Keap vs. OmniFocus

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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1) Great for managing your work and personal activities. 2) One of the best implementations of the Getting Things Done method. 3) Not really suited for collaborative work management; OmniFocus is managed on a per-user basis so you can't share/assign tasks.

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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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• Ease of viewing your projects at a high-level.
• Ease of viewing what tasks need to be done at the present moment and the sorting of those tasks by availability, due date, start date, needed resources, and project.
• The visual interface is really nice to work with, the UX/UI is intelligent and intuitive.
• It's the most extensible software I've used. There is a community of people that publish compatible scripts for Omnifocus at no charge.
• The code is robust and I've almost never had a bug or a glitch that resulted in issues.
• The software syncs in the cloud between MacOS and iOS seamlessly and faster than other To-Do software. The sync aspect is available free of charge.
• The development team at Omnifocus is on top of bugs and they have been adding releases regularly to increase functionality and performance.
• While OmniFocus adheres to the GTD (Getting things done) principles, it can be used in almost any manner and you aren't stuck with just that methodology.

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• 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 really like to see graphic presentations of how I allocate my time, what categories of tasks don't get accomplished, etc.
• I would like to see OmniFocus include Gantt chart functionality, such as allowing me to see how long it took me to accomplish a task from start to finish. Allowing me to actually input time spent, and seeing it on a Gantt chart, would be icing on the cake.

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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.

Over the past 4 years of use I still haven't found any product that comes close in terms of capability

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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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This is a super usable tool to use. I really like the front-end user experiences, which makes using it really clear

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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OmniFocus has excellent user forums. They're active as well as mature, since the product has been around for years. I've never needed to actually contact customer support because OmniFocus is popular enough that I've always been able to find an answer in the forums, or in an article, or in a YouTube video.

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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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OmniFocus is built for the user with a lot going on - consequently, it does a great job at organizing lots of things in a manageable workload. It's perfect for taking a project and breaking it down into small tasks for yourself or teams. Once you get past the learning curve, it's quick at adding new tasks. Overall, it's an excellent product.

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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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• OmniFocus keeps our tasks moving forward. Using a free script you can search all your current projects for projects that have no next step assigned to it to ensure nothing falls through the cracks.
• When we serve our clients, the attention to detail we are able to give them comes from accurate tracking of what we need to deliver.
• We complete projects 25% faster than before and we can see where the bottlenecks are immediate. We have also been forced to document tasks in a more concrete manner which allows for better execution.

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