Keap features take on those tasks that prevent you from focusing on servicing your leads and keeping up with existing clients.
All your client info organized on all your devices
Add your contacts and leads to Keap then sync your Outlook and Gmail to manage everything from all your devices. Easily pull contact details into Keap from your iPhone, a spreadsheet, a form on your website, even from business cards, for an up-to-the-minute picture of your business relationships.
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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.
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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.
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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.
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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.
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