KeKeap + Klayara
Keap sales and marketing reporting for small businesses. Keap (formerly Infusionsoft) runs CRM, email automation and payments for small service businesses and coaches. Bring it into Klayara to see leads, automations, appointments and payments on one simple dashboard. Ask our team to connect it for you.
Scheduled importCloud or self-hostedPermissions applied everywhere
Your Keap data, readable by everyone who should see it.
- Leads by source
- Automations and campaigns
- Appointments booked
- Payments and invoices
- Connect — tell our team which Keap account to use, and we connect it with you.
- Choose tables — pick what to make available, and how often to refresh.
- Build — drag and drop charts, set who sees what, schedule the reports.
Our BI developers can connect Keap and build your first dashboards as part of onboarding. About the service.
Want Keap in Klayara? Ask our team about connecting Keap — tell us what you report on and we will set it up with you.
What teams build on Keap.
Lead sources
New leads by source and how many become clients.
Campaigns
Contacts in each campaign and conversions.
Appointments
Appointments booked, held and no-shows.
Revenue
Payments and open invoices by month.
Connect these alongside Keap.
How do we connect Keap to Klayara?
Ask our team about connecting Keap. Tell us which account to use and what you report on, and we set it up with you — usually as part of onboarding, so your first dashboards are ready when you start.
Is Klayara too much for a small business?
Klayara is priced per user with no minimum, so a small team pays only for the people who use it.
Can I ask which lead source brings paying clients?
Yes. Ask in plain words and get a chart. Klayara AI comes with the Growth and Enterprise plans (Growth includes 150 AI credits a month for the whole workspace) and runs only when someone clicks.
See your Keap data in Klayara.
Bring the report you rely on most. We'll rebuild it live on the call, from your own data, and show you what comes next.
Prefer to see plans first? See pricing