Keap Review

Keap, formerly known as Infusionsoft, was designed to help your business grow. It can help you gain new leads, manage your leads, deliver quotes to clients, create invoices, and so much more. When you sign up to use Keap, you'll find that many of the tasks that used to take up large chunks of your time will be handled seamlessly.

To learn more about Keap and how it works, read through our review below. We'll discuss some of the features the Keap has to offer and how they will be able to benefit your business.

Keap Review

Client Management

Keap offers a variety of CRM, or customer relationship management, tools to help you keep track of information related to all of your clients. Keap will manage all the activity related to your communications and the activities of your clients. If you connect Keap to your email provider, Keap will automatically update your client records whenever you send or receive messages from them.

Client Management

Keap can also help you make sure you don't miss out on an opportunity or lose a client due to lack of communication at the right time. You can create automated emails that will be sent to your new leads to welcome them and explain the services you offer. Keap also offers a variety of pre-written emails that you can just tweak and personalize to meet your needs.

Keap will compile records for each of your contacts, so you'll be able to quickly find what you're looking for. You will be able to store information including the client's name and contact information, birthday, shared files or documents, and a history of each of your meetings or conversations with the client. You will also be able to create tags to help you organize your clients and create follow-up tasks to ensure you never miss out on an opportunity.

Messages

Keap can help you stay on top of your communication with your clients, allowing you to provide prompt service to address their needs. If you receive emails, calls, or texts from a client, Keap will send you an alert to make sure you can follow up with them right away.

Messages

With Keap, you will also receive a dedicated phone number to share with your clients. This phone number will send calls directly to your existing iPhone, so you'll be able to have the benefit of having a private line for clients without needing to invest in a second phone. When your phone rings, you'll be able to tell whether the call you are receiving is a personal call or a business call.

Appointments

Appointments

Booking appointments with your clients can often be time-consuming and frustrating. With Keap, you'll be able to book appointments with ease using the calendar feature. You can create the time and date you'd like to meet with a particular client and then email them a link to accept the appointment time. If they aren't able to make it, they'll be able to select an option indicating they need to find another time to meet.

Once an appointment is booked, your Google calendar will be updated to reflect your new appointment. Your client will receive an email confirming the appointment time as well.

Sales Pipeline

The Sales Pipeline feature from Keap is designed to help you keep track of where each of your clients are located within the sales process. You can view whether the work you are providing them has been started or completed, whether they have received an invoice, whether they have paid for your services and more.

Sales Pipeline

Viewing this overview of where each of your clients are located within the sales process can help you determine what tasks need to be completed next and which of your clients should be your highest priority.

Keap allows you to customize the different stages in your pipeline based on how your business works. You can also use Keap to automatically send emails to your leads as they move from one step in your pipeline to the next. This can help you ensure that you keep the process moving along for all of your clients.

Automations

Keap offers a variety of automated services to make the task of following up with your clients easier. You can create different messages that will automatically be sent to your clients when they complete certain tasks, such as joining your mailing list or signing up to have work done.

Automations

These automated emails can help you stay in contact with your clients and ensure they are satisfied with the level of service they are providing. Automated messages can also help you make sure your clients complete their tasks, such as submitting payment when an invoice is sent.

Quotes

Quotes

You will be able to create and send personalized and professional-looking quotes for the services your clients inquire about. When you send a quote to a client using Keap, it will be easy for them to accept the quote and agree to hiring you to complete the work. All they'll need to do is click on the 'Accept Quote' button; they won't need to scan or fax any documents.

Invoices

Once you have completed a task for a client, you'll need to send them an invoice for the services you provided. Keap makes this task simple; you'll be able to convert the initial quote you sent your client into an invoice.

This will simplify the process of creating an invoice for you, but it will also present the information to your clients in a way that makes sense since the invoice will match the quote they received.

Invoices

When you email a client an invoice, they'll be able to pay for the work you completed directly from their email. There is a 'Pay Now' button included in each email that will allow your clients to pay using a credit card.

If you will be performing a repeated service for your clients, you can also set up daily, weekly, or monthly payments. Keap will also allow you to set up reminders to be emailed to your clients automatically to help make sure you get paid promptly.

Keap's dashboard will allow you to monitor your invoices and see which ones have already been paid and which ones are still awaiting payment.

Integrations

Integrations

Keap integrates with many apps that you are likely already using to operate your business. You will be able to connect these apps into Keap to help you run your business even more efficiently.

Some of the available integrations for Keap include BigCommerce, Bonjoro, AppointmentCore, Zapier, AdEspresso, Outlook, Leadpages, Intuit QuickBooks, Instapage, WordPress, and ThriveCart.

Reports

You will also be able to view various reports to help you keep track of how your business is performing. You can set Keap to compile reports on topics such as email open rates, form completion, actions of your contacts, and the overall performance of your marketing campaigns. Keap can also help you view your conversion rates and determine where your new customers came from.

Reports

Keap also allows you to run various sales reports. These reports can assist you in viewing the revenue associated with a particular lead or product, the revenue you have generated from referrals, and your projected revenue for the year.

Keap also allows you to run various administrative reports, order reports, and billing reports to help you stay on top of every aspect of your business.

Pros

  • Keap can help you stay on top of your communications with your clients.
  • You can create professional-looking quotes and invoices to send your customers.
  • Keap will automatically update your client log whenever you email a client or they email you.

Cons

  • Marketing automation services and sales pipeline automation are not included in the Grow Plan.

Final Verdict

Keap provides a variety of services that can really help you with your client communications. You'll be able to stay on top of these communications to ensure that you are offering the best service to your clients. If you're ready to get started with Keap, visit their website today.

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