Product Overview of Keap (formerly Infusionsoft)
Keap, formerly known as Infusionsoft, is an all-in-one CRM, sales, and marketing automation software designed to centralize and streamline customer interactions and daily business tasks. This robust platform is tailored to help small businesses manage their operations more efficiently, freeing up time to focus on core activities.
Key Features and Functionality
Contact Management
Keap serves as a comprehensive contact management system where all data related to prospects and customers is stored in a single, central location. This includes contact details, tags, notes, related tasks, email and SMS history, and other relevant information.
Marketing Automation
One of the standout features of Keap is its advanced marketing automation capabilities. Users can create automated campaigns using the Campaign Builder, which includes follow-up sequences, nurturing sequences for new leads, and tasks assigned based on specific triggers. This automation helps ensure that no lead or customer falls through the cracks.
Lead Nurturing and Scoring
Keap offers robust lead management tools, allowing users to capture high-quality leads from landing pages or social media, tag and score them based on their willingness to buy, and initiate automated lead nurturing campaigns. Drip email campaigns can be deployed directly through the platform, and users can track key metrics such as delivered, open, and click-through rates.
Appointment Scheduling
The platform includes a native appointment scheduler that integrates with Google and Outlook calendars. This feature allows reps to book meetings, consultations, and services directly, with automated follow-ups and reminders.
Sales Pipeline Management
Keap Pro and Keap Max offer a sales pipeline feature that allows users to track and manage leads and clients throughout the sales process in a single view. This stage-based system enables users to move leads through predefined sales processes, send emails, create tasks, add notes, and automate actions based on stage changes.
Email and SMS Marketing
The platform supports broadcast emails for one-off communications like promotions, newsletters, or updates. Users can segment their contacts to send targeted broadcasts to unique groups. Additionally, Keap is working to include SMS broadcasting in the future.
Invoicing and Payments
Keap includes built-in features for quoting, invoicing, and receiving online payments, including automatic recurring payments. This integration ensures a full picture of client interactions and purchase history within one solution.
Reporting and Analytics
Keap provides comprehensive reporting dashboards that offer updated sales and marketing metrics. Users can access data points such as sales forecasts, engagement tracking, and campaign performance. The analytics dashboard helps in making data-driven decisions and optimizing business processes.
E-commerce Integration
Keap Max offers advanced e-commerce features, including the ability to launch a custom e-commerce platform with checkout forms, automate online business with subscription services and recurring payments, and integrate with payment gateways like PayPal, Stripe, Venmo, and WePay.
Task Management
The tasks section in Keap allows users to create, view, and complete tasks linked to individual contacts or independent tasks. Tasks can be included in campaign automations, ensuring that critical follow-ups and actions are automated.
Additional Benefits
- Integration: Keap seamlessly integrates with thousands of apps specific to unique business needs, enhancing its functionality and versatility.
- Customer Support: Keap offers expert coaching, in-depth training, and outstanding US-based customer support, along with a dedicated community of entrepreneurs.
- Automation: The platform excels in automating various tasks and customer journeys, reducing the workload and ensuring consistent follow-ups and engagement.
In summary, Keap is a powerful tool that combines CRM, sales automation, marketing automation, and e-commerce capabilities into a single, user-friendly platform. It is designed to help small businesses streamline their operations, enhance customer interactions, and drive growth through efficient and automated processes.