Ready to switch your CRM? We’ve got you covered.

Transitioning and learning software shouldn’t be stressful, cause needless down time, or be costly.

Our Keap Migration Team handles all the heavy lifting. Sign up for Keap or Infusionsoft and our team of experts will migrate all of your current campaigns, automations, email templates, deals, landing pages, web forms, and opted in contact data, all included with our Expert Coaching.

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We aim to have you up and running in as little as 14 days

Our experts will focus on moving eligible active content from your old system safely and securely. With Keap Migration we’ll take what you spent months or even years creating, and work to have you ready in as little as 14 days.

Headshots of Keap Experts.

Our friendly migration experts have over 19 years of combined experience.

Focus on running your business, while we handle the busy work.

If you are actively using sales and marketing automations, internal process workflows, email templates, landing pages, and marketing emails in your business today, we may be able to migrate them over to you at no cost.

Automated campaigns

  • Nurture email series
  • Customer nurture & surveys
  • If/then logic

Internal automation

  • Sales pipeline
  • Task reminders & notifications
  • Business forms

Lead capture

  • Web forms
  • Landing pages
  • Internal intake forms

Email content

  • All copy in nurture emails
  • Active email templates

Common Keap migration questions

Do you do this for all systems?

*Keap Migration is free for every new customer moving eligible active content from these platforms: ActiveCampaign, AWeber, ConstantContact, HubSpot, MailChimp, and Ontraport. Please contact a Keap sales representative about migrating from other platforms.

How long will my migration take?

Our aim is to complete migrations within 14-30 days or less. The complexity and size of your migration will determine the actual completion time. Our Keap migration specialist will provide you with an estimated timeframe after a needs assessment.

Is there anything you won’t migrate?

Take this opportunity to do some spring cleaning. We will only migrate currently used eligible information. We do not set up third party integrations or include custom coding. Speak with your Small Business Consultant to learn more. We can also provide a list of Keap Certified Partners that may assist with these items at an additional cost.

Will you import all of my contacts?

We will import all of your opted-in contacts up to the contact threshold you purchased. If your list is larger than what you purchased we will contact you immediately to determine how you would like to proceed. Also, we may be able to import additional items such as opportunities, email history, contact notes, order history, subscriptions, affiliates (referral partners), and file attachments (10MB max) for an additional fee. Speak with your Small Business Consultant to learn more.

What is an opt-in list?

How to get permission to send emails.

How do you handle differences in functionality between me and my old provider?

Our Keap Migration Specialist will take note and review these differences with you as we migrate your system. If there is specific functionality you are concerned with please feel free to contact your Keap sales representative.

At Keap we’ve got you covered

Why the name change?

Infusionsoft is now Keap. Why? Because it takes perseverance to grow a successful small business, and we’re here to help.

Our mission remains the same: To simplify growth for millions of small businesses worldwide.

As Keap, we now offer a family of products designed to help small businesses no matter what stage they’re in.

We created Keap, the all-in-one CRM, sales and marketing platform for growing service businesses, because most small businesses need to start simple and grow over time.

Our top-tier product, Infusionsoft, is for small businesses with more advanced sales and marketing automation needs.

So whether you want to start simple or you’re ready for our most advanced edition, we offer a Keap product that will help you get organized, deliver great service, and grow your business.

Keep going. Keep serving. Keep growing.

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