CommerceV3 vs. Keap

I believe CommerceV3 (CV3) is best suited for small to mid-level catalog companies. You would want to make sure to integrate CV3 with your back end system or you'll be doing a lot of manual entries or manipulating data for table uploads. You can easily manage the templates in CV3 with a basic knowledge of HTML and work up from there

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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• CV3 provides us a plethora of marketing tools to customize offers and campaigns to our customers. I've used BigCommerce and Shopify and neither comes close to the capability of fine tuning sales, offers, and discounts by product, category, customer and more.
• The purpose of partnering with any e-commerce platform is to provide a secure site and stable checkout process for our customers. CV3 has been amazing at keeping our site up and running through peak traffic and attempted hacks. The checkout process has been rock solid and also integrates seamlessly with PayPal. I've used Amazon Payments in the past without incident, but decided to end that option due to Amazon's policies.
• CV3's architecture on the back-end is designed to be plain and simple which provides an easy-to-use interface to streamline our work. The template driven structure to manage the front-end will become a favorite for most programmers in no time at all. In fact, I'm not a programmer, but do customization and design changes almost on a daily basis with ease. Any changes made to a template may be viewed on a staging server before pushing live. Templates, as well as other data may be downloaded any time for backups. Exports and imports of product data is simple and powerful allowing me to change massive amounts of data easily.
• Customer support is always a contentious issue with most providers, however, CV3 has by far been the best I've encountered in over 30+ years of experience with software vendors. They are very responsive and escalate the issue to the proper person without having the redundancy you experience with so many other companies. They understand the issue the first time, and tell you the truth.
• Any e-commerce business is about shipping. CV3 has the most powerful tools to control shipping. It will challenge the most creative minds on how to best merchandise products based on weight, dollar amount, global geographical location, dimensions, category, exception rules, by carrier, all the way down to the sku level which can have it's own set of rules. It gets complicated, but it works great and ties in with the promotional features as well.

• 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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• An area I'd like to see enhanced is the sku level pricing calendar. You can set specials prices to start and stop at certain dates and times, but it's fixed to certain years. You can't have your chosen items go to seasonal pricing every year at the same time, you have to change the years each year.
• There are multiple product setups: basic, parent with children, and sub-products. Each type exports on the same datasheet all intermingled and this can be tedious isolating the different types for editing and re-import.
• Vendor and Brand are data points on each item, but they are not controlled by a table. We end up with the same vendor or brand misspelled multiple times.
• There is no FTP capability (PCI issue?) and no blog site with the parent domain. These have to be handled using a separate sub-domain.
• The shipping calculator for customers should be available anywhere there is a shipping option presented during checkout.
• Faster live times. Currently, it takes about 5 to 10 minutes to see template/product changes pushed to the live cdn.

• 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.

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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.

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.

In my view, CV3 meets our needs better by allowing us a much easier way to manage the front end the way the templates are structured. BigCommerce recommended using an FTP tool to download, modify, then upload. Shopify has some very sophisticated templates, which, in my mind, required a senior level programmer or lots of outsourcing for even minor changes. Neither of the other systems come close to CV3's marketing capabilities through their promotional tool without any add-ons. Shopify, for example, is stripped down and if you want a certain feature you have to find one of their approved partners, sign-up, integrate the feature and hope it works. To purchase all the features we're currently using in CV3 you'd have quite a list (and expense) of partners. Examples would be enhanced shipping capabilities or the ability to customize a product purchase. CV3 has features specifically geared for a catalog company, like request forms and capturing key codes. Plus, built-in rewards program, wishlist, gift certificates, bulk email, and data feeds for Google Shopper, Channel Advisor and SingleFeed.

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.

• One positive impact has been the use of product reviews. This feature has helped us weed out bad products and promote good ones while allowing customers to share their experience.
• It's a fixed fee user agreement which favors increasing sales.
• The stability of the checkout process has helped conversions and lowered support.
• Having integrated inventory with our back end has helped meet customer expectations.
• The promotional capabilities of CV3 has allowed us to provide new and different offers keeping customers engaged.

• 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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