Importing & organizing leads

Contacts and custom fields

Available in: Keap Pro


Leads are crucial for a small business, but it can be easy to misplace contact details or lose track of interactions. Your contact cards allow you to store personalized information with custom fields so that you never lose a contact's information again.

When you open a contact record you'll see the activity feed for that particular contact. This is a chronological view of all of your interactions with this contact. This includes activities such as notes, tasks, and emails.

Your contact records also include areas for email history, appointments, invoices and quotes, tasks, notes, campaigns, files, and tags. This way you can access all of your client's information in one place.

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.