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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.
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.
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Lead Management
(0 Yes /0 Known /11 Possible features)
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
.
Campaign Management
(0 Yes /0 Known /12 Possible features)
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
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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
.
Email Marketing
(0 Yes /0 Known /10 Possible features)
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 & Automation
(0 Yes /0 Known /9 Possible features)
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
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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
.
Integration Capabilities
(0 Yes /0 Known /8 Possible features)
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
.
Compliance & Security
(0 Yes /0 Known /9 Possible features)
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
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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
.
Analytics & Reporting
(0 Yes /0 Known /9 Possible features)
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
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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
.
Client Engagement Tracking
(0 Yes /0 Known /7 Possible features)
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
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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 Management
(0 Yes /0 Known /7 Possible features)
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
.
User Experience & Accessibility
(0 Yes /0 Known /7 Possible features)
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
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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
.
Scalability & Performance
(0 Yes /0 Known /7 Possible features)
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
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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
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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 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.
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Contact & Lead Management
(0 Yes /0 Known /14 Possible features)
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
.
Pipeline & Opportunity Management
(0 Yes /0 Known /12 Possible features)
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
.
Integration Capabilities
(0 Yes /0 Known /11 Possible features)
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
.
Automation & Workflow Management
(0 Yes /0 Known /10 Possible features)
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
.
Communication & Engagement Tools
(0 Yes /0 Known /9 Possible features)
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
.
Analytics & Reporting
(0 Yes /0 Known /10 Possible features)
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
.
Data Security & Compliance
(0 Yes /0 Known /11 Possible features)
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 & Remote Accessibility
(0 Yes /0 Known /7 Possible features)
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
.
Customization & Usability
(0 Yes /0 Known /7 Possible features)
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
.
Onboarding, Support & Training
(0 Yes /0 Known /8 Possible features)
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
.
Pricing & Scalability
(0 Yes /0 Known /8 Possible features)
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
.
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