Keap vs. Volusion

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

For a small business in need of a few more tools than basic platforms, Volusion is a good option. However, if you want infinitely customizable [tools] or to have multiple integrations extracting your orders and products data, then Volusion is quite limited. Additionally, if you lack in-house development teams, Volusion is a good product that is friendly for users who are not necessarily tech-savvy.

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

• Easy to Use. Non-technical employees can be simply trained. If you can use a social network, you can manage the backend of Volusion.
• All-In-One -- without any add-ons, Volusion is a turnkey solution for eCommerce. No programming knowledge is required, no modules are needed (unless you have very advanced needs), and it features everything from website text, products, email marketing, customer accounts, shipping calculations, and back-end payment and order processing.
• Allows for inventory tracking (such as Small, Medium, Large or Male/Female)
• Allows for kitting (creating product bundles, up-sells, add-ons, and more)
• Easy to customize -- with a little HTML knowledge, you can easily customize the free templates included in Volusion to create a personalized, dynamic web presence without the need for hiring expensive designers
• Provides a great experience for the customer. Everything from search results, product display, shopping carts, wishlists, and the actual order process are delivered in a professional manner that will keep your customer feeling confident about making their purchase.
• Easily integratable with Google Analytics with Sales Goal tracking -- this allows you to see where customers are coming from, what they are looking at, what they are purchasing, and when they are abandoning their carts.

• 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

• Feature implementation. While they have a ton of features, they're often released haphazardly in my opinion. Sometimes it seems like they don't have testers. Typically, I'm unable to use new features until about 6 months after they're released (and over a year after I asked for them) because it takes that long to get the quirks smoothed out well enough for us to use them. It seems that they often don't understand programs that they integrate with well enough to do a proper implementation.
• Timeliness of features. This can be taken with a grain of salt for many looking to compare. I'm a super-experienced user with many, many needs. We're often limited when it comes to Google (and other platform) beta programs, and even just early adoption because I have to wait for Volusion to catch up. What's tough is that I often NEED them to make a change in order for me to move forward, it's not my own limitation (but that's what you can expect when you use a third party software to run your site rather than your own team of developers).
• Customer service in regards to live chat. While I LOVE that they have live chat (I'm needy, I constantly need support) - the operators are rude 75% of the time. They come into the conversation assuming I have no idea what I'm talking about and have a 'customer's always wrong' attitude. I'm sure it's frustrating to deal with ecommerce customers who don't know the first thing about websites - but I'm not one of those and I deserve respect. Our conversations nearly always begin with "Clear your cache" and "I don't see the problem" from the operator and end in "Oh, you're right. Well I don't know." from them. I will say I've dealt with one or two who actually know what they're talking about. Live chat is useless when the operators know less about the software than I do.
• Slow to updates. They are often way behind when it comes to development and code. Example: They use jQuery v 1.4. We're up to 1.10 now and I'm experiencing issues for which the blame has been passed back on to me. I'm keeping up. They should be too. For me personally, the quality of development should come first. THEN worry about all of those features.
• New live editor. It's seen a lot of scrutiny, which you'll find easily by Googling. My problem is that I don't need a WYSIWYG. I write in html. You have to pass through the WYSIWYG to get to the html editor. This has caused my javascript to get executed, so once I get to the html editor, I have to re-write my script because it's now shown as the execution. That's poor development. They should have an option to disable.
• Inability to access pages in FTP. If you are someone who needs customization and writes in html, have fun. You can't actually access your product or category pages unless you do it through the content editors. You can absolutely access & edit your template and css files. But if you need a unique header in a product page - say a script to run, you'll have to put it in the template - adding overhead to ALL of your pages. The only workaround is hard-coding pages as "articles," which can make a mess of things.

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.

When you spend so much time with a product like this and not only have you witnessed its growth, but you almost feel like you are next those that make the decisions of building features a certain way, you can't help but want to stay and be a part of their continued growth. It's simply a great product. Can it improve? By all means! But it will only improve because of users and avid resellers like me.

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

I know what to do to add a new product, promotion or do an analysis of sales.

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

You have to wait on hold for at least 45 minutes every call—the tech support person never knows the answer right away so they put you on 10 minute holds only to come back and say they're still looking for answers. The chat function could take days to get a response. Our "Dedicated Account Manager" never checks in or answers, nor are they ever in the office when we call. It's like they try to be as unavailable as possible until you forget why you even called in the first place. Insane.

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.

It is best to use the built-in features and recommended services for the most turn-key experience (ie. Skipjack for payment processing so that it can all be done from the Volusion backend).

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

I've also used Shopify as a base platform, as well as Magento. Both are better. My company has looked into moving there twice since I've been here, and the only thing stopping them is the complications of making such a move. I think Shopify offers similar value for the money with a cleaner albeit more minimalist look. Both are better options in my opinion. I would only recommend Volusion if someone had used it before and doesn't plan on making it a crucial part of their business plan.

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

• Increased product database efficiency. It's really easy to import and export products/categories. Has likely saved us hundreds of hours.
• Integration with other platforms. Integrations with comparison shopping feeds, email auto-responder tools and fulfillment tools is quite easy. This saves us on the cost for custom integrations.
• Because it is a hosted solution, Volusion takes care of all the PCI and other security compliancies. Not having to monitor this and update ourselves saves money and gives us piece of mind.

Incentivized