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Keap

Sales & marketing automation for serious entrepreneurs.

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Overview

Keap (formerly Infusionsoft) is a platform that combines CRM, marketing automation, and e-commerce functionalities to help small businesses manage customer relationships and automate their sales and marketing processes. It's designed to help entrepreneurs save time by automating follow-ups, lead capture, and communication, allowing them to focus on growing their business.

✨ Key Features

  • CRM & Contact Management
  • Sales & Marketing Automation (Campaign Builder)
  • Sales Pipeline
  • Email & SMS Marketing
  • Appointments & Scheduling
  • Invoicing & Payments
  • Landing Pages

🎯 Key Differentiators

  • All-in-one CRM, sales, and marketing automation
  • Powerful campaign builder
  • Long-standing reputation in the small business space

Unique Value: A single platform to automate your sales and marketing, so you can focus on growing your business.

🎯 Use Cases (4)

Service-based small businesses Coaches, consultants, and course creators Automating lead nurture and follow-up Combining sales, marketing, and invoicing in one tool

✅ Best For

  • Small business marketing automation
  • Solo entrepreneurs managing client lifecycle

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • B2B teams with long, complex sales cycles
  • Businesses that only need a simple contact manager or sales pipeline

🏆 Alternatives

HubSpot ActiveCampaign Salesforce

Offers more advanced sales automation and CRM features than email-focused platforms, but can have a steeper learning curve.

💻 Platforms

Web iOS Android API

🔌 Integrations

QuickBooks Xero Shopify WooCommerce Zapier API

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (All plans tier)

🔒 Compliance & Security

✓ GDPR ✓ GDPR

💰 Pricing

$159.00/mo

✓ 14-day free trial

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