Keap consultants
We can help you automate your business with Keap and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Keap.
About Keap
Keap is a comprehensive customer relationship management (CRM) and marketing automation platform designed for small businesses. It offers a suite of tools to help entrepreneurs and small business owners streamline their operations, manage customer relationships, and automate marketing efforts. Keap provides features such as contact management, email marketing, invoicing, payment processing, and sales pipeline tracking. The platform aims to simplify business processes, allowing users to focus on growing their business rather than getting bogged down in administrative tasks. Keap’s automation capabilities enable businesses to create personalized customer experiences, nurture leads, and improve overall efficiency. Originally known as Infusionsoft, the company rebranded to Keap in 2019, offering both its flagship product and a simpler version for smaller businesses. With its user-friendly interface and robust feature set, Keap has become a popular choice for entrepreneurs looking to scale their operations and improve customer engagement.
Keap FAQs
Frequently Asked Questions
Common questions about how Keap consultants can help with integration and implementation
How can Keap be integrated into our existing systems and workflows?
Is it possible to use AI agents to automate how we interact with Keap?
What are common use cases for integrating Keap in larger digital ecosystems?
Can Keap be part of an end-to-end automated workflow across multiple departments?
What role can AI play when integrating Keap into our operations?
What are the key challenges to watch for when integrating Keap?
How it works
We work hand-in-hand with you to implement Keap
As Keap consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Keap with integrate and automate 800+ tools.
Step 1
Process Audit
Our consultants conduct a thorough review of your existing customer relationship management and marketing processes. We analyse your current tools, communication workflows, sales pipelines, and payment systems to establish a clear baseline. This comprehensive audit helps identify operational bottlenecks and areas where Keap can deliver the most significant impact.
Step 2
Identify Automation Opportunities
Working closely with your team, we map out specific automation opportunities within your customer journey. We evaluate lead capture, nurture sequences, sales follow-ups, and payment processing to determine where Keap’s automation features can streamline operations and enhance customer experience, providing measurable efficiency gains.
Step 3
Design Workflows
Our specialists create detailed workflow designs that leverage Keap’s powerful automation capabilities. We develop custom sequences for lead nurturing, sales pipeline management, and customer communication that align with your business objectives. Each workflow is optimised for engagement and conversion while maintaining personalised customer interactions.
Step 4
Implementation
Our technical team executes the planned implementation, carefully migrating your existing data into Keap and configuring your customised automation workflows. We set up essential integrations, establish payment processing systems, and implement email marketing templates while ensuring minimal disruption to your ongoing operations.
Step 5
Quality Assurance Review
We conduct comprehensive testing of all implemented features, including automated sequences, payment processing, and communication workflows. Our QA specialists verify data accuracy, test trigger conditions, and ensure proper integration with existing systems. We also validate that all automation rules align with your business logic and compliance requirements.
Step 6
Support and Maintenance
Post-implementation, we provide ongoing support to ensure your Keap system continues to deliver optimal results. Our team monitors automation performance, assists with refinements based on business feedback, and provides regular system health checks. We also offer training sessions to help your team maximise the platform’s capabilities.
Transform your business with Keap
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Keap consultation.