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SharpSpring vs Keap

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

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
SharpSpring Software Tool
SelectHub Award Winner
Keap Software Tool
SelectHub Award Winner
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Product Basics

Analyst Rating

82 Detailed Analysis

User Sentiment

Great User Sentiment (1663 Reviews)

Analyst Rating

80 Detailed Analysis

User Sentiment

Great User Sentiment (3344 Reviews)
SharpSpring is a cloud-based sales and marketing platform that facilitates building automation rules to send customers with dynamic content or targeted emails based on their interests. It also provides adequate support for marketing agencies.

Features include behavior-based email, campaign tracking, dynamic landing pages, a blog builder, anonymous visitor ID, a form builder, reporting and analytics, social media management, and integrations. Lead scoring helps track a lead’s page visits, demographics and engagement to enhance nurturing efforts.
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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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$449 Monthly
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$59 Monthly
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Windows
Mac
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Android
Chromebook
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Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

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

Product Insights

  • Email Templates: Leverage prebuilt email templates optimized for mobile devices and any email client, including Outlook. The templates' prebuilt layouts can be edited and sent to customers on the fly. 
  • Folders Categorization: Stay organized by grouping emails and templates in folders. 
  • Document Storage: Store documents such as case studies, white papers and marketing sheets with a content delivery network. 
  • Custom Fields: Capture detailed information about customers, including buyer personas, customer service and other attributes. 
  • Buyer Personas: Create buyer personas using a customizable template that can be stored on the platform. Use personas to segment content and campaigns, delivering personalized content. 
  • Cart Abandonment Follow-up: Set up email workflows to automatically follow up with leads that forego their purchases. 
  • Important Page Visits: Mark specific areas of the website as “Important Pages” and the system will automatically boost lead scores for contacts who visit those pages. Set up automated workflows and lead nurturing campaigns for leads who visit those pages. 
  • Email Inbox Delivery: Identify daily priorities without logging into the platform with information about daily anonymous website visitors, leads, opportunities and customers delivered via email. 
  • Landing Page Templates: Create a series of linked pages to funnel visitors and prospects for lead generation by using predesigned templates. 
  • RSS Email Syndication: Automatically send email blog posts to a list of followers on a daily, weekly and monthly basis. Customize with thumbnail images, titles, dates and other dynamic content. 
  • Content Page Templates: Offers a library of prebuilt index and content page templates that are mobile responsive and can be edited from the blog editor. 
  • Campaign Tagging: Create custom categories and common tags such as email, Google, referrals, organic and offline to group, ungroup or break down campaigns. 
  • Social Notes: Promote internal collaboration with social avatars, “Mark as Read” tags and a clear conversation timeline. 
  • Webinar Integrations: Promote, share and improve web conferences through integration with WebEx and GoToWebinar. Capture lead data from sign-ups and link a dedicated sales funnel to each event to follow up with automated email workflows. 
  • CMS Compatibility: Supports all major content management systems, including WordPress, Drupal, ExpressionEngine, Joomla and more. 
  • Reminders: Create reminders from any page and attach them to opportunities and contacts to schedule a follow-up. Reminders can also be combined with social notes to assign tasks. 
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  • 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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  • Email Builder: Offers drag-and-drop email editor and HTML customization. Dynamic features and smart tags automate the process of customizing email messages. Designs can also be saved as templates for later use. 
  • Email Campaign Testing: Native integration with Litmus facilitates testing and previewing emails on dozens of applications, email providers and devices. 
  • Behavioral-Based Email Tracking: Gives complete information on visitor activity, including page visits, form fills, webinar sign-ups and white paper downloads from email campaigns. 
  • Web Form Builder: Provides: 
    • A drag-and-drop tool with auto-completion capabilities to design and customize web forms and CTA buttons.
    • The option to view and test forms before making them live.
    • CSS to customize forms.
    • Data sharing with other applications and databases by adding a Postback URL to sync information automatically.
  • Customer Segmentation: Offers lists that automatically update as contacts meet the list’s criteria such as location, visited pricing pages, product interest and more. Map a field in web forms to preset buyer personas, setting up questions accordingly. Responses aid list segmentation, allowing follow up with personalized information. 
  • Workflow Builder: Supports automation tasks and leverages branching logic, task combination and action groups to devise a path buyers should take. Responses use custom triggers and filters to personalize lead journeys. 
  • Lead Scoring: Scores leads based on engagement. Custom metrics allow increasing or decreasing scores, including page visits, filled out forms, content downloads and specific demographic characteristics. Assigning a decay rate on leads automatically decreases scores over time. 
  • Real-Time Alerts: Automated workflows can trigger notifications via email and SMS whenever a sale is made, a high-quality lead is created or a prospect moves along their buyer’s journey. 
  • Pipeline View: Create and customize custom deal stages to track the progress of an opportunity. Provides a drag-and-drop interface to move opportunities across deal stages to get an overview of each prospect’s progress through the sales cycle. 
  • VisitorID: Tracks anonymous visitor IP addresses with reverse IP lookup to identify companies that visit the business’ website. Records page visits, recognizes visitors’ views on an important page, determines where they came from and identifies which search terms led them to the website. 
  • Customer Timeline: Offers a timeline view of individual buyers’ journeys to track significant events associated with each contact. 
  • Landing Page Builder: Provides a WYSIWYG interface with HTML for customization. Pages can automatically adapt based on visitor preferences and behaviors. Supports optimizing for mobile and creating a series of linked pages to design a funnel for visitors and prospects. 
  • Content Calendar: Offers an interactive application with daily, weekly or monthly list views of all the planned content such as social activity, scheduled emails and blog posts. Share social media content immediately or at a later date. 
  • Site Tracking: Embeds a custom tracking code snippet in landing pages, websites, microsites or blogs to track every visit. Add media center links to track visits to external resources. 
  • Blog Builder: Provides a WYSIWYG blog and website editor that’s customizable with HTML views. Includes dynamic content that can automatically adapt to resonate with different audiences based on who they are, what interests them and how they behave on the blog and website. Also has an embeddable social sharing widget. 
  • Google Ads Integration: Tracks the ROI of paid search engine marketing campaigns and derives keyword data. 
  • Campaign Analytics Tracking: Automatically tracks website visitors conversions from the moment they first visit till the final sale. Detailed campaign analytics track campaign ROI goals and work offline without the need to set up conversion funnels. 
  • Social Listening: Find and filter social conversations on Facebook, Twitter and LinkedIn by hashtag, keyword and more. Spots customer queries, captures interactions to identify prospects that are ready to buy and offers affiliate programs to promote current customers to help close the next deal. 
  • Custom Reports: Customizable across campaigns, email, social media and CRM to include business-specific metrics. Measures and predicts present and future performance, turning data into insights. 
  • Open API: Developers have access to a platform-agnostic, open API that supports programming languages such as Java, Ruby, Perl, PHP, Python and more for building custom integrations with third-party software. 
  • Third-Party Integration: An app marketplace provides access to prebuilt extensions and integrations across categories such as CRM, accounting, analytics, forms and more, extending capabilities. 
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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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Product Ranking

#7

among all
Marketing Automation Software

#74

among all
Marketing Automation Software

Find out who the leaders are

Analyst Rating Summary

82
80
86
7
35
84
0
92
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Email Campaign Management
Mobile Capabilities
Text Campaign Management
Lead Nurturing
Lead Generation
Lead Management
Dashboard and Reporting
Text Campaign Management
Compliance and Data Security
Email Campaign Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

SharpSpring
Keap
+ Add Product + Add Product
AI-Based Capabilities Campaign Management Compliance And Data Security Dashboard And Reporting Email Campaign Management Lead Generation Lead Management Lead Nurturing Mobile Capabilities Platform Capabilities Social Media Campaign Management Text Campaign Management 86 35 0 54 100 91 90 92 100 0 50 100 7 84 92 99 92 86 100 83 61 86 25 93 0 25 50 75 100
86%
0%
14%
0%
0%
100%
29%
0%
71%
73%
7%
20%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
83%
0%
17%
40%
0%
60%
100%
0%
0%
100%
0%
0%
90%
0%
10%
82%
0%
18%
79%
0%
21%
90%
0%
10%
100%
0%
0%
83%
0%
17%
83%
0%
17%
100%
0%
0%
60%
0%
40%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
82%
0%
18%
0%
0%
100%
13%
0%
87%
100%
0%
0%
86%
0%
14%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

77%
0%
23%
63%
0%
37%

User Sentiment Summary

Great User Sentiment 1663 reviews
Great User Sentiment 3344 reviews
87%
of users recommend this product

SharpSpring has a 'great' User Satisfaction Rating of 87% when considering 1663 user reviews from 3 recognized software review sites.

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.

n/a
5.0 (20)
4.5 (571)
4.2 (1527)
n/a
4.1 (1273)
4.5 (620)
n/a
n/a
4.4 (148)
3.9 (472)
4.0 (376)

Awards

SelectHub research analysts have evaluated SharpSpring and concluded it earns best-in-class honors for Email Campaign Management, Mobile Capabilities and Text Campaign Management.

Email Campaign Management Award
Mobile Capabilities Award
Text Campaign Management Award

SelectHub research analysts have evaluated Keap and concluded it earns best-in-class honors for Lead Management.

Lead Management Award

Synopsis of User Ratings and Reviews

User-Friendly: The platform is easy to use, and the kanban boards, the marketing automation and drip campaigns are easy to adapt to, in the experience of 69% of users referring to this aspect.
Robust Lead Tracking: Over 60% of reviews about this feature appreciate the end-to-end tracking functionality for marketing and sales data, with the ability to generate, track, filter and score leads.
Customer Service: All reviews on support say it’s professional and highly responsive.
Updates: The system constantly keeps updating with new features and offers updated dashboards for use, a benefit according to 75% of users mentioning updates.
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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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Mobile App: Every user referencing the mobile app suggests it’s inoperable, not relevant and lacks basic functionalities.
Limited Design Flexibility: The landing page builder lacks the ability to add custom code, restricting users' ability to fully customize their pages and potentially hindering brand consistency or advanced functionality.
Email Deliverability Issues: Some users report challenges with emails landing in spam folders, which can impact campaign performance and lead to missed opportunities. It's important to note that email deliverability can be influenced by various factors, so it's recommended to investigate and address potential causes to improve deliverability rates.
Reporting Limitations: Users mention that the reporting features could be more robust, particularly in terms of attribution and providing deeper insights into campaign performance. This might make it difficult to accurately measure the effectiveness of marketing efforts and identify areas for improvement.
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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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SharpSpring combines CRM and marketing automation functionalities to provide robust, user-friendly features and performance. Users particularly appreciate its lead tracking and regular software updates that improve and add features. Comprehensive customer support is another prominent benefit. Some product limitations include a lack of display functionality in the form and landing page builders and a mobile app that isn’t user-friendly and lacks responsiveness. Custom stylesheets are also time-consuming to work with. Despite some drawbacks, it can be a solid option for businesses looking for a budget-friendly and intuitive sales and marketing solution.

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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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Screenshots

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Accounting CRM Software
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Channel Management Software
Church CRM Software
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Construction CRM Software
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Financial Services CRM Software
Fundraising CRM Software
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Lead Management Software
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Marketing Agency Software
Marketing Analytics Software Tools
Marketing Attribution Software
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Marketing Software
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Mortgage CRM Software
MRM Software
Online CRM Software
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Head-to-Head Comparison

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SharpSpring VS Marketo

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