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 email that says the quote was accepted

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.

Man holding a phone, showing the quote page, 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

Infusionsoft is now Keap. That’s weird to write, but it’s also exciting.

In 2001, trying to get Infusionsoft off the ground, there were many times when I wanted to quit. I’ll never forget my wife, after two years of struggling to survive, hugging me and saying, “Keep going.”

Over the last two years, we’ve talked with thousands of small business owners to get a deeper understanding of their unique challenges in today’s market. We learned that it’s harder than ever to succeed in small business. Customers expect more. On-demand is the rule. There’s no shortage of platforms on which to complain. A failed job or two can be damaging to your business.

Keap is our signal to the world—and to ourselves—that it’s time to make it easier to succeed. We’re on a mission to simplify growth for millions of small businesses. Our new name is a nod to the tenacity of the small business owner and encompasses everything we know to be true when it comes to success: keep going, keep serving, keep growing.

Along with a new name, we’ve expanded to two products. Keap, our newest product, is smart client management software that helps service businesses progress leads to satisfied clients. Infusionsoft by Keap is powerful CRM and sales and marketing automation software for advanced business needs.

Both are designed to make it easier than ever for more small businesses to get organized so they can deliver great service and close more business.

Clate Mask signature

To your success,
Clate Mask
CEO + Co-Founder