messages in one CRM that automatically syncs with your apps. Add contacts to your CRM from your iPhone, spreadsheet, website, even a business card. Keap syncs with your Outlook and Gmail to manage all your emails in one place.
Store client information including:
Contact info like name, phone number, email, socia media details, address(es), birthday
Any shared files, documents, images, contract, proposals, folders
History of all meetings, payments, quotes, conversations, emails, any logged notes
Create proposal templates with your logo and standard service in minutes. Customize it as needed and share it with clients instantly. Save and store your quotes to be used over and over again.
From 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.
Keep track of every important detail. Ditch the spreadsheets
Get better organized, be more efficient with your time, and delight your clients every step of the way. Get a tool that houses all your client activity and
communications on one place. Let the software handle the follow-up, update your client records, and get you paid, while you focus on providing great service.
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 subscriptions.
Convert quotes to invoices in one step
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.
44% of people don’t hire service
providers who are slow to
follow up
Keap alerts you when your leads and clients email, text or call so you’re quick to respond and on point. Everything you need to win the business or service your client is on your device.
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
Move leads along with sales pipelineautomation. Keep track of your money
Trigger email sequences automatically when you move a lead from one sales stage to the next. Never miss a step in your sales process. Easily help your sales team close leads consistently.
Create and track invoices to see which have been viewed, paid, or are past due. Sync to the payment tools you use daily, like Xero or QuickBooks
Quotes: easy to create, easy to accept
Get to yes faster with quotes that can be accepted with a touch of a button. Your clients review and accept the quote right from their phone. No faxing, scanning, or printing required.
Set up your calendar, email the link, and see how easy it is to schedule and manage appointments. No more time-consuming calls, emails, or text messages.
When You Sign Up You Will Also Receive Your FREE Lifecycle Mastery Book!!
Gives You A Simple, Powerful Framework To Grow Your Business!
Without having to waste Time and Money figuring out how to get people to buy your product. Get your staff on the same page to accomplish your vision. Strategically grow a unified business while increasing your finances. Get clarity on what your company is all about, and learn how to really Attract, Connect and Activate your ideal client.
