Keap is a smart client management software designed to help small businesses organize leads and important client information, centralize client communication, manage quotes and appointments, as well as create and send invoices all from a single platform. Keap supports a range of features including client, appointment and quote management tools, plus invoicing and payments, pipeline management and integrations. Access to over 230 native and supported integrations enable users to sync data automatically across all of their different apps like QuickBooks, Xero, Wordpress, Gmail, and more.
The Keap platform provides users with the tools to organize their customer information and daily work in one place. Users can manage follow-up tasks and update client records, as well as utilize personalized communications (automatic messages to leads, pre-written emails) with client management and communication tools. Keap gives users quick and central access to all of their important client information including contact information, shared documents and contracts and historical records of meetings, payments, emails, and more.
To manage appointments, users simply set up their calendar with their availability and email the link to their client who selects their preferred time and date. Automatic email confirmations and Google Calendar updates ensure everyone is on the same page. Users can create and manage estimates, proposals and quotes, then get clients to review and accept them easily on their phone. Keap can convert quotes into invoices in one click. Invoice tracking tools and automatic payment reminders help users manage late invoices or overdue payments. Keap supports mobile access, giving users the flexibility to access all of their client information on the go.
Overall it does what it is mean to to do, but I don't have the time to dedicate to learning the intricate ins and outs to make my email blasts better and contact lists more targeted. Its a lot of work, and I need those types of things streamlined.
I like that you can create sequences, and you can really build your contacts and leads in a meaningful way.
I find their customer service not quite as knowledgeable as I'd like, and I find it to sometimes be more complicated than necessary when trying to pull reports.
Customer Service and my Account Manger are freaking amazing!
The functionality is wonderful. I’m pretty tech savvy so the learning curve was manageable for sure. I love the various features and the ease of use!
E-commerce integration could be improved and the landing page builder has changed recently it seems and I would like to see the features that were on it to be brought back.
The interface is great and the creation of campaigns is easy
It should be cheaper if email marketing segment is alone and people who need more service or feature pay more. This will helps starters/beginners like mine to use the software more
I have created and sent invoices and received payments with no problems.
the software is easily accessible and very informative.
There are very few dislikes that I have for the software.
Pricing starts at $99/month
Below are some frequently asked questions for Keap.
Keap offers the following pricing plans:
Starting from: $99/month
Pricing model: Subscription
Free Trial: Available
Pricing starts at $99/month
Keap offers the following features:
Keap has the following typical customers:
Keap supports the following languages:
Keap has the following pricing plans:
We do not have any information about what devices Keap supports
Keap integrates with the following applications:
BigCommerce, FuseDesk, Help Scout, Justuno, Microsoft Outlook, Shopify, Wistia, Wordpress, Xero, Zendesk
Keap offers the following support options:
FAQs, Forum, Online Support, Phone Support, Video Tutorials