Coming Soon

Keap Reporting

Need an automated solution for your clients’ Keap sales and marketing reports? The Keap reporting integration gathers real-time Keap data and presents it in an intuitive format that your clients will love.

Keap marketing dashboard overview
Showcase Revenue Month Over Month
Display success metrics to present the true value your agency brings to the table
Track Contacts, Opportunities, and Sales
Optimize your campaigns and make data-backed decisions at every step of the funnel
Highlight Customer Growth
Ensure your client’s customer base keeps growing by staying on top of churn and new subscription rates
70+ Integrations
Combine your clients’ Keap data with all their other KPIs in comprehensive client reports

AUTOMATED KEAP REPORTING

Easily Track All Your Keap Data

Analyze active and inactive contacts, win rates, top products, sales details, and more! Take the Keap (formerly Infusionsoft) template as a starting point or build custom marketing dashboards for your clients. Your prebuilt Keap dashboard template automatically pulls in your client’s Keap metrics in an easy-to-understand Keap dashboard. All your clients’ real-time data is ready to be flipped into client-ready reports in minutes.

Easily Track All Your Keap Data
Metrics Explorer

Explore All Available Keap Metrics

See all the metrics you can easily add to your client reports and marketing dashboards

HIGHLIGHT YOUR SUCCESS

Get Insights Into What is Driving Growth

Get granular details into your clients’ sales and marketing data. Drag and drop key metrics–including the total number of payments, subscriber growth, and month-over-month revenue–to the forefront of your dashboards and client reports.

Get Insights Into What is Driving Growth

FULL-PICTURE REPORTING

Connect All Your Clients’ KPIs Under One Roof

Build better campaigns. No more wasted time bouncing back and forth between platforms. Connect all your clients’ marketing channels from over 70 platform integrations to analyze performance metrics all in one place. 

Connect All Your Clients’ KPIs Under One Roof

ADD YOUR PRO TIPS

Data Storytelling Made Easy

Add annotations and goals to your line charts and date-based column charts to point out specific changes or highlight goal-beating moments! Keep clients up-to-date with your agency’s progress in plain English and use the Goal-tracking bars to keep your whole team on track.  

Data Storytelling Made Easy

COMPLETE WHITE LABELING

White Labeled Keap Dashboards & Reports

Personalize your Keap (formerly Infusionsoft) dashboards and reports with your own logo, brand colors, and more. Use the white label reporting suite to present your campaign results in professional Keap marketing reports that look like they were built by your agency.

White Labeled Keap Dashboards & Reports

Get notified when the Keap integration launches!

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