Keap vs. Planview AdaptiveWork

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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I've been an AdaptiveWork (Clarizen) admin for the past 14 years, so I've seen much improvement since I started working with the product. I'm very happy we can utilize the hybrid mode by using the cards, I think this was long overdue but it works very well.

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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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• Many ways to acclimate to the system; documentation, videos, community, and contacts.
• Planview provides scalable customization options tailored to the unique needs of each business unit or department. Easily add or remove fields in the system. As the admin, it was easy to learn how to configure.
• Offers flexibility to adapt to existing systems and align with organizational workflows and processes. There are multiple ways to customize each part of the system to meet our needs.

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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

• When it comes to reports, it would be great if there was an easy way to roll-up the results instead of having to create configurations to summarize data.
• The consultant experience has not been great when it comes to more advanced needs for configurations. The consultants are in a different timezone which limits hours to work together and it seems hours are spent trying to determine what the requirement is and when the initial thought is that the configuration is possible, it may result in not being able to assist.
• Charts in the reports section are not able to be exported
• When pulling a report together, you need to make sure you pull from the right "item" or level. If you decide you need data that resides in another "item" or level, you need to re-do the report from the beginning.
• Because the system is so configurable and I imagine different clients use the system differently, when you need something automated in your account, where you need to pull a consultant or SME in, the person doesn't necessarily understand your configurations and how things work so they are unable to give recommendations on how to solve problems that don't impact other configurations you already have set up in the system.
• Templates cannot be updated unless they are pulled into a project and then re-saved. In the templates module, you are not able to open a template and edit to re-save. Therefore, making updates to a template can be very time consuming having to find a project to use to pull it in, make updates, re-save and then pull out. It would be great if the templates module allowed you to edit the templates and re-save.

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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.

I give my renewal of this product a 9. It's only because we never know what product may come out next and how other factors in our office political environment may cause impact upon this. If I always had my way, this is what we'd settle on as our de facto project management system.

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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It is easy to configure, intuitive. The customization process is in some ways better than Salesforce.com. It has a great UI. It does however depend on how it's implemented.

The design of it is generally fine, however the ability to data upload people from a spreadsheet is an obvious miss.

There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.

Sometimes it is slow when everyone is entering their time on Fridays or Mondays but other than that we rarely see downtime and maintenance notifications are well in advance.

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.

Reports: Quick to Reasonable

Most Ancillary Pages: Quick to Reasonable
(By "ancillary" I mean lesser used/master data maintenance pages - e.g. People, Customers, Individual Tasks, Milestones, etc.)

Work Plan (with 100 sub items): Reasonable to Slow

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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It's a good experience overall. Clarizen was useful when needed. It's mostly needed for advice on how to do more sophisticated actions or how to change something that was set up administratively. It's seldom used otherwise. The product consistently works, the documentation is acceptable, and the generally intuitive product is easy enough for most staff to pick up without much issue.

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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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• We worked with a Project Manager on their side. He was very good about developing a project plan to hit our goal. I think we had weekly or twice weekly calls – very steady cadence over 3 month period.
• Their PM skills were great – kept us on task. For the last week, they sent 2 people on site and they did training for power users. After that a couple of them revisited here

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.

Our trainer, Alex, is exceptional and knows the product really well. I swear he must have wrote the product himself! His manner with training is very easy going, gives you homework that is applicable to what you need to learn and stages it correctly for you. It was a pleasure to be trained by him.

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.

We have been able to implement AdaptiveWork pretty easily but it requires updating of resource availability and continuous training as roles change and new people join the company. Other documentation is used such as spreadsheets for longer range planning and project approval

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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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Planview AdaptiveWork was the right size, at the right price point that fit our customization and integration flexibility. It is intuitive to use but allowed us to add complexity as our needs grew

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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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• By implementing Planview AdaptiveWork on a company-wide level, we have been able to remove the other project management tools we have been using and consolidate our costs for technology down to a single tool
• The ability to incorporate cross-departmental work and communication has streamlined our project management processes to a point where we can work seamlessly together without interruption trying to consider the gaps between tools
• Reporting capabilities from the unified tool has given our leadership insight and the ability to make strategic business decisions more effectively than ever

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