Keap

Ontraport

Ontraport unifies CRM, marketing automation, payment processing, and website/membership tools into a single shared database, so contact records, campaign history, and transactions stay connected without syncing separate systems. The company states it has operated for close to two decades, targeting small businesses that have outgrown basic starter tools but do not want the complexity or cost of enterprise suites. The platform includes visual campaign builders, lead scoring, a drag-and-drop landing page and membership site builder, and embedded payment and subscription handling for selling products and courses directly. It also offers a shared inbox for customer communication and AI-assisted workflow features, aiming to consolidate what would otherwise be several separate marketing, sales, and billing tools.

Infusionsoft

Infusionsoft, now part of Keap, delivers a unified platform that combines contact management, email marketing, sales automation, and online payments. It helps small businesses streamline lead capture, nurture prospects, and close deals without juggling multiple tools. The solution offers customizable pipelines, automated follow‑ups, and detailed reporting, enabling entrepreneurs to save time and focus on growth. Its cloud‑based architecture ensures access from any device, while integrations with popular apps extend its capabilities.

HoneyBook

HoneyBook is a client relationship and business management platform built for independent, service-based businesses such as event professionals, photographers, coaches, and consultants. It handles lead capture, proposals, contracts, invoicing, payments, and scheduling in one workflow, with AI features for drafting emails, summarizing meeting notes, and surfacing business insights. The platform is currently available in the US, Canada, UK, and Australia, and offers three subscription tiers with a free trial, positioning itself as an all-in-one alternative to juggling separate proposal, contract, and invoicing tools.

OnePageCRM

OnePageCRM is a cloud-based customer relationship management platform built around a single active to-do list called the Action Stream, which turns every contact and deal into a concrete next action rather than a cluttered dashboard. It combines a Kanban-style deal pipeline, browser extension lead capture, and two-way email sync so sales reps can log activity and follow up without leaving their inbox. Used by small businesses, consultants and solopreneurs across more than 80 countries, OnePageCRM adds automation workflows, an AI-assisted route planner for field sales, and mobile apps with a business-card scanner on higher tiers. Plans range from a Professional tier for individuals to a Max tier with unlimited automation and AI integrations for Claude and ChatGPT.