Extremely difficult to use; insufficient integrations; many customer service reps had poor English language skills.

When linkedin changed their url format I was stuck with over 3000 records with bad url's.

It is somewhat customizable. We like the reporting features, and the ability to incorporate other tools like Zapier to work with InfusionSoft.

Some functionality has been lost in transitioning to keap ownership.

Sick and tired of paying money for something no one can make function and do what I need.

We found this one of the best CRMs in market and application built quality is great.

The fact that we can design the whole campaign on a drawing board like the platform is something that I think everyone should do. It just gives you a good overall view of how we are running things.

The only bad thing is that it has no documentation in Spanish and that it is a bit expensive.

I started with Infusionsoft before it was Keap. Customer service was way better before the were bought out.

Landing pages rarely work and I have had multiple events and lost hundreds of leads during the KEAP take over of Infusionsoft. Now I have too much money invested to make a switch.

My overall experience is fantastic. Infusionsoft is advanced and I applaud the creators for their brilliant and creative minds.

I requested a cancellation of our acccount which, to this day, has not been actioned. I have had to go to my bank to block further charges of my account.

No meaningful R&D, poor support, and no email integration.

Keap has really been awesome so far and I will keep using it.

But it's just things like that that make the platform feel so outdated. For the first couple of years, we felt like the customer support was fantastic.

I don't know much about the pricing, but I have heard that it's a great value comparatively.

It  gives us the ability to help the customer feel secure in their purchase also helps to cover our end if one tries to lie and say they didnt recieve it.

We love Infusionsoft because it is user friendly, intuitive and we have been able to combine our marketing campaigns into the software.

There is a learning curve to understanding how to set up and send emails. It's also hard to manage email contacts.

I am happy with their level of support as well. I would recommend it to someone that is serious about building an online business.

Positive experience and great customer support.

Not only do they have great orientation videos, they have excellent customer service on the phone (very patient, friendly, and efficient).

Good value for the price for not for profit organizations. It does everything that we need it to do.

This is disappointing as we now must continue to store hard copy files when we were hoping to eliminate them.

You can not export to excel. You cannot delete mistakes.

Great customer service and they listen to suggestions from their customers on how they can improve their product(s) to make them more intuitive and user-friendly.

It's a good way to track donors and volunteers and the exported reports are pretty good.

The customer service was great; Brandon was very patient and kind with me and provided great support throughout the process.

With Sumac, we got the perfect solution  excellent customer service and an easy-to-use product at an affordable price.

The only problem we have encountered is to link our website donations to the program. We are still not sure where this glitch lies.

While we continue to refine how we use Sumac to best suit our organization, I feel more and more confident the more I use it.

Once familiar with the program, it is quite user friendly. The ability to customize forms for different programs has been wonderful.

It has always been because of my lack of knowledge of it's capabilities.

SUMAC wins the prize for the tech company that consistently provides patient, helpful and good advice.

Like that you could manage contacts, take payment and sync with accounting software.

A great way to manage show attendees, we like that we can track who has donated and who has seen performances and what dates; contact types are very useful, as is the search builder function.

The website integration is great and easy to use.

We scheduled a demo with a Sumac Guru for our entire team and we were all captivated by the ease of use and functionality it offered  almost everything on our wish list (and much more).

It is sometimes difficult to load the software onto Mac computers.

Sumac and its staff have been really supportive and so responsive to our specific needs and even our suggestions for improving the software.

There's a wide variety of add-ons you can choose and our custom module works great. The website integration is seamless and saves us a lot of time.

They are knowledgeable, friendly, patient and professional. It's so reassuring to know that if you need help, there is a live person available to walk you through what you need.

But I am not very technologically savvy, and others will not be as easily frustrated as I am.

Sumac is incredibly easy to use, is customizable, and the free support is outstanding. They are always happy to help.

The switch from a manually managed membership list to an integrated data base has been smooth thanks to the excellent support from Sumac support and other staff.

For example, Having all gifts in the same group as any other notes and points of donor contact is rather frustrating due to the cluttered nature.

Thrilled with the highly customizable functionality of SUMAC & wonderful customer service support.

Lack of editing features for e-mail campaigns. The whole program lacks user friendlyness.

US Dollar

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across various industries streamline sales and manage customer experiences.


Users can segment contacts, track customer interactions, send emails, as well as run campaigns with personalized communication triggers based on emails opened, clicks, and more. Users can also manage e-commerce, from inventory management to payments and purchase fulfillment, set up online shopping carts, track digital storefront activity, send quotes, invoices, and receipts.


The system’s reporting and analytics tools help users run analyses on parameters such as emails, campaign performance, and ROI data. Users can access Keap remotely on Android and iOS devices. It offers integration with QuickBooks, SalesForce, Outlook, Gmail, plus more. 


Pricing is on a monthly subscription basis and includes support via phone, email, and FAQs. 



LongDescription

A/B Testing

Cataloging/Categorization

Lead Notifications

Customer Surveys

Multi-Channel Marketing

Electronic Payments

Personalization

Social Marketing

Request Assignment

Lead Engagement

Lead Capture

Activity Tracking

SEO Management

Data Synchronization

Customer Segmentation

Drip Campaigns

Customer Service Analytics

Responsive Web Design

Sales Pipeline Management

Referral Tracking

Task Scheduling

Order Management

Calendar/Reminder System

Relationship Tracking

Invoice Management

Lead Distribution

Projections

Knowledge Management

Multi-Campaign

Pipeline Management

Sales Orders

Customer Database

Shopping Cart

Calendar Management

Customizable Fields

Sales Trend Analysis

Campaign Scheduling

Template Management

ROI Tracking

Data Import/Export

Campaign Segmentation

Email Tracking

Promotions Management

Campaign Planning

Customer Support

Lead Generation

Email Templates

Customer Activity Tracking

Self Service Portal

Subscriber Management

Contact Management

XML/RSS

Pricing and Cost Calculations

Form Builder

Configurable Workflow

Lead Management

Conversion Rate Optimization

Email Marketing

Mobile Access

List Management

Sales Reports

Sales Activity Management

Real-Time Data

Performance Metrics

Routing

Territory Management

Click Tracking

Shared Contacts

Marketing Automation

Landing Pages/Web Forms

Request Escalation

Lead Segmentation

Workflow Management

Email Management

Source Tracking

Dynamic Content

Event Triggered Actions

Visual Analytics

Customization

Activity Dashboard

Alerts/Notifications

CAN-SPAM Compliance

Reporting & Statistics

Predictive Analytics

Segmentation

Reminders

Visitor Tracking

Website Visitor Tracking

Sales Automation

Customizable Templates

WYSIWYG Editor

Billing & Invoicing

Image Library

Conversion Tracking

Lead Nurturing

Interaction Tracking

Web Forms

Mac OS

Web browser (OS agnostic)

Keap is available across three pricing plans based on the number of users and contacts.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

Keap

In Person

Live Online

Webinars

Documentation

Videos

Manage your entire nonprofit with a single CRM! Choose the Add-on options you need to get a complete solution for your nonprofit: Donations, Case Management, Memberships, Grant Management, Volunteers, and more.

Sumac also offers integrated web pages, build-in email marketing tools, and robust reporting.

Top-rated support included!



Keap vs Sumac

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons