With Keap’s native payment processors, you can send and receive right in your CRM payment processing software, using:
[Keap’s payments platform] has been easy to use and the addition of the pay now button on the invoices has been incredible.
The days of confusing spreadsheets and reporting are over. Within the Keap app, you can track intuitive sales reports and set success metrics that are customized to the growth goals of your small business.
Keap’s powerful CRM connects easily to all the data, apps, and devices that are behind the day-to-day operations of your business. That includes Gmail, PayPal, and Quickbooks, allowing you to trigger automations and sell more effectively.
Can I send a quote directly to my customers within the software
Yes! Keap’s CRM with invoicing allows you to send a personalized quote directly to your current and prospective customers. Keap also offers the ability for customers to pay directly from the quote.
I need to invoice customers on a regular schedule. Can I set up automatically recurring payments?
With Keap’s CRM and billing software, you can set up recurring payments, determine payment frequency, add custom start and end dates, and pause payments when necessary. Recurring payments can be accessed in the contact record.
Read more about recurring payments in Keap here.
Is Keap’s CRM payment processing software a good fit for ecommerce stores?
Many ecommerce stores currently use Keap to grow. Keap’s CRM payment processing software is very capable of processing a high volume of payments and online orders, so ecommerce stores can certainly use Keap to grow their business.