Infusionsoft by Keap Software

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Infusionsoft by Keap is a robust all-in-one CRM and automation platform tailored for small and growing businesses. It merges deep contact management, marketing automation, sales pipeline, payments and scheduling into a unified system.

Overview

Infusionsoft by Keap brings together customer relationship management (CRM), marketing automation (including email/SMS), lead capture, payment processing, appointment scheduling and sales pipeline functionalities in one centralized interface. It’s designed for business owners who want to automate tasks across sales, marketing and operations without cobbling together multiple standalone tools. With pricing tied to contacts and users rather than feature tiers, it provides access to the full platform from the start.
Pricing begins around US $249/month (billed annually) for 1,500 contacts and 2 users.
If billed monthly, the starting cost is about US $299/month.

What Is the Infusionsoft by Keap software?

Infusionsoft by Keap is a cloud-based platform that acts as a centralized system for managing leads, contacts, customer interactions, marketing workflows, sales pipelines, payments and business tasks. Think of it as the “command center” for small businesses: you capture a lead, automate follow-up, schedule an appointment, send an invoice, and track progress—all from the same environment. It targets businesses that want more than simple email marketing—they want growth automation backed by CRM and sales operations.

Key Features of Infusionsoft by Keap

• Unified CRM: Maintain contact records, interaction history, segmentation and tags all in one place.
• Marketing & automation: Build workflows incorporating email, SMS, forms, tags and triggers to automate follow-ups.
• Sales pipeline & payments: Manage leads through sales stages, create invoices/quotes and accept payments without leaving the system.
• Lead capture & landing pages: Use forms and landing pages to bring in leads, feed them into automation and sales workflows.
• Scalability by contacts/users: The pricing model is driven by how many contacts you store and how many users access the system—not by feature unlocks.
• Strong ecosystem & support: Resources like onboarding, migration help and strategy templates help businesses get value sooner.

Who Should Use Infusionsoft by Keap?

Infusionsoft by Keap is best for:

• Small businesses (service-based, agencies, consultants) that are ready to scale and want automation + CRM + sales + payments in one platform.
• Teams who currently use multiple tools (e.g., CRM, email marketing, payments) and want to consolidate into a single system.
• Businesses that have a growing contact base and multiple users and want to apply structured automation to reduce manual tasks.
  It might be less ideal for:
• Solo entrepreneurs or micro-businesses who primarily need simple email marketing and are extremely budget-sensitive.
• Businesses that won’t use the full breadth of features (CRM + payments + scheduling) and so may pay for capabilities they don’t leverage.

Pricing & Plans

Pros & Cons of Infusionsoft by Keap

Final Verdict

Infusionsoft by Keap is a compelling choice if you’re a small or medium business ready to invest in the future of your sales and marketing infrastructure. You’ll benefit most if you’ll fully utilize CRM, automation, payments and scheduling all together. If you’re on a tighter budget, mainly need email marketing, or expect contact list growth to be slow, you might want to evaluate whether the upfront cost aligns with your return.

FAQs About Infusionsoft by Keap