Keap vs. Platformly Comparison


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		Related Products Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 12,537 Ratings Visit Website GetResponse GetResponse is a lifecycle automation platform for businesses that want to drive more consistent, repeatable revenue across the entire customer journey. We help you move customers from first touch to first purchase, repeat purchase, and reactivation - using email, SMS, push notifications, and lifecycle automation across every stage of the customer journey With built-in deliverability, behavioral triggers, and deep integrations, you can launch faster, reduce manual work, and turn your lifecycle into a predictable revenue system. No disconnected tools. No campaign chaos. Just one system designed to move customers forward. 1,801 Ratings Visit Website Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 554 Ratings Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 136 Ratings Visit Website Coevera Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious. • Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. • Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. • Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. • Automatizer — no-code workflow automation your own ops team builds and changes. • Reporting and forecasting built in — no BI license required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the United Kingdom, Australia, New Zealand and Europe, with English, German, Spanish and Italian as focus languages. 753 Ratings Visit Website Odoo Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible. 1,729 Ratings Visit Website Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. 589 Ratings Visit Website ClickUp Every day your team loses hours bouncing between disconnected apps. The problem isn't your people. It's that your software was never built to work together. Bundling tools doesn't fix it. You need convergence. ClickUp is one platform where projects, docs, chat, goals, and AI share the same foundation so nothing gets lost. AI Agents handle busywork around the clock. Context is always intact. Your whole operation finally runs like it should. Tasks, 15+ views, automations, real-time docs, built-in chat, time tracking, whiteboards, goals with automatic rollups, and 1,000+ integrations. All connected. All in one place. Enterprise-ready: SOC 2 Type II, SSO/SAML, advanced permissions. Trusted by teams from startups to the Fortune 500. Stop patching a broken system. Get back the hours your team was never supposed to lose. Free Forever plan available. No credit card required. 19,572 Ratings Visit Website ActiveCampaign ActiveCampaign is the autonomous marketing platform that transforms how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Within a single tool, you get real-time reporting and proactive optimizations in addition to market-leading deliverability and integration with 1000+ apps. With a user-friendly interface and a comprehensive suite of features, ActiveCampaign's platform is powerful, accessible, and designed to scale with your business. It's also easy to get started: While traditional tools force teams through long setup cycles and training, ActiveCampaign delivers measurable lifts in engagement and conversions in days. 89% of surveyed customers say the platform meets their business needs better than the competition, and 88% say ActiveCampaign delivers value faster than competitors. Read our ROI report for methodology 17,400 Ratings Visit Website Maropost Marketing Cloud Automate the moments that move customers to buy. Stop running email in one tool and SMS in another. Marketing Cloud puts lifecycle messaging in one place: email, SMS, journeys, and audience — so your team isn’t maintaining duplicate segments, suppressions, or reporting when campaigns and automations touch the same customer. Built for eCommerce brands running promotional and retention programs at scale. What you get: * Email and SMS campaigns from one contact spine * Journey Builder for abandoned cart, win-back, post-purchase, and promotional automations * Segmentation, acquisition forms, and landing pages * eRFM analytics and campaign revenue reporting * Deliverability controls: authentication, throttling, ISP feedback, and list hygiene * Integrations with third-party and Maropost-native apps Set it up once. Marketing Cloud takes it from there. 152 Ratings Visit Website
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).	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.
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	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
Audience Small businesses that need an all-in-one CRM and sales and marketing platform	Audience SaaS, Ecommerce, SMBs
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $40 per month Free Version Not Supported Free Trial Supported	Pricing $19.00/month/user Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 4.4 / 5 ease 4.0 / 5 features 4.7 / 5 design 4.3 / 5 support 4.5 / 5 Read all reviews	Reviews/Ratings Overall 4.8 / 5 ease 4.5 / 5 features 5.0 / 5 design 4.8 / 5 support 5.0 / 5 Read all reviews
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.	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.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Keap Founded: 2001 United States keap.com	Company Information Platformly Founded: 2017 Monaco www.platform.ly/
Alternatives Act!	Alternatives ZEPIC
monday CRM monday.com	Sugar Market SugarCRM
EQUP	Altcraft Altcraft Platform
Pipedrive	Blueshift
Thryv View All	CXONCLOUD UNLOC Ltd. View All
Categories Appointment Scheduling Supported Billing and Invoicing Supported Campaign Management Supported Contact Management Supported CRM Supported Customer Communications Management Supported eCommerce Marketing Supported Email Marketing Supported Insurance CRM Supported Lead Management Supported Lead Nurturing Supported Marketing Automation Supported Quote-to-Cash Supported Quoting Supported	Categories CRM Supported Email Marketing Supported Marketing Automation 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 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 Show More Features 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	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
Integrations Convertful Supported Deadline Funnel Supported Hyperise Supported Integrately Supported Make Supported Stackreaction Supported Acquire Supported CaseFox Supported Chat Agents Supported FlowUp Supported GoTo Webinar Supported Livestorm Supported Pirsonal Supported Privy Supported Sales Robots Supported SalesBinder Supported Shift4Shop Supported Vbout Supported Vinna AI Supported WP Fusion Not Supported Show More Integrations View All 348 Integrations	Integrations Convertful Supported Deadline Funnel Supported Hyperise Supported Integrately Supported Make Supported Stackreaction Supported Acquire Not Supported CaseFox Not Supported Chat Agents Not Supported FlowUp Not Supported GoTo Webinar Not Supported Livestorm Not Supported Pirsonal Not Supported Privy Not Supported Sales Robots Not Supported SalesBinder Not Supported Shift4Shop Not Supported Vbout Not Supported Vinna AI Not Supported WP Fusion Supported Show More Integrations View All 16 Integrations
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