Keap is the leading small business CRM & automation platform built exclusively to help small businesses save time and grow without the chaos.

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Keap, formerly known as Infusionsoft, is a CRM (Customer Relationship Management) and marketing automation platform designed for small businesses.

key features

  1. CRM Functionality: Keap provides tools to manage customer relationships, track interactions, and organize contact information in a centralized system.
  2. Contact Segmentation: The platform allows users to segment contacts based on various criteria such as behavior, demographics, and engagement level.
  3. Email Marketing: it includes email marketing features to create, schedule, and send personalized email campaigns to segmented lists.
  4. Automation: The platform offers marketing automation capabilities to create workflows and sequences that automate follow-ups and engagement.
  5. Lead Generation: Keap assists in capturing leads through forms, landing pages, and other lead generation tools.
  6. Sales Pipeline Management: Keap often includes tools to manage sales pipelines, track deals, and forecast revenue.
  7. Appointment Scheduling: Some versions of Keap offer appointment scheduling features, allowing clients to book appointments online.
  8. Invoicing and Payments: The platform supports invoicing and payment processing, helping businesses manage billing and transactions.
  9. E-commerce Integration: Keap can integrate with e-commerce platforms to manage customer relationships and automate post-purchase communications.
  10. Mobile App: Keap typically offers a mobile app for users to manage contacts, tasks, and communication on the go.
  11. Reporting and Analytics: The platform provides insights into email campaign performance, lead engagement, sales metrics, and more.
  12. Integration: Keap integrates with various apps and tools, including accounting software, payment gateways, and marketing platforms.
  13. Support and Training: often provides customer support, training resources, and a knowledge base to assist users.
  14. Customization: The platform allows users to customize email templates, forms, and workflows to match their branding and processes.
  15. User-Friendly Interface: it is designed with small businesses in mind, often offering an intuitive interface that’s easy to navigate.

In summary, it is a CRM and marketing automation platform tailored for small businesses. It combines contact management, automation, email marketing, and sales tracking to help businesses streamline their processes and enhance customer relationships.

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