Comparing CRMs: Pipedrive vs Infusionsoft

Customer Relationship Management (CRM) is a critical component of a business's success in today's increasingly digitized and competitive market. With its help, small to large-scale businesses can streamline their client database, personalize customer engagement, automate sales processes, and drive revenue growth. However, choosing the right CRM can be a daunting task, given the proliferation of options available.

In this blog post, we will provide an in-depth comparison of two popular CRMs - Keap vs Pipedrive. We will also introduce folk as a powerful CRM solution for businesses looking for a more light-weight and cost-effective tool to boost your sales process, marketing strategy and more.

Presentation of Pipedrive CRM

Pipedrive is a popular CRM that focuses on pipeline management and sales forecasting. It has a user-friendly interface with drag-and-drop features to help manage contacts and deals. Pipedrive offers basic and standard pricing plans that are affordable for small businesses. It also offers integrations, including Outlook, Google, and Mailchimp, to name a few. However, some customers might feel that Pipedrive's automation and advanced features are limited compared to other CRMs.

Presentation of Infusionsoft CRM

Infusionsoft rebranded as Keap in January 2019 to complement its launch into a new market. Keap is more of a marketing and sales CRM as it was built for small businesses to help them automate repetitive sales and client-relate tasks such as scheduling appointments and collecting payments. It also has marketing automation software and sales pipeline management capabilities. Keap offers a 14 day free price plan and has premium plans with prices that change according to the number of your contacts.

Presentation of folk

folk is an all-in-one CRM software loved by customers for its Notion-like UX. It's easy to use and designed to help you build relationships across your sales, recruiting, fundraising, partnerships and investing efforts. folk has powerful integrations such as Gmail, Outlook, Google Calendar, and Chrome extensions for LinkedIn, Sales Navigator and X. There is an affordable price plan starting from $18 per month per member, as well as a generous free trial.

Now that you've got an idea of what these CRMs offer, let's take a look at the key features and see how they compare.

Pipedrive CRM vs Infusionsoft CRM Comparison

Contact Management

In terms of contact management, all three platforms allow businesses to collect, manage, and segment customer data. However, where folk stands out is in its streamlined interface and the flexibility it offers to customize fields and tags easily. Let's look into this in more detail.

Pipedrive Contact Management

Pipedrive's contact management capabilities have what you'd expect from any tool. It provides a standard view of all your contacts, and you can add custom fields to store specific information about each contact. The fields can accommodate any data you might need to record, like a contact's role or industry, but nothing groundbreaking. You can also add tags to categorize your contacts and add notes for each contact.

Infusionsoft Contact Management

Keap offers contact management capabilities that are specifically built for lead and client management across sales and marketing functions. It comes with features like sales and marketing automation software that converts leads with automated follow-ups.  

folk Contact Management

folk takes contact management to a new level. As well as all the usual essentials, such as custom fields, it comes with an auto-deduplication feature, which identifies and merges duplicate contacts. If that wasn't enough, folk users also get a contact enrichment feature that automatically fills in missing contact information such as social profiles or company names. Making it easier for you to have complete, up-to-date information about all your contacts.

Integrations

Integrations give you access to third-party tools to bring in your data and contacts from multiple platforms. The ultimate goal is to make it easier for you to manage everything from one place.

Pipedrive Integrations

Pipedrive offers a number of integrations with other software systems. It's great with popular tools like Mailchimp, Slack, and Google Apps, among others. However, the integration process is not always seamless and may require some technical know-how. Overall, while Pipedrive's integrations do add some value, they may not fully meet the needs of users seeking a highly interconnected suite of business tools.

Infusionsoft Integrations

Keap offers a wide range of integrations via Zapier. You can choose from advanced features such as access to a Keap Certified Developer Partner that you can hire to create custom integrations. Or the option to choose from specialized apps created by Keap-certified experts through a marketplace. However, the process can be expensive and time-consuming.

folk Integrations

folk offers seamless integrations with Outlook and Google, syncing to your account so that all your contacts, emails, and calendar events are visible in folk. You can also connect folk to thousands of apps with custom Zaps through Zapier. For those seeking a truly interconnected suite of business tools, folk delivers.

User Experience (UX)

An intuitive, user-friendly interface is key to ensuring all team members can seamlessly navigate through the platform. Without this users may face a steep learning curve that can take them away from high-priority projects.

Pipedrive User Experience

Pipedrive offers a clean user experience that is designed for sales teams. Its layout is intuitive and straightforward, making it easy to navigate even for those new to CRM software. Each feature is clearly delineated, reducing the learning curve and empowering users to quickly locate the tools and information they need. However, its simplicity may not cater to all needs and preferences, and some users might find it lacks the depth or customization options available in other CRM systems.

Infusionsoft User Experience

Keap's user experience is built heavily on the 'When/Then' rule for automation purposes. This will require a lot of time to set up in the short-run. Its design provides an experience similar to what you'd expect from an email journey builder.

folk User Experience

folk's user experience stands out for its Notion-like simplicity. New users won't need to worry about a steep learning curve. Its clean design allows users to easily navigate between different contacts, making it simple to access detailed customer information and history. A favorite amongst folk users is their Chrome extension, folkX. It makes it easy to add contacts from LinkedIn, Twitter, Instagram, or anywhere on the Internet, with just a click. folkX lets you import entire lists of profiles, complete with profile photos and contact details, in one go.

Mail Merge

All three CRMs have an email integration solution, but folk can boost your email marketing capabilities with their powerful AI feature and analytics feature.

Pipedrive Mail Merge

Pipedrive's offers a standard mail merge function. It allows users to send personalized bulk emails to their contacts directly from the CRM. You can customize your emails with variables from Pipedrive, such as the contact's name, organization, or deal specifics. If you're looking for basic, reliable email marketing tools within your CRM, Pipedrive's mail merge function can get the job done.

Infusionsoft Mail Merge

Keap's email marketing feature is similar to HubSpot's. It allows users to automate emails through segmentation, and also offers A/B testing, email templates and analytics.

folk Mail Merge

folk's email marketing feature is packed with some powerful tools. You get an all-in-one messaging solution that comes with analytics and can help you send ultra personalized emails to multiple recipients. With their AI feature 'Magic Field' you can create custom prompts that tell the AI what data to pull out from your database so that you can save time and write personalized emails effortlessly.

Customer Support

Pipedrive Customer Support

Pipedrive offers a range of customer support resources. Apart from email and chat support, they also have a knowledge base with help articles and tutorials covering setup and usage to advanced features and integrations. Furthermore, Pipedrive offers a community forum where users can connect, share experiences and exchange insights.

Infusionsoft Customer Support

Keap provides a few options for customer support. You can choose to use their chat support, ask the community, go through their online log of known issues or official Facebook user group. You can also call them - they have hotline numbers catering different corners of the world including the UK, US and Australia.

folk Customer Support

folk provides a number of different experiences to help troubleshoot any issues and answer customer questions. They offer a help centre full of useful technical step-by-step guides. If you prefer learning via videos, they also have a resource centre loaded with how-to video guides. On top of that, premium plan users get access to a dedicated migration service, priority support and a dedicated customer support manager. Beyond Limit plan users get access to personalized support through a dedicated Slack channel and dedicated point of contact to help with onboarding, data migration, and any issues.

Pricing and plans

Pipedrive Pricing and Plans

Pipedrive offers five different price plans, in addition to five separate add ons. Prices start from $17.25 a month per user for a plan with limited features, and goes up to $98.54 a month per user.

Infusionsoft Pricing and Plans

Keap offers price plans dependent on the number of contacts you want to use their CRM for. Annual price plans start from $1908 per year for their Pro package, which includes 1500 contacts for two users. At the premium end, there is a Max package which starts from $2748 per year and includes 2500 contacts for three users. Each additional user on both plans incurs a charge of $29 each. There is a monthly payment plan is available starting from $199 per month for the Pro plan or $289 per month for the Max plan. This includes the same number of contacts and users respectively.

folk Pricing and Plans

folk provides multiple plans that are affordable and can cater to businesses of all sizes. Making it an accessible option for small businesses and startups. You can try folk for free with a 14 day free trial. After that, a monthly or annual subscription plan is as follows.

• Standard: $20 per user, per month
• Premium: $40 per user, per month
• Custom: Starts from $60 per user, per month

Conclusion

In summary, while Pipedrive and Infusionsoft offer excellent options, folk stands out due to its user-friendly, collaborative approach, and cost-effectiveness. At an affordable price point folk can offer all essential features, on top of intuitive design, and multiple integrations.

It's built specifically for teams that don't want to spend time learning a complex CRM, yet enjoy the benefits of a simplified, easy-to-use platform. Without a doubt, we recommend folk as the best CRM solution for small to medium-scale businesses looking to streamline their sales, marketing, and communication processes.