Likelihood to Recommend 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 For advertising agencies and marketing departments looking to aggregate and consolidate marketing, advertising, and website analytics performance data into one centralized platform, TapClicks is a market-leading solution. TapClicks provides customizable modules, charts, and graphs to make visual sense of your data. TapClicks is designed for organizations that are trying to import reporting data across multiple marketing, advertising, and web analytics platforms. It probably does not makes sense to license TapClicks if you are just getting started with your digital marketing and are only utilizing 1 or 2 third-party platforms that TapClicks has an API connection with, it's probably premature for your organization to invest in TapClicks.
Read full review Pros 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 Customizable dashboards: these are easy to set-up and manage and tell a powerful story. We appreciate that they can be exported. Import Wizard: it's very important that we are able to include custom data points in our reports through the Import Wizard. After a short learning curve, we are not importing data on a weekly basis for a comprehensive report that not only shows marketing trends, but the business results too. Groups and Clusters: The ability to manage client groups and clusters has been vital to how we report out to the client. Read full review Cons 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 The support team sometimes isn't very responsive, and I can go a week without hearing from the TapClicks team on an open issue. I would love to have the categories feature enhanced so that I could combine several services, and be able to break out reporting by the flights/adgroups/lineitems within those services. I would love for the custom dashboards that are created to be integrated into reporting so that, for example, I could use the Categories dashboard as the title page of an exported report. Read full review Likelihood to Renew 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 TapClicks is a must have for our agency clients
Read full review Usability 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 TapClicks provides an array of on-demand training videos coupled with account management support to help your organization get up and running. That being said, TapClicks integrates with hundreds of marketing, advertising, CRM, and website analytics third-party platforms, so depending on how many integrations you want to activate, it can be a steep learning curve. Overall, we like the usability of the product.
Read full review Reliability and Availability There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.
Read full review Performance 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 Support Rating 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 Our organization experienced a very thorough onboarding process that helped us get up and running with TapClicks. It's pretty easy to integrate or "connect" with other platforms. We have developed a long-term relationship with our Account Manager at TapClicks and we really value her support. In today's world, most technology companies change your Account Manager seemingly almost every year, but that has not been the case with TapClicks.
Read full review In-Person Training 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 Online Training 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 Implementation Rating 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 Alternatives Considered 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 The companies I interviewed are either limited in the number of APIs built with the data source, especially with DFP. Some of them charge us cloud storage fees. TapClicks came in with enthusiasm and so far they have helped us jump start the building of dashboards for our clients.
Read full review Scalability 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 Return on Investment 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 Greater efficiencies in providing reports to our clients Great reporting features to sell when we're trying to close new business as an agency Ability to resell and add margin to our investment Automated reporting for our clients which saves our team time Read full review ScreenShots