Keap vs. Mailigen vs. Pipedrive

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

Mailigen is great for designing and scheduling campaigns that do not require expert knowledge in the field. Creating specific lists, segmentation, & scheduling campaigns are very straightforward and user-friendly. Do not use Mailigen for email marketing blasts! If you are unable to provide documented evidence that the user 'Opt-in' to receive your campaigns, then expect the campaign to be flagged or contacted by your Mailigen Account Manager. You must comply with the CAN-SPAM Act ... no ifs, ands, or buts!

Incentivized

Pipedrive is a fantastic tool to help monitor and track lead generation and referral sources. It helps maintain accountability with the sales team and helps ensure that we are doing appropriate marketing to maintain a steady influx of cases. The weekly and quarterly sales reports that it can generate are incredibly helpful and insightful. They help inform us of what we need to focus on each quarter/year.

Incentivized

• 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

• Mail deliverability. MailiGen gets the mail delivered. We have our own data centre hosting and servers but struggled to get our bulk mails reliably delivered. Since we switched to MailiGen delivery rates have more than tripled.
• Template editor and tools. There is a rich assortment of tools for preparation of mailers. They are easy to use and we often train customers is a single 2 hour session.
• Mail List security and manageability. Cloud based mail lists are important best practices for some of our corporate customers, who often store mail address lists in Excel. These lists get lost, damaged and stolen. The MailiGen list management tools centralize list storage and provide tools for segmentation, importing and exporting.
• Stats!! The mail campaign stats that MailiGen provides are world class. They are simple to understand and rich in depth. Our customers love the stats.

• Great visual visibility of the funnel plus easy to drag the deals across the stages
• The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
• The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed

• 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

• Segment creating could be more functional and may include statistics from previous mails. Time to time I need to use more advanced functions like "send information to people who clicked on link A".
• It does not allow the user to choose mobile/tablet friendly templates. I'd like to decide myself.

• Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.
• Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.
• Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.

Incentivized

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.

We are satisfied with this cooperation and we don't see why we should change email marketing service provider at this point. Excellent service and rapid new feature development keeps us very satisfied.

-2 for Its cost and +8 for the need of tracking of leads and monitoring of team.

Incentivized

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

Although it is easy to use for basic users and people with no experience in e-mail marketing, but for more advanced users it still lacks functionality - really advanced filtering - on it's web interface. However everything is possible once you use API.

Pipedrive is easy to use and has a clean interface so we can follow up accurately. Its custom features help manage leads and evaluate team performance. It saves time and improves efficiency. Pipedrive is stable and supports integrations and automation.

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

Although time to time I send a support ticket, but more frequently I use the live support option on their website. I get instant feedback and feel that my problem is addressed immediately.

Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.

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.

With most systems it is faily easy. It offers CSV import so transferring contacts should be easy.

Experiment is the only way to start

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

Mailigen falls short to Listrak due to Listrak's far superior contact, conversion, and message analytics. Some features are unavailable or not easily integrated with the Mailigen platform compared to its competition, but features such as model acquisition & shopping cart abandonment are available. The ability to integrate such features into your website may be easier when using a competitors platform, but easy usability comes with a price. Extra perks such Coupon managers & etc. are useful features that allow you to generate Barcodes & QR codes, as well as track various data analytics when implementing this feature. Small items as such are what Mailigen lacks in comparison to its competitors, but their price point kicks the rest out of the water if you can live without some of the bells and whistles.

Incentivized

I much prefer the interface of Pipedive when compared to Zoho. Much more user friendly and the team is always readily available when we need them. Pipedrive allowed for many custom integrations to be added, as Zoho was a tad more complicated to manipulate. We would not go back to Zoho in any case.

Incentivized

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

• Better delivery of mail campaigns giving better ROI numbers
• Better stats so that we can assess what works and what does not.

• Great on setup which made our work easier and less technically equipped people can manage a lot of things(compared to SalesForce where you need to hire a developer to set it up)
• We were able to integrate our calling system easily and get things going on the lead calling aspect.
• Great multipipeline option where we were able to manage both organisations under one roof.

Incentivized