Pipedrive vs. Infusionsoft (Keap): an in-depth comparison for sales managers

With plenty of products vying for your attention, finding the right customer relationship management (CRM) software for your sales team can be challenging. Pipedrive and Keap (previously known as Infusionsoft) are popular CRMs designed to help businesses track sales and grow revenue.

Both solutions have the features you’d expect in a CRM system but they also possess unique functions and strengths that make them ideal for different users.

This Pipedrive vs. Infusionsoft (Keap) comparison guide will look at the most popular features of both solutions so you can choose the right CRM for your business.

What is Pipedrive?

Pipedrive is a CRM solution designed to help you track the sales pipeline, manage leads and automate your sales process. The software is suitable for companies of all sizes, with plans available for small businesses, enterprise clients and everything in between.

Pipedrive’s key features include:

• Contact management

• Task management

• Customizable pipelines

• Activity logging

• Sales automation

• Email and communication tracking

• Insights and reporting

You can also expand Pipedrive’s functionality with add-ons and third-party integrations (more on this later).

What is Infusionsoft (Keap)?

Keap is a sales and marketing automation platform designed for small businesses and startups. In 2019, Infusionsoft rebranded as Keap.

The company launched two new versions, Keap Pro and Keap Max, to make the software more user-friendly. The original Infusionsoft software was renamed Keap Ultimate.

Keap’s core features include:

• Email marketing

• Workflow automation

• Lead and client management

• Pipelines

• Landing pages

• Invoicing

Pipedrive vs. Infusionsoft (Keap): at a glance

There are a lot of elements to consider when choosing between Pipedrive and Keap. Here’s how the two solutions measure up.

Pipedrive vs. Infusionsoft (Keap): key features

Every CRM includes a core set of features that manage customer relations. Here’s how Pipedrive and Keap stack up in these critical areas.

Contact management

Sales teams need to access lead information to do their job effectively. A CRM provides your reps with a centralized database to store and review important customer data.

Pipedrive’s contact management gives you a comprehensive view of leads and customers, with all the information you need to nurture business relationships in one place.

Along with the standard details and contact information, you can also see past activity, planned activity and connected deals.

You can link individuals to organizations to better understand business structure while using the search function to find other details. A changelog tracks profile updates and ensures you always work with the latest information.

Pipedrive enables you to capture unique details with custom fields and contact labels so you can tailor each contact page to fit specific business needs. You can then use these details to create segmented lists for targeted campaigns.

Keap also comes with contact management features to store client data and activity. You can see whether a contact is a lead or client, view their contact info and review all recent activity. Keap uses tags instead of custom labels, allowing you to categorize and organize records.

Keap’s Pro plan includes 1,500 contacts, increasing the price for additional contacts. Pipedrive offers unlimited contacts on all plans.

Sales pipeline management

The best CRMs offer more than a way to manage your contacts. They help your sales team visualize and manage potential customers as they move through the sales process.

Pipeline management enables you to track deal progress, forecast future sales and identify potential bottlenecks.

Pipedrive’s primary view is the pipeline, which gives your reps a complete view of every deal’s status and the next steps needed. The pipeline view helps you stay organized and focused on your most important deals, even when navigating a complex sales process.

You can assign tasks to each pipeline stage, creating a blueprint for your sales reps to follow. Move deals forward or trigger actions that occur at a certain stage. Combine that functionality with Pipedrive’s automation features (more on those later).

Pipedrive’s sales pipeline analysis lets you review the most important metrics like:

• Number of deals in your pipeline

• Average size and value of the deals in your pipeline

• Average percentage of deals won

• Sales velocity

Analyzing pipeline performance helps you identify gaps or obstacles and improve the conversion rate across different stages.

Keap also offers tools for sales pipeline management. You get a visual overview of the pipeline that allows you to change deal stages using a drag-and-drop menu. You can also create custom pipelines and trigger automated tasks.

Mobile access

Accessing your sales CRM from a mobile device is essential to retrieve and update customer information on the go.

Pipedrive’s app delivers a full mobile CRM, giving you access to all the information you need while taking advantage of mobile functionality.

For example, you can see if an incoming call relates to a deal or link outgoing calls to contacts and activities. Take photos with your phone and add them directly to deals or contacts or use the “Nearby” feature to see which customers are in your vicinity.

If you’re about to walk into a customer meeting, you can review their information (including contact history and deal timelines) to ensure you make a good impression.

With Pipedrive’s mobile app, you have an entire CRM system with you at all times. Even when you’re offline, you can schedule activities and access the sales information you need.

Keap also has a mobile app that lets you add customer information, tasks and notes on the go. You can send appointment links and invoices to customers or receive reminders and alerts for upcoming events.

Both Pipedrive and Keap apps are available for iOS and Android devices.

Customization

The best CRMs don’t force you into a set way of selling but flex to fit your specific processes and workflows.

Pipedrive is a highly customizable CRM that lets you manage the sales process your way. You get default sales pipeline stages initially but you can adjust them to match your business.

Add custom fields to deals, contacts or products and capture the information you need to ensure a seamless sales process.

Pipedrive’s custom reports and real-time sales dashboards enable you to focus on the sales metrics and key performance indicators (KPIs) that matter most to you.

Pipedrive is ideal for global sales teams. It’s available in 22 languages and supports multiple custom currencies.

Keap also offers customization features. You can create sales pipelines with custom fields or personalize dashboards to see relevant information.

Onboarding and importing

Effective onboarding ensures your team can adapt to and adopt a new CRM system quickly. Seamless importing capabilities allow for a smooth transfer of essential customer data.

Pipedrive makes it easy to import your existing data in any format. The system checks for duplicates and incomplete entries automatically, so you can get your CRM journey off to the best possible start.

Pipedrive uses a combined import flow, so you only need one session to move all your data. Its third-party partner, Import2, also helps you transfer existing data from another CRM.

If you need help getting started, Pipedrive offers a range of services depending on your plan and monthly payment. From one-time onboarding to long-term strategic planning, you get the help you need.

Keap also provides data import services for certain apps, spreadsheets and CSV files.

As part of the mandatory paid implementation, new customers receive up to 15 hours of free migration services, along with one-on-one coaching, an automation assessment and a sales and marketing playbook.

Pipedrive vs. Infusionsoft (Keap): productivity and automation

Today’s sales teams often have many responsibilities. According to our State of Sales and Marketing report, only 54% of respondents spend most of their workday selling. However, respondents who adopted technology and automated their sales and marketing tasks were 16% more likely to hit their sales targets.

Automations within a CRM system enhance productivity by eliminating repetitive tasks, freeing up your team to focus on more strategic activities.

Pipedrive users on the Advanced tier can automate many of the steps in the sales process, like sending personalized follow-up emails or moving deals to the next stage in the pipeline.

By automating lead allocation, you can ensure every deal gets the attention it needs while freeing up time to focus on high-priority sales tasks.

Pipedrive’s automated AI Sales Assistant (available on Professional plans and above) offers performance tips, recommends features and reminds sales reps of any opportunities that need more attention.

Keap also positions itself as a sales and marketing automation platform. Automations streamline activities like lead capture and appointment reminders, while the builder enables you to create nurture sequences.

Keap’s AI content assistant can also generate landing pages, sales emails and text messages.

Pipedrive vs. Infusionsoft (Keap): integrations and add-ons

Integrations and add-ons extend the functionality of the core CRM system. By connecting your CRM software to other business tools, data can flow seamlessly across systems and teams can access it as needed.

Pipedrive has a marketplace of over 400 apps, with more added all the time. It categorizes these tools based on revenue cycle stages, including:

• Attracting new leads

• Nurturing leads

• Managing contracts

• Invoicing payments

For example, the Google Meet integration lets you schedule, manage and launch calls directly from Pipedrive. You can jump on a call with prospects and see relevant context without having to switch between apps.

Meanwhile, email sync with popular providers like Gmail and Outlook means you can access the latest conversations directly from your CRM.

As part of Pipedrive’s AI CRM features, AI Smart App can recommend integrations to enhance efficiency and ensure you use the best tools for the job. The intelligent search function employs natural language processing to find apps that best meet your needs.

Pipedrive also offers native add-ons for extra functionality, allowing you to pick the features you want without paying for ones you don’t need. Current add-ons include:

• Lead generation tools

• Website visitor tracking

• Document control

• Project management

Keap primarily offers integrations through Zapier. It also supports landing page builders, membership portals and appointment scheduling.

Rather than offering separate add-ons, Keap positions itself as an all-in-one sales platform with built-in tools for email marketing, newsletters, invoicing and subscription management.

Pipedrive vs. Infusionsoft (Keap): reporting and dashboards

Data-driven decision-making is at the heart of modern business strategies. A CRM with robust reporting and dashboards can turn data into actionable insights that grow your business.

Pipedrive’s insights and reports feature helps sales reps use dashboards to recognize winning patterns. Customizable sales reports let you track default criteria like new deals and recurring revenue alongside metrics specific to your business.

With easy-to-understand visuals, get a quick overview of your sales performance, forecast projected revenue and make smarter decisions. You can dive deeper into different metrics and individual performance to identify potential issues and sales training opportunities.

Keap offers a variety of pre-built marketing, sales and automation reports. For example, you can review your conversion rate by audience segment, sales stage and email clicks. Track sales by day, week or month and compare them to previous periods to measure performance.

Keap Max and Ultimate open up more advanced reporting features like return on investment (ROI) tracking and the ability to search across reports. You can also use the Graphly integration to add data visualization to your reports (available from $30/month).

Pipedrive vs. Infusionsoft (Keap): customer support

Considering how critical a CRM is to your daily business, reliable support is essential. Quality customer support helps resolve issues quickly, minimizing disruption and ensuring you get the best results.

Pipedrive comes with a thorough knowledge base, including feature guides, advice on getting started and guidance on troubleshooting issues.

There’s an active online community where you can get advice and ideas from other users. Pipedrive Learn also offers useful courses, video tutorials and webinars.

Pipedrive’s support team can answer questions via live chat, email and phone, with over 130 support staff based around the world. Help is available in multiple languages, with English and Portuguese support available 24/7 or French, German and Spanish support available during business hours.

As a result, verified reviewers on Software Advice awarded Pipedrive the 2023 Best Customer Support recognition.

Keap offers US-based phone support and 24/7 chat support through the app. Users also have access to a customer success manager to get the most out of the platform.

Pipedrive vs. Infusionsoft (Keap): pricing

Pipedrive’s pricing plans are based primarily on the number of users, while Keap is based on both number of users and contacts.

Pipedrive pricing:

Pipedrive’s add-ons:

Infusionsoft (Keap) pricing:

Keap costs shown above do not include the one-time fee for the required implementation service.

Final thoughts

Pipedrive and Keap both offer comprehensive CRM functionality to track, manage and grow customer relationships. The best choice for you will depend on your business goals, existing tech and budget.

Keap is an all-in-one solution out of the box but you’ll need the resources to handle the learning curve and be willing to pay the additional costs.

If you want an intuitive CRM built for sales with the ability to add-on features as you need them, Pipedrive can help you grow your business at an affordable price.