Keap vs. Mhelpdesk

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.

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Mhelpdesk is perfect for smaller companies and mid-sized companies I would say. Larger companies may need something a little more advanced for lack of better words or able to handle thousands upon thousands of constant work orders, etc. Smaller companies or companies that are mid-size would benefit from this program the most as it provides the necessary programming to succeed along with its ease of use.

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• 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!

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• The timer to track the technicians time is wonderful.
• Integrates well with QuickBooks.
• The mobile app is great.

• 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

• mHelpDesk lacks in its expansion ability of multiple administrator types. We have executive level, midlevel, and department level administrators in addition to the tech, managers, etc. working directly with the system. It seems we are always about one admin level shy of what we need and are unable to create it.
• mHelpDesk sometimes has difficulty with its mobile tracking either being accurate as seen by the administrators or in locking up the mobile devices of the techs. It is not a constant issue yet one which occurs often enough to be of note.
• mHelpDesk doesn't track automatically so our mobile techs can shut that off. While that may be a disciplinary operational issue for us as well, we should be able to lock that setting "on" so our users are tracked which using the app.

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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.

The staff at Mhelpdesk have been incredible. They are consistently adding new features and are willing to work with us to meet our company's needs

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.

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It works well for most of what we need. It integrates well w/ quickbooks. We would like to see it integrate w/ outlook.

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.

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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.

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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.

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When we first started using Mhelpdesk, RepairShopr was just a blip on our radar and didn't have the feature-set that Mhelpdesk did. RepairShopr looked great, but the Mhelpdesk had a lot more features. Every 6 months or so, I'd check on RepairShopr and it was growing fast and adding new features all the time. After a few years - the difference was night and day so we switched to RepairShopr and it's been a much better fit for our business.

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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.

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• It has overall been positive

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info