Keap (formerly Infusionsoft)
Sales & marketing automation for serious entrepreneurs.
Overview
Keap, formerly known as Infusionsoft, is a comprehensive platform that combines CRM, marketing automation, and sales automation. It's specifically designed for established, service-based small businesses looking to organize their processes, close more leads, and grow their business. Its campaign builder is a powerful tool for creating sophisticated drip campaigns and automating the entire customer lifecycle.
✨ Key Features
- CRM
- Sales & Marketing Automation
- Visual Campaign Builder
- Email Marketing
- Appointments
- Invoicing & Payments
- Reporting & Analytics
🎯 Key Differentiators
- All-in-one CRM, sales, and marketing for service businesses
- Powerful campaign builder
- Focus on automation to save time
Unique Value: Provides a single source of truth for client information and automates the entire customer journey, helping service businesses scale.
🎯 Use Cases (4)
✅ Best For
- Managing client relationships in a service-based business
- Automating complex sales and marketing processes
- Centralizing client data and communications
💡 Check With Vendor
Verify these considerations match your specific requirements:
- E-commerce businesses with large product catalogs
- Startups or businesses with very simple marketing needs
🏆 Alternatives
More powerful and comprehensive than simpler tools like Mailchimp, but more focused on small businesses than enterprise platforms like Salesforce.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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