Importing & organizing leads

Creating and applying tags

Available in: Keap Pro


Every client is important to you, and the last thing you want is to make them feel like they're just another face in the crowd. Tags are like a keyword you place on the contact record that denotes specific attributes about a contact.

For example, if you just entered a new contact into Keap, you can tag them as a new prospect. That way you keep your contacts organized in a way that makes it easier for you to engage, communicate, and offer your products and services. This ensures that your clients get the communications that are most impactful to them.

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.