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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

Designed with you in mind, the emfluence Marketing Platform offers an intuitive interface and powerful features to streamline your digital marketing efforts. Whether you're launching personalized campaigns, managing multiple brands, or crafting strategies, our platform empowers you to succeed with email automation, advanced personalization in email marketing, social media management, timely SMS marketing, high-converting landing pages, comprehensive automated reporting, website tracking, lead scoring, a centralized marketing calendar, and more. Experience the perfect balance of usability and functionality with the emfluence Marketing Platform, and take your marketing to the next level.

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

Marketers

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 Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$40 per month
Free Version Not Supported
Free Trial Supported

Pricing

$1,000/month
The emfluence Marketing Platform offers month-to-month pricing that’s based on the number of contacts you add to our system with no restrictions on how many emails you send each month or which features you wish to use.
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

Reviews/Ratings

Overall 5.0 / 5
ease 4.8 / 5
features 4.5 / 5
design 4.8 / 5
support 5.0 / 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.

Pros & Cons from Real Users

Pros

  • What I love about this software is the level of customizability that you have when building out marketing emails and how easy it is to test these emails by sending test emails or checking out the pre test flights.
  • I am used to coding my own emails so I like that there is an option to either drop in your own code or use a template. The templates are very simple but they work across a variety of different email clients. I also like that I can manage both my email campaigns and social media out of one location.
  • Ability to track and provide reports. Integrates with SalesForce. Tracks social and web clicks. Responsive team.
  • No coding hassle, simple drag and drop marketing solution. I can watch user analytics about clicks and campaign activity. Best for small and mid enterprises business. Scheduling if emails are a great addition.

Cons

  • The only thing about this software I would improve is that on the HTML side everything is created within nested tables, which I do not prefer and leads to small hiccup errors.
  • Emfluence does not have very detailed reporting features; they will work for most everyone, but for my company, it requires a lot of editing.
  • Takes some time to get acquainted with user interface and understand where functions are located.
  • I never encountered any problem with this platform.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Keap
Founded: 2001
United States
keap.com

Company Information

emfluence
Founded: 2003
United States
emarketingplatform.com

Alternatives

Alternatives

monday CRM

monday CRM

monday.com
Mailchimp

Mailchimp

Intuit Mailchimp

Categories

Categories

AB Testing Supported
Bulk Email Supported
Email Marketing Supported
Email Tracking Supported
Landing Page Supported
Lead Generation Supported
Lead Nurturing Supported
Lead Scoring Supported
Personalization Supported
Referral Supported
Survey Supported

Campaign Management Features

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

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

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

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

Campaign Management Features

Channel Management Supported
Contact Database Supported
Email Marketing Supported
Event Triggered Actions Supported
Lead Management Supported
Multi-Campaign Supported

Email Marketing Features

A/B Testing Supported
Artificial Intelligence 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 Nurturing Features

A/B Testing Supported
Campaign Management Supported
Drip Campaigns Supported
Lead Capture Supported
Lead Notifications Supported
Lead Scoring 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 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 Supported
Website Visitor Tracking Supported

eCommerce Marketing Features

AB Testing Supported
Abandoned Cart Email Not Supported
Analytics / ROI Tracking Supported
Customer Data Profiles Supported
Dynamic Content Supported
Email Marketing Supported
Email Personalization Supported
Facebook Ads Supported
Google Ads Not Supported
Product Recommendations Not Supported
Push Notifications Not Supported
Retargeting Supported
Search Marketing Not Supported
Segmentation Supported
Signup Forms & Popups Supported
SMS Marketing Supported
Social Marketing Supported
Triggered Emails Supported
Website Visitor Tracking Supported

AB Testing Features

Audience Targeting Supported
Campaign Segmentation Supported
Funnel Analysis Supported
Heatmaps Not Supported
Landing Pages / Web Forms Supported
Multivariate Testing Supported
Split Testing Supported
Statistical Relevance Analysis Supported
Surveys Supported
Test Scheduling Supported
Visual Editor Supported

Account Based Marketing Features

Analytics Supported
Campaign Personalization Supported
Customer Segmentation Supported
Engagement Monitoring Supported
Lead Nurturing Supported
Lead Scoring Supported
Progress Tracking Supported
Prospecting Tools Supported
Target Account Identification Supported

Customer Engagement Features

Analytics Supported
Churn Management Not Supported
Communication Management Supported
Community Management Not Supported
Content Syndication Not Supported
Feedback Collection Supported
Gamification Not Supported
Live Chat Not Supported
Video Content Supported

Email Tracking Features

A/B Testing Supported
Audience Segmentation Supported
Campaign Management Supported
Event-Based Notifications Supported
Location Tracking Supported
Team Management Supported

Landing Page Features

A/B Testing Not Supported
Analytics Supported
Drag & Drop Supported
Form Creation Supported
Real Time Editing Supported
Responsive Supported
SEO Management Supported
Templates 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 Supported

Personalization Features

A/B Testing Supported
Abandoned Cart Saver Not Supported
Account Based Marketing Supported
Behavioral Targeting Supported
Campaign Segmentation Supported
Content Analytics Not Supported
Contextual Targeting Supported
Customer Profiles Supported
Experience Management Not Supported
Recommendation Engine Not Supported
Website Personalization Not Supported

Referral Features

Affiliate Marketing Not Supported
Campaign Management Supported
Contact Management Supported
Employee Referral Management Not Supported
Feedback Management Supported
Lead Engagement Supported
Loyalty Program Not Supported
Referral Tracking Supported
Rewards Management Not Supported

Survey Features

Custom Survey URLs Supported
Data Analysis Tools Supported
Email Marketing Supported
Mobile Survey Not Supported
Offline Response Collection Not Supported
Paper Survey Not Supported
Question Branching Supported
Question Library Not Supported
Site Intercept Survey Not Supported
Skip Logic Supported
Supports Audio / Images / Video Supported

Transactional Email Features

A/B Testing Supported
Contact Database Supported
Dynamic Content Supported
Email Monitoring Supported
Mailing List Management Supported
Reporting/Analytics Supported
Spam Check Supported
Template Management Supported

Integrations

Facebook Supported
Salesforce Supported
WordPress Supported
Zapier Supported
Cloud Elements Supported
Daily.ai Supported
Digistore24 Supported
Domo Supported
Event Rental Systems Supported
Google Contacts Supported
Kixie PowerCall & SMS Supported
Minoa Supported
OrderForms.com Supported
ProProfs Chat Supported
Talkdesk Supported
Textiful Supported
Thinkific Supported
Typeform Supported
Voxloud Supported
Wishpond Supported

Integrations

Facebook Supported
Salesforce Supported
WordPress Supported
Zapier Supported
Cloud Elements Not Supported
Daily.ai Not Supported
Digistore24 Not Supported
Domo Not Supported
Event Rental Systems Not Supported
Google Contacts Not Supported
Kixie PowerCall & SMS Not Supported
Minoa Not Supported
OrderForms.com Not Supported
ProProfs Chat Not Supported
Talkdesk Not Supported
Textiful Not Supported
Thinkific Not Supported
Typeform Not Supported
Voxloud Not Supported
Wishpond Not Supported
Claim Keap and update features and information
Claim Keap and update features and information
Claim emfluence Marketing Platform and update features and information
Claim emfluence Marketing Platform and update features and information