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Infusionsoft Unveils New Platform

Infusionsoft today revealed a new platform built to empower millions of small businesses worldwide to create order in a new world where customers have more choices and expect personalized service. The platform retains its trademark power but is now easier to use, with lower pricing and a free trial to make Infusionsoft accessible to millions more small businesses.

With a redesigned interface and more than 50 industry-specific templates, Infusionsoft users can implement marketing strategies proven-to-work for thousands of small businesses just like them. It is easy for small businesses to connect Infusionsoft to the other apps they rely on every day, with more than 1,000 integrations available now. Small businesses save time and increase productivity by having all their customer information and interactions in one place—Infusionsoft.

During two years of intensive customer and market research, Infusionsoft found 70 percent of small businesses want to quit the hodgepodge of tools they use to manage the growing demands of today’s customers[2]. According to this research, 70 percent of small businesses also think customers are more demanding today than in the past, and 80 percent say customers expect small businesses to be available around the clock, online and by phone[3].

“Going belly to belly with thousands of small businesses the last 15 years taught us that growth brings new challenges, and that simple jobs become hard and time-consuming when you have a hodgepodge of tools with lead and customer information scattered everywhere,” said Infusionsoft CEO Clate Mask. “While other tools are for hotshot marketers, the new Infusionsoft platform is built for the everyday small business who needs help organizing customer information, so work doesn’t slip through the cracks and they can keep delivering personalized service even as they grow.”

Small businesses who started recently using Infusionsoft are raving about the easy, new interface and the industry-specific templates designed to reduce the time it takes to create emails and landing pages for targeted marketing.

"It was intuitive and just right for the stage of growth I’m in,” said Neil Gowans, owner of Obvi-us. “I’m just starting out so every lead and customer relationship is gold. I want my customers to feel like I’m following up personally every time, and that I’m always there when they need me. Infusionsoft is the best for that.”

“I love all the pre-built templates available for new users or even someone who isn’t an expert at marketing like so many of the small business clients I serve,” said James Shi, BridgeChoice Consulting. “I started with a template that was recommended to me because of my industry when I first logged into Infusionsoft, and right away it helped me see how it can all work together.”

Other new benefits Infusionsoft is bringing to small businesses include:

  • A brand new visual sales pipeline makes it easy to create a customizable sales process, with 75 percent of users today saying Infusionsoft helps them close more business[3]
  • A redesigned mobile experience helps small businesses be productive while on the go, with 89 percent of users reporting that Infusionsoft helps them run their business more efficiently[3]
  • 90 percent of Infusionsoft Payments users report they get paid faster now, and newly-redesigned invoices help them look professional to customers[3]
  • All customers have access to on-demand marketing coaches and 1,500 Infusionsoft partners with specialized expertise for any industry[3]

The Infusionsoft platform is available to all new customers now and will be available to current customers in Summer 2018.

Research resources used in this release:

  1. 2017 Infusionsoft Customer Survey
  2. 2017 Small Business Market Survey
  3. 2018 Infusionsoft Value Outcome Survey


Infusionsoft is on a mission to simplify growth for millions of small businesses worldwide. Built for growth-minded small businesses, Infusionsoft provides a simple CRM for 180,000 small business users. Unlike single-purpose tools that don’t work well together, the platform creates order by organizing all customer interactions in one place and integrating with thousands of other apps, to empower small businesses to deliver more personalized service and close more business. The privately held, eight-time Inc. 500/5000 company is based in Chandler, Arizona and is funded by Goldman Sachs, Bain Capital Ventures, Mohr Davidow Ventures and Signal Peak Ventures. For more information, visit, or the Infusionsoft blog.

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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.

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