Keap

Get AI-powered recommendations for sales opportunities and customer insights.

Monitor competitor activities and market trends with AI insights.

Generate custom reports and dashboards to track sales, marketing, and business metrics.

Create complex automation workflows without coding using visual builder.

Provide customers with a self-service portal to manage their accounts.

Track and categorize business expenses for better financial management.

Create, send, and track invoices with automatic payment reminders.

Support multiple currencies for international business operations.

Accept online payments directly through invoices and payment forms.

Build custom integrations and applications using Keap's REST API.

Bulk import contacts and export data in multiple formats.

Bi-directional data synchronization with integrated applications and platforms.

Connect Keap with 6000+ apps through Zapier without custom coding.

Schedule appointments and meetings with automated confirmation and reminders.

Store, organize, and share documents within customer records.

Create, assign, and track tasks with due dates, priorities, and reminders.

Track time spent on tasks and projects for billing and productivity analysis.

Set up and manage affiliate programs to expand your customer reach.

Automatically score leads based on engagement and behavior to prioritize follow-ups.

Visualize and manage sales opportunities through customizable pipeline stages.

Create professional proposals with custom branding and e-signature capability.

Automate follow-ups, task assignments, and lead nurturing with customizable workflows.

Comprehensive audit trails tracking all user actions and data changes.

Enterprise-grade security with SSL encryption, compliance, and regular backups.

Built-in GDPR compliance features including data privacy controls.

Manage user permissions and access levels with granular role-based controls.

Create and manage a searchable knowledge base for customer support.