Keap + RFM, on autopilot

Turn your Keap contacts into revenue with automatic RFM segmentation

SyncRFM connects to your Keap (Infusionsoft) account, imports your orders and continuously scores every contact on Recency, Frequency and Monetary value — then writes the results back and tags each segment so your existing automations fire on their own.

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RFM matrix Live sync
← At risk Champions →
Features

Everything you need to segment and act

From OAuth to automations, SyncRFM handles the full loop so your team can focus on the campaigns, not the plumbing.

One-click Keap OAuth

Authorize SyncRFM with the official Keap OAuth flow. No copy-pasting keys, no fragile setup — connect in seconds and revoke anytime.

Automatic RFM scoring

SyncRFM analyzes order history and assigns Recency, Frequency and Monetary scores to every contact — recalculated as new orders arrive.

Segment tags that fire your automations

Each contact is tagged with its segment — Champions, Loyal, At risk, Lost and more — so your existing Keap campaigns trigger automatically.

Near real-time sync via webhooks

Powered by Keap REST Hooks, SyncRFM reacts to new orders and contact changes within moments — no nightly batch waiting required.

How it works

From connection to automation in four steps

Set it up once. SyncRFM keeps your segments fresh from then on.

1

Connect Keap

Sign in and authorize SyncRFM through Keap's secure OAuth. We never see your password.

2

Import your orders

We pull your historical orders and contacts so the first RFM matrix reflects your real customer base.

3

Compute the RFM matrix

Each contact gets Recency, Frequency and Monetary scores and is placed into a clear, actionable segment.

4

Write fields & apply tags

Scores are written to Keap custom fields and segment tags are applied — instantly triggering your automations.

What is RFM?

Three signals that predict who will buy next

RFM is a proven model for ranking customers by their purchasing behavior. SyncRFM scores all three dimensions for you.

Recency

How recently a contact placed an order. Recent buyers are far more likely to buy again — and ripe for the next offer.

Frequency

How often a contact buys. Frequent purchasers are your most engaged, habit-driven customers worth nurturing.

Monetary

How much a contact spends. High-value customers deserve your best retention and loyalty treatment.

Bring your own Keap quota

Use your own credentials for a dedicated API quota

Large catalog or huge contact base? Run SyncRFM on your own Keap API allocation so syncs are never throttled by shared limits.

  • Personal Service Account Key. Paste your Keap Service Account Key and SyncRFM will use it for all API calls on your account.
  • Your own Keap app credentials. Bring your own client ID and secret to get a dedicated daily API quota tied to your app.
  • Full control. Rotate or revoke your keys at any time. SyncRFM stores them encrypted and uses them only for your tenant.
Shared SyncRFM quota Default · ready instantly
Personal Service Account Key Dedicated
Your own Keap app Max throughput
Pricing

One simple plan, billed your way

Everything in SyncRFM, no feature gates. Choose the billing cadence that suits you — pay more often or save by committing longer.

SyncRFM Pro

All features, unlimited contacts.

€99 / month

Billed monthly

  • One-click Keap OAuth connection
  • Automatic RFM scoring & segmentation
  • Custom field write-back & segment tags
  • Near real-time sync via REST Hooks
  • Email support
  • 14-day money-back guarantee
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14-day money-back guarantee. Cancel anytime.

FAQ

Questions, answered

Yes. SyncRFM is built specifically for Keap (Infusionsoft). You connect your existing Keap account via OAuth, and SyncRFM works on the orders, contacts and custom fields already in it.

It depends on your order history and API quota. Most accounts complete the first import within minutes; very large catalogs may take longer. Using your own Keap quota speeds this up considerably. After the first import, updates happen in near real-time.

No. SyncRFM only applies and updates its own dedicated RFM segment tags and custom fields. Your existing tags are never modified or removed — your other automations keep working exactly as before.

Security is a first-class concern. We connect through Keap's official OAuth, encrypt credentials at rest and in transit, and isolate each tenant's data. You can revoke SyncRFM's access from Keap at any time.

Absolutely. There are no long-term contracts. Cancel from your account whenever you like and your subscription stays active until the end of the current billing period. We also offer a 14-day money-back guarantee, so you can request a full refund within 14 days of your purchase.

Ready to see your customers as a matrix?

Connect Keap and let SyncRFM score, tag and sync your contacts automatically.

Start free See how it works