Graphly

Graphly

LEAP
+
+

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About

Graphly is the #1 reporting platform for Infusionsoft Users as voted by Infusionsoft’s Founders. Where performance is measured, performance improves. Where performance is measured and reported the rate of improvement accelerates. Marketing Monitor website traffic, record dynamic lead sources, measure funnel conversions, tweak, improve & repeat. Sales Track individual sales rep performance, forecast revenue, view gross & net revenue numbers. Customer service View net promoter surveys, fulfill on orders, improve retention rates, deliver & satisfy. Tag Funnel Displays the number of contacts in a list of tags over a given date range. See how many tags get applied to contacts during a period of time. See the trend of the current lifetime value of your customers throughout a chosen timeframe. Forecast the adjusted revenue of active opportunities based on the stage probability. Show the appointment, notes, and tasks for each user to compare them to each other.

About

Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Audience

Infusionsoft users looking for a reliable reporting platform

Audience

Small businesses that need an all-in-one CRM and sales and marketing platform

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$40 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.4 / 5
ease 4.0 / 5
features 4.7 / 5
design 4.3 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • Keap is a very updated platform and has a very simple and easy-to-navigate interface. It automatically identifies possible leads and showcases them in an organized manner. Its automation features like follow-up mode directly connect with leads. It has wide customization options for email designing and campaign modification. Also, the emails bounce rate is very low.
  • Build funnels to sell your products and services. More advanced marketing features that will help you sell online.
  • We love infusionsoft! It works great. Having our sales and marketing processes in the same system is a huge win!
  • The databases that we can add to the Infusionsoft platform can have different extensions, but generally the size of these is quite large, and the platform does not show any problems when importing them, which shows that it is optimized enough to deal with a lot of data.
  • This application provides management and access to customer database and timely tracking of customer updates. It serves financial functions such as payment and customer management. Apart from having a state-of-the-art automated system, Infusionsoft allows you to manage shopping pages and coupon codes.

Cons

  • The campaign reporting has a low amount of data to examine. No other con.
  • Too confusing to use. Will take up a lot of your time to work with this software. For advanced marketing tech builders.
  • The only downside to infusionsoft is the price. Pretty expensive for startups.
  • Automating the creation of marketing documents within Infusionsoft may not be the most appropriate due to the problems the platform has in mobilizing or managing files in general. In terms of price, Infusionsoft turns out to be one of the most expensive marketing automation services (up to $99 per month depending on the plan).
  • Apart from not having a system for storing documents and other files, the application does not provide interaction with work groups through internal chats. It leaves out influence tracking and overhead tracking functions. Likewise, it does not operate to keep track of time or life cycle of consumers in our database.

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

LEAP
Founded: 2009
United States
leapmade.com

Company Information

Keap
Founded: 2001
United States
keap.com

Alternatives

Alternatives

monday CRM

monday CRM

monday.com
Scheduling Manager

Scheduling Manager

Thoughtful Systems
SyncApps

SyncApps

Cazoomi

Categories

Dashboard Supported

Categories

Appointment Scheduling Features

Appointment Reminders Supported
Automated Scheduling Not Supported
Calendar Sync Supported
Client Database Supported
Group Scheduling Not Supported
Mobile Access Supported
Multi-Location Supported
Online Booking Supported
Online Payments Supported
Recurring Appointments Not Supported
Room Booking Management Not Supported

Billing and Invoicing Features

Billing Portal Not Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Supported
Dunning Management Not Supported
Hourly Billing Not Supported
Invoice History Not Supported
Mobile Payments Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Not Supported
Tax Calculator Not Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Not Supported
Email Marketing Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Not Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Supported

Campaign Management Features

Channel Management Not Supported
Contact Database Supported
Email Marketing Supported
Event Triggered Actions Supported
Lead Management Supported
Multi-Campaign Supported

Contact Management Features

Activity Management Not Supported
Appointment Management Not Supported
Contact Database Supported
Contact History Not Supported
Contact Import/Export Supported
Customer Pipeline Not Supported
Email Marketing Not Supported
Group Management Not Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Not Supported
Sales Pipeline Management Supported
Search / Filter Not Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Not Supported

Customer Communications Management Features

Batch Communications Supported
Chat / Messaging Not Supported
Content Management Supported
Email Distribution Supported
Interactive Content Not Supported
Multi-Channel Communications Not Supported
On-Demand Communications Supported
Personalization Supported
Print Management Not Supported
Template Management Supported
Video Content Not Supported

Email Marketing Features

A/B Testing Supported
Artificial Intelligence Not Supported
Auto-Responders Supported
CAN SPAM Compliance Supported
Customer Surveys Supported
Drip Campaigns Supported
Dynamic Content Supported
Event Triggered Email Supported
Image Library Supported
Landing Pages/Web Forms Supported
Mailing List Management Supported
Mobile Optimized Emails Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Not Supported
Lead Nurturing Supported
Lead Scoring Not Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Not Supported
Source Tracking Not Supported

Lead Nurturing Features

A/B Testing Supported
Campaign Management Supported
Drip Campaigns Supported
Lead Capture Supported
Lead Notifications Supported
Lead Scoring Not Supported
Lead Segmentation Supported
Performance Metrics Supported
Personalization Supported
Pipeline Management Supported

Marketing Automation Features

A/B Testing Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Not Supported
Content / Blogging Platform Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Supported
Landing Pages / Web Forms Supported
Lead Scoring Supported
Sales Intelligence Supported
Search Marketing Supported
Segmentation Supported
Social Marketing Supported
Website Visitor Tracking Supported

Quoting Features

Automated Quoting Not Supported
Catalog Management Supported
Client Portal Not Supported
Contact Management Supported
Customer Accounts Not Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Not Supported
Pricing Management Supported
Product Configurator Not Supported
Proposal Management Not Supported

Integrations

40Nuggets Not Supported
AbacusLaw Not Supported
Agolix by Assessment Generator Not Supported
CRM Pro Not Supported
Clubworx Not Supported
Cyfe Not Supported
GA Connector Not Supported
GoTo Webinar Not Supported
Insider One Not Supported
Keragon Not Supported
Make Not Supported
Mobiniti Not Supported
PicSnippets Not Supported
Readymode Not Supported
Shopify Not Supported
SnapFulfil WMS Not Supported
Web Insights Not Supported
WebinarJam Not Supported
Workers by Delos Not Supported
n8n Not Supported

Integrations

40Nuggets Supported
AbacusLaw Supported
Agolix by Assessment Generator Supported
CRM Pro Supported
Clubworx Supported
Cyfe Supported
GA Connector Supported
GoTo Webinar Supported
Insider One Supported
Keragon Supported
Make Supported
Mobiniti Supported
PicSnippets Supported
Readymode Supported
Shopify Supported
SnapFulfil WMS Supported
Web Insights Supported
WebinarJam Supported
Workers by Delos Supported
n8n Supported
Claim Graphly and update features and information
Claim Graphly and update features and information
Claim Keap and update features and information
Claim Keap and update features and information