What is a client management system?

In short, it is a software platform that allows businesses to effectively manage their relationships with leads and customers. It serves as client tracking software, helping you monitor all communications and nurture relationships.

Does this app also keep track of client payments?

Yes, it does. With Keap’s native payment processors , you can send and receive payments right in your CRM software, using some of the most prominent names in ecommerce (including PayPal, Stripe, and WePay).

What does client tracking software do that a spreadsheet can’t?

Where do we start? By choosing a client management app like Keap, you are giving yourself the ability to track the status of each and every client and lead in your system, all in real time. Automation is also a huge benefit. Learn more about how client management works within a CRM .

Client Management Software & CRM for Small Business

How small businesses stay organized with Keap’s CRM

The premiere client management system for entrepreneurs and small businesses

Keap's client management software for small business is powered by sales and marketing automation, helping you optimize your customer experiences and effectively manage your day-to-day.

Never miss a new lead with automated lead capture

Collect and organize contacts automatically through custom lead forms, landing pages, and social media.

What CRM does for you

All your data in one place (accessible anywhere)

See everything at once and take quick actions directly from the contact record. Access company and contact details from the Keap desktop or mobile app.

Learn more about Keap’s mobile app

Between desktop and mobile, all of your data is in one place

Trigger personalized follow-ups that convert more leads

Quickly tag and segment contacts to trigger automations that are personalized based on client data and activity.

Learn more about automations

Graphic showing how personalized follow-ups are triggered.

Migration is easy and free (even from the competition)

Our experts will migrate your contacts, automations, email templates, and landing pages.

Learn more

Integration without the hassle

Choose from thousands of apps to support your business. Sync contacts and trigger automations with native integrations for Gmail, PayPal, Quickbooks, and more.

Learn more about integrating with Keap

Graphic showing how Keap integrates with other applications.

Give your lead capture efforts a huge boost with Keap’s CRM

Try free

What is a client management system?

In short, it is a software platform that allows businesses to effectively manage their relationships with leads and customers. It serves as client tracking software, helping you monitor all communications and nurture relationships.
Does this app also keep track of client payments?

Yes, it does. With Keap’s native payment processors, you can send and receive payments right in your CRM software, using some of the most prominent names in ecommerce (including PayPal, Stripe, and WePay).
What does client tracking software do that a spreadsheet can’t?

Where do we start? By choosing a client management app like Keap, you are giving yourself the ability to track the status of each and every client and lead in your system, all in real time. Automation is also a huge benefit.

Learn more about how client management works within a CRM.

Get organized and automate follow-up with Keap’s client management software