Keap vs. Kindful (discontinued, now part of Bloomerang)

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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Kindful is well suited when:

• Important to integrate with a wide range of systems such as online fundraising tools or event registration without being tied to a single vendor
• Small to medium sized organizations looking for an affordable but powerful donor database/CRM
• Need a powerful but user friendly tool with customizable reports

Kindful is not well suited when:

• You need very advanced customization such as the ability to built entire custom screens
• You need to track donations in multiple currencies

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• 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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• We particularly love the flexibility of Kindful's donation pages and donation plug-ins. They make it possible for us to accept donations on our website, without having donors have to leave the website.
• Kindful effectively streamlines back-office functions including acknowledgements for gifts - which saves our small 2-person team vital hours each week.
• Kindful integrates to a variety of valuable platforms, allowing us to manage all of our data in one place. Currently, we integrate with MailChimp [so all email recipients are segmented in Kindful, emails are sent from MailChimp], Fundraising Report Card, and several custom integrations through Kindful's open API [including one that tracks volunteer events and another that connects to CauseVox].
• Kindful's basic metrics and "dashboard" give us instant access to live fundraising results that are shown against historical information - giving us the ability to see how we're doing at all times.

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• 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

• Detailed custom email campaigns and reports can be confusing to navigate. However, Kindful provides excellent customer support and training to make it as easy as possible.
• The price can be a turn off for many people, but if you have an aggressive plan to increase funding, Kindful pricing is scalable based on the size of your database.

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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.

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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From operations, support, and donor management, Kindful's UX and UI are top-notch.

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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.

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 have not utilized the support for Kindful very often but the one time I have was fantastic. It was quick, courteous and thorough. Kindful consistently offers Webinars that outline the best way to utilize their product and get the most out of it. I think Kindful does a pretty solid job with support.

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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.

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.

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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Because of the easy-to-use drag-and-drop function, teams do not have to call website design-proficient professionals to assist them since Populr also supports collaboration and entire teams can work together to come up with a beautifully designed website and one that is readable.

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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.

• 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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• Kindful's customer service team has saved us a lot of time and effort by being extremely helpful. I can't speak highly enough about the customer service they offer.
• We spend a lot of time cleaning our data base. I wish Kindful had a cleaner integration process.

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