SyncRFM connects to your Keap (Infusionsoft) account, imports your orders and lets you build your own dynamic RFM matrix, no code required. It scores every contact, writes the results back to Keap and tags each segment so your existing automations fire on their own.
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Forget the fixed 3×3 grid. SyncRFM gives you a fully dynamic, no-code segmentation engine you can shape yourself, then it writes everything back to Keap and fires your automations on its own.
Assemble your segmentation in four composable layers. Point and click to define what to measure, how to score it, who lands in each segment, and exactly what gets written back to Keap. No formulas, no developers.
Build your matrixAny number from orders, a product, a category, a custom field, a tag or a contact attribute, aggregated (amount paid, order count, units, AOV, biggest order, days since first/last purchase) over a window: lifetime, this year, last year or rolling N days. Cash-based: only collected payments count.
Turn any metric into a 1–N score with ascending or descending thresholds you control. Build as many axes as your model needs.
Combine axes and metrics with AND/OR conditions, evaluated top-down (first match wins), with a fallback segment so every contact is covered.
Write the segment label, any axis score or any metric value into the Keap custom fields you choose. The segment's tag is applied automatically (and the previous one removed) only when a contact's segment actually changes.
Run multiple matrices targeted at B2B (contacts linked to a company), B2C (no company) or Everyone. The most specific enabled matrix wins per contact, so business buyers get their own metrics, segments, tags and field write-backs.
Start from Classic RFM, Value-based or Engagement templates, then watch a live preview of your segment distribution update as you tweak, before anything is written to Keap.
Find Keap tags, custom fields, products and categories by name, and IDs are resolved automatically. No more hunting for record IDs to wire up your matrix.
Authorize SyncRFM with the official Keap OAuth flow. No copy-pasting keys, no fragile setup. Connect in seconds and revoke anytime.
Each segment maps to a Keap tag. SyncRFM applies it and removes the old one only when a contact moves segment, so your existing campaigns trigger exactly when they should.
Powered by Keap REST Hooks, SyncRFM reacts to new orders and contact changes within moments, recalculating segments without waiting for a nightly batch.
Set it up once. SyncRFM keeps your segments fresh from then on.
Sign in and authorize SyncRFM through Keap's secure OAuth. We never see your password.
We pull your historical orders and contacts so the first RFM matrix reflects your real customer base.
Each contact gets Recency, Frequency and Monetary scores and is placed into a clear, actionable segment.
Scores are written to Keap custom fields and segment tags are applied, instantly triggering your automations.
RFM is a proven model for ranking customers by their purchasing behavior. SyncRFM scores all three dimensions for you.
How recently a contact placed an order. Recent buyers are far more likely to buy again, and ripe for the next offer.
How often a contact buys. Frequent purchasers are your most engaged, habit-driven customers worth nurturing.
How much a contact spends. High-value customers deserve your best retention and loyalty treatment.
Large catalog or huge contact base? Run SyncRFM on your own Keap API allocation so syncs are never throttled by shared limits.
Everything in SyncRFM, no feature gates. Choose the billing cadence that suits you: pay more often or save by committing longer.
All features, unlimited contacts.
Billed monthly
14-day money-back guarantee. Cancel anytime.
Connect Keap and let SyncRFM score, tag and sync your contacts automatically.