Likelihood to Recommend 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.
Read full review It is definitely a contender if you run an e-commerce website. It connects with a host of different e-comm platforms (we use
Magento ) which makes product recommendations, purchase history/amounts, website behavior, etc. a lot easier to segment on and set trigger campaigns or targeted sends. If you're a B2B company, you probably won't want to use Listrak. The tools they have don't accommodate that segment as well as B2C, as many features would go unused since they simply don't make sense. I'm sure there are instances where Listrak would work just fine, but coming from that area previously, it is definitely a B2C tool.
Read full review Pros 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! Read full review Segmentation is one of my favorite features. We love being able to pull specific audiences and tailor our marketing to the individual customer. Importing and exporting lists is very self explanatory and easy to manage. The main dash has a great overview of your most recent messages and metrics. Read full review Cons 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 Read full review It is rare that I have issues or feel like Listrak has an area to improve in. The company is constantly ahead of the market and making additions/improvements on a monthly basis. That being said ... I have one area to suggest improvements: COMPOSER Composer - Drag & Drop editor: Although their design software with the new 'Composer' is better than your average WYSIWYG editor, their drag & drop editor lacks some basic design tools that stunt your ability to design out-of-the-box email campaigns. I typically write all my email code, so this doesn’t necessarily affect me in a negative manner. But ... if coding emails isn't your strong point, then the lack of design features and limited template selection could be bothersome. (*disclaimer - I do not believe Listrak's drag & drop editor is garbage, but it does fall short when compared to some of its competition.) Read full review Likelihood to Renew 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.
Read full review Usability 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.
Read full review Reliability and Availability There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.
Read full review Performance 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.
Read full review Support Rating 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.
Read full review In-Person Training 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.
Read full review Online Training 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.
Read full review Implementation Rating 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.
Read full review Alternatives Considered 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.
Read full review The
Bronto platform is so similar to Listrak in that it made no sense for us to move unless there were significant cost savings (there weren't). We are so intertwined with Listrak that it would be painful to move for the sake of moving.
Klaviyo is very DIY which can be great. We find that we do our best work with hand-holding and account support.
Read full review Scalability 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.
Read full review Return on Investment 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. Read full review Increasing our awareness of effective marketing email campaigns Reducing the effectiveness of our campaigns due to the complexity of software and inability to cancel our contract despite being LOYAL customers for 2 years. Read full review ScreenShots