Pipedrive vs. Keap (Formerly Infusionsoft)
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If you struggle to serve customers, leads, and sales, this article is for you. And that’s where Pipedrive and Keap come in. They’re like super organized digital assistants managing your customer-related things. However, with the numerous options available for selection, it becomes difficult to choose the best CRM tool for your business; it can be likened to searching for a needle in a stack of hay. That is what differentiates Pipedrive vs Keap.
Follow this article as we break down these two major players in the customer management space. In essence, by the end, you will understand what each tool does and which one may suit you better. Because let’s admit it – picking the right tool might help your business run smoother, sell more stuff, and grow faster than before! Now, let’s take a look at how these two compare.
Pipedrive vs. Keap – Overview
Pipedrive
With its easy-to-use platform for managing sales pipelines, Pipedrive has emerged as a major force in the CRM market. It eliminates repetitive administrative work and gives time-saving features like meeting and phone scheduling automatic precedence.
Key Features of Pipedrive
One outstanding aspect of Pipedrive is its visual sales pipelines, which give consumers a concise and easy-to-read summary of their sales operations. This visual aid allows companies to locate bottlenecks, monitor their development, and decide how best to streamline their sales procedures.
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Activity-Based Selling
Pipedrive’s methodology is based mainly on activity-based selling, which motivates sales teams to concentrate on activities that produce outcomes. By prioritizing essential tasks and monitoring their progress, businesses can improve efficiency, simplify processes, and eventually increase closure rates.
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Suitability for Businesses
Real estate, consultancy, and e-commerce are just a few of the many industries Pipedrive serves, from startups to established companies. Because of its adaptability and versatility, it will be the ideal choice for businesses trying to improve their sales approach and build enduring customer relationships.
Keap
Previously known as Infusionsoft, Keap has become a global leader in CRM, concentrating heavily on serving small and medium-sized enterprises (SMBs). Its steady dedication to efficiency and automation accounts for its expansion and appeal.
Distinctive Features of Keap
Keap offers businesses of all kinds a comprehensive set of features to maximize efficiency: calling functionality, automation tools, and mobile access are just three. Together, this help streamline communication processes while automating repetitive tasks—keeping businesses connected on the go!
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Startup and SMB Benefits for Enterprise
Keap’s feature set is especially advantageous to startups and SMBs, providing them with all of the tools to grow efficiently, from its built-in calling feature to automated workflows that save both time and resources.
Plus, Infusionsoft mobile access enables businesses with distributed sales teams to manage CRM activities effortlessly from any location—perfect for modern, agile businesses that rely on remote sales teams!
Pipedrive vs. Keap (Formerly Infusionsoft) – Features Comparison
Compare Pipedrive vs. Keap features in order to understand which CRM platform would best serve your company.
Dashboard and Navigation
- Pipedrive: Indulge in Pipedrive’s simple yet user-friendly dashboard layout that makes navigating key information at a glance straightforward and effortless.
- Keap: Keap’s dashboard offers users an in-depth snapshot of their business operations, making navigation and accessing essential data points simple and streamlined.
Lead Capturing and Contact Management
Pipedrive stands out in lead capture and contact management, with powerful tools for collecting leads, managing contacts, and monitoring interactions throughout the sales cycle.
Keap offers powerful lead-capturing and contact management features. It enables users to capture leads from multiple sources while effectively organizing contacts to conduct targeted marketing campaigns.
Pipelines
- Pipedrive: Pipedrive’s pipelines feature allows users to visualize their sales processes, track deals through different stages, and identify areas for improvement.
- Keap: Keap’s Pipelines feature allows users to build custom sales pipelines tailored specifically to their individual businesses. This provides visibility into deal progress while streamlining deal management processes.
Task Management
Pipedrive: Pipedrive provides robust task management features, enabling users to assign, track, and complete sales activities tasks ensuring nothing slips through the cracks.
Keap: Keap’s task management feature allows users to create tasks, set deadlines, and assign them to team members – helping ensure important projects are completed on time and within budget.
Mobile App
- Pipedrive: Pipedrive gives users anywhere access to their CRM data so they can handle leads, monitor transactions, and maintain communication with their team.
- Keap: With seamless access to CRM services provided by Keap’s mobile app, users can manage contacts, monitor appointments, and send follow-up emails while on the go.
Analytics
- Pipedrive: Users of Pipedrive’s analytics tool can monitor important indicators, spot patterns, and make data-driven decisions to increase sales effectiveness.
- Keap: With its extensive reporting features, Keap’s analytics function enables users to precisely calculate the return on investment of their efforts, track sales performance, and track marketing campaigns.
| Features | Pipedrive | Keap |
|---|---|---|
| Dashboard and Navigation | Clean and intuitive layout | Comprehensive overview of business operations |
| Lead Capturing and Contact Management | Yes | Yes |
| Pipelines | Yes | Yes |
| Task Management | Yes | Yes |
| Mobile App | Yes | Yes |
| Analytics | Insights into sales performance and data-driven decision-making | Comprehensive reporting and ROI measurement |
| Email Integration | Integration with email platforms for seamless communication | Automated email campaigns and follow-ups |
| Customization | Yes | Yes |
| Automation | Yes | Yes |
| Contact Segmentation | Yes | Yes |
| Integrations | Integration with third-party apps and tools | Extensive integration options for seamless workflow |
| Learn more | Read Pipedrive Review | Read Keap Review |
Pipedrive vs. Keap – Pricing comparison
When it comes to pricing, both Pipedrive & Keap offer transparent models designed to cater to the needs of businesses of all sizes. Here’s a breakdown of their pricing strategies:
Pipedrive
Pipedrive adopts a straightforward pricing structure, starting at $12.50 per user per month for its Essential plan. The plan includes essential CRM features such as contact management, email integration, and sales pipelines.
For more advanced features, businesses can opt for the Advanced plan at $24.90 per user per month or the Professional plan at $49.90 per user per month. Pipedrive also offers a 14-day free trial for businesses to test out its features before committing to a subscription.
Claim this Exclusive Deal and save 20% on your first 12 months with Pipedrive CRM.
Keap
Keap offers various pricing plans designed to fit the needs of different businesses. Its basic CRM and automation features start at just $79; its Pro plan starts at just $149.40 monthly and adds advanced automation features and reporting. Larger enterprises may opt for Keap’s Max plan, which starts at just $199 monthly and contains advanced automation, CRM, and marketing capabilities. In addition, Keap offers companies a 14-day free trial so they may fully investigate its features before deciding.
| Feature | Pipedrive | Keap |
|---|---|---|
| Free Version | No | No |
| Free Trial | 14-day trial available | Yes, 14-days free trial |
| Starting Price | Plan starts at $12.50 per month | Plans start at $79/month |
| Plan Structure | Tiered pricing based on features | Tiered pricing based on features |
| Included Services | CRM, Sales automation | CRM, Marketing Automation |
| Additional Costs | Additional features may incur extra fees | Additional features may incur extra fees |
Alternatives to Pipedrive and Keap
Exploring alternatives can provide businesses with different pricing, features, and specializations that might better suit their specific requirements. Here’s a look at three notable competitors: Freshsales, ActiveCampaign, and Instantly.
Freshsales
Freshsales is a component of the Freshworks Suite that is designed especially for teams that move quickly. Comprising integrated phone, email, and workflow automation technologies together with AI-based lead scoring. Growing businesses may afford Freshsales because of its 21-day free trial and paid subscriptions that start at $10 per user per month.
ActiveCampaign
ActiveCampaign is an all-inclusive CRM with an emphasis on marketing automation, offering email marketing, automation, sales automation, and CRM all from one convenient platform. There’s even a 14-day free trial when email sign-up occurs! Lite plans start at just $29/month, while advanced plans with CRM functionality begin at $49.
ActiveCampaign’s key strength lies in marketing automation with features for email marketing automation as well as sales automation ranging up to more advanced plans with CRM functionality starting at just $49 monthly – making ActiveCampaign ideal for businesses that need extensive marketing or sales automation automation features from just one location.
Insightly
One robust CRM system with integrated project management features is provided by Insightly. Companies that must handle projects as well as client relationships will find it useful. Insightly offers features including contact management, workflow automation, and comprehensive reporting together, with a free 14-day trial.
The Plus package starts off at $29 per user each month. A terrific choice for small teams, Insightly also provides a free plan for up to two users.
These alternatives provide a range of features and pricing plans to cater to businesses’ varied needs. Whether you need strong marketing automation, integrated project management, or AI-based lead scoring, these CRM tools offer diverse functionalities to help you manage and grow your business effectively.
Conclusion and Recommendations – Pipedrive vs. Keap
Each of Pipedrive and Keap has benefits that make it more appropriate for particular kinds of businesses. Because of its visual sales channels, activity-based selling, and user-friendly interface, Pipedrive is perfect for companies trying to enhance their sales operations.
Keap, on the other hand, distinguishes itself by having a large number of automation tools, as well as powerful calling and mobile access features. This makes it ideal for startups and small enterprises looking to streamline their marketing and operations.
How to choose the right CRM
Here are some considerations to bear in mind as you compare Pipedrive vs Keap CRMs.
- Size of Business: Keap’s complete automation features may be preferable for entrepreneurs and new enterprises, whereas Pipedrive’s lead management tools may be more valuable for bigger sales teams.
- Industry: Industries with complex sales processes and a focus on pipeline management, such as real estate and consulting, may prefer Pipedrive. In contrast, service-based industries that require strong customer relationship management and automation may find Keap more suitable.
- Specific Needs: Evaluate whether your business prioritizes sales optimization (Pipedrive) or comprehensive CRM and marketing automation (Keap).
Choose Pipedrive if:
- You need a CRM with a clean and intuitive interface.
- Your focus is on managing and optimizing sales pipelines.
- You value activity-based selling and tracking sales activities.
- Your business requires robust task management and calendar integration.
- You prefer a cost-effective solution with scalable plans.
Choose Keap if:
- You need strong automation capabilities for CRM and marketing.
- Your business benefits from built-in calling features and seamless communication.
- You require comprehensive mobile access to manage CRM activities on the go.
- You’re a startup or SMB looking to streamline operations and enhance customer engagement.
- You want advanced features like automated lead nurturing and detailed analytics.
Businesses may make an educated choice that fits their particular requirements and objectives by carefully weighing these elements and evaluating the unique selling features of each CRM. Pipedrive and Keap both have useful features that can significantly increase company productivity and promote expansion; which is the best option for you will rely on your specific needs.