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Headshot of Tracy

Tracy is the owner of her own wealth management consultancy. She signs up for Keap and imports her client info so it's easily accessible at her desk or on the go.

Tracy creates a custom form and places it on her website.

Tracy creates a “Hot Leads” smart list where lead form info will go.

Headshot of Bob

This is Bob, a prospect who was referred to Tracy by one of Tracy’s clients. He fills out the form on Tracy’s website, and his info is automatically added to the Hot Leads smart list.

Bob's request to meet Tracy triggers a string of follow-up emails from Keap.

Each email has an option to schedule an appointment for a free consultation. Bob clicks the link and sets up a time to meet with Tracy.

During their face-to-face meeting, Tracy learns more about Bob's business.

Headshot of Tracy

Thanks for your interest, Bob. We offer a variety of wealth management tools.

Excellent. And how about retirement and estate planning?

Headshot of Bob
Headshot of Tracy

Yes, these are services we provide.

Perfect. Why don’t you send me a quote and I’ll take some time to think it over.

Headshot of Bob

Tracy prepares a quote and email in Keap. Automatic, personalized emails remind Bob to review the quote and accept it online with a single click.

The reminders worked! Bob signs on and is now Tracy’s client.

Tracy and team deliver work that exceeds Bob’s expectations (naturally).

Off goes the branded invoice by email, and Bob happily pays by credit card online. Take payments over the phone, online, in person.

Throughout the sales process Tracy was able to rely on Keap to organize her workflow, personalize her service, and get paid faster.

Headshot of Bob

“Tracy and her team were amazing. We're looking forward to doing business with her well into the future.”

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.