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Keap CRM

 Simplifying Your Business, Amplifying Your Success.

Small Business Automation and CRM Software

What is Keap? 


Keap helps you create growth, profit and freedom with software that automates your entire business — from email follow-up to team task management. Plus, you get implementation services and expert strategy consulting to get you going from day one.

BUSINESS AUTOMATION

Meet growth goals with complete business automation

Businesses that reach their goals are more likely to automate tasks and processes like customer follow-up, analytics, and employee onboarding. Keap customers who use automation save 10 hours per week on average and report a 38% increase in revenue.

Three Key Benefits:

Increase Productivity

Increase Productivity

Increase Productivity

Contact prospects and clients faster than ever before

Reach the Right People

Increase Productivity

Increase Productivity

Design Flawless campaigns to reach the right people with the right message

Save Time & Money

Increase Productivity

Save Time & Money

Automate business tasks to save money and resources

*Limited Time Only*

Get a free Keap CRM Cheat Sheet!

Download your copy of our free Keap cheat sheet to learn the main ins and outs of the CRM.

Get My Free Copy!

Stop losing opportunities. Automate your business today.


Grow faster with support at every turn

  • U.S.-based phone support & 24/7 chat
  • Free on-demand product training
  • Pro services by automation experts

LIFECYCLE AUTOMATION

Software empowering your strategy

Our years of working with small businesses have taught us that the most successful were those with a strong map of their customer journey and business processes. Those who turned their processes into automation were even more successful.

Award-winning automation and CRM platform

    LIFECYCLE AUTOMATION

    Create the ideal customer journey at scale

    Get the only small business CRM and business automation software built around giving your leads, clients, and team a smooth, professional experience.

    Example of Keap:

    See how to use Keap:

    Starting off...


    We start by creating a campaign and form that fits the campaign goal. For this example, we are showing the form on this page.


    Next...


    We put them into a sequence that will allow us to control their journey. We use the internal tools offered by Keap to build automation that will...


    1. Automates updating and tagging the incoming contact according to the interest they have shown - logging this info for future use.
    2. Send texts and emails automatically or create follow-up tasks for employees handling leads.

    Finally... (for this example)


    We use task outcomes to mark how the calls have gone, tag the leads, and move them accordingly. Applying these tags will allow us to trigger other campaigns that we have made in Keap. 


    For example, in the picture to the right, you'll see we used task outcomes to tag people with "Booked Demo" which could put them into a campaign that has specific messaging for the demo. 

    General Outline of Getting Started:

    Step 1:

    Step 1:

    Step 1:

     We first meet to make sure that Keap is a good fit for you. We will talk about business goals and what you ultimately envision for you Keap being your CRM.

    STEP 2:

    Step 1:

    Step 1:

    An outline of work to be done and a roadmap of your Keap development is created and reviewed before we begin to make changes to Keap.

    STEP 3:

    Step 1:

    STEP 3:

    We review any current client lists and tags you want to be uploaded into Keap and decide on verticals and campaign types as well as sales pipeline structure

    STEP 4:

    STEP 4:

    STEP 3:

    Integrations talk happens. If you use any tools in your tech stack, we will do our best to integrate them with Keap when we can.

    STEP 5:

    STEP 4:

    STEP 5:

    Building starts to happen! After this, you will have an operational CRM, where contact data and lead information will be stored for automated follow-up and record-keeping.

    STEP 6:

    STEP 4:

    STEP 5:

    At this point, we will make tweaks and changes according to the data and how things look. Keap setups change from company to company, so we want to be sure Keap is optimized for you!

    Customer Reviews:


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