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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

    Planview ProjectPlace

    Score8.3 out of 10
    N/AProjectplace is a collaborative work management solution. The vendor says the product is built with teams of all sizes and complexity in mind, from virtual teams of five to entire global enterprises with tens of thousands of active users. It is also designed to incorporate waterfall and agile workflows.N/A
    Pricing
    KeapPlanview ProjectPlace
    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
    KeapPlanview ProjectPlace
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    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
    Community Pulse
    KeapPlanview ProjectPlace
    Considered Both Products
    Thryv
    No answer on this topic
    Planview
    No answer on this topic
    Key User Insights
    Would buy again
    87%
    Would buy again
    74 Answers
    94%
    Would buy again
    88 Answers
    Delivers good value for the price
    92%
    Delivers good value for the price
    73 Answers
    98%
    Delivers good value for the price
    80 Answers
    Happy with the feature set
    87%
    Happy with the feature set
    74 Answers
    97%
    Happy with the feature set
    91 Answers
    Lived up to sales and marketing promises
    90%
    Lived up to sales and marketing promises
    66 Answers
    97%
    Lived up to sales and marketing promises
    60 Answers
    Implementation went as expected
    95%
    Implementation went as expected
    69 Answers
    94%
    Implementation went as expected
    63 Answers
    Features
    KeapPlanview ProjectPlace
    CRM Project Management
    Comparison of CRM Project Management features of Keap and Planview ProjectPlace
    Feature
    Keap
    7.7
    29 Ratings
    7% below category average
    Planview ProjectPlace
    -
    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 Planview ProjectPlace
    Feature
    Keap
    5.9
    152 Ratings
    27% below category average
    Planview ProjectPlace
    -
    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 Planview ProjectPlace
    Feature
    Keap
    5.5
    153 Ratings
    29% below category average
    Planview ProjectPlace
    -
    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 Planview ProjectPlace
    Feature
    Keap
    8.0
    90 Ratings
    10% above category average
    Planview ProjectPlace
    -
    Ratings
    Calendaring9.089 Ratings00 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Keap and Planview ProjectPlace
    Feature
    Keap
    6.4
    150 Ratings
    6% below category average
    Planview ProjectPlace
    -
    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 Planview ProjectPlace
    Feature
    Keap
    5.7
    144 Ratings
    25% below category average
    Planview ProjectPlace
    -
    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
    Project Management
    Comparison of Project Management features of Keap and Planview ProjectPlace
    Feature
    Keap
    -
    Ratings
    Planview ProjectPlace
    7.7
    198 Ratings
    0% above category average
    Task Management00 Ratings8.4191 Ratings
    Resource Management00 Ratings6.7158 Ratings
    Gantt Charts00 Ratings7.7171 Ratings
    Scheduling00 Ratings7.7169 Ratings
    Team Collaboration00 Ratings8.7193 Ratings
    Support for Agile Methodology00 Ratings8.7151 Ratings
    Support for Waterfall Methodology00 Ratings7.8140 Ratings
    Document Management00 Ratings9.0184 Ratings
    Email integration00 Ratings6.4163 Ratings
    Mobile Access00 Ratings7.7147 Ratings
    Timesheet Tracking00 Ratings6.0129 Ratings
    Best Alternatives
    KeapPlanview ProjectPlace
    Small Businesses
    SharpSpring (discontinued)
    Score8 out of 10
    Any.do
    Score8 out of 10
    Medium-sized Companies
    No answers on this topic
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    No answers on this topic
    Microsoft To Do
    Score7.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    KeapPlanview ProjectPlace
    Likelihood to Recommend
    5.3
    (210 ratings)
    8.1
    (198 ratings)
    Likelihood to Renew
    9.0
    (40 ratings)
    9.2
    (9 ratings)
    Usability
    5.2
    (28 ratings)
    10.0
    (75 ratings)
    Availability
    9.1
    (6 ratings)
    9.1
    (2 ratings)
    Performance
    9.1
    (6 ratings)
    9.1
    (2 ratings)
    Support Rating
    9.0
    (26 ratings)
    8.0
    (72 ratings)
    In-Person Training
    9.1
    (6 ratings)
    -
    (0 ratings)
    Online Training
    8.6
    (7 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.0
    (8 ratings)
    9.1
    (1 ratings)
    Configurability
    2.0
    (1 ratings)
    6.4
    (1 ratings)
    Ease of integration
    1.0
    (1 ratings)
    9.1
    (1 ratings)
    Product Scalability
    9.1
    (3 ratings)
    9.1
    (2 ratings)
    Vendor post-sale
    6.0
    (1 ratings)
    6.4
    (1 ratings)
    Vendor pre-sale
    1.0
    (1 ratings)
    6.4
    (1 ratings)
    User Testimonials
    KeapPlanview ProjectPlace
    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
    Planview
    Planview ProjectPlace is a vibrant platform that manages all activities and schedules different roles based on their urgency, importance, and requests. Further, Planview ProjectPlace outlines the need for proper documentation with the aim of accurate referencing. Tasks are credibly shared, and proper reporting is enhanced to transform firms' work environment. ; Lastly, Planview ProjectPlace brings sustainable email integration for enterprises.
    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
    Planview
    • Easy of use. Modules are well define.
    • Navigation: Users can use the tool's search functionality to find what they are looking for easily. The home page is configurable to the users' needs.
    • The knowledge center is a key function to understand the tool capabilities.
    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
    Planview
    • Under the time tracking, it would be nice to have a set template that would load each week and not have to click a button to load the previous week's template.
    • Somehow making it more intuitive.
    • Having to add in each service line and each detail that I cover for every service line each week is a bit ridiculous.
    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
    Planview
    We're committed now & have >50 users on Projectplace. All our projects are now tracked in the tool. We this investment of time & training, the cost of maintaining Projectplace is relatively low for the benefit. So we will renew, even if there are some idiosyncrasies in the tool & there are opportunities for improvement.
    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
    Planview
    Easy to use platform and provides the user with an amazing experience and straightforward tools that empower and help execute tasks with fast performances that allow quick and easy service delivery. Easy on implementation and get started immediately with enterprise-ready Planview Projectplace and start to connect with teams and departments at once.
    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
    Planview
    No downtime-issues since the implementation. It has been very stable
    Incentivized
    Read full review
    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
    Planview
    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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    Planview
    I haven't needed to get in touch with support because the product is quite well structured and understandable. There were no issues initially when making payments or later for monthly payments. The project manager using the software is quite skilled in the software and has not needed much help. New licenses are easy to acquire, and there is no delay in getting them. I know there are several ways of support available, so that's a plus.
    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
    Planview
    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
    Planview
    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
    Planview
    create an extensive change management process to help folks embrace the change
    Read full review
    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
    Planview
    [In my experience] Jira is more refined, better looking, and easier to become familiar with. Also, the massive market share of Jira helps in consultancy as you can switch between clients easily. Projectplace has many powerful tools but so does Jira, and Jira integrates with our suite of software much easier compared to Projectplace.
    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
    Planview
    It is a bit more difficult to fluently use in large scale implementations
    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
    Planview
    • [We have the] ability to support remote work through projects that scale across multiple groups
    • We have large-scale quarterly projects, so the ability to save and duplicate project templates are helpful for us to keep track of tasks down to the specific card
    Incentivized
    Read full review
    ScreenShots

    Keap Screenshots

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

    Planview ProjectPlace Screenshots

    Screenshot of Collaborative Workstream: Streamlined interaction between activities, boards and cards. Users can plan and follow up in the Gantt while their teams execute and collaborate for optimum productivity on the Kanban boards.Screenshot of Document Management: This helps to ensure changes to documents are visible in real-time. Version control ensures that team members see the latest document versions with access to document history.Screenshot of Gantt Charts: These support planning and visualizing every step of enterprise work and projects with Projectplace Gantt Charts. Track progress to make sure you'll meet your deadlines and know when things are not happening on time.Screenshot of Kanban Boards: This enables teams to execute and collaborate for optimum productivity, and includes activity notifications, messaging and visualizations of progress of day-to-day tasks.Screenshot of Workload View: A visualization of the workload of members in all workspaces, used to determine whether a team member is overloaded with work, or has room to do more.Screenshot of Workspace Overview: This offers an overview of all work and tasks that have been assigned across all workspaces. Personal tasks can be added that help offer a more complete picture of what's left to do.