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
Solutionreach
Score7 out of 10
N/A
Solutionreach is patient relationship management and appointment system dentists office, with reputation management, marketing features, and a patient portal. Solutionreach is headquartered in Lehi, Utah.
N/A
Pricing
Keap
Solutionreach
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
Keap
Solutionreach
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Optional
No setup fee
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
I would stay away from this company. Not sure why the change, but over the past 2 years literally every level of the organization from tech support through to the CEO has shown complete lack of responsiveness, concern or interest in solving their most loyal client's most basic problems. Their incompetence finally drove us to cancel our accounts after over 10 years with them.
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
SR will email, text or call your appointments as many times or as few as you want to remind them of their appointments with you. * Ours are set to 2 days before and 2 hours before the appointment.
You can set up SR to recall patients and remind them they need to schedule an appointment if they have not been seen in your office. * When we first turned this on we had to set the recurrence WAY out because we received so many appointments we became booked 4 months out. It is now set to every 12 months.
This one saves you money on the cost of postcards and stamps not to mention the time it takes your staff to put them all together.
Group Messages are the BEST! This enables your office staff to notify patients for a whole day or week about a closing, delay or any changes in your schedule with one quick email instead of someone having to take home a print-out and make these calls from home.
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
Landline versus mobile and email. If a patient has a landline and an email or a landline and a mobile number it automatically eliminates the landline confirmation. Some of our eldery patients don't like or know how to text but they have a cellphone. I have a multitude of patients I still have to make a confirmation phone call to because SR won't send a landline call because they have a mobile number.
Newsletter editing. Wish it was a little easier to edit. That being said I do love the overall selection and use of Newsletters.
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
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
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
Solutionreach, in my opinion, is more user-friendly. They are also very quick to offer a helping hand in areas that might stump us. I also love that unlike Demandforce when we were using it Solutionreach is always on top of things. If for some reason our server has an issue and they don't receive the upload they need with our information someone is on the phone calling me to let me know. This is not the case with all software systems most don't inform you, you have to call for help when you notice that it hasn't uploaded with the data. This could put you weeks behind on your correspondence.
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
Increased revenue from appointments that may have been missed had they not received a confirmation or reminder call about an appointment. Able to fill that spot with someone else...
Keeps our physicians in the forefront of the patients minds when thinking about healthcare for their child.
We take pride in being a part of a family in assisting them with the care of their children. So birthday reminders and fun flyers or newsletters allow us to stay connected.
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
