Keap’s CRM and sales & marketing automation platform helps small businesses run like a well-oiled machine and grow to the next level of success.
Investing in Keap was crucial to the growth we experienced. It challenged us to redefine how we did our sales and marketing.
Keap’s CRM keeps all prospect and client data in one place so everyone from sales to customer service has the most current info. Use internal forms to routinely gather important information your team needs to know about each client’s needs.
With Keap’s visual sales pipeline tool, your team can quickly see where prospects and clients are in your process at any moment. Set up multiple tracks to customize your sales outreach by lead segment, and track client progress through your service delivery process.
Accept payments directly from Keap, in whatever style fits your business. Create quotes and later turn them into invoices with a single click. Process single payments, multiple payments (such as a deposit and final payment), or set up recurring payments.
Send email and text messages to individuals, a segment, or your entire list via automation. Keap stores all of your communications in one place and automates follow-up and sales nurture. The appointment booking feature allows clients to choose from times you’re available, freeing up your staff from scheduling hassles.