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Keap: crm features and setup
A CRM and automation system for small businesses. It connects lead intake and marketing follow-up with the sales process so inquiries do not remain in personal lists.
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Overview
In a small business, the same person may handle both the lead and the sale, making it easy to leave follow-up to memory or an inbox. Choose two follow-ups that actually recur, such as a response after a form submission and a reminder about an unanswered proposal, and connect them to the contact record. Automation should stop when the status changes. If the customer has already replied or another action has been arranged, continuing with the same messages may hurt the service experience.
Features
- Contact and lead management
- Forms and landing pages for collecting information
- Marketing and follow-up automation
Business uses
- Sending initial information after a form is submitted
- Reminding a salesperson to follow up with a prospect who has not progressed
Getting started
- Map the path from form submission to deal and identify two follow-ups that are currently handled manually.
- Submit a test form and check that it creates a contact with the inquiry source and details needed for the first follow-up.
- Move the contact to a status that reflects real progress and check that the old follow-up is not sent alongside the new handling process.
What to check
- Check telephony and messaging availability and costs in your operating country.
- Review data export and setup requirements before moving your full customer list.
Sources to check next
Vendor features and prices change. Confirm details on the linked official pages before you rely on them.