Keap
53 Case Studies
A Keap Case Study
Ptex Group is a Brooklyn-based marketing agency with 27 employees and four growing divisions (branding, printing, call center and web). Rapid growth left the company without a centralized lead process or consolidated data, which blurred division boundaries and degraded the customer experience.
By implementing Infusionsoft’s CRM and marketing automation, Ptex centralized lead distribution, established concrete follow-up systems, and made data actionable. The changes helped drive more than $1M in additional annual revenue, a 15% increase in customers, over 25,000 new leads and roughly a 24% reduction in advertising spend.
Meny Hoffman
Co-Founder