Average Ratings 11 Ratings

Total
ease
features
design
support

Average Ratings 4 Ratings

Total
ease
features
design
support

Description

Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.

Description

Platformly is an easy-to-use business management and marketing automation tool that's powerful enough to be used by busy business owners who want to grow their business. Platformly makes marketing attribution simple by accurately tracking interactions across campaigns and channels through your entire marketing funnel. It allows you to see in great detail which marketing activities are most successful, who your most loyal customers and what drives growth.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Convertful Yes 
Deadline Funnel Yes 
Hyperise Yes 
Integrately Yes 
Make Yes 
Stackreaction Yes 
Academy Of Mine Yes 
AppointmentCore Yes 
ChartMogul Yes 
GoTo Webinar Yes 
HelloSells Yes 
LeadDoubler Yes 
Ohmylead Yes 
Pirsonal Yes 
Productive Call Assistant Yes 
Simplii Yes 
StarfishETL Yes 
UpViral No 
Zen Cart Yes 
brandquiz Yes 

Integrations

Convertful Yes 
Deadline Funnel Yes 
Hyperise Yes 
Integrately Yes 
Make Yes 
Stackreaction Yes 
Academy Of Mine No 
AppointmentCore No 
ChartMogul No 
GoTo Webinar No 
HelloSells No 
LeadDoubler No 
Ohmylead No 
Pirsonal No 
Productive Call Assistant No 
Simplii No 
StarfishETL No 
UpViral Yes 
Zen Cart No 
brandquiz No 

Pricing Details

$40 per month
Free Trial Yes 
Free Version No 

Pricing Details

$19.00/month/user
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Keap

Founded

2001

Country

United States

Website

keap.com

Vendor Details

Company Name

Platformly

Founded

2017

Country

Monaco

Website

www.platform.ly/

Product Features

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling No 
Calendar Sync Yes 
Client Database Yes 
Group Scheduling No 
Mobile Access Yes 
Multi-Location Yes 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments No 
Room Booking Management No 

Billing and Invoicing

Billing Portal No 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator No 

Campaign Management

Channel Management No 
Contact Database Yes 
Email Marketing Yes 
Event Triggered Actions Yes 
Lead Management Yes 
Multi-Campaign Yes 

Contact Management

Activity Management No 
Appointment Management No 
Contact Database Yes 
Contact History No 
Contact Import/Export Yes 
Customer Pipeline No 
Email Marketing No 
Group Management No 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools No 
Sales Pipeline Management Yes 
Search / Filter No 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Customer Communications Management

Batch Communications Yes 
Chat / Messaging No 
Content Management Yes 
Email Distribution Yes 
Interactive Content No 
Multi-Channel Communications No 
On-Demand Communications Yes 
Personalization Yes 
Print Management No 
Template Management Yes 
Video Content No 

eCommerce Marketing

AB Testing No 
Abandoned Cart Email No 
Analytics / ROI Tracking No 
Customer Data Profiles No 
Dynamic Content No 
Email Marketing No 
Email Personalization No 
Facebook Ads No 
Google Ads No 
Product Recommendations No 
Push Notifications No 
Retargeting No 
SMS Marketing No 
Search Marketing No 
Segmentation No 
Signup Forms & Popups No 
Social Marketing No 
Triggered Emails No 
Website Visitor Tracking No 

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution No 
Lead Nurturing Yes 
Lead Scoring No 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking No 

Lead Nurturing

A/B Testing Yes 
Campaign Management Yes 
Drip Campaigns Yes 
Lead Capture Yes 
Lead Notifications Yes 
Lead Scoring No 
Lead Segmentation Yes 
Performance Metrics Yes 
Personalization Yes 
Pipeline Management Yes 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Quoting

Automated Quoting No 
Catalog Management Yes 
Client Portal No 
Contact Management Yes 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management Yes 
Product Configurator No 
Proposal Management No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access No 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management No 
Territory Management No 

Email Marketing

A/B Testing No 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys No 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing No 
Segmentation Yes 
Social Marketing No 
Website Visitor Tracking Yes 

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