Keap CRM

Ditch the spreadsheets Get a tool that houses all your client activity and communications in one place. Let the software handle the follow-up, update your client records, and get you paid, while you focus on providing great service. Stop running your business out of your inbox Connecting your Gmail or Outlook inbox to Keap automatically updates your Keap contact record with every sent or received email message. No more leads falling through the cracks Keap software promptly responds to incoming leads and existing contacts by sending highly personalized communications that drive action or sales.

• Set an automatic process for sending messages to new leads—being the first to respond sets you apart from the competition
• Save time by choosing from pre-written emails

Store client information including:

• Contact info like name, phone number, email, social media details, address(es), birthday
• Any shared files, documents, images, contract, proposals, folders
• History of all meetings, payments, quotes, conversations, emails, any logged notes
• Tags (for quick, easy categorization)
• Follow-up tasks

Master multitasking without trying With Keap, you personalize your messages then time your communications to send when new leads come in—even while you’re working with other clients. Collect the client data you need now Use Smart Forms to help you collect the specific info you need right away when you add a new lead.