at Financial Technnology Year
Please contact them if you have any questions.
Keap (formerly Infusionsoft)
Keap (formerly Infusionsoft) provides CRM, sales and marketing automation software designed for small businesses, including independent financial advisors.
Email: sales@keap.com
Phone: 1-866-800-0004
Web: https://keap.com/
Products
Keap Pro
Category: Marketing Automation Systems
Category: Lead Management Software
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..