Keap

Keap

4.4 out of 5 stars
WinMan ERP

WinMan ERP

WinMan ERP Software
Keap WinMan ERP

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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).
WinMan ERP:

About

WinMan ERP is an all-encompassing solution designed to manage the operational, quality, commercial, and financial processes of manufacturers and distributors. It is particularly well-suited for companies embracing Lean strategies. Supported by our UK-based in-house development and support team, WinMan ensures a consistent and seamless experience throughout your journey. Its flexibility and scalability make it an ideal choice for a wide range of industries, offering On-Premises, Cloud, and mobile solutions to suit businesses of all sizes. With over 30 years of experience, WinMan focuses on continuous improvement and innovation to help organisations streamline processes, enhance productivity, and maximise ROI. Trusted by hundreds of active users worldwide, and with offices in the UK and US, our approach prioritises understanding your unique business needs to deliver a tailored ERP solution.
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
WinMan ERP:

Platforms Supported

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

Audience

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

Audience

Companies of all sizes and enterprises in need of a solution to improve their operations
Keap:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
WinMan ERP:

Support

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

API

Offers API Not Supported
WinMan ERP:

API

Offers API Supported
Keap:

Screenshots and Videos

WinMan ERP:

Screenshots and Videos

Keap:

Pricing

$40 per month
Free Version Not Supported
Free Trial Supported
WinMan ERP:

Pricing

Contact us for a ballpark cost
Free Version Not Supported
Free Trial Not Supported
Keap:

Reviews/Ratings

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

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:

Review this Software
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.
Keap:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
WinMan ERP:

Training

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

Company Information

Keap
Founded: 2001
United States
keap.com
WinMan ERP:

Company Information

WinMan ERP Software
Founded: 1994
United Kingdom
www.winman.com
Keap:

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WinMan ERP:

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WinMan ERP:
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WinMan ERP:
Keap:

Categories

WinMan ERP:

Categories

Accounting Supported
Automotive ERP Supported
Contact Management Supported
CRM Supported
Discrete ERP Supported
Distribution Supported
Distribution ERP Supported
ERP Supported
Healthcare ERP Supported
Inventory Control Supported
Lead Generation Supported
Lead Management Supported
Lead Nurturing Supported
Manufacturing Supported
Manufacturing ERP Supported
Mixed Mode ERP Supported
MRP Supported
Quoting Supported
Sales Forecasting 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

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

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

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

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

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
WinMan ERP:

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Contact Management Features

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

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Lead Nurturing Features

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

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Supported
Fund Accounting Supported
General Ledger Supported
Government Not Supported
Multi-Currency Supported
Nonprofits Not Supported
Payroll Management Not Supported
Project Accounting Supported
Purchase Orders Supported
Tax Management Supported

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Supported
Financial Management Supported
Inventory Management Supported
Marketing Management Supported
Order Management Supported
Point of Sale (POS) Supported
Project Management Supported
Purchasing Supported
Scheduling Supported
Time & Expense Tracking Supported
Training Management Supported
Vendor Management Supported

Distribution Features

Barcoding / RFID Supported
Import / Export Management Supported
Inventory Management Supported
Order Management Supported
Purchasing Supported
Returns Management Supported
Sales Forecasting Supported
Shipping Management Supported
Warehouse Management Supported

ERP Features

Accounting Integration Supported
Accounting Management Supported
CRM Supported
Dashboard Supported
Distribution Management Supported
Enterprise Asset Management Supported
Financial Management Supported
HR Management Supported
Inventory Management Supported
Order Management Supported
Project Management Supported
Purchase Order Management Supported
Purchasing Supported
Reporting/Analytics Supported
Sales Management Supported
Supply Chain Management Supported
Warehouse Management Supported

Inventory Control Features

Allocation Supported
Barcoding Supported
Cost Tracking Supported
Forecasting Supported
Item Management Supported
Order Management Supported
Procurement Management Supported
Reorder Management Supported
Serial Number Tracking Supported
SKU / UPC Codes Supported
Supplier Management Supported

Inventory Management Features

Alerts/Notifications Supported
Barcoding / RFID Supported
Forecasting Supported
Inventory Optimization Supported
Kitting Supported
Manufacturing Inventory Management Supported
Mobile Access Supported
Multi-Channel Management Supported
Product Identification Supported
Reorder Management Supported
Reporting/Analytics Supported
Retail Inventory Management Supported
Supplier Management Supported
Warehouse Management Supported

Lead Generation Features

Contact Discovery Supported
Contact Import/Export Supported
Lead Capture Supported
Lead Database Integration Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Visitor Identification Not Supported

MRP Features

Bills of Material Supported
Compliance Management Supported
Document Management Supported
Forecasting Supported
Formula Management Supported
Inventory Management Supported
Order Management Supported
Process Manufacturing Supported
Product Configurator Supported
Production Scheduling Supported
Quality Control Supported
Quality Management Supported
Quote Management Supported
Reporting/Analytics Supported
Resource Management Supported
Safety Management Supported
Supplier Management Supported
Supply Chain Management Supported

Manufacturing Features

Accounting Integration Supported
ERP Supported
Maintenance Management Supported
MES Supported
MRP Supported
Purchase Order Management Supported
Quality Management Supported
Quotes/Estimates Supported
Reporting/Analytics Supported
Safety Management Supported
Shipping Management Supported

Product Configurator Features

2D Drawing Supported
3D Modeling Not Supported
Analysis & Constraints Supported
Custom Pricing Options Supported
eCommerce Supported
Inventory Management Supported
Recommendation Engine Supported

Sales Forecasting Features

Competitor Analysis Supported
Correlation Analysis Supported
Dashboard Supported
Dynamic Modeling Not Supported
Exception Reporting Supported
Graphical Data Presentation Supported
Modeling & Simulation Supported
Performance Metrics Supported
Sales Trend Analysis Supported
Statistical Analysis Supported

Supply Chain Management Features

Demand Planning Supported
Electronic Data Interchange Supported
Import / Export Management Supported
Inventory Management Supported
Order Fulfillment Supported
Order Management Supported
Sales & Operations Planning Supported
Shipping Management Supported
Supplier Management Supported
Transportation Management Supported
Warehouse Management Supported

Warehouse Management Features

3PL Management Supported
Barcoding / RFID Supported
Category Customization Supported
Channel Management Supported
Demand Planning Supported
Inventory Management Supported
Location Control Supported
Order Management Supported
Purchasing Supported
Quality Control Supported
Receiving / Putaway Management Supported
Returns Management Supported
Shipping Management Supported
Keap:

Integrations

Shopify Supported
Zapier Supported
Bloom Supported
Booker Supported
DSS Supported
Graphly Supported
Livestorm Supported
Memberium Supported
Microsoft Excel Not Supported
Minoa Supported
MyFormData Supported
PostGrid Print & Mail Supported
Rapid Fulfillment Supported
SSIS Integration Toolkit Supported
SeoSamba Marketing Operating System (MOS) Supported
Sniply Supported
SocialSign.in Supported
Sync2CRM Supported
iContact Supported
mailfloss Supported
WinMan ERP:

Integrations

Shopify Supported
Zapier Supported
Bloom Not Supported
Booker Not Supported
DSS Not Supported
Graphly Not Supported
Livestorm Not Supported
Memberium Not Supported
Microsoft Excel Supported
Minoa Not Supported
MyFormData Not Supported
PostGrid Print & Mail Not Supported
Rapid Fulfillment Not Supported
SSIS Integration Toolkit Not Supported
SeoSamba Marketing Operating System (MOS) Not Supported
Sniply Not Supported
SocialSign.in Not Supported
Sync2CRM Not Supported
iContact Not Supported
mailfloss Not Supported
Keap:
Claim Keap and update features and information
Claim Keap and update features and information
WinMan ERP:
Claim WinMan ERP and update features and information
Claim WinMan ERP and update features and information