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From proposal to paying client

Your client is ready for a quote. Provide them with the full details of your services and pricing. They can accept with a single click.

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Screenshot of notification saying customer paid her invoice.

Win the business with professional quotes

When leads request a quote, you can immediately send them a personalized quote detailing your services and costs. Instant quoting makes it easy for clients to choose you for the job.

Screenshot of a Keap quote

Estimates, proposals, quotes. Whatever you call it, we’ve got you covered

Create proposal templates with your logo and standard services in minutes. Customize it as needed and share it with clients instantly. Save and store your quotes to be used over and over again.

Screenshot of the software, showing how you can edit quotes and templates

Quotes: easy to create, easy to accept

Get to yes faster with quotes that can be accepted with a touch of a button. Your clients review and accept the quote right from their phone. No faxing, scanning, or printing required.

Person holding a tablet, showing a quote, with an easy accept button.

Convert quotes to invoices in one step

When the work is done, Keap converts your quotes into an invoice with one click, saving you time and keeping you and your client on the same page.

Screenshot of the software showing how you can convert a quote to an invoice with one click

See how it works

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.