Keap

Keap (formerly Infusionsoft) is a CRM that bundles marketing automation, email campaigns, appointment scheduling, invoicing, and payment processing into one platform. It's designed for small service businesses — coaches, consultants, agencies — who want to manage their entire client lifecycle without juggling multiple tools.

The automation builder lets you create complex sequences triggered by form submissions, purchases, tags, or dates. Keap handles the entire funnel: capture leads with forms, nurture with automated emails, book appointments, send quotes, collect payment, and follow up — all from one system. The trade-off is a steep price tag starting at $249/mo.