Are you feeling like Keap just isn't cutting it for you anymore? You're far from alone. Searching for the best Keap alternatives is about finding the right tools that nail your specific needs without breaking the bank.
In this article we'll take a look at the best Keap alternatives available today. You'll learn about each tool's features and how to choose the right tool for you and your team..
What is Keap?
Keap, formerly known as Infusionsoft, is a comprehensive customer relationship management (CRM) tool designed to streamline client interactions, automate marketing processes, and manage sales pipelines for small businesses. While it offers robust features like email marketing automation, lead capture forms, and detailed reporting capabilities, some users find its complexity and pricing structure challenging.
Keap is an all-in-one CRM tool with a lot of robust features and options. For some, however, it's too overwhelming or difficult to use.
As user Jacob says in a G2 review:
Because of the depth of what Keap CAN do, it takes a good while for team members to be fully trained in how to do all those things and if someone isn't tech savvy, they may not find it user-friendly. That said, I would never give up the capabilities for a simpler experience because they're worth it. Any other complaint I have is super minor like some search/filter settings only being available on select reports.
Why Are Folks Hunting for Keap Alternatives?
It's inevitable that as companies grow, their needs grow and change. So the tools they use have to either grow and change or fall like software dominos. Despite Keap's comprehensive toolbox aimed at simplifying client management and marketing automation for small enterprises, it doesn't universally cater to the nuanced demands of every business. Here's a few of the most common reasons why people are looking for Keap alternatives:
- User Experience: New users often face a steep learning curve due to the platform's extensive functionalities. This can be overwhelming for smaller teams or those without dedicated IT support.
- Pricing: For startups or small enterprises operating on tight budgets, Keap’s pricing tiers can be prohibitive. The cost escalates with the addition of more contacts or advanced features.
- Limited Customization Options: Some businesses may find that while Keap provides numerous tools and templates for automating marketing efforts, customization options are somewhat limited when compared to other platforms.
- Niche Focus: Primarily aimed at service-based small businesses; companies outside this niche sometimes struggle to adapt the platform's specific functionalities to their needs.
Finding an alternative CRM system that aligns better with your business size, industry-specific requirements, or budget constraints could significantly enhance operational efficiency.
If you're on the hunt for a user-friendly interface that your team can easily adopt, or if you need features specifically designed for e-commerce rather than service offerings, chances are there's an alternative to Keap out there better suited to your business needs.
Considering these factors, it's worthwhile to investigate alternative CRM options that strike a different balance between user-friendliness and comprehensive features. This approach could enhance your customer relationship management tactics as you head into 2024, depending on your organization's priorities.
The Best Keap Alternatives for 2024
1. HubSpot Sales Hub
For businesses craving a CRM solution that goes beyond the basics, HubSpot Sales Hub shines as a beacon. Far from merely overseeing client interactions, it redefines the art of boosting your sales dynamics. With an impressive rating of 4.5 out of 5 from 447 reviews and lauded by 78 users for its intuitive design, this platform offers a suite rich in sales and marketing tools designed to close more deals.
Their pricing plans are diverse, catering to both small teams looking for free CRM solutions and larger companies needing advanced features like email tracking and automation capabilities. HubSpot's distinct advantage lies in its effortless melding with various software systems, thus elevating company processes smoothly and efficiently.
As user Ferenc says in a G2 review:
HubSpot Sales has a variety of useful features. It's very self-explanatory on the surface; however, I'd recommend using their learning materials to dig deeper into the data you can get out of this software. I heavily rely on the fresh, real-time data, and this gives me that; however, sometimes a refresh on the page has to be done, but that's not an issue. It helps you track website visits, deals, communications, meetings, tasks, and performance to the point where you can see every element of each touchpoint. Very detailed platform and easy to navigate. It has many other features, not to mention convenient integrations and extensions that make the sales process even easier. I'd highly recommend Sales Hub because it offers a compelling solution for businesses seeking to streamline their sales processes with ease, effectiveness, and straightforward implementation. That's why I'm using it daily. I've never needed their customer support as even if a system has down time it gives me instantly a notification on the top, that's how good it is.
2. Workbooks CRM
Workbooks CRM, rated at 4.3 out of 5 by reviewers across the board, has proven itself especially adept for growing businesses with its robust set of features aimed at improving customer experience while streamlining project management tasks. Thirteen recommendations can't be wrong: Workbooks offer something unique for those who need more than what traditional CRMs provide.
This platform’s strength lies in pipeline management coupled with detailed lead tracking functionalities that let you analyze customer behavior effectively – ensuring no opportunity slips through the cracks.
As user Dave notes on G2:
Workbooks is an easy to use, fully cloud based CRM solution perfect for Small and Mid-sized organisations alike. Easy to setup with no installing or server required allows for Workbooks to be accessed from anywhere easily irregardless of role and working requirements.
Support is quick to respond and many helpful resources online to help resolve or identify different approaches to take.
3. Dynamics 365
Merging relationship management with cloud-based efficiency, Dynamics 365 presents an integrated approach to handling sales leads and engaging customers on social media channels among others – all from one single platform boasting a solid rating of 4.4 from over five thousand reviews.
The beauty here lies in how well it caters to enterprises seeking scalable options thanks to their enterprise plan which supports even the most demanding engagement tools needed by modern-day marketing teams aiming high on delivering exceptional service experiences every time.
User Muhammed shares on G2:
Dynamics 365 Sales provides us with a powerful set of tools and capabilities to streamline our sales processes, enhance customer relationships, and make data-driven decisions. The comprehensive CRM functionalities, integration with other Microsoft products, intelligent insights, mobile accessibility, and scalability make it an invaluable asset for our sales teams.
4. Active Campaign
ActiveCampaign shines when it comes to email marketing and automation tools. Centered around crafting tailored customer interactions, their system provides sophisticated outreach instruments, enabling companies to design precise email strategies effortlessly. Adopting this strategy not only elevates the likelihood of emails being opened but also significantly enriches the customer's experience from start to finish.
Active Campaign is more of an e-mail newsletter service that has some basic scraping functions.
As user Trudy puts it on G2:
Active Campaign makes it easy to segment the people on my email lists. I can add takes, use a scoring system and more to highly personalise what I send and who I send it to. Over time this helps with conversion rates. And I really like the CRM-like functionality that Active Campaign offers. It makes it much easier to track where specific customers/potential customers are in the sales pipeline. Also, Active Campaign intergrates well with the quiz-building software tool I use. Super easy to implement. I'm on Active Campaign several times a week, building new forms, sending email newsletters and setting up new automations. I can't comment on how good customer support is because I've never had to use it. Active Campaign just works.
5. Pipedrive
Pipedrive, known for its robust reporting capabilities, stands out by providing detailed insights into sales processes. By simplifying the analysis of client actions, their system empowers groups to tweak tactics for improved results. The ability to track every interaction along the sales pipeline ensures nothing slips through the cracks.
As G2 reviewer Josh says:
I love that Pipedrive is business-centric (rather than person-centric), I can easily add and format custom fields, and the built-in reporting functionality has almost everything I need out to the box for my team to manage their pipelines. I was able to easily implement and integrate Pipedrive with PandaDoc, Office 365, and Teams without the need for a technical resource or web developer. The customer support is very responsive and has helped when we've needed it. Pipedrive is our brain for sales now. We rely on it every day.
6. NetSuite
If you're eyeing growth, NetSuite emerges as a solid pick. Diverging from platforms tailored for modest ventures, it provides a blueprint aimed at expansion on a grand scale. This means as your business expands, so does the functionality of your CRM without needing to switch services or deal with painful migrations.
Comparatively speaking, while some CRMs boast free plans or low entry costs, they often require add-ons or upgrades to match the comprehensive suite NetSuite provides from the get-go. Though specifics can vary based on individual business needs and customizations,
NetSuite’s pricing structure is tailored more towards larger companies ready to invest in robust sales and marketing automation capabilities.
As user Sid says on G2:
Netsuite is the gold standard for accounting software so everyone uses it, there is a lot of help online if you do not know how to do something. They way you can format transaction searches is better than any other program I have ever used, they can be so tailored to exactly what you need. Financial statement presentation is clean and the way everything is linked makes sense. Almost every other software any depatment uses can be integrated with Netsuite. Once you know how to work your instance of netsuite, you can pretty much work anyone's version of netsuite. Customer Support has always answered any inquiries we had the same day.
7. Freshsales
Freshsales, as an alternative to Keap, offers a variety of features that cater to the CRM needs of businesses looking for sales force automation, customer engagement, and analytics.
Freshsales provides a comprehensive, 360-degree view of your customers, allowing businesses to track customer interactions, engagement history, social profiles, and key details in one place. This feature enables a personalized approach to customer management and helps in understanding the customer journey better.
This tool excels in automating routine sales tasks with its workflow automation feature. It allows businesses to set up custom workflows for lead assignment, deal updates, and follow-up emails, significantly reducing manual work and ensuring no opportunities are missed.
User Atul says on G2:
Freshsales is a perfect CRM tool for small to mid-sized organizations for both daily sales-related activities to monthly and quarterly planning. It is easy to operate. All my leads, prospects, clients are categorized and managed properly in well planned stages of sales. managing a team is super easy and Freshsales makes coordination and supervision flawless.
Other than this, various campaigns over phone, whatsapp and email make it a super tool. FS is easy to integrate, atleast to me. I had tried a couple of CRM tools including Leadsquared but FS is unbeatable.
Their support team is super helpful and care for our business.
8. Zoho CRM
Zoho CRM stands out as a robust alternative to Keap, offering a wide array of features aimed at businesses seeking comprehensive customer relationship management, sales automation, and marketing tools. Zoho CRM's flexibility, scalability, and extensive integration capabilities make it a popular choice for businesses of all sizes.
This tool provides an omnichannel approach to customer interactions, supporting communication across email, telephone, social media, and live chat within a single platform. This feature ensures that businesses can engage with their customers on their preferred channels, providing a seamless customer experience.
User Tesjasvi says on G2:
The zoho crm is one package deal for everything required for the lead management. From pre-leads to the conversion, each of the lead management process is done easily. I have integrated zoho crm with my website and there is seamless operations with my leads. I use zoho crm everyday in my day to day operations.
9. Nimble
Nimble is a user-friendly CRM platform designed for small to medium-sized businesses seeking efficient ways to manage their customer relationships without the complexity often associated with more comprehensive CRM systems like Keap. Nimble stands out for its simplicity, social media integration, and focus on enhancing personal connections with customers.
One of Nimble's standout features is its deep integration with social media platforms. It allows users to easily connect with contacts across social networks and enrich customer profiles with social media insights. This capability makes it easier for businesses to engage with their audience in a more meaningful way and leverage social insights for sales and marketing efforts.
User Craig says on G2:
Nimble is extremely easy to use and concentrates on your contacts, communications, and calendars. This is 90% of what salespeople should be focused on!
Nimble's Prospector App gives you the ability to create, edit, or view contact records on the fly from anywhere on the web. This is particularly important since LinkedIn and Facebook have both removed API access to CRM products. With the edition of group messaging and email tracking ... Nimble becomes an even more flexible and valuable tool! Very soon Nimble will be releasing an increasing suite of automations including message sequencing!
10. ClickUp
ClickUp positions itself as a versatile project management and productivity tool, offering a distinctive alternative to Keap with its broad suite of features designed to enhance team collaboration, project tracking, and task management. Keap excels in CRM and marketing automation, catering to customer management needs. In contrast, ClickUp shines in project management and team collaboration, ideal for businesses aiming to enhance productivity and streamline their operational processes efficiently.
At the core of ClickUp is its sophisticated task management system, which enables users to create, assign, and track tasks with detailed descriptions, deadlines, priorities, and dependencies. This feature is crucial for ensuring that projects stay on track and that team members are clear on their responsibilities.
User Jon says on G2:
I like the fact that as a manager it gives me an overview of all the projects that my team is working, what's even better is that I can trickle down specifically what are the details of the project, who is the owner, what is the current status/update, and when is the due date. Teams can easily collaborate with each other as on the comments section members can tag each other.
Creating project boards is one of ClickUps strength as well as a user can freely choose how the board would like like through templates and customizations.
Integrations to Google Workspace works like a breeze as I get notifications for every updates on each projects.
Which Alternative Will You Choose?
The best Keap alternatives come with their own unique features, capabilities, and of course different prices. Ultimately it boils down to which tool fits you and your team's need now and a year from now. Make sure to include your team--you know, the people using the tool--in making the decision of which Keap alternative you'll choose. With so many affordable CRM solutions out there, doing your research will help you pick the perfect option for you. You might even look at other options like Octopus CRM or alternatives.
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