Quoter + Keap CRM

Our quoting software integrates seamlessly with Keap CRM. Save your team hours spent creating and tracking quotes. Close deals faster and bring team visibility into sales performance.

Quoter + Keap

What is Keap CRM?

Keap CRM (formerly Infusionsoft) is a cloud-based customer relationship management platform tailored for small businesses. It combines CRM, marketing automation, and sales tools to help streamline workflows, manage contacts, automate email campaigns, and track leads.

Quoter integrates with Keap.

Why Quoter + Keap?

Get the power of Quoter and sync data with Keap.

Integrating Keap CRM with Quoter streamlines workflows by syncing customer data, automating quote creation, and enabling accurate tracking. It enhances sales efficiency, reduces manual entry, and supports automated follow ups.

Create or Select an Existing Contact
When creating a Quote in Quoter, you can search for an existing Keap Contact or create a new one automatically.

When a Person is created or edited in Quoter, the customer's contact information will be automatically pushed to your Keap account under Contact. If a Person with a matching email address already exists in Keap, changes will not be pushed.

Automatic Quote Push
When a Quote is created or edited in Quoter, selected tags will be pushed as Contact Tags. A copy of the Quote PDF will be added to the Contact's Files.

All your quotes in one place
Track performance, follow up on pending deals and collaborate with the team more efficiently from within Quoter.

How to integrate Keap + Quoter?

When signed in to your Quoter Account, navigate to Settings > Integrations to select Keap CRM under CRM integrations.

Follow the step-by-step guide below:

Book a demo and we’ll show you how your CRM can seamlessly integrate with Quoter

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