<ul class="wccom-tick-list-primary">
<li>Smart Data Transfer: Instantly save user data into the Keap of the newly registered users through WooCommerce.</li>
<li>Order Synchronization: Avoid manual order updates by instantly synchronizing WooCommerce with Keap CRM. Export WooCommerce orders to Keap effortlessly for comprehensive reporting.</li>
<li>Products Synchronization: Ensure your product data remains consistent between WooCommerce and Keap CRM.</li>
<li>Strategic Customer Relations: Develop impactful relationships with current and new customers over time.</li>
</ul>
<p>Keap for WooCommerce is a WooCommerce extension that helps synchronize WooCommerce users with Keap (formerly Infusionsoft) contacts. Whether it’s a new registration or a list of existing contacts, your Infusionsoft contact list will automatically update via Keap for WooCommerce.</p>
<h2>Why Should You Buy Keap for WooCommerce</h2>
<h3>User Registration</h3>
<p><img class="size-full wp-image-18734004421348 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/user_registration.webp" alt="User Registration Feature" width="980" height="602" /></p>
<p>Automatically save the contact information of your newly registered WooCommerce user on Keap. After completing every successful purchase, you can add or update your customers’ contact information on Keap.</p>
<p><strong>Apply Specific Tags</strong></p>
<p><img class="size-full wp-image-18734004421356 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/apply_specific_tags.webp" alt="Apply Specific Tags When Customers Buy Specific Products Feature" width="980" height="602" /></p>
<p>Apply specific tags when a customer purchases a product on your WooCommerce website.</p>
<p><strong>Apply Specific Actions</strong></p>
<p><img class="size-full wp-image-18734004421358 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/apply_specific_actions.webp" alt="Apply Specific Actions When Customers Buy Specific Products Feature" width="980" height="602" /></p>
<p>Choose what actions you want Keap to perform from an action list. Easily apply actions when a customer makes a successful purchase.</p>
<p><strong>Connect/Disconnect Button</strong></p>
<p><img class="size-full wp-image-18734004421360 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/connect_disconnect_button.webp" alt="Connect or Disconnect Button in Keap for WooCommerce Extension Feature" width="980" height="602" /></p>
<p>Remove the Account details (App Key and App Secret) by clicking the Remove Infusionsoft Account Details button. You can also remove the tags/action sets applied to the WooCommerce products by clicking the Remove Tags/Action Sets from all products button.</p>
<p><strong>Guest User Account Creation</strong></p>
<p><img class="size-full wp-image-18734004421369 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/guest_user_account_creation.webp" alt="Guest User Account Creation Feature" width="980" height="602" /></p>
<p>Enable the option for guest users to checkout on your WooCommerce website. After the guest user places an order, a contact will be created using the user’s billing details, which will then be synced to the Infusionsoft account.</p>
<h3>Synchronize Products Automatically</h3>
<p><img class="size-full wp-image-18734004421375 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/synchronize_products_automatically.webp" alt="Product Synchronization with Keap for WooCommerce Extension Feature" width="980" height="602" /></p>
<p>Effortlessly update products on one platform and have them automatically reflected on the other. Manage inventory efficiently with options to export, import, and sync products by category or specific IDs. Comprehensive review ensures accurate data transfer, saving time and minimizing errors.</p>
<p><strong>Export WooCommerce Products to Keap</strong></p>
<p><img class="size-full wp-image-18734004421384 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/export_woocommerce_products_to_keap.webp" alt="Export WooCommerce Products to Keap Feature" width="980" height="602" /></p>
<p>Smartly export WooCommerce products to Keap for enhanced inventory management.</p>
<p><strong>Import WooCommerce Products to Keap</strong></p>
<p><img class="size-full wp-image-18734004421390 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/import_woocommerce_products_to_keap.webp" alt="Import WooCommerce Products to Keap Feature" width="980" height="602" /></p>
<p>Import WooCommerce products to keap and effortlessly manage inventory.</p>
<p><strong>Sync Products with Specific Categories</strong></p>
<p><img class="size-full wp-image-18734004421437 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/choose_a_layout_suitable_for_your_customers.webp" alt="Sync Products with Specific Categories Feature" width="980" height="602" /></p>
<p>Sync products using specific categories and efficiently organize your Keap CRM.</p>
<p><strong>Sync Products with Specific Product IDs</strong></p>
<p><img class="size-full wp-image-18734004421443 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/information_window.webp" alt="Sync Products with Specific Product IDs Feature" width="980" height="602" /></p>
<p>Sync products using specific product IDs and smartly manage your CRM.</p>
<h3>Synchronize Orders Instantly</h3>
<p><img class="size-full wp-image-18734004421452 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/synchronize_orders_instantly.webp" alt="Synchronize Orders Instantly Feature" width="980" height="602" /></p>
<p>Automatically synchronize Keap CRM with WooCommerce Keap CRM—export WooCommerce orders to Keap effortlessly for comprehensive reporting. Customize exports by order status or specific IDs for precise control.</p>
<p>Import Keap orders to WooCommerce and manage imports based on status or specific IDs. Sync Orders simplifies order management, ensuring accurate data across platforms for efficient business operations.</p>
<p><strong>Export WooCommerce Orders to Keap</strong></p>
<p><img class="size-full wp-image-18734004421457 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/export_woocommerce_orders_to_keap.webp" alt="Export WooCommerce Orders to Keap Feature" width="980" height="602" /></p>
<p>Smartly export WooCommerce orders to Keap for improved inventory management.</p>
<p><strong>Export Orders by Order Status</strong></p>
<p><img class="size-full wp-image-18734004421463 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/export_by_specific_order_status.webp" alt="Export Orders by Order Status Feature" width="980" height="602" /></p>
<p>Export WooCommerce orders through order status and efficiently manage inventory.</p>
<p><strong>Export by Specific Order IDs</strong></p>
<p><img class="size-full wp-image-18734004421464 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/export_by_specific_order_ids.webp" alt="Export by Specific Order IDs Feature" width="980" height="602" /></p>
<p>Export WooCommerce orders using specific order IDs for better inventory management.</p>
<p><strong>Import Keap Orders to WooCommerce</strong></p>
<p><img class="size-full wp-image-18734004421471 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/import_keap_orders_to_woocommerce.webp" alt="Import Keap Orders to WooCommerce Feature" width="980" height="602" /></p>
<p>Import Keap Orders to WooCommerce to keep your inventory updated and organized.</p>
<p><strong>Import Keap Orders by Order Status</strong></p>
<p><img class="size-full wp-image-18734004421474 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/import_orders_by_order_status.webp" alt="Import Keap Orders by Order Status Feature" width="980" height="602" /></p>
<p>Import Keap orders with order status and synchronize order data accurately.</p>
<p><strong>Import by Specific Order IDs</strong></p>
<p><img class="size-full wp-image-18734004421480 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/import_by_specific_order_ids.webp" alt="" width="980" height="602" /></p>
<p>Import orders using specific IDs and manage your inventory smartly.</p>
<h3>Comprehensive Logging</h3>
<p><img class="size-full wp-image-18734004421489 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/comprehensive_logging.webp" alt="Comprehensive Logging With Detailed Information Feature" width="980" height="602" /></p>
<p>Get detailed event logging for all order and product synchronization activities between WooCommerce and Keap CRM. Recording import/export events for orders and products ensures transparency and accountability.</p>
<p>Access detailed information like Log ID, event type, and status, enabling precise tracking and troubleshooting. Administrators can also clear and download logs for offline analysis, facilitating efficient auditing and reporting.</p>
<h3>Get Keap for WooCommerce Today!</h3>
<p>Effectively manage your customer data with Keap for WooCommerce. Review and analyze the data before deciding on your marketing strategies. Integrate the Keap for WooCommerce extension to enhance the power of your WooCommerce store.</p>
<h3>How to Get Started</h3>
<ol>
<li>Buy Keap for WooCommerce.</li>
<li>Download and install the extension. You can find the installation guide <a href="https://woocommerce.com/document/infusionsoft-for-woocommerce/#section-2">here</a>.</li>
<li>Activate, set up, and configure the extension.</li>
</ol>
<p>Read the <a href="https://woocommerce.com/document/infusionsoft-for-woocommerce/">technical documentation</a> that helps you set up Keap for WooCommerce on your website.</p>

Keap for WooCommerce (Formerly Infusionsoft)

<p>Keap for WooCommerce (Formerly Infusionsoft) enables you to automate your sales follow-up, and other time-intensive tasks needed to manage your business.</p>

<ul class="wccom-tick-list-primary">
<li><strong>Streamlined Sales Management</strong>: Everything you need to manage B2B sales agents and track sales is in one place, boosting efficiency.</li>
<li><strong>Performance Insights</strong>: Gain complete visibility with dashboards for tracking commissions, sales, and agent productivity.</li>
<li><strong>Flexible Commission Structures</strong>: Easily set global, category, or per-product commissions to suit your strategy.</li>
<li><strong>Enhanced Communication</strong>: Keep communication between commission agents and admins for a cohesive team experience.</li>
</ul>
<hr />
<p>Sales Agent for WooCommerce is the ultimate WooCommerce extension for managing and empowering your sales team in one seamless platform! This all-in-one system is designed to streamline sales agent management, track customers, automatically calculate commissions for sales agents, and boost revenue effortlessly. Perfect for WooCommerce store owners looking to supercharge their sales operations, this B2B sales commission plugin brings everything your team needs in one powerful tool!</p>
<h2>Features</h2>
<h3>Sales Agent WooCommerce Dashboards</h3>
<p><img class="size-full wp-image-18734004430173 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/sales_agent_dashboards.webp" alt="Sales Agent Dashboards Feature" width="980" height="602" /></p>
<p>Empower each agent with a dedicated dashboard! Here, agents can add new customers, check notifications, view commission stats, and place orders on behalf of customers. The dashboard also provides access to performance insights and order tracking.</p>
<h3>Global Commission Structure</h3>
<p><img class="size-full wp-image-18734004430181 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/global_commission_structure.webp" alt="Global Commission Structure Feature" width="980" height="602" /></p>
<p>Effortlessly set up a global commission structure that works across agents, allowing admins to create, assign, and edit commission percentages to ensure fair payouts.</p>
<h3>Generate Affiliate Links</h3>
<p><img class="size-full wp-image-18734004430186 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/generate_affiliate_links.webp" alt="Generate Affiliate Links Feature" width="980" height="602" /></p>
<p>Boost visibility and sales with affiliate links tailored for agents. Each agent can generate unique links for:</p>
<ul>
<li>User Registration: Encourage new customers to join with custom registration links.</li>
<li>Shop Link: Let agents share shop links and earn commissions on orders made through them.</li>
<li>Product Link Generator: Generate links for specific products, where agents receive a commission if a sale is completed using their referral link.</li>
</ul>
<h3>Instant Messaging for Admins, Agents, and Customers</h3>
<p><img class="size-full wp-image-18734004430325 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/instant_messaging_for_admins_agents.webp" alt="Instant Messaging for Admins and Agents Feature" width="980" height="602" /></p>
<p>Facilitate real-time communication with the Instant Messaging feature. Both admins and agents can stay updated with quick, convenient conversations directly through the platform.</p>
<p><img class="alignnone size-full wp-image-18734004898137" src="https://woocommerce.com/wp-content/uploads/2021/05/intercommunication_between_agent_customer.webp" alt="Instant Messaging Between Agent & Customer" width="980" height="602" /></p>
<p><span style="font-weight: 400">Enhance collaboration with built-in messaging! Agents and customers can now communicate directly through the message tab, improving support and sales efficiency.</span></p>
<h3>Agent Levels</h3>
<p><img class="aligncenter size-full wp-image-18734005721593" src="https://woocommerce.com/wp-content/uploads/2021/05/agent_levels.webp" alt="Sales Agent Levels" width="980" height="602" /></p>
<p>Easily set up multiple agent levels with custom commission rates for products or categories. Reward performance with dynamic commission structures, and boost motivation through automatic level upgrades when agents hit their sales targets.</p>
<h3>Commission Payout Options</h3>
<p><img class="size-full wp-image-18734004430331 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/commission_payout_options.webp" alt="Commission Payout Options Feature" width="980" height="602" /></p>
<p>Choose flexible commission payout options like PayPal or Bank Transfer, ensuring agents receive timely, secure payments for their efforts.</p>
<h3>Customer-Based Commission</h3>
<p><img class="aligncenter size-full wp-image-18734005721600" src="https://woocommerce.com/wp-content/uploads/2021/05/customer_based_commission.webp" alt="Customer Based Commissions " width="980" height="602" /></p>
<p>Assign unique commission rates to sales agents for individual customers, giving you full flexibility to incentivize VIP clients and manage key relationships strategically.</p>
<h3>Announcements to Sales Agents</h3>
<p><img class="size-full wp-image-18734004430334 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/announcements_to_sales_agents.webp" alt="Announcements to Sales Agents Feature" width="980" height="602" /></p>
<p>Admins can keep agents informed through announcement messages. Set messages to display on the announcements page, with options to filter by date, bulk actions, and a search bar for easy navigation.</p>
<h3>Assign Agents to Commission Categories</h3>
<p><img class="size-full wp-image-18734004430342 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/assign_agents_to_commission_categories.webp" alt="Assign Agents to Commission Categories Feature" width="980" height="602" /></p>
<p>Customize commission rates by assigning agents to different commission categories. Each category can have unique commission percentages based on performance, product type, or strategy.</p>
<h3>Set Commission for Sales Agents on Specific Products</h3>
<p><img class="size-full wp-image-18734004430349 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/set_commission_for_specific_products.webp" alt="Set Commission for Specific Products Feature" width="980" height="602" /></p>
<p>Admins have the power to set fixed or percentage-based commission rates for specific products, providing targeted incentives and control over high-demand items.</p>
<h3>Comprehensive Performance Dashboard for Admins</h3>
<p><img class="size-full wp-image-18734004430355 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/comprehensive_performance_dashboard_for_admins.webp" alt="Comprehensive Performance Dashboard for Admins Feature" width="980" height="602" /></p>
<p>Track the full scope of agent activity with a monthly performance summary for created customers, sales orders, paid commissions, and more. Admins can manage agent profiles, adjust commission statuses, and stay in full control of sales operations.</p>
<h3><b>Bulk Assign Customers to Sales Agent</b></h3>
<p><span style="font-weight: 400">Streamline your customer management with bulk assignment! Admins can now assign up to 100 customers to a sales agent at once, directly from the agent’s Edit Profile screen. No more visiting individual customer profiles one by one — simply select the customers you need, hit Update, and the assignments are saved instantly to the agent’s Customer Table.</span></p>
<h3><b>Bulk Actions on Customers</b></h3>
<p><span style="font-weight: 400">Take control of customer management at scale with powerful bulk actions! From the customer table within any agent profile, admins can select multiple customers and choose from available bulk actions:</span></p>
<ul>
<li style="font-weight: 400"><b>Bulk Unassign:</b><span style="font-weight: 400"> Remove selected customers from the agent in a single click, keeping your assignments clean and up to date.</span></li>
<li style="font-weight: 400"><b>Assign Bulk Commission:</b><span style="font-weight: 400"> Open a handy pop-up to set a commission percentage for multiple customers at once, saving time and ensuring consistency across your sales team.</span></li>
</ul>
<h2>How to Get Started</h2>
<ol>
<li>Buy Sales Agent for WooCommerce.</li>
<li>Download and install the extension.</li>
<li>You can find the installation guide <a href="https://woocommerce.com/document/sales-agent-for-woocommerce/#section-2">here</a>.</li>
</ol>
<p>Read the <a href="https://woocommerce.com/document/sales-agent-for-woocommerce/">technical documentation</a> to set up Sales Agent for WooCommerce and build a successful B2B sales commission system.</p>
<h3>Let’s turn your sales team into a revenue-boosting powerhouse!</h3>
<p>This sales agent tool is the complete solution to simplify sales agent management, optimize sales commissions, and drive growth for your business.</p>

Sales Agent

<p>Manage sales agents, automatically calculate sales commissions and keep track of customers and data.</p>

Keap for WooCommerce (Formerly Infusionsoft) vs Sales Agent