What we do
Tools
Industries
Legal & Law FirmsLess admin per case, faster billing, and no missed deadlinesHealthcare & PracticesFewer no-shows, cleaner records and billing that gets paidHome & Field ServicesQuotes out faster, jobs billed the same day, fewer callbacksManufacturingFewer production errors, accurate costing and on-time ordersWholesale & DistributionOrders flow in on their own, with stock numbers you can trustConstruction & ContractorsTighter job costs, faster change orders and subs paid on timeReal Estate & Property MgmtFaster lead response, less paperwork and happier owners and tenantsE-commerce & RetailMore orders shipped right the first time, fewer returns and refundsLogistics & FreightFewer delays, accurate tracking and invoices that go out on timeProfessional ServicesMore billable hours captured, faster onboarding and cleaner invoicesFinancial Services & InsuranceFaster onboarding, fewer compliance gaps and smoother renewalsHospitality & RestaurantsSmoother service, tighter inventory and less wasted laborNonprofitsMore of every dollar goes to the mission, with reporting that takes minutesEducation & TrainingLess admin per student and families who always know where things standAutomotive & DealershipsFaster follow-up, fuller service bays and fewer lost leadsStaffing & RecruitingFaster placements, error-free payroll and quicker client invoicing
Department
OperationsYou see the inefficiency every day. We build the systems that make it go away.SalesEverything your reps need, right inside the CRM. More time selling, less time searching.FinanceStop chasing data across systems. Your accounting connected to everything else.Customer ExperienceSelf-service portals so customers help themselves, on their own time.MarketingKnow who is engaging, who is at risk and where the opportunities are.Supply ChainOrders, suppliers, stock and shipments in sync, so you see problems before your customers do.WarehousePicks, packs and stock counts that update every system without anyone retyping them.HR & PeopleHiring, onboarding and payroll data moving between systems, so your people team stops chasing forms.ProcurementRequests, approvals and purchase orders that route themselves and match what was actually bought.
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Home/Keap

Keap automates your follow-up. What about everything around it?

Keap, formerly Infusionsoft, is an all-in-one CRM, marketing automation, and invoicing platform built for small businesses, consultants, and course creators who want pipeline, email campaigns, and payments under one login. It's genuinely strong at running campaigns inside itself. It wasn't built to talk to your scheduling tool, your accounting system, or whatever else your business runs outside Keap. We build the connections that let Keap's automation react to what's actually happening in the rest of your stack.

Where Keap stops

Strong at campaigns inside Keap, but scheduling, accounting and the rest of your business sit outside it.

Got a Keap problem? Let's solve it →

What We Build on Top of Keap

01

Bring the rest of your business in

Keap's campaign builder is strong, but it only acts on what's already inside Keap.

  • Appointments booked in your scheduling tool trigger the right Keap campaign automatically, instead of someone manually tagging the contact after the fact
  • Payment and invoice status from QuickBooks or another accounting system, visible on the contact record, so you're not asking finance whether someone's actually paid
  • Course or membership platform activity, a module completed, a program finished, feeding back into Keap so the next campaign step fires on real behavior instead of a guess
02

Automate the handoffs Keap can't see on its own

The native automation is built for sequences inside Keap. We build the logic that checks something external first.

  • A lead only gets tagged "hot" after checking order history or support activity somewhere else, not just a form fill
  • An invoice or payment plan in Keap updates automatically when a payment posts through a processor Keap isn't directly watching
  • A contract signed outside Keap, through a separate e-signature tool, kicks off the matching Keap campaign the moment it's signed
03

If you're still partly on Infusionsoft-era setups

A lot of Keap accounts carry years of Infusionsoft-era campaigns and custom fields. We work with what's actually there.

  • Untangling old Infusionsoft automation nobody fully remembers building, so it does what the business needs now, not what it needed years ago
  • Connecting Keap to tools that didn't exist when the account was first set up, without starting the CRM over from scratch
One of our recent projects

Boutique Coaching Business

One founder, two client-facing staff, running Keap for CRM and email campaigns, a separate scheduling tool, and QuickBooks for invoicing.

The problemA prospect books a discovery call through the scheduling tool. Keap has no idea it happened until someone manually tags the contact and starts the right nurture campaign, sometimes a day or two later. After the call, if they sign on, someone manually builds the invoice in QuickBooks and sets up the payment-plan campaign in Keap by hand, hoping the two match.

Booking the call tags the contact and starts the right campaign in Keap the moment it's scheduled, not whenever someone remembers. Signing on triggers the QuickBooks invoice and the matching Keap payment-plan sequence together, so the campaign a client sees always matches what they actually agreed to pay.
Fix mine →See how we work with QuickBooks

More on Keap

What we build on top of specific parts of Keap.

Keap APIKeap IntegrationsKeap Campaign BuilderKeap Landing Pages
Let's talk

Running your business on Keap and still bridging it to everything else yourself?

Tell us what Keap doesn't know about right now, a booking, a payment, a signed contract, anything happening outside it. We'll map out what can feed back into your campaigns automatically. And if Keap itself isn't where the real friction is, that's fine too, we automate whatever's manual in your business, not just the CRM.

Let's talk →

Questions people ask

What is Keap?

Keap is an all-in-one CRM, email and SMS marketing automation, and invoicing platform aimed at small businesses, solo consultants, and course creators. It combines a sales pipeline with built-in campaign automation and payment collection in one product, instead of stitching those together from separate tools.

Is Keap the same as Infusionsoft?

Yes. Infusionsoft rebranded to Keap in 2019, and the two names refer to the same company and, broadly, the same underlying platform, which is why you'll still see both names in search results, reviews, and sometimes inside an older account's own settings.

How much does Keap cost?

Keap prices in tiers based on how many contacts you store and which features, like advanced automation or an added e-commerce module, you need, with cost rising as your contact list and feature needs grow. Keap updates its plans periodically, so check its current pricing page rather than a number that might be out of date.

What are good alternatives to Keap?

HubSpot and ActiveCampaign are the two that come up most often in the same conversation, usually because someone's comparing price, ease of use, or how deep the marketing automation goes. We don't sell or recommend any CRM over another, we build automation on top of whichever one a business is already running.

Does Keap integrate with other business tools?

Yes, through Keap's own app marketplace and a public API, though native connections only cover the more common pairings. For anything more specific, how a booking tool, a payment processor, or an internal system should actually talk to Keap, that's custom integration work, which is what we build.

Let's talk

Tell us the one thing your team does manually that eats up time. We read every message and reply within a day.