Average Ratings 11 Ratings
Average Ratings 0 Ratings
Description
Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.
Description
We simplify Sales, Quotation and Service by moving away from scattered spreadsheets to a single, centralized application. We help you save time and keep you informed. All information about the sales process is available in one place. Customers, Opportunities, Quotations and Orders, Invoices, Service Tasks and any other information you may need. We can help you improve your communication vertically and horizontally. We offer a platform for sales managers, service reps, estimators and finance to communicate about the sales process. CRM software for sales reps offers complete information and seamless transitions. Consolidating information in one tool can increase employee productivity and communication. All customer information can be tracked in one place without any compromise on data security or ease of use. You don't have to stop improving your sales process by using a traditional enterprise CRM.
API Access
Has API
No
API Access
Has API
No
Integrations
Acquire
Yes
Arborgold
Yes
Brushfire
Yes
DSS
Yes
Dropbox Sign
Yes
FlowUp
Yes
Higher Logic Thrive
Yes
Hushly
Yes
Lead Forensics
Yes
LeadDyno
Yes
Integrations
Acquire
No
Arborgold
No
Brushfire
No
DSS
No
Dropbox Sign
No
FlowUp
No
Higher Logic Thrive
No
Hushly
No
Lead Forensics
No
LeadDyno
No
Pricing Details
$40 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Keap
Founded
2001
Country
United States
Website
keap.com
Vendor Details
Company Name
P3Infotech Solutions
Founded
2016
Country
India
Website
www.orgzit.com
Product Features
Appointment Scheduling
Appointment Reminders
Yes
Automated Scheduling
No
Calendar Sync
Yes
Client Database
Yes
Group Scheduling
No
Mobile Access
Yes
Multi-Location
Yes
Online Booking
Yes
Online Payments
Yes
Recurring Appointments
No
Room Booking Management
No
Billing and Invoicing
Billing Portal
No
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
Yes
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
Yes
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
No
Campaign Management
Channel Management
No
Contact Database
Yes
Email Marketing
Yes
Event Triggered Actions
Yes
Lead Management
Yes
Multi-Campaign
Yes
Contact Management
Activity Management
No
Appointment Management
No
Contact Database
Yes
Contact History
No
Contact Import/Export
Yes
Customer Pipeline
No
Email Marketing
No
Group Management
No
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
No
Sales Pipeline Management
Yes
Search / Filter
No
Segmentation
Yes
Shared Contacts
Yes
Social Media Integration
No
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
No
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
Customer Communications Management
Batch Communications
Yes
Chat / Messaging
No
Content Management
Yes
Email Distribution
Yes
Interactive Content
No
Multi-Channel Communications
No
On-Demand Communications
Yes
Personalization
Yes
Print Management
No
Template Management
Yes
Video Content
No
eCommerce Marketing
AB Testing
No
Abandoned Cart Email
No
Analytics / ROI Tracking
No
Customer Data Profiles
No
Dynamic Content
No
Email Marketing
No
Email Personalization
No
Facebook Ads
No
Google Ads
No
Product Recommendations
No
Push Notifications
No
Retargeting
No
SMS Marketing
No
Search Marketing
No
Segmentation
No
Signup Forms & Popups
No
Social Marketing
No
Triggered Emails
No
Website Visitor Tracking
No
Email Marketing
A/B Testing
Yes
Artificial Intelligence
No
Auto-Responders
Yes
CAN SPAM Compliance
Yes
Customer Surveys
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Event Triggered Email
Yes
Image Library
Yes
Landing Pages/Web Forms
Yes
Mailing List Management
Yes
Mobile Optimized Emails
Yes
Reporting/Analytics
Yes
Subscriber Management
Yes
Template Management
Yes
WYSIWYG Email Editor
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
No
Lead Nurturing
Yes
Lead Scoring
No
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
No
Source Tracking
No
Lead Nurturing
A/B Testing
Yes
Campaign Management
Yes
Drip Campaigns
Yes
Lead Capture
Yes
Lead Notifications
Yes
Lead Scoring
No
Lead Segmentation
Yes
Performance Metrics
Yes
Personalization
Yes
Pipeline Management
Yes
Marketing Automation
A/B Testing
Yes
Analytics / ROI Tracking
Yes
Artificial Intelligence
No
Content / Blogging Platform
Yes
Customizable CTAs
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Landing Pages / Web Forms
Yes
Lead Scoring
Yes
Sales Intelligence
Yes
Search Marketing
Yes
Segmentation
Yes
Social Marketing
Yes
Website Visitor Tracking
Yes
Quoting
Automated Quoting
No
Catalog Management
Yes
Client Portal
No
Contact Management
Yes
Customer Accounts
No
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
No
Pricing Management
Yes
Product Configurator
No
Proposal Management
No
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Lead Management
Activity Tracking
No
Campaign Management
No
Lead Capture
No
Lead Distribution
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No