Keap (Infusionsoft)

Description

Keap, formerly Infusionsoft, is a comprehensive CRM and marketing automation platform designed for small to medium-sized businesses.

Keap provides an all-in-one solution for businesses seeking to automate their lead capture, nurture, sales processes, and client management. Its robust visual campaign builder allows users to design intricate marketing and sales sequences, from initial contact to post-sale follow-up. The platform combines CRM capabilities with advanced email marketing, landing page creation, e-commerce integration, and payment processing, aiming to eliminate the need for multiple disconnected tools. It is particularly valued for its deep customization options and ability to support complex sales funnels.

Key Applications

CRM & Sales Automation: Manages customer data, automates sales tasks, tracks deals, and streamlines pipeline management.
Marketing Automation: Creates sophisticated automated campaigns, email sequences, lead scoring, and segmented communication.
E-commerce & Payments: Integrates with online stores, processes payments, and automates order fulfillment and follow-ups.
Lead Generation & Nurturing: Builds landing pages, forms, and triggers automated responses to convert and nurture leads effectively.

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Who It’s For

Small to medium-sized businesses and entrepreneurs with established sales processes or those looking to implement comprehensive marketing and sales automation to scale their operations. It's ideal for businesses that require integrated CRM, sales, and marketing capabilities without needing to piece together multiple software solutions.

Pros & Cons

Pros	Cons
✔️ Comprehensive all-in-one platform for CRM, marketing, and sales.	✖️ Can have a steep learning curve due to extensive features.
✔️ Highly customizable automation builder for complex workflows.	✖️ Higher pricing point compared to some entry-level alternatives.
✔️ Strong e-commerce and payment processing integrations.	✖️ Interface can feel less modern than newer, cloud-native platforms.

Pros	Cons
✔ Very beginner-friendly	✖ Limited features compared to Others
✔ Clean interface	✖ Less feature depth than others
✔ Helpful community and resources	✖ Can feel slower at scale

How It Compares

Versus HubSpot: Keap typically offers more granular control over marketing and sales automation workflows and deeper e-commerce integration for businesses with complex processes. HubSpot provides a more user-friendly interface and extensive free tools, focusing heavily on inbound marketing and content management.
Versus ActiveCampaign: Keap offers a more integrated CRM, sales, and payment processing solution within one platform, which can be advantageous for managing customer lifecycles end-to-end. ActiveCampaign excels in advanced email marketing and automation, often requiring integration with a separate CRM for a complete solution.

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Bullet Point Features

CRM & Lead Management Marketing Automation Sales Pipeline Automation.
Email Marketing & Broadcasting, Visual Campaign Builder E-commerce & Payment Processing Reporting.
&Analytics Appointment Scheduling Mobile App Access.

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Frequently Asked Questions

Find quick answers about this tool’s features, usage ,Compares, and support to get started with confidence.

What is Keap (formerly Infusionsoft) and what is it used for?

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Keap is an all-in-one CRM and marketing automation platform designed to help small businesses manage customer relationships, sales, and marketing campaigns. It streamlines business processes, automates repetitive tasks, and improves overall customer engagement.

How does Keap simplify sales and marketing management?

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Keap provides contact management, sales pipeline tracking, email marketing automation, appointment scheduling, and invoicing tools. By centralizing business operations and automating workflows, it allows businesses to focus on growth while saving time and effort.

What features does Keap offer?

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Keap offers CRM, marketing automation, sales pipeline management, email and SMS marketing, lead capture, invoicing, reporting, and analytics. It integrates with other tools and apps to create a comprehensive business management system.

Is Keap suitable for beginners?

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Yes, Keap is beginner-friendly, especially for small business owners and entrepreneurs. Its intuitive interface, pre-built templates, and guided setup make it easy for new users to automate sales and marketing processes effectively.

Who should use Keap and what benefits can they expect?

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Keap is ideal for small business owners, entrepreneurs, marketers, and sales teams. Users can expect streamlined sales and marketing workflows, improved customer engagement, automated lead nurturing, efficient invoicing, and increased productivity, helping businesses grow and maintain strong customer relationships.

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#CRM #EmailAutomation #Marketing

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Reviews from Our Users

8.07.2021

"Overall, I like the core features, but the mobile UI still feels a bit clunky. Hope they fix this in future updates."

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Tom W.

Marketing Manager

06/10/2025

"Their support team actually listens to feedback! I’ve seen new features added within weeks. That’s impressive.''

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Alex Carter

Freelancer

03/09/2025

"Some advanced options take a bit of time to understand, but once you get the hang of it, it’s incredibly powerful."

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Ryan Blake

SaaS Consultant

12/08/2025

"I’ve tried several similar tools, but this one stands out for its clean interface and automation features. Totally worth the subscription."

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Sarah Mitchell

GrowthWave Agency