Keap vs Pipedrive: Choosing the Best CRM Platform

If you are looking for a CRM software to manage your sales and marketing, you might have come across Keap and Pipedrive.

Keap is great for service-based small businesses that require an all-in-one sales and marketing software to manage their customer data, automate their sales and marketing processes, and grow their business.

Pipedrive is great for large sales teams that require a specialized CRM and pipeline tool to manage their sales pipeline, track their deals, and improve their sales performance.

Keap

Keap is a CRM software that provides a complete solution for small businesses. It offers features such as lead capture, contact management, appointment scheduling, and marketing automation. Keap’s marketing automation allows you to create personalized campaigns, send emails, and track customer behavior. The software also offers a mobile app, which allows you to manage your business on the go.

Keap

Keap’s target audience is service-based small businesses, such as real estate, coaching, and consulting firms. The software is designed to help businesses automate their sales and marketing processes, saving time and increasing efficiency. Keap’s pricing starts at $159 per month, and it offers a 14-day free trial for new users.

Pipedrive

Pipedrive is a CRM software that focuses on sales pipeline management. It offers features such as deal tracking, lead capture, and sales forecasting. Pipedrive’s main strength is its pipeline management, which allows you to visualize your sales process and track your progress. The software also offers integrations with other tools, such as email and calendar apps.

Pipedrive

Pipedrive’s target audience is sales teams, especially those in the enterprise sector. The software is designed to help sales teams manage their pipeline and close more deals. Pipedrive’s pricing starts at $12.50 per user per month, and it also offers a 14-day free trial for new users.

Key Features Breakdown

When it comes to features, Keap and Pipedrive have a lot in common, but Keap has a few extra features that make it stand out. Here’s a breakdown of the key features of both platforms:

Keap Features

Keap offers a comprehensive suite of features that include sales, marketing automation, email marketing, text messaging, landing pages, payments, and more. Here are some of the key features:

  • Sales: Keap has a powerful CRM that allows you to manage your leads, deals, and tasks in one place. You can also create quotes, invoices, and appointments.
  • Marketing Automation: Keap’s campaign builder allows you to create automated workflows that send emails, text messages, and more based on triggers and actions.
  • Email Marketing: Keap’s email marketing platform allows you to create and send professional-looking emails to your contacts. You can also segment your list and track your email performance.
  • Text Marketing: Keap’s text marketing feature allows you to send personalized text messages to your contacts. You can also automate your text messages and track your performance.
  • Landing Pages: Keap’s landing page builder allows you to create beautiful landing pages that convert visitors into leads. You can also track your landing page performance.
  • Payments: Keap’s payment feature allows you to accept payments from your clients online. You can also create payment plans and subscriptions.

Pipedrive Features

Pipedrive is a sales-focused platform that offers a range of features to help you manage your sales pipeline. Here are some of the key features:

  • Sales: Pipedrive’s CRM allows you to manage your leads, deals, and tasks in one place. You can also create quotes and appointments.
  • Automation: Pipedrive’s automation features allow you to automate repetitive tasks and save time.
  • Email Templates: Pipedrive allows you to create and send text-based email templates to your contacts.
  • Business Phone Line: Pipedrive’s business phone line feature allows you to make and receive calls from your Pipedrive account.
  • Task Management: Pipedrive’s task management feature allows you to create and assign tasks to your team members.
  • Scheduler: Pipedrive’s scheduler feature allows you to schedule appointments with your contacts.
  • Quotes: Pipedrive’s quote feature allows you to create and send quotes to your clients.

Pricing Analysis

When it comes to choosing the right CRM for your business, pricing is an important factor to consider. Both Keap and Pipedrive offer a variety of pricing plans to fit your budget and needs.

Keap offers two pricing plans: Pro and Max. The pricing starts at $159/month for the Pro plan and $229/month for the Max plan. The Pro includes features like email marketing, sales and marketing automation, leads and client management, text marketing, and more. The Max plan includes more features like lead scoring, lead source attribution, multi-page landing pages, and advanced reporting. Keap also offers a custom-priced plan for advanced marketing and sales team needs. You can contact their sales specialist to inquire about pricing.

On the other hand, Pipedrive offers four pricing plans: Essential, Advanced, Professional, Power, and Enterprise. The pricing starts at $12.50/user/month for the Essential plan, $24.90/user/month for the Advanced plan, $49.90/user/month for the Professional plan, $59.90/user/month for the Power plan, and $74.90/user/month for the Enterprise plan. The Essential plan includes simple sales processes, the Advanced plan includes easy-to-use email and automation, the Professional plan includes more customization and reporting options, the Power plan includes flexible collaboration and support, and the Enterprise includes all the advanced features without limitations.

Both Keap and Pipedrive offer a 14-day free trial for all plans, and there is no setup fee.

Sales and Lead Management

When it comes to managing your sales and leads, both Keap and Pipedrive offer robust features to help you streamline your processes and close more deals.

Keap’s platform includes lead capture forms, automated follow-up emails, and lead scoring to help you prioritize your efforts. You can also track your sales pipeline and see where each lead is in the process, as well as set reminders for follow-up tasks.

Pipedrive’s pipeline tool is highly customizable, allowing you to create stages that match your unique sales process. You can easily drag and drop deals from stage to stage, and view your pipeline in a variety of formats, including a visual timeline. Pipedrive also offers lead generation features, such as web forms and integrations with third-party lead sources.

Both platforms allow you to track opportunities and create custom fields to capture the information that’s most important to your business. Additionally, they offer reporting and analytics to help you identify areas for improvement and track your progress over time.

Email Marketing Capabilities

Both Keap and Pipedrive offer email marketing capabilities, but there are some differences between the two platforms.

Keap has a built-in email marketing platform that allows you to create and send emails to your contacts. It also offers email automation, allowing you to create automated email campaigns based on triggers such as a contact’s behavior or actions. Keap also has a basic landing page builder, which can be used to create simple landing pages for your email campaigns.

On the other hand, Pipedrive only offers text-based email templates, which can be customized with your own content. Pipedrive also has chatbots and a sales assistant, which can be used to automate some of your email communication.

When it comes to email marketing, Keap seems to have an advantage over Pipedrive. Its built-in email marketing platform and automation capabilities make it easier to create and manage email campaigns. However, if you’re looking for a more basic email solution, Pipedrive’s text-based email templates may be sufficient for your needs.

Integration Capabilities

When comparing Keap and Pipedrive, it’s important to consider their integration capabilities. Both platforms offer a variety of integrations with popular tools and software, allowing you to streamline your workflow and automate tasks.

Keap offers integrations with popular tools such as QuickBooks, Xero, and Google Calendar. They also offer a Zapier integration, which allows you to connect Keap with over 2,000 other apps. This can be particularly useful for automating tasks such as lead capture, email marketing, and invoicing.

Pipedrive also offers a variety of integrations, including popular tools such as Google Drive, Trello, and Slack. They also offer a Zapier integration, which allows you to connect Pipedrive with over 2,000 other apps. This can be particularly useful for automating tasks such as lead capture, email marketing, and project management.

When it comes to integrations, both Keap and Pipedrive offer a wide range of options. However, it’s important to note that some integrations may require additional fees or subscriptions.

Analytics and Reporting

both Keap and Pipedrive offer robust features that can help you track and analyze your sales and marketing efforts.

Keap provides detailed reporting on your contacts, including their behavior, engagement, and lead source. You can also track your sales pipeline and monitor the progress of your deals. Keap’s reporting dashboard is customizable, allowing you to view the metrics that matter most to your business. Moreover, Keap offers advanced analytics and insights that can help you identify trends and opportunities to improve your sales and marketing efforts.

Pipedrive also offers comprehensive reporting features, allowing you to track your sales pipeline, analyze your deals, and monitor your team’s performance. Pipedrive’s reporting dashboard is highly customizable, and you can create custom reports and filters to view the data that is most relevant to your business. Pipedrive also offers detailed analytics and insights, allowing you to identify trends and opportunities to improve your sales process.

When it comes to contacts, Keap offers advanced segmentation and tagging features, allowing you to group your contacts based on behavior, engagement, and other criteria. This can help you create targeted marketing campaigns and improve your overall engagement with your audience. Pipedrive also offers contact segmentation features, allowing you to group your contacts based on specific criteria such as location or industry.

Support and Training

When it comes to customer support, both Keap and Pipedrive offer a variety of options to help you get the most out of their products. Keap has a reputation for providing high-quality ongoing product support, while Pipedrive is known for its comprehensive knowledge base and community forum.

If you’re looking for personalized support, Keap offers a range of options, including phone support, live chat, and email support. They also offer a dedicated support team for their higher-tier plans. Pipedrive, on the other hand, offers email support and a community forum where you can ask questions and get help from other users.

In terms of training, Keap offers a range of resources to help you get started, including video tutorials, webinars, and a knowledge base. They also offer a Kickstart package for new users, which includes personalized training and support to help you get up and running quickly. Pipedrive offers a similar range of resources, including video tutorials and a knowledge base, but they don’t offer personalized training as Keap does.

Final Verdict: Keap vs. Pipedrive

As you can see, both Keap and Pipedrive are CRM platforms that offer a range of features and functionalities to help businesses manage their customer relationships.

Keap is an all-in-one CRM platform that offers a range of features and functionalities, including sales automation, marketing automation, and customer support. It also offers integrations with a range of third-party tools and services, making it a great choice for businesses that need a high level of customization and flexibility.

Pipedrive, on the other hand, is a sales-focused CRM platform that offers a range of features and functionalities, including sales pipeline management, activity tracking, and lead management. It is designed to help businesses streamline their sales processes and improve their sales performance.

One of the main differences between the two platforms is the focus. Keap is designed to be a comprehensive CRM platform that covers all aspects of customer relationship management, including sales, marketing, and customer support. Pipedrive, while it does offer some marketing and customer support features, is primarily focused on sales.

Another difference is the target audience of each platform. Keap’s target audience is individuals or small businesses aiming to automate their sales and marketing processes. While Pipedrive’s target audience is larger businesses aiming to manage their pipeline and close more deals.

You can check out this video below for a comprehensive review of Keap and Pipedrive to help you make a more informed decision between the two:

 

If you need an all-in-one solution that includes marketing automation and sales automation features, Keap may be the best choice for you. If you’re primarily focused on managing your sales pipeline and tracking deals, Pipedrive may be a better fit.

By choosing the right CRM software for your business, you can streamline your sales and marketing processes, improve customer satisfaction, and grow your business.