CRM software for entrepreneurs
Keap is an excellent choice for project management
We like the Keap platform's ability to automate emails and the tasks that are assigned daily....
Jan 31, 2023
It incorporates a wide variety of artistic advertising techniques
Thanks to Keap's social media management tools, I can systematically serve and monitor my...
Dec 16, 2022
Keap has helped me put food on the table for a year
The most helpful aspect of Keap is the ability to set up campaigns with tags and triggers and...
Nov 29, 2022
Easily Transition to automating your business.
The automation of all of the different products & Services needed to run a small business....
Nov 04, 2022
the m400 suite gives us the ability to manage all of our contacts and integrate the API into...
Verified User in Computer Software
Oct 11, 2022
Many Hands Make Light Work!
I love the fact that KEAP helps us automate much of the follow up that might otherwise be...
Sep 01, 2022
Virtual Assistant uses KEAP for several Clients
KEAP helps me automate businesses for my clients. I can capture leads with multiple opt ins...
Aug 31, 2022
Keap a complete and easy to use software
It allows us to perform various types of segmentation according to the needs we have, to...
Aug 27, 2022
Great Product, Great Community!
The ability to create almost endless automation of emails and other business tasks is...
Aug 18, 2022
Keap will keep you on task
Keap has been essential in creating a process for me to follow when adding new prospects and...
Aug 16, 2022
The best for all in one place
Keap is wonderful because it consolidated so many different applications for me. Now I have...
Aug 16, 2022
Unicorns Work Here
Streamlining business needs & handholding. It has been such a peace of mind experience to work...
Aug 16, 2022
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.
Collect and organize contacts automatically through custom lead forms, landing pages, and social media.
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.
Quickly tag and segment contacts to trigger automations that are personalized based on client data and activity.
Our experts will migrate your contacts, automations, email templates, and landing pages.
Choose from thousands of apps to support your business. Sync contacts and trigger automations with native integrations for Gmail, PayPal, Quickbooks, and more.
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.