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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

    PFL Direct Mail Platform

    Score9 out of 10
    N/APFL helps businesses deliver authentic moments by creating impactful direct mail that is data-driven, bringing measurement, personalization, and predictability from digital to direct mail. PFL offers direct mail that is... Simplified: PFL simplifies direct mail execution by managing the entire process under one roof from strategy and production to delivery and measurement. Engaging: Supports engagement that results in action by paring digital tactics with memorable…

    $40,000

    per year

    Pricing
    KeapPFL Direct Mail Platform
    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
    KeapPFL Direct Mail Platform
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeOptional$10,000
    Additional DetailsAll plans with 1 user and 500 contacts. The price is $30.00 for each additional user.—
    More Pricing Information
    Community Pulse
    KeapPFL Direct Mail Platform
    Considered Both Products
    Thryv
    No answer on this topic
    PFL
    No answer on this topic
    Key User Insights
    Would buy again
    87%
    Would buy again
    74 Answers
    88%
    Would buy again
    28 Answers
    Delivers good value for the price
    92%
    Delivers good value for the price
    73 Answers
    93%
    Delivers good value for the price
    28 Answers
    Happy with the feature set
    87%
    Happy with the feature set
    74 Answers
    84%
    Happy with the feature set
    27 Answers
    Lived up to sales and marketing promises
    90%
    Lived up to sales and marketing promises
    66 Answers
    81%
    Lived up to sales and marketing promises
    21 Answers
    Implementation went as expected
    95%
    Implementation went as expected
    69 Answers
    84%
    Implementation went as expected
    21 Answers
    Features
    KeapPFL Direct Mail Platform
    CRM Project Management
    Comparison of CRM Project Management features of Keap and PFL Direct Mail Platform
    Feature
    Keap
    7.7
    29 Ratings
    7% below category average
    PFL Direct Mail Platform
    -
    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 PFL Direct Mail Platform
    Feature
    Keap
    5.9
    152 Ratings
    28% below category average
    PFL Direct Mail Platform
    -
    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 PFL Direct Mail Platform
    Feature
    Keap
    5.5
    153 Ratings
    29% below category average
    PFL Direct Mail Platform
    -
    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 PFL Direct Mail Platform
    Feature
    Keap
    8.0
    90 Ratings
    10% above category average
    PFL Direct Mail Platform
    -
    Ratings
    Calendaring9.089 Ratings00 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Keap and PFL Direct Mail Platform
    Feature
    Keap
    6.4
    150 Ratings
    6% below category average
    PFL Direct Mail Platform
    -
    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 PFL Direct Mail Platform
    Feature
    Keap
    5.7
    144 Ratings
    25% below category average
    PFL Direct Mail Platform
    -
    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
    Best Alternatives
    KeapPFL Direct Mail Platform
    Small Businesses
    SharpSpring (discontinued)
    Score8 out of 10
    No answers on this topic
    Medium-sized Companies
    No answers on this topic
    Sendoso
    Score8.2 out of 10
    Enterprises
    No answers on this topic
    Sendoso
    Score8.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    KeapPFL Direct Mail Platform
    Likelihood to Recommend
    5.3
    (210 ratings)
    9.0
    (33 ratings)
    Likelihood to Renew
    9.0
    (40 ratings)
    7.3
    (1 ratings)
    Usability
    5.2
    (28 ratings)
    7.3
    (1 ratings)
    Availability
    9.1
    (6 ratings)
    -
    (0 ratings)
    Performance
    9.1
    (6 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (26 ratings)
    9.4
    (3 ratings)
    In-Person Training
    9.1
    (6 ratings)
    -
    (0 ratings)
    Online Training
    8.6
    (7 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.0
    (8 ratings)
    -
    (0 ratings)
    Configurability
    2.0
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    1.0
    (1 ratings)
    -
    (0 ratings)
    Product Scalability
    9.1
    (3 ratings)
    9.9
    (3 ratings)
    Vendor post-sale
    6.0
    (1 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    1.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    KeapPFL Direct Mail Platform
    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
    PFL
    The reason it's not a seven or above is purely because of the timing of a solution we had requested originally back in August 2023. It's now February 2024, and we're waiting for a wow-factor pitch deck. Previously, we only received a demo recording and an order form quote. These truthfully aren't helpful enough to convince and sway our senior leaders into spending the $35k+ investment into the PMC.
    Incentivized
    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
    PFL
    • Personalization: It allows us to create highly personalized direct mail pieces tailored to individual recipients. For instance, we can include the recipient's name, relevant product recommendations, or even custom images that resonate with their preferences.
    • Multi-Channel Integration: The platform seamlessly integrates with our existing digital marketing tools and CRM systems. It enables us to orchestrate cohesive campaigns that combine email, social media, and direct mail to reach our target audience through multiple touchpoints.
    • Automated Workflows: PFL offers robust automation capabilities, streamlining the entire direct mail process. We can set triggers, such as website visits or email engagement, to automatically trigger the sending of personalized direct mail pieces, ensuring timely and relevant outreach.
    • Variable Data Printing: The platform simplifies variable data printing, enabling us to print custom content for each recipient efficiently. This is particularly useful for A/B testing different messaging or designs within a single campaign.
    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
    PFL
    • There is no built-in functionality to automate direct mail; this has to be created through triggers in Salesforce.
    • The sales cloud integration didn't give us the syncing or reporting we thought would be available.
    • We would like to see more support from team members in the post-onboarding process.
    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
    PFL
    I will continue to use the platform as long as my employer provides access, but I do not have purchasing power myself.
    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
    PFL
    The UI is friendly, clear, and accessible, and I access it directly through the interface (Salesforce) that I perform my function in every day. It is intuitive to navigate, and I am able to find most functionalities I need without the need to consult an admin and/or support teams.
    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
    PFL
    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
    PFL
    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
    PFL
    Only thing holding me back from a perfect 10 would be the timelines for involving the technical team on occasion. There have been a few times where the PFL technical support team has been booked up for days or more than a week out which can delay our project timelines. This doesn't happen often, let me be clear. But when it does, it's usually at the worst time for our campaigns.
    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
    PFL
    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
    PFL
    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
    PFL
    No answers on this topic
    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
    PFL
    JourneyMail is one I have evaluated. It did not seem as full featured as PFL Direct Mail Platform, nor did it integrate with the rest of the Salesforce products like PFL Direct Mail Platform (journeymail ONLY integrates to marketing cloud). My customers tend to be cross-cloud and own multiple products and want solutions that can integrate across their stack easily.
    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
    PFL
    It does take a while to launch or re-launch a campaign, which can make it difficult to pivot quickly. However, if you're integrated with Marketo, then PFL is as scalable as your database and marketing strategy! The sky is the limit in terms of creativity. Post launch, the program is hands-off apart from report monitoring and potential optimization tweaks.
    Incentivized
    Read full review
    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
    PFL
    • We've sometimes struggled to maintain a positive ROI due to some issues with packages not arriving, arriving broken, or including the wrong items.
    Incentivized
    Read full review
    ScreenShots

    Keap Screenshots

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

    PFL Direct Mail Platform Screenshots

    Screenshot of Custom kits available for useScreenshot of Entering the sender addressScreenshot of Personalization at scale with custom messaging and signaturesScreenshot of Product selection with product details, template data, and advanced options