KEAP Business Software

Contact Management: 

Keap allows you to store and organize your contacts, including their information, interactions, and notes. 

Appointment Booking:

Integrate appointment booking features to streamline scheduling. 

Customizable CRM Fields:

Tailor your CRM to your business using customizable forms and fields.

 Keap Business Line:

This feature provides a second phone number specifically for business use, allowing you to call and text clients while keeping your personal number separate

 Lead Scoring and Nurturing:

You can tag and score leads to prioritize them and initiate automated lead nurturing campaigns. 

Lead Capture:

Keap provides tools to capture leads from landing pages, social media, and other sources.  

Automated Email and Campaigns: Create and deploy automated email sequences (drip campaigns) for lead nurturing and follow-up. 

Pre-built Automation Templates: Leverage pre-built automation templates to streamline common tasks. 

Campaign Builder: 

Use Keap's campaign builder to create and customize marketing campaigns. 

Automation Rules: 

Set up custom automation rules based on contact behavior and actions. 

Landing Pages and Forms: 

Create and manage landing pages and forms to capture leads. 

Email Marketing Tools: 

Design and send personalized emails with Keap's email marketing tools. 

Email Segmentation:

 Segment your contacts based on various criteria to target specific audiences. 

A/B Testing: 

Test different email versions to optimize your campaigns. 

Automated Email Responses:

 Set up automated email responses to common inquiries. 

Sales Automation: 

Automate repetitive sales tasks like lead capture and follow-up. 

Sales Pipeline Management: 

Track and manage your sales pipeline effectively. 

Reporting and Analytics: 

Access sales and marketing metrics to track performance and make informed decisions. 

Reporting Dashboards: 

Use Keap's reporting dashboards to monitor key metrics and identify trends. 

Proposal Templates: 

Create templates with your logo and standard services. 

Quote Automation: 

Trigger email sequences when a lead moves to the next sales stage. 

Quote Follow-up: 

Automatically follow up with leads who haven't accepted the quote. 

Easy Acceptance: 

Clients can review and accept quotes with a touch of a button. 

Invoice Conversion: 

Convert quotes to invoices with one click.

Customize Quotes: 

Adjust quote dates, add line items, add notes, and attach files. 

 Send One-Time or Recurring Invoices: 

Send invoices that sync with your payment and accounting tools. 

Invoice Automation: Automate the process of sending invoices and following up on payments.

Add Line Items: 

Select products or services, edit prices or quantities. 

Track Invoice Status: Keap allows you to track the status of your invoices. 

 Automated Payment-Related Follow-up:

Keap can automate payment reminders and follow-ups, freeing up your team to focus on other tasks. 

Recurring Payments: 

Set up recurring payments for subscriptions or other recurring services.

Credit Card Expiration Reminders: 

Get automatic notifications before a credit card expires to ensure recurring payments stay on track. 

Payment Gateway Integration: Integrate with various payment gateways to process payments seamlessly. 

Project Planning:

Use Keap for project planning, collaboration, task management, tracking, and resource allocation. 

Collaboration:

Keap facilitates collaboration among team members using features like file-sharing, real-time messaging, and collaboration spaces. 

Task Management:

Keap allows users to organize, track, and monitor tasks within a project to ensure they are completed efficiently and on time. 

Automation:

Keap offers advanced automation features to streamline and optimize business processes

 Mobile App: 

Keap is accessible on mobile devices. Work anywhere!

Customer Service and Support: 

Keap offers customer support via live chat and phone.  Keap partners can help you automate your processes.

Ease of Use:

 Keap is designed to be user-friendly, with an intuitive interface. 

Integration: 

Keap integrates with many other tools and platforms.  Both directly and through APIs using automation