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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

    Nutshell

    Score9.2 out of 10
    N/ANutshell offers a CRM with contact management, calendar sync, click-to-call, and collaboration features.

    $19

    per month per user

    Pricing
    KeapNutshell
    Editions & Modules
    Pro
    $199.00
    per month
    Max
    $289.00
    per month
    Max Classic
    Contact Us
    per year
    Foundation
    $19
    per month per user
    Growth
    $32
    per month per user
    Pro
    $49
    per month per user
    Business
    $67
    per month per user
    Enterprise
    $89
    per month per user
    Offerings
    Pricing Offerings
    KeapNutshell
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeOptionalNo setup fee
    Additional DetailsAll plans with 1 user and 500 contacts. The price is $30.00 for each additional user.15% discount for annual pricing.
    More Pricing Information
    Community Pulse
    KeapNutshell
    Considered Both Products
    Thryv
    No answer on this topic
    Nutshell Inc.
    No answer on this topic
    Key User Insights
    Would buy again
    87%
    Would buy again
    74 Answers
    No answers on this topic
    Delivers good value for the price
    92%
    Delivers good value for the price
    73 Answers
    No answers on this topic
    Happy with the feature set
    87%
    Happy with the feature set
    74 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    90%
    Lived up to sales and marketing promises
    66 Answers
    No answers on this topic
    Implementation went as expected
    95%
    Implementation went as expected
    69 Answers
    No answers on this topic
    Features
    KeapNutshell
    CRM Project Management
    Comparison of CRM Project Management features of Keap and Nutshell CRM
    Feature
    Keap
    7.7
    29 Ratings
    7% below category average
    Nutshell CRM
    9.4
    13 Ratings
    20% above category average
    Task management8.820 Ratings9.712 Ratings
    Billing and invoicing management7.416 Ratings8.42 Ratings
    Reporting7.127 Ratings10.09 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 Nutshell CRM
    Feature
    Keap
    5.9
    152 Ratings
    27% below category average
    Nutshell CRM
    -
    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 Nutshell CRM
    Feature
    Keap
    5.5
    153 Ratings
    29% below category average
    Nutshell CRM
    -
    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 Nutshell CRM
    Feature
    Keap
    8.0
    90 Ratings
    10% above category average
    Nutshell CRM
    -
    Ratings
    Calendaring9.089 Ratings00 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Keap and Nutshell CRM
    Feature
    Keap
    6.4
    150 Ratings
    6% below category average
    Nutshell CRM
    -
    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 Nutshell CRM
    Feature
    Keap
    5.7
    144 Ratings
    25% below category average
    Nutshell CRM
    -
    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
    Sales Force Automation
    Comparison of Sales Force Automation features of Keap and Nutshell CRM
    Feature
    Keap
    -
    Ratings
    Nutshell CRM
    9.2
    15 Ratings
    16% above category average
    Customer data management / contact management00 Ratings9.114 Ratings
    Workflow management00 Ratings10.013 Ratings
    Territory management00 Ratings10.08 Ratings
    Opportunity management00 Ratings10.010 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings8.114 Ratings
    Contract management00 Ratings10.01 Ratings
    Quote & order management00 Ratings9.69 Ratings
    Interaction tracking00 Ratings8.112 Ratings
    Channel / partner relationship management00 Ratings8.43 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Keap and Nutshell CRM
    Feature
    Keap
    -
    Ratings
    Nutshell CRM
    10.0
    7 Ratings
    26% above category average
    Case management00 Ratings10.06 Ratings
    Call center management00 Ratings10.05 Ratings
    Help desk management00 Ratings10.01 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Keap and Nutshell CRM
    Feature
    Keap
    -
    Ratings
    Nutshell CRM
    8.9
    14 Ratings
    14% above category average
    Lead management00 Ratings9.813 Ratings
    Email marketing00 Ratings8.112 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Keap and Nutshell CRM
    Feature
    Keap
    -
    Ratings
    Nutshell CRM
    10.0
    13 Ratings
    27% above category average
    Forecasting00 Ratings10.010 Ratings
    Pipeline visualization00 Ratings10.012 Ratings
    Customizable reports00 Ratings10.012 Ratings
    Customization
    Comparison of Customization features of Keap and Nutshell CRM
    Feature
    Keap
    -
    Ratings
    Nutshell CRM
    9.9
    11 Ratings
    26% above category average
    Custom fields00 Ratings9.511 Ratings
    Custom objects00 Ratings10.06 Ratings
    Scripting environment00 Ratings10.02 Ratings
    API for custom integration00 Ratings9.96 Ratings
    Security
    Comparison of Security features of Keap and Nutshell CRM
    Feature
    Keap
    -
    Ratings
    Nutshell CRM
    9.6
    4 Ratings
    13% above category average
    Single sign-on capability00 Ratings9.63 Ratings
    Role-based user permissions00 Ratings9.63 Ratings
    Social CRM
    Comparison of Social CRM features of Keap and Nutshell CRM
    Feature
    Keap
    -
    Ratings
    Nutshell CRM
    9.7
    9 Ratings
    25% above category average
    Social data00 Ratings9.49 Ratings
    Social engagement00 Ratings10.02 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Keap and Nutshell CRM
    Feature
    Keap
    -
    Ratings
    Nutshell CRM
    10.0
    2 Ratings
    28% above category average
    Marketing automation00 Ratings10.02 Ratings
    Compensation management00 Ratings10.02 Ratings
    Platform
    Comparison of Platform features of Keap and Nutshell CRM
    Feature
    Keap
    -
    Ratings
    Nutshell CRM
    9.2
    13 Ratings
    19% above category average
    Mobile access00 Ratings9.213 Ratings
    Best Alternatives
    KeapNutshell
    Small Businesses
    SharpSpring (discontinued)
    Score8 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    No answers on this topic
    Kintone
    Score9.7 out of 10
    Enterprises
    No answers on this topic
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    KeapNutshell
    Likelihood to Recommend
    5.2
    (210 ratings)
    9.7
    (15 ratings)
    Likelihood to Renew
    9.0
    (40 ratings)
    10.0
    (1 ratings)
    Usability
    5.2
    (28 ratings)
    8.7
    (5 ratings)
    Availability
    9.1
    (6 ratings)
    -
    (0 ratings)
    Performance
    9.1
    (6 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (26 ratings)
    9.5
    (2 ratings)
    In-Person Training
    9.1
    (6 ratings)
    -
    (0 ratings)
    Online Training
    8.6
    (7 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.0
    (8 ratings)
    8.0
    (1 ratings)
    Configurability
    2.0
    (1 ratings)
    -
    (0 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
    KeapNutshell
    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
    Nutshell Inc.
    This can be used for different industries, healthcare, IT, retail or any company with a customer service line, big or small. if i had to ask, i would say "Do you have any type of filing system that you use?" "anything where you are keeping track of personal/ business information." Do you need access to information on a day to day basis? If they do , then this can be used , especially if you need to keep track of the numbers; we like how we can see if are things going up or down.
    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
    Nutshell Inc.
    • Customization - we are able to make Nutshell make the most sense for our company and processes
    • Scheduling - the ability to set tasks allows us to never forget a follow-up call or email
    • Tags - allow us to prioritize leads and segment our customers and potential customers
    • Communication - the ability to tag colleagues in notes for callbacks or updates to accounts is very helpful to keep everyone on the same page
    • Email History - being able to blind copy all our email communication to Nutshell, allows us to have email threads and notes all in one place
    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
    Nutshell Inc.
    • integration with email doesn't work as advertised
    • would like integration with quickbooks
    • If there is a misspelling in any one email address, you can not send a mass email. You must go back and correct each error before it can send.
    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
    Nutshell Inc.
    This is perfect for a small business / Home based business with SaaS. Nutshell constantly adds new features and the price is much better than more robust software like Salesforce.
    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
    Nutshell Inc.
    Extremely easy to use and they help you throughout the process. I find it not challenging, an effective utility to help us prioritize and engage efficiently at a reasonable price point. We enjoy working with the team there and they're easy to access. I've already recommended it to two colleagues
    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
    Nutshell Inc.
    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
    Nutshell Inc.
    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
    Nutshell Inc.
    Nutshell's support team has always been great and they tend to go above and beyond. They are polite, friendly, personable and great listeners. They are also great about sending follow up emails too.
    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
    Read full review
    Nutshell Inc.
    No answers on this topic
    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
    Nutshell Inc.
    No answers on this topic
    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
    Nutshell Inc.
    Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
    Incentivized
    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
    Nutshell Inc.
    When I first started with BCI, they were using ACT!. It was hard to navigate and there were a lot of spots for duplicate information that made it hard to know if you were in the right spot or not. Then if you had trouble, you would spend 3 hours on the phone with customer service and often they would not even be able to find a solution. I would not recommend ACT! to anyone. Since getting nutshell, I have learned a bit about Cosential and I know that it is more catered to the construction industry and can help with proposal creation, so I think that may be something we consider in the not-too-near future.
    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
    Nutshell Inc.
    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
    Nutshell Inc.
    • Nutshell CRM has had a major impact on ROI. The last program we used cost more and had fewer features and accessibility.
    • One negative impact is its email functions. As stated before in this review I need to be able to send large attachments and pics through email and Nutshell is very limited when it comes to that.
    Incentivized
    Read full review
    ScreenShots

    Keap Screenshots

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

    Nutshell Screenshots

    Screenshot of Nutshell's dashboard, mobile app, and sales metrics.Screenshot of the interface to build custom pipelines.Screenshot of where to measure contact engagement with Nutshell Marketing emails, forms, website traffic, and landing pages.Screenshot of the interface to engage with website visitors and leads throughout the buying journey via multiple channels using Nutshell Engagement. Channels include SMS, AI webchat, WhatsApp, Facebook Messenger, and Instagram DMs.Screenshot of Quotes & Invoices, where users can create, send, and monitor custom quotes and invoices without leaving Nutshell.