Welcome to Keap!

We’re here to help you turn incoming leads into satisfied clients. These quick tutorials will show you how to organize leads, get the job, get paid, and stay connected.

Navigating your dashboard

Available in: Keap Pro

Think of your home screen as mission control for your business. Here, you'll see your recent leads, active deals, and the value of paid and outstanding invoices. You also have a quick view of your task list, appointments, and campaign reporting.

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Importing & organizing leads

Available in: Keap Pro Keap Grow

Keep track of contact details and save notes about your client interactions. With all of these details in one place, you can quickly and easily communicate with your clients while maintaining a personal touch.

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Getting the job

Available in: Keap Pro

Take the friction out of winning work by sending quick, professional emails and offering hassle-free scheduling. Sync your calendar so your clients can book appointments at a convenient time.

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Get paid

Available in: Keap Pro Keap Grow

Create professional-looking quotes and easy-to-pay invoices with Keap. Track that status of your quotes and ensure that you get paid with automatic reminders.

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Staying connected

Available in: Keap Pro Keap Grow

Keap is designed to help you deliver the right message to the right audience at the right time. Create attractive, personalized, and automated emails with ready-to-use templates. With these tools, you can increase your visibility and engagement with clients.

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Reporting on your performance

Available in: Keap Pro

Be confident that your business is performing at its peak. Built-in reporting shows how well you're engaging, communicating, and delivering great service to your clients.

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Personalizing your account

Available in: Keap Pro

Customizing Keap to the needs of your business is easy with the settings menu. Use it to control all aspects of your account—managing your subscription, business details, and much more.

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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.