Keap vs. Zywave Sales Cloud - Agency Management

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Keap
Score 8.0 out of 10
N/A
Keap 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
Zywave Sales Cloud - Agency Management
Score 5.0 out of 10
N/A
BrokerageBuilder is an insurance agency management system from Zywave in Milwaukee, suggested to automate office processes and centralize customer data.N/A
Pricing
KeapZywave Sales Cloud - Agency Management
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
KeapZywave Sales Cloud - Agency Management
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalNo setup fee
Additional DetailsAll plans with 1 user and 500 contacts. The price is $30.00 for each additional user.
More Pricing Information
Community Pulse
KeapZywave Sales Cloud - Agency Management
Top Pros
Top Cons
Features
KeapZywave Sales Cloud - Agency Management
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Keap
7.7
29 Ratings
2% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Task management8.620 Ratings00 Ratings
Billing and invoicing management7.516 Ratings00 Ratings
Reporting6.927 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 Product A and Product B
Keap
7.1
150 Ratings
6% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
WYSIWYG email editor8.850 Ratings00 Ratings
Dynamic content8.747 Ratings00 Ratings
Landing pages6.4134 Ratings00 Ratings
A/B testing6.310 Ratings00 Ratings
Mobile optimization7.1124 Ratings00 Ratings
Email deliverability reporting7.5149 Ratings00 Ratings
List management8.3147 Ratings00 Ratings
Triggered drip sequences9.049 Ratings00 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
Keap
7.9
151 Ratings
1% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Lead nurturing automation8.2146 Ratings00 Ratings
Lead scoring and grading6.9128 Ratings00 Ratings
Data quality management7.1129 Ratings00 Ratings
Automated sales alerts and tasks8.4138 Ratings00 Ratings
Automated follow-ups9.11 Ratings00 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
Keap
7.7
89 Ratings
14% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Calendaring8.488 Ratings00 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Keap
6.5
148 Ratings
20% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Dashboards7.155 Ratings00 Ratings
Standard reports6.0144 Ratings00 Ratings
Custom reports6.4136 Ratings00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
Keap
6.0
142 Ratings
25% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
API6.5126 Ratings00 Ratings
Role-based workflow & approvals7.2108 Ratings00 Ratings
Customizability6.9138 Ratings00 Ratings
Third-party software integrations7.31 Ratings00 Ratings
Mobile app for sales & marketing automation5.51 Ratings00 Ratings
Best Alternatives
KeapZywave Sales Cloud - Agency Management
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10

No answers on this topic

Medium-sized Companies
Nimble
Nimble
Score 7.0 out of 10

No answers on this topic

Enterprises
Agile CRM
Agile CRM
Score 7.7 out of 10

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
KeapZywave Sales Cloud - Agency Management
Likelihood to Recommend
8.1
(209 ratings)
5.0
(2 ratings)
Likelihood to Renew
9.0
(40 ratings)
-
(0 ratings)
Usability
5.2
(25 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)
-
(0 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
KeapZywave Sales Cloud - Agency Management
Likelihood to Recommend
Keap
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.
Read full review
Zywave
prospects easy to find; however not all current information is listed. The process for importing prospect lists into the agency management system could be streamlined.
Read full review
Pros
Keap
  • 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!
Read full review
Zywave
  • It's very flexible. You can add custom fields easily and create/update workflows and activities quickly.
  • The layout is easy on the eye. The dashboard is laid out well and helps you stay on track with renewals and activities.
  • Emails attached to an activity are easily viewed and housed within the activity on a separate tab.
  • Adding and reviewing policy info is simple. The tabs make it helpful to find and view info quickly.
Read full review
Cons
Keap
  • 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
Zywave
  • Training for new employees and follow up for all employees.
  • Importing into agency management system is several steps.
  • Not all information on prospects is given, although most have adequate information.
Read full review
Likelihood to Renew
Keap
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
Zywave
No answers on this topic
Usability
Keap
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.
Read full review
Zywave
No answers on this topic
Reliability and Availability
Keap
There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.
Read full review
Zywave
No answers on this topic
Performance
Keap
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
Zywave
No answers on this topic
Support Rating
Keap
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.
Read full review
Zywave
The Zywave Customer Support team is phenomenal! Never any complaints. They resolve things quickly. You can call and talk with a real person, submit a chat question, or email them. Their training videos are good—short and sweet. We still use multiple Zywave products in our Benefits, Commercial Lines, and Marketing departments. They are a great company to work with. The implementation/onboarding for all products has been amazing! Training for products has always surpassed the training we received from other vendor partners.
Read full review
In-Person Training
Keap
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.
Read full review
Zywave
No answers on this topic
Online Training
Keap
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
Zywave
No answers on this topic
Implementation Rating
Keap
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
Zywave
No answers on this topic
Alternatives Considered
Keap
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.
Read full review
Zywave
We moved from BrokerageBuilder (BKB) to Epic in June 2019. Epic pros over BKB: You can use Epic for CL, PL, Bonds, and Benefits—one system for your whole agency has a lot of advantages. In Epic, you can drag and drop emails and documents to clients, policies, and activities. Epic has an auto-save feature. Reporting in Epic is better. Epic cons compared to BKB: The design aesthetic of Epic is not as nice as BKB. Navigating Epic is clunky—everything is in multiple layers. Epic is less flexible for custom fields. Epic is designed for CL/PL, so it's not ideal for a Benefits user, although they are improving/investing in the benefits side. BKB is just better for a Benefits user.
Read full review
Scalability
Keap
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
Zywave
No answers on this topic
Return on Investment
Keap
  • 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.
Read full review
Zywave
  • Sales team reluctant to use.
  • Initial training was fine but could use some follow-ups.
  • ROI has not been measurable.
Read full review
ScreenShots

Keap Screenshots

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

Zywave Sales Cloud - Agency Management Screenshots

Screenshot of