Keap Pricing, Features, Reviews & Comparison of Alternatives

Keap

Smart Client Management for Small Businesses

4.0/5 (1 review)

Keap overview

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.
keap.com

Pricing

Starting from
$99/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
Keap screenshot: Users can set up a calendar with their availability and send it to their client via email to schedule and manage meetingsKeap screenshot: Clients simply select the ‘pay now’ button in the invoice, and their credit card on file is chargedKeap screenshot: Keap enables users to organize all of their client information and daily work from a central platformKeap screenshot: Users can create and share proposals with their company logo and standard services quickly and easilyKeap screenshot: Convert quotes to invoices in one stepKeap screenshot: Create and track invoices to see which have been viewed, paid or are past due

Keap reviews

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1

Average
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Features
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Keap pricing

Starting from
$99/month
Pricing options
Free trial
Subscription
View Pricing Plans

Pricing starts at $99/month

Keap features

Automatic Reminders
Calendar Management
Data Import/Export
Third Party Integration

API (302 other apps)
Activity Dashboard (172 other apps)
Activity Tracking (126 other apps)
Automatic Notifications (166 other apps)
CRM Integration (116 other apps)
Custom Fields (131 other apps)
Customer Database (123 other apps)
Customizable Branding (152 other apps)
Customizable Reporting (132 other apps)
Customizable Templates (132 other apps)
Electronic Payments (115 other apps)
Email Integration (150 other apps)
Email Templates (111 other apps)
Mobile Integration (119 other apps)
Reporting & Statistics (172 other apps)
Social Media Integration (129 other apps)

Additional information for Keap

Key features of Keap

  • 230+ integrations
  • Appointment management
  • Automatic Google Calendar updates
  • Automatic confirmation emails
  • Automatic payment reminders
  • Batch communications
  • Business card/badge scanning
  • Catalog management
  • Client activity tracking
  • Client communications
  • Client data synchronization
  • Client database
  • Client information management
  • Client scheduling
  • Contact import/export
  • Credit card payments
  • Customizable dashboard
  • Daily, weekly, monthly payments
  • Drip campaigns
  • Estimates management
  • Interaction tracking
  • Invoice management
  • Invoice tracking
  • Lead capture
  • Lead management
  • Lead segmentation
  • Lead tracking
  • Mobile access
  • Mobile payments
  • Notes
  • Payment processing
  • Personalization
  • Personalized communications
  • Personalized quotes
  • Proposal templates
  • Proposals management
  • Sales pipeline management
  • Search/Filter
  • Work prioritization
View All Features

Benefits

Client management tools help users organize all their lead and customer information (contact information, shared files, meetings history, etc.) from a single location.

Users can send an email link to clients with their calendar and availability. Clients simply pick an available time to meet without the need for any more calls, emails or texts.

Users can create and customize proposals with their logo and standard services using Keap’s proposal templates. Quotes can be stored and used again and again.

Use invoice management tools to track invoices and see which have been viewed, paid or are past due. Automatic reminders help users manage late invoices or overdue payments efficiently.

Keap gives users central access to a complete history of all of their business relationships, past communications, dates and other information.