritysoft
9.3
Keap
Forecasting
Claritysoft
9.0
Keap
Pipeline visualization
Claritysoft
9.0
Keap
Customizable reports
Claritysoft
10.0
Keap

Customization

Claritysoft
8.8
Keap
Custom fields
Claritysoft
8.7
Keap
Custom objects
Claritysoft
8.3
Keap
API for custom integration
Claritysoft
9.3
Keap

Security

Claritysoft
9.0
Keap
Single sign-on capability
Claritysoft
8.5
Keap
Role-based user permissions
Claritysoft
9.5
Keap

Platform

Claritysoft
6.5
Keap
Mobile access
Claritysoft
6.5
Keap

Email & Online Marketing

Claritysoft
Keap
7.2
WYSIWYG email editor
Claritysoft
Keap
7.8
Dynamic content
Claritysoft
Keap
6.7
Ability to test dynamic content
Claritysoft
Keap
5.0
Landing pages
Claritysoft
Keap
7.4
A/B testing
Claritysoft
Keap
6.5
Mobile optimization
Claritysoft
Keap
6.5
Email deliverability reporting
Claritysoft
Keap
7.4
List management
Claritysoft
Keap
8.8
Triggered drip sequences
Claritysoft
Keap
8.5

Lead Management

Claritysoft
Keap
7.7
Lead nurturing
Claritysoft
Keap
7.9
Lead scoring and grading
Claritysoft
Keap
7.0
Data quality management
Claritysoft
Keap
7.6
Automated sales alerts and tasks
Claritysoft
Keap
8.4

Campaign Management

Claritysoft
Keap
7.6
Calendaring
Claritysoft
Keap
7.8
Event/webinar marketing
Claritysoft
Keap
7.3

Social Media Marketing

Claritysoft
Keap
5.4
Social sharing and campaigns
Claritysoft
Keap
5.7
Social profile integration
Claritysoft
Keap
5.0

Reporting & Analytics

Claritysoft
Keap
6.9
Dashboards
Claritysoft
Keap
7.0
Standard reports
Claritysoft
Keap
7.3
Custom reports
Claritysoft
Keap
6.5

Platform & Infrastructure

Claritysoft
Keap
6.6
API
Claritysoft
Keap
7.7
Role-based workflow & approvals
Claritysoft
Keap
6.9
Customizability
Claritysoft
Keap
6.5
Integration with Salesforce.com
Claritysoft
Keap
6.0
Integration with Microsoft Dynamics CRM
Claritysoft
Keap
6.5
Integration with SugarCRM
Claritysoft
Keap
6.0

Pros

Claritysoft

  • Claritysoft is a low-cost solution for smaller companies to be able to keep up with leads and customers.
  • It also is great for having one depository for quotes and opportunities you and your company are working on.
  • The marketing function seems to also work really well for sending out and tracking email campaigns.
Dwayne Tharp | TrustRadius Reviewer

Keap

  • The support is excellent! Navigating the app and figuring out how to do certain things can be like entering a rabbit hole with no idea where to go at first, but I know that the support team is always there to help me successfully do what I need and want to do. I contact support regularly.
  • I very much appreciate that a business the size of mine can use one app to do so many things such as store a contact database, allow for communication and program delivery though both broadcast emails and campaigns, set up and keep track of purchases and receive payment securely, allow program delivery or email series' through the campaigns, and set up affiliate programs. I have used and regularly use all of these features.
  • I like the dashboard feature and how it gives me a daily snapshot of my business.
  • There was a bit of a learning curve, but creating newsletters and campaigns are fairly straightforward for me now, and they always come out looking and operating professionally as the updated functionality is easy to use and relatively intuitive.
Carla Atherton | TrustRadius Reviewer

Cons

Claritysoft

  • Needs to have the ability to be able to change accounts, opportunities, leads, and contacts over to another rep without having to go into each field separately--this is extremely time-consuming.
  • Would like to see each page be able to bring up more then 100 clients at a time.
Pamela Elliott | TrustRadius Reviewer

Keap

  • Wholesale block of some valid domains - without notice, suddenly can't send emails to some long-time customers.
  • Need the ability to create custom objects.
  • Missing the ability to search drilldown fields.
  • Can't delete search reports that were created by deactivated accounts.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

Claritysoft

No score
No answers yet
No answers on this topic

Keap

Keap 7.5
Based on 37 answers
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.
Tyler Guthrie | TrustRadius Reviewer

Usability

Claritysoft

No score
No answers yet
No answers on this topic

Keap

Keap 6.6
Based on 19 answers
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.
Stacey Stearns | TrustRadius Reviewer

Reliability and Availability

Claritysoft

No score
No answers yet
No answers on this topic

Keap

Keap 8.8
Based on 9 answers
There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.
Anonymous | TrustRadius Reviewer

Performance

Claritysoft

No score
No answers yet
No answers on this topic

Keap

Keap 7.7
Based on 9 answers
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.
Clifford Jones | TrustRadius Reviewer

Support Rating

Claritysoft

No score
No answers yet
No answers on this topic

Keap

Keap 7.0
Based on 21 answers
When you first sign up for the software, they hold your hand....but only for about 2 hours. Once your support is up you are on your own. It's not easy to figure out and there isn't much documentation, video tutorials, and help for how to use it because they want you to pay them for more one-to-one time with their consultants. I dislike this business model in this day and age, it doesn't lend itself to good internet etiquette. I can't decide what is worse...the kind of support where you have to pay for everything or the kind of support that has too many overseas customer service reps where you have a language barrier to overcome when you have one simple question that folks can't seem to understand
Kate Murray, MBA | TrustRadius Reviewer

In-Person Training

Claritysoft

No score
No answers yet
No answers on this topic

Keap

Keap 8.6
Based on 5 answers
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.
Clifford Jones | TrustRadius Reviewer

Online Training

Claritysoft

No score
No answers yet
No answers on this topic

Keap

Keap 9.5
Based on 5 answers
The online training is excellent (now). When we first signed on it was almost non-existent. They have online videos and hold webinars for almost every area of the software.
Anonymous | TrustRadius Reviewer

Implementation Rating

Claritysoft

No score
No answers yet
No answers on this topic

Keap

Keap 8.0
Based on 11 answers
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.
Chris LeBrun, MBA, CFRE | TrustRadius Reviewer

Alternatives Considered

Claritysoft

Claritysoft's emails are much easier to use since Salesforce is in the middle of switching from Classic to Lightning. Also, Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. However, Claritysoft does not have as many third-party add-on options compared to Salesforce's app exchange.
Joshua Day | TrustRadius Reviewer

Keap

We've used Salesforce and Next Level Suite. Salesforce was too robust for our organization and too difficult to implement. Next Level Suite was fantastic for us when we were just getting started, but it isn't or wasn't ideal for our business as we grew to expand how we operate, generate leads, and manage our customer database.
Brian Del Terzo Credilife® | TrustRadius Reviewer

Scalability

Claritysoft

No score
No answers yet
No answers on this topic

Keap

Keap 7.0
Based on 2 answers
Pricing is user and email and function based. Way too many pay walls and not native function for scaling. It's scaleable with NASA level marketing automation talent you must pay to engage. Otherwise, it gets expensive quickly for scaling to a true small business, which is what they target. Over 25 users and you're screwed. Look at the competition first, evaluate what you really need for your business and start there. Keep it simple, build your cash flow and confidence in the people you hired to make this work and then scale. Don't get sucked into the dream that this thing will help you sell your book to millions and you get famous while hanging on your boat or whatever. Building a small business is hard enough. Adding software often adds complexity in order to successfully scale.
Clifford Jones | TrustRadius Reviewer

Return on Investment

Claritysoft

  • Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems.
  • The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application.
  • Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor.
Ryan Weller | TrustRadius Reviewer

Keap

  • As a marketing agency, it has had a great positive impact. As we have become more efficient using the tool, we benefit across all our clients.
  • Using Keap/Infusionsoft has helped all our young team members understand how marketing and sales work together with campaigns, customer data, and creating complex workflows to drive more sales.
Bailey Witt, MBA | TrustRadius Reviewer

Screenshots

Pricing Details

Claritysoft

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Claritysoft Editions & Modules

Edition
Claritysoft$39.001
  1. Per Month Per User
Additional Pricing Details

Keap

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
starting at $79*

* prerequisite for all new customers

Keap Editions & Modules

Edition
Grow$791
Pro$1491
Max$1991
  1. per month
Additional Pricing Details
Pricing starts as low as $79. Get started growing your business and learn more about our pricing and features at https://keap.com/pricing.

Rating Summary

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