Keap 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
NoteVault
Score7.9 out of 10
N/A
NoteVault is a construction reporting tool with three components. The Notes! app is supported by an audio-to-text translation service, and the Crew! app allows users to track labor, materials, and equipment quantities. The AlertMe! app supports group calls for issue notification.
N/A
Pricing
Keap
NoteVault
Editions & Modules
Pro
$199.00
per month
Max
$289.00
per month
Max Classic
Contact Us
per year
No answers on this topic
Offerings
Pricing Offerings
Keap
NoteVault
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
All plans with 1 user and 500 contacts. The price is $30.00 for each additional user.
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.
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
It's is absolutely well suited for all daily reporting/documentation needs, also since it essentially 'self archives' you can revisit past projects by logging into the admin panel faster than going to my own archived job files. It saved our skin by documenting where a bad GC Superintendent had been giving false information to the office, and we were able to prove our conditions/progress and alleviate the issue. It's very well suited for large projects, and ongoing projects. A bit less suited for small fast service type projects. We keep one 'service' job open to document the fast turn over stuff to alleviate that issue.
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
As a delay has occurred in the field, the foremen are able to report it immediately. The project manager now gets this information as it happened, not just trying to remember the next time they talk or see each other.
As an RFI arises, the foremen can ask their questions immediately so that the PM can address it right away.
We input our manpower on a daily basis, which helps us project where we are as it pertains to hours on a job.
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
Difficult to bring back reports from the archives. I don't archive any more; I just sequentially date my projects and keep them all live.
Notevault is set up for normal work shifts. But I mostly work night shifts from about 10 pm to 6 am. You then have to sort and filter the notes from two separate "days" in the system to get a coherent report from a single night shift. I live with it, but I don't like it.
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
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.
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.
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. TR verified that a representative sample of customers was invited. More Info
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
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.
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. TR verified that a representative sample of customers was invited. More Info
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.
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
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.
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
I have used both Raken and NoteVault. It is my preference to use NoteVault due to the simplicity of it. Raken tended to be a bit cumbersome. I did not like the photo features used with Raken as opposed to the very simple straight forward approach with NoteVault
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
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.
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
Daily reports get published the following day after downloaded to NoteVault.
From an executive standpoint, I am able to track the progress of each project on a daily basis and to be able to focus my efforts to the project that needs help.
