Navigating your dashboard

Navigating your Dashboard

Available in: Keap Pro

 

When you log into Keap, you start at the dashboard. The dashboard provides you with real time business statistics so you can effectively manage your day-to-day efforts. This way you can easily stay on top of new leads, invoices, tasks and appointments.

Here, you'll see your leads for the last 30 days, any active deals you're currently working, and the value of paid and outstanding invoices. You'll also be able to see how many customers you have engaged with.

You have a quick view of your task list, appointments, and campaign reporting.

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.