Looking for an intuitive customer relationship management (CRM) tool to collect more leads and convert more clients? Want to leverage sales automation, marketing automation, payments, and customer relationship management – all in a single mobile-friendly platform? If your answers are in the affirmation, Keap can be an excellent choice for you.

What Is Keap?

Keap can be described as a cloud-based business growth platform, which was formerly known as InfusionSoft. The primary core of Keap consists of email marketing, CRM, lead generation, and automation.

One of the biggest advantages of Keap for small businesses is that it helps them store and track all client communications in a single, unified place. Moreover, small businesses can follow up with clients and keep all important information securely. Keap also allows you to integrate your apps, data, and devices with a variety of software options such as Gmail, Outlook, Zapier, and AppointmentCore.

You can also save time with Keap by using a rich range of pre-written emails and templates. You can even pull up any shared documents, contracts, images, and files or explore a 360-degree, holistic view of customer data. Keap can also be used to automate internal forms for gathering specific information and send welcome emails to introduce your brand, products, and services. You can even use it to segment your target audience into different groups based on their activities, interests, and preferences to personalize emails on a large scale.

If this is not all, you can even leverage Keap to automatically send lead magnets and emails with great offers to customers. You can even use Keap to upsell or cross-sell and even encourage customers to reach out to your brand using different communication channels. The list of advantages associated with Keap doesn’t end here. You can even customize landing pages based on special offers, events, traffic sources, and products or services. 

You can even add a range of conversion-driving elements such as lead generation forms, CTA buttons, and testimonials for large-scale customizations. Also, you can set up triggers and Keap can send relevant emails to your contacts automatically. Furthermore, you can use Keap to capture, store, and analyze lead information such as likeliness to buy, preferences, or behavior to set up lead conversions more effectively.

Moreover, you can also keep a close track of contact with leads through calls and texts. You can also automate your sales pipeline and explore other features of Keap such as quotes, invoices and payments, and appointments. Moreover, you can leverage the B2B capabilities, internal forms, CRM, SMS and email marketing tools, automation, invoice and quote generator, and appointment scheduling tools of Keap to connect better with your prospects and customers.

Find out how your organization can leverage Keap to identify, attract, win, and retain more customers. Contact us at Dana Sacco now!