Keap vs. Referrizer Referral Marketing Automation

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Keap
Score 8.1 out of 10
N/A
Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.
$199
per month
Referrizer Referral Marketing Automation
Score 8.0 out of 10
Small Businesses (1-50 employees)
The Referrizer Referral Marketing Automation platform helps businesses owners generate new customers and retain their current customers. The vendor says that its platform is the only one that automates the three ways to generate referrals - Direct Referrals, Indirect Referrals, and Partners and Affiliates. Additionally, the vendor says the features are designed to compliment each other and amplify the platform’s efficiency and end results for the business owner.
$129
per account
Pricing
KeapReferrizer Referral Marketing Automation
Editions & Modules
Pro
$199.00
per month
Max
$289.00
per month
Max Classic
Contact Us
per year
Generate
$129
per account
Boost
$179
per account
Dominate
$249
per account
Offerings
Pricing Offerings
KeapReferrizer Referral Marketing Automation
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeOptional$200 per account
Additional DetailsAll plans with 1 user and 500 contacts. The price is $30.00 for each additional user.Free version available for VIP Customers. Ask us for more information.
More Pricing Information
Community Pulse
KeapReferrizer Referral Marketing Automation
Top Pros
Top Cons
Features
KeapReferrizer Referral Marketing Automation
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Keap
7.6
29 Ratings
42% above category average
Referrizer Referral Marketing Automation
-
Ratings
Task management8.420 Ratings00 Ratings
Billing and invoicing management7.616 Ratings00 Ratings
Reporting6.827 Ratings00 Ratings
Automated CRM activity logging6.41 Ratings00 Ratings
Sales pipeline management9.11 Ratings00 Ratings
Email & Online Marketing
Comparison of Email & Online Marketing features of Product A and Product B
Keap
7.1
150 Ratings
17% above category average
Referrizer Referral Marketing Automation
-
Ratings
WYSIWYG email editor8.750 Ratings00 Ratings
Dynamic content8.547 Ratings00 Ratings
Landing pages6.6134 Ratings00 Ratings
A/B testing6.310 Ratings00 Ratings
Mobile optimization7.1124 Ratings00 Ratings
Email deliverability reporting7.5149 Ratings00 Ratings
List management8.3147 Ratings00 Ratings
Triggered drip sequences9.049 Ratings00 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
Keap
8.0
151 Ratings
8% above category average
Referrizer Referral Marketing Automation
-
Ratings
Lead nurturing automation8.3146 Ratings00 Ratings
Lead scoring and grading7.0128 Ratings00 Ratings
Data quality management7.1129 Ratings00 Ratings
Automated sales alerts and tasks8.5138 Ratings00 Ratings
Automated follow-ups9.11 Ratings00 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
Keap
7.7
89 Ratings
20% above category average
Referrizer Referral Marketing Automation
-
Ratings
Calendaring8.488 Ratings00 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Keap
6.7
148 Ratings
3% below category average
Referrizer Referral Marketing Automation
-
Ratings
Dashboards7.155 Ratings00 Ratings
Standard reports6.3144 Ratings00 Ratings
Custom reports6.6136 Ratings00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
Keap
6.1
142 Ratings
7% below category average
Referrizer Referral Marketing Automation
-
Ratings
API6.7126 Ratings00 Ratings
Role-based workflow & approvals7.3108 Ratings00 Ratings
Customizability7.0138 Ratings00 Ratings
Third-party software integrations7.31 Ratings00 Ratings
Mobile app for sales & marketing automation5.51 Ratings00 Ratings
Best Alternatives
KeapReferrizer Referral Marketing Automation
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
OutboundEngine
OutboundEngine
Score 8.2 out of 10
Medium-sized Companies
Nimble
Nimble
Score 7.3 out of 10
OutboundEngine
OutboundEngine
Score 8.2 out of 10
Enterprises
Agile CRM
Agile CRM
Score 7.6 out of 10
Influitive
Influitive
Score 9.0 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
KeapReferrizer Referral Marketing Automation
Likelihood to Recommend
8.3
(209 ratings)
8.0
(1 ratings)
Likelihood to Renew
8.9
(40 ratings)
-
(0 ratings)
Usability
5.2
(25 ratings)
-
(0 ratings)
Availability
9.1
(6 ratings)
-
(0 ratings)
Performance
9.1
(6 ratings)
-
(0 ratings)
Support Rating
9.0
(26 ratings)
-
(0 ratings)
In-Person Training
9.1
(6 ratings)
-
(0 ratings)
Online Training
8.6
(7 ratings)
-
(0 ratings)
Implementation Rating
8.0
(8 ratings)
-
(0 ratings)
Configurability
2.0
(1 ratings)
-
(0 ratings)
Ease of integration
1.0
(1 ratings)
-
(0 ratings)
Product Scalability
9.1
(3 ratings)
-
(0 ratings)
Vendor post-sale
6.0
(1 ratings)
-
(0 ratings)
Vendor pre-sale
1.0
(1 ratings)
-
(0 ratings)
User Testimonials
KeapReferrizer Referral Marketing Automation
Likelihood to Recommend
Keap
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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Referrizer LLC
If you have offers and specials that you would like to run regularly or loyalty programs then this is an excellent tool for that. It works really well for repeat clients and for brick-and-mortar locations. It also works well if you need to communicate via text on a regular basis.
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Pros
Keap
  • 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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Referrizer LLC
  • The smart line helps capture client information.
  • The texting option is very helpful in interacting with clients.
  • The newsletter options is easy to use and helps us communicate efficiently.
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Cons
Keap
  • 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
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Referrizer LLC
  • There could be some improvement with how quickly the text messages are sent.
  • There could also be some improvement with the way clients are segmented.
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Likelihood to Renew
Keap
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.
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Referrizer LLC
No answers on this topic
Usability
Keap
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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Referrizer LLC
No answers on this topic
Reliability and Availability
Keap
There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.
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Referrizer LLC
No answers on this topic
Performance
Keap
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.
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Referrizer LLC
No answers on this topic
Support Rating
Keap
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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Referrizer LLC
No answers on this topic
In-Person Training
Keap
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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Referrizer LLC
No answers on this topic
Online Training
Keap
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.
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Referrizer LLC
No answers on this topic
Implementation Rating
Keap
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.
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Referrizer LLC
No answers on this topic
Alternatives Considered
Keap
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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Referrizer LLC
Referizzer had more features like texting and Referizzer's newsletter tool is easier to use and didn't have the bugs that Constant Contact has. Constant Contact did not offer the loyalty option or coupon offers that link to the website. I also like the review options where we can ask for and filter company reviews.
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Scalability
Keap
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.
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Referrizer LLC
No answers on this topic
Return on Investment
Keap
  • 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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Referrizer LLC
  • I had more return clients since using Referizzer, which is significant.
  • Referrizer is a bit expensive so you have to make sure you are using it regularly to make it worth the cost.
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ScreenShots

Keap Screenshots

Screenshot of a Keap invoiceScreenshot of Screenshot of the entire sales pipeline displayed in one view.

Referrizer Referral Marketing Automation Screenshots

Screenshot of User Mobile AppScreenshot of Business Tablet AppScreenshot of Self Check InScreenshot of Backend AccessScreenshot of Business Mobile Interface