Tracy creates a custom form and places it on her website.
Tracy creates a “Hot Leads” smart list where lead form info will go.
Bob's request to meet Tracy triggers a string of follow-up emails from Keap.
Each email has an option to schedule an appointment for a free consultation. Bob clicks the link and sets up a time to meet with Tracy.
During their face-to-face meeting, Tracy learns more about Bob's business.
Tracy prepares a quote and email in Keap. Automatic, personalized emails remind Bob to review the quote and accept it online with a single click.
The reminders worked! Bob signs on and is now Tracy’s client.
Tracy and team deliver work that exceeds Bob’s expectations (naturally).
Off goes the branded invoice by email, and Bob happily pays by credit card online. Take payments over the phone, online, in person.
Throughout the sales process Tracy was able to rely on Keap to organize her workflow, personalize her service, and get paid faster.
“Tracy and her team were amazing. We're looking forward to doing business with her well into the future.”
Our new product, Keap, is pioneering smart client management, just as Infusionsoft did for sales and marketing automation 18 years ago.
We believe there’s a better way to manage sales for service businesses both big and small. And that’s Keap—one company with two products to serve all small businesses.
Smart client management software that helps turn incoming leads into satisfied clients.
The #1 all-in-one CRM and advanced marketing automation platform, as rated by G2 Crowd.
Keep serving. Keep striving. Keep growing.