Keap: The #1 Best AIO Solution for SMBs


When running a small business, managing customer relationships is essential. As a small business owner, you must keep track of your customers, their interests, and their purchases. This is where a customer relationship management (CRM) tool comes in handy. One such CRM tool that stands out from the rest is Keap, previously known as Infusionsoft.

Keap is a cloud-based CRM and marketing automation software for small businesses. It has been around since 2001 and has helped many small businesses streamline their customer management processes.

Keap Certified Partner Image
Full disclosure, I am a Keap Certified Partner

Here are some reasons why Keap is the best CRM for small businesses:

  1. User-Friendly Interface

One of the most significant advantages of Keap is its user-friendly interface. The software is easy to navigate, and you don’t need any technical skills. The dashboard provides a comprehensive overview of all your customer information, including contact details, purchase history, and communication history. This allows you to track the progress of your customers quickly and efficiently.

  1. Customizable Workflows

Keap offers customizable workflows that enable you to automate your sales and marketing processes. You can create targeted campaigns based on customer behavior and interests, and the software will automatically send personalized messages to your customers. This saves you time and effort and ensures that your messages are relevant to your customers.

  1. Marketing Automation

Marketing automation is a powerful feature of Keap that allows you to create targeted campaigns that drive sales. You can create personalized email campaigns, automated follow-ups, and landing pages to capture leads. With Keap, you can also track the success of your campaigns and adjust them as necessary.

  1. Sales Pipeline Management

Keap offers an excellent sales pipeline management feature that lets you track your sales opportunities. You can track leads, sales, and follow-up tasks to ensure you follow up with the right people at the right time. This helps you close more deals and keep track of your sales goals.

  1. Customer Support

Keap offers excellent customer support. You can contact the support team through phone, email, or chat, and they’ll respond promptly to your queries. The support team is knowledgeable and helpful and will guide you through any issues.

In conclusion, Keap is an excellent CRM tool for small businesses. It offers a user-friendly interface, customizable workflows, marketing automation, sales pipeline management, and excellent customer support. With Keap, you can streamline your customer management processes, automate your sales and marketing processes, and improve overall productivity. If you’re a small business owner looking for an all-in-one CRM tool, Keap is worth considering.

In this digital age, businesses need access to as many helpful apps as possible. Small businesses especially need every tool at their fingertips. Many small businesses are still hesitant about implementing new technologies, but they can become more effective quickly with the proper support and assistance. We live in a world with an app or website solution for almost anything you can imagine. There are so many different business apps that it could be challenging to know which ones are the best for your company. So we compiled a list of the top 5 business apps that will make your life easier. The tools mentioned below can either be integrated with Keap or are need not because Keap has that feature – Keap! Keep reading for more information!


With more than 500 million users worldwide, Dropbox is a cloud-based file hosting service that allows you to easily store, share, and manage all your files. You can create different folders and invite your team members to view or edit specific files. This is an excellent app for small businesses that don’t have a file server to manage their data because it gives you the same functionality. Dropbox can also be used as a virtual data room for secure collaboration on documents. It’s highly recommended for businesses that often exchange large files with their partners, such as architects, designers, and contractors. Another benefit of Dropbox is that its free version is very generous, allowing users to store up to 18 GB of data.


MailChimp is a marketing automation tool that you can use to create and manage email marketing campaigns. It’s an excellent solution for businesses with a low marketing budget since it’s completely free for up to 2000 subscribers. Another great feature is the ability to create different email templates to send a message to your list of subscribers quickly. You can also use MailChimp to create a compelling subscriber newsletter or send transactional emails such as order confirmations. This app also has a good reputation for its easy-to-use interface, helpful documentation, and tutorials. If your business has an email marketing plan, using an app like MailChimp is a good idea because it will help you save time, avoid common marketing mistakes, and maximize your email marketing ROI.


If you run a small business, you understand how easily you can become overwhelmed by the sheer amount of daily information you have to manage. There are meetings and tasks to keep track of, receipts to keep, and documents to review. Evernote is a business app that can help you stay organized, focused, and productive by providing various tools and features that can be used offline and online. Evernote has apps for almost all platforms, including Windows, Mac, iOS, Android, and the web. If you’re looking for a way to stay organized and productive, then Evernote is an excellent app to try. It has various features that can help you accomplish many different tasks.


FreshBooks is an accounting software designed specifically for small businesses. It can be used as an all-in-one solution for managing your finances, tracking your time, and sending invoices. If your small business has multiple people working on projects, you can also use FreshBooks to assign employee tasks. You can track your sales, expenses, and employees’ work hours from a single dashboard, which makes it easier to manage your company’s finances. FreshBooks is a good choice for businesses that want to automate their accounting processes using software but don’t have a big budget.

Google Apps

Google Apps is a cloud-based collaboration suite that includes communication, storage, and productivity tools. Some of the most popular apps in the suite are Gmail for email, Google Calendar for scheduling meetings and appointments, Google Drive for file hosting, and Google Hangouts for video calls. Google Apps is a popular choice among businesses because it offers many valuable features that can help you improve productivity and create a more efficient workflow. There are different plans to choose from depending on the size of your company and the features you need.

Quickbooks Online

Quickbooks Online is a cloud-based accounting software designed to help you manage your company’s finances. This app can track your business expenses, stay on top of your revenue, and prepare your tax reports. There are also integrations with many popular business apps like Shopify, FreshBooks, and Square Cash, so you can easily import your data and avoid data entry. Quickbooks Online is a good choice for small businesses that want to automate their accounting processes using the software.

Microsoft 365

Microsoft 365 is a collaboration tool that includes Office 365, Windows 10, and more. It has apps for all major platforms, including iOS, Android, Windows, and MacOS. You can use Microsoft 365 to collaborate with your team members on projects, manage appointments and tasks, and access important documents. Microsoft 365 is a good solution for small businesses that want to use modern collaboration tools like Office 365 and Teams. You can track your team’s progress, create and manage projects, and organize your workflow efficiently.


Stripe is a payment processing tool that lets you accept credit card payments on your website. It supports Apple Pay, Venmo, Bitcoin, and other payment methods. Stripe can accept payments for digital goods, products, services, and subscription-based businesses. Although Stripe is primarily used as a payment solution, it also has a customer support feature that allows you to respond to customer inquiries and manage your orders. It’s a good choice for small businesses that want to start accepting online payments on their website.

Zoom Video Conferencing

Zoom is a video conferencing solution that allows you to host online meetings and webinars. You can invite up to 50 users at a time and create unlimited meeting rooms. Zoom is a good solution for business owners who want to conduct live meetings with their team members and clients. You can download the app for iOS and Android to access your account from your smartphone. Zoom also has desktop apps for Windows and MacOS, so you can start a call from your computer. Zoom has a free plan that allows you to host up to 10 meetings a month. If you want to upgrade your account, you can choose between two paid plans – Standard and.


Keap is the best all-in-one solution for small businesses that want to improve their customer service and marketing efforts with the help of business apps. You can use Keap to send automated messages to your customers, sell more products with marketing automation, track your team’s progress with project management tools, and manage your finances with accounting software. Now that you know the best business apps, what are you waiting for? Start using these tools to improve your company’s productivity.



You may also like

Subscribe to our newsletter now!