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🔧 Keap (formerly Infusionsoft)

Keap (formerly Infusionsoft)

Sales & marketing automation for serious entrepreneurs.

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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)

Automating the sales pipeline from lead capture to close Nurturing long-term leads with personalized follow-up Onboarding new clients with a series of automated tasks and emails Automating appointment scheduling and reminders

✅ 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

HubSpot ActiveCampaign Salesforce

More powerful and comprehensive than simpler tools like Mailchimp, but more focused on small businesses than enterprise platforms like Salesforce.

💻 Platforms

Web iOS Android API

🔌 Integrations

QuickBooks Xero Zapier WordPress Shopify API

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support

🔒 Compliance & Security

✓ GDPR

💰 Pricing

$199.00/mo

✓ 14-day free trial

Visit Keap (formerly Infusionsoft) Website →