Frequently asked questions
Does Keap provide reporting on sales pipeline effectiveness?
Yes. With Keap’s pipeline reporting analytics, you can easily pull up a chart showing how your pipelines are working. View trend lines and see how your sales reps are performing.
What reporting integrations work with Keap’s CRM analytics?
Graphly syncs easily with Keap to give you access to even more beautiful, easy-to-read reports. You can even take immediate action by starting or stopping automation right from the reports.
What kinds of business decisions can Keap’s sales and marketing reporting software help with?
You can track every stage of the customer lifecycle, from initial engagement, to nurturing, to conversion, and even through the customer stage. You’ll be able to see where there are drop-offs in your marketing funnel and sales process, and where engagement is highest. When you accept payments through Keap, you’ll be able to track sales and marketing efforts directly to revenue.
Do reports and analytics change depending on which Keap plan I have?
Yes. Most reports and analytics features are available with the Keap Pro and Keap Max editions.
Can Keap create CRM reports based on audience segments?
Yes. You can easily segment audiences in Keap by applying tags. Then you can run reports based on the tags. Keap allows you to apply multiple tags to contacts in your CRM, giving you tons of flexibility in your audience segmentation and reporting.