Scale your entire sales process

Introduce automation into your sales pipeline and enjoy a repeatable, scalable system that frees up time for you to better serve clients.

9 out of 10 clients say Infusionsoft makes it easier to track and follow up with leads.

Screenshot of the software's My Day overview feature

Customize My Day to show the most pertinent information.

Define a consistent, efficient process

A customizable sales pipeline allows you and your team to outline a checklist of deliverables and automate communications.

Send emails that convert leads into clients

As leads progress from one stage to another, emails you personalize are automatically sent to help move them through your sales pipeline.

Win business with easy-to-accept quotes

Create, manage, and share custom quotes directly from the Infusionsoft by Keap app.

  • Send email notifications to sales reps when quotes are accepted or declined
  • Allow customers to accept a quote with one click and pay online
  • Automatically convert quotes into orders

The streamlined path to closing a deal

  • Automate follow-up reminders to reach revenue goals faster
  • Create a checklist of deliverables by sales stage so nothing gets missed
  • Create reports by product, lead source, and dozens of other metrics
  • Train new sales team members with a repeatable, scalable system
  • Create a forecast based on prospect needs, trends, and more
  • Convert your lead with branded quotes
Opportunity pipeline summary

75% of Infusionsoft users increase revenue, on average.

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