Everhour vs. Keap

It's great when you need precise billable hour tracking across multiple clients with different rates, integrated invoicing, and detailed project breakdowns. I would have liked to see regular security audits and/or a SOC report given the nature of the information that's being documented in the product. However, that may not be a huge deal depending on your organization.

Incentivized

Independently Invited by TrustRadius

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

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.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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

• Integration with project management tools, like Trello, that makes the project management easier to do because you have metrics and statistics grouped on just one site.
• Metrics of expended time per user and per project makes decisions easier You can have all the data to support changes or decisions in the company, like rentability of certain type of products offered.
• The Everhour team is always evolving, so they always ask how you feel about everything and if anything is not working as expected. You are always surprised with new improvements that you didn't think could be useful but that end up adding value to your business.

Incentivized

Invited by the Vendor

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

• 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!

Incentivized

Independently Invited by TrustRadius

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

• Schedule filtering for Teams/Groups of people
• Expenses tracking system - if it will allow to track all fixed INs and OUTs inside the project (and track invoices based not only on time tracking but generated manually) it can replace our financial tool or make it more automated

• 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.

Everhour's overall usability is definitely one of its key strengths. The UI is intuitive and clean, making time tracking feel less "technical" than other solutions we've tried. Our entire team, including less tech-savvy contractors, found it easy to use.

Incentivized

Independently Invited by TrustRadius

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 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.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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

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.

In the almost 2 1/2 years we have had to contact support 1 time and it really was for a feature request. Their support team responded quickly and told us that the feature was going to be added in the next few months. We have had no support issues ever. I have never had a time tracking solution that has had no issues until Everhour.

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.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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.

Originally, I was using Harvest and really liked its features. However, the Harvest invoicing system only pushes data into QBO, but doesn't check / sync invoice numbers or update for payment status, so it was resulting in duplicate invoice numbers and extra effort to update status in both places. So, I started looking for another solution. I tried a LOT of products. Everhour addressed the following issues I encountered from various other services:

• Bi-directional sync of invoices so records in QBO & Everhour always match (without having to load a bunch of extraneous records to either system)
• Start-stop timer
• Set budgets by project and client to easily monitor project status & profitability
• Allow all team members to track to projects they're following, even if not assigned to them
• Clean, modern interface (if I'm using it every day, it better be pretty and easy to use)
• Ability to edit time, and limit others' ability to edit their time (though we don't restrict time editing for our users)
• Doesn't require use of Projects in QBO in order to sync properly
• Doesn't try to take over invoicing or break QBO functionality

Incentivized

Invited by the Vendor

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

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.

Incentivized

Independently Invited by TrustRadius

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.

• We're more aware on the investement of hours required in a project, not just the estimated hours but the actual time invested by every member of the team
• Everhour is a good tool to adequate the pricing to the actual investement of hours needed and to bill the clients when the actual time invested exceeded the estimated time
• The members of the team (and i'm speaking for myself too) are now more aware of how much it takes to complete a task. Having this in mind help us to organise our everyday and to know when we are free to take new clients

• 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.

Incentivized

Independently Invited by TrustRadius

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