Importing & organizing leads

Keep track of contact details and save notes about your client interactions. With all of these details in one place, you can quickly and easily communicate with your clients while maintaining a personal touch.

Smart forms

Available in: Keap Pro

With Keap Smart Forms you can customize your forms, including default contact fields and custom contact fields, to collect the key information you need.

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Adding contacts

Available in: Keap Grow Keap Pro

Every contact you add into Keap is an opportunity to close more business. Contacts include your leads and existing clients. Send them direct or automated emails, payable quotes and invoices, appointment booking links, reminders, and more.

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QuickBooks Online Integration

Available in: Keap Grow Keap Pro

It's easy to connect Keap to your QuickBooks Online. The process is fast, easy, and requires no coding experience. Once connected you can export invoice and payment data (cash payments, returns, refunds, & credits) from Keap to QuickBooks.

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Creating and applying tags

Available in: Keap Pro

Every client is important to you, and the last thing you want is to make them feel like they're just another face in the crowd. Tags are like a keyword you place on the contact record that denotes specific attributes about a contact.

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Contacts and custom fields

Available in: Keap Pro

Leads are crucial for a small business, but it can be easy to misplace contact details or lose track of interactions. Your contact cards allow you to store personalized information with custom fields so that you never lose a contact's information again.

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Creating contact lists

Available in: Keap Pro

You can easily find specific groups of contacts like clients or prospects with Keap's powerful search feature. You can use a combination of common fields, custom fields, and tags to search for contacts with shared attributes to create a contact list.

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