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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

    Trello

    Score8.2 out of 10
    N/ATrello from Atlassian is a project management tool based on a Kanban framework. Trello is ideal for task-management in a to-do list format. It supports sharing boards and cards across users or teams. The product offers a free version, and paid versions add greater automation, collaboration, and administrative control.

    $6

    per month per user

    Pricing
    KeapTrello
    Editions & Modules
    Pro
    $199.00
    per month
    Max
    $289.00
    per month
    Max Classic
    Contact Us
    per year
    Standard
    $6
    per month per user
    Premium
    $12.50
    per month per user
    Enterprise
    $17.50
    per month per user
    Free
    Forever Free
    Offerings
    Pricing Offerings
    KeapTrello
    Free Trial
    YesNo
    Free/Freemium Version
    NoYes
    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.A discount is offered for annual billing and for larger numbers of users.
    More Pricing Information
    Community Pulse
    KeapTrello
    Considered Both Products
    Thryv
    Chose Keap
    I tried HubSpot, and it has many great features. For example, the CRM is free and allows quite a few things initially for those that just get started. However, for more advanced setups, Infusionsoft felt easier and more straight forward. Infusionsoft also seems to be more …
    Incentivized
    Atlassian
    No answer on this topic
    Key User Insights
    Would buy again
    87%
    Would buy again
    74 Answers
    97%
    Would buy again
    104 Answers
    Delivers good value for the price
    92%
    Delivers good value for the price
    73 Answers
    99%
    Delivers good value for the price
    94 Answers
    Happy with the feature set
    87%
    Happy with the feature set
    74 Answers
    99%
    Happy with the feature set
    106 Answers
    Lived up to sales and marketing promises
    90%
    Lived up to sales and marketing promises
    66 Answers
    98%
    Lived up to sales and marketing promises
    63 Answers
    Implementation went as expected
    95%
    Implementation went as expected
    69 Answers
    100%
    Implementation went as expected
    83 Answers
    Features
    KeapTrello
    CRM Project Management
    Comparison of CRM Project Management features of Keap and Trello
    Feature
    Keap
    7.7
    29 Ratings
    7% below category average
    Trello
    -
    Ratings
    Task management8.820 Ratings00 Ratings
    Billing and invoicing management7.416 Ratings00 Ratings
    Reporting7.127 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 Keap and Trello
    Feature
    Keap
    5.9
    152 Ratings
    28% below category average
    Trello
    -
    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 Trello
    Feature
    Keap
    5.5
    153 Ratings
    29% below category average
    Trello
    -
    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 Trello
    Feature
    Keap
    8.0
    90 Ratings
    10% above category average
    Trello
    -
    Ratings
    Calendaring9.089 Ratings00 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Keap and Trello
    Feature
    Keap
    6.4
    150 Ratings
    6% below category average
    Trello
    -
    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 Trello
    Feature
    Keap
    5.7
    144 Ratings
    25% below category average
    Trello
    -
    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
    Project Management
    Comparison of Project Management features of Keap and Trello
    Feature
    Keap
    -
    Ratings
    Trello
    8.4
    223 Ratings
    9% above category average
    Task Management00 Ratings9.5223 Ratings
    Resource Management00 Ratings9.2186 Ratings
    Gantt Charts00 Ratings7.374 Ratings
    Scheduling00 Ratings8.8169 Ratings
    Workflow Automation00 Ratings8.1143 Ratings
    Team Collaboration00 Ratings8.8219 Ratings
    Support for Agile Methodology00 Ratings8.9148 Ratings
    Support for Waterfall Methodology00 Ratings7.8116 Ratings
    Document Management00 Ratings8.2160 Ratings
    Email integration00 Ratings7.4147 Ratings
    Mobile Access00 Ratings9.2193 Ratings
    Timesheet Tracking00 Ratings8.989 Ratings
    Change request and Case Management00 Ratings8.6103 Ratings
    Budget and Expense Management00 Ratings7.374 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Keap and Trello
    Feature
    Keap
    -
    Ratings
    Trello
    6.6
    73 Ratings
    15% below category average
    Quotes/estimates00 Ratings7.250 Ratings
    Invoicing00 Ratings6.643 Ratings
    Project & financial reporting00 Ratings6.859 Ratings
    Integration with accounting software00 Ratings5.845 Ratings
    Best Alternatives
    KeapTrello
    Small Businesses
    SharpSpring (discontinued)
    Score8 out of 10
    Any.do
    Score8 out of 10
    Medium-sized Companies
    No answers on this topic
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    No answers on this topic
    Microsoft To Do
    Score7.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    KeapTrello
    Likelihood to Recommend
    5.3
    (210 ratings)
    9.3
    (223 ratings)
    Likelihood to Renew
    9.0
    (40 ratings)
    9.9
    (6 ratings)
    Usability
    5.2
    (28 ratings)
    9.3
    (61 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)
    9.9
    (81 ratings)
    In-Person Training
    9.1
    (6 ratings)
    10.0
    (1 ratings)
    Online Training
    8.6
    (7 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.0
    (8 ratings)
    8.0
    (2 ratings)
    Configurability
    2.0
    (1 ratings)
    5.0
    (1 ratings)
    Ease of integration
    1.0
    (1 ratings)
    -
    (0 ratings)
    Product Scalability
    9.1
    (3 ratings)
    10.0
    (1 ratings)
    Vendor post-sale
    6.0
    (1 ratings)
    10.0
    (1 ratings)
    Vendor pre-sale
    1.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    KeapTrello
    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
    Atlassian
    For teams or individuals with lots of individual tasks/details to track, Trello is perfect! It basically removes the need for a paper checklist. For those that need an overall project management tool that requires less tasks and more overarching goals, collaboration amongst various teams, and gantt charts I would suggest monday.com
    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
    Atlassian
    • Helps track employees "to do before hire", "to do after hired," and "to do when employee leaves"
    • Provides important information on each employee like personal information along with data collected during the time of hire and during employment time
    • Allows more than one person to be assigned to a task per employee and will remain open until everyone involved has completed their task
    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
    Atlassian
    • I use colour coding a lot so I would like a wider range of colour options.
    • Also as a visual thinker I would like to be able to easily add images to cards.
    • I would like to be able to attach a wider range of file formats to cards.
    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
    Atlassian
    I am very likely to renew Trello, because it doesn't cost anything to do so. I am also very likely to use Trello's upgraded features in the future because a lot of my team's data is stored on there and they have already gotten used to the platform. Trello is very easy for new team members to pick up, making the onboarding and usability very streamlined.
    Incentivized
    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
    Atlassian
    Trello is incredibly intuitive, both on desktop and mobile right away. It is also full of helpful features that make it even easier to use, and is flexible enough to suit almost any organizational need. Onboarding for the software is thorough, but concise, and the service is frequently updated with even more QOL improvements.
    Incentivized
    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
    Atlassian
    yes always support available when I need it!
    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
    Atlassian
    Never experienced issues with the above!
    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
    Atlassian
    I haven't reached out to their support very often and their support is very limited anyway for the free users. They do have tons of great articles and videos in their Help Center and constantly send emails with updates and add-ons to the product. The fact that I've barely ever had to contact their support team means that they've developed a great product.
    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
    Atlassian
    It was helpful and informative! It was back before the pandemic in 2019 so I'm not sure if they still do it but I really enjoyed the experience
    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
    Atlassian
    No answers on this topic
    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
    Atlassian
    For our small business, getting a few of us started well on Trello was the key, I think. As long as a couple of us were really comfortable with the interface, we could lead others and help them with any questions. From now on, anyone who works with us just naturally uses Trello for information sharing - it's just part of what we do.
    Incentivized
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    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
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    Atlassian
    Trello is more simple and not as "robust" as the other tools, but it's easier to use and manage and understand and ACTUALLY get stuff done with. It's simplicity is part of the beauty of using it. You don't need a million options that nobody uses, you just need to get stuff done.
    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
    Atlassian
    Feels like anyone across the org (no matter their location) can use the tool easily!
    Read full review
    Professional Services
    Thryv
    No answers on this topic
    Atlassian
    Not sure if we use those
    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
    Atlassian
    • Trello keeps me organized, focused, and on track. I could filter the Trello board to only see my issues and understand what I needed to work on and when.
    • Trello helped our team implement an agile structure. It's a very simple kanban method of viewing all of your team's tasks and statuses. You can completely customize the columns to your team's specific workflow and create tags relevant to your work.
    • Trello helps reduce unnecessary communications between teams. When I want to request translations, I simply create a card on the localization Trello board -- no need to directly message anyone on the team, and I can watch the status of the card change from "in progress" to "in review" to "translated," all without having to directly ask for updates.
    Incentivized
    Read full review
    ScreenShots

    Keap Screenshots

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