Keap's sales pipeline feature is an automated way for you to track and manage your leads and clients throughout your sales process all in a single view - get the most from your CRM.
Things used to fall through the cracks - the pipeline is exactly what I needed to stay organized and close more deals.
April Tate - Genesis Travel Agency
Manage your Sales Pipeline with a customizable dashboard that organizes your leads and tracks them along with existing clients throughout your sales process.
Now that your contacts and leads are centralized, Keap’s Sales Pipeline allows you to customize each stage of your sales process—helping you organize and prioritize your work.
Trigger email sequences automatically when you move a lead from one sales stage to the next. Never miss a step in your sales process. Easily help your sales team close leads consistently.
Spreadsheets hold information, and that’s it. Upgrade to a pipeline management tool that groups and tracks your leads and client info in one place while also prompting you to take the next step with clients.
The power of CRM and pipeline management in one software platform means you have a 365, always accurate view of your customers and leads.
The Sales Pipeline allows me to track any notes about the conversation right in the customer record!
Ashley Madden - Helianhus Advising, LLC