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A smarter way to work with clients

Keap features take on those tasks that prevent you from focusing on servicing your leads and keeping up with existing clients.

All your client info organized on all your devices

Add your contacts and leads to Keap then sync your Outlook and Gmail to manage everything from all your devices. Easily pull contact details into Keap from your iPhone, a spreadsheet, a form on your website, even from business cards, for an up-to-the-minute picture of your business relationships.

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Screenshot of the software, showing how you can add contacts by scanning a business card Screenshot of the software, showing how you can add contacts by scanning a business card

Turn leads to clients, your way

With all your new and existing client info centralized, communications can be set up to send automatically, freeing up time to focus on what matters—taking care of clients.

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Screenshot of the software, showing how you can automatically add contacts to follow-up campaigns Screenshot of the software, showing how you can automatically add contacts to follow-up campaigns

Win the business with less back-and-forth

Keap’s appointment and quote features end the back-and-forth of finding a time to meet and accelerates the quote acceptance process. The software updates in real-time so you and your clients are always on the same page.

More about appointments
Screenshot of the software, showing how creating appoints automatically sends reminders alt text

Waiting to get paid is a pain

Reminding clients to pay is awkward. With Keap, you send branded invoices. Alerts tell you if they've viewed an invoice—or not. Auto payment reminders nudge your clients so you don't have to.

More about invoices & payments
Screenshot showing how it is easy for your clients to pay your invoices Screenshot showing how it is easy for your clients to pay your invoices

Get the referrals your service deserves

The app stores the history of your business relationships, past conversations, dates, and details for all your clients. When the work is done, it will send an email requesting a review or referral.

Screenshot of the app on a phone queuing up a referral request after the invoice is paid

A snapshot overview of Keap features

See how it works

For advanced marketing and sales needs

Try Infusionsoft by Keap, a powerful CRM platform that automates your marketing and sales processes to help you save time and efficiently scale your business.

Learn more
Small business owner using Infusionsoft in their back-office

Why the name change?

Our new product, Keap, is pioneering smart client management, just as Infusionsoft did for sales and marketing automation 18 years ago.

We believe there’s a better way to manage sales for service businesses both big and small. And that’s Keap—one company with two products to serve all small businesses.

Smart client management software that helps turn incoming leads into satisfied clients.

The #1 all-in-one CRM and advanced marketing automation platform, as rated by G2 Crowd.

Keep serving. Keep striving. Keep growing.