A smarter way to work with clients

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
Screenshot of the software, showing how you can add contacts by scanning a business card Screenshot of the software, showing how you can add contacts by scanning a business card

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
Screenshot of the software, showing how you can automatically add contacts to follow-up campaigns Screenshot of the software, showing how you can automatically add contacts to follow-up campaigns

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
Screenshot of the software, showing how creating appoints automatically sends reminders alt text

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
Screenshot showing how it is easy for your clients to pay your invoices Screenshot showing how it is easy for your clients to pay your invoices

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.

Screenshot of the app on a phone queuing up a referral request after the invoice is paid

A snapshot overview of Keap features

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
Small business owner using Infusionsoft in their back-office