Keap

Keap

4.4 out of 5 stars
Platformly

Platformly

4.8 out of 5 stars
Keap Platformly

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Keap:

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).
Platformly:

About

Platformly is a powerful yet easy to use business management and marketing automation tool for busy business owners who are focused on growth. Platformly makes marketing attribution easy by precisely tracking interactions across different campaigns and channels throughout your entire marketing funnel. It helps you understand in unparalleled detail which marketing activities drive the most sales, who your most loyal customers are and what drives growth.
Keap:

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
Platformly:

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
Keap:

Audience

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

Audience

SaaS, Ecommerce, SMBs
Keap:

Support

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

Support

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

API

Offers API Not Supported
Platformly:

API

Offers API Not Supported
Keap:

Screenshots and Videos

Platformly:

Screenshots and Videos

Keap:

Pricing

$40 per month
Free Version Not Supported
Free Trial Supported
Platformly:

Pricing

$19.00/month/user
Free Version Not Supported
Free Trial Supported
Keap:

Reviews/Ratings

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

Reviews/Ratings

Overall 4.8 / 5
ease 4.5 / 5
features 5.0 / 5
design 4.8 / 5
support 5.0 / 5
Keap:

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.
Platformly:

Pros & Cons from Real Users

Pros

  • It's dashboard tells the complete story about business performance. It offers automated marketing to make things easy. Helps to capture leads and grow to business.
  • Works well with email automations and helps you implement tracking abilities in your links and funnels.
  • So far, my experience with Platformly has been quite positive. I use it mainly to send email marketing campaigns to my contacts and it's so far been easy to use. Their support team helped me with setup and understood my goals easily.
  • Platformly is a very intuitive software, so anyone can use this product, even if they have little experience in marketing automation. Moreover, Platformly is really great on the support side and the product keeps improving. Its a great alternative to ActiveCampaign, Infusionsoft and Drip, it definitely wins in the ease of use category and the heads up features are one of the main reason to get a hold of this product.

Cons

  • It worked great for me. Nothing to shares about cons.
  • There is a big learning curve to implement this.
  • I wish there were more templates to choose from, but so far the ones available have been enough for me to build my newsletters. Maybe with future updates, there will be a larger offer when it comes to email templates.
  • There are some features that I wish they had built-in. One of the most important for our business is a sales pipeline.
Keap:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Platformly:

Training

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

Company Information

Keap
Founded: 2001
United States
keap.com
Platformly:

Company Information

Platformly
Founded: 2017
Monaco
www.platform.ly/
Keap:

Alternatives

Act!

Act!

4.0 out of 5 stars
Platformly:

Alternatives

Keap:
monday CRM

monday CRM

monday.com
4.9 out of 5 stars
Platformly:
Sugar Market

Sugar Market

SugarCRM
Keap:
Platformly:
Altcraft

Altcraft

Altcraft Platform
Keap:
Thryv

Thryv

4.3 out of 5 stars
Platformly:
Keap:
Jobin.cloud

Jobin.cloud

5.0 out of 5 stars
Platformly:
CXONCLOUD

CXONCLOUD

UNLOC Ltd.
Keap:

Categories

Platformly:

Categories

CRM Supported
Email Marketing Supported
Keap:

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

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

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

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

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

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

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
Platformly:

CRM Features

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

Email Marketing Features

A/B Testing Not Supported
Artificial Intelligence Not Supported
Auto-Responders Supported
CAN SPAM Compliance Supported
Customer Surveys Not 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

Marketing Automation Features

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

Integrations

Convertful Supported
Deadline Funnel Supported
Hyperise Supported
Integrately Supported
Make Supported
Stackreaction Supported
AbacusLaw Supported
BlackCurve Supported
ChartMogul Supported
Cloud Elements Supported
Eventbrite Supported
Grow Supported
Mailjet Supported
Mailmunch Supported
Pirsonal Supported
ProProfs Training Maker Supported
Shift4Shop Supported
StealthSeminar Supported
Trello Supported
Wufoo Supported
Platformly:

Integrations

Convertful Supported
Deadline Funnel Supported
Hyperise Supported
Integrately Supported
Make Supported
Stackreaction Supported
AbacusLaw Not Supported
BlackCurve Not Supported
ChartMogul Not Supported
Cloud Elements Not Supported
Eventbrite Not Supported
Grow Not Supported
Mailjet Not Supported
Mailmunch Not Supported
Pirsonal Not Supported
ProProfs Training Maker Not Supported
Shift4Shop Not Supported
StealthSeminar Not Supported
Trello Not Supported
Wufoo Not Supported
Keap:
Claim Keap and update features and information
Claim Keap and update features and information
Platformly:
Claim Platformly and update features and information
Claim Platformly and update features and information