Getting the job

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.

Quoting and invoicing

Available in: Keap Pro

Keap provides you with the tools to create professional looking quotes and invoices to ensure that you get paid. Managing quotes and invoices is made simple with automatic reminders and email notifications.

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Creating tasks

Available in: Keap Pro

Keap provides a task management tool that empowers you to stay in control of your daily workflow. Your task list can be accessed from multiple areas within Keap for your convenience.

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Keap Appointments

Available in: Keap Pro

Make the most of your meeting time with your clients. Use appointment features like pre-meeting instructions, book-now links, and custom appointment durations to ensure that everything you need from your client has been requested beforehand and the right amount of time for the meeting has been set aside.

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Sales pipeline

Available in: Keap Pro

Keap's Pipeline feature is a customizable dashboard that gives you a snapshot of the deals you are working on in each stage of your sales process. The pipeline tool in Keap has an easy to use drag and drop feature that allows you to move your deals from stage to stage as they progress through your sales process.

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Multiple Pipelines

Available in: Keap Pro

Easily move deals between pipelines and set up automation to run on any pipeline. Tracking and closing more business just got a lot easier.

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Sales Pipeline Automation

Available in: Keap Pro

As leads move through your sales process, custom automations update update tags, emails prospects, starts a new campaign sequence, sends internal notification messages, assigns tasks to other users, and more.

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Campaign automation to create a new deal

Available in: Keap Pro

Add deals to your Pipeline with the new Campaign Builder sequence process => Create a deal. You can add the deal name, stage, amount, and assigned user.

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Building an advanced email

Available in: Keap Pro

With an impactful email you are sure to increase your open-rate. This improves email activity, and will ultimately generate more revenue for your business. Keap's drag-and-drop build blocks are designed to help you create a professional-grade email with minimal effort.

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Web forms and landing pages

Available in: Keap Pro

Web forms and landing pages are powerful tools that allow you to gather information from people interested in your products or services. In many instances, this can be the first step in transforming leads into buying customers.

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Campaign strategy guide

Available in: Keap Pro

The campaign Strategy Guide is a free tool available to help you craft the most effective marketing strategy for your business. This guide walks you through a step-by-step process that focuses on your type of business and your business priorities.

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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.