Keap vs. Sembly.AI

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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Powow is well suited for meetings, multi-meetings, and having everyone in the team involved. It simplifies the process of decision-making and any process within our business that needs multiple people working at the same time. It allows people to focus on the meeting instead of taking notes as Powow uses audio transcription to create summaries about everything said. It also allows getting relevant insights and analytics that are really helpful for the business. In my own case, being a fashion and design store requires hand on meetings and work that can't be done thru the internet. Also, for very important meetings or information, you can't really rely on the transcripts as they are not perfect. Even though Powow is relatively new, it has mainly positive aspects.

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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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• It facilitates the communication among people within our business.
• Includes the option to have multi-meetings.
• Provides a transcript of everything said during the meeting.
• Provides summaries for easy recap and follow up.

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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

• As it is a new platform, some functions can be pretty basic.
• The summarizing notes are not always perfect, this could be improved.
• Navigation around the platform is not as intuitive as it could be for new users.

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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.

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

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.

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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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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.

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Even though all of the mentioned platforms are helpful for meetings and teamwork, Powow is so much better. First, it allows multi-meetings, facilitating the job of the managers and heads of every team to be involved in all the work done. Also, it has audio transcripts that avoid the need for note-taking, making people pay full attention to the meeting. Provides as well insights and analysis related to the business and meeting content that are really helpful for the business. The AI component to extract patterns and sentiments across multiple meetings is a huge tool for managers and heads of teams to identify key issues and mitigate risks.

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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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• Reduced the design thinking and design process time in half as it helped with team communication.
• Allowed to start multiple projects during the year.
• Gave helpful insights that allowed the business to increase customer satisfaction and sales.
• Cut costs on physical offices as 90% of the job is done remotely.

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Independently Invited by TrustRadius

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