The Infusionsoft company has rebranded to Keap. The following versions of Keap are available:
- Keap Max Classic – equivalent to the original Infusionsoft
- Keap Ultimate – Keap Max Classic with a new User Interface design
- Keap Max – a slimmed down version which also has the new User Interface design
- Keap Pro – a further slimmed down version which also has the new User Interface design
turboDial supports for ALL of the above versions of Keap.
However the functionality in Keap does vary and the slimmed down versions do not allow the Dashboard Reports and Call Recording features of turboDial.
Basic turboDial functionality is available in all versions of Keap:
- You can install and authorize the turboDial Linker Browser Extension
- The green turboDial asterisk will appear on Contacts in KEAP and you can use it to launch turboDial and focus it on any Contact
- You can send outbound calls & SMS messages and receive inbound calls & SMS messages.
There are Important Considerations
Some important turboDial functionality is lost when you use Keap Max or Keap Pro, including the following:
- Note-type custom fields are not available – without Note custom fields turboDial cannot Record Calls or save Call Outcomes. In addition, turboDial cannot access Note record custom fields to save additional details about each call.
- Note Titles are not displayed – and without those titles it is difficult to distinguish turboDial activity from other Notes on the Contact Record
- Note Reports are not available – without the Task-Note Report functionality it is not possible to create reports that document and track your Calls and SMSs.
- Opportunities are not available – as a result Opportunity Saved Searches are not available to turboDial.
Because of the above issues you will not have access to all the benefits and features of turboDial if you’re using Keap Max or Keap Pro.
If you want access to all turboDial has to offer, please consider using turboDial with Keap Ultimate instead of Keap Max or Keap Pro.