Keap vs. Twilio SendGrid

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

If you're prepared to build out your whole staff UX, audience creation, email production, and analytics on your own using API, this tool may have that flexibility. If you require a sturdy drag and drop production tool, this tool has it but at the expense of a lot of other critical functionality. Out of the box analytics/reporting, is extremely limited. Complex queries, even something like pulling those who haven't engaged in email within a certain time period, is clunky. If you require any support at all, this is not the tool for you. I'm a deliverability consultant and have used many of the top email marketing tools and SendGrid has been extremely difficult for my team. I do not recommend it. Shiny and bright during sales, pretty disappointing thereafter.

• 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

• Managing email lists / audiences is easy with features like groups and segments.
• They provide pre-built email templates that are very easy to modify. It is also super easy to create new email templates with their drag-and-drop email builder.
• Provides clear / easy-to-read analytics of email campaigns.
• I can easily import large email contact lists all at once or add a user manually one-at-a-time, when needed.

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

• Not necessarily their Email API but their email in general - they are currently in beta for automated email sequences but are still bare bones. Much more work is needed before it can be used mainstream and be able to convert everything to SendGrid.
• Helping with warming up our dedicated IP for the best-sending score.
• We seem to hit the promotions folder a decent amount (maybe the IP problem above) and even a lot of their emails hit my spam or promotions folder (whether they be transactional or marketing) which isn't a great sign when trusting an ESP.
• Transactional email sequences would be a huge plus.
• Now that Twilio owns SenGrid, having an integrated platform where you could see all our transactional emails together.
• Better reporting and split reporting between transactional and marketing emails.

Incentivized

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

It is usable but needs improvement in overall user experience and ease of use. A new joinee/anyone new to the tool would need more tarining currently before he can use the platform seamlessly. The set-up to value realization time for Twilio SendGrid customers is generally high because of this concern.

Incentivized

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

Twilio SendGrid Email API is everything we want it to be, and we have no reason to look for any other solution. Features and pricing match exactly what we need. As developers for SaaS products, Twilio SendGrid Email API provides a great service. I hope that they stay this way and don't inflate the service with too many marketing oriented features, because there are other tools for that and Twilio SendGrid Email API is a API for sending email first and foremost.

Incentivized

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

Sendgrid has a lot of features that other providers have and a few more - like the dynamic template builder, which AWS SES doesn't have. We choose the provider based on the scenario of use and the provider we're using. If we're going to be making regular changes to a template, then we'd go with Sendgrid, as the changes will be easier to make and don't necessarily require developer intervention.

Incentivized

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

• As it was cheaper than the transactional service we previously used, it saved costs.
• The API was relatively easy to work with so it helped us ship the service and test it quickly.
• We still use the transactional email service, even though we recognize its limits as it meets our immediate needs.

Incentivized