Gist vs. Keap

Gist is perfect for SaaS I'd say, and perfect for long sales cycles with lots of lead nurturing involved, and for scenarios where you re-market via FB ads, because there's FB custom audience integration built into the workflows. Perfect for customer service and support. Really outstanding there. It's a little less suited to ecom but they're hammering out the finishing touches to make ecom cart recovery easier.

Incentivized

Keap is very good at contact management and automation creation but weaker at email campaign creation. I was particularly interested in a function where when manually entering a new contact, you are then able to email that contact using a premade HTML template. It will currently not do this. There is a workaround, but it is unnecessarily ponderous.

Incentivized

• Gist provides endless ways of interacting with customers. I can chat and email with them, track their usage on my site, qualify them, add tags and other profile information, and so much more.
• There is even an awesome live view that lets me spy on visitors to see how they're using the site.
• The tools are powerful, easy to use, and constantly getting improvements. It seems like every week there is another update being rolled out that substantially extends the functionality or usability of the features in Gist.

• Pricing: Keap Max Classic (formerly Infusionsoft) is affordable for nonprofits and small businesses and includes all the automation features we need!
• Customer Support: Our onboarding and success coaches have been so helpful, taking into account some unique processes we have and finding solutions.
• Updates: Keap is constantly providing more and better solutions!

Incentivized

• Free plan limits are too low.
• Chatbots should work not only for Gist's native online chat, but also for the other chat-based channels such as Facebook. (instead of having to use another software for that purpose)
• Pricing structure - Support bot should not be an add-on but a core feature.

Incentivized

• More articles and videos on how to use the various functions of Keap
• Having representatives designated to certain regions or companies for a point of contact when help is needed
• More options when building the emails. While the click and drop options can be a plus, they can also be negative because you are limited to image and text sizing and positions

Gist is a quite reliable service with a lot of added values. We don't need to pay for different Saas for these important features. If I had an issue the team was super responsive and helpful, that is essential for every business. The email delivery is great, so virtually no email has landed into spam folder

Incentivized

We have invested a lot into Infusionsoft and are using it to automate our processes and marketing. Changing CRMs would have a HUGE cost for us and based on our evaluations, the grass isn't greener elsewhere. Infusiosoft fits most of our needs and is slowly getting better each year. Their support is great and we will continue to use them until something much better comes around or our company outgrows a small business CRM.

Gist does pretty much anything you want it to when it comes to managing your contacts. Sometimes I wish it updated faster, but wait a few beats and it gets there. I really love that I can show a colleague how to use the chat messenger and they understand it right away. Very user friendly!

Incentivized

You do need to spend some time on-boarding and implementing the software in order to have full functionality. We were lucky - we had colleagues at the university with experience with Keap and then hired an intern familiar with the software to get us set up and ready to use it. We've had some functionality issues with it along the way and that has frustrated myself and the other uses in our department.

Incentivized

There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.

I haven't had any performance issues with Infusionsoft. Every time I use the software everything seems to run quickly and smoothly.

Incentivized

I have communicated with their team multiple times and every time they have been very responsive, knowledgeable, and polite. They work to make sure you are happy and informed of what is going on. Better their team keeps up to date with their app, giving you new features, and keeping you notified and educated about what they are and how to use them. A+

Generally, very responsive support for even our more complicated issues. We do have some open issues that we need resolutions on and that I understand are complicated and will take longer to resolve but the open issues are significantly impacting to our business.

Incentivized

This training is taught often to the lowest common denominator so as to help as many customers of theirs as possible. We do the training and coaching and implementations for our clients. But clients who I know who have been to their training get trained well. The gap that can exist lies in you doing your part and really investing in using and building out the application. The training and education is only as good as your willingness to apply it.

The results of training online are often based on how people learn. The training was great but with feature updates, you just have to get in there sometimes and do it! The training definitely lays a firm enough foundation for you to be successful even if its can't be updated with every feature update.

If you do this by yourself it will likely take you 6-9 months to get it entirely set up, unless you have a full-time dedicated person handling it. I recommend hiring a prof service company to implement it for you. They should be able to do it all in 90 days or less.

They both seem to have parity with each other with each having their own small advantages. I went with Gist because it was more affordable. Infusionsoft customer for almost 5 years and it seemed I was always working more on getting it to work instead of getting work done. Gist is so intuitive I had it setting up and running the basics in a few hours.

Incentivized

Keap is fast. The learning curve is shorter and they have an academy for learning with videos quite extensive that explain a lot of different scenarios, specially when you need to customize scenarios of automations and segments. Is cheaper if you consider that this services CRM + Mailing don´t come often in one package and the realiability to send mails is quite good.

Incentivized

You get a lot of features included, but you don't need to use them all at once to start seeing an effect. When you are ready to use them, they are there. It also scales without costing too much money.

• Our ROI has increased significantly because of Gist's chat and app integration into our website. Contact forms are great but a real-time conversation means you can be more effective in meeting your customer's needs.
• The additional features in the recent upgrade mean we can use Gist for more. They have always been effective for email campaigns, but the addition of the knowledge base and more effective workflows means we can automate more. This has saved us from buying more software.

• Automation has allowed us to be more engaged and invested in our customers by reminding us about birthdays and other important events in their lives so that we can celebrate with them.
• We lacked the manpower to sell and distribute orders online before setting up the payments and automation features. We now collect $5k+ a week in lost sales through online ordering.
• List cleaning functionality and engagment settings have allowed us to run a 40-50% email open rate that allows us to create an engaged community around local events and opportunities as well as sales and special offerings.

Incentivized