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Marketing Automation with Keap

Marketing Automation with Keap

Elevating Your Business with effective Customer Relationship Management.


How can Marketing Automation help my business?

Marketing automation is a critical component of modern business strategies, and when paired with the Keap Customer Relationship Management (CRM) system, it becomes a powerful tool for businesses of all sizes. Keap CRM, formerly known as Infusionsoft, is designed to help small and medium-sized businesses streamline their marketing efforts, improve customer engagement, and ultimately drive growth.

How can a custom CRM help my business?

In the dynamic and competitive world of small businesses, effective customer relationship management (CRM) can be the key to success. Level Up Studios has emerged as a trailblazer in this field, offering tailored solutions that empower small businesses to thrive. One of their standout products is the implementation and customization of Keap CRM, a powerful tool that has revolutionized the way small businesses manage their customer relationships.

Custom CRM

A custom CRM system provides businesses with tailored solutions that precisely match their unique workflows and requirements, enhancing operational efficiency and user adoption. Additionally, it allows for seamless integration with existing software and databases, ensuring a cohesive and comprehensive approach to customer relationship management.

Lead Management & Nuturing

Keap CRM provides tools for efficient lead management, allowing businesses to track and nurture leads effectively. Through lead scoring and automated follow-ups, businesses can prioritize and convert leads into paying customers.


Keap CRM offers valuable data analytics and reporting features. It provides businesses with insights into customer behavior, campaign performance, and sales trends. These insights enable data-driven decision-making and the refinement of marketing and sales strategies for better results.

Email Marketing Automation

One of the key advantages of Keap CRM's marketing automation is the ability to create and manage email marketing campaigns. This platform allows businesses to send targeted and automated emails to their subscribers, whether it's for lead nurturing, customer onboarding, or promoting special offers. Businesses can segment their email lists based on customer behavior, demographics, or engagement levels, ensuring that the right message reaches the right audience at the right time.

Lead Management & Nuturing

Lead generation and nurturing are also simplified through Keap CRM's marketing automation tools. Businesses can set up lead capture forms on their websites and landing pages, and these leads are automatically added to the CRM database. Once leads are in the system, automated workflows can be created to nurture and qualify them. This involves sending a series of personalized emails, triggered by specific actions or time intervals, to move leads down the sales funnel.

E-commerce Integration

Keap CRM offers e-commerce integration, allowing businesses to automate sales and upsell processes. For instance, when a customer makes a purchase, the system can automatically send follow-up emails with related product recommendations, which can increase sales and customer satisfaction.

Benefits of Using a CRM

Helping businesses grow through the power of customer relationship management.

Improved Efficiency:

Small businesses can automate repetitive tasks, reducing manual effort and increasing efficiency.

Enhanced Customer Engagement:

With Keap CRM’s marketing automation capabilities, businesses can engage with customers at the right time and with personalized messages.

Lead Nurturing:

Small businesses can nurture leads effectively, increasing the chances of converting them into loyal customers.

Data-Driven Decision Making:

Keap CRM provides valuable insights into customer behavior and preferences, empowering businesses to make informed decisions.


As businesses grow, Keap CRM can scale with them, accommodating increased data and customer interactions seamlessly.


Keep pushing forward. We've got your back.

So how does it work? Level Up Studios has an initial consultation with you to understand your CRM needs. From there, we build out a custom CRM that just makes sense for your business.

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Successful Projects

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CRMs Built


What to expect? Easy setup.

Level Up Studios will make integrating a CRM into your business a breeze.

Keap CRM


The first three phases are the most important steps in building a custom CRM.

Keap CRM Services

1. Initial Consultation

Level Up Studios starts by thoroughly understanding the specific requirements and goals of the small business. This initial consultation is crucial for tailoring Keap CRM to suit the client’s needs.

2. Customization & Integration

Once the requirements are identified, Level Up Studios customizes Keap CRM, integrating it with existing systems and processes. This ensures that the CRM aligns with the business’s workflow and enhances efficiency.

3. Data Migration & Clean Up

We helps client migrate their existing customer data into Keap CRM, ensuring data accuracy and consistency. They also provide data clean-up services to eliminate duplicates and errors.

Keap CRM


Completion of the custom Keap CRM. Ongoing edits require a retainer.

Keap CRM Services

4. Automation & Workflow Design

Keap CRM’s strength lies in automation. Level Up Studios designs automated workflows that streamline marketing campaigns, lead nurturing, and sales processes, saving time and increasing productivity.

5. Training & Support

To ensure clients are proficient in using Keap CRM, Level Up Studios offers comprehensive training. They also provide ongoing support and troubleshooting to address any issues that may arise.