Keap: Automate Your Sales & Marketing to Grow Your Small Business
Introduction
Keap (formerly Infusionsoft) is the ultimate CRM and marketing automation platform built for small businesses tired of juggling tools. Automate follow-ups, manage client pipelines, and send targeted campaigns—all while saving 10+ hours a week.
What is Keap?
Keap combines CRM, email marketing, sales automation, and payment processing into one intuitive platform. Designed for service-based SMBs (coaches, consultants, agencies), it replaces clunky spreadsheets and disjointed apps with a system that nurtures leads, closes deals, and delights customers on autopilot.
Features
- Smart CRM: Track leads, segment contacts, and log interactions in one place.
- Automated Campaigns: Send personalized email/SMS sequences based on behavior.
- Sales Pipeline Management: Visualize deals, automate reminders, and accept payments.
- Appointment Scheduling: Let clients book sessions 24/7 via integrated calendars.
- Lead Capture Forms: Embed forms on your site to grow your list effortlessly.
- Reporting Dashboard: Track revenue, campaign ROI, and team performance.
Pros & Cons
Pros:
- Time-Saving Templates: Pre-built campaigns for follow-ups, promotions, and onboarding.
- Payment Integration: Accept deposits/invoices directly in Keap.
- Mobile App: Manage leads and tasks on the go.
Cons:
- Steeper learning curve for non-tech users.
- Higher pricing than basic email tools (starts at $129/month).
How It Works?
- Import Contacts: Sync your email list, social followers, or CSV files.
- Set Up Automation: Use drag-and-drop workflows (e.g., “Send discount offer after quote request”).
- Engage Leads: Automate personalized emails/SMS based on opens/clicks.
- Close Deals: Track proposals, send contracts, and collect payments, all in Keap.
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Conclusion
Keap isn’t just software—it’s your business growth partner. By unifying CRM, marketing, and payments, it helps small businesses scale without hiring a full-time team.
FAQs
Is Keap good for solopreneurs?
Yes! Ideal for solo coaches, consultants, and freelancers.
Does it integrate with Zoom/Calendly?
Yes, connects with 2,500+ apps via Zapier.
Can I migrate from Mailchimp?
Yes, Keap offers free data migration support.
Is there a mobile app?
iOS/Android apps for managing leads on the go.
What’s the cheapest plan?
Pro plans start at $129/month; 14-day free trial available.