GoldMine CRM (discontinued) vs. Keap

I believe GoldMine is well suited to keep track of customer contact automatically, so your customers needs are met. I also like keeping track of my emails and customer contact notes, this way I always know what they need quickly. I like to keep reminders on certain customer request or pricing for certain items. We use GoldMine in unison with Traverse for placing orders . I would love GoldMine more if they had the abilities to place orders through the app , rather than using an additional tool.

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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• Flexibility to use different views of the data very easily and establish functional views by user or department requirement.
• Ability to categorize contacts by group(s) or actually have them in separate databases.
• As much or as little automation as you wish to implement.
• We implemented Goldmine ourselves after making sure the Server Operating System was configured appropriately.

• 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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• Of course, there are always areas that could be improved, in my view the Report generation tool, hasn't really changed in the last 10 years at least, whilst other CRM products have more powerful and easy to use and customise Reporting tools, although there are plenty of Reports to choose from
• The Database schema has stood the test of time but is quite restrictive in certain areas and what you can do with it
• Integration with other system unless you are a developer is not easy as there are only one or two areas to show/bring in information

• 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

If there were a product that would mean less on-site support/maintenance with comparable or not much more cost, I would seriously consider switching. Furthermore, going to a more mobile, paper-less application process would tip the scales in the favor of a competitor. I'd also like something that integrates web forms so that data entry is more stream-lined as is response time

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.

Personally, perhaps I should give it a higher rating, but I do genuinely think it was very easy to pick up and run with, but I did have a full training session and of course was keen on using it. In my previous marketing role many years ago, I 'd tried to create an MS Access database and this has taken ages, so being introduced to the power of GoldMine really impressed. People have comments on it, but my opinion is its still fast and a great workhorse

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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For me, its always been there, no worries here about downtime or the internet being down or switched off. Having it on a laptop as well with Goldsync means I'm always able to updated my notes and then synchronise. This to me is one of the benefits of purchased on-premise software, it cant simply be turned off!.

There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.

Pretty good, Yes, there are occasions when i may think there should be an easier way to do things, but over the years, I've always found a way to get the information out that i want, sometimes just needing a bit of help from the technical team. Day to day,. it works for me very well.

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.

Their customer support is spot on! We never feel like we're being made to wait, and when we email, they respond and offer assistance very quickly. It's the same response I'd expect from an in-house IT team down the corridor. Some support teams you know you're talking to the first line support chap who probably doesn't know how to resolve your issue, and you have to wait until they give up and pass it, but GM support people seem very knowledgable

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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 was originally trained by the UK distributor and then subsequently trained my self and had access to GoldMine consultants. In the long run, this saved me a lot of time really since I knew the product on an advanced/administrator basis and able to perform day to day tasks. Some things, still needed the consultants. The trick was with the training, I knew when I was out of my depth

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.

As I said earlier, to me now with all this experience, it is ensuring that you focus on two things:- 1/ Ensure core customisations only are required until you get users started and embedded in using the system. 2/ Ensuring users get some good level of dedicated training time, internal or external, but I feel this is best done in a group rather than at your own speed. Afterall, no one really customises their MS Word or MS Excel each time, they just ignore the bits they don't need or ask if they do need them

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.

GoldMine is a better overall product based on scalability, ease of use and cost effectiveness. All of the customization in GoldMine was beyond the other applications we tested and considered. Overall we believe we made the right choice based on how quickly we saw results. Our sales staff has used this tool extensively to become more agile.

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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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GoldMine, when maintained well has always been pretty reliable and in over 10 years, I don't think we've ever lost a day or more than an hour or so when we cant use it. Occasional a 'blip' will happen and you will have to log out, the only thing to bear in mind, which I'm not good at is ensuring you keep the mailbox to less than 2000 mails in your inbound box, I hover around 1800 and need to streamline this to get rid of my junk or notifications from LinkedIn groups for example when i mean to read, but never get round to it

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.

• Our company prides itself on its responsiveness to customer requests. As a consequence of that, we need to be able to follow up consistently on issues until they are solved and goldmine helps us do that.
• Because of its ease of use and wealth of information, it allows us to react to customer queries quickly and with a familiarity that instills confidence in our customers.
• The lag on the other hand, since we have kind of choked it with too much information, slows us down. I understand we're using it for more than it was designed for, but as businesses grow and customer demands increase we need our technology to improve at the same rate.

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• 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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