Keap CRM - Smart Client Management Solutions for Small Services Businesses

Quiet the Doubters

Keep Going. Keep Serving. Keep Growing.

Keap, formerly Infusionsoft, has launched the industry’s first smart client management solutions built specifically for small businesses in professional, business and home services industries.


For 17+ years Keap/Infusionsoft has led the market as the pioneer of customer relationship management (CRM) and marketing automation solutions for small businesses. The company serves 200,000+ users. The Keap product launch and company rebrand is a signal the company is expanding to serve a new market, of smaller services businesses.


Keap is designed for can-do small services businesses looking to centralize data, improve communications, generate leads/sales and deliver great customer service. Click here to get a free Keap trial account.

Keap – The Re-Branding of Infusionsoft

In January 2019, Infusionsoft was rebranded as Keap, a name that represents the very essence of the grit and passion small businesses put in each day to keep going, keep serving and keep growing.

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About Keap, the product


Targeted at small service providers such as interior design, home repair, fitness or business consulting, Keap is smart client management software that automates repetitive sales and client-related tasks like appointment scheduling, following up on leads/quotes, and collecting payments. It does this by intelligently prompting the user when and how to follow-up with personal and professional communications that progress leads more quickly into more happy clients that refer.

Keap Helps Small Businesses Provide Great Service to Clients


Keap’s online tools help small businesses wow clients by making it simple to book appointment times, view or accept personalized quotes, and pay online invoices in seconds with a one-click “pay now” button. Customizable, automated reminders and updates help small businesses and their clients stay informed every step of the way.

Keap’s Key Features Include:


  1. Client Management

  2. Appointments


  4. Sales Pipeline/Process (e.g. list of potential and current customers)

  5. Automatic process for sending messages to new leads

  6. Personalized messaging

  7. Hassle-free scheduling

  8. Invoicing & Payments ("Pay Now" button for invoices)

  9. Lots of powerful Integrations


No More Leads Falling Through the Cracks

The Keap solution promptly responds to incoming leads and existing contacts by sending highly-personalized communications that drive action or sales.

  • Set an automatic process for sending messages to new leads—being the first to respond sets you apart from the competition

  • Save time by choosing from pre-written emails


When you’re organized, your clients have a great experience, too. Keep all client interaction history in one place and never ask for the same info twice.

Get a free Keap trial account


Keap Stores Client Information, including:

  1. All contact information including: name, phone number, email, social media details, addresses, birthday, etc.

  2. Any shared files, documents, images, contract, proposals, folders

  3. History of all meetings, payments, quotes, conversations, emails, any logged notes

  4. Tags: for quick, easy categorization

  5. Follow-up tasks

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