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What is Keap?

Discover how Keap can streamline your operations, automate everyday responsibilities, and enhance your lead conversion. Formerly known as Infusionsoft, Keap serves as a comprehensive CRM solution tailored for small businesses. This platform enables small enterprises to perform their tasks more efficiently and intelligently. By consolidating client details and daily activities into a single location, Keap liberates you from monotonous chores. All your leads, whether recent or established, are easily accessible together. You can retrieve client information anytime, from anywhere, ensuring you never miss a beat. With streamlined scheduling and quoting features, Keap alleviates the stress associated with securing new projects. In addition, you can monitor unpaid invoices and accelerate your payment processes. Build lasting connections by referring friends and enhancing your professional network, all while enjoying the benefits of a well-organized system. The transformation it offers can significantly boost your business's productivity and growth.

What is Ambivo?

Stay organized by effectively managing your appointments and reminders. Enhance engagement with your leads while fostering accountability among your team members. Utilize the power of AI to improve your emails, notes, and interactions with clients. Ambivo stands out as a reliable resource for business owners dedicated to nurturing a thriving environment for their teams. Enjoy the ease of an all-in-one solution that facilitates your operations. Achieve greater success in closing deals with our cutting-edge CRM technology. Make room for more vacations by optimizing your workload through a robust automation system. Refine your business processes and enhance your CRM with our AI-driven empowerment suite. Gain valuable insights into client nurturing, closing deals, and maximizing profits with expert guidance. Streamline communication and automate your tasks with ease. Capture leads efficiently through our customizable widgets. Access essential insights with our versatile reporting tools. Ambivo is the top choice for business owners looking to develop a successful venture for their teams. Moreover, Ambivo provides specialized modules tailored specifically for the real estate and insurance brokerage industries, offering dedicated support for each unique sector. This ensures that your business receives the precise tools and resources it requires to excel.

Media

Media

Integrations Supported

Zapier
Aktify
Ema
Equinox
FAT FINGER
Forcemanager
Higher Logic Thrive
Jotform Sign
Mailchimp
Minoa
Morphic
Motileo
Picreel
Productive Call Assistant
Sales Sling
Shopify
Sniply
TrueMail
VisitorTrack
Xima Cloud Contact Center

Integrations Supported

Zapier

API Availability

API Availability

Has API

Pricing Information

$40 per month
Free Trial Offered?

Pricing Information

$29.99 per month

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Keap

Date Founded

2001

Company Location

United States

Company Website

keap.com

Company Facts

Organization Name

Ambivo

Company Location

United States

Company Website

www.ambivo.com

Categories and Features

Appointment Scheduling

Appointment Reminders
Calendar Sync
Client Database
Mobile Access
Multi-Location
Online Booking
Online Payments

Billing and Invoicing

Contact Database
Customizable Invoices
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing

Campaign Management

Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Contact Management

Contact Database
Contact Import/Export
Interaction Tracking
Lead Management
Sales Pipeline Management
Segmentation
Shared Contacts

CRM

Calendar/Reminder System
Email Marketing
Mobile Access
Segmentation
Task Management
Territory Management

Customer Communications Management

Batch Communications
Content Management
Email Distribution
On-Demand Communications
Personalization
Template Management

eCommerce Marketing

Not specified

Email Marketing

A/B Testing
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Insurance CRM

Not specified

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Nurturing
Lead Segmentation
Pipeline Management

Lead Nurturing

A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Quote-to-Cash

Not specified

Quoting

Catalog Management
Contact Management
Customizable Branding
Discount Management
Pricing Management

Categories and Features

CRM

Not specified

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