Infusionsoft by Keap

Getting Started

Learn how to navigate Keap

Dashboard

Manage your home page dashboard

Contacts

Add and manage contacts

Messages

Send SMS and MMS messages

Appointments

Create and manage appointments

Money

Create quotes & invoices

Pipeline (Pro)

Build a sales pipeline

Broadcasts

Send an email broadcast

Campaigns (Pro)

Build marketing & sales automation

Reports (Pro)

Take action with Keap reports

Keap Mobile

Install the Keap Mobile app

WordPress

Connect Keap to WordPress

Settings

Set up a merchant account