Keap

Known as Infusionsoft until early 2019, Keap is a CRM platform provider focused on non-employer SMEs in professional services. Keap has four products in its portfolio to cater to SMEs in different stages of growth: (i) Keap Lite, designed for solo entrepreneurs and new businesses, (ii) Keap Pro, targeted toward growing businesses with customized requirements, (iii) Keap Max, for established businesses and teams, and (iv) Keap Max Classic, designed for advanced ecommerce and sales team needs. Instead of trying to attract all SMEs, Keap is focused on small service providers who need a centralized tool to manage clients, set appointments, generate quotations and bills, and process payments along with lead generation management. Keap’s target customers mainly originate from the professional services industry (i.e., individual consultants, real estate agents, contractors, home repair, fitness companies, and interior designers). Keap’s CRM business automation tools allow users to automate a wide range of repetitive sales and marketing activities such as lead follow-ups and scheduling appointments. Keap’s Zapier integration allows the user to connect over 2,000 third-party apps to trigger automations in Keap more effectively. Keap Pro’s and Keap Max’s customizable ecommerce platform includes integration with payment processors such as PayPal, Stripe, and WePay. It also includes native Shopify integration and checkout forms with numerous features.  In March 2023, the firm acquired Factory , a developer and implementer of marketing automation solutions for SMEs in order to launch a new “coaching plus service” offering.

Key customers and Partnerships

As of January 2021, Keap served 125,000 SME customers and employed 360 staff. 

In July 2022, the firm launched Keap marketplace , a partner ecosystem giving users access to 100+ certified partners covering 25+ industries across a variety of use cases. The firm also claims to have introduced the industries first project matching service which allows users to post a description of the service they need in the Keap Marketplace and receive multiple bids from Keap service partners. 

Funding and financials

The company’s most recent funding was in August 2020, where it raised USD 5 million in debt.