Keap vs Flexie


Hyperise integrates with 100's of sales and marketing tools, many of which are in the CRM category. With so many to choose from it's sometimes hard to know which is best, but don't worry, we've got your covered.


In this comparison guide we're going to look at the Highlights, Pros, Cons and Pricing of Keap and Flexie. We'll also delve into the details of which offers the best personalization options within CRM, with there respective Hyperise integrations

Keap logo

Keap

Pricing: Keap's pricing has a range of options depending on the size of business and the features needed. There are four Keap plans that range from $40 to $149/month, with additional features and integrations. The basic level Keap Grow plan starts at $40 per month, and the mid-level Keap Pro plan is $79/month. The higher levels, Keap Max Classic and Max Premium, both cost $149/month.

Vs

Flexie logo

Flexie

Pricing: Flexie pricing is a pricing model whereby customers pay according to their business needs rather than having a one-size-fits-all approach. Customers can scale their usage up or down, according to the specific services they require and their desired budget. This model provides the flexibility to adjust subscription plans and allows businesses to better manage costs and growth.

Keap vs Flexie Highlights

Keap, formerly known as Infusionsoft, is an online marketing and sales automation software that allows small businesses to automate their sales and marketing processes. FlexieCRM is a customer relationship management (CRM) software that helps businesses build stronger relationships with their customers.

The main difference between Keap and FlexieCRM lies in their focus. Keap is designed to help businesses automate and manage their marketing efforts and sales processes from start to finish, while FlexieCRM is designed as a customer relationship management tool that helps businesses build relationships with their customers by learning about their needs and providing personalized solutions.

Keap also provides features focused on marketing automation, such as creating campaigns and tracking customer contacts, while FlexieCRM focuses more on building customer relationships and understanding the customers needs. Furthermore, Keap has an e-commerce integration, while FlexieCRM does not.

In conclusion, Keap and FlexieCRM are two different software solutions with their own unique features. Keap is focused on automating marketing efforts and sales processes, while FlexieCRM is focused on customer relationship management and building customer relationships. Both software solutions can help businesses grow and become successful, though they need to understand their own needs before choosing one.

Keap vs Flexie Pros

Keap Pros

  • Ease of use: Keap is a very intuitive platform and is easy to use for even novice users.
  • Integrations: Keap offers a wide range of third-party integrations and plugins, allowing you to easily connect your CRM with other applications.
  • Customer service: Keap provides 24/7 customer service and is highly rated for their responsiveness and helpfulness.
  • Pricing: Keap offers a variety of pricing plans, making it affordable for any size business.
  • Automation: Automation tools and workflows make managing customer relationships faster and easier.
  • Marketing capabilities: Keap includes powerful tracking and reporting capabilities and offers marketing automation capabilities.
  • Reporting: The reporting feature enables businesses to get valuable insight into their customer relationships and activities.

Flexie Pros

  • Pros for Flexie Compared to Keap:
  • Easier to use interface, with automated processes to speed up workflows
  • Seamless integration with all major CRM, ERP, accounting, and ecommerce systems
  • Easier customization to fit the unique needs of each business
  • There are no limitations in terms of support, data storage, and capabilities
  • Ability to create dashboards and reports in real time, saving time and money on analytics
  • All-in-one customer experience management and membership management
  • Higher flexibility and scalability across multiple devices and platforms
  • Subscription-based pricing allows for a more cost-effective solution

Keap vs Flexie Cons

Keap Cons

  • Cost: Keap is much more expensive compared to Flexie, and offers fewer features for the increased cost.
  • Ease of Use: Flexie has an intuitive user interface that is easy to navigate and understand, whereas Keaps user-interface is not as user-friendly.
  • Integrations: Flexie integrates with other applications more efficiently and quickly, whereas Keaps integrations are not as robust.
  • Automation: Flexie offers more options for automations and customizations, whereas Keaps automation capabilities are limited.
  • Support: Flexie provides more technical support and faster response times.

Flexie Cons

  • Limited customization options Flexie is limited in terms of its customization capabilities, whereas Keap offers more in-depth customization options.
  • Less automation capabilities Automation capabilities are much greater in Keap than in Flexie, since Flexie is mainly centered around helping to create contact databases and does not have a particularly robust automation feature.
  • Smaller user base Keap has a larger user base than Flexie, so it benefits from a larger community of support and feedback from customers.
  • Limited Integrations Flexie has limited integrations with third party tools, while Keap offers more extensive integration features.

Keap & Flexie Hyperise Integrations

Keap uses the Image embed method to integrate with Hyperise, giving a simple way to add personalized images to your messages.

Keap makes the following data points available to Hyperise, to enable personalization in images used in outreach and linked out to your personalized website landing pages.

Keap integration diagram
  • First name
  • Last name
  • Using business Website passed from Keap, Hyperise is able to enrich business logo and website screenshots.
  • Phone
  • Business name
  • Job title
  • Street
  • Street2
  • City
  • Country
  • State
  • Zip

Keap Integration Guide

Flexie uses the Image embed method to integrate with Hyperise, giving a simple way to add personalized images to your messages.

Flexie makes the following data points available to Hyperise, to enable personalization in images used in outreach and linked out to your personalized website landing pages.

Flexie integration diagram
  • First name
  • Last name
  • Phone
  • Business name
  • City
  • Country

Flexie Integration Guide

Other Keap & Flexie CRM platform comparisons

Keap and Flexie Frequently Asked Questions

Question: What is Keap?


Answer: Keap is an all-in-one customer relationship management (CRM) and marketing automation software that helps small businesses get organized, stay connected, and grow. With one integrated platform, businesses can develop customer relationships, manage sales pipelines, automate marketing tasks, send invoices, and more.


Question:


Answer: What is Flexie?


Question: Flexie is a modern web development toolkit. It simplifies the process of creating professional websites, applications, and mobile experiences by giving developers and designers a way to create flexible and interactive components quickly and easily.


Answer:


Question: What features does Flexie offer?


Answer: Flexie offers features like drag-and-drop interface, rich component library, responsive design tools, integrated development tools, and a library of widgets and extensions that can be customized to meet specific needs.


Question:


Answer: Is Flexie easy to use?


Question: Yes! Flexie's user-friendly interface makes it easy to design and develop modern web applications. Even those with limited web development experience will be able to quickly and easily create powerful and beautiful websites, applications, and mobile experiences.


Answer:


Question: Is Flexie compatible with other web development technologies?


Answer: Yes! Flexie is compatible with other web development tools and technologies, such as HTML, CSS, JavaScript, and more. You can also easily integrate with popular frameworks such as React, Vue.js, Angular, and Node.js.


Question: What is Flexie?


Answer: Flexie CRM software is a product for any size business that offers Workflow Automation tools, enterprise-level support and custom tool customization. Flexie helps streamline your workflow with all the essential features needed to succeed in this competitive market.



Question: How do I add a new user?


Answer: A user is someone who may have a certain level of access to the CRM. You decide the access level each user will have to the CRM and within your company, employees might hold different roles like sales reps or support technicians. By creating a new account for every role you not only delegate tasks but also define how much they are able to see in Flexie’s system. So now we’ll get back into explaining how you can add these users below! Note that this process only works if an admin does it first so as long as there isn’t anything wrong with our employee records then go ahead and follow these steps: First, navigate to Settings at the upper-right corner of the screen and on the drop down menu click Users. Once you’ve clicked User, enter your first name followed by last name. Next set their permission level: are they an admin with full access? Or do they need limited information such as agent status which allows them to log into Flexie CRM but without some administrative privileges? Enter all important details for this user including role within company/group affiliation, phone number(obligatory) username, email address and password when prompted.



Question: How do I create a new group?


Answer: First, go to Settings at the upper-right corner of the page and on the drop-down menu click Groups. Navigate to the top right corner of screen and click New. Write a creative name for your new group you want to create; fill in who will be part of this list (you can add as many users), write an engaging description with details about what people do within it, then hit Save & Close or Apply. The name is required because when we search for groups by scratching our chin trying really hard not to look bored while scrolling down endless options until finally landing on one - if there’s no catchy name I’m going back up looking again...it saves precious time that.



Question: How do I convert a lead into a contact?


Answer: Now, what is the difference between a lead and a contact? A lead is someone you’ve attracted with your marketing campaigns or other means. On the other hand, an existing customer who has already purchased from you would be considered as a contact. Converting leads into contacts helps to build up your company’s reputation in that way too! Lead conversion process can help promote better quality of products for customers by building their trust because they are likely satisfied if they have bought something before. You can convert your leads into contacts and even add a company to the form. To get started, navigate over to the Leads menu option. Once you have selected the lead you want to map over, Contacts fields that match up with what is on this screen will be automatically mapped for an easy import process. If there are any fields left un-mapped or new ones created during import--no worries! You still have time to manually change those before we save it all by clicking Save button at bottom right corner of the page.



Question: How do I import leads, contacts, companies and deals?


Answer: Importing huge volumes of data from external resources to your CRM is one of the best ways to ensure that sales, marketing and other work processes go as smoothly as possible. You can import data stored in databases, spreadsheets or any systems you are using into Flexie with ease so that all relevant information could be available at once for easy access! You first need complete files before importing them because only then will they reflect a true representation. Import now by following these guidelines - make sure the file size doesn’t exceed 50MB, and that it has columns separated by comma delimiters. To import leads, simply go to the Leads page in the top right corner and click Import. Choose a file to upload from your computer or another third-party system (e.g. Dropbox) by clicking on ‘Upload’. You’ll need to make sure that you’re mapping column names correctly as some fields are used for Flexie CRM’s internal purposes like auto-numbering lead records with unique IDs during imports. You can distribute over a specific user and then choose whether to run manual workflows so they don’t have any duplicates after importing new leads!



Question: Can I share a record with another user?


Answer: Flexie CRM is a great way to share information with other users. You can also send emails from the mailbox of another user and see any incoming messages they may have received! You can use Flexie CRM to keep your records close at hand, but still give them out when necessary. Let’s say you want to share a lead with a user or group of users. Here you see all the details related to the deal, and next go ahead in clicking on the Actions button - here is where one can choose between sharing it with an individual person as well as choosing among groups of people who have certain permissions. Now say that we wanted this very moment for instance, just now right at this point-in-time not only by yourself but also together simultaneously with others who enjoy what they do professionally—to be able think about how exciting and worthwhile life would feel if our deals were shared too! Lastly, click Save - and you’ve just shared your deal!