Keap's client management software for small business is powered by sales and marketing automation, helping you optimize your customer experiences and effectively manage your day-to-day.
See everything at once and take quick actions directly from the contact record. Access company and contact details from the Keap desktop or mobile app.
Quickly tag and segment contacts to trigger automations that are personalized based on client data and activity.
Choose from thousands of apps to support your business. Sync contacts and trigger automations with native integrations for Gmail, PayPal, Quickbooks, and more.
What is a client management system?
In short, it is a software platform that allows businesses to effectively manage their relationships with leads and customers. It serves as client tracking software, helping you monitor all communications and nurture relationships.
Does this app also keep track of client payments?
Yes, it does. With Keap’s native payment processors, you can send and receive payments right in your CRM software, using some of the most prominent names in ecommerce (including PayPal, Stripe, and WePay).
What does client tracking software do that a spreadsheet can’t?
Where do we start? By choosing a client management app like Keap, you are giving yourself the ability to track the status of each and every client and lead in your system, all in real time. Automation is also a huge benefit.
Learn more about how client management works within a CRM.