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.