Overview

Keap is an all-in-one sales and marketing automation platform, CRM (customer relationship management) software designed to help entrepreneurs and small businesses manage their customer relationships more efficiently and effectively.  

 

The software offers a variety of features that can help sales teams improve their performance, such as lead management, email marketing, appointment scheduling, contact management, customer data, tracking customer interactions, building strategies based on real client data, and more! 

 

Each of your customer’s interactions is entered within their profile such as payments, conversations, meeting histories, invoices, notes, and emails. With this information, you can make them feel special when you talk to them. 

Features

Email Marketing

Create dynamic email campaigns that reach your target audience with better than average email open rates. Segment your contacts in the CRM by industry and behavior for better targeting.  Attract the right audience with the right message at the right time by leveraging automation triggered by each customer's behavior and much more...    

Text Marketing

Close more deals with text messaging automation. Text messages are read within minutes of receiving them which is why it’s a powerful marketing method. Available on all paid plans and limits apply. See the pricing structure below. 

Payment Processing

Sell online with Keap’s billing software. Send invoices to your clients, get them to pay, send a quote, and add promo codes, upsell, track sales reports and more! 

Appointment Scheduling

View appointments in one easy to use interface and easily manage your time. Integrate with your favourite calendar such as Google and Outlook and automate appointment reminders 

Lead Management

Monitor potential customers at each stage of their buyer journey. Keep track at every point of contact along the path to becoming a customer. For the fraction of the cost than traditional advertising, lead management offers greater levels of conversion.

Sales and marketing automation

Automate your sales and marketing activities and save time. Send out automated welcome messages, status updates, responses to thanks, and much more. You can also perform automatic billing, scheduling and reminders. 

Client Management

Each of your client’s data is stored in one centralised place so you are able build strategies on real client data. See an overall bird’s eye view of which stage your client is at in order to take the appropriate action such as turn leads into customers, send personalise message and much more... so you are able to manage your day more effectively.  

Analytics and Reporting 

Understand what is happening in your business through real time data, and make valuable business decisions.  Analyse email click through rates, form completion, track sales reports and more!

Business Phone Line

Receive a free virtual local phone number allowing you to make calls from a personal smartphone and close deals faster. Send messages; personalize automatic replies and business voicemail.  

Integrations

Integrate your favourite apps that you use every day, plus 60+ tools to launch strategies. 

and many more…

Support

Price Plans

Free Trial for 14 days (No credit card required) 

Includes all features that the pro plan provides.  

Pro $129.00/mo – up to 1500 contacts and 2 users

  • CRM 
  • Dedicated phone line & mobile app 
  • Live in-app support 
  • Automated lead capture & follow up 
  • Email marketing 
  • Payments & invoicing 
  • Appointments 
  • Landing pages 
  • Sales pipeline & analysis 
  • Advanced automations 
  • Sell online 
  • Dedicated success manager 
  • Text marketing (150 text msg credits included monthly and do not roll over to next month. additional texts billed at a rate of $0.04 ) 

Save 20% on annual billing  

Max $199.00/moup to 2500 contacts and 3 users

  • CRM 
  • Dedicated phone line & mobile app 
  • Live in-app support 
  • Automated lead capture & follow up 
  • Email marketing 
  • Payments & invoicing 
  • Appointments 
  • Landing pages 
  • Sales pipeline & analysis 
  • Advanced automation 
  • Sell online 
  • Dedicated success manager 
  • Promo codes & upsells
  • Marketing analytics
  • Text marketing (150 text msg credits included monthly and do not roll over to next month. additional texts billed at a rate of $0.04 ) 

Save 20% on annual billing  

Resources

  • Resources section has 60 minute webinars so you can get started quickly and easily.   
  • A free lifecycle marketing assessment evaluates your business for future growth. The tool identifies areas of opportunity within your customer’s lifecycle and guides you towards the next step so you have a better opportunity to convert prospects.  
  • Free series of email templates to download and personalize them with your business information 
  • Free email subject line generator  
  • Guides  
  • Podcasts  
  • Tools  
  • Webinars 

Summary

Keap is an effective tool for managing tasks and improving productivity. Small businesses can save time and get more done with less work with a wide range of features available. Keap also offers a one-stop marketplace for solutions to help your business such as writers, designers, developers, and more… (Additional costs apply for each different solution). 

 

Keap helps small businesses manage their interactions with customers and prospects all under one roof with automation. It is a complete CRM system that will help improve productivity and increase sales.  

Our service is free of charge, but we receive commissions from the companies we refer to you if you make a purchase, which helps fund our site.

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