This post was most recently updated on January 29th, 2019
Last Updated on 2 years by RichBohn
In-Depth CRM Review
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Chandler, AZ 85286-8415
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CRM Category: Strategic Solution – Cloud
Sub-Category: Contact Manager/Marketing Automation/eCommerce
Seats: Very Small Business/Small Business
Infusionsoft Rebrands as Keap, Launches New Smart Client Management Software for Small Service Businesses
(Chandler, Ariz.– Jan. 29, 2019) Infusionsoft announced today it has rebranded the company as Keap, a name that represents the very essence of the grit and passion small businesses put in each day to keep going, keep serving and keep growing. With the rebrand, comes the launch of a new product, also named Keap, the industry’s first smart client management software built specifically for small businesses in the home, personal and professional service industries. For 17 years Infusionsoft has led the market as the pioneer of CRM and marketing automation software for small businesses. The Keap product launch and company rebrand is a signal the company is expanding to serve a new market.
“We’ll continue to lead the CRM and marketing automation industry with exciting updates coming this year with what we are now calling Infusionsoft by Keap,” says Keap COO Keith Reed. “With the introduction of our new Keap product, we are able to serve an even larger market of small service providers who have been shut out of the benefits of automation because software providers have made it too hard and expensive.”
Targeted at small service providers such as interior design, home repair, fitness or business consulting, Keap is smart client management software that automates repetitive sales and client-related tasks like appointment scheduling, following up on leads/quotes, and collecting payments. It does this by intelligently prompting the user when and how to follow-up with personal and professional communications that progress leads more quickly into more happy clients that refer.
“As part of a multi-year company and product transformation, we set out to better understand how small businesses meet customer demands today,” said Keap CEO Clate Mask. “We discovered small service providers waste time juggling five to seven tools just to book appointments, send communications, provide quotes or collect payments. That is 50 hours a month that could be spent servicing more clients, growing the business or at home with family . As the market leader dedicated to small business success, we knew we had to make this easier.”
Here are some of the top benefits of Keap’s new smart client management software:
Organizes and centralizes all customer information and daily work in one place – From lead to satisfied client and all the follow-up in between, Keap organizes customer information and daily work in one place so it’s connected and organized. A mobile app provides easy, 24/7 access to client information from anywhere.
Frees small businesses from repetitive tasks to save time– Keap’s online appointment scheduling, simple auto-reminders, and personalized follow-up communications give small businesses back their time. No more playing phone or email tag with clients to set up meetings, follow up on proposals or quotes, and chase down late payments.
Helps small businesses provide great service to their clients – Keap’s online tools help small businesses wow clients by making it simple to book appointment times, view or accept personalized quotes, and pay online invoices in seconds with a one-click “pay now” button. Customizable, automated reminders and updates help small businesses and their clients stay informed every step of the way.
The company revealed a new Keap brand identity, visual redesign, logos and a marketing campaign Quiet the Doubters.
Resources used in this release:2018 Infusionsoft Value Outcome Survey
Keap is on a mission to simplify growth for millions of small businesses. For 15 years, Keap has helped small businesses get organized so they can deliver great service and close more business. The company pioneered the CRM and marketing automation category for small business and today serves more than 200,000 users globally with its Infusionsoft and Keap products. Headquartered in Chandler, Arizona with offices in San Francisco and Atlanta, the company is funded by Goldman Sachs, Bain Capital Ventures, Mohr Davidow Ventures, and Signal Peak Ventures. For more information, visit www.keap.com or connect with us on Facebook.
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Rich’s View of Infusionsoft:
On a recent (May 8, 2018) visit to Chandler I had a very nice demo of the new version. As always, I do not write reviews based on demos. I was told that I would get complete access to the new version later this summer (August?) I will write a fully-updated comprehensive review of Infusionsoft at that time. Stay tuned! I can say that I do like the new color scheme though.
I have been covering Infusionsoft for more than ten years now. I have traveled to their headquarters numerous times. I have gotten to know founders Clate Mask and Scott Martineau very well. I have gotten to meet and interact with lots of other folks on the team. Folks who know me, know that I am a drip/nurture marketing fanatic. When I first discovered Infusionsoft, I thought they were making a special contribution to CRM. I even ran my entire business (as a paying customer!) using Infusionsoft for several years. So, I was baffled and shaken when I realized the company had just lost their way. They were still growing rapidly (the venture investors love that!) But they were growing faster than they could effectively manage. At one point, they turned over almost the entire executive team. This was portrayed as a positive side effect of healthy growth. I saw deeper problems. For example, there is still no full time CTO. For more than three years I have been challenging management to tell me just who is managing the development team (in a software company!) I never did get a good answer to this question. Combine these internal issues with the rapidly evolving issues of today’s cloud-based CRM space and ever-expanding new players in the space and you quickly reach a critical situation.
So, what’s a current user or prospective customer to do? If you are doing O.K. with the current version, stick with it. But cross your fingers and pray that the new management team gets things under control as soon as possible. If you are a prospective new customer considering Infusionsoft to grow your own marketing efforts, I can only say proceed with extreme caution.
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Still have questions about Infusionsoft? Just leave a comment below!