description Keap (Infusionsoft) Overview
Keap combines customer relationship management with marketing and sales automation for small businesses. Contact records provide a shared place for lead information, while forms and landing pages can feed new enquiries into follow-up workflows. Its connection to the Infusionsoft name reflects its history in this category, particularly among businesses that need more than a simple address book. A defining use is linking a contact's action, such as submitting a form to download a guide, to a planned sequence of messages or sales tasks.
This allows lead capture and deal follow-up to operate within the same system. Service businesses with repeatable enquiry and sales processes are a natural fit, provided someone can design and maintain the workflows. The benefit comes from making those steps consistent; complicated automation still needs clear rules and careful setup to match how the business actually works.
help Keap (Infusionsoft) FAQ
What was Keap previously known as?
Keap was historically known as Infusionsoft before rebranding to its current name. It remains highly recognized in the industry for its powerful combination of CRM and marketing automation tools.
What type of businesses is Keap best suited for?
The platform is a massive favorite for service-based small and medium-sized businesses (SMBs). It is built to help these companies automate repetitive tasks and manage customer relationships efficiently.
Can you build sales funnels directly in Keap?
Yes, Keap allows users to build complex sales funnels directly within the platform. It can seamlessly link marketing actions—like downloading a guide or filling out a form—immediately to targeted follow-up campaigns.
Does Keap offer e-commerce features?
Yes, Keap includes built-in e-commerce tools that allow businesses to process payments, manage invoices, and sell products directly through the platform. This integrates perfectly with their CRM to trigger automated marketing after a purchase.
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