Understanding Keap

Keap (formerly Infusionsoft) is a pioneer in the CRM space, focusing exclusively on the needs of small businesses and solo entrepreneurs. It combines CRM, email marketing, and e-commerce into one integrated platform. Keap’s mission is to help small businesses get organized, follow up consistently, and save time through advanced automation.

Product Pillars

• Automated Follow-up: Send personalized messages to leads immediately after contact.
• Payments Integration: Create invoices and process payments directly within the CRM.
• Appointment Scheduling: Sync calendars to allow clients to book time without back-and-forth.
• Lead Capture: Customizable landing pages and forms to grow your database.

Keap is best known for its 'Easy Automations' which allow users to set up complex triggers without needing technical expertise. It helps users eliminate 'the hustle' by automating the repetitive tasks that often lead to small business burnout, ensuring no lead falls through the cracks.