Keap Pro from Keap (formerly Infusionsoft)

Sales and marketing automation platform with CRM, email marketing, and client management tools. Financial advisors can automate client follow-ups, create nurture campaigns, manage appointments, and track client interactions in a centralized system.

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More about Keap (formerly Infusionsoft)

Product analysis by function

Marketing Automation Systems for Business Development and Marketing

Platforms that enable targeted digital marketing campaigns, drip email programs, content distribution, and lead nurturing for prospective clients with compliance-approved materials.
More Marketing Automation Systems More Business Development and Marketing ...

Lead Management
(0 Yes /0 Known /11 Possible features)

Campaign Management
(0 Yes /0 Known /12 Possible features)

Email Marketing
(0 Yes /0 Known /10 Possible features)

Workflow & Automation
(0 Yes /0 Known /9 Possible features)

Integration Capabilities
(0 Yes /0 Known /8 Possible features)

Compliance & Security
(0 Yes /0 Known /9 Possible features)

Analytics & Reporting
(0 Yes /0 Known /9 Possible features)

Client Engagement Tracking
(0 Yes /0 Known /7 Possible features)

Content Management
(0 Yes /0 Known /7 Possible features)

User Experience & Accessibility
(0 Yes /0 Known /7 Possible features)

Scalability & Performance
(0 Yes /0 Known /7 Possible features)

Lead Management Software for Business Development and Marketing

Tools for capturing, qualifying, tracking, and converting prospective client leads through the sales pipeline, with integration to CRM systems and marketing platforms.
More Lead Management Software More Business Development and Marketing ...

Contact & Lead Management
(0 Yes /0 Known /14 Possible features)

Pipeline & Opportunity Management
(0 Yes /0 Known /12 Possible features)

Integration Capabilities
(0 Yes /0 Known /11 Possible features)

Automation & Workflow Management
(0 Yes /0 Known /10 Possible features)

Communication & Engagement Tools
(0 Yes /0 Known /9 Possible features)

Analytics & Reporting
(0 Yes /0 Known /10 Possible features)

Data Security & Compliance
(0 Yes /0 Known /11 Possible features)

Mobile & Remote Accessibility
(0 Yes /0 Known /7 Possible features)

Customization & Usability
(0 Yes /0 Known /7 Possible features)

Onboarding, Support & Training
(0 Yes /0 Known /8 Possible features)

Pricing & Scalability
(0 Yes /0 Known /8 Possible features)

Compare

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Lead Capture Forms Customizable web forms to capture lead information directly into the system.		No information available
Lead Scoring Assigns scores to leads based on engagement or quality criteria.		No information available
Lead Segmentation Ability to group leads for targeted communications based on attributes and behaviors.		No information available
Automated Lead Assignment Automatically routes leads to appropriate sales or advisory staff.		No information available
Duplicate Detection Identifies and manages duplicate lead entries.		No information available
Lead Enrichment Automatically adds supplemental data to lead profiles (e.g., financial background, demographics).		No information available
Import/Export Leads Bulk import and export of lead data in various formats (CSV, Excel, etc).		No information available
Number of Leads Supported Maximum volume of leads the system can manage.		No information available
Real-Time Lead Notifications Instant alerts when new leads are captured.		No information available
Lead Source Tracking Tracks where and how a lead originated.		No information available
Custom Lead Fields Ability to define custom data fields for unique attributes.		No information available

Multi-Channel Campaigns Support for email, SMS, social media, and other channels.		No information available
Personalization/Tokenization Dynamic insertion of personal or firm-specific info into campaign content.		No information available
Template Library Ready-made templates for common campaign types.		No information available
A/B Testing Ability to test multiple variations of campaign elements.		No information available
Campaign Scheduling Plan and schedule in advance when campaigns are delivered.		No information available
Drip Campaign Automation Automated delivery of campaign sequences based on time or user actions.		No information available
Event-Based Triggers Launch or alter campaigns based on client behaviors (e.g., website visit).		No information available
Contact List Management Organize and maintain campaign recipient lists.		No information available
Campaign Performance Analytics Detailed reporting on campaign results and engagement.		No information available
Unsubscribe/List Hygiene Tools Managing opt-outs and keeping the email list current.		No information available
Number of Concurrent Campaigns Maximum campaigns that can run simultaneously.		No information available
Approval Workflows Campaign content and flow requires approval from designated team members or compliance.		No information available

Rich Email Editor Drag-and-drop or WYSIWYG editor for email creation.		No information available
Responsive Email Design Templates and previews optimized for mobile and desktop.		No information available
Deliverability Tools Built-in checks to maximize inbox placement and sender reputation.		No information available
Bounce Management Automatic handling of hard/soft bounces and removal from future sends.		No information available
Open/Click Tracking Monitor who opens or clicks emails.		No information available
Email Throttling Controls volume/rate of outbound emails to avoid spam filters.		No information available
SPF/DKIM/DMARC Authentication Supports modern email authentication standards.		No information available
Dynamic Content Blocks Conditional display of email sections based on user data.		No information available
Send Time Optimization Automatic selection of optimal send times for highest engagement.		No information available
Email Previews Preview how email appears across devices and clients.		No information available

Workflow Builder Visual design tool to create and modify automations and sequences.		No information available
Conditional Logic Branch automations based on user actions, profile data, or events.		No information available
Task Assignment Automatically assigns follow-ups or next actions to team members.		No information available
Internal Notifications Triggers for staff via email, SMS, or in-app alerts.		No information available
External Triggers Initiate automations based on events in other apps (via integration).		No information available
Delay and Wait Steps Ability to specify time delays or wait for completion before advancing.		No information available
Re-usable Workflow Templates Pre-built automation flows for common use cases (e.g., onboarding).		No information available
Error Handling Options to manage failures in automations (e.g., fallback steps).		No information available
Workflow Reporting Analytics to monitor and optimize automation effectiveness.		No information available

CRM Integration Native or API connections to customer relationship management platforms.		No information available
Calendar Integration Integration with calendaring tools such as Outlook or Google Calendar.		No information available
Custodian/Portfolio Platform Integration Direct connection to financial data or portfolio management systems.		No information available
Contact Synchronization Two-way sync with contact books or directories.		No information available
API Availability Public or partner APIs to support customization and other integrations.		No information available
Webhooks Real-time event-driven integrations with external systems.		No information available
Zapier/Connector Support Works with integration platforms for non-technical automation.		No information available
Number of Supported Integrations Quantity of third-party tools with available native integrations.		No information available

FINRA/SEC/GDPR Compliance Tools Support for major financial and privacy regulations (logging, archiving, disclosures).		No information available
Role-Based Access Controls Granular controls for user access to features and data.		No information available
Audit Trail Comprehensive log of all changes and user actions.		No information available
Data Encryption Encryption in transit and at rest for all sensitive data.		No information available
User Authentication Multi-factor authentication and secure login options.		No information available
Data Retention Policies Controls over how long data is stored or archived.		No information available
Secure Data Export Options for encrypted download of client or marketing data.		No information available
Consent Management Tools to track and manage user marketing preferences and consent.		No information available
Anonymization/Pseudonymization Tools Ability to depersonalize data when required for compliance.		No information available

Customizable Dashboards User-defined dashboards for quick overview of KPIs.		No information available
Real-Time Analytics Live reporting on activities, leads, and campaigns.		No information available
Attribution Reporting Tracks which touchpoints drive conversions.		No information available
Funnel Analysis Visualizes where leads drop off and progress through stages.		No information available
ROI Calculation Shows financial return for each campaign and channel.		No information available
Scheduled Report Delivery Automated distribution of reports to stakeholders.		No information available
Exportable Reports Downloadable in common formats (PDF, CSV, XLS).		No information available
Custom Report Builder Flexible creator for ad hoc or bespoke reports.		No information available
Number of Standard Reports Quantity of built-in, ready-to-use reports.		No information available

Interaction History Chronological log of all communications and meetings.		No information available
Website Activity Tracking Tracks prospect/client visits and behaviors on firm sites.		No information available
Event Attendance Tracking Monitors registration and participation in webinars, seminars, etc.		No information available
Survey/Feedback Tools Collects client satisfaction or NPS scores.		No information available
Document Engagement Analytics Tracks when client-facing documents are opened or read.		No information available
Communication Frequency Analytics Monitors how often clients are contacted.		No information available
Time to Initial Response Average response time from lead inquiry to first contact.		No information available

Content Library Central repository for marketing collateral, templates, disclosures, etc.		No information available
Version Control Tracks changes and access to documents over time.		No information available
Approval Workflows Content must be reviewed/approved before use.		No information available
Search and Tagging Quickly locate and filter content by tags, categories, keywords.		No information available
Personalized Content Distribution Delivers specific content to target segments or individuals.		No information available
Integration with Client Portals Ability to publish or share content directly to portals.		No information available
Content Expiry/Retention Settings Automatic management and archiving of outdated content.		No information available

Mobile App Availability Is there a native mobile application for advisers and/or clients?		No information available
Browser Compatibility Works on all major browsers without loss of functionality.		No information available
Customizable User Interface Users can adapt layout, dashboards, and key settings.		No information available
Accessibility Compliance Supports standards for screen readers and accessible navigation.		No information available
Multi-Language Support User interface and communications available in various languages.		No information available
User Training Resources Guides, videos, or embedded help for staff onboarding.		No information available
System Uptime Average percentage of time system is available during a year.		No information available

Concurrent User Capacity Maximum number of users that can be active at the same time.		No information available
Bulk Data Handling Support for large lists, imports, and batch campaign actions.		No information available
Cloud Hosting Is the platform hosted in a scalable cloud environment?		No information available
Performance SLAs Documented guarantees on speed and reliability.		No information available
Auto-Scaling Infrastructure System can dynamically expand resources based on usage.		No information available
Data Storage Limit Maximum size of data that can be stored.		No information available
API Call Rate Limit Maximum API calls supported per second/minute.		No information available

Lead Capture Automation Automatically imports leads from multiple sources (website forms, email, social media, etc.).		No information available
Contact Database Capacity Maximum number of contacts or leads the system can manage.		No information available
Duplicate Detection Ability to detect and merge duplicate leads or contacts.		No information available
Custom Fields Allows creation and editing of custom data fields for contacts/leads.		No information available
Lead Assignment Rules Rules to automatically assign leads to specific users, teams, or workflows.		No information available
Bulk Import/Export Enables bulk uploading or exporting of contacts/leads via CSV or other formats.		No information available
Lead Segmentation Ability to categorize leads by region, value, source, or other attributes.		No information available
Activity Timeline Comprehensive timeline of all lead-related activities and interactions.		No information available
Contact History Tracking Tracks history and status changes for each contact.		No information available
Relationship Mapping Visualizes and tracks relationships between contacts/organizations.		No information available
Lead Notes & Comments Log notes and comments on individual leads or contacts.		No information available
Merge & Deduplicate Leads Supports merging and cleaning up duplicate leads.		No information available
Tagging & Labeling Ability to tag or label contacts for easy organization and retrieval.		No information available
Smart Search Provides intelligent search functionality within contact and lead records.		No information available

Customizable Pipelines Allows creation and configuration of sales/pipeline stages.		No information available
Multiple Pipelines Support Enables managing multiple sales processes or pipelines simultaneously.		No information available
Opportunity Tracking Tracks individual deals or opportunities, with value and forecast probability.		No information available
Pipeline Visualization Provides visual tools (e.g., Kanban) for viewing pipeline status and progress.		No information available
Stage Automation Automates movement between pipeline stages based on criteria.		No information available
Deal Value Forecasting Calculates expected value and win probability of pipeline opportunities.		No information available
Historical Pipeline Analytics Provides insights and analytics over past pipeline activity.		No information available
Deal Age Tracking Tracks how long each opportunity spends at each stage.		No information available
Lost/Won Deal Analysis Allows analysis of reasons for won or lost deals.		No information available
Customizable Opportunity Fields Supports additional data fields for opportunities in the pipeline.		No information available
Linked Contacts & Accounts Connects pipeline opportunities to relevant contacts and organizations.		No information available
Activity Reminders Automated reminders for follow-ups and tasks within the pipeline.		No information available

CRM Integration Ability to integrate natively or via API with CRM platforms (e.g., Salesforce).		No information available
Email Integration Syncs with email platforms (Gmail, Outlook) for communication tracking.		No information available
Calendar Integration Connects with calendar apps for meeting scheduling and reminders.		No information available
Marketing Automation Integration Connects with marketing automation platforms (e.g., HubSpot, Marketo).		No information available
Social Media Integration Imports leads from and tracks interactions on social media platforms.		No information available
Financial Platform Integration Connects with financial planning, portfolio management, or advisory systems.		No information available
API Accessibility Provides open API for custom integrations.		No information available
Webhooks Support Able to send real-time data to external applications via webhooks.		No information available
Data Import/Export Tools Supports data transfer between systems via standard files (CSV, XLSX, etc.).		No information available
Mobile Application Integration Synchronizes data and workflow with mobile apps.		No information available
Phone/VoIP Integration Logs and tracks calls through VoIP or telephony integration.		No information available

Workflow Automation Builder Visual tool for creating automated workflows and triggers.		No information available
Scheduled Reminders Automated reminders for follow-ups, renewals, or scheduled activities.		No information available
Drip Marketing Campaigns Automates nurturing campaigns with sequences of communications.		No information available
Task Automation Automatically creates tasks based on lead actions or criteria.		No information available
Conditional Logic Automation Processes actions based on IF/THEN logic set by users.		No information available
Notifications Automated notifications for team or individual activities.		No information available
Lead Scoring Automation Automatically scores leads based on behavior and engagement.		No information available
Approval Workflows Routes deals, tasks, or leads for managerial approval based on rules.		No information available
SLA Management Tracks and enforces service-level agreements with automated escalations.		No information available
Automated Data Entry Uses AI or templates to suggest or auto-fill records.		No information available

Free Trial Availability Offers a free trial for a certain period or user limit.		No information available
Flexible Pricing Plans Provides multiple subscription or licensing options.		No information available
User Scalability Maximum number of user seats supported per account.		No information available
Storage Scalability Maximum data storage supported per account.		No information available
Usage-Based Pricing Option to pay based on usage (contacts, emails, storage, etc.).		No information available
No Long-Term Contract Subscription can be canceled at any time without penalty.		No information available
Volume Discounts Reduced pricing for higher usage or user counts.		No information available
Third-Party Add-On Pricing Transparent pricing for integrations and add-ons.		No information available

Bulk Email Sending Allows sending personalized emails to large groups of leads.		No information available
Email Templates Provides customizable templates for recurrent communications.		No information available
Email Tracking Tracks opens, clicks, and replies on sent emails.		No information available
SMS/Text Messaging Allows sending and tracking text/SMS messages to/from leads.		No information available
Click-to-Call Enables direct calling from within the platform.		No information available
Meeting Scheduling Allows leads to self-schedule meetings with advisors or staff.		No information available
Video Meeting Integration Integrates with video conferencing tools (e.g., Zoom, Teams).		No information available
Personalization Tokens Insert dynamic data (name, company, etc.) into communications.		No information available
Conversation History Maintains a record of all communications per lead.		No information available

Dashboard Customization Users can customize reporting dashboards by metrics and KPIs.		No information available
Lead Source Attribution Tracks which channels generate the most leads and conversions.		No information available
Conversion Funnel Analysis Analyzes drop-off and conversion rates through pipeline stages.		No information available
Activity Reporting Tracks call, email, meeting, and task activity per user or team.		No information available
Performance Benchmarking Benchmarks team and individual performance.		No information available
Real-Time Reporting Generates up-to-date reports from live data.		No information available
Custom Report Builder Users can build custom reports and analytics.		No information available
Scheduled Report Delivery Automatically sends reports to stakeholders on a schedule.		No information available
Export Reports Exports reports in various formats like PDF, Excel, or CSV.		No information available
Goal Tracking Allows setting and monitoring of sales or meeting goals.		No information available

Encryption at Rest Data is encrypted when stored on servers.		No information available
Encryption in Transit Data is encrypted during transmission (e.g., SSL/TLS).		No information available
Role-Based Access Control Restricts access based on user roles and permissions.		No information available
Audit Trails Records all user activity for compliance and security monitoring.		No information available
Data Backup & Recovery Automated data backup with restoration capability.		No information available
GDPR/CCPA Compliance Tools Features to help meet regulatory privacy requirements.		No information available
Two-Factor Authentication Additional security layer requiring secondary login verification.		No information available
Data Residency Options Choice of where customer data is physically stored.		No information available
Single Sign-On (SSO) Supports secure authentication via SSO providers.		No information available
PII Masking & Redaction Can mask or redact personally identifiable information in records.		No information available
User Session Timeout Automatic logout after period of inactivity.		No information available

Mobile App Availability Has a dedicated native mobile application (iOS, Android).		No information available
Mobile Web Responsiveness Core functions accessible and usable via mobile web browser.		No information available
Offline Functionality Use core features without an active internet connection.		No information available
Push Notifications Receive real-time notifications on mobile devices.		No information available
Geo-tagging Records locations of client meetings or activities.		No information available
Voice-to-Text Notes Allows verbal input for contact notes or follow-ups.		No information available
Photo Uploads Attach photos or business cards from a mobile device.		No information available

UI/UX Customization Customizable layout, color schemes, and display settings.		No information available
Custom Dashboards Build specific dashboards for different user roles or teams.		No information available
Custom Workflows Tailor workflows to match business processes.		No information available
Language Localization Offers multiple language options for the interface.		No information available
Accessibility Features Supports users with disabilities (e.g., screen readers, keyboard nav).		No information available
Bulk Edit Tools Allows batch editing of multiple leads/contacts at once.		No information available
Contextual Help In-app user guides, tooltips, and onboarding tips.		No information available

Guided Onboarding Automated or assisted onboarding for new users.		No information available
Knowledge Base Comprehensive online documentation and FAQs.		No information available
Live Chat Support Live support chat available within the platform.		No information available
Phone Support Telephone support for urgent issues.		No information available
Ticketing System Submit and track support tickets.		No information available
Video Tutorials Access to training and explainer videos.		No information available
User Community Forum Active online user forum for peer support.		No information available
Dedicated Account Manager Assigned support contact for business accounts.		No information available

Keap Pro from Keap (formerly Infusionsoft)

Product analysis by function

Marketing Automation Systems for Business Development and Marketing

Lead Management (0 Yes /0 Known /11 Possible features)

Campaign Management (0 Yes /0 Known /12 Possible features)

Email Marketing (0 Yes /0 Known /10 Possible features)

Workflow & Automation (0 Yes /0 Known /9 Possible features)

Integration Capabilities (0 Yes /0 Known /8 Possible features)

Compliance & Security (0 Yes /0 Known /9 Possible features)

Analytics & Reporting (0 Yes /0 Known /9 Possible features)

Client Engagement Tracking (0 Yes /0 Known /7 Possible features)

Content Management (0 Yes /0 Known /7 Possible features)

User Experience & Accessibility (0 Yes /0 Known /7 Possible features)

Scalability & Performance (0 Yes /0 Known /7 Possible features)

Lead Management Software for Business Development and Marketing

Contact & Lead Management (0 Yes /0 Known /14 Possible features)

Pipeline & Opportunity Management (0 Yes /0 Known /12 Possible features)

Integration Capabilities (0 Yes /0 Known /11 Possible features)

Automation & Workflow Management (0 Yes /0 Known /10 Possible features)

Communication & Engagement Tools (0 Yes /0 Known /9 Possible features)

Analytics & Reporting (0 Yes /0 Known /10 Possible features)

Data Security & Compliance (0 Yes /0 Known /11 Possible features)

Mobile & Remote Accessibility (0 Yes /0 Known /7 Possible features)

Customization & Usability (0 Yes /0 Known /7 Possible features)

Onboarding, Support & Training (0 Yes /0 Known /8 Possible features)

Pricing & Scalability (0 Yes /0 Known /8 Possible features)