The customizable dashboard organizes your leads and tracks them, along with existing clients, throughout your sales process.
Now that your contacts and leads are centralized, Keap’s software 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 tool that groups and tracks your leads and client info in one place while also prompting you to take the next step with clients.
Your pipeline activity syncs with each client contact record, giving you a clear line of sight to where each contact is in your process.