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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

    SharePoint

    Score7.9 out of 10
    N/AMicrosoft's SharePoint is an Intranet solution that enables users to share and manage content, knowledge, and applications to empower teamwork, quickly find information, and collaborate across the organization.

    $5

    Per User Per Month

    Pricing
    KeapSharePoint
    Editions & Modules
    Pro
    $199.00
    per month
    Max
    $289.00
    per month
    Max Classic
    Contact Us
    per year
    Plan 1
    $5.00
    Per User Per Month
    Plan 2
    $10.00
    Per User Per Month
    Office 365 E3
    $20.00
    Per User Per Month
    Offerings
    Pricing Offerings
    KeapSharePoint
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional DetailsAll plans with 1 user and 500 contacts. The price is $30.00 for each additional user.—
    More Pricing Information
    Features
    KeapSharePoint
    CRM Project Management
    Comparison of CRM Project Management features of Keap and Microsoft SharePoint
    Feature
    Keap
    7.7
    29 Ratings
    7% below category average
    Microsoft SharePoint
    -
    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 Microsoft SharePoint
    Feature
    Keap
    5.9
    152 Ratings
    27% below category average
    Microsoft SharePoint
    -
    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 Microsoft SharePoint
    Feature
    Keap
    5.5
    153 Ratings
    29% below category average
    Microsoft SharePoint
    -
    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 Microsoft SharePoint
    Feature
    Keap
    8.0
    90 Ratings
    10% above category average
    Microsoft SharePoint
    -
    Ratings
    Calendaring9.089 Ratings00 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Keap and Microsoft SharePoint
    Feature
    Keap
    6.4
    150 Ratings
    6% below category average
    Microsoft SharePoint
    -
    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 Microsoft SharePoint
    Feature
    Keap
    5.7
    144 Ratings
    25% below category average
    Microsoft SharePoint
    -
    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
    KeapSharePoint
    Small Businesses
    SharpSpring (discontinued)
    Score8 out of 10
    HCL Connections
    Score9 out of 10
    Medium-sized Companies
    No answers on this topic
    HCL Connections
    Score9 out of 10
    Enterprises
    No answers on this topic
    HCL Connections
    Score9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    KeapSharePoint
    Likelihood to Recommend
    5.3
    (210 ratings)
    8.1
    (271 ratings)
    Likelihood to Renew
    9.0
    (40 ratings)
    9.8
    (26 ratings)
    Usability
    5.2
    (28 ratings)
    8.2
    (31 ratings)
    Availability
    9.1
    (6 ratings)
    -
    (0 ratings)
    Performance
    9.1
    (6 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (26 ratings)
    8.8
    (13 ratings)
    In-Person Training
    9.1
    (6 ratings)
    4.5
    (1 ratings)
    Online Training
    8.6
    (7 ratings)
    6.4
    (1 ratings)
    Implementation Rating
    8.0
    (8 ratings)
    6.0
    (5 ratings)
    Configurability
    2.0
    (1 ratings)
    -
    (0 ratings)
    Data Sharing and Collaboration
    -
    (0 ratings)
    9.2
    (51 ratings)
    Data Sources
    -
    (0 ratings)
    7.6
    (50 ratings)
    Ease of integration
    1.0
    (1 ratings)
    -
    (0 ratings)
    Product Scalability
    9.1
    (3 ratings)
    -
    (0 ratings)
    Vendor post-sale
    6.0
    (1 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    1.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    KeapSharePoint
    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
    Microsoft
    It's Microsoft, so it rarely goes down or unnecessarily limits access. It works, though page load times can be long if you have lots of data. I feel like the Mac vs. PC divide has started to show up for MS products, but SharePoint works well with both.
    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
    Microsoft
    • We track employees' performance sheets, which are accessible to the employee, his manager, and HR, and this helps with transparency.
    • We maintain technical process documents and SOPs, which help us quickly provide relevant documents during audits.
    • We maintain incident documents change request forms in SharePoint, which helps us in tracking the changes.
    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
    Microsoft
    • Windows Explorer users have some difficulty having to constantly UPLOAD / DOWNLOAD files. Specifically on the DOWNLOAD when they are used to Drag & Drop in & out of LOCAL folders via Window's explorer.
    • Microsoft SharePoint supports multiple "library" types. When implementing our "image" library the search function is done via "tags" and boolean logic. This is challenging to most end users. I'd like our users to be able to search our Microsoft SharePoint image library without having to enter KEYWORD or other BOOLEAN logic.
    • Microsoft SharePoint can also be an internal website for each department or company wide communication tool but I believe these features are geared for much larger organizations. Since we are a SMB we really aren't using these features. So maybe something more useful to SMBs would be nice.
    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
    Microsoft
    It's integral to our business. It's already included with most of the Office 365 licensing we buy, so the cost is effectively zero. It stores our files, it is the foundation for custom applications, and Microsoft only continues to enhance its functionality and its connections to other Microsoft tools. SharePoint just keeps getting better and better.
    Incentivized
    Read full review
    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
    Microsoft
    No usability issues reported. Individual teams also have allocated areas which replace legacy shared drives on local LANs. Access to Sharepoint resources is fully integrated with corporate Active Directory with additional two-factor authentication required for administrative users. Users have access to Microsoft Services Hub which allows you to create, manage, and track support requests while staying current on Microsoft technologies with access to select self-paced learning paths
    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
    Microsoft
    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
    Microsoft
    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
    Microsoft
    Support for SharePoint is quite good. Microsoft provides good support. Microsoft offers
    • Quick turnaround time for issues
    • A range of support services
    • Access to a network of resources
    • Escalation of issues
    • Ongoing development and commitment to produce enhancement
    The majority of support is required for initial installation. Once complete and the system is operating we have had very few support issues.
    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
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    Microsoft
    The face to face training I received was on SharePoint Administration. It was rushed as there was a lot of information to cover and the application of the labs weren't that great either. I like to be able to relate what I am learning to what I am currently doing.
    Read full review
    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
    Microsoft
    I like to learn at my own pace and online training allows for that. Additionally, you can skip through pieces of content that you already know or are already comfortable with. Microsoft actually offers great videos on their website for basic fundamental SharePoint Training. I have used these training videos in some of my own training sessions with end users.
    Read full review
    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
    Microsoft
    Planning to the last detail would be advised. SharePoint is a very large application that takes a lot of finesse to get operational
    Read full review
    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
    Microsoft
    The reasons for selecting MS SharePoint are: SharePoint provides ease of use and web design assistance and support SharePoint helps you schedule your content for publishing. enables users to share documents with external parties and offers a better internal structure of the content and better indexing and searching capabilities.
    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
    Microsoft
    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
    Microsoft
    • It comes with Office 365. It won't cost you any additional charges.
    • It will help you to streamline your communication and work as a central hub for all tasks, files[,] and events[.]
    • Setting it up will need a bit [of] planning. If you jump blindly it will become a confusing place for your team members and make them frustrated[.]
    Incentivized
    Read full review
    ScreenShots

    Keap Screenshots

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