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.

KEAP Review and Tutorial with Video

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.
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Lori Ballen is a member of the Amazon Associates Program and earns money from qualifying purchases. Posts contain affiliate links that benefit Lori as well.

After trying many CRM’s and Email marketing software over the last 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.

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.
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.
Screen Shot 2020 09 09 At 6.19.42 Am

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.


Keap and Infusionsoft Alternatives

Pipedrive can help you grow sales, track activity, manage teams, and so much more. Using artificial intelligence, pipedrive helps you automate processes, build sales funnels, analyze essential data, work with teams, and increase sales by targeting key opportunities.
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Pipedrive CRM

Pipedrive can help you grow sales, track activity, manage teams, and so much more. Using artificial intelligence, pipedrive helps you automate processes, build sales funnels, analyze essential data, work with teams, and increase sales by targeting key opportunities.

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About Lori Ballen

I teach bloggers how to grow their blog, and make money through multiple streams of income. From affiliate marketing, to building courses, I share 7 income stream strategies through blogging.

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Hi! I’m Lori Ballen. I help content creators grow and monetize their channels. Are You Ready to Grow? Subscribe to receive my ebooks, video guides, and trainings.

CRM

What is Keap?

Keap is a database program that you can use to manage your clients. Using Keap, you can track your prospects, customers, and more.

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Pipedrive can help you grow sales, track activity, manage teams, and so much more. Using artificial intelligence, pipedrive helps you automate processes, build sales funnels, analyze essential data, work with teams, and increase sales by targeting key opportunities.
CRM

Pipedrive CRM

Pipedrive can help you grow sales, track activity, manage teams, and so much more. Using artificial intelligence, pipedrive helps you automate processes, build sales funnels, analyze essential data, work with teams, and increase sales by targeting key opportunities.

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