What users are saying about
1 Ratings
220 Ratings
1 Ratings
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Score 9 out of 100
220 Ratings
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Score 7.6 out of 100

Likelihood to Recommend

Custora

I think Custora is a great fit for B2C companies that are trying to take their relationship marketing programs to the next level and outside of basic segmentation. It's a great platform to consolidate all customer, order history, and campaign history type data into one platform to obtain a 360 degree view of the customer.Additionally I would say, if an organization is resource constrained from an analytics perspective, the platform also makes great sense to invest in. It provides out of the box predictive analytics, and custom lifecycle triggers to align a retention marketing program around. Outside of the upfront work to get the platform up and running, it's very marketer friendly to utilize
Anonymous | TrustRadius Reviewer

Keap

Keap is well suited for any size company and can suit a wide variety of purposes, from basic customer management to email campaigns, to landing pages, to a variety of integrations to address even the most creative of scenarios. I can't think of any scenario that Keap is not well suited to address.
Brian Del Terzo Credilife® | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Custora
8.5
Keap
7.8
Customer data management / contact management
Custora
9.0
Keap
8.4
Workflow management
Custora
8.0
Keap
7.8
Territory management
Custora
8.0
Keap
Integration with email client (e.g., Outlook or Gmail)
Custora
9.0
Keap
7.5
Opportunity management
Custora
Keap
8.2
Quote & order management
Custora
Keap
6.9
Interaction tracking
Custora
Keap
7.9

Customization

Custora
9.0
Keap
8.3
Custom fields
Custora
9.0
Keap
8.8
Custom objects
Custora
9.0
Keap
8.6
API for custom integration
Custora
9.0
Keap
7.6

Integrations with 3rd-party Software

Custora
9.0
Keap
Marketing automation
Custora
9.0
Keap

Marketing Automation

Custora
Keap
8.3
Lead management
Custora
Keap
8.1
Email marketing
Custora
Keap
8.5

CRM Project Management

Custora
Keap
7.8
Task management
Custora
Keap
8.1
Billing and invoicing management
Custora
Keap
8.6
Reporting
Custora
Keap
6.6

CRM Reporting & Analytics

Custora
Keap
7.3
Pipeline visualization
Custora
Keap
7.3

Platform

Custora
Keap
6.9
Mobile access
Custora
Keap
6.9

Security

Custora
Keap
8.6
Role-based user permissions
Custora
Keap
8.6

Pros

Custora

  • Very clean user interface that allows a non-technical marketer to set up detailed segments for outbound marketing campaigns
  • Lifecycle triggers that are automatically programmed to set up triggered campaigns. One of the big benefits here is that they are individualized based off of a cusotmer's past purchase patterns
  • Reporting and analytics dashboards are great and allow a team that is resource constrained to quickly gauge status of customer retention
Anonymous | TrustRadius Reviewer

Keap

  • The strongest part of Keap/Infusionsoft is the CRM side for contacts and companies. The contact view is very robust, with everything from basic data points to form submissions, campaigns past and present, purchases, tags, web site profile, opportunities, and tons of customization is available with custom fields. Every business needs custom fields for segmentation, lead management, and reporting. It is very robust here.
  • The email builder is very simple and quick to use. The drag and drop functionality with built-in templates makes it a breeze to set up any kind of email from a beautiful marketing blast to a simple automated sales follow-up. Tagging from email clicks is also great for triggering other actions or notifications to reps for follow up. Emails are mobile responsive, too, without any extra coding or fiddling.
  • This has my favorite campaign builder. Simply pick a goal that triggers actions and then build our sequences with very robust if/then conditional logic. You can build campaigns as simple as an opt-in form with notification or follow-up or a 30-touch account-based marketing campaign all on the same canvas which is so swift and easy to edit.
Bailey Witt, MBA | TrustRadius Reviewer

Cons

Custora

  • Currently there are limitations with the number of personas that can be built in the instance, it would be great to have more flexibility here
  • We occasionally see issues with lists delivered to our ESP from the platform. Not a major problem, but could be an area of improvement
Anonymous | TrustRadius Reviewer

Keap

  • I would like to see Infusionsoft's functions being sold a la carte; my business utilizes the marketing and CRM features exhaustively but does not touch the sales and transaction processing features. It would be nice to pay for only what we use.
  • There is a mobile Infusionsoft application available on phones, but building marketing campaigns is not an option here. It would be nice to be able to build campaigns, even rudimentary, from a cell device.
  • I adore Infusionsoft but would love for it to be made more affordable.
Maddy Braswell | TrustRadius Reviewer

Likelihood to Renew

Custora

No score
No answers yet
No answers on this topic

Keap

Keap 1.2
Based on 34 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

Custora

No score
No answers yet
No answers on this topic

Keap

Keap 5.3
Based on 11 answers
Buyer beware. Be prepared to invest many hours if you plan to manage this application yourself. This is true of any automation solution. Can you take classes and go to University again and become a great marketing automation expert yourself? Yes, probably. But should you be investing your highest and most productive use of time building out Infusionsoft. Not likely.Which means you need to plan on finding someone you can trust and that is the plain truth. There are many qualified consultants who have sufficient sales, marketing, business, content, life and Infusionsoft experience to help you get results. But far too many people decry this as an all in one solution that is easy to use. This will never be the case even though the product development team is constantly working to make it a better product and easier to use.We don't make our own paper clips for a reason. We outsource all the time. We have to make really informed decisions on the solutions we use and then commit to learning best practices for marketing regardless of the platform.Do not expect to pay someone less than $150-$250 per hour to really make this application sing. Or pay them for training or internal services and then kick yourself.
Clifford Jones | TrustRadius Reviewer

Reliability and Availability

Custora

No score
No answers yet
No answers on this topic

Keap

Keap 8.8
Based on 5 answers
Craig Jacobson | TrustRadius Reviewer

Performance

Custora

No score
No answers yet
No answers on this topic

Keap

Keap 7.7
Based on 5 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

Custora

No score
No answers yet
No answers on this topic

Keap

Keap 2.0
Based on 8 answers
Again there is so much online support that users can find on Infusionsoft. From the corporate website and call center, to users groups located around the country, and ICCs who provide online resources, coaching and more, finding support for Infusionsoft is an easy task!
Chris LeBrun, MBA, CFRE | TrustRadius Reviewer

In-Person Training

Custora

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

Custora

No score
No answers yet
No answers on this topic

Keap

Keap 9.5
Based on 5 answers
If you're willing to click and learn as you go, there are great resources for training including on page help and video.
Clifford Jones | TrustRadius Reviewer

Implementation Rating

Custora

No score
No answers yet
No answers on this topic

Keap

Keap 8.0
Based on 8 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

Custora

Bluecore was a solid platform, but Custora is differentiated in that it provides individualized triggers for customers based on their past purchase history
Anonymous | TrustRadius Reviewer

Keap

I have compared Blue Orchid Marketing, which we left because it was not as robust. I also compared other products that were as robust but cost a LOT more than Infusionsoft! I also spoke with people using different products and this is bar far the simplest to use and to make life work faster and better with automation
Rachel Campbell | TrustRadius Reviewer

Scalability

Custora

No score
No answers yet
No answers on this topic

Keap

Keap 2.0
Based on 1 answer
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

Custora

  • Overall we have been able to increase the mix of triggered related revenue in email from 20% to 50% of total revenue after implementing Custora's lifecycle triggers
  • We've also seen one off email tests with incremental conversion rates up to 75% when utilizing Custora personas to personal communications
Anonymous | TrustRadius Reviewer

Keap

  • We have many automated marketing funnels built in Infusionsoft for various campaigns and tasks. One campaign we've built, though, is solely responsible for just under $2 million in revenue in 2017. The campaign is completely automated. There is no input required from the marketing department. E-mails are sent automatically, fulfillment lists for products and direct mail marketing pieces are sent to fulfillment houses automatically, our telemarking dialer system is loaded automatically, text messages are sent automatically, and customer are automatically removed from sequences and put into other sequences based on their actions, such as purchasing a product or requesting to be removed from the marketing list.
Nicholas Kouvatsos | TrustRadius Reviewer

Screenshots

Pricing Details

Custora

General

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

Custora Editions & Modules

Additional Pricing Details

Keap

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
$499*

* prerequisite for all new customers

Keap Editions & Modules

Edition
Infusionsoft by Keap$1991
  1. per month
Additional Pricing Details
Pricing starts at $199 and includes CRM, marketing automation, sales automation and ecommerce. Visit our website to start a demo and learn more about our pricing and promotions at https://keap.com/pricing.

Rating Summary

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