CRM Platform

crm tool
Keap is a CRM Platform that helps small businesses get organized and eliminates repetitive tasks (like follow-up emails, texts, calls, sending quotes, collecting on invoices, etc.) associated with a typical business day.

Software Integration

CRM (Client management)

Client database software – House all your client activity and communications in one place. Increase efficiency and productivity by connecting your data, applications, and devices to Keap’s software integrations. Customer relationship management software keeps all client interaction history.


Keap alerts you when your leads and clients email, text or call so you’re quick to respond and on point. Respond to clients the way they want, reach customers the right way. Add SMS messaging with Keap to your business for fast communication and to ensure clients get the information they need.


Your clients pick an available time to meet while you move on with your day. Hassle-free scheduling your calendar, email the link and manage appointments. Once a time has been booked, a confirmation email is sent, automatically updating your Outlook or Google Calendar. Everyone is on the same page and properly prepared. Appointments are built into Keap and now, Keap Mobile App! This puts all your data, notes, and calendars in one place before the big meeting.

Sales Pipeline

A snapshot of your entire business The Keap pipeline feature is an interactive way for you to track and manage your leads and clients throughout your sales process all in a single view. Leads or clients keep track of all their activity The customizable dashboard organizes your leads and tracks them, along with existing clients, throughout your sales process. Organize & prioritize all your work Now that your contacts and leads are centralized, Keap’s software allows you to customize each stage of your sales process—helping you organize and prioritize your work.

Marketing Automation

Automate your sales and marketing Spend less time copy and pasting messages, manually following up with leads and clients, and more time meeting and serving your clients. Turn leads into customers, and automate repetitive tasks with quick and effortless “when/then” templates so you can really visualize and understand your automation. Advanced Automation Automate your most complex business processes. Create a sequence of email messages that get sent based on timed triggers or client actions.

Set up an automatic process for sending texts and emails to new leads with pre-written emails you can customize that guide your lead to the next step. Create a repeatable sales process with automatic emails that get sent when you move a lead from one stage to the next. Standard tasks and checklists ensure your team delivers consistent service each time.


From the proposal, to paying client Your client is ready for a quote. Provide them with the full details of your services and pricing. They can accept with a single click. Trigger email sequences automatically when you move a lead from one sales stage to the next. Never miss a step in your sales process.

When leads request a quote, you can immediately send them a personalized quote detailing your services and costs. Instant quoting makes it easy for clients to choose you for the job. Create proposal templates with your logo and standard services in minutes.

Customize it as needed and share it with clients instantly. Save and store your quotes to be used over and over again. When the work is done, Keap converts your quotes into an invoice with one click, saving you time and keeping you and your client on the same page.

Invoices & Payments

Accept credit cards, send invoices, and track who’s paid in the app. Seamlessly. Your client simply hits the ‘pay now’ button in the invoice, and their credit card on file is charged. Set up daily, weekly, or monthly payments based on your business needs then send automatic reminders to help get you paid faster.

The app will send friendly payment reminders, getting you out of playing bill collector. Keep track of your money Create and track invoices to see which have been viewed, paid, or are past due. Get paid automatically A one-time setup helps ensure on-time payments automatically. Choose a frequency that makes the most sense for your business – either daily, weekly, monthly, or yearly. You can even automatically update expired cards for a subscription.


Connect your data, applications, and devices from across your business to be more efficient and productive. Integrate for action plans, specialty apps, pre-built campaigns, services, and technology partners to extend the value of Keap and grow your business. Choose from a range of Writers Designers Developers Trainers Consultants Applications Reporting & InsightsVisualize traffic, data, conversions, and more using our updated analytics dashboard. Gain the valuable insights your data can provide to make smart business decisions.

Try a free trial of Keap today

crm tool

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