Keap consultants

Keap (formerly Infusionsoft) is a CRM and marketing automation platform designed for small businesses. It combines contact management, email marketing, appointment scheduling, invoicing, and sales pipeline tracking in one system. The problem is that Keap works best when it’s connected to the rest of your tools — and most businesses leave it operating in isolation.

When Keap sits disconnected from your other systems, data gets stuck. Leads from your website don’t reach Keap quickly enough, follow-ups depend on someone remembering to check the pipeline, and contact information drifts out of sync across your tools. Business automation fixes this by wiring Keap into your broader operations.

Automations we commonly build with Keap:

• Syncing new leads from web forms, landing pages, and ad platforms into Keap instantly
• Triggering personalised follow-up sequences based on contact behaviour
• Pushing invoice and payment data between Keap and accounting systems
• Updating contact records in Keap when data changes in other platforms
• Routing hot leads to sales reps with real-time notifications

Keap’s built-in automation is decent for basic email sequences, but it hits a wall when you need to coordinate actions across multiple systems. That’s where external system integrations and sales automation workflows come in — extending Keap’s reach beyond its native capabilities.

Our AI consulting team helps small businesses and agencies get more from their Keap investment by integrating it with the tools they already use. The result is a CRM that actually reflects reality — contacts are current, follow-ups happen on time, and data flows where it needs to go without manual effort.