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Keap vs Nimble CRM

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Our analysts compared Keap vs Nimble CRM based on data from our 400+ point analysis of CRM 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
Keap Software Tool
Nimble CRM Software Tool
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Product Basics

Analyst Rating

we're gathering data
Detailed Analysis

User Sentiment

Great User Sentiment (3344 Reviews)

Analyst Rating

54 Detailed Analysis

User Sentiment

Great User Sentiment (2505 Reviews)

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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Nimble is a one-stop solution for managing and organizing contacts, setting reminders, building and maintaining relationships, finding opportunities, and meeting goals. It provides complete information on the customer's history and their deal status. Users can set up a structured to-do list for teams.

It allows users to engage and interact with prospects and customers on a personalized level, enabling them to stay connected across the entire customer journey.
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Product Assistance

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Knowledge Base
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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  • Auto Set-Up: Simplifies the task of getting the software up and running, as it automatically sets itself up based on user requirements. 
  • Unified Workspace: Gather all information and unify it for easy access through the Nimble dashboard. 
  • User-Friendly: Easy to work from wherever and through whichever app is needed. Access emails, social media, contacts and more on the go, all from one dashboard. 
  • Team Tracking: Stay updated on team activities with a segregated table for in-progress, scheduled and completed tasks. 
  • Increased Sales: The sales navigator enhances productivity by tagging sales reps in deals so they can meet sales targets. 
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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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  • Smart Social Search: Automates the process of collecting contact information and details from social media pages, providing helpful business insights. 
  • Today Page: Provides organization by listing and arranging priority clients, reminders and updates on an intuitive board. 
  • Single Engagement Platform: Engage on multiple sites through one platform. Syncs and integrates data and activity from commonly used apps such as Gmail, Pipedrive, social media channels, Mailchimp and many others. 
  • Sales Intelligence: Simplifies the process of reaching out to prospects. Sorts by company size, industry, location, revenue and other key details to ensure sales and marketing efforts target the right types of businesses. 
  • Prospect Building: Understand customer relationship insights by quickly scanning the sales funnel, calendar, social signals and tasks at hand. 
  • Emailing and Tracking: Provides insight into customer activity by keeping track of opened emails and clicks. Shows the number of times a prospect has opened a particular message, directly from Gmail. 
  • Auto Sync: Removes data entry tasks via automatic syncing of data and insights that help engage customers. 
  • Contact Discoveries: Filters out old data and updates with the latest information using the Enrichment Credits feature in the Nimble Prospector App. 
  • Sales Forecasts and Analytics: Deal forecasting and pipeline analytics can predict the team’s historical and predictive revenue in greater detail to identify which deals need attention. 
  • App Integrations: Makes it easy to work anytime, anywhere with over 100 integrated apps along with additional add-ons that facilitate business collaboration. 
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Product Ranking

#95

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#17

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Analyst Rating Summary

we're gathering data
54
we're gathering data
50
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72
we're gathering data
83
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Keap
Nimble CRM
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 50 72 83 37 80 50 76 0 51 17 47 37 42 0 25 50 75 100
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43%
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57%
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46%
8%
46%
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83%
0%
17%
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40%
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60%
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71%
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29%
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43%
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57%
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75%
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25%
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100%
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43%
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52%
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11%
89%
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25%
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62%
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33%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

we're gathering data
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we're gathering data
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we're gathering data
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54%
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46%
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71%
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User Sentiment Summary

Great User Sentiment 3344 reviews
Great User Sentiment 2505 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.

89%
of users recommend this product

Nimble CRM has a 'great' User Satisfaction Rating of 89% when considering 2505 user reviews from 5 recognized software review sites.

5.0 (20)
5.0 (17)
4.2 (1527)
4.5 (901)
4.1 (1273)
4.4 (1499)
4.4 (148)
4.5 (32)
4.0 (376)
4.3 (56)

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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Tracking: The platform offers seamless tracking of tasks and spreadsheets, according to 100% of users who reviewed this feature.
Easy to Use: Of the reviewers that mentioned the software’s usability, 71% suggested that the interface and its features make it easy for users to adapt to.
Automation: The system helps automate many tasks and eliminates the use of manual entries, according to 71% of reviews about automation.
Cost: Nimble provides good value for the money spent, as indicated by 100% of reviews mentioning cost.
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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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Integrations: Out of users who mention integrations, 60% suggested the platform offers very basic integrations, with third-party apps needed for additional integrations.
Mobile Application: The mobile app is very slow in comparison to the desktop version, according to 75% of reviews referencing the mobile app.
No Auto-Sync: The system requires third-party apps to integrate the sync function, as observed by 80% of users who wrote about this feature.
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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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Nimble’s CRM solution is intuitive to use and automatically populates customer profiles, interaction histories, contact lists, email conversations and social media activity across various platforms. It offers efficient tracking and automates many tasks. However, reviews noted the mobile application lacks robust performance, and auto-sync feature along with basic integration adds complexity to using it. Its price point makes it best for small businesses that are looking for good value along with strong customer support.

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Screenshots

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