Hubdoc vs Keap
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Sir Richard BransonMost popular feedback for Hubdoc
Overall I was very happy with the software and when I was working as an online accountant, all my clients were subscribed to it for receipt submittal. I still use it for my personal businesses. I would highly recommend it for all small businesses that accumulate a lot of receipts. Cuts down on the paperwork.
Margaret Ana F.
About Hubdoc
Data extraction solution that helps businesses extract information from invoices, receipts, emails to store in a centralized hub.
Most popular feedback for Keap
I see the benefits of Keap/Infusionsoft and if I had the big budget to hire someone to set it all up, I can see how powerful it could be. But unfortunately, I was sold a solution that I was no where near ready for. I think this is perfect for the advanced marketer who has plenty of experience with funnels, CRM, automation etc. Unfortunately for me, it was too much, too soon!
CEO
About Keap
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business.
Hubdoc reviews
Hubdoc is one of our favorite apps here at Entreflow, it's a perfect place for us to store all of our client's documentation. It's super easy for our clients once everything is set up to just take a picture of a receipt, and forward an email to the unique email address.
- Aislinn K. Marketing Assistant
Overall this is a good entry level solution for automating the entry of your paperwork. As Xero include it with their standard subscriptions it is very cost effective
- Michael D. Director
Receipt management for company paid cards and reimbursable employee expenses is lacking. Hubdoc doesn't read the receipts to determine which card was used and automatically allocate that receipt to X employee. Employees should be able to setup Hubdoc inboxes with their own email address to send receipts to. Feeds break often so if that could be improved that would be great as well.
- Ariel P. Accountant
Keap reviews
Keap is a great CRM that has helped me take my follow up with clients and prospects to another level. As a serial CRM user this is by far the most robust CRM I have used that wasn't 2x the price of Keap.
- Wendell J. Founder
The vast number of integrations with other solutions makes Keap an excellent resource for creative campaigns and business solutions. From lead management to email campaigns, to VOIP and Gmail integrations, Keap covers all of our specific needs and makes it easy to integrate beyond those immediate needs when necessary.
- Brian Del Terzo C. Administrator
The ability to create almost endless automation of emails and other business tasks is incredible.
- Demian H. Managing Director
Pros & cons
Hubdoc
| Pros |
|---|
| I am very pleased - I love Hubdoc |
| My clients upload their receipts using the app and I categorize them and push them to QBO |
| Hubdocs is a really great way to store information in a format that makes it easy to find |
| No more shoe boxes or receipts |
| My tax preparer loves that I am so organized with my receipts and statements |
| Instead of having to scan items into your computer and organizing items, it is all in the app |
| Useful tool in catch up projects to obtain pdf and csv files of bank and credit card statements |
| Cheque images and e-transfer details make reconciliation easy and perfect for backing up work." |
| Cons |
|---|
| They seem to have a problem with Bank of America's security forcing our clients to log in each month and verify their identity |
| You waste more time just trying to use Hubdoc as design |
| It's been six months and they still have not fixed issues with the 15 tickets open |
| Hubdoc is terrible and I wouldn't recommend them for anything |
| One negative feature is the inability to tag the bank accounts with the last four digits of the credit/debit card that was used so the Hubdoc can push directly to that bank account." |
Keap
| Pros |
|---|
| The capabilities of this software are amazing |
| Once you have an understanding of how it works, then it can do amazing things for your business |
| It had amazing features which had those purchasing the product rave about it |
| Really a great tool for automations that can scale across multiple channels and online // offline |
| When it is running right, it's super effective |
| I really like that you can convert clients more efficiently and effectively by sending targeted follow-up messages." |
| Cons |
|---|
| The one problem with the software is that it is a beast of features and I can easily get lost in the minefield |
| You know that they suck when they have to change there name so they can try and rebrand themselves but at the end of the day they are still confusionsoft |
| It essentially has no (easy) pipeline management |
| Cancellation and rude customer service experience |
| Customer service is horrible |
| I wanted to cancel BEFORE my next billing and they said that I had to schedule a call before I could cancel which is ludicrous." |
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