Keap vs. Spokal

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

For current Wordpress users Spokal is outstanding and highly recommended. For clients who don't already have a Wordpress blog it's a bit tricky as I need to first sell the benefits of using Wordpress in order to get them on board, but in all honestly I would recommend Wordpress anyway, it just slows the process down having to design and install Wordpress before we can get started.

• 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

• Very clear interface that easily guides you through the necessary steps to post content.
• Great customer service!
• Keyword recommendations that are helpful in creating content.

• 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

• Allowing the import of audience/customers from Mailchimp or ActiveCampaign (they are working on this as we speak)
• The unique visitors number is different in Spokal from Google Analytics. Not sure why this is.
• The blog editor is better in Wordpress, so I end up creating my posts directly on my Wordpress site rather than through Spokal. I'll try this again but I had an easier time creating the post in my Wordpress site.

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.

Best combined product I've seen so far to run a WordPress based website. When it comes to solutions that replace multiple others and even to the combined feature set, it's a no brainer to start using that solution. Spokal is one of these tools I felt to have found that I want to use every day as it saves a ton of time.

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

Spokal takes away some of the complexity and noise that Wordpress has. Offering a separate login and dashboard to allow a user to create blog posts, check on backlinks, see ranking keywords, social engagement and tracks visitors/ contacts. Spokal provides a lot of functionality that would typically require the purchase of several products e.g. Hootsuite, SEO Moz, SEO pressor, Hubspot. What I really like is the content calendar. I simply drag and drop of my blog posts into my calendar to post to twitter, linkedin and facebook. This is an easy way to repost evergreen content and build my following on twitter. The twitter builder is constantly looking for relevant profiles and conversations based on my defined criteria. The tool automatically likes the twitter user which drives traffic to my sight and actually helps me find followers and potential influencers. This product is ideal for people new to internet marketing or small business owners who don't want to be overwhelmed by the effort to learn, manage and run several tools or wordpress plugins. I have been with Spokal since the start and I continue to be impressed by the support and raft of new functionality being added.

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

The guys at Spokal listen and act upon every single message I send. Nothing escapes their attention and they always seem delighted to be going out of their way for me and deliver outstanding customer service - probably the best I've ever received. That's no exageration, they show a genuine care for feedback and a practical approach to executing requests. When you see something you've suggested being implemented into the software you're using, there is no greater indicator that somebody is listening. Great guys, can't praise them enough.

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

Know and like Hubspot. Its solid but may be cost prohibitive for some firms. It also has bit of a learning curve and 3rd party skills are not cheap if you need help from external agencies. Looked at Orbtr - this is an excellent product, also wordpress based. Looked at Leadius. A swedish company that has a very solid looking platform leaning more towards the hubspots but somewhat more affordable

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

• More engaged Twitter following
• We procured a client because of our blogging & Spokal's platform to marketing the blog posts on social media