Importing & organizing leads

Creating contact lists

Available in: Keap Pro

 

You can easily find specific groups of contacts like clients or prospects with Keap's powerful search feature. You can use a combination of common fields, custom fields, and tags to search for contacts with shared attributes to create a contact list.

You can also search for a specific contact by name, email, or phone number in the contact search bar located at the top of every section of the Keap application.

Select multiple contacts from the list using the check boxes to add or remove tags, delete contacts, send a broadcast, add contacts to a campaign, or export the list.

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.