Keap vs. Salesforce: which CRM should you choose in 2020?

salesforce vs keap

Trying to choose between Keap and Salesforce? Both are powerful marketing and sales platforms built on impressive CRMs, but the best choice for you depends on several factors.

That said, whatever your industry, business size and your goals, choosing a CRM that complements the rest of your tech stack is one of the best investments you can make in your business.

Customer relationship management is at the heart of every modern business, and it’s now the fastest-growing software market in the world, with a crowded space valued at $120 billion and with around 581 CRM software platforms on the market.

Choosing the right CRM platform makes customer management a breeze, and with systems like Keap and Salesforce, you can streamline your workflows even further with powerful automation and data-driven insights.

In this comparison of Salesforce and Keap, let's dig into the differences and outline how to know which all-in-one platform is the better pick for your business.

 


Introducing Keap and Salesforce

About Salesforce

With an estimated market share of 23.74%, Salesforce is one of the world’s most popular CRMs. It's primarily geared toward enterprise-level corporations and shines when you need complexity and high levels of personalization.

Salesforce offers a vast integrated suite of tools, which includes automated solutions for attracting and monitoring marketing leads, tracking and managing sales pipelines, and garnering insights into campaign performance.

If you're not sure which Salesforce product is best for your business, a few key products to consider are:

  • Marketing Cloud: a marketing CRM with built-in automation and personalization.
  • Sales Cloud: their #1 CRM for sales teams.
  • Pardot: advanced B2B automation and works well alongside Sales Cloud.

 

About Keap

Keap has a considerable market share of an estimated 13.19%, and is designed for smaller businesses that want to keep their tech stack simple and powerful.

Like Salesforce, Keap is entirely cloud-based, and it provides an all-in-one sales and marketing solution with the overarching goal of converting leads into paying customers.

Keap is still widely known by its former brand name Infusionsoft, which it used up until January 2019.

However, Keap has kept Infusionsoft as a core part of its product suite, which has now grown to include:

  • Keap Gro: A CRM with built-in quotes, invoices and payments plus email marketing. It's ideal for smaller businesses to get organized and better manage their leads and clients.
  • Keap Pro: Aimed at growing businesses, this product offers everything in Keep Gro plus powerful automation, a landing page builder, plus smart forms and reports.
  • Infusionsoft: Keap's top-tier product for small businesses with more advanced sales and marketing automation needs.

When to choose Keap

1. You have a small business

If you have a small business, or you primarily serve B2C markets, the lower costs and easier implementation process makes Keap a stronger choice over Salesforce.

Don't get us wrong: Keap isn't a low-budget choice and it doesn't scrimp on quality in the slightest. It's one of the most reliable CRMs on the market. But compared to Salesforce, it is cheaper and much more accessible for small businesses.

One potential shortcoming of Keap if you're budget-sensitive is that all new users are required to enroll in an onboarding program, with prices starting at $99. However, this also helps ensure users get maximum value from the platform in less time.

 

2. You want more simplicity

While Salesforce is built for mid-market and enterprise-level corporations, Keap offers a more affordable and straightforward feature set with a laser-focus on small business needs.

If you don't need all of the bells and whistles, Keap is likely to be a better match for your business than Salesforce.

 

3. You're on a tighter budget

Infusionsoft, Keap's top-tier all-in-one product for CRM and automation, is still a tiny fraction of the cost of Salesforce.

While Infusionsoft by Keap starts at $199/month, you can easily be paying several thousand dollars a month for Salesforce. Salesforce Pardot Growth – aimed at B2B companies – starts at $1,250/mo.

Keap vs Salesforce


When to choose Salesforce

1. You have a mid-size to enterprise-size company

Salesforce is primarily targeted towards the mid-market and enterprise B2B sectors, making it an obvious contender to consider if your organization fits into these categories.

 

2. You want the most scope for customization

If you have the resources, Salesforce provides an unparalleled level of customization.

Though costly, you have the flexibility to add many other Salesforce products to your core CRM, such as the Email, Mobile and Web Marketing Studio package (from $400/month), social media marketing, digital advertising, or advanced B2B marketing automation.

 

3. You can handle the complexity

Salesforce requires extensive and lengthy onboarding and training programs to get the most out of it. For support and ongoing maintenance, it also helps to have a dedicated IT department. If not, you can outsource deployment and maintenance to a specialized Salesforce consultancy firm.

If you're familiar with the Salesforce product family or have the budget and resources for in-house or outsourced support, it can be a fantastic choice for larger companies looking for enterprise-level solutions.

When to choose Salesforce


Feature comparison

Deployment and ease of use

Both Salesforce and Keap are cloud-based solutions, although there are mobile apps available as an alternative to accessing your customer data through a browser.

When it comes to deployment, Keap provides a quick-start training session, with an optional three-day on-site training program and live demos available. The compulsory onboarding program starts at $99.

Being tailored more to the needs of big businesses with multiple branches, Salesforce usually takes longer to deploy, and there’s a steep learning curve for getting accustomed to some of its more advanced features.

Salesforce's Jump Start program, which costs an extra $5,000, provides eight six-hour meetings to keep deployment times within two weeks.

 

Features and functions

Keap isn’t as feature-rich as Salesforce, given its very different target market, but that can be a good thing when it comes to avoiding feature bloat and unnecessarily complex onboarding processes.

Keap's dashboard provides a valuable overview of the features that are most important to your business, alongside core insights to measure performance:

Keap dashboard

 

Its core features include a drag-and-drop campaign builder, landing page builder, website tracking tools, email marketing and reporting, marketing automation, invoices and quoting. These are all powerful tools and can be more than enough for smaller businesses.

Keap campaigns

 

Salesforce provides a similar feature set in terms of core CRM functionalities, but with a lot more scope for complexity and deep customization.

salesforce dashboard

 

Sales Cloud offers advanced lead management, enabling sales teams to convert leads into opportunities by tracking them across a wide range of channels including social media, email and web. You can also generate and send quotes to B2B clients.

Sales Cloud forecasting opportunities

 

If you're chiefly looking for a marketing tool, Marketing Cloud delivers impeccably personalized customer journeys across email, mobile, social, digital advertising and DMP. There's a lot of scope for built-in automation, segmentation and 1-1 journey building.

Marketing Cloud marketing features

 

With other products in the Salesforce family, including Pardot – their advanced B2B automation software – the sky's the limit for digitizing and customizing your workflows.

salesforce product family

 

Reporting and analytics

Keap provides an interactive customer pipeline feature to give you a complete overview of the effectiveness of your marketing and sales campaigns.

Keap interactive pipeline

 

With Keap, it's also easy to create simple reports that are laser-focused on the KPIs that matter most to you:

Keap reporting

 

You can keep track of your leads and clients by monitoring activities with customizable dashboards that display key metrics such as revenue per customer, demographical attributes and previous interactions with your business.

Salesforce offers advanced reporting and analytics that can forecast sales, identify campaign performance issues and much more. With the mobile app, sales reps can also make key decisions on the move.

salesforce analytics reporting

 

Another powerful feature of Salesforce is Einstein, an artificial intelligence solution that helps you proactively identify opportunities and automate routine workflows. This is available as an add-on product.

salesforce analytics dashboard with einstein

 

Collaboration and integration

Keap provides out-of-the-box integrations with a wide range of industry-leading business apps like Microsoft Office, Gmail, WooCommerce and Shopify.

Most integrations are tailored towards the needs of small businesses, though there are dozens more connectors and other add-ons to help you build a fully connected operational environment.

Salesforce provides an open API allowing DevOps teams to create their own integrations.

On top of that, there are native integrations available for Salesforce with industry-leading accounting, ecommerce and cloud storage services. It’s possible to connect any system, including on-premises ones, to your Salesforce environment. However, this requires professional developer expertise.

In addition, both Keap and Salesforce can be synced with the rest of your business apps via PieSync. This connections allows for customer data to be shared two ways and in real time between all of your key applications.

 

Customer support

24/7 chat support is included with all Keap subscriptions, and the vendor also offers award-winning customer support services. There are also many helpful resources, training sessions, and tailor-made support options available. New users will likely want to start with the University and Accelerator programs, which provide three-day training and implementation.

Every Salesforce subscription comes with the Standard support plan, which includes guided user experiences and online training paths via the Trailhead program. However, this level of support is also limited by two-day response times. For those requiring more extensive support, the Premier and Premier Plus programs cost an additional 20 and 30% respectively.


Pricing and scalability

Keap provides an all-in-one CRM and marketing automation solution tailored to the needs of small businesses, whereas the comparative offering from Salesforce focuses on mid-market and enterprise-level customers.

Keap pricing

Keap prices start at $79 for one user per month for up to 500 contacts for the Keap Grow package, increasing to $149 and $199 for Keap Pro and Infusionsoft.

Keap pricing plans

 

Salesforce pricing

Salesforce pricing depends on the product you choose, but the short answer is that it's likely to be much more costly than Keap.

Sales Cloud has four product tiers, with prices starting at $25 per user per month, increasing to $300 for the Unlimited package.

Sales Cloud prici

 

Within Marketing Cloud, you can opt for an Email, Mobile and Web Marketing plan to personalize and automate customer journeys starting at $400/month:

Salesforce marketing cloud pricing

 

Salesforce also offers high-end B2B marketing automation software Pardot with prices starting at $1,250 for 10,000 contacts.

Salesforce is far more scalable than Keap if you plan on growing a huge company, but it’s also overkill for smaller organizations and many B2C businesses.


Summary: when to choose Salesforce vs. Keap

Here's our quick summary of when to choose Keap or Salesforce:

When to choose KeapWhen to choose Salesforce
You have a small businessYou have a mid-size to enterprise-level company
For a simple all-in-one sales and marketing solution on a powerful CRMFor highly advanced and customized software built on the world’s most well-known CRM
Lower costs and faster, easier implementation processFor unparalleled customization
Quick-start training sessionYou have the resources and budget to handle implementation and maintenance

 

Looking for other CRMs and all-in-one solutions to compare with Keap and Salesforce?


Choosing between Keap and Salesforce as your CRM is up to your business needs, goals and current position.

However, regardless of the size of your business, the industry you're in and the customers you serve, be certain to keep your software in sync with the rest of your tech stack.

Using PieSync, it's simple to create two-way syncs with Salesforce, Keap and your other apps to ensure your contacts are up-to-date in real time across your software stack.

With hundreds of options to sync your apps, you can perfectly align your CRM with your email marketing tool, accounting app, customer support app and all other tools your business relies on.

Get set up with a free trial to start connecting your apps.

Try PieSync for free

About Lucy Fuggle

Lucy Fuggle writes for PieSync, the two-way contact sync tool for hundreds of apps. She also works with her clients to make their brand matter with a content-rich marketing strategy.