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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Keap

    Score6.2 out of 10
    N/AKeap 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

    Sugar Sell (SugarCRM)

    Score9 out of 10
    N/ASugar Sell from SugarCRM is a collaborative CRM, allowing users to track and monitor activities, map each customer’s journey. Sugar Sell replaces former editions of the SugarCRM product, including the SugarCRM Community Edition, the open source edition, which is discontinued.

    $19

    per month per user (3 users minimum, billed annually)

    Pricing
    KeapSugar Sell (SugarCRM)
    Editions & Modules
    Pro
    $199.00
    per month
    Max
    $289.00
    per month
    Max Classic
    Contact Us
    per year
    Essentials
    $19
    per month (billed annually) per user (3 user minimum, 9 user maximum)
    Standard
    $59
    per month (billed annually) per user (10 User Minimum)
    Advanced
    $85
    per month (billed annually) per user (10 user minimum)
    Premier
    $135
    per month (billed annually) per user (10 user minimum)
    Offerings
    Pricing Offerings
    KeapSugar Sell (SugarCRM)
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional DetailsAll plans with 1 user and 500 contacts. The price is $30.00 for each additional user.—
    More Pricing Information
    Community Pulse
    KeapSugar Sell (SugarCRM)
    Considered Both Products
    Thryv
    Chose Keap
    This beats all the other issues out there with as close as you can get to all-in-one. Stop using Excel, contacts, mailchimp and Stripe.... get it all together.
    Incentivized
    SugarCRM
    No answer on this topic
    Key User Insights
    Would buy again
    87%
    Would buy again
    74 Answers
    70%
    Would buy again
    7 Answers
    Delivers good value for the price
    92%
    Delivers good value for the price
    73 Answers
    86%
    Delivers good value for the price
    6 Answers
    Happy with the feature set
    87%
    Happy with the feature set
    74 Answers
    80%
    Happy with the feature set
    8 Answers
    Lived up to sales and marketing promises
    90%
    Lived up to sales and marketing promises
    66 Answers
    100%
    Lived up to sales and marketing promises
    6 Answers
    Implementation went as expected
    95%
    Implementation went as expected
    69 Answers
    80%
    Implementation went as expected
    4 Answers
    Features
    KeapSugar Sell (SugarCRM)
    CRM Project Management
    Comparison of CRM Project Management features of Keap and Sugar Sell (SugarCRM)
    Feature
    Keap
    7.7
    29 Ratings
    7% below category average
    Sugar Sell (SugarCRM)
    3.0
    28 Ratings
    88% below category average
    Task management8.820 Ratings4.026 Ratings
    Billing and invoicing management7.416 Ratings3.018 Ratings
    Reporting7.127 Ratings2.024 Ratings
    Automated CRM activity logging6.41 Ratings00 Ratings
    Sales pipeline management9.11 Ratings00 Ratings
    Email & Online Marketing
    Comparison of Email & Online Marketing features of Keap and Sugar Sell (SugarCRM)
    Feature
    Keap
    5.9
    152 Ratings
    27% below category average
    Sugar Sell (SugarCRM)
    -
    Ratings
    WYSIWYG email editor9.050 Ratings00 Ratings
    Dynamic content8.947 Ratings00 Ratings
    Landing pages4.0136 Ratings00 Ratings
    A/B testing6.410 Ratings00 Ratings
    Mobile optimization4.5126 Ratings00 Ratings
    Email deliverability reporting4.5151 Ratings00 Ratings
    List management4.5149 Ratings00 Ratings
    Triggered drip sequences9.049 Ratings00 Ratings
    Lead Management
    Comparison of Lead Management features of Keap and Sugar Sell (SugarCRM)
    Feature
    Keap
    5.5
    153 Ratings
    29% below category average
    Sugar Sell (SugarCRM)
    -
    Ratings
    Lead nurturing automation5.0148 Ratings00 Ratings
    Lead scoring and grading4.0130 Ratings00 Ratings
    Data quality management4.5131 Ratings00 Ratings
    Automated sales alerts and tasks5.0140 Ratings00 Ratings
    Automated follow-ups9.11 Ratings00 Ratings
    Campaign Management
    Comparison of Campaign Management features of Keap and Sugar Sell (SugarCRM)
    Feature
    Keap
    8.0
    90 Ratings
    10% above category average
    Sugar Sell (SugarCRM)
    -
    Ratings
    Calendaring9.089 Ratings00 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Keap and Sugar Sell (SugarCRM)
    Feature
    Keap
    6.4
    150 Ratings
    6% below category average
    Sugar Sell (SugarCRM)
    -
    Ratings
    Dashboards7.255 Ratings00 Ratings
    Standard reports4.0146 Ratings00 Ratings
    Custom reports8.0137 Ratings00 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of Keap and Sugar Sell (SugarCRM)
    Feature
    Keap
    5.7
    144 Ratings
    25% below category average
    Sugar Sell (SugarCRM)
    -
    Ratings
    API8.0127 Ratings00 Ratings
    Role-based workflow & approvals4.5110 Ratings00 Ratings
    Customizability5.0140 Ratings00 Ratings
    Third-party software integrations7.31 Ratings00 Ratings
    Mobile app for sales & marketing automation5.51 Ratings00 Ratings
    Sales Force Automation
    Comparison of Sales Force Automation features of Keap and Sugar Sell (SugarCRM)
    Feature
    Keap
    -
    Ratings
    Sugar Sell (SugarCRM)
    4.8
    33 Ratings
    48% below category average
    Customer data management / contact management00 Ratings5.032 Ratings
    Workflow management00 Ratings6.028 Ratings
    Territory management00 Ratings6.026 Ratings
    Opportunity management00 Ratings7.026 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings7.029 Ratings
    Contract management00 Ratings3.026 Ratings
    Quote & order management00 Ratings4.024 Ratings
    Interaction tracking00 Ratings3.030 Ratings
    Channel / partner relationship management00 Ratings2.025 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Keap and Sugar Sell (SugarCRM)
    Feature
    Keap
    -
    Ratings
    Sugar Sell (SugarCRM)
    2.3
    24 Ratings
    108% below category average
    Case management00 Ratings3.024 Ratings
    Call center management00 Ratings2.019 Ratings
    Help desk management00 Ratings2.017 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Keap and Sugar Sell (SugarCRM)
    Feature
    Keap
    -
    Ratings
    Sugar Sell (SugarCRM)
    5.5
    25 Ratings
    34% below category average
    Lead management00 Ratings6.022 Ratings
    Email marketing00 Ratings5.023 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Keap and Sugar Sell (SugarCRM)
    Feature
    Keap
    -
    Ratings
    Sugar Sell (SugarCRM)
    3.3
    28 Ratings
    79% below category average
    Forecasting00 Ratings3.024 Ratings
    Pipeline visualization00 Ratings2.025 Ratings
    Customizable reports00 Ratings5.027 Ratings
    Customization
    Comparison of Customization features of Keap and Sugar Sell (SugarCRM)
    Feature
    Keap
    -
    Ratings
    Sugar Sell (SugarCRM)
    5.5
    29 Ratings
    33% below category average
    Custom fields00 Ratings6.029 Ratings
    Custom objects00 Ratings5.026 Ratings
    Scripting environment00 Ratings6.019 Ratings
    API for custom integration00 Ratings5.025 Ratings
    Security
    Comparison of Security features of Keap and Sugar Sell (SugarCRM)
    Feature
    Keap
    -
    Ratings
    Sugar Sell (SugarCRM)
    5.5
    27 Ratings
    42% below category average
    Single sign-on capability00 Ratings5.021 Ratings
    Role-based user permissions00 Ratings6.026 Ratings
    Social CRM
    Comparison of Social CRM features of Keap and Sugar Sell (SugarCRM)
    Feature
    Keap
    -
    Ratings
    Sugar Sell (SugarCRM)
    3.0
    19 Ratings
    86% below category average
    Social data00 Ratings3.019 Ratings
    Social engagement00 Ratings3.016 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Keap and Sugar Sell (SugarCRM)
    Feature
    Keap
    -
    Ratings
    Sugar Sell (SugarCRM)
    4.5
    19 Ratings
    50% below category average
    Marketing automation00 Ratings5.019 Ratings
    Compensation management00 Ratings4.013 Ratings
    Platform
    Comparison of Platform features of Keap and Sugar Sell (SugarCRM)
    Feature
    Keap
    -
    Ratings
    Sugar Sell (SugarCRM)
    4.0
    20 Ratings
    62% below category average
    Mobile access00 Ratings4.020 Ratings
    Best Alternatives
    KeapSugar Sell (SugarCRM)
    Small Businesses
    SharpSpring (discontinued)
    Score8 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    No answers on this topic
    Kintone
    Score9.7 out of 10
    Enterprises
    No answers on this topic
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    KeapSugar Sell (SugarCRM)
    Likelihood to Recommend
    5.3
    (210 ratings)
    2.0
    (59 ratings)
    Likelihood to Renew
    9.0
    (40 ratings)
    8.2
    (26 ratings)
    Usability
    5.2
    (28 ratings)
    3.0
    (10 ratings)
    Availability
    9.1
    (6 ratings)
    10.0
    (1 ratings)
    Performance
    9.1
    (6 ratings)
    10.0
    (1 ratings)
    Support Rating
    9.0
    (26 ratings)
    9.1
    (12 ratings)
    In-Person Training
    9.1
    (6 ratings)
    9.0
    (1 ratings)
    Online Training
    8.6
    (7 ratings)
    8.0
    (1 ratings)
    Implementation Rating
    8.0
    (8 ratings)
    9.0
    (3 ratings)
    Configurability
    2.0
    (1 ratings)
    10.0
    (1 ratings)
    Ease of integration
    1.0
    (1 ratings)
    10.0
    (2 ratings)
    Product Scalability
    9.1
    (3 ratings)
    9.0
    (1 ratings)
    Vendor post-sale
    6.0
    (1 ratings)
    9.0
    (1 ratings)
    Vendor pre-sale
    1.0
    (1 ratings)
    9.0
    (1 ratings)
    User Testimonials
    KeapSugar Sell (SugarCRM)
    Likelihood to Recommend
    Thryv
    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
    Read full review
    SugarCRM
    Sugar CRM is a good tool, but it's complex to customize. It often requires expensive 3rd partners to implement more complex scenarios that SugarCRM struggles to support; coming back with explanations was usually time-consuming and unsupported. The back end is overly complex in terms of what it needs to be, with many redundant database tables and columns.
    Incentivized
    Read full review
    Pros
    Thryv
    • 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
    Read full review
    SugarCRM
    • Great way to keep myself organized. I do not miss appointments with clients since within the system I can input my appointment time and also send out a reminder to my clients.
    • It has a nice layout [that] does not seem to be cluttered. I find it to be very user friendly.
    • It has customizable dashboards which I find beneficial
    Incentivized
    Read full review
    Cons
    Thryv
    • 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
    Read full review
    SugarCRM
    • The back-end programming (logical hooks) for advanced customizations could benefit from a more user-friendly interface
    • General layout could be improved by the addition of modern templates to customize the standard look and feel
    • Support communities could be further improved with the addition of videos on how to do specific configuration, modules.
    Incentivized
    Read full review
    Likelihood to Renew
    Thryv
    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.
    Read full review
    SugarCRM
    Our organization will continue to use Sugar as long as it remains cost effective and it addresses the majority of our needs. I will, however, recommend looking into other options once our needs increase and there is additional budget for some bigger named and more robust platform options. I feel if the application was friendlier to end users we would get better productivity as well.
    Read full review
    Usability
    Thryv
    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
    Read full review
    SugarCRM
    There's a learning curve associated with Sugar. Right away, it's not as easy as an out-of-the-box CRM. Once you learn how to use Sugar, the system fits what your needs are. With any other CRM, you'd be trying to figure out how your company can best fit the CRM. You don't want to change your business cycle for your CRM, the CRM should fit your business cycle.
    Read full review
    Reliability and Availability
    Thryv
    There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.
    Read full review
    SugarCRM
    SugarCRM has never been down for us.
    Read full review
    Performance
    Thryv
    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.
    Read full review
    SugarCRM
    No response time issues ever. Very productive due to its ease of use.
    Read full review
    Support Rating
    Thryv
    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
    Read full review
    SugarCRM
    The support overall at least for us has been phenomenal. Anytime that the system has any Issues at all IT gets in contact from someone from support to get the system back up and running. Have never gone more than 30 minutes with the system not working. So overall I will be definetely recommending this system in any other company that I may work for in the future.
    Incentivized
    Read full review
    In-Person Training
    Thryv
    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
    Read full review
    SugarCRM
    We feel clasroom training is essential to ensure user adoption and buy-in. Video and on-line training courses gave their place but being in a classroom setting enables the Team to make any potential CRM issues visble right up front.
    Read full review
    Online Training
    Thryv
    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.
    Read full review
    SugarCRM
    Only part of an implemementation as noted previously.
    Read full review
    Implementation Rating
    Thryv
    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.
    Read full review
    SugarCRM
    Study, study, and study. Be prepared to train everyday until all processes are flowing nicely. The CRM is the elephant and figuring out where to take the first bite can be a challenge. But there is only one way to eat this elephant, one bite at a time. Systematic planning is very important.
    Incentivized
    Read full review
    Alternatives Considered
    Thryv
    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
    Read full review
    SugarCRM
    SugarCRM is a lot better in many ways then LogicsCRM which I started using when I started as a sales rep at Community Tax. Yet there is still room for a lot of improvements to accommodate a steady workflow. They integration of old CRM files seems to have worked great from Logics to Sugar.
    Incentivized
    Read full review
    Scalability
    Thryv
    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.
    Read full review
    SugarCRM
    Works from 2-300 Users in our experience.
    Read full review
    Return on Investment
    Thryv
    • 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
    Read full review
    SugarCRM
    • Overall seems to be more expensive than other subscription based CRMs.
    • Has positively impact our sales team to make more efficient and accountability among sales teams. Also allows for high level aggregated reporting
    • Has been impactful for all teams, not only sales to track individual activity on a daily, weekly, monthly and quarterly basis
    Incentivized
    Read full review
    ScreenShots

    Keap Screenshots

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

    Sugar Sell (SugarCRM) Screenshots

    Screenshot of a view of Sugar Sell's contacts listScreenshot of Sugar Sell's analyticsScreenshot of a Sugar Sell dashboard