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Resources

Business proposal ideas and free checklist

5 steps to a killer business proposal

 

Repeating history

Small business strategies for earning repeat sales and customer loyalty

 

Referential treatment

How to ask for referrals that help grow your business

 

More than sales

Using CRM to grow and manage your entire business.

 

Lead-score like a rockstar

Take your small business to the big time with a rockin' lead-scoring strategy.

 

Marketing to Millennials

What are the kids into these days?

 

Conference playbook

Top strategies for maximizing the potential of conferences

 

Gain momentum

How automation unlocks hidden ROI in your marketing budget

 

In the pipeline

Keep, convert, and close more leads in less time with automation

 

This time, it's personal

20 tips for sending automated emails without sounding like a robot

 

Why the name change?

Our new product, Keap, is pioneering smart client management, just as Infusionsoft did for sales and marketing automation 18 years ago.

We believe there’s a better way to manage sales for service businesses both big and small. And that’s Keap—one company with two products to serve all small businesses.

Smart client management software that helps turn incoming leads into satisfied clients.

The #1 all-in-one CRM and advanced marketing automation platform, as rated by G2 Crowd.

Keep serving. Keep striving. Keep growing.