Keap vs. monday marketer

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

I think monday marketer is well suited to every organization, as it helps to track the current status of work/assignments, and helps lower down the chain of email communications for work status notifications, less use of Excel and other tools as we get all WBS like features at one place. monday marketer isn't suitable for you if you want to transfer your Excel project data which uses macros or complex formulas for any data items/columns.

Incentivized

• 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

• Tool with a very dynamic interface
• The way monday.com notifies you when we have a message is very useful, everything is saved so we can look at it at any time.
• The monday.com autosave offers greater peace of mind when working with cards.
• Monday.com is a very well developed tool, with a modern design.

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

• Importing Excel docs can sometimes be a struggle
• Notifications are not consolidated. So if a teammate makes a new board and assigns me to a bunch of items, I get an individual notification of every single one
• I like sub-items, but they aren’t always necessary so making them unremovable isn’t great

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.

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

It is an easy platform to learn for new members joining the team. The useability of monday.com makes it easier to onboard stakeholders and team members, to make project management easier for everyone. Automation also makes common tasks easier by eliminating the need to focus on doing repetitive things over and over and over again.

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

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

I gave a 10, however, I have never needed to reach out to their support. I prefer self-led training, so if I ever ran into an issue, I was able to find a solution immediately in their knowledge base. It's insane how they have created a product-led software that really doesn't require direct support or implementation help. It's just easy. That being said, I can appreciate that there is direct support on hand if needed

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.

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

We've used Microsoft Excel for the management of our marketing initiatives in the past. Microsoft provides basic collaboration features and allows us to visualize data as we needed, but it was not a true task management system that was important for all parts of our marketing processes. monday marketer allowed us capabilities such as assigning items, setting up automated notifications based on status changes to notify business stakeholders, keeping track of correspondence for each component, and more. It was an easy selection for us.

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.

• 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

• It has saved our team a lot of time. It allows our Creatives to quickly see what projects should be on their priority list, as well as where the other elements of each project are at.
• The update feature allows our team to have focused communication regarding different tasks. It's easy to tag in team members and ask questions, provide links to finished assets, etc.
• Before I joined the team, they were debating whether this software was the right choice and thinking about switching. When I joined the team, I really owned monday.com and got to learn the software. I figured out ways to make my team's boards more efficient and useful, which has in turn greatly increased the employee adoption of this software. There are now best practices and processes in place regarding this platform which has made it easier for everyone - we all want to keep monday.com now!

Incentivized