Keap vs Zoho Marketing Automation

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Our analysts compared Keap vs Zoho Marketing Automation 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.

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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Zoho Marketing Automation is a comprehensive solution that creates a visual dashboard for tracking data. It automates workflow processes, tracks conversions and helps visitors navigate the website.

Generate engagement with surveys and webinars, and simplify social media, email and mobile campaigns. Explore and compare data with accessible analytics and provide integrated assistance to customers and staff.
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$59 Monthly
Get a free price quote
Tailored to your specific needs
$14 Monthly
Get a free price quote
Tailored to your specific needs
Small
Medium
Large
Small
Medium
Large
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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  • 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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  • Lead Management: Gain insight into lead management with profitable lead identification, lead stage tracking and performance analytics. Oversee interactive media campaigns, build landing sites and integrate third-party programs. 
  • Web Behavior: Track website visitor interaction and gain awareness of product perception. Connect with clients by sending them unique customized content. 
  • Campaign Planner and ROI: Find the optimum route to complete full-cycle lead execution and cost management goals. Create promotions with exclusive budgets and objectives to monitor returns. 
  • Multi-Channel Management: Understand what type of content generates potential customers. Discover what social platforms users interact with most, create mobile and email campaigns, and plan promotions across various channels. 
  • Engagement Tracking: Visualize productivity and improve quick decision-making. Save time with workflow templates, and oversee the progression of leads through in-depth reports. 
  • Analytics: Comprehend complex behavioral and attribution statistics with visual data maps and KPIs. Optimize time and enhance visibility using website traffic reports, application preference data and descriptive context. 
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Product Ranking

#74

among all
Marketing Automation Software

#514

among all
Marketing Automation Software

Find out who the leaders are

Analyst Rating Summary

80
88
7
43
84
90
92
100
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Lead Management
Dashboard and Reporting
Text Campaign Management
Compliance and Data Security
Email Campaign Management
Compliance and Data Security
Lead Nurturing
Email Campaign Management
Dashboard and Reporting
Lead Generation

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Keap
Zoho Marketing Automation
+ 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 7 84 92 99 92 86 100 83 61 86 25 93 43 90 100 94 95 93 90 100 79 87 88 71 0 25 50 75 100
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7%
20%
87%
7%
6%
83%
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17%
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91%
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5%
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79%
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21%
93%
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7%
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83%
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17%
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40%
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82%
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18%
82%
9%
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13%
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87%
88%
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12%
86%
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14%
71%
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29%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

63%
0%
37%
88%
0%
12%

User Sentiment Summary

Great User Sentiment 3344 reviews
Great User Sentiment 721 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.

88%
of users recommend this product

Zoho Marketing Automation has a 'great' User Satisfaction Rating of 88% when considering 721 user reviews from 3 recognized software review sites.

5.0 (20)
n/a
4.2 (1527)
3.8 (23)
4.1 (1273)
n/a
n/a
5.0 (1)
4.4 (148)
4.4 (697)
4.0 (376)
n/a

Awards

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

Lead Management Award

SelectHub research analysts have evaluated Zoho Marketing Automation and concluded it earns best-in-class honors for Compliance and Data Security.

Compliance and Data Security Award

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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Lead Nurturing: Zoho Campaigns helps businesses build relationships with potential customers by sending targeted email sequences based on their behavior and interests. This can help move leads through the sales funnel more effectively.
Social Media Management: Zoho Social allows users to manage multiple social media accounts from one platform, schedule posts, track analytics, and engage with followers. This can save businesses time and effort while helping them improve their social media presence.
Customer Relationship Management (CRM) Integration: Zoho Marketing Automation integrates with Zoho CRM, providing a complete view of customer interactions and enabling businesses to personalize their marketing efforts. This integration can help businesses improve customer satisfaction and loyalty.
Marketing ROI Measurement: Zoho Marketing Automation provides detailed analytics and reporting, allowing businesses to track the performance of their marketing campaigns and measure their return on investment (ROI). This information can help businesses make data-driven decisions about their marketing strategies.
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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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Learning Curve: Zoho Marketing Automation can be challenging to learn due to its extensive features and complex interface, especially for those new to marketing automation or the Zoho ecosystem. The learning process may require a significant time investment and potentially additional training resources.
Customization Limitations: While Zoho Marketing Automation offers customization options, some users find them to be restrictive for more complex or unique workflows. This can lead to workarounds or compromises in achieving desired automation processes.
Integrations: Although Zoho Marketing Automation integrates with various third-party applications, the depth and functionality of these integrations can vary. Users may encounter limitations or require additional tools to achieve seamless data synchronization and workflow automation across different platforms.
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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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Zoho Marketing Automation has carved out a niche for itself in the crowded marketing automation landscape, attracting businesses of all sizes with its blend of affordability, user-friendliness, and a comprehensive suite of features. Users frequently highlight its intuitive interface and straightforward setup process, making it a suitable option for those new to marketing automation or seeking a hassle-free solution. The platform's pricing structure is another key advantage, offering competitive rates compared to industry giants like HubSpot or Marketo, making it an attractive choice for budget-conscious businesses. Zoho Marketing Automation's feature set covers a wide spectrum of marketing needs, including email marketing, social media management, lead generation tools, and detailed analytics. This breadth of functionality allows businesses to manage various marketing activities within a single platform, streamlining their workflows and enhancing efficiency. The platform's ability to personalize content and automate customer journeys based on behavior further empowers businesses to deliver targeted and relevant experiences, fostering stronger customer relationships and driving conversions. However, some users note that Zoho Marketing Automation's advanced features may require a steeper learning curve compared to its basic functionalities. Additionally, while the platform integrates with various third-party applications, some users express a desire for more native integrations to enhance its overall connectivity. Zoho Marketing Automation emerges as an ideal solution for small to medium-sized businesses (SMBs) seeking a cost-effective and user-friendly platform to manage their marketing efforts. Its comprehensive feature set caters to a wide range of marketing needs, while its ease of use makes it accessible to users with varying levels of technical expertise. However, larger enterprises with complex marketing requirements or those seeking highly advanced automation capabilities may find that Zoho Marketing Automation's feature set falls short of their needs. It's important to note that the marketing automation landscape is constantly evolving, so it's recommended to check for the latest information and updates on features and capabilities.

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