Keap vs. Outgrow

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

Well suited: When you want (potential) customers to quickly determine if your product or service is right for them. I noticed that we could make a very honest calculation tool that shows how quickly our car sharing service is beneficial to customers. These types of calculations are difficult to convey in text. Less appropriate: The length of your calculation has to be in line with what the engagement people have with your product or service. We want to determine if a shared car is interesting, so we don't want 10+ questions. But if you're selling a house you can include more questions.

• 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

• Outgrow provides a comprehensive knowledge base, which allows you to quickly become adept at using their platform.
• They don't make any assumptions. When your quiz or calculator is ready to go live, they offer you an in-depth checklist of ideas to promote it.
• They ensure that you have a high degree of creativity.

• 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

• The UI is a bit elaborate, it seems a bit too much when I want something basic
• The results emails were a bit confusing to setup but support was great in getting this fixed
• Only one Admin can use the basic service

Incentivized

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.

Incentivized

It is a no code platform that makes content creation very easy with pre-built templates and strong lead generation tools. However, customisation options are limited , complex logic can be tricky and better content organisation is needed for a large scale use. Overall, it's user friendly but needs improvement in scalability and flexibility.

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.

Incentivized

Support is very responsive and is quick to respond to questions and problems. Outgrow sometimes changes their pricing and plan structures and add/remove options without properly relaying the info to customers. They could do a better job with communications and being upfront with the pricing plans people sign up for.

Incentivized

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

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.

Incentivized

The previous tools we used had no ability to make numerical calculators and limited logic jump features within surveys (if someone answers question one a particular way, skip question two, etc.) and more limited ability to direct people toward different outcomes based on how they answered questions in the surveys. Many of them didn’t have native integrations with Marketo either. These were critical features that we needed so we decided to switch to outgrow.

Incentivized

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.

Incentivized

• Outgrow has helped me sell more life insurance through the use of interactive calculators.
• Outgrow has helped me attract more referral partners thus helping my agency grow.
• Outgrow saved my agency money because I was able to cancel subscriptions to other services which offered fewer features.