Keap features take on those tasks that prevent you from focusing on servicing your leads and keeping up with existing clients.
Organize leads
Get the job
Get paid
Stay connected
Organize important client info in one place
Bringing your existing contacts or adding new leads can be done by scanning a business card, transferring your contact lists, importing messy spreadsheets, or input directly from a form on your website. Everything is at your fingertips, accessible on all your devices.
More about client management
Turn leads to clients, your way
With all your new and existing client info centralized, communications can be set up to send automatically, freeing up time to focus on what matters—taking care of clients.
More about client management
Win the business with less back-and-forth
Keap’s appointment and quote features end the back-and-forth of finding a time to meet and accelerates the quote acceptance process. The software updates in real-time so you and your clients are always on the same page.
More about appointments
Waiting to get paid is a pain
Reminding clients to pay is awkward. With Keap, you send branded invoices. Alerts tell you if they've viewed an invoice—or not. Auto payment reminders nudge your clients so you don't have to.
More about invoices & payments
Get the referrals your service deserves
The app stores the history of your business relationships, past conversations, dates, and details for all your clients. When the work is done, it will send an email requesting a review or referral.
A snapshot overview of Keap features
Centralize all your information, accessible on all your devices.
Spend more time in meetings and less time planning them.
Send quotes clients can accept with the click of a button.
Create & send invoices and get paid fast. Clients can choose from a variety of payment options.
Hundreds of apps plug in.
A customizable dashboard makes it easy to track the details of your sales process.
See how it works
For advanced marketing and sales needs
Try Infusionsoft by Keap, a powerful CRM platform that automates your marketing and sales processes to help you save time and efficiently scale your business.
Learn more
