Keap vs SuiteCRM

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Our analysts compared Keap vs SuiteCRM 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
SuiteCRM 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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SuiteCRM is a customer relationship management (CRM) software that helps businesses of all sizes manage customer interactions and data throughout the customer lifecycle. It's a great choice for businesses wanting to improve customer relationships and integrate their CRM with other business applications. SuiteCRM is known for being easy to use, flexible, and affordable, making it a popular choice for businesses with varying levels of CRM experience.

Some of the popular features of SuiteCRM include contact management, lead management, opportunity management, and sales forecasting. SuiteCRM also offers integrations with other business applications such as email, marketing automation, and accounting. Users appreciate the flexibility and dependability of SuiteCRM, often using it as a central hub for customer care and sales automation. While SuiteCRM offers many useful features out-of-the-box, it's highly customizable to meet specific business needs.

SuiteCRM is open-source and free to use, with no limitations on users. This makes it a cost-effective alternative to other CRM solutions on the market. However, businesses should consider the potential costs of implementation, customization, and ongoing support when evaluating the total cost of ownership.

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Product Assistance

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24/7 Live Support
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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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  • Reduced Costs:  Add-ons are available for extra charges. The premium plan can cut costs by over 80% when compared to other CRM software available in the market. 
  • 360-Degree View:  Get complete visibility business operations, important customer information and insightful data to improve selling, marketing and service. 
  • Customer Self-Service:  SuiteCRM offers a premium customer service package. The free version offers a community-based customer support forum and documentation for troubleshooting. 
  • Flexible Modeling of Business Processes:  Businesses can create flexible and customizable process models to help employees adhere to tested execution and decision-making methods. 
  • Integrations:  RESTful API allows third-party integrations as required. 
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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 and Account Database:  Store details of all contacts, including leads, opportunities and customers centrally. Contacts can be grouped, segmented and searched using tags, custom fields and filters. Contacts belonging to a single organization can be organized as Accounts. 
  • Document Management:  Store, review, revise and share documents for internal references and client-facing usage. 
  • Call Management:  Schedule, log and record inbound and outbound calls associated with any contact. Call records can be used to review and improve customer communications. 
  • Email Management:  Teams can leverage shared inboxes and integrate individual email accounts to compose, send, receive, view and store emails. 
  • Campaign Management:  Manage, track and evaluate marketing campaigns at each stage of the pipeline. Get a detailed view of all marketing campaigns related to a contact, along with engagement rates. 
  • Catalog and Quote Management:  Create catalogs with product prices and availability of all products and services. Catalogs can be used to create, share and track professional quotes, including product specifications and estimated delivery times. 
  • Invoice Management:  Create, issue, share and track invoices using quotes as a baseline. 
  • Workflow Automation:  Set up flexible and customizable rule-based workflows that automate activities and tasks. Reminders and notifications can be set wherever required. 
  • Activity Management:  Managers can assign tasks to team members and track their execution. Users can also maintain to-do lists to ensure tasks are completed. 
  • Contract Management:  Create, share and manage contracts related to an account or a case, with details about SLAs, warranties, and renewals. 
  • Case Management:  Record and manage customer interactions regarding product or service issues, bugs and other concerns to improve customer experiences. 
  • Knowledge Base Management:  Create, store and share support documents, guides and template responses for use with the Case Management module. 
  • Reports:  Standard reports for all modules help keep users on top of business activities. With data-based insights, users can evaluate their strategies, goals, and execution in an informed manner. 
  • User Access Control:  Admins can define organizational hierarchies and configure role-based access. 
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Product Ranking

#95

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CRM Software

#59

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 3344 reviews
Great User Sentiment 93 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.

84%
of users recommend this product

SuiteCRM has a 'great' User Satisfaction Rating of 84% when considering 93 user reviews from 3 recognized software review sites.

5.0 (20)
n/a
4.2 (1527)
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4.1 (1273)
4.2 (44)
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4.2 (44)
4.4 (148)
n/a
4.0 (376)
4.2 (5)

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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Open-Source Flexibility: SuiteCRM's open-source nature empowers users to tailor the platform to their specific workflows and preferences, fostering greater control and customization compared to proprietary solutions.
Cost-Effectiveness: As a free and open-source CRM, SuiteCRM eliminates licensing fees, making it an attractive option for budget-conscious businesses and startups seeking a robust CRM solution without significant upfront costs.
Community Support: SuiteCRM boasts a vibrant and active community of users and developers who contribute to its ongoing development, provide support, and share knowledge, fostering a collaborative environment for troubleshooting and optimization.
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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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Usability Challenges: The user interface can feel outdated and clunky, leading to a steeper learning curve compared to more modern CRM solutions. Navigating through the various modules and features may require additional training or support, especially for users who are accustomed to intuitive interfaces.
Customization Complexities: While SuiteCRM offers extensive customization options, implementing these changes often requires technical expertise or the involvement of developers. This can be a barrier for small businesses or teams with limited technical resources who need to adapt the CRM to their specific workflows.
Mobile App Limitations: The mobile app's functionality is not as comprehensive as the web-based version, which can hinder productivity for users who rely on mobile access to manage customer relationships and access data on the go.
Reporting Limitations: Generating complex or customized reports may require additional plugins or integrations, as the built-in reporting tools might not offer the level of flexibility and depth needed for advanced data analysis and visualization.
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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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SuiteCRM has garnered a reputation as a robust and adaptable CRM solution, particularly among small and medium-sized businesses seeking an affordable alternative to pricier options like Salesforce. Users frequently highlight its open-source nature, extensive customization capabilities, and active community support as standout features. The ability to tailor the platform to specific business needs without breaking the bank is a major draw for organizations with unique workflows or industry requirements. However, some users note that the learning curve can be steeper compared to more user-friendly interfaces like HubSpot, and the lack of seamless integration with certain third-party applications can pose challenges. Additionally, while SuiteCRM offers a solid foundation, achieving advanced automation or complex reporting may require additional modules or custom development. SuiteCRM's sweet spot lies with businesses that value flexibility and cost-effectiveness over out-of-the-box simplicity. Its open-source architecture empowers organizations to mold the platform to their exact specifications, fostering a sense of ownership and control over their CRM system. The active community and readily available resources further contribute to its appeal, providing a support network for troubleshooting and knowledge sharing. However, for businesses prioritizing ease of use and seamless integrations, exploring options like Zoho CRM or Pipedrive might be a better fit. Ultimately, SuiteCRM's value proposition hinges on its ability to empower businesses to build a CRM solution that aligns perfectly with their unique needs and budget.

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