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Keap (Infusionsoft) Website Full Guide (2026)

CRM & marketing automation for small business.

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4.3 (AI Aggregated)
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Updated May 26, 2026

screenshot of Keap (Infusionsoft)

Introduction

Keap provides a browser-accessible platform for small businesses to automate their marketing and sales operations. It centralizes lead capture, email nurturing, sales pipeline management, and payment processing, enabling users to build and deploy integrated customer journeys directly from a web interface.

Key Features

Core Capabilities

1

Visual campaign automation canva

2

Email broadcast and sequence composer

3

Contact record management (CRM)

4

Landing page and web form builder

5

Sales pipeline stage tracker

Additional Details

1

Lead scoring rule editor

2

Automated task assignment engine

3

Payment form generator for invoices/subscription

4

Subscription management panel

5

Campaign performance reporting dashboard

Use Cases

For Operations

Automating Lead Nurturing Sequence

A small business owner sets up automated email sequences triggered by web form submissions or specific contact tags, ensuring new leads receive timely, relevant follow-up without manual intervention, directly from the browser-based campaign builder

How to Use Keap (Infusionsoft)

Design an Automated Campaign

Navigate to the 'Campaigns' section in the browser interface. Drag and drop elements onto the visual canvas to define triggers (e.g., web form submission), email sequences, and internal actions (e.g., task creation, tag application) to map out your customer journey

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