Keap 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
Referral Factory
Score9.3 out of 10
Mid-Size Companies (51-1,000 employees)
Referral Factory is referral marketing software for medium-sized and enterprise businesses. It helps teams build and manage branded referral programs, connect with CRM and payment systems, automate rewards, and track referrals at scale without ongoing developer support.
$200
per month
Pricing
Keap
Referral Factory
Editions & Modules
Pro
$199.00
per month
Max
$289.00
per month
Max Classic
Contact Us
per year
Basic
$200
per month
Pro
$400
per month
Enterprise
$1,000
per month
Offerings
Pricing Offerings
Keap
Referral Factory
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
Optional
Optional
Additional Details
All plans with 1 user and 500 contacts. The price is $30.00 for each additional user.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It is well suited for businesses that need the ability to create good-looking professional referral campaigns within a short time frame and do not have coding experience. I would say it is ideal for perhaps eCommerce site owners and store owners who want to launch referral programs but do not have the resources available within their company to assign a developer or someone with coding knowledge to set up and integrate.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The platform is user-friendly with various types of guidance such as chatbot, videos, and articles, to assist the users.
Referral Factory provides diverse methods of advertising referral programs, offering templates for a wide variety of industries that users can tailor to fit their brand guidelines.
Referral Factory provides a detailed dashboard with key performance indicators to help marketers adjust referral campaigns to maximize conversion rates.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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 needs some improvement to really smooth out the workflows. Overall it's not bad, but could always be better.
There isn't good documentation on how to configure and use the solution. It's like they assumed they built to be obvious enough to where anyone can figure it out, but for things that have more nuances, users could really benefit from some tooltips and/or documentation.
Pricing is pretty high, it would be nice to have a lower tier so businesses with a small income stream can start to benefit from referral programs.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Referral Factory's overall usability is great. The interface was really easy to learn and use and there are also helpful video tutorials if you have any questions along the way while building your new campaign. The process of sharing the referral link is also really easy and Referral Factory provides multiple methods of sharing the link which is a nice feature as well.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
We have been very grateful for the ongoing support from the Referral Factory team who have gone above and beyond not only to help us get set up but have provided great insight into how to optimise our campaign
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Referral factory has following features that I find more helpful in achieving my business needs: 1. Customization 2. Data Analytics 3. Ease of setting up and integrations 4. Affordability. As per my experience one feature that really comes in handy in Referral Factory is its integration with my CRM, which allows me to import the customer data i.e. emails, hassle free.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Referral Factory led to a 30% boost in customer acquisition, translating to a measurable ROI. The incentivized referral programs effectively expanded our customer base, contributing significantly to revenue growth.
By fostering customer loyalty through referral incentives, Referral Factory contributed to a 25% increase in CLV. The long-term value generated from retained, engaged customers showcased a positive and sustainable impact on ROI.
Compared to traditional marketing channels, Referral Factory demonstrated a 20% reduction in customer acquisition costs. The cost-effectiveness of leveraging existing customer networks for referrals positively impacted overall business profitability and marketing ROI.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
