Measurable Improvement

Use analytics to analyze, control, and forecast.

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.

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

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

Opportunity pipeline summary

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

A/R Aging summary 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

Task note report

Take a Deeper Dive

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