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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

    PerformYard

    Score7.5 out of 10
    N/APerformYard, headquartered in Arlington, VA, providesperformance management software aimed at providing features for HR and a simple employee experience. It offers HR teams tools to build out any performance management strategy so employees get a streamlined experience so they can focus on quality feedback and effective performance discussions.N/A
    Pricing
    KeapPerformYard
    Editions & Modules
    Pro
    $199.00
    per month
    Max
    $289.00
    per month
    Max Classic
    Contact Us
    per year
    Professional
    $5-$15
    per month (billed annually) per employee
    Enterprise
    Custom Quote
    Offerings
    Pricing Offerings
    KeapPerformYard
    Free Trial
    YesNo
    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
    KeapPerformYard
    CRM Project Management
    Comparison of CRM Project Management features of Keap and PerformYard
    Feature
    Keap
    7.7
    29 Ratings
    7% below category average
    PerformYard
    -
    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 PerformYard
    Feature
    Keap
    5.9
    152 Ratings
    28% below category average
    PerformYard
    -
    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 PerformYard
    Feature
    Keap
    5.5
    153 Ratings
    29% below category average
    PerformYard
    -
    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 PerformYard
    Feature
    Keap
    8.0
    90 Ratings
    10% above category average
    PerformYard
    -
    Ratings
    Calendaring9.089 Ratings00 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Keap and PerformYard
    Feature
    Keap
    6.4
    150 Ratings
    6% below category average
    PerformYard
    -
    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 PerformYard
    Feature
    Keap
    5.7
    144 Ratings
    25% below category average
    PerformYard
    -
    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
    Performance and Goals
    Comparison of Performance and Goals features of Keap and PerformYard
    Feature
    Keap
    -
    Ratings
    PerformYard
    9.4
    30 Ratings
    19% above category average
    Corporate goal setting00 Ratings8.819 Ratings
    Subordinate goal setting00 Ratings8.620 Ratings
    Individual goal setting00 Ratings9.929 Ratings
    Line-of sight-visibility00 Ratings9.518 Ratings
    Performance tracking00 Ratings9.930 Ratings
    Performance Management
    Comparison of Performance Management features of Keap and PerformYard
    Feature
    Keap
    -
    Ratings
    PerformYard
    8.8
    30 Ratings
    5% above category average
    Performance plans00 Ratings9.927 Ratings
    Plan weighting00 Ratings8.618 Ratings
    Manager note taking00 Ratings9.027 Ratings
    Performance improvement plans00 Ratings8.820 Ratings
    Review status tracking00 Ratings9.629 Ratings
    Rater nomination workflow00 Ratings7.515 Ratings
    Review reminders00 Ratings9.928 Ratings
    Workflow restrictions00 Ratings7.122 Ratings
    Multiple review frequency00 Ratings9.027 Ratings
    Reporting00 Ratings8.222 Ratings
    Best Alternatives
    KeapPerformYard
    Small Businesses
    SharpSpring (discontinued)
    Score8 out of 10
    15Five
    Score8 out of 10
    Medium-sized Companies
    No answers on this topic
    Reflektive
    Score9.5 out of 10
    Enterprises
    No answers on this topic
    Reflektive
    Score9.5 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    KeapPerformYard
    Likelihood to Recommend
    5.3
    (210 ratings)
    8.4
    (39 ratings)
    Likelihood to Renew
    9.0
    (40 ratings)
    8.4
    (3 ratings)
    Usability
    5.2
    (28 ratings)
    7.7
    (7 ratings)
    Availability
    9.1
    (6 ratings)
    -
    (0 ratings)
    Performance
    9.1
    (6 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (26 ratings)
    9.2
    (3 ratings)
    In-Person Training
    9.1
    (6 ratings)
    -
    (0 ratings)
    Online Training
    8.6
    (7 ratings)
    10.0
    (1 ratings)
    Implementation Rating
    8.0
    (8 ratings)
    10.0
    (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
    KeapPerformYard
    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
    PerformYard
    Perform Yard is best suited for business managers to monitor the performance of their employees, set and review goals as well as implement performance improvement plans. It’s not so ideal for small groups. The precise questions asked of the employees makes it perfect for the responses to paint the overall picture of the progress and production of the employee, and helps supervisors really gauge the output from their employees. Overall, it is a great tool to utilize for monitoring employees progress, as well as evaluate the employee at your end to assist with setting goals for the new year.
    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
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    PerformYard
    • Customer Service! The service support is unmatched compared to other vendors! Our rep is nothing short of amazing with her timeliness, helpfulness, and ability to navigate the issues we encounter!
    • Streamlining automated reviews - Effortlessly send out a whole years reviews in one sitting!
    • Auto updating from our HRIS system - Automated SFTP integration with our HRIS system to auto update employee fields and keep the system up to date with less manual process!
    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
    PerformYard
    • Don't really need to have multiple team member selection options in the dashboard. Would be more efficient to drill down from the team member selected rather than have to scroll through the list amongst all other team members data files.
    • Would be nice if contributors could also opine as to the perceived level of performance for the person they are commenting on, i.e., unsat, sat, excellent.
    • Those are my only issues at this time.
    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
    PerformYard
    It has been excellent among the employees. It is a great way to keep up with the tasks and goals throughout the year. Manager/employee communication can increase with this program. It is very easy to use and understand. Navigation can be a bit tricky but the overall ease of going through it is splendid.
    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
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    PerformYard
    Everything is very easy to understand except more training is needed on how to use the reporting feature. You are assigned an account manager who walks you through every step of the process when you sign on to use PerformYard.
    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
    PerformYard
    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
    PerformYard
    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
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    PerformYard
    The support from PerformYard is unmatched when compared to other systems I have worked with. Not to say that the support personnel always have an immediate answer, but they are so committed to solution and timeliness that it is not long before we are able to work through any issues. Emails are quickly returned for ease of access, and they never fail to offer to hop on a call and visually walk through something if that may help the issue!
    Incentivized
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    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
    PerformYard
    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
    PerformYard
    Training for PerformYard was fantastic and very easy to understand! I highly recommend this product to any company. It is super helpful for communicating with staff, for keeping track of your goals, tasks and reviews for the current (or past) year. Definitely get online training for implementation. You won't regret it!
    Incentivized
    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
    PerformYard
    Our Human Resources department handled the implementation of PerformYard and they did a fantastic job. A tutorial was sent out via email to all employees with a requirement of viewing it. In additionto that, a ZOOM session was scheduled so that any questions or concerns could be answered after viewing the tutorial.
    Incentivized
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    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
    PerformYard
    Well i cant really describe how PerformYard stacks up against them because there is no comparison here. PerformYard as blown these of the water no doubt about it. with everything from customer service to ease of use of the platforms. hands down PerformYard is the goto service for our company.
    Incentivized
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    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
    PerformYard
    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
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    PerformYard
    • It has encouraged me to actually complete goals rather than "almost" complete them because I want to be able to check off the box.
    • Sometimes it's difficult to track goals without clear metrics, however, this might be a positive thing because it encourages the user to create metric-based goals.
    • One positive impact is the impact this program has on extrinsically motivated employees.
    Incentivized
    Read full review
    ScreenShots

    Keap Screenshots

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

    PerformYard Screenshots

    Product screenshotProduct screenshotProduct screenshotProduct screenshotProduct screenshotProduct screenshot