It has been a huge relief not to have to remember where each individual is in the process. Now, I can just let automation happen and I know Keap will take care of setting up appointments and following up.
Whether you’re learning about the needs of a new lead or asking a client to update their information at tax time, it’s easy to set up forms that feed information directly into your Customer Relationship Management (CRM) system. Segment your contacts, take notes, and assign tasks with a few easy clicks.
Keap’s pipeline tool shows you visually where all your leads and clients are in your process. Trigger automated messages and tasks when contacts move from one stage to the next. Automate your recurring processes to ensure that no client is left behind.