Product Overview of Keap (formerly Infusionsoft)
Keap, formerly known as Infusionsoft, is a comprehensive all-in-one CRM, sales, and marketing automation software designed to centralize and streamline customer interactions and daily business tasks. Here’s a detailed look at what Keap does and its key features.
What Keap Does
Keap is tailored for small businesses, aiming to simplify and automate various aspects of customer management, sales, marketing, and e-commerce. It integrates multiple functions into a single platform, allowing businesses to manage leads, automate marketing campaigns, handle sales pipelines, and process payments, all within one intuitive system.
Key Features and Functionality
Contact Management
Keap’s core functionality revolves around contact management. It allows you to store all data related to prospects and customers in a centralized database, including contact details, tags, notes, related tasks, email/SMS history, and other relevant information.
Tasks and Automation
The tasks section enables you to create, view, and complete task lists linked to individual contacts or independent tasks. Keap Pro takes this further by allowing tasks to be included in campaign automations, automating follow-ups and other actions based on predefined triggers.
Appointment Scheduling
Keap features a native appointment scheduler that integrates with Google and Outlook calendars. This allows prospects and clients to schedule meetings directly, with automated follow-ups and reminders. The scheduler is similar to tools like Calendly or Acuity Scheduling.
Lead Nurturing and Sales Pipelines
Keap offers robust lead management tools, including lead scoring and segmentation. You can create drip email campaigns and track their performance. The sales pipeline feature, available in Keap Pro, allows you to track and manage leads through a stage-based process, similar to tools like Trello or Pipedrive. This includes automating actions based on moving contacts into new stages.
Email Marketing and Broadcasts
Keap supports email marketing through its broadcasts feature, allowing you to send targeted emails to segmented groups of contacts. This is particularly useful for promotions, newsletters, or updates. While currently only email broadcasts are supported, there are indications that SMS broadcasts may be added in the future.
Quotes, Invoices, and Payments
The software includes built-in tools for quoting, invoicing, and receiving online payments, including automatic recurring payments. This feature helps in segmenting contacts based on purchase history and sending targeted promotions, making it easier to manage client interactions and financial transactions.
Reporting and Analytics
Keap provides comprehensive reporting dashboards that offer real-time data on sales forecasts, engagement tracking, and campaign performance. Users can pin frequently used reports for easy access, enabling data-driven business decisions.
Marketing Automation
Keap’s Campaign Builder allows you to create automated processes, including follow-up sequences, nurturing sequences, and tasks assigned to your team based on specific triggers. Tags are used to segment contacts and trigger automated actions, such as welcome sequences or VIP offers.
E-commerce Integration
Keap supports e-commerce functionalities, including the creation of custom ecommerce platforms, checkout forms, and the management of subscription services and recurring payments. It integrates with payment gateways like PayPal, Stripe, Venmo, and WePay.
Integration and Support
Keap seamlessly integrates with thousands of apps to meet specific business needs. The platform also offers expert coaching, in-depth training, and outstanding US-based customer support, along with a dedicated community of entrepreneurs.
In summary, Keap is a powerful tool that streamlines and automates various business processes, from lead management and marketing automation to sales pipeline tracking and financial transactions, all within a user-friendly and intuitive interface.