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

Twilio SendGrid is well suited for those organizations who need to send mass emails very often to their prospects and customers and thus may be wary of a reliable tool that can do that without affecting domain reputation. It may be less suited for organizations which do not have say more than 10,000 target prospects and thus may rely only on 1:few ABM for sending emails.

Incentivized

• 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

• Drag and drop email designer for transactional emails - super nice even though I do code, it's much quicker and easier to implement without code.
• Very simple implementation. Only a few lines of code need to be added in our backend and boom we were up and running in less than a day.
• Listening to customer feedback. They regularly send emails about new features and ask for feedback to improve their software.
• Some of the cheapest and best dedicated IPs.
• Easy integration and setup between marketing and transactional emails. Super helpful to have everything in one place.

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

• Actually viewing previous emails dispatched. SendGrid does not have this feature - although it provides numbers on emails dispatched within 3 days for the cheapest plan.
• The service asks you to pay more (although a minimal amount) to have visibility on email activity upto 30 days in the past.
• The API doesn't allow an export of a report of email activity over a period of time. It can be quite frustrating at times to be limited in this way.
• Their customer support isn't the best. Certainly some room for improvement there.

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 has the potential to be really cool. However, it feels as if it was created by developers for developers (and I work with developers, yet even for me the instrument was somewhat not easy to use - just read SendGrid's help manuals...) However, if you are into data and your way of thinking is more mathematical rather than lyrical, you'll enjoy this instrument

Incentivized

There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.

I haven't had any performance issues with Infusionsoft. Every time I use the software everything seems to run quickly and smoothly.

Incentivized

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

This training is taught often to the lowest common denominator so as to help as many customers of theirs as possible. We do the training and coaching and implementations for our clients. But clients who I know who have been to their training get trained well. The gap that can exist lies in you doing your part and really investing in using and building out the application. The training and education is only as good as your willingness to apply it.

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.

If you do this by yourself it will likely take you 6-9 months to get it entirely set up, unless you have a full-time dedicated person handling it. I recommend hiring a prof service company to implement it for you. They should be able to do it all in 90 days or less.

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

My company had been using Postmark which was cheap but extremely limited. It was great for transactional email but not marketing. We also used ActiveCampaign for marketing emails but our list size made using that tool too expensive. We thought we were getting the best of both worlds with SendGrid but it has been disappointing.

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

• Switching to Sendgrid has saved us over $3000/year compared to using other platforms.
• Sendgrid has saved us time as the process for creating email campaigns is so easy.
• Because of the time and financial savings, we have been able to spend more time/money on creating more appropriate marketing strategies which, in turn, has generated more revenue.

Incentivized