Keap (Infusionsoft)
Simplify growth for entrepreneurs: capture leads, convert clients, create fans.
Executive Summary
Keap (formerly Infusionsoft) is an all-in-one CRM and marketing automation platform designed for small to mid-sized businesses and entrepreneurs. It combines customer relationship management, sales, and marketing automation to help businesses organize leads, foster relationships, and generate sales. The platform offers tools for lead capture, email marketing, sales pipelines, invoicing, and appointment scheduling, aiming to reduce chaos and boost revenue for its users.
Use Cases
- Automated lead capture and nurturing through forms and landing pages.
- Executing personalized email marketing campaigns and broadcasts.
- Managing sales pipelines, quotes, invoices, and payment processing.
- Scheduling appointments and managing client communications.
- Segmenting customer databases for targeted marketing and follow-up.
- Automating repetitive administrative tasks to free up time for growth.
Features
Visibility
- Customizable Dashboards: Personalize your dashboard to display key performance indicators and relevant business data at a glance.
- Email Deliverability Health Dashboard: Monitor email deliverability statistics to identify and address potential issues like spam flagging.
- Sales Pipeline Tracking: Visually track and manage leads as they progress through the sales funnel, with detailed analytics on conversion rates.
- Lead Source Tracking: Segment leads based on their origin to understand the most valuable acquisition channels.
- Advanced Reporting: Access in-depth reports and comparative data to analyze ROI and identify areas for improvement across marketing and sales.
Intelligence
- AI Content Assistant: Generate engaging copy for emails, landing pages, text messages, and social media posts using AI.
- AI Automation Assistant: Leverage AI to quickly create entire marketing and sales campaigns from proven templates.
- Lead Scoring: Automatically score and prioritize leads based on their engagement and likelihood to convert, triggering targeted automations.
- Automated Workflow Triggers: Set up automated actions based on contact activity, form submissions, purchases, or other predefined triggers.
- Dynamic Content Generation: AI agents can generate dynamic content variations based on customer segments and historical engagement data for personalized experiences.
Support
- Dedicated Customer Success Manager: Receive personalized guidance and support from a Keap expert to achieve business goals.
- U.S.-based Phone Support: Access phone support during business hours for assistance with the platform.
- 24/7 Chat Support: Get immediate assistance through live chat directly within the Keap application.
- Keap Academy and Community: Access a library of on-demand courses and connect with a vibrant community of Keap users for learning and peer support.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- Multi-factor authentication (MFA), OAuth 2.0 for API access. Native SAML SSO is not supported.
- API Available
- Yes
- MCP Server
- No
Infrastructure
- GCP
AI/ML Stack
- Machine Learning
- NLP
Integrations
- Gmail
- Outlook
- QuickBooks
- Zapier
- WordPress
Security & Compliance
Certifications: PCI DSS, GDPR Compliant, CCPA Compliant, HIPAA Compatible (with BAA)
Encryption: AES-256 at rest, TLS 1.2 or higher in transit.
Pricing
- Model
- Tiered subscription (based on features, users, and contacts)
- Starting Price
- Keap Pro starts at $199/month, Keap Max starts at $289/month (for 2 users, 1500 contacts). Max Classic requires contacting sales. Additional users are $39/month.
- Target Customer
- SMB (Small to Mid-Market Businesses), Entrepreneurs
- Contract Type
- Monthly, with annual options likely available
- Free Trial
- Yes, 14 days (credit card required)
About Keap
Keap (formerly Infusionsoft) is a cloud-based CRM and marketing automation platform that helps small businesses organize contacts, automate marketing and sales workflows, and manage invoicing and payments. They provide SaaS tools designed to streamline lead capture, follow-up, and client management for small business owners.