Keeping track of client info shouldn't be hard

Our customer relationship management (CRM) platform is customizable and is your one place to capture leads, store and segment contacts, and more.

Automate your lead-capture process

Online or on the go, you can automatically add contacts in a variety of ways:

  • Customizable landing pages
  • Web forms
  • Infusionsoft by Keap mobile app
  • Importing a list
  • Connecting to our API

Add a web form to capture site visitors.

Get the right message to the right client

Segment and tag your clients based on status, behaviors, or characteristics (e.g., location). Then send targeted marketing communications automatically.

All your client info, always on hand

Fully customizable contact records give you and your team a true line of sight into the latest status on tasks, sales opportunities, and email results.

91% of users say Infusionsoft helps organize their lead and client data in one place.

Know who to follow up with right away

Robust lead-scoring capabilities help you identify interested leads. Then set up automated email workflows to nurture them to a point of sale.

Gauge interest with a lead-scoring system.

Track what matters to you and your clients

Up to 100 custom fields let you organize and track detailed client info in a way that makes sense for your business—like their diet restrictions if you’re a caterer.

Kevin Barcena

Salad, Healthy Alternatives

Shellfish, almonds

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