Keap (formerly Infusionsoft) combines CRM, sales, marketing automation, payment, and scheduling tools into one platform, tailored for small businesses. Its visual, drag-and-drop automation builder lets users create workflows for lead capture, nurturing, appointment reminders, invoices, and follow‑ups.

With deep contact records, tagging, segmentation, and lead scoring, Keap helps automate customer journeys and prioritize follow‑up. It integrates with thousands of tools through Zapier, and supports direct payment tools like PayPal and Stripe.