What users are saying about
28 Ratings
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Top Rated
360 Ratings
28 Ratings
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Score 8.8 out of 100

Keap

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Top Rated
360 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.3 out of 100

Feature Set Ratings

    CRM Project Management

    Customer.io

    Feature Set Not Supported
    N/A
    7.1

    Keap

    71%
    Keap ranks higher in 3/3 features

    Task management

    N/A
    0 Ratings
    6.9
    69%
    19 Ratings

    Billing and invoicing management

    N/A
    0 Ratings
    8.2
    82%
    15 Ratings

    Reporting

    N/A
    0 Ratings
    6.1
    61%
    26 Ratings

    Email & Online Marketing

    Customer.io

    Feature Set Not Supported
    N/A
    6.8

    Keap

    68%
    Keap ranks higher in 8/8 features

    WYSIWYG email editor

    N/A
    0 Ratings
    7.6
    76%
    49 Ratings

    Dynamic content

    N/A
    0 Ratings
    5.8
    58%
    46 Ratings

    Landing pages

    N/A
    0 Ratings
    7.2
    72%
    124 Ratings

    A/B testing

    N/A
    0 Ratings
    6.0
    60%
    9 Ratings

    Mobile optimization

    N/A
    0 Ratings
    6.9
    69%
    116 Ratings

    Email deliverability reporting

    N/A
    0 Ratings
    8.2
    82%
    187 Ratings

    List management

    N/A
    0 Ratings
    8.6
    86%
    137 Ratings

    Triggered drip sequences

    N/A
    0 Ratings
    8.6
    86%
    48 Ratings

    Lead Management

    Customer.io

    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%
    136 Ratings

    Lead scoring and grading

    N/A
    0 Ratings
    7.2
    72%
    120 Ratings

    Data quality management

    N/A
    0 Ratings
    7.1
    71%
    121 Ratings

    Automated sales alerts and tasks

    N/A
    0 Ratings
    9.1
    91%
    129 Ratings

    Campaign Management

    Customer.io

    Feature Set Not Supported
    N/A
    7.7

    Keap

    77%
    Keap ranks higher in 1/1 features

    Calendaring

    N/A
    0 Ratings
    8.4
    84%
    82 Ratings

    Reporting & Analytics

    Customer.io

    Feature Set Not Supported
    N/A
    7.4

    Keap

    74%
    Keap ranks higher in 3/3 features

    Dashboards

    N/A
    0 Ratings
    6.6
    66%
    54 Ratings

    Standard reports

    N/A
    0 Ratings
    8.1
    81%
    136 Ratings

    Custom reports

    N/A
    0 Ratings
    7.6
    76%
    126 Ratings

    Platform & Infrastructure

    Customer.io

    Feature Set Not Supported
    N/A
    6.3

    Keap

    63%
    Keap ranks higher in 3/3 features

    API

    N/A
    0 Ratings
    8.0
    80%
    117 Ratings

    Role-based workflow & approvals

    N/A
    0 Ratings
    7.5
    75%
    100 Ratings

    Customizability

    N/A
    0 Ratings
    7.3
    73%
    129 Ratings

    Attribute Ratings

    • Customer.io is rated higher in 1 area: Likelihood to Recommend

    Likelihood to Recommend

    9.9

    Customer.io

    99%
    8 Ratings
    8.3

    Keap

    83%
    199 Ratings

    Likelihood to Renew

    Customer.io

    N/A
    0 Ratings
    7.6

    Keap

    76%
    39 Ratings

    Usability

    Customer.io

    N/A
    0 Ratings
    5.8

    Keap

    58%
    24 Ratings

    Availability

    Customer.io

    N/A
    0 Ratings
    9.1

    Keap

    91%
    11 Ratings

    Performance

    Customer.io

    N/A
    0 Ratings
    9.1

    Keap

    91%
    11 Ratings

    Support Rating

    Customer.io

    N/A
    0 Ratings
    8.6

    Keap

    86%
    31 Ratings

    In-Person Training

    Customer.io

    N/A
    0 Ratings
    9.1

    Keap

    91%
    6 Ratings

    Online Training

    Customer.io

    N/A
    0 Ratings
    8.6

    Keap

    86%
    7 Ratings

    Implementation Rating

    Customer.io

    N/A
    0 Ratings
    8.0

    Keap

    80%
    16 Ratings

    Configurability

    Customer.io

    N/A
    0 Ratings
    2.0

    Keap

    20%
    1 Rating

    Ease of integration

    Customer.io

    N/A
    0 Ratings
    1.0

    Keap

    10%
    1 Rating

    Product Scalability

    Customer.io

    N/A
    0 Ratings
    8.8

    Keap

    88%
    3 Ratings

    Vendor post-sale

    Customer.io

    N/A
    0 Ratings
    6.0

    Keap

    60%
    1 Rating

    Vendor pre-sale

    Customer.io

    N/A
    0 Ratings
    1.0

    Keap

    10%
    1 Rating

    Likelihood to Recommend

    Customer.io

    This tool is well-suited for companies looking to run email marketing campaigns or send out newsletters regularly to their users/customers. The workflow setup is especially useful for companies who want to send specific emails based on user behavior - i.e. they've not logged in recently, have bought a specific product, haven't opened any emails, etc. This could also be useful for freelancers like me since you can create different workspaces within Customer.io. I have configured it this way to handle email marketing for a few of my clients, and the software keeps everything organized and separate. This might not be the best tool for small businesses, considering the price. It may be better to start out with a cheaper email marketing tool, and then if/when necessary, scale-up with a tool like Customer.io.
    Read full review

    Keap (formerly Infusionsoft)

    Keap is a good fit for any business looking to do more of what they do best. It helps you systemize your processes and deliver a consistently positive customer experience over and over. At a more detailed level, I think it's best suited for small businesses with 1-25 employees. I've seen it work for larger organizations too, but usually, they have a handful of individuals who actually log into the software. Ideally, the company would be earning 100,000 or more - that's not to say it can't benefit a smaller company or a start-up; I just find that more established companies seem more willing to invest in their marketing budget, and using Keap successfully requires an investment of time, money, or both. As far as industries go, it works well for any business that generates leads and wants to automate the follow-up with their new prospects - this could be coaching businesses, agencies, consultants, local service providers, or more formal professions like dentists and lawyers.
    Read full review

    Pros

    Customer.io

    • Managing users, attributes and events. You are easily able to modify any user, based on their ID, and add or remove attributes, assign events to them. That makes it very easy to segment later and to assign them to several campaigns based on behavior. Just a warning: this integration isn't so easy (at least it wasn't for us).
    • Creating workflows of campaigns is very easy. You can quickly create behavioral campaigns based on attributes, segments and add elements to the workflow. You can send an email, then wait, then send another, then exit the campaign if they converted, etc. The workflow is easy to configure and very powerful for automation.
    • We don't use many email templates (we make them in MJML) but it's very easy to add senders, to change templates and in general to test designs.
    • Deliverability works very well, at least for us. It sends emails pretty fast and without issues.
    • Exporting is very quick and easy. Importing wasn't a feature until recently, but it works well too.
    • Seeing activity it's also useful. In general, logs are awesome (be it of a customer, of activity on the site, email sends, etc.).
    • We don't use environments, but it might be very useful for a bigger company.
    Read full review

    Keap (formerly Infusionsoft)

    • 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

    Cons

    Customer.io

    • Push notifications are very rudimentary. Everything has to be done by hand unless you're sending an extremely simple message.
    • A bit too email centric.
    • Lacks an ability to schedule messages on a daily, weekly, etc. basis.
    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

    Customer.io

    Starting Price

    $150 per month

    Editions & Modules

    Customer.io editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      Optional

      Additional Details

      Our basic plan starts at $150 a month and includes 8,000 profiles and up to a million messages. Our premium plan, ideal for high-growth companies looking for greater control over their messaging outcomes includes an annual contract, a 90-day onboarding program, and more. Our enterprise plan, ideal for at-scale companies looking to create world-class customer experiences includes a dedicated CSM, managed infrastructure, and more.

      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

      Customer.io

      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

      Customer.io

      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

      Customer.io

      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

      Customer.io

      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

      Customer.io

      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

      Customer.io

      No answers on this topic

      Keap (formerly Infusionsoft)

      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.
      Read full review

      Online Training

      Customer.io

      No answers on this topic

      Keap (formerly Infusionsoft)

      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

      Implementation Rating

      Customer.io

      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

      Customer.io

      Customer.io was really the first pure, full-featured drip email program on the market and as far as I know, it's still the simplest and best overall for that specific function. SendGrid has also added drip campaign features, but I would seriously evaluate Customer.io against any other drip email provider because they really have all the key elements you need to make it work.
      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

      Customer.io

      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

      Customer.io

      • Fast testing for new products to specific groups. It saves a lot of time and money.
      • Removed workload from marketing = more time to make it better.
      • Better contact with specific groups, seeing a increase in sales because of this.
      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

      Screenshots

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