Keap vs. Springbot

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

Well Suited For:

• Small businesses with small marketing teams.
• Shopify Customers.
• Small businesses that want more reporting/segmented lists.
• Businesses that are upgrading from a service like Constant Contact or Mailchimp.

Less appropriate

• Customer who are currently using Klaviyo.
• Business who do not have a Shopify website.

• 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

• The demographic data was great. I could see how many males vs. females, ages, income, married, with or without children. It gave me a good idea of who my customers were.
• Using their tracking URLs in all of our campaigns allowed us to get a better idea of what exactly was driving revenue.
• Not only could I see top performing products, which I can do within Magento, I could also see top selling categories and colors.
• I can pull a Coupon Usage report our of Magento, but Springbot gave me additional info like AOV and ROI on those codes.
• Springbot also gave me a lot of info about our abandoned carts. It shows us which products are most abandoned along with views, conversion rates, etc.
• Springbot gave us an Instagram Shop page that allowed us to curate social shares and then tie them to products on our site.

Incentivized

• 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

• After our purchase, I let spring or know that I was currently too busy to implement the system and to put things on hold. They ignored this request and kept charging us a monthly fee without using any of their systems. I have only logged in once. Nothing has been set up. They can see that from their side.
• After multiple emails back and forth their out was in the user agreement. I never asked for my money back only credit so I can regroup and when I have time get on to implant the systems. They tell me they don't do that.
• They don't care about any of the customer's needs. They only care about charging you that monthly fee. Terrible bus plan. With enough bad feedback, they will suffer from such a narrow plan.
• I wish we had actual information about the cons using the system. Unfortunately I was not given the opportunity to do unless I wanted to keep paying while not using the system.

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.

Incentivized

Springbot has top navigation that helps me quickly jump from emails to social, and reporting very easily.

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.

Incentivized

We have raved about Springbot's support because they always get back with us so quickly. Our rep, Jared has been phenomenal in helping us, always being available to chat with us and explaining some of the metrics with us so we can better understand. He completely handles our ads, checks on them, and lets us know when to update and why.

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

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.

Incentivized

Springbit is more expensive, more complicated and delivered less.

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.

Incentivized

• Springbot gave us a better idea of who our customer was. We just launched in January 2015 having been B2B previously. So we weren't really sure who we were marketing to.
• I only paid $200/month for the service so I didn't waste a ton of money trying it out. They have a 30 day cancellation policy so I wasn't stuck in a year long contract.
• It was a let down because I had such high hopes of everything it would allow me to do and see with one platform. Give them a couple more years and I think they will work out the kinks.

Incentivized