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
Pricing
Clinic HQ
Keap
Editions & Modules
Basic
$199
per month
Pro
$199.00
per month
Max
$289.00
per month
Max Classic
Contact Us
per year
Offerings
Pricing Offerings
Clinic HQ
Keap
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Optional
Additional Details
—
All plans with 1 user and 500 contacts. The price is $30.00 for each additional user.
In our experience, the integrated credit card processor breaks far too often which halts our ability as a business to schedule appointments (because they require a deposit) and accept client payments for services. Other functionality “breaks” or outages happen far too often for us to consider ClinicHQ reliable software.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
In our experience, some basic functionality requires multiple steps to complete. Would like to see more efficiencies in the core functionality.
ClincHQ provides minimal support to clients. During our service period with ClinicHQ, there were only two employees available to all clients for support. There was no implementation management and support tickets lacked meaningful information and was usually not resolved to our satisfaction. We got most of our support/help with issues from other users in a Facebook group. Clinic HQ stated recently that they have nearly 500 clients. Hiring more employees to provide quality support to clients would be a plus.
Customer Service - Clinic HQ is privately owned. The owner is involved with support and is unprofessional, rude, and openly insulting to clients. In my experience, questions and feedback are taken as personal attacks and the owner attacks back. This has no place in business and is something we could not waste our time on since we have such a busy clinic. The messaging from the owner seems to be take it or leave it. I’ve never worked with a software company that operates this way. Listening to client feedback without taking offense and working with clients as partners would be a much better approach.
ClinicHQ has a dated user interface and could be upgraded to include more efficiencies in the core functionality. However, it is privately owned and it appears unlikely that they can do a major product overhaul/upgrade due to lack of funds.
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.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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 selected Clinic HQ as a brand new clinic because to us on paper they had everything we needed to run the business. In actuality, some of the software functionality did not work as advertised, and they lack quality support and support staff. They also seems to be loose with their software development methodology or lack it completely.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
The monthly fee is $199 but, in our experience, the costs for the labor/time to resolve issues ourselves or work with support added about $200-$400 more in admin costs per month.
When there was a credit card processor outage, functionality in ClinicHQ was impacted so our clients could not schedule appointments because a deposit was required resulting in lost clients and lost revenue, appointment reminder emails and notifications could not be sent so we had a 10-20% no show rate on those days resulting in lost income, and clients could not pay online prior to check-out and instead had to wait in long lines for a staff member to manually key in their credit card data resulting in a very poor and frustrating client experience.
In our experience, the poor technical support and customer service was stressful and time consuming for our staff. Clinic HQ seems to value their time and costs over their clients’ time and costs. Because software is key to our high volume business and daily operations, we could not continue working with this software provider. Having only 3 U.S. employees to support U.S. clients, having outages of key functionality, and having no funding for major upgrades and new functionality were big drawbacks for us.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
