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.

Move leads along with sales pipeline automation

Trigger email sequences automatically when you move a lead from one sales stage to the next. Never miss a step in your sales process. Easily help your sales team close leads consistently.

Moving contact from Quote state to Quote email stage.

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?

Infusionsoft is now Keap. Why? Because it takes perseverance to grow a successful small business, and we’re here to help.

Our mission remains the same: To simplify growth for millions of small businesses worldwide.

As Keap, we now offer a family of products designed to help small businesses no matter what stage they’re in.

We created Keap, the all-in-one CRM, sales and marketing platform for growing service businesses, because most small businesses need to start simple and grow over time.

Our top-tier product, Infusionsoft, is for small businesses with more advanced sales and marketing automation needs.

So whether you want to start simple or you’re ready for our most advanced edition, we offer a Keap product that will help you get organized, deliver great service, and grow your business.

Keep going. Keep serving. Keep growing.

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