Salesforce vs Keap Max Classic (Which One’s For You?)

Salesforce vs Keap Max Classic (Which One's For You?)

Salesforce and Keap Max Classic are two of the most popular CRM (customer relationship management) software solutions on the market. They offer many features and benefits that can help businesses streamline their sales and customer service processes. But which one is right for your business?

These are both great CRM solutions, but they have different target audiences. Salesforce is geared more toward larger firms, while Keap Max Classic is a good choice for small to medium-sized businesses.

Salesforce offers a comprehensive suite of features, including sales force automation, customer service and support, marketing automation, analytics, and more. It's an excellent choice for businesses that need an all-in-one CRM solution.

Keap Max Classic, on the other hand, is a more affordable CRM solution that still offers many of the same features as Salesforce. It's a good choice for businesses that don't need all the bells and whistles provided by Salesforce but still want a robust CRM solution.

So, which CRM is right for you? If unsure, I will give you a rundown of the differences between Salesforce and Keap Max Classic to help you decide.

About this Salesforce vs Keap Max Classic review

I am a certified partner for Keap and other CRM software companies. I help businesses with their CRM software selection, implementation, and training. In most cases, my clients need set-ups for multiple users they can access from anywhere, using any device.

My experience with both CRM software solutions will allow me to provide an honest and unbiased opinion about which one will work better for you.

Moreover, my reviews on the Keap and Salesforce websites help users understand these two CRM solutions' features, benefits, and costs. I update my reviews regularly, so you can be sure you're getting accurate information.

I aim to provide an unbiased, honest review of Salesforce vs Keap Max Classic so you can decide which is right for your business needs. I hope this review will give you the information you need to make an informed decision when choosing your CRM software.

What is Salesforce?

Salesforce is a cloud-based CRM software solution available since 1999. It offers a comprehensive suite of features to help businesses manage their sales and customer service processes. It's one of the most popular CRM solutions on the market, with a wide range of features that you can customize to meet the specific needs of your business.

It is common among larger companies since it can support an unlimited number of users. 

What is Keap Max Classic?

Keap Max Classic is a cloud-based CRM software solution for small to medium-sized businesses. It offers many of the same features as Salesforce, but it's more affordable and easier to use.

Available since 2001, Keap Max Classic offers many features, including sales force automation, customer service and support, marketing automation, and much more.

Salesforce vs Keap Max Classic: Feature Comparison

Now that you know a little bit about Salesforce and Keap Max Classic, let's compare their features side-by-side. They are competitors in the CRM market, but they offer different features.

Here, I'll compare the features of Salesforce vs Keap Max Classic, so you can see which one would best cater to your business needs. I'll also mention the winner for each feature to make your decision easier.

Salesforce CRM vs Keap Max Classic CRM

Both Salesforce and Keap Max Classic are active in the highly competitive CRM software market. As two of the most popular CRM solutions, they offer a wide range of features to help businesses manage their sales and customer service processes.

They both have good CRM solutions, but they target different markets. Salesforce is designed for larger companies that need an unlimited number of users, while Keap Max Classic is easier to use, making it a good choice for small to medium-sized businesses.

Salesforce CRM offers many features, including sales force automation, customer service and support, marketing automation, and much more. This makes it ideal for businesses that need a comprehensive CRM solution. However, Salesforce CRM can be expensive and difficult to use if you're not familiar with CRM software.

Keap Max Classic CRM is easier to use than Salesforce CRM. It offers many of the same features as Salesforce but targets small to medium-sized businesses. This makes Keap Max Classic CRM a good choice for businesses that need an affordable and easy-to-use CRM solution.

Conclusion: Salesforce CRM has more comprehensive features than Keap Max Classic CRM, but Keap Max Classic CRM is easier to use.

Sales Pipeline and Deals 

Keap Max Classic offers sales pipeline and deal management to help businesses track their sales processes. This feature is helpful for businesses that need to track their sales pipelines and deals.

Salesforce has a robust sales pipeline and deals management feature designed for larger businesses. It includes opportunity management, lead tracking, and forecasting. 

Businesses with complex sales processes can benefit from using Salesforce's sales pipeline and deal management features due to the level of detail and customization available.

Conclusion: Salesforce has a more comprehensive sales pipeline and deals management features than Keap Max Classic. It is designed for businesses with complex sales processes.

Automations and workflows

Salesforce and Keap Max Classic offer automation and workflow features to help companies automate their sales and marketing processes. Automation and workflows can help businesses save time by automating repetitive tasks. You can use this feature in various ways, including:

• Sending automatic follow-up emails to customers for sales or support
• Creating workflows to automate marketing tasks, such as lead nurturing
• Building automated reports to keep track of your sales and marketing progress
• Adding new leads to your CRM automatically and assigning them to the appropriate sales team member
• Updating customer records automatically when they make a purchase

The list of automation and workflows that you can create is endless. For starters, I suggest the following workflows:

1. Follow-up emails: You can set up automated follow-up emails to send to customers after they make a purchase or support inquiry.
2. Marketing automation: You can use automation to send lead nurturing emails, create targeted lists, and track marketing progress.
3. Reporting: Automatically generate reports on your sales and marketing progress, including leads generated, conversion rate, and top-performing marketing campaigns.
4. New lead management: When a new lead is added to your CRM, you can automate assigning them to a sales team member and sending them a welcome email.
5. Customer updates: Automatically update your customer records when they make a purchase, so you can keep track of their purchases and support inquiries.

Salesforce has a wide range of automation and workflow features, including lead capture, contact management, and activity tracking. This makes it a good choice for businesses that need to automate their sales and marketing processes.

Keap Max Classic offers automation and workflow features, but it is not as comprehensive as Salesforce. Keap Max Classic's automation and workflow features include lead capture, contact management, and email marketing.

Conclusion: Salesforce has more comprehensive automation and workflow features than Keap Max Classic. It is a good choice for businesses that need to automate their sales and marketing processes.

Email Builder and Designs

Keap Max Classic offers an email builder and design feature to help businesses create and design beautiful emails. It has easy-to-use templates and a drag-and-drop email builder that makes it simple to create beautiful emails.

Salesforce’s email builder is complex yet user-friendly. It offers many customization options, including adding merge tags, creating custom fields, and building dynamic content. It also has a wide range of email templates that you can choose from.

Conclusion: Keap Max Classic has an easy-to-use email builder and design feature that helps you create beautiful emails. Meanwhile, Salesforce’s email builder is also user-friendly and offers a wide range of templates and customization options, but it can be complex for beginners.

Reporting

Business owners need to track their sales and marketing progress to see what is working and needs improvement. Salesforce and Keap Max Classic offer reporting features to help businesses track their progress. They include:

• Lead reports: You can track the number of leads generated, conversion rate, and sources of leads.
• Contact reports: You can track the number of contacts, their acquisition, and their activity level.
• Opportunity reports: You can track the number of opportunities, conversion rate, and sales cycle stages.

Keap Max Classic allows you to acquire a wide range of reports easily. The reports are well-designed and easy to understand, and you can even export them to Excel for further analysis. They offer valuable insights into your sales and marketing progress to help you make improvements. However, it does not offer pre-built reports, so you must create your own.

Although Keap Max Classic's reporting features are valuable and easy to use, Salesforce's offers a more robust reporting feature that gives you many customization options. Thus, it allows you to create custom reports, schedule reports, and even email reports to yourself or others.

Conclusion: Salesforce has better reporting features than Keap Max Classic. It offers more flexibility and customization options, making it a good choice for businesses that need to track their sales and marketing progress closely.

Dashboards

A dashboard is as effective as the data it displays. Salesforce has a very user-friendly dashboard that displays data in an easy-to-understand format. 

The dashboard lets you see your sales pipeline, recent activities, and top deals. You can also customize it to display the data that is most important to you.

Keap Max Classic's dashboard is flexible and allows you to display the data that is most important to you. Like Salesforce, it is customizable, so you can add, remove, or rearrange widgets to suit your needs. 

It also offers a variety of chart types to help you visualize your data. The only downside to Keap Max Classic's dashboard is that setting it up can be time-consuming.

Conclusion: Salesforce has a user-friendly dashboard that is easy to understand and customize. However, Keap Max Classic's dashboard is also customizable and offers a variety of chart types.

Ease of use

When you first start using a CRM platform, features such as automation and customization are pretty exciting. You want to take advantage of all the platform offers to help you improve your sales and marketing efforts. 

However, you quickly realize that a platform with too many features can be overwhelming and challenging to use. If a platform is too difficult to use, you'll likely only use some features, and your investment will go to waste.

Salesforce is a very popular CRM platform, and it's easy to see why. The user interface is well-designed and easy to navigate. However, some complex features can be difficult to use, and the learning curve can be steep.

Keap Max Classic is also a popular CRM platform and is very easy to use. The user interface is clean and uncluttered. The features are well-organized and easy to find. The only downside is that some more complex features can be difficult to use.

Conclusion: Salesforce and Keap Max Classic offer a wide range of features you can customize to suit your needs. However, Keap Max Classic is easier to use than Salesforce as its features are less overwhelming, and the user interface is cleaner.

Getting started with Salesforce and Keap Max Classic

CRM platforms often offer trial periods, so you can try out the features before you buy. Salesforce offers a 30-day trial that allows you to use all the platform's features. Signing up for Salesforce is easy and only requires a few minutes. When you sign up, you can upload your data or use Salesforce's sample data.

Keap Max Classic also offers a free trial, but it only allows you to use the platform's basic features. I have found that the free trial is not as useful as Salesforce's trial, as you can't explore all the platform's features. Signing up for Keap Max Classic is easy and only takes a few minutes.

Conclusion: Salesforce offers a more comprehensive free trial than Keap Max Classic. It's easy to sign up for, and you can explore all the platform's features. Keap Max Classic's free trial is still useful as it lets you to try out the platform's basic features.

Winner: Salesforce

Salesforce Pricing vs Keap Max Classic pricing

Salesforce has a flexible pricing plan that starts at $25 per month for the Essentials and goes up to $300 per month for the Unlimited plan. The prices are based on the number of users and the features you need.

Keap Max Classic's pricing also depends on how many users and the features you need. It also includes charges for additional software, integrations, and support. These can add up quickly and make Keap Max Classic more expensive than Salesforce.

Conclusion: Salesforce's pricing is quite flexible and starts at a lower price than Keap Max Classic. However, Keap Max Classic's pricing can quickly escalate with additional software, integrations, and support charges.

Winner: Salesforce

Which features are unique to each platform?

As both Salesforce and Keap Max Classic offer a wide range of features, it's difficult to say which platform has more unique features. I have interacted with both platforms and have found that both platforms offer a few unique features to each other.

Salesforce provides a feature called "Lightning Experience," a new user interface that makes it easier to use the platform. It also offers a "SalesforceIQ Inbox," an AI-powered tool that helps you prioritize emails and track responses. Keap Max Classic offers a "Campaign Builder" feature that makes creating and managing marketing campaigns easy.

What type of business do you have?

The type of business you have will impact the CRM platform you choose. Your business operations, sales process, customer base, and budget will all play a role in selecting the right CRM platform.

If you're a small business, you should consider budget, ease of use, and the features you need. Large companies will need to consider things such as scalability, security, and integration.

What type of business should use Salesforce?

Salesforce is a good choice for businesses of all sizes. However, it is best suited for businesses with a complex sales process, a large customer base, or require features such as scalability and security. This may include enterprise companies, B2B companies, and online businesses.

What type of business should use Keap Max Classic?

Keap Max Classic is a good choice for small businesses that need a basic CRM platform. It's easy to use and includes integrations with popular business software for accounting, invoicing, and email marketing. 

Businesses that can benefit from Keap Max Classic include service-based businesses, brick-and-mortar businesses, and online businesses.

If you’re still undecided about which one is best for your business and want an unbiased opinion, please get in touch with our team of experts.

Salesforce Support vs Keap Max Classic Support

Are you wondering what may happen if you experience an issue with your CRM platform?

Salesforce offers 24/7 support via phone, chat, and email. You can also submit a support ticket through the Salesforce website. The platform also has a blog and knowledge base.

Keap Max Classic offers 24/7 support via phone and chat. I have also found their email support to be responsive.

I would say that both Salesforce and Keap Max Classic offer adequate support for their customers.

Salesforce Reviews

In this comparison, I have tried to be as objective as possible. However, I understand that some businesses will have different opinions.

To better understand how Salesforce is perceived by its users, I read through Salesforce reviews on Capterra, G2Crowd, and other sites.

Here are links to reviews from third-party platforms that allow other Salesforce users to rate the platform:

GetApp: 4.5

Check out the full review and comments here.

G2Crowd: 4.3

Check out the full review and comments here.

Capterra: 4.4

Check out the full review and comments here.

GetApp: 4.1

Check out the full review and comments here.

Capterra: 4.1

Check out the full review and comments here.

Salesforce vs Keap Max Classic: Who’s the winner?

This question can be difficult to answer because it depends on your business needs.

Salesforce is a good choice for businesses of all sizes. However, it best suits companies with complex sales processes or a large customer base.

Keap Max Classic is a good choice for small businesses that need a basic CRM platform. It's easy to use and includes integrations with popular business software for accounting, invoicing, and email marketing.

The support from both platforms is adequate. However, Salesforce is slightly ahead when it comes to user perception.

In my opinion, Salesforce is the better CRM platform since all businesses can benefit from its features.

Salesforce vs Keap Max Classic: Conclusion & Final Thoughts

It's hard to go wrong with Salesforce or Keap Max Classic. Both CRM platforms offer many features and integrations that can benefit businesses of all sizes.

I often get asked which CRM best fits a specific business. And my answer is always the same - it depends on your needs. If you're looking for a CRM platform that can grow your business, I recommend Salesforce. However, if you're looking for a CRM platform that's easy to use and has integrations with popular business software, Keap Max Classic would be the better option.

I wrote this review to present the good and bad of both Salesforce and Keap Max Classic. I hope you found it helpful and that it will make your decision easier.