Keap, formerly known as Infusionsoft, combines CRM with advanced marketing automation and e-commerce capabilities in a single platform. It is designed for established small businesses that want to automate their entire ‘lead-to-sale’ journey through personalized client communications. The platform excels at managing appointments, sending professional quotes, and following up on invoices automatically. By using Keap, business owners can provide a consistent, high-touch customer experience without increasing their manual workload.