Bigin by Zoho CRM vs. Keap

- Multiple pipelines let me organize processes like sales, marketing, customer support, and assets clearly. - The forms builder allows me to gather leads, sign-ups, and customer requests from my website directly into the Bigin by Zoho CRM. - Integrations with Zapier and Make connect website orders and data from other sources smoothly. - Email templates make it easy to send professional, branded communications. - Automations handle repetitive tasks like managing customers, orders, and team tasks, saving me time.

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

• Manage big databases. We have a large database of contacts and partners (more than 5,000 contacts), which are updated day by day, as a result of our participation in conferences, webinars, etc. For this reason, we needed a platform that would allow us to always have our database up to date, and accessible and editable by any member of the company.
• Pipelines. Pipelines are very necessary in our daily lives, since we present many service proposals to different clients, and until now we control the status very manually. With Bigin by Zoho CRM, we can have all this information centralized in a single place, and know at all times the status of the service proposals we present (sent, pending decision, lost, won...).
• Product definition. The product definition block has allowed us to further structure our typologies of products and services. At least, it has allowed us to reflect on them and what is the best way to package the service offered.
• Control panel. The control panel has been very useful for us to be able to quickly see the main indicators (offers presented, next actions to be taken, etc.).

• 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

• No multi-select bulk move in pipeline After a webinar we had 42 cold leads that qualified → wanted to drag them all to “Interested” in one go. You can’t; moved them one-by-one like playing Solitaire.
• Workflows hidden behind pay-wall We needed an auto-survey when deal = “Won”. Works in trial, the day licence dropped back to free the rule simply stopped – zero warning.
• Offline mobile = read-onlyMentor met founder in co-working basement (no Wi-Fi). Took paper notes, re-typed into Bigin back at office → duplicate risk.
• Pick-list values can’t be deactivated, only deletedWe miss-typed “Refferal” instead of “Referral”. To fix, must delete; history of 60 old records then shows empty source.

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

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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.

Bigin has really helped us with selling our monitoring services to our customers, which is primarily farmers in the UK. We often need to talk to customers before, during and after a sale, and Bigin helps us keep our contacts and leads organised as we track all these interactions. We recommend it very strongly

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.

OMG, it's all in one and that compromises everything, fundamentally. If you want a race car, invest in a race car. If you want a dune buggy, get that. If you want a boat that floats, go for it.

The support is all international and it takes a while to get support as you have to go through chats and set up times, not as easy to just call and get the support you need. They are very nice when you do finally connect with someone and they are knowledgeable, just challenging being international sometimes.

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 have been to a number of in-person training sessions over the years with Keap and all of them have been FANTASTIC. They really put a lot of time and effort into these sessions. Staff and facilitators go out of their way to ensure that participants are getting what they need.

Incentivized

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.

Don't let the fear of implementing a new software solution keep you from unleashing the power of automation that Infusionsoft provides. With the right implementation partner, the process can not only be smooth and painless, it can actually help you get a better understanding for how your current communication process can be improved upon.

Simplicity Without Sacrificing Core Features
Unlike full-scale CRMs that often feel overwhelming, Bigin by Zoho CRM provides a focused set of features that are perfect for managing deals, contacts, and activities. It’s not bloated, and that was exactly what we needed for a lean, fast-moving team.

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.

• I was able to migrate from Hubspot CRM easily saving me hours of time
• I have recieved 5 x replies to the email sequence i set up since i started using it
• I have improved lead conversion by 5% so far

• 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