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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Keap

    Score6.2 out of 10
    N/AKeap 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

    Lucid Visual Collaboration Suite

    Score9 out of 10
    N/AThe Lucid Visual Collaboration Suite empowers teams to ideate, plan, design, build, and launch game-changing solutions from a shared infinite canvas.

    $0

    per month

    Pricing
    KeapLucid Visual Collaboration Suite
    Editions & Modules
    Pro
    $199.00
    per month
    Max
    $289.00
    per month
    Max Classic
    Contact Us
    per year
    Free
    $0
    Individual
    $9
    per month per user
    Team
    $10
    per month per user (3 user minimum)
    Enterprise
    .
    per year
    Offerings
    Pricing Offerings
    KeapLucid Visual Collaboration Suite
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeOptionalOptional
    Additional DetailsAll plans with 1 user and 500 contacts. The price is $30.00 for each additional user.—
    More Pricing Information
    Community Pulse
    KeapLucid Visual Collaboration Suite
    Considered Both Products
    Thryv
    Chose Keap
    I tried HubSpot, and it has many great features. For example, the CRM is free and allows quite a few things initially for those that just get started. However, for more advanced setups, Infusionsoft felt easier and more straight forward. Infusionsoft also seems to be more …
    Incentivized
    Chose Keap
    Infusionsoft is the most robust marketing automation platform that we have used. Though it is not for beginners, this is more of a strength than a weakness. We selected Infusionsoft because it is scalable and adaptable to a variety of clients. Other platforms seem to be geared …
    Incentivized
    Lucid Software
    No answer on this topic
    Key User Insights
    Would buy again
    87%
    Would buy again
    74 Answers
    96%
    Would buy again
    1099 Answers
    Delivers good value for the price
    92%
    Delivers good value for the price
    73 Answers
    98%
    Delivers good value for the price
    876 Answers
    Happy with the feature set
    87%
    Happy with the feature set
    74 Answers
    98%
    Happy with the feature set
    1118 Answers
    Lived up to sales and marketing promises
    90%
    Lived up to sales and marketing promises
    66 Answers
    99%
    Lived up to sales and marketing promises
    600 Answers
    Implementation went as expected
    95%
    Implementation went as expected
    69 Answers
    99%
    Implementation went as expected
    732 Answers
    Features
    KeapLucid Visual Collaboration Suite
    CRM Project Management
    Comparison of CRM Project Management features of Keap and Lucid Visual Collaboration Suite
    Feature
    Keap
    7.7
    29 Ratings
    7% below category average
    Lucid Visual Collaboration Suite
    -
    Ratings
    Task management8.820 Ratings00 Ratings
    Billing and invoicing management7.416 Ratings00 Ratings
    Reporting7.127 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 Keap and Lucid Visual Collaboration Suite
    Feature
    Keap
    5.9
    152 Ratings
    27% below category average
    Lucid Visual Collaboration Suite
    -
    Ratings
    WYSIWYG email editor9.050 Ratings00 Ratings
    Dynamic content8.947 Ratings00 Ratings
    Landing pages4.0136 Ratings00 Ratings
    A/B testing6.410 Ratings00 Ratings
    Mobile optimization4.5126 Ratings00 Ratings
    Email deliverability reporting4.5151 Ratings00 Ratings
    List management4.5149 Ratings00 Ratings
    Triggered drip sequences9.049 Ratings00 Ratings
    Lead Management
    Comparison of Lead Management features of Keap and Lucid Visual Collaboration Suite
    Feature
    Keap
    5.5
    153 Ratings
    29% below category average
    Lucid Visual Collaboration Suite
    -
    Ratings
    Lead nurturing automation5.0148 Ratings00 Ratings
    Lead scoring and grading4.0130 Ratings00 Ratings
    Data quality management4.5131 Ratings00 Ratings
    Automated sales alerts and tasks5.0140 Ratings00 Ratings
    Automated follow-ups9.11 Ratings00 Ratings
    Campaign Management
    Comparison of Campaign Management features of Keap and Lucid Visual Collaboration Suite
    Feature
    Keap
    8.0
    90 Ratings
    10% above category average
    Lucid Visual Collaboration Suite
    -
    Ratings
    Calendaring9.089 Ratings00 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Keap and Lucid Visual Collaboration Suite
    Feature
    Keap
    6.4
    150 Ratings
    6% below category average
    Lucid Visual Collaboration Suite
    -
    Ratings
    Dashboards7.255 Ratings00 Ratings
    Standard reports4.0146 Ratings00 Ratings
    Custom reports8.0137 Ratings00 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of Keap and Lucid Visual Collaboration Suite
    Feature
    Keap
    5.7
    144 Ratings
    25% below category average
    Lucid Visual Collaboration Suite
    -
    Ratings
    API8.0127 Ratings00 Ratings
    Role-based workflow & approvals4.5110 Ratings00 Ratings
    Customizability5.0140 Ratings00 Ratings
    Third-party software integrations7.31 Ratings00 Ratings
    Mobile app for sales & marketing automation5.51 Ratings00 Ratings
    Best Alternatives
    KeapLucid Visual Collaboration Suite
    Small Businesses
    SharpSpring (discontinued)
    Score8 out of 10
    No answers on this topic
    Medium-sized Companies
    No answers on this topic
    No answers on this topic
    Enterprises
    No answers on this topic
    Miro
    Score9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    KeapLucid Visual Collaboration Suite
    Likelihood to Recommend
    5.3
    (210 ratings)
    9.0
    (1165 ratings)
    Likelihood to Renew
    9.0
    (40 ratings)
    9.1
    (5 ratings)
    Usability
    5.2
    (28 ratings)
    8.7
    (1134 ratings)
    Availability
    9.1
    (6 ratings)
    9.1
    (1 ratings)
    Performance
    9.1
    (6 ratings)
    9.1
    (1 ratings)
    Support Rating
    9.0
    (26 ratings)
    7.8
    (888 ratings)
    In-Person Training
    9.1
    (6 ratings)
    -
    (0 ratings)
    Online Training
    8.6
    (7 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.0
    (8 ratings)
    9.1
    (1 ratings)
    Configurability
    2.0
    (1 ratings)
    9.1
    (1 ratings)
    Ease of integration
    1.0
    (1 ratings)
    9.1
    (1 ratings)
    Product Scalability
    9.1
    (3 ratings)
    9.1
    (1 ratings)
    Vendor post-sale
    6.0
    (1 ratings)
    9.1
    (1 ratings)
    Vendor pre-sale
    1.0
    (1 ratings)
    9.1
    (1 ratings)
    User Testimonials
    KeapLucid Visual Collaboration Suite
    Likelihood to Recommend
    Thryv
    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
    Read full review
    Lucid Software
    Lucid Visual Collaboration Suite is effective for process documentation and knowledge sharing across teams. For us, we used it to map out individual roles and specific tasks within each role to create clear and visual workflows that others can follow at any time. A key scenario where it works well in our business for business continuity during absences another colleague can pick up the role by following the process on Lucid Visual Collaboration Suite with minimal disruption. The visual diagrams are easy to understand and a written document.
    Incentivized
    Read full review
    Pros
    Thryv
    • 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
    Read full review
    Lucid Software
    • Large number of predefined charts, diagrams, flows
    • A great repository of various symbols and objects
    • The easiness of using and manipulating objects and shapes. There is a lot of auto-editing and adjusting which the software does for you which saves a lot of your time.
    • Easy way of duplicating shapes.
    • While working with the app everything feels organic and natural. You don't get the clunky/limited feeling which happens with some other similar apps.
    Incentivized
    Read full review
    Cons
    Thryv
    • 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
    Lucid Software
    • The sign in page could use some help. When I first signed up, it was really difficult to login, unless I was logged into the perfect Lucid Visual Collaboration Suite software. It doesn’t seem to have a route to get people to the right place if you’re in the wrong place.
    • It’s nearly impossible to move content off of the Lucid Visual Collaboration Suite if you’re looking to get your content into a different platform.
    • Lucid Visual Collaboration Suite requires frequent updates and refreshes of the pages (at least daily).
    Incentivized
    Read full review
    Likelihood to Renew
    Thryv
    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
    Lucid Software
    No answers on this topic
    Usability
    Thryv
    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
    Read full review
    Lucid Software
    The usability of Lucid Visual Collaboration Suite is bar none and incomparable to any other tool used in the past. There is such a vast offering that covers all the needs of any user in industries far and wide. It is no doubt that this is a firm recommendation for anyone and everyone to utilize this tool for all their needs.
    Incentivized
    Read full review
    Reliability and Availability
    Thryv
    There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.
    Read full review
    Lucid Software
    No answers on this topic
    Performance
    Thryv
    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
    Lucid Software
    No answers on this topic
    Support Rating
    Thryv
    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
    Read full review
    Lucid Software
    I reached out about being able to access Linear through their new acquisition partner, and they kept pointing me to the same article even though I told them it wasn't giving me the information I needed. I asked for a meeting with a CSM and they didn't reach out to help. I've also tried to contact some PM friends to give feedback, but no one seems to care
    Incentivized
    Read full review
    In-Person Training
    Thryv
    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
    Read full review
    Lucid Software
    No answers on this topic
    Online Training
    Thryv
    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
    Lucid Software
    No answers on this topic
    Implementation Rating
    Thryv
    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
    Lucid Software
    No answers on this topic
    Alternatives Considered
    Thryv
    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
    Read full review
    Lucid Software
    Lucidchart is well beyond Microsoft Visio and is constantly improving. Visio is pretty much stagnant and hasn't been improved for several years, Lucid is constantly adding new functionality like AI powered functions and tools. We have no reason to pay for Visio licenses when Lucid can provide so much more for less.
    Incentivized
    Read full review
    Scalability
    Thryv
    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
    Lucid Software
    No answers on this topic
    Return on Investment
    Thryv
    • 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
    Read full review
    Lucid Software
    • Though I can't necessarily provide hard numbers, I can confidently say that Lucidchart has saved countless hours for myself and my teams as we don't need to try to develop some type of complex diagram using markup or any kind of code.
    • I have previously been able to build a complete ERD using Lucidchart in a past position, which the company never had before. It ended up being used by countless teams in the company and ultimately in a large-scale data stack migration effort.
    Incentivized
    Read full review
    ScreenShots

    Keap Screenshots

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

    Lucid Visual Collaboration Suite Screenshots

    Screenshot of how Lucid helps teams to clarify complexity, align their insights.Screenshot of where information can be imported, exported, and shared whenever and wherever it is needed.Screenshot of how Lucidchart offers secure intelligent diagramming that is built for teams.