Keap vs GoldMine

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Our analysts compared Keap vs GoldMine 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
GoldMine 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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Suitable for businesses of all sizes, GoldMine Premium CRM offers a central platform to manage customer and prospect relationships efficiently. It ensures improved productivity and streamlined operations, and helps save money.

Users can leverage it for contact management and customer support. They can also manage marketing programs and sales pipelines. A database is available at several tiered levels for organizations with different requirements. Capabilities include sales automation, a help desk and call center and CTI applications, along with enhanced features like easy-to-use interface, marketing automation, web self-service, channel management, knowledge management and analytics.

Pros
  • Intuitive interface
  • Robust contact management
  • Strong email integration
  • Customizable features
  • Affordable pricing
Cons
  • Limited reporting options
  • Dated user interface
  • Lacks some advanced features
  • Potential for data syncing issues
  • Customer support could be better
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$59 Monthly
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$25 Minimum 3 Users, Monthly
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Windows
Mac
Linux
Android
Chromebook
Windows
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

  • 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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  • Visibility: Build a central repository of information to boost productivity and share important contact and company details across departments. 
  • Central Platform: Manage interactions, schedules, relationships, customer service, sales forecasts and marketing campaigns — all from one place. 
  • Mobility: Ensure flexibility and real-time access with on-premise and cloud deployment. Access it via the cloud, web, local PC and smartphone. 
  • Enhanced Performance: Streamline work and improve performance by connecting with all popular third-party applications. 
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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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  • Streamlined Central Database: Achieve complete automation with assigned calls, tasks, emails and other activities. Manage the central database efficiently, drive business activities and track operations. 
  • Dashboards: Enjoy fast and easy access to significant metrics across all parts of the business. Completely customizable dashboards, charts, datasets and colors help maintain complete control of data. 
  • Sales Forecasting: Access sales forecasting in real time, import sales leads from various sources and assign those to sales reps for follow up. Track forecasted sales and opportunities through sales stages. 
  • Contact Management: Build targeted email lists with selection criteria and upload those to a Constant Contact account. Also, perform other activities like scheduling and reporting. 
  • Customer Service Management: Understand customers to provide better service and capture customer inquiries for follow up, ensuring timely responses. Design a strategic customer service plan as well. 
  • Integrations: Integrates with leading business applications for accounting, marketing and other relevant tasks. QuoteWerks, wMobile, Constant Contact and Connect Leader are a few examples. 
  • Custom Fields and Templates: Exclusive to GoldMine Premium. Access all significant data via custom fields and industry templates. Easy DIY customization ensures every field is reportable and searchable. A host of templates ensures a consistent look and feel as well as speeds up repetitive tasks. 
  • Marketing Campaign Manager: Provides tools to: 
    • Target the right contacts for every campaign and send marketing messages to groups and individuals with greater efficiency and ease.
    • Monitor each campaign’s pipeline in real time in order to generate more qualified leads and eventually convert those into sales.
    • Perform thorough campaign analysis by leveraging different dashboards and analysis functionalities to determine which campaigns are productive and which ones need to be refined.
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Product Ranking

#95

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CRM Software

#30

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 3344 reviews
Good User Sentiment 370 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.

72%
of users recommend this product

GoldMine has a 'good' User Satisfaction Rating of 72% when considering 370 user reviews from 5 recognized software review sites.

5.0 (20)
5.0 (10)
4.2 (1527)
3.6 (172)
4.1 (1273)
3.6 (153)
4.4 (148)
4.3 (7)
4.0 (376)
3.2 (28)

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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Intuitive Interface: Easy to learn and navigate, even for non-technical users.
Robust Contact Management: Powerful features for organizing and tracking leads, contacts, and opportunities, including detailed contact profiles, activity tracking, and customizable fields.
Seamless Email Integration: Send and receive emails directly within Goldmine, streamlining communication and keeping all customer interactions in one place.
Customization Options: Tailor Goldmine to your specific needs with custom fields, workflows, and reports to match your unique business processes.
Cost-Effective Solution: Affordable pricing plans compared to other CRM options, making it a viable choice for businesses of all sizes.
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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 Reporting Options: Basic reporting capabilities compared to more advanced CRMs, making it difficult to gain in-depth insights.
Dated User Interface: Interface can feel clunky and outdated compared to modern CRM platforms.
Lacks Advanced Features: Missing some features found in other CRMs, such as marketing automation or social media integration.
Potential Data Syncing Issues: Users report occasional data syncing problems between Goldmine and other applications.
Customer Support Could Be Better: Customer support can be slow or unresponsive at times.
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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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Users describe Goldmine as a reliable workhorse for contact management and sales pipelines, but with a touch of aging clunkiness. Its strengths lie in simplicity and affordability, appealing to businesses who prioritize functionality over flashy interfaces. "It's not the prettiest CRM, but it's like the old truck that always gets you there," one user remarked. "Organizing contacts and tracking activities is a breeze, and the email integration saves me tons of time." The robust contact features are a clear favorite, with praise for detailed profiles, activity history, and customizable fields. "Goldmine lets me build a complete picture of my leads and customers, which helps me tailor my approach and close deals faster," shared another user. However, modernization emerges as a recurring critique. The interface is often described as dated and clunky, lacking the sleekness of newer competitors. "It feels like stepping back a decade," commented one reviewer. "Navigation isn't intuitive, and reports are basic at best." This perceived lack of sophistication extends to feature limitations. Compared to newer CRMs, Goldmine is sometimes seen as missing advanced functionalities like marketing automation or social media integration. "It's all about core sales functions," a user explained. "If you need fancy bells and whistles, look elsewhere." Ultimately, Goldmine finds a niche with users who value practicality and affordability. Those who prioritize ease of use, strong contact management, and a straightforward approach to sales pipelines find it a dependable companion. However, for businesses seeking a modern, feature-rich CRM experience, Goldmine might feel like a step back in time. "It's like a trusted old friend," concluded one user. "Maybe not the most exciting companion, but always there when you need it and gets the job done."

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