Keap (Formerly Infusionsoft) – CRM for Growing Businesses

Keap (previously known as Infusionsoft) is a powerful customer relationship management (CRM) platform designed for small businesses and entrepreneurs. Keap combines CRM, marketing automation, sales tools, and e-commerce features to help businesses streamline operations, nurture leads, and drive growth.

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Key Features of Keap

1. Contact Management
   • Centralize and organize customer information, interactions, and notes in one place for easy access.
2. Marketing Automation
   • Automate email marketing campaigns, follow-ups, and personalized messaging to nurture leads and engage customers.
3. Sales Pipeline Management
   • Visualize and track sales opportunities, manage deals, and move prospects through the pipeline with ease.
4. E-Commerce Tools
   • Create invoices, accept payments, and manage orders directly within the platform.
5. Appointments and Scheduling
   • Enable customers to book appointments online, sync calendars, and send automated reminders.
6. Email Marketing
   • Design professional emails using pre-built templates and monitor their performance with analytics.
7. Landing Pages and Forms
   • Create custom landing pages and web forms to capture leads and grow your contact list.
8. Integrations
   • Connect with popular tools like QuickBooks, Zapier, WordPress, Shopify, and others to extend functionality.
9. Mobile App
   • Access Keap on the go to manage contacts, track deals, and send invoices from your smartphone.
10. Reporting and Analytics
    • Gain insights into sales performance, email engagement, and marketing ROI with built-in analytics.

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Benefits of Using Keap

1. All-in-One Solution
   • Combines CRM, marketing automation, and sales tools into a single platform, reducing the need for multiple applications.
2. Time-Saving Automation
   • Automates repetitive tasks like follow-ups, reminders, and lead nurturing, freeing up time for higher-value activities.
3. Improved Customer Engagement
   • Delivers personalized interactions and consistent communication to enhance the customer experience.
4. Streamlined Sales Process
   • Provides tools to manage sales pipelines, close deals faster, and reduce bottlenecks.
5. Scalable for Growth
   • Offers features and plans that grow with your business, making it ideal for small businesses and startups.

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How to Get Started with Keap

1. Sign Up
   • Visit Keap’s website and choose a plan that suits your business needs.
2. Import Contacts
   • Import your existing contact database to start managing customer relationships.
3. Set Up Automations
   • Configure workflows for lead capture, follow-ups, and email campaigns.
4. Customize Sales Pipelines
   • Adapt the pipeline stages to match your business process.
5. Launch Campaigns
   • Use email templates and automation tools to create and execute marketing campaigns.

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Pricing Plans

Keap offers flexible pricing options to accommodate various business needs:

• Lite Plan: $129/month for 1 user, includes basic CRM and email marketing features.
• Pro Plan: $199/month for 1 user, adds advanced marketing automation, landing pages, and sales pipeline management.
• Max Plan: $299/month for 1 user, includes all features plus lead scoring, advanced analytics, and e-commerce tools.

Additional users can be added for an extra fee per month.

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Who Should Use Keap?

Keap is ideal for:

• Small businesses and entrepreneurs seeking an all-in-one platform for CRM, marketing, and sales.
• Service-based businesses looking for scheduling, invoicing, and payment solutions.
• Companies that want to automate workflows and save time on manual tasks.

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Alternatives to Keap

• HubSpot CRM: A free, robust CRM with extensive marketing and sales features.
• ActiveCampaign: Focuses on marketing automation and email marketing.
• Zoho CRM: Offers customizable tools and scalability for growing businesses.
• Mailchimp: Combines email marketing with basic CRM functionality.

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Conclusion

Keap (formerly Infusionsoft) is a versatile platform that helps businesses streamline operations, improve customer engagement, and drive growth. With its robust CRM features, automation tools, and e-commerce capabilities, Keap is an excellent choice for small businesses and entrepreneurs looking to scale their operations and maximize efficiency. By leveraging Keap’s comprehensive features, businesses can save time, close more deals, and deliver exceptional customer experiences.