Keap vs. Uberflip

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.

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Uberflip is well suited to bring your larger organization into sharing content. Instead of relying only on marketing to be driving content, Uberflip has made it easy to integrate content into the sales process or client services process, with the ability to make the experience unique to sales or CS. Where Uberflip may not be as suited is if you are looking for landing pages to capture leads, most of the time for landing pages designed to sell a product you want to add specific feature copy and be able to place a gate over content without having a user jumping from page to page, while also having the gate capturing information and allowing you to trigger activities from your marketing automation system. Uberflip doesn't allow you to add copy or manipulate a landing page and only allows you to add information from a gate to a static list, which does not allow you to automate the process.

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• 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!

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• Integration into already existing CRM platforms, like Marketo.
• Robust back-end reporting with the what seems like endless filters.
• High-level of support from both the account management and technical teams.
• Problem-solving with a focus on your end goal or what you are trying to accomplish.

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• 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

• Decent amount of bugs in the system, constantly need to work with support.
• Continues to raise their prices without adding much extra value.
• Lots of turnover on their customer team's.
• Somewhat customizable but could use some work on making hubs not all look exactly the same.
• Mixed bag on the helpfulness of their teams.
• Not overly proactive with suggestions for optimization or knowledge of their accounts.

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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.

This serves all of our content marketing needs, but our sales team does need a more robust sales enablement solution. It's hard to have the engagement/usage data for different kinds of content in disparate systems. But I've looked for years and been unable to find a one-size-fits-all solution to solve all marketing and sales enablement use cases.

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.

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For me this has been very easy to use. Once we got the basics down it was easily repeatable and if we did end up having questions our point of contact was very helpful and fast in getting our questions answered. If it was above their capabilities they brought in a support professional who really made it easy for us to learn and replicate their steps.

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

After using Uberflip for more than a year, we have yet to experience any down time.

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.

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The support and the team at Uberflip is THE BEST!!! They are seriously so great. They got to know me on a personal level and really cared about getting my Hub set up the way I wanted and they want my Hub to be successful. They even took a few of us out to dinner when they were in my area for a marketing event. They are always there to help me and only a quick email or phone call away

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.

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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.

It wasn't exactly training but there was a step by step check list of things in a project the Uberflip team shared with me. There were links to helpful articles on it that walked me through how to set things up

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.

The implementation team was with us every step of the way, helping us map what needed to be done, providing examples of other customers and being as hands-on as we needed

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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.

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When it comes to asset management, Uberflip has a HubSpot beat. That doesn't mean HubSpot isn't necessary for other functions, but when it comes to the content itself, the backend organization, reporting (item and stream level), and delivery of the content is much more useful in Uberflip. Otherwise, they have the same learning curve.

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.

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• It has enabled us to track the performance of the content being sent out by sales. Now we can make data-driven content decisions.
• Have had multiple use cases where Sales Assist was able to reengage prospects that were thought to be lost.
• Content management has been key, it has been extremely helpful to centralize content in Uberflip.

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