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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

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