About Infusionsoft: What Can Infusionsoft Do?

Chapter 01: How does Infusionsoft work?

Infusionsoft by Keap is software used by small businesses under 25 people to get organized so they can deliver more customized service and close more business. Specific features of the platform include appointments, marketing automation, the ability to build a sales pipeline, lead scoring, analytics and integrated order forms, online sales and payments.

Infusionsoft helps small businesses organize their tasks, manage their time and grow their sales by planning each step of their sales and marketing strategies and automating repetitive tasks such as sending email campaigns, follow-ups, and scheduling appointments.

Content Management

  • Streamline and automate daily tasks
  • Nurture leads with automated follow-up campaigns
  • Lead generation
  • Send timely messages
  • Segment lists based on position in sales funnel
  • Marketing Automation

  • Customize forms, emails and landing pages
  • Automate follow-up sequences
  • Launch email marketing campaigns
  • See your tracking and reporting
  • Sales Automation

  • Manage sales pipeline
  • Lead scoring
  • Create and share quotes that become purchases with one click
  • Automate payments and invoicing
  • See how Infusionsoft works:

    How much does Infusionsoft cost?

    Infusionsoft costs $199 a month and includes one user account, contact management, marketing automation and unlimited emails. Infusionsoft software empowers small business owners to store contact information, such as name, address, phone number, and email, and activity history in a single central customer relationship tool (CRM) and segment data and analyze information tied to prospects, leads and customers.

    Small businesses can also invest in Keap Pro and Keap Grow starting at $79 and $149 per month, respectively, for more simplistic options. See features in the table below:

      Keap Grow Keap Pro Infusionsoft
    Starting Price $79 $149 $199
    Expert Coaching (one-time payment cost) $99 $499 $999
    How many users and contacts does this include? 1 user license, 500 contacts 1 user license, 500 contacts 1 user license, 500 contacts
    Who’s this solution best for? For startups and new businesses For established, service-based businesses with custom needs For teams that need a robust CRM solution
    What does this solution include? CRM; email marketing; business phone line and text messaging; appointments; quotes, invoices, and payments Marketing and sales automation; recurring payments; landing page builder; smart forms and reports CRM; marketing and sales automation; lead scoring and company records; advanced reporting and ecommerce

    Chapter 02: The history of Infusionsoft and Keap

    Keap was founded by Clate Mask and brothers Scott and Eric Martineau in 2001. The company began as a start-up in Mesa, Ariz., next door to a mattress store. In 2004, Keap wrote a script to automate sales leads, which became the foundation of Keap's SaaS product range.

    Less than a decade later, Keap's revenues increased 50 percent between 2011 and 2012, and by January 2013, Keap had raised $71 million in venture capital with $54 million invested by Goldman Sachs. Later that month, Keap purchased GroSocial, a social media marketing software company.

    In 2014, Keap concluded its Series D funding led by Bain Capital Ventures, generating an additional $55 million. Orix Growth Capital invested another $20 million in October 2018 to help Keap accelerate product development, branding and marketing of its new, simple CRM for small businesses. In total, the company has raised over $145 million.

    Company overview of Keap

    Keap is based in Chandler, Ariz., in a 90,000-square-foot building with a 40-yard football field in the facility’s center and a cereal bar for employees. Keap has a customer base of 30,000 businesses and 180,000 software users.

    Keap has hosted large-scale events such as InfusionCon, attended by nearly 2,000 small business owners in 2012 and 3,000 attendees in 2014. In 2015, Keap hosted the Main Street Forum in New York City which included executives from American Express, OnDeck, Mashable, The Wall Street Journal and other companies.

    Services offered by Keap

    Keap offers a subscription-based all-in-one integrated platform which empowers small businesses to pull together data points related to sales, marketing, leads, payments, customers, and more.

    The platform creates and hosts links and forms, executes automated campaigns and tracks ROIs and provides real-time customer updates for sales. Users can also manage customer databases, and includes e-commerce functionality allowing users to manage shopping carts, product pages, dynamic discounts and coupon codes.

    Click here for a free trial

    In April 2012, Keap opened a marketplace which now integrates with more than 230 native and support apps including Outlook and Gmail, WordPress, OptinMonster, Sherpa Metrics, Booker, Zapier and Zendesk. The GroSocial system that Keap acquired in 2013 was integrated into the CRM, e-commerce and marketing automation tools to allow small businesses to use social media platforms to grow their customer base.

    Keap’s awards and recognition

    Keap was named by Inc. as a 2013 Hire Power Awardee and ranked No. 4 in the software category with over 240 jobs created in a year. Keap was honored as an Inc. 500/5000 list of fastest growing private company seven times as of 2013. Inc. also ranked the company No. 47 on its list of Top 100 Arizona Companies and No. 44 on its list of companies in the Phoenix metro area.Goldman Sachs selected CEO Clate Mask as one of its Most Intriguing Entrepreneurs of 2013. Mask has also been recognized for his leadership and was also chosen as an Ernst & Young Entrepreneur of the Year finalist, a Top 100 Small Business Influencer by Small Business Trends, CEO of the Year by the Phoenix Business Journal's Arizona Corporate Excellence Awards, and Business Leader of the Year by the Arizona Technology Council. Keap received the Pioneering Award at the Arizona Technology Council’s 2014 Governor’s Celebration of Innovation.

    Keap is an affordable, scalable option for small businesses.

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