Keap is small business crm software that offers some high-end CRM solutions to your organization. It helps you be efficient, organized, and quick in all your tasks. The tool is an excellent platform to maintain a consistent chain of follow-ups. Keap also makes it easy for you and your business to close more leads by providing them with complete details of service and pricing. Its efficient algorithms also allow you to save time for more productive tasks by automating repetitive and simple tasks. Apart from the basic CRM activities, the tool will also help you manage messages, appointments, and sales pipelines.
Editions and Pricing
Keap provides a free trial version to all its users, so that they can understand and go through the features well. Additionally, the tool is also available in three different versions for small and medium businesses to manage their CRM:
$79 per month
$149 per month
$199 per month
For Small Business
For Growing Business
For Established Business
Capabilities and Supporting set of Features: 350 words
The task of client management can be done more effectively and efficiently with the help of Keap website. The contacts option from the left pane shows the name, email address, and their date added. You can further use filters to get the precise information in this direction. The tool also allows you to import contacts from external sources such as Google and OneDrive. This can be done by clicking on the Import button on the top right corner of the window.
Just like any other messaging application, Keap allows you to send and receive messages that are important for your business. All you need to do is to type the message in the text section and tap on send. The application also allows you to star important messages so that they can be viewed later. You can also store them as notes and copy their text for further use.
Making and Managing Appointments
Managing appointments is one of the core features of any CRM tool. Keap a top crm tool for small business that lets you to simply share a link and book an appointment. The appointments are then added to the Google Calendar. The user also gets a chance to edit the appointments with options such as reschedule, making notes, email, and cancelling. You only need to click on the Appointment option on the left pane. This will open the calendar with dates and related events. The appointment option at the bottom of the screen you can click to send an email invite. You only need to fill in the necessary details and click on the Send button provided in the application.
Invoice and Payments
The feature allows you to track and manage your invoice and payments. For this, you only need to fill in the basic information such as name, email address, and amount. When you will click on the Next button, it will help you create and manage your invoices easily and quickly.
The application is available on iOS as well as Android Platforms. It can also be used on Web-based, Cloud, and SaaS platforms.
- Call Support
- Online Chat Support
Pros and Cons
- The software promptly responds to all the incoming leads and contracts.
- Automated messaging.
- Pre-written emails.
- There are endless customization options.
- Flexible and automate processes that usually takes long time.
- Fun to create campaigns.
- The tool is not user-friendly.
- It is quite expensive.
- It uses a flat database that is not good for business to business.
- Usually takes long time to set up.
- It is a great tool for e-commerce platforms.
- Automated Notes
For more details, please visit the Keap website.
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