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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

    WinMan ERP Software

    Score6 out of 10
    N/AWinMan ERP Software is an all-in-one solution aimed specifically at the manufacturing, distribution and retail sectors. Based on lean methodology, it is designed to help organisations achieve optimal business processes by supporting all aspects of Manufacturing, Distribution, CRM, Financials and associated functions. According to the vendor, it is a leading and scalable ERP solution built from the ground up with a low cost of ownership as it is built on 100% .Net and SQL Server system -…N/A
    Pricing
    KeapWinMan ERP Software
    Editions & Modules
    Pro
    $199.00
    per month
    Max
    $289.00
    per month
    Max Classic
    Contact Us
    per year
    No answers on this topic
    Offerings
    Pricing Offerings
    KeapWinMan ERP Software
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeOptionalRequired
    Additional DetailsAll plans with 1 user and 500 contacts. The price is $30.00 for each additional user.—
    More Pricing Information
    Community Pulse
    KeapWinMan ERP Software
    Considered Both Products
    Thryv
    No answer on this topic
    WinMan
    No answer on this topic
    Key User Insights
    Would buy again
    87%
    Would buy again
    74 Answers
    No answers on this topic
    Delivers good value for the price
    92%
    Delivers good value for the price
    73 Answers
    No answers on this topic
    Happy with the feature set
    87%
    Happy with the feature set
    74 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    90%
    Lived up to sales and marketing promises
    66 Answers
    No answers on this topic
    Implementation went as expected
    95%
    Implementation went as expected
    69 Answers
    No answers on this topic
    Features
    KeapWinMan ERP Software
    CRM Project Management
    Comparison of CRM Project Management features of Keap and WinMan ERP Software
    Feature
    Keap
    7.7
    29 Ratings
    7% below category average
    WinMan ERP Software
    -
    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 WinMan ERP Software
    Feature
    Keap
    5.9
    152 Ratings
    27% below category average
    WinMan ERP Software
    -
    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 WinMan ERP Software
    Feature
    Keap
    5.5
    153 Ratings
    29% below category average
    WinMan ERP Software
    -
    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 WinMan ERP Software
    Feature
    Keap
    8.0
    90 Ratings
    10% above category average
    WinMan ERP Software
    -
    Ratings
    Calendaring9.089 Ratings00 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Keap and WinMan ERP Software
    Feature
    Keap
    6.4
    150 Ratings
    6% below category average
    WinMan ERP Software
    9.0
    1 Ratings
    18% above category average
    Dashboards7.255 Ratings8.01 Ratings
    Standard reports4.0146 Ratings00 Ratings
    Custom reports8.0137 Ratings10.01 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of Keap and WinMan ERP Software
    Feature
    Keap
    5.7
    144 Ratings
    25% below category average
    WinMan ERP Software
    -
    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
    Security
    Comparison of Security features of Keap and WinMan ERP Software
    Feature
    Keap
    -
    Ratings
    WinMan ERP Software
    10.0
    1 Ratings
    17% above category average
    Single sign-on capability00 Ratings10.01 Ratings
    Role-based user permissions00 Ratings10.01 Ratings
    General Ledger and Configurable Accounting
    Comparison of General Ledger and Configurable Accounting features of Keap and WinMan ERP Software
    Feature
    Keap
    -
    Ratings
    WinMan ERP Software
    10.0
    1 Ratings
    26% above category average
    Accounts payable00 Ratings10.01 Ratings
    Accounts receivable00 Ratings10.01 Ratings
    Inventory Management
    Comparison of Inventory Management features of Keap and WinMan ERP Software
    Feature
    Keap
    -
    Ratings
    WinMan ERP Software
    10.0
    1 Ratings
    22% above category average
    Inventory tracking00 Ratings10.01 Ratings
    Automatic reordering00 Ratings10.01 Ratings
    Location management00 Ratings10.01 Ratings
    Order Management
    Comparison of Order Management features of Keap and WinMan ERP Software
    Feature
    Keap
    -
    Ratings
    WinMan ERP Software
    10.0
    1 Ratings
    23% above category average
    Pricing00 Ratings10.01 Ratings
    Order entry00 Ratings10.01 Ratings
    Cost of goods sold00 Ratings10.01 Ratings
    Best Alternatives
    KeapWinMan ERP Software
    Small Businesses
    SharpSpring (discontinued)
    Score8 out of 10
    Zoho One
    Score9.2 out of 10
    Medium-sized Companies
    No answers on this topic
    Zoho One
    Score9.2 out of 10
    Enterprises
    No answers on this topic
    Microsoft Dynamics AX (discontinued)
    Score4.8 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    KeapWinMan ERP Software
    Likelihood to Recommend
    5.3
    (210 ratings)
    10.0
    (1 ratings)
    Likelihood to Renew
    9.0
    (40 ratings)
    -
    (0 ratings)
    Usability
    5.2
    (28 ratings)
    -
    (0 ratings)
    Availability
    9.1
    (6 ratings)
    -
    (0 ratings)
    Performance
    9.1
    (6 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (26 ratings)
    10.0
    (1 ratings)
    In-Person Training
    9.1
    (6 ratings)
    -
    (0 ratings)
    Online Training
    8.6
    (7 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.0
    (8 ratings)
    10.0
    (1 ratings)
    Configurability
    2.0
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    1.0
    (1 ratings)
    -
    (0 ratings)
    Product Scalability
    9.1
    (3 ratings)
    -
    (0 ratings)
    Vendor post-sale
    6.0
    (1 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    1.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    KeapWinMan ERP Software
    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
    WinMan
    Winman ERP is well suited to our business and we have not felt the need to look further. The great strength for us is the MRP facility but each business is unique and must make it's own assessment. The accounting side just works - nothing to add here.
    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
    WinMan
    • MRP - our inventory forecasting is done within Winman using the MRP facility. This allows us to place timely orders with our suppliers.
    • Inventory transfers and value uplifts (to reflect actual landed cost) are simply catered for and fully integrated into the accounting system.
    • Integration with our website ensures that accurate data flows throughout the whole process.
    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
    WinMan
    • Having used Winman ERP for a long time now it fully suits our needs.
    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
    WinMan
    No answers on this topic
    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
    WinMan
    No answers on this topic
    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
    WinMan
    No answers on this topic
    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
    WinMan
    No answers on this topic
    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
    WinMan
    My few queries are answered promptly.
    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
    WinMan
    No answers on this topic
    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
    WinMan
    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
    WinMan
    As with any business project, a clear plan with clearly defined outcomes is key.
    Read full review
    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
    Read full review
    WinMan
    Having used Winman ERP for many years through various iterations we have not felt the need to look elsewhere
    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
    WinMan
    No answers on this topic
    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
    WinMan
    • The key thing is to be able to do more with less people, removing as much repetitive work as possible.
    • More automation allows us to grow the business whilst being able to concentrate on core competencies that cannot be automated such as product development, branding and marketing.
    • Inventory planning is simplified through the use of MRP. Top level skus are readily converted into POs for timely component procurement which means we have the best opportunity to fill sales orders.
    Read full review
    ScreenShots

    Keap Screenshots

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