What is Keap?

All-in-one platform: Keap integrates customer relationship management (CRM), marketing automation, email & text marketing, sales pipeline tracking, appointment scheduling, invoicing, payment processing, and reporting—all under one roof.

Automation tools: It allows small businesses to create automated workflows (e.g., "when X happens, then do Y"), helping to save time on repetitive tasks and streamline follow-ups.

Founded in 2001: Originally known as Infusionsoft, the company rebranded to Keap in January 2019. It's based in Chandler, Arizona, and is led by co-founder and CEO Clate Mask.

Key Features & Benefits

Ease of use & onboarding: Many small-business users find Keap intuitive, with drag-and-drop automation builders and strong customer support—including help from a dedicated success manager.

Powerful automation and integration: Built-in e-commerce tools, invoicing, payment gateways, plus integration with hundreds to thousands of applications (like QuickBooks, Gmail, Zapier).

Unified customer view: Centralizes contacts, interactions (emails, calls, meetings), and campaign data—making it easier to manage and nurture leads.

Learn more from the video below and get started today!