Keap Review

Keap (formerly known as Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation and ecommerce capabilities in a single suite. Users can segment contacts, track customer interactions, send emails, as well as run campaigns with custom communication triggers based on email opens, clicks and more. Users can also manage ecommerce, inventory management, payment and purchase fulfillment, set up online shopping carts, monitor digital store activity, and send quotes, invoices and receipts. The system’s reporting and analysis tools help perform analysis on metrics such as email, campaign performance and ROI data.

KEAP – TUTORIAL

Let’s look at how to create reports with this landing page creation software:

KEAP – FEATURES

• CRM: all your client information, accessible on all your devices
• Sales & marketing automation: emails, and other marketing actions are triggered by client action
• Sales Pipeline: visual dashboard to easily track your sales process
• Ecommerce & payments: easily sell online and collect payments
• Reporting & analytics: know what’s working and where to focus your time
• Appointments: clients book time based on your availability
• Email marketing: easy-to-setup email automations and templates
• Mobile App: a dedicated business phone line, SMS & email to stay connected
• Integrations: connect your data with hundreds of apps