Keap Max combines the intuitive interface and ever growing features of the Keap platform with the robust power of Max Classic (formerly Infusionsoft). Try it in your app today!
Max features
Maximum power and functionality with the intuitive and award-winning Keap interface
Keap Mobile App + Business Line
Manage contact data, appointments, SMS, calls, voicemails, and messaging from anywhere. Keep your business front-of-mind.
Get a dedicated business number on your existing smart phone and forward to up to five other phone lines. Your team never needs to miss another lead or follow-up.
*Business line available in US and Canada
Appointments
End back and forth scheduling hassles. Book appointments with automatic reminders, follow-ups, and booking links that can be embedded right on your website and lead forms with ease.
Calendar Sync (Google/Outlook)
Stay organized by syncing your Google and Outlook calendars in the Keap app.
Checkout Forms
Turn your business into a fully automated selling platform with our beautiful, modern, customizable, and mobile responsive forms on your website.
Easy Automations (When/Then functions)
The endless growth power of business automation, all while saving time and increasing efficiency.
Analytics
Get easy to understand analytics and actionable next steps directly in your Keap app.
SMS Automation (coming soon)
Take your communication and marketing to the next level with automated SMS messaging
Features
Pro
Max
Max Classic
Organize leads
Contact management
B2B management
Opportunity records
Contact segmentation (tags)
Saved searches/filters/contact lists
Tasks
Web forms
Landing pages
Company records
Lead source tracking
Coming Soon
Lead scoring
Customizable dashboard
Get more jobs
Quotes
Appointments
Sales pipeline
Sales round robin
Coming soon
Get more jobs
Keap Mobile App
Dedicated business line
SMS messages
Email marketing
A/B email testing
Email sync (Gmail, Outlook)
Calendar sync (Gmail, Outlook)
Google reviews
Get paid
Invoices
One-time payments
Recurring payments
Shopping cart
Checkout forms
Order forms
Automate the work
Easy automation
Advanced automation
Reminders
Internal forms
Pipeline automation
API (Integrations)
Administrative tools
Reports
Analytics
Default user roles
Custom user roles
Coming soon
Data migration support
Affiliate management
Who should try Keap Max?
Maximum power with the intuitive and award-winning Keap interface. If this sounds like something you want, you will definitely want to try Keap Max.
Excited about a modern and easy-to-use interface and user experience
Need additional CRM tools that are integrated in the app such as Appointments, Keap Mobile, Dedicated business line and SMS messaging
Looking for an effortless way to automate your business with Easy Automations
Selling services online with Checkout forms and Payments
Still want power and flexibility with Advanced Automations, Sales Pipeline, Lead Scoring, Checkout Forms, Company Records, and Analytics
Are you already happy with your Max Classic (formerly Infusionsoft) experience?
Great! No need to switch. Max Classic is not going away and we will continue to invest in new innovation.
How to try Keap Max
Current Max Classic customers can try Keap Max simply by filling out the form below. After the form is completed a toggle button will be added to the top right corner of your Max Classic app.
- You will not lose any of your data.
- You can toggle back at any time.
- Check out the details below about data migration
Try Max now:
Just get your info to us and in 24 hours we’ll get your app set up with the toggle button that can transport you and your business to new levels or growth and efficiency.
How to switch to Keap Max permanently:
If you try Keap Max and decide you would like to switch permanently, reach out to your CSM and they can help you switch your app at no additional cost.
Need help with Data Migration to Max?
Luckily, most Max Classic features and data are transferred seamlessly to Max with a few exceptions.
Please note cases in which features and corresponding data will not transfer to Max:
- Contact record: Contact type and Sent email history
- Custom fields: SSN field and Categories with subcategories
- Order records: Tax and discounts records
- Activity feed
- “My Day” content
- Opportunity records
- Sales Pipeline stages
- Appointments
As well as Niche campaign goals and sequences:
- Landing Page submitted
- Note applied
- Internal forms
- Lead Score achieved
- Product purchased
- Opportunity State moved