What users are saying about
13 Ratings
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Top Rated
352 Ratings
13 Ratings
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Score 6.2 out of 100

Keap

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Top Rated
352 Ratings
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Score 8.3 out of 100

Feature Set Ratings

    Sales Force Automation

    8.6

    Claritysoft

    86%

    Keap

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 8/8 features

    Customer data management / contact management

    9.3
    93%
    5 Ratings
    N/A
    0 Ratings

    Workflow management

    9.0
    90%
    4 Ratings
    N/A
    0 Ratings

    Territory management

    8.2
    82%
    4 Ratings
    N/A
    0 Ratings

    Opportunity management

    8.8
    88%
    5 Ratings
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    8.5
    85%
    5 Ratings
    N/A
    0 Ratings

    Quote & order management

    7.5
    75%
    5 Ratings
    N/A
    0 Ratings

    Interaction tracking

    9.0
    90%
    5 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    8.2
    82%
    4 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    10.0

    Claritysoft

    100%

    Keap

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 1/1 features

    Help desk management

    10.0
    100%
    3 Ratings
    N/A
    0 Ratings

    Marketing Automation

    8.8

    Claritysoft

    88%

    Keap

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 2/2 features

    Lead management

    8.8
    88%
    4 Ratings
    N/A
    0 Ratings

    Email marketing

    8.8
    88%
    4 Ratings
    N/A
    0 Ratings

    CRM Project Management

    9.2

    Claritysoft

    92%

    Keap

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 3/3 features

    Task management

    10.0
    100%
    4 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Reporting

    8.5
    85%
    5 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    9.4

    Claritysoft

    94%

    Keap

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 3/3 features

    Forecasting

    9.0
    90%
    4 Ratings
    N/A
    0 Ratings

    Pipeline visualization

    9.0
    90%
    4 Ratings
    N/A
    0 Ratings

    Customizable reports

    10.0
    100%
    4 Ratings
    N/A
    0 Ratings

    Customization

    8.8

    Claritysoft

    88%

    Keap

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 3/3 features

    Custom fields

    8.7
    87%
    5 Ratings
    N/A
    0 Ratings

    Custom objects

    8.3
    83%
    4 Ratings
    N/A
    0 Ratings

    API for custom integration

    9.4
    94%
    4 Ratings
    N/A
    0 Ratings

    Security

    9.0

    Claritysoft

    90%

    Keap

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 2/2 features

    Single sign-on capability

    8.5
    85%
    5 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    9.5
    95%
    5 Ratings
    N/A
    0 Ratings

    Platform

    6.5

    Claritysoft

    65%

    Keap

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 1/1 features

    Mobile access

    6.5
    65%
    4 Ratings
    N/A
    0 Ratings

    Email & Online Marketing

    Claritysoft

    Feature Set Not Supported
    N/A
    6.8

    Keap

    68%
    Keap ranks higher in 9/9 features

    WYSIWYG email editor

    N/A
    0 Ratings
    7.6
    76%
    49 Ratings

    Dynamic content

    N/A
    0 Ratings
    5.8
    58%
    46 Ratings

    Ability to test dynamic content

    N/A
    0 Ratings
    2.0
    20%
    14 Ratings

    Landing pages

    N/A
    0 Ratings
    7.2
    72%
    118 Ratings

    A/B testing

    N/A
    0 Ratings
    6.0
    60%
    9 Ratings

    Mobile optimization

    N/A
    0 Ratings
    6.9
    69%
    110 Ratings

    Email deliverability reporting

    N/A
    0 Ratings
    8.2
    82%
    181 Ratings

    List management

    N/A
    0 Ratings
    8.6
    86%
    132 Ratings

    Triggered drip sequences

    N/A
    0 Ratings
    8.6
    86%
    48 Ratings

    Lead Management

    Claritysoft

    Feature Set Not Supported
    N/A
    8.0

    Keap

    80%
    Keap ranks higher in 4/4 features

    Lead nurturing

    N/A
    0 Ratings
    8.6
    86%
    130 Ratings

    Lead scoring and grading

    N/A
    0 Ratings
    7.1
    71%
    114 Ratings

    Data quality management

    N/A
    0 Ratings
    7.1
    71%
    116 Ratings

    Automated sales alerts and tasks

    N/A
    0 Ratings
    9.1
    91%
    123 Ratings

    Campaign Management

    Claritysoft

    Feature Set Not Supported
    N/A
    7.7

    Keap

    77%
    Keap ranks higher in 2/2 features

    Calendaring

    N/A
    0 Ratings
    8.3
    83%
    77 Ratings

    Event/webinar marketing

    N/A
    0 Ratings
    7.0
    70%
    13 Ratings

    Social Media Marketing

    Claritysoft

    Feature Set Not Supported
    N/A
    4.4

    Keap

    44%
    Keap ranks higher in 2/2 features

    Social sharing and campaigns

    N/A
    0 Ratings
    4.9
    49%
    14 Ratings

    Social profile integration

    N/A
    0 Ratings
    4.0
    40%
    14 Ratings

    Reporting & Analytics

    Claritysoft

    Feature Set Not Supported
    N/A
    7.3

    Keap

    73%
    Keap ranks higher in 3/3 features

    Dashboards

    N/A
    0 Ratings
    6.5
    65%
    54 Ratings

    Standard reports

    N/A
    0 Ratings
    8.0
    80%
    130 Ratings

    Custom reports

    N/A
    0 Ratings
    7.5
    75%
    120 Ratings

    Platform & Infrastructure

    Claritysoft

    Feature Set Not Supported
    N/A
    6.3

    Keap

    63%
    Keap ranks higher in 6/6 features

    API

    N/A
    0 Ratings
    8.0
    80%
    111 Ratings

    Role-based workflow & approvals

    N/A
    0 Ratings
    7.5
    75%
    95 Ratings

    Customizability

    N/A
    0 Ratings
    7.3
    73%
    123 Ratings

    Integration with Salesforce.com

    N/A
    0 Ratings
    5.0
    50%
    4 Ratings

    Integration with Microsoft Dynamics CRM

    N/A
    0 Ratings
    5.0
    50%
    5 Ratings

    Integration with SugarCRM

    N/A
    0 Ratings
    5.0
    50%
    4 Ratings

    Attribute Ratings

    • Keap is rated higher in 1 area: Likelihood to Recommend

    Likelihood to Recommend

    7.3

    Claritysoft

    73%
    5 Ratings
    8.3

    Keap

    83%
    193 Ratings

    Likelihood to Renew

    Claritysoft

    N/A
    0 Ratings
    7.5

    Keap

    75%
    38 Ratings

    Usability

    Claritysoft

    N/A
    0 Ratings
    6.0

    Keap

    60%
    22 Ratings

    Availability

    Claritysoft

    N/A
    0 Ratings
    9.1

    Keap

    91%
    11 Ratings

    Performance

    Claritysoft

    N/A
    0 Ratings
    9.1

    Keap

    91%
    11 Ratings

    Support Rating

    Claritysoft

    N/A
    0 Ratings
    8.3

    Keap

    83%
    29 Ratings

    In-Person Training

    Claritysoft

    N/A
    0 Ratings
    8.6

    Keap

    86%
    5 Ratings

    Online Training

    Claritysoft

    N/A
    0 Ratings
    9.5

    Keap

    95%
    5 Ratings

    Implementation Rating

    Claritysoft

    N/A
    0 Ratings
    8.0

    Keap

    80%
    16 Ratings

    Configurability

    Claritysoft

    N/A
    0 Ratings
    2.0

    Keap

    20%
    1 Rating

    Ease of integration

    Claritysoft

    N/A
    0 Ratings
    1.0

    Keap

    10%
    1 Rating

    Product Scalability

    Claritysoft

    N/A
    0 Ratings
    8.6

    Keap

    86%
    3 Ratings

    Vendor post-sale

    Claritysoft

    N/A
    0 Ratings
    6.0

    Keap

    60%
    1 Rating

    Vendor pre-sale

    Claritysoft

    N/A
    0 Ratings
    1.0

    Keap

    10%
    1 Rating

    Likelihood to Recommend

    Claritysoft

    Great software for keeping track of things you've done or need to do with certain customers or potential customers.
    Read full review

    Keap (formerly Infusionsoft)

    I've worked with many CRMs, and Keap is by far my favorite. Its unique Campaign Builder provides an easy visual for your automation and helps you know what questions to ask to Support if needed. It's a great price point for small businesses and nonprofits, and they are constantly updating their offerings without extra charge. It might not be the perfect fit for nonprofits that rely on donations (you'll need an integrated software to do that well) or organizations that are solely membership-based, as we've had to design our own workarounds for these.
    Read full review

    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.
    Read full review

    Keap (formerly Infusionsoft)

    • Campaign Builder - as I’m a visual person, the ability to map out and build automation on not only sales and marketing funnels, but internal processes as well. This has been a game-changer to setup automation and we continue to reap the rewards years later.
    • CRM - using it as a CRM has allowed me to have a single source of truth for my leads and customers to collect info on, add notes, track and trigger automation savings hours every week, and help prevent leads from falling through the cracks.
    • Innovation - they were one of the first in the market and are still innovating to make the product better.
    Read full review

    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.
    Read full review

    Keap (formerly Infusionsoft)

    • 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

    Pricing Details

    Claritysoft

    Starting Price

    $39 per month

    Editions & Modules

    Claritysoft editions and modules pricing
    EditionModules
    Claritysoft$39.001

    Footnotes

    1. Per Month Per User

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    Optional

    Additional Details

    Keap

    Starting Price

    $129 per month

    Editions & Modules

    Keap editions and modules pricing
    EditionModules
    Pro$129.001
    Max$199.002

    Footnotes

    1. per month
    2. per month

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    All plans awith 1 user and 500 contacts. The price is $30.00 for each additional user.

    Likelihood to Renew

    Claritysoft

    No answers on this topic

    Keap (formerly Infusionsoft)

    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

    Claritysoft

    No answers on this topic

    Keap (formerly Infusionsoft)

    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

    Claritysoft

    No answers on this topic

    Keap (formerly Infusionsoft)

    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

    Claritysoft

    No answers on this topic

    Keap (formerly Infusionsoft)

    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

    Claritysoft

    No answers on this topic

    Keap (formerly Infusionsoft)

    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

    Claritysoft

    No answers on this topic

    Keap (formerly Infusionsoft)

    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.
    Read full review

    Online Training

    Claritysoft

    No answers on this topic

    Keap (formerly Infusionsoft)

    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.
    Read full review

    Implementation Rating

    Claritysoft

    No answers on this topic

    Keap (formerly Infusionsoft)

    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

    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.
    Read full review

    Keap (formerly Infusionsoft)

    Keap, compared to Mailchimp, AWeber, and SendFox, is a complete solution. The latter 3 are primarily for email and don't have the same flexibility by themselves for a campaign or email automation. Keap, compared to Typeform, is similar, but Typeform does form building better. There are more options for customization in Typeform.
    Read full review

    Scalability

    Claritysoft

    No answers on this topic

    Keap (formerly Infusionsoft)

    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

    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.
    Read full review

    Keap (formerly Infusionsoft)

    • I recently created a FB ads funnel with Keap that brought a 2.29 ROI. That's right - with some simple automation, I was able to more than double my money. #happyentrepreneur
    • Keap's automation has made my business SUSTAINABLE. So if I'm on vacation, or out sick, or just busy with a new project, Keap insures that I'm staying on top of everything.
    • Keap has allowed me to sell and deliver programs priced from 99 cents to $10k, fill 100+ person events, launch books, fill a retreat in Belize, deliver a podcast, create a thriving membership site and generate enough profit that I don't have to do anything else to support myself and my family.
    Read full review

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