Keap vs. Makesbridge

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

Makesbridge is great for email marketing and Salesforce integration. It is great for a startup or large company. Support is terrific. You can't go wrong with the service.

• 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

• Makesbridge had the highest reviews in customer service on the Salesforce app exchange. This was the major reason that I chose them. Some of the implementation was over my head, but this was not a problem since they were always available to help with any issues that came up.
• The team has even taken suggestions and implemented them quickly when I voiced a need for a particular Salesforce integration. Makesbridge has been a fantastic addition to my company.

• 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

• I would like for users to be able to see campaigns and templates created by other non-admin users. I'd like the option as the sysadmin to select which parts of the application should be open to all users, and which I'd like to gate. (Permissions, if you will).
• Configuration of training materials. The content is great, I just have had difficulty locating the specific article that would be most relevant to the situation. I'd love step-by-step guides for campaign creation, etc.

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.

Great product, exceptional support. I'm going to be honest and say that I was apprehensive that the Makesbridge team was actually as wonderful as the app exchange reviews claim...How often does that actually happen?! But now, I can honestly say that the glowing reviews are spot-on, and my only concern is that they do not do justice in describing the product, support and service Makesbridge provides.

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

I'm not an IT guru. The layout and workflows make sense, and I appreciate not having to involve a developer for every change I'd like to make.

There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.

Their tech support staff is the BEST I have worked with!

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.

Best tech support in the software industry.

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

While their phone/chat support is outstanding, I wish there was more documentation and how-to information available online. There are many features that I have not used because I don't understand how to use them as well as I should

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

Makesbridge was easier to use and has a much better help desk. We were originally impressed with sales and then the technical side. At one point we handled e-mails with an internal program, what a headache, especially the list management.

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

• Good customer service and allows us to use our leads without much restriction.
• Price still considered quite high for a very small business like us.