Available in: Infusionsoft

Look inside your business

Visualize traffic, data, conversions, and more using our updated analytics dashboard. Gain the valuable insights your data can provide to make smart business decisions.

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Laptop with screenshot of Infusionsoft dashboard on it

Marketing reports

Let the software comb through your millions of data points.

  • Conversions by sales stage, lead source, and other criteria
  • Form completion, email open rates, click-throughs, and more
  • Marketing and campaign performance
  • Contact action
Screenshot of marketing campaign report

Sales reports

Instantly sift through mountains of data to pull sales reports that will tell you:

  • Revenue by a lead source, contact interests, products, and other criteria
  • Activity history and sales generated by each rep on your team
  • Projected revenue based on your current efforts
  • Activity and revenue from referrals
  • Custom opportunity reports by owner, sales stage, activity, and more
Screenshot of a sales pipeline report

Order & billing reports

On top of integrating with QuickBooks, Xero, and other accounting software, the platform supports 20+ pre-built billing and accounts reports that track:

  • Sales, receivables, payments, credits, and subscription revenue
  • Income by lead source, product, or invoice
  • Customer lifetime value
  • Orders, failed credit card, and unpaid invoices
Screenshot of an A/R aging report

Administrative Reports

If you rely on extended teams, outside experts, or partners, then rely on our reports to give you a top-level view of the activity within your ecosystem:

  • User logins, leads added, contacts added, and updates
  • All tasks by user, type, due date, completion status, and associated notes
Screenshot of a task note report

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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.