Keap vs. Salesmate

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Keap
Score 8.1 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
Salesmate
Score 9.8 out of 10
Mid-Size Companies (51-1,000 employees)
Salesmate is a single platform that helps create personalized experiences across marketing, sales, and service touchpoints across all channels – email, text, chat, web, calls, and eCommerce. It is designed to enable users to generate more leads, close more deals, and build lasting customer relationships. It replaces many disjointed systems to save users time and money. Salesmate offers businesses: …
$15
per user monthly (20% off for annual subscriptions)
Pricing
KeapSalesmate
Editions & Modules
Pro
$199.00
per month
Max
$289.00
per month
Max Classic
Contact Us
per year
Starter
$15
per user monthly (20% off for annual subscriptions)
Growth
$30
per user monthly (20% off for annual subscriptions)
Boost
$50
per user monthly (20% off for annual subscriptions)
Enterprise
Custom
Offerings
Pricing Offerings
KeapSalesmate
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalOptional
Additional DetailsAll plans with 1 user and 500 contacts. The price is $30.00 for each additional user.We offer built-in calling: Starting at $1.10 per month for your phone line & pay as you go credits
More Pricing Information
TrustRadius Insights
KeapSalesmate
Highlights

TrustRadius
Research Team Insight
Published

Keap users and reviewers have consistently utilized the software for its efficient sales and marketing automation features, specifically for email marketing campaigns and lead management. They appreciate its integrated system that combines customer relationship management (CRM), email marketing, and sales pipeline management into one platform. Users indicate that the service is particularly beneficial for smaller businesses wishing to streamline their marketing efforts and improve customer interactions.

Salesmate customers are often sales professionals using the platform as a CRM tool for managing sales pipelines and processes. They appreciate the software for its ability to track customer interactions, manage deals, and provide clear visualization of the sales funnel. Several customers also highlight its utility in larger teams where roles are clearly defined, facilitating coordination and communication. In summary, while both Keap and Salesmate offer CRM capabilities and sales management, Keap receives more mention for its marketing automation features, whereas Salesmate is regularly used for its robust sales tracking and deal management.

Features
KeapSalesmate
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Keap
7.6
29 Ratings
42% above category average
Salesmate
8.9
40 Ratings
16% above category average
Task management8.420 Ratings9.340 Ratings
Billing and invoicing management7.616 Ratings00 Ratings
Reporting6.827 Ratings8.636 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
17% above category average
Salesmate
-
Ratings
WYSIWYG email editor8.750 Ratings00 Ratings
Dynamic content8.547 Ratings00 Ratings
Landing pages6.6134 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
8.0
151 Ratings
8% above category average
Salesmate
-
Ratings
Lead nurturing automation8.3146 Ratings00 Ratings
Lead scoring and grading7.0128 Ratings00 Ratings
Data quality management7.1129 Ratings00 Ratings
Automated sales alerts and tasks8.5138 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
20% above category average
Salesmate
-
Ratings
Calendaring8.488 Ratings00 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Keap
6.7
148 Ratings
3% below category average
Salesmate
-
Ratings
Dashboards7.155 Ratings00 Ratings
Standard reports6.3144 Ratings00 Ratings
Custom reports6.6136 Ratings00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
Keap
6.1
142 Ratings
7% below category average
Salesmate
-
Ratings
API6.7126 Ratings00 Ratings
Role-based workflow & approvals7.3108 Ratings00 Ratings
Customizability7.0138 Ratings00 Ratings
Third-party software integrations7.31 Ratings00 Ratings
Mobile app for sales & marketing automation5.51 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Keap
-
Ratings
Salesmate
8.1
43 Ratings
5% above category average
Customer data management / contact management00 Ratings9.942 Ratings
Workflow management00 Ratings8.242 Ratings
Territory management00 Ratings9.09 Ratings
Opportunity management00 Ratings7.538 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings8.143 Ratings
Contract management00 Ratings7.426 Ratings
Quote & order management00 Ratings6.324 Ratings
Interaction tracking00 Ratings9.037 Ratings
Channel / partner relationship management00 Ratings7.728 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Keap
-
Ratings
Salesmate
8.3
18 Ratings
10% above category average
Case management00 Ratings8.016 Ratings
Call center management00 Ratings8.617 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Keap
-
Ratings
Salesmate
7.4
42 Ratings
2% below category average
Lead management00 Ratings7.341 Ratings
Email marketing00 Ratings7.440 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Keap
-
Ratings
Salesmate
8.6
41 Ratings
12% above category average
Forecasting00 Ratings8.630 Ratings
Pipeline visualization00 Ratings8.641 Ratings
Customizable reports00 Ratings8.635 Ratings
Customization
Comparison of Customization features of Product A and Product B
Keap
-
Ratings
Salesmate
7.6
43 Ratings
0% above category average
Custom fields00 Ratings8.142 Ratings
Custom objects00 Ratings7.431 Ratings
Scripting environment00 Ratings7.220 Ratings
API for custom integration00 Ratings7.827 Ratings
Security
Comparison of Security features of Product A and Product B
Keap
-
Ratings
Salesmate
8.7
39 Ratings
4% above category average
Single sign-on capability00 Ratings8.733 Ratings
Role-based user permissions00 Ratings8.737 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Keap
-
Ratings
Salesmate
7.2
35 Ratings
1% above category average
Marketing automation00 Ratings7.235 Ratings
Platform
Comparison of Platform features of Product A and Product B
Keap
-
Ratings
Salesmate
8.1
40 Ratings
8% above category average
Mobile access00 Ratings8.140 Ratings
Best Alternatives
KeapSalesmate
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
vCita
vCita
Score 9.7 out of 10
Medium-sized Companies
Nimble
Nimble
Score 7.3 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Agile CRM
Agile CRM
Score 7.6 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
KeapSalesmate
Likelihood to Recommend
8.3
(209 ratings)
9.9
(43 ratings)
Likelihood to Renew
8.9
(40 ratings)
9.1
(2 ratings)
Usability
5.2
(25 ratings)
9.9
(42 ratings)
Availability
9.1
(6 ratings)
-
(0 ratings)
Performance
9.1
(6 ratings)
-
(0 ratings)
Support Rating
9.0
(26 ratings)
4.5
(42 ratings)
In-Person Training
9.1
(6 ratings)
-
(0 ratings)
Online Training
8.6
(7 ratings)
-
(0 ratings)
Implementation Rating
8.0
(8 ratings)
9.1
(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
KeapSalesmate
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
Rapidops, Inc.
Salesmate gives us everything we need as a small business, with a clear interface, and can adapt to any business. If I was being ultra picky, I would perhaps suggest the ability to remove or hide certain modules not applicable to our niche, e.g., we are a B2C business, so the company module is not really useable for us, but this is not a negative by any means.
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
Rapidops, Inc.
  • For each client, it tracks emails, text messages, activities, files, calendar events, phone calls, to-do items.
  • Customization is quite good -- you add fields you need. Like was discovery received, full payment, partial payment, etc. You can later run reports.
  • Integration with other apps is good; I use QuickBooks and DocuSign.
  • Customer service is very good.
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
Rapidops, Inc.
  • The search feature can be buggy and does not allow for highlighted text to be typed on. You must clear the box or hit backspace before typing. The only app in my life that does this.
  • The dashboard button is pointless if it still makes you choose between legacy or classic.
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
Rapidops, Inc.
Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them
Read full review
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
Rapidops, Inc.
It's so easy, and the support is top notch and I love Salesmate. Seriously the best CRM on the market right now, which I was able to customize exactly the way I needed to, with their support with me every step of the way. I will be working with SalesMate for a long time if not forever.
Read full review
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
Rapidops, Inc.
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
Rapidops, Inc.
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
Rapidops, Inc.
The support team at Salesmate is top-notch. They provide live chat support within the platform and answer typically in under a minute. They are always incredibly quick to respond to questions and provide insightful information. Getting started on the platform is easy as you always have support nearby.
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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
Rapidops, Inc.
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
Rapidops, Inc.
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.
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Rapidops, Inc.
No - All very straightforward and simple.
Read full review
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
Rapidops, Inc.
Very similar in overall layout and user experience...but the features blow these others out of the water. Where alternative solutions had features either lacking or as an upgrade (ie having to spend an extra $10-$30/month/user) Salesmate has these features out-of-the-box
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
Rapidops, Inc.
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
Rapidops, Inc.
  • It saved me so much time following up with leads. I move them to the next stage, and Salesmate does the rest.
  • It does a whole load of outreach for me. It's seamless.
  • I get a lot more responses from people in my pipeline - especially using SMS to follow up.
Read full review
ScreenShots

Keap Screenshots

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

Salesmate Screenshots

Screenshot of Track your deals through a sales pipeline. Close more deals by staying focused and organized.Screenshot of With our mobile applications, your reps can enjoy using Salesmate on the road.Screenshot of Workflow automation can automate touchpoints, outreach, and more. Keep your team focused on what they need to do without having them to complete manual tasks.Screenshot of Understand your sales team's productivity. We have reports that will show your top and lowest performers. This will give management actionable insights to help the team perform better.Screenshot of Built-in calling and texting makes Salesmate a turnkey solution to onboard any new sales rep in your office or remote.