Keap vs. LeadDelta

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

I signed up for LeadDelta because I heard they were the best CRM for business professionals using LinkedIn. I spent hours getting it set up and configured. I wanted to update my CRM contacts with the contact information from my Google account. So I went through the effort of migrating my Google contact data. But it created duplicates of all my contacts. I then tried to delete the duplicates, but the only option is to hide the imported contacts, there is no way to remove them. But hiding them does not remove them from the dashboard data. I reached out for help and had to argue with the customer support that my dashboard was indeed showing data for the hundreds of contacts I manually selected and hid. I was told they could not remove the contacts from their end. As a software engineer, I know it is not that hard to update a database. But I was told it was impossible. I politely asked for a refund, twice, but they refused, even though I had just subscribed 2 days prior and was never able to use the software to track my contacts. I had to contest the charges with the credit card company, and now LeadDelta is fighting the refund. I cannot believe their lack of customer service and care.

• 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

• Update contacts from Linkedin
• Displaying data
• Tagging Contacts

• 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

• They should not require payment to clean up data when uploading from Google
• They should allow deleting contacts and cleaning up the dashboard
• They should allow rolling back failed merges with external databases

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.

Incentivized

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.

Incentivized

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

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.

Incentivized

LeadDelta was supposed to be easier to use and update. It was recommended to me as a better way to track my contacts and organize my followup. But with data corruption, LeadDelta became unusable for me, and they were unwilling to make it right.

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.

Incentivized

• Cost me 2 days of work before it became unusable.
• Cost me $300 which they do not want to refund despite their inability to fix my dashboard.
• I wish I had never used LeadDelta in the first place.