n-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.
What We Build on Top of Keap
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
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
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
A Real-World Scenario: Boutique Coaching Business
One founder, two client-facing staff, running Keap for CRM and email campaigns, a separate scheduling tool, and QuickBooks for invoicing.
Before
A 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.
After
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.
More on Keap
Deeper write-ups on specific parts of Keap and what we build around each one.
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