Keap

Keap

Smart Client Management for Small Businesses

4.6/5 (5 avis)

Keap - Présentation

Keap is a smart client management software designed to help small businesses organize leads and important client information, centralize client communication, manage quotes and appointments, as well as create and send invoices all from a single platform. Keap supports a range of features including client, appointment and quote management tools, plus invoicing and payments, pipeline management and integrations. Access to over 230 native and supported integrations enable users to sync data automatically across all of their different apps like QuickBooks, Xero, Wordpress, Gmail, and more.

The Keap platform provides users with the tools to organize their customer information and daily work in one place. Users can manage follow-up tasks and update client records, as well as utilize personalized communications (automatic messages to leads, pre-written emails) with client management and communication tools. Keap gives users quick and central access to all of their important client information including contact information, shared documents and contracts and historical records of meetings, payments, emails, and more.

To manage appointments, users simply set up their calendar with their availability and email the link to their client who selects their preferred time and date. Automatic email confirmations and Google Calendar updates ensure everyone is on the same page. Users can create and manage estimates, proposals and quotes, then get clients to review and accept them easily on their phone. Keap can convert quotes into invoices in one click. Invoice tracking tools and automatic payment reminders help users manage late invoices or overdue payments. Keap supports mobile access, giving users the flexibility to access all of their client information on the go.

Prix

À partir de
99,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

États-Unis

Langues

anglais

Keap - Avis

Note globale
4.6/5
100% d'avis positifs
3
Excellent
2
Très bien
0
Moyen
0
Médiocre
0
Horrible
Lindsay H.
Traduire avec Google Translate

It sends out email blasts, if that's what you need.

Logiciel utilisé toutes les semaines pendant plus de deux ans
Publié le 11/04/2019
Provenance de l'avis : Capterra

Overall it does what it is mean to to do, but I don't have the time to dedicate to learning the intricate ins and outs to make my email blasts better and contact lists more targeted. Its a lot of work, and I need those types of things streamlined.

Avantages

I like that you can create sequences, and you can really build your contacts and leads in a meaningful way.

Inconvénients

I find their customer service not quite as knowledgeable as I'd like, and I find it to sometimes be more complicated than necessary when trying to pull reports.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

5.0/10
Tanja J.
Traduire avec Google Translate

Keeping Keap Forever!

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 02/06/2019
Provenance de l'avis : Capterra

Customer Service and my Account Manger are freaking amazing!

Avantages

The functionality is wonderful. I’m pretty tech savvy so the learning curve was manageable for sure. I love the various features and the ease of use!

Inconvénients

E-commerce integration could be improved and the landing page builder has changed recently it seems and I would like to see the features that were on it to be brought back.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Kayode G.
Traduire avec Google Translate

Keap Is Great

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 23/05/2019
Provenance de l'avis : Capterra

Awesome

Avantages

The interface is great and the creation of campaigns is easy

Inconvénients

It should be cheaper if email marketing segment is alone and people who need more service or feature pay more. This will helps starters/beginners like mine to use the software more

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Andres R.
Traduire avec Google Translate

one less thought

Logiciel utilisé toutes les semaines pendant 1 à 5 mois
Publié le 30/05/2019
Provenance de l'avis : Capterra

I have created and sent invoices and received payments with no problems.

Avantages

the software is easily accessible and very informative.

Inconvénients

There are very few dislikes that I have for the software.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10
Jeremiah B.

Note sans commentaire

Publié le 14/03/2019
Provenance de l'avis

Keap - Prix

À partir de
99,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Pricing starts at $99/month

Keap - Fonctionnalités

  • Gestion des calendriers
  • Importation et exportation de données
  • Intégration de tiers
  • Rappels automatiques

  • API
  • Base de données de clients
  • Base de données de contacts
  • Champs personnalisables
  • Intégration CRM
  • Intégration des e-mails
  • Intégration des médias sociaux
  • Intégration mobile
  • Modèles personnalisables
  • Notifications automatiques
  • Paiements électroniques
  • Rapports et statistiques
  • Rapports personnalisables
  • Stratégie de marque personnalisable
  • Suivi des activités
  • Tableau de bord d'activités

Plus d'informations sur Keap

Keap - Principales fonctionnalités

  • Appointment Reminders
  • Batch Communications
  • Business Card/Badge Scanning
  • Calendar Sync
  • Calendar/Reminder System
  • Calendar/Reminder System
  • Catalog Management
  • Client Database
  • Contact Import/Export
  • Customizable Invoices
  • Drip Campaigns
  • Interaction Tracking
  • Lead Notifications
  • Lead Segmentation
  • Lead Segmentation
  • Mobile Payments
  • On-Demand Communications
  • Online Booking
  • Online Invoicing
  • Online Payments
  • Online Payments
  • Payment Processing
  • Personalization
  • Personalization
  • Pricing Management
  • Quotes/Proposals
  • Quotes/Proposals
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Segmentation
  • Segmentation

Avantages

  • Client management tools help users organize all their lead and customer information (contact information, shared files, meetings history, etc.) from a single location.

  • Users can send an email link to clients with their calendar and availability. Clients simply pick an available time to meet without the need for any more calls, emails or texts.

  • Users can create and customize proposals with their logo and standard services using Keap’s proposal templates. Quotes can be stored and used again and again.

  • Use invoice management tools to track invoices and see which have been viewed, paid or are past due. Automatic reminders help users manage late invoices or overdue payments efficiently.

  • Keap gives users central access to a complete history of all of their business relationships, past communications, dates and other information.

  • Keap - FAQ

    Voici quelques-unes des questions fréquentes sur Keap.

    Q. Quels sont les types de licence disponibles pour Keap ?

    Types de licences disponibles pour Keap :

    À partir de: 99,00 $US/mois

    Type de licence: Abonnement

    version d'essai gratuite: Disponible

    Pricing starts at $99/month

    Q. Quelles sont les principales fonctionnalités du logiciel Keap ?

    Fonctionnalités du logiciel Keap :

    • Appointment Reminders
    • Batch Communications
    • Business Card/Badge Scanning
    • Calendar Sync
    • Calendar/Reminder System
    • Calendar/Reminder System
    • Catalog Management
    • Client Database
    • Contact Import/Export
    • Customizable Invoices
    • Drip Campaigns
    • Interaction Tracking
    • Lead Notifications
    • Lead Segmentation
    • Lead Segmentation
    • Mobile Payments
    • On-Demand Communications
    • Online Booking
    • Online Invoicing
    • Online Payments
    • Online Payments
    • Payment Processing
    • Personalization
    • Personalization
    • Pricing Management
    • Quotes/Proposals
    • Quotes/Proposals
    • Sales Pipeline Management
    • Search/Filter
    • Segmentation
    • Segmentation
    • Segmentation

    Q. Qui utilise Keap ?

    Utilisateurs habituels du logiciel Keap :

    PME

    Q. Dans quelles langues Keap est-il disponible ?

    Langues dans lesquelles Keap est disponible :

    anglais

    Q. Quels sont les types de licence disponibles pour Keap ?

    Types de licences disponibles pour Keap:

    Abonnement

    Q. Keap prend-il en charge les appareils mobiles ?

    Nous n'avons pas d'informations sur les appareils pris en charge par Keap.

    Q. Avec quelles applications Keap peut-il s'intégrer ?

    Applications s'intégrant à Keap :

    BigCommerce, FuseDesk, Help Scout, Justuno, Microsoft Outlook, Shopify, Wistia, Wordpress, Xero, Zendesk

    Q. Quelles sont les ressources d'aide disponibles pour Keap ?

    Ressources d'aide disponibles pour Keap :

    FAQ, Forum, Support en ligne, Support téléphonique, Tutoriels vidéo