Keap vs. SafeOpt

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Keap
Score 8.1 out of 10
N/A
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
SafeOpt
Score 8.0 out of 10
N/A
AddShoppers provides social log in solutions to online merchants. Some key features include: Automated Email Responses, Dynamic Content, and Lead Segmentation.
$0
Up to 5,000 Monthly Uniques
Pricing
KeapSafeOpt
Editions & Modules
Pro
$199.00
per month
Max
$289.00
per month
Max Classic
Contact Us
per year
Pro
$17
Per each 5,000 Monthly Uniques
Enterprise
$500+
Priced based on usage
Community
Up to 5,000 Monthly Uniques
Offerings
Pricing Offerings
KeapSafeOpt
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptional$500 per brand
Additional DetailsAll plans with 1 user and 500 contacts. The price is $30.00 for each additional user.
More Pricing Information
Features
KeapSafeOpt
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Keap
7.7
29 Ratings
3% above category average
SafeOpt
-
Ratings
Task management8.620 Ratings00 Ratings
Billing and invoicing management7.516 Ratings00 Ratings
Reporting6.927 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 Product A and Product B
Keap
7.1
150 Ratings
6% below category average
SafeOpt
-
Ratings
WYSIWYG email editor8.850 Ratings00 Ratings
Dynamic content8.647 Ratings00 Ratings
Landing pages6.5134 Ratings00 Ratings
A/B testing6.310 Ratings00 Ratings
Mobile optimization7.1124 Ratings00 Ratings
Email deliverability reporting7.5149 Ratings00 Ratings
List management8.3147 Ratings00 Ratings
Triggered drip sequences9.049 Ratings00 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
Keap
8.0
151 Ratings
3% above category average
SafeOpt
-
Ratings
Lead nurturing automation8.2146 Ratings00 Ratings
Lead scoring and grading7.0128 Ratings00 Ratings
Data quality management7.1129 Ratings00 Ratings
Automated sales alerts and tasks8.4138 Ratings00 Ratings
Automated follow-ups9.11 Ratings00 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
Keap
7.7
89 Ratings
14% above category average
SafeOpt
-
Ratings
Calendaring8.488 Ratings00 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Keap
6.5
148 Ratings
20% below category average
SafeOpt
-
Ratings
Dashboards7.155 Ratings00 Ratings
Standard reports6.0144 Ratings00 Ratings
Custom reports6.5136 Ratings00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
Keap
6.0
142 Ratings
25% below category average
SafeOpt
-
Ratings
API6.5126 Ratings00 Ratings
Role-based workflow & approvals7.3108 Ratings00 Ratings
Customizability6.9138 Ratings00 Ratings
Third-party software integrations7.31 Ratings00 Ratings
Mobile app for sales & marketing automation5.51 Ratings00 Ratings
Best Alternatives
KeapSafeOpt
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Mad Mimi
Mad Mimi
Score 10.0 out of 10
Medium-sized Companies
Nimble
Nimble
Score 7.1 out of 10
VerticalResponse
VerticalResponse
Score 10.0 out of 10
Enterprises
Agile CRM
Agile CRM
Score 7.7 out of 10
Emma by Marigold
Emma by Marigold
Score 8.6 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
KeapSafeOpt
Likelihood to Recommend
8.1
(209 ratings)
8.0
(1 ratings)
Likelihood to Renew
9.0
(40 ratings)
-
(0 ratings)
Usability
5.2
(25 ratings)
-
(0 ratings)
Availability
9.1
(6 ratings)
-
(0 ratings)
Performance
9.1
(6 ratings)
-
(0 ratings)
Support Rating
9.0
(26 ratings)
-
(0 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)
-
(0 ratings)
Vendor post-sale
6.0
(1 ratings)
-
(0 ratings)
Vendor pre-sale
1.0
(1 ratings)
-
(0 ratings)
User Testimonials
KeapSafeOpt
Likelihood to Recommend
Keap
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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AddShoppers
It [AddShoppers Social Login] is well suited for those who are looking to grow their business and able to target the] right customers who visit their websites. They also provide tons of tools and templates to work with. Their email marketing tool will also help to grow [the] customer base very much. They [AddShoppers Social Login is] also very good at creating brand awareness by running multiple campaigns. The customer service which they have is remarkable.
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Pros
Keap
  • 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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AddShoppers
  • Easy to implement and work with.
  • Excellent customer support with lots of creative ideas.
  • What they promise is what they do .
  • They [are] able to increase website conversion rate thereby it increase[s] our sales.
Read full review
Cons
Keap
  • 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
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AddShoppers
  • [The] dashboard has a limited number of details where we [are not] able to fetch for what we need.
  • Social sharing could have been much better.
  • Sometimes it does slow down our sites when we install their widget, but having [the] best customer support helps us to overcome this issue.
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Likelihood to Renew
Keap
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.
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AddShoppers
No answers on this topic
Usability
Keap
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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AddShoppers
No answers on this topic
Reliability and Availability
Keap
There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.
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AddShoppers
No answers on this topic
Performance
Keap
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.
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AddShoppers
No answers on this topic
Support Rating
Keap
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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AddShoppers
No answers on this topic
In-Person Training
Keap
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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AddShoppers
No answers on this topic
Online Training
Keap
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.
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AddShoppers
No answers on this topic
Implementation Rating
Keap
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.
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AddShoppers
No answers on this topic
Alternatives Considered
Keap
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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AddShoppers
We never used [any] other product for our marketing purpose. We thought of giving a try to improve our sales and increase our brand awareness. We never regret of choosing this as our priority. They always backup us with their customer support with great ideas and plans which is very effective to improve our sales.
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Scalability
Keap
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.
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AddShoppers
No answers on this topic
Return on Investment
Keap
  • 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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AddShoppers
  • I see only positive impact when started using it.
  • It increased our organic sales in short period of time.
  • Brand awareness was done properly.
  • We are able to focus on right customer at right time.
  • Only thing they need to improve is their dashboard feature.
Read full review
ScreenShots

Keap Screenshots

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