KEAP Review and Tutorial with Video

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After trying many CRM’s and Email marketing software over the fast few years, I came back to Infusionsoft, now called KEAP. With KEAP, I can send email broadcasts, manage contacts and communication easily, create marketing automation funnels, collect payments, etc.

Here are just a few of the things you can do with KEAP

1. Simplify the appointment scheduling process using appointments
2. Collect new leads and find new opportunities
3. Organize contacts, and business details 
4. Track daily activities and Processes
5. Manage Follow up Communication
6. Promote and Market Your Business
7. Request and Collect Payments
8. Send and receive texts from your desktop
9. Create and send emails to your contact lists
10. Track every opportunity in your sales pipeline
11. Track every opportunity in your sales pipeline

Getting Started

When you first log into KEAP, you’ll see a getting started button with a light bulb icon. Click the icon to open the getting started page.

This dashboard will guide you through activities that you can do to create more marketing automation with your KEAP CRM.

Collecting New Leads and Finding Opportunities

Lead form setup is easy and only takes a few minutes. When your lead inputs their contact information into a form, you’ll receive a notification via email (and mobile if you are using the Keap mobile app). You can also share your link to your social profiles to launch another lead capture source.

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