Keap vs ClientLook

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Our analysts compared Keap vs ClientLook based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Keap Software Tool
ClientLook Software Tool

Product Basics

Keap, formerly Infusionsoft, is a cloud-based solution designed to help small businesses optimize their CRM. It allows users to build custom marketing campaigns, set up workflow automations with a drag-and-drop builder and visualize their sales pipelines to improve efficiency.

It acts as a centralized platform for contact details, client activity and communication. Additionally, users can access robust integrations and a mobile app to expand potential and increase accessibility. Its extensive automation capabilities can streamline repetitive tasks, segment and score leads, and trigger follow-ups.

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ClientLook is a specialized software designed to streamline customer relationship management (CRM) tasks, making it an ideal solution for professionals seeking to enhance their client interactions and manage their business operations more efficiently. It is particularly well-suited for real estate professionals who require a tailored approach to managing their contacts, deals, and properties. One of the key benefits of ClientLook is its ability to consolidate various tasks into a single platform, offering features such as deal tracking, project collaboration, and integrated email marketing. Users appreciate its user-friendly interface and the efficiency it brings to managing client data and communications. When compared to similar products, ClientLook stands out for its focus on the real estate sector, providing specific tools and functionalities that cater to the unique needs of this industry. Pricing considerations for ClientLook involve a subscription model, with costs typically based on the number of users, making it a scalable option for businesses of different sizes. Payment is usually required on a monthly or annual basis, allowing for flexibility based on budget and usage needs.

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$59 Monthly
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$900 Monthly
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Tailored to your specific needs
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On-Premise
Mobile
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Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
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Documentation
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Videos
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Email
Phone
Chat
FAQ
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Knowledge Base
24/7 Live Support
Email
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Chat
FAQ
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24/7 Live Support

Product Insights

  • Streamline Payment: Set up daily, weekly or monthly recurring payments based on business needs and send automatic reminders for faster payment. Generate and track invoices equipped with a “pay now” button, and charge the credit card on file. Integrations with tools like Xero or QuickBooks help keep data synced.
  • Save Time: Streamline your sales process by automating lead segmentation, task assignments, lead follow-ups and repetitive tasks.
  • Increase Conversion Rates: Keep leads engaged using automated follow-ups and personalized emails. Prioritize highly rated leads by using tags and creating custom lists with filters to send personalized messages.
  • Enhance Performance for Sales Reps: Empower your team by maintaining client activity, communication and contact data in a centralized platform. Delegate sales tasks, send reminders and alerts, and track progress for improved collaboration and accountability. Access appointments, messages, tasks and contacts remotely via a mobile app.
  • Strengthen Client Relationships: Respond quicker to queries and boost lead engagement with automated workflows and reminders for sales teams. Simplify appointment scheduling and client communication.
  • Optimize Sales Performance: Make data-driven decisions with comparative data reports that show ROI and areas to improve. Access updated information on KPIs via customized dashboard.
  • Improve Sales Management: Track and manage leads as they move through the sales pipeline, all from a single access point. Customize each sales stage to prioritize tasks. Send automated emails when leads move from one stage to another and enable sales reps to close deals consistently.
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  • Cloud-Based Deployment: No need to invest in hardware, as cloud-based deployments are handled by the service provider. 
  • Intuitive Interface: A simple, intuitive interface ensures all information is organized systematically. 
  • Stakeholder Organization: Manage all stakeholders like builders, developers, brokers, investors, owners and tenants right from the platform with dedicated portals for each group. 
  • Mobile Apps:  Fully-featured mobile apps are available on both Android and iOS devices with an auto-sync feature to manage work efficiently while on the go. 
  • Time Management: Manage time efficiently as well as more properties. Book more sales and lease agreements with centrally managed data and activities, virtual assistants and a mobile app. 
  • Integrations: Integrate with tools like REALTORS Property Resource (RPR), The Analyst PRO, Mailchimp, Buildout, and Google apps to create a powerful, interconnected resource. 
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  • Workflow Automation: Design multi-step workflows to nurture leads, follow up with prospects and trigger actions based on client behavior. Automate lead segmentation, task assignment and onboarding.
  • Email Management: Build high-converting email campaigns using default templates and creating your own templates with a drag-and-drop editor. Minimize emailing clients twice by syncing with Gmail and Outlook. Personalize emails based on client activity and track campaign performance.
  • Lead Management: Prioritize “hot” leads using lead scoring, tags and automated campaigns triggered by likelihood of making a sale. Auto-assign leads to sales reps when they meet pre-set requirements. Pinpoint key demographics and locations by tracking lead sources.
  • Sales Pipeline: Close sales faster and manage leads through different stages of the funnel by building customizable sales pipelines using a drag-and-drop editor to automate stages, move leads and track statuses.
  • Appointment Scheduling: Streamline the scheduling process by enabling clients to book appointments during open calendar slots. Sync with Gmail and Outlook to avoid double-booking.
  • Text Management: Engage with high-scoring leads with text broadcasts. Improve open rates and minimize costs by sending personalized text messages via a toll-free number.
  • Reports and Dashboard: Optimize performance by monitoring comparative data that highlights key metrics and improvement areas. View and send important data updates to team members via a personalized dashboard.
  • Payment Processing: Simplify payment processes with instant quote creation, one-time or recurring invoices, and integration with payment processors including PayPal, Venmo and Stripe. Manage and monitor subscriptions and recurring payments.
  • Integrations: Expand your CRM capabilities with over 5,000 integrations using Zapier. Simplify usability by viewing integrated apps and their performance in one place. Create custom integrations by hiring a certified developer partner.
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  • Contact Management: Manage a central record of all contact data. Import and export contact data files, scan business cards and record voicemail on the move to update contact data with the help of a virtual assistant team so that no information is left behind. 
  • Lead Capture: Capture online leads from multiple resources and sync them directly into the platform. Once synced, these leads are checked for duplication by virtual assistants and are routed through standard, user-defined operating procedures. 
  • Property Tracking: Manage a commercial real estate database by maintaining a central record of properties, images, contacts, availability and other features. 
  • Deal Management: Record deals with a summary of activities, files and updates in one place. Aids client collaboration to facilitate deal progress. 
  • Pipeline Tracking: Stay ahead of every opportunity by tracking deal value, projected close date, sales stage and more. Search for deals and opportunities by type, group and other custom filters to categorize them better. 
  • Listing Management: Manage listings with detailed information on availability, pricing and expiration. Publish these listings online to various service providers and use virtual assistants to update listings later. 
  • Activity Management: Schedule activities related to contacts, deals, properties and comps. Sync them to the calendar to get notifications about calls, meetings, tours, lease expiration, option renewals and more. 
  • Email Integration: Connects an email program to ClientLook to enhance communication. Once integrated, associate emails and attachments with a specific deal to improve organization and make information easier to track. 
  • Client Collaboration: Provide better services to clients using dedicated client portals to: 
    • Communicate with clients to share offers, brochures and reports.
    • Record insights from calls, marketing campaigns and tours.
    • Maintain a real-time activity feed.
    • Search and download files and add comments.
    • Stay engaged and get a better chance at closing a deal.
  • Virtual Assistant: A team of virtual assistants can manage time-consuming workflows for clients. These include contact management, listing management, manual data entry and data enrichment, tenant verification, email marketing, research liaison and tour verification. 
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Product Ranking

#95

among all
CRM Software

#23

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 3344 reviews
Good User Sentiment 13 reviews
83%
of users recommend this product

Keap has a 'great' User Satisfaction Rating of 83% when considering 3344 user reviews from 5 recognized software review sites.

74%
of users recommend this product

ClientLook has a 'good' User Satisfaction Rating of 74% when considering 13 user reviews from 2 recognized software review sites.

5.0 (20)
3.6 (12)
4.2 (1527)
n/a
4.1 (1273)
5.0 (1)
4.4 (148)
n/a
4.0 (376)
n/a

Synopsis of User Ratings and Reviews

User-Friendly Interface: The platform features an intuitive interface with card-based navigation, making it easy for users to understand and navigate the system. A majority of users report its ease of use for creating automations and simplifying repetitive tasks.
Centralized Database: Accessing client data, activity and communications from a centralized platform eliminates data silos for many users.
Lead Management: The ease of evaluating, nurturing and segmenting leads is another plus point users note.
Campaign Builder: Users appreciate the campaign builder's ability to streamline CRM procedures and effectively automate marketing campaigns. The drag-and-drop builder is flexible and lets you create custom campaigns and automations.
Customer Support: Responsive customer support through various channels like chat, email and phone, ensures users can get assistance when needed.
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Targeted Search: Users praise ClientLook's ability to quickly pinpoint specific properties and contacts using its robust search filters. This allows them to efficiently identify potential leads and opportunities.
Simplified Data Management: ClientLook's intuitive interface makes it easy to input, organize, and track client and property data. This streamlines workflows and reduces the time spent on administrative tasks.
Effective Deal Tracking: The platform's deal management features provide a clear overview of all active deals, allowing users to monitor progress, identify potential roadblocks, and close deals more efficiently.
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Cost for Integrations: Users mention additional costs for integration with other applications, which can be a drawback.
Learning Curve: Some users find certain features can be complex and time-consuming to pick up, requiring a significant time commitment for mastery.
Ecommerce Functionality: While suitable for many users, some find the eCommerce functionality lacks robust reporting and taxation features.
Mobile App Features: The mobile version has fewer features compared to the web version, potentially limiting functionality for users on the go.
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Limited Customization: Users express frustration over the inflexibility of customizing certain features, particularly reporting and data visualization. This lack of adaptability can make it challenging to tailor the platform to specific business needs.
Steep Learning Curve: The platform's user interface, while considered clean, is not particularly intuitive for new users. Many find the initial learning curve to be quite steep, requiring significant time investment to become proficient.
Occasional Performance Issues: Some users report experiencing occasional slow loading times and system glitches, particularly when dealing with large datasets. These performance hiccups can disrupt workflow and impact productivity.
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Keap is a suite CRM solution designed for small and mid-sized businesses. The platform offers a user-friendly interface, praised by users for its intuitive card-based navigation and ease of use.Users particularly value the ability to create campaigns, automations, simplify repetitive tasks and streamline CRM procedures through the drag-and-drop campaign builder. Centralized data storage eliminates data silos, and responsive customer support ensures assistance is readily available.However, integrations with other applications can lead to additional costs. Certain features, while powerful, have a learning curve, requiring a time investment to master. Additionally, the eCommerce functionality might not be ideal for complex eCommerce needs due to limitations in reporting and taxation features. Finally, the mobile app may not be as extensive as the web version.All in all, Keap provides a comprehensive solution with room for scalability and custom development.

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Let's take a closer look at what users have to say about ClientLook. ClientLook users appreciate its simplicity and ease of use, especially compared to more complex CRM systems. The interface is clean and intuitive, making it easy to find the information you need. Users also praise ClientLook's customer support, which is known for being responsive and helpful. However, some users find that ClientLook lacks certain features that are available in other CRM systems, such as marketing automation and social media integration. Additionally, ClientLook's reporting capabilities are somewhat limited. These limitations may not be dealbreakers for smaller businesses or those who don't need a lot of bells and whistles. But for larger businesses or those with more complex needs, a more comprehensive CRM system might be a better fit. ClientLook seems to be a good fit for commercial real estate professionals who need a simple, easy-to-use CRM system with excellent customer support. If you're looking for a CRM system with all the bells and whistles, ClientLook might not be the best choice. But if you need a solid CRM system that's easy to use and gets the job done, ClientLook is worth considering. Keep in mind that the CRM landscape is constantly evolving, so it's always a good idea to check for the latest information and reviews before making a decision.

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