A snapshot of your entire business

The Keap pipeline feature is an interactive way for you to track and manage your leads and clients throughout your sales process all in a single view.

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Illustration of sorting leads into stages in the sales pipeline

Leads or clients: keep track of all their activity

The customizable dashboard organizes your leads and tracks them, along with existing clients, throughout your sales process.

Illustration showing how you can save new contacts

Organize & prioritize all your work

Now that your contacts and leads are centralized, Keap’s software allows you to customize each stage of your sales process—helping you organize and prioritize your work.

Illustration of creating a new sales pipeline stage

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.

Better than spreadsheets

Spreadsheets hold information, and that's it. Upgrade to a tool that groups and tracks your leads and client info in one place while also prompting you to take the next step with clients.

Illustration of moving a lead through the sales pipeline
Illustration of moving a lead through the sales pipeline

Sync your client data to your dashboard

Your pipeline activity syncs with each client contact record, giving you a clear line of sight to where each contact is in your process.

Illustration showing how contact records are kept in sync with the sales pipeline

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 going. Keep serving. Keep growing.

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