Other Technology Services

Company Overview

Infusionsoft by Keap is a leading cloud-based CRM and marketing automation platform built for small businesses, including multi-location franchise systems. Its core mission is to simplify sales and marketing operations, enabling franchise owners to deliver consistent customer experiences, streamline lead management, and automate essential workflows at scale.

Services Offered

• All-in-one CRM for contact and client management, including lead tracking and segmentation.
• Marketing automation tools such as campaign builders, email sequencing, and personalized nurture campaigns.
• Sales pipeline management for tracking deals, follow-ups, and conversions.
• E-commerce integration for payment processing, order management, and online sales analytics.

Value Proposition

• Industry Specialization: Primarily serves small businesses and multi-location service providers; flexible for use in a variety of franchise industries including home services, wellness, retail, and professional services.
• Key Benefits:
  • Automates lead generation, follow-up, and campaign management to boost conversion rates and customer retention.
  • Centralizes client data for streamlined franchise operations, enabling faster onboarding and replicable marketing processes across locations.
  • Integrates with popular third-party apps to connect with franchisee POS, booking, or support systems.
• Franchise Expertise: Keap/Infusionsoft is widely used by business coaches, franchise developers, and multi-location brands. Its library of case studies and user communities highlights adoption among franchised businesses seeking robust, automated marketing and sales processes tailored to multi-unit models.