Keap (formerly Infusionsoft) is a SaaS platform designed for small businesses that want a single system to handle their CRM (customer relationship management), marketing automation, sales pipelines and payment/invoicing workflows.
If you’re juggling separate tools for email marketing, contact lists, sales follow-up and invoices, Keap aims to consolidate all of that. For a founder, marketer or small team it means fewer integrations, less manual data-entry, and the chance to automate repetitive tasks (follow-ups, appointments, payments) so you focus more on growth and less on admin.
You import or capture contacts, define pipelines (e.g., lead → proposal → close), build workflows (e.g., “when contact fills form → send email → assign task”), and set up payments or invoices all within the system. It offers drag-and-drop automation builders, templates, integrated calendar/appointment tools, email/text campaigns, and payment tools.
