GLBA (Gramm-Leach-Bliley Act – U.S. Financial Services)
GLBA compliance ensures that the CRM secures consumer financial information. This qualification is critical for financial institutions that must protect sensitive financial data and disclose information-sharing practices.
AI and Analytics
API Available
Business Size
Contract Type
Deployment Options
Free Trial
Industry Focus
Integration Marketplace
Support Options
User Training Available
Customization Options
Compliance Qualifications
Keap CRM
Keap, formerly known as Infusionsoft, is an all-in-one CRM, sales, and marketing automation platform designed to help small businesses grow. With tools for email marketing, lead tracking, appointment scheduling, and payment processing, Keap simplifies customer relationship management. Its automation features save time, improve customer engagement, and boost efficiency. Ideal for entrepreneurs and small teams, Keap helps you stay organized, close more deals, and create lasting relationships with your customers—all in one intuitive platform.