Running a busy small business means juggling leads, nurturing relationships, and closing deals. A client management system can transform chaotic spreadsheets, emails, and sticky notes into an organized, automated workflow that drives growth. Keap offers a powerful platform that brings marketing, sales, and service automation under one roof—helping you boost sales and save countless hours of manual work.

Why Choose an Automated Client Management System?

An automated client management system streamlines every step of the customer journey, from capturing new leads to delivering exceptional service after the sale. By using Keap to automate repetitive tasks you’ll:

• Save time: Eliminate manual data entry and follow-up reminders with drag-and-drop automation.
• Improve organization: Store all contacts, deals, and communication history in a single CRM.
• Personalize outreach: Segment your audience and send tailored emails and texts automatically.
• Increase sales: Track pipeline stages visually and automate next steps to close more deals.
• Streamline operations: Integrate payments, appointments, and reporting without juggling multiple tools.

Core Features of Keap

CRM

Collect lead and customer data in one place, create audience segments, and personalize communications based on contact type.

Automation Builder

Automate processes across your entire business with a flexible, powerful, drag-and-drop builder. Set up workflows to welcome new subscribers, follow up on leads, or re-engage past customers.

Email & Text

Automate email and SMS communications with built-in templates, scheduling, and deliverability reports to track open rates and click-throughs.

Sales Pipeline

Visually track deals as they move through stages of the sales process, assign tasks, and trigger automated actions to keep deals progressing.

Landing Pages & Forms

Capture contact information with customizable forms and landing pages, then automate follow-up sequences to convert prospects into customers.

Payments & Invoicing

Accept payments, track financial performance, and automate invoicing—all within the same platform.

Appointments

Sync your existing calendar or use Keap’s built-in scheduler to set meetings and send automated reminders to reduce no-shows.

Reporting

Monitor the effectiveness of your marketing campaigns, sales performance, and overall business efficiency with comprehensive dashboards.

Benefits for Your Business

• All-in-one solution: Replace multiple apps with Keap’s unified platform for CRM, marketing, sales, and operations.
• Scalable automation: If you can drag and drop, you can automate complex workflows without coding.
• Better customer experience: Provide consistent, personalized communication at every stage of the journey.
• Data-driven decisions: Use reporting insights to refine strategies and allocate resources effectively.
• Seamless integrations: Connect with over 5,000 apps to keep data in sync and reduce manual entry.

Pricing and Plans

Keap starts at $299/month billed monthly, with an annual option to save 17%. Each plan includes 2 users and 1,500 contacts. This covers everything you need to get started with an automated client management system that grows with your business.

Get Started Today

Transform your lead management, nurture relationships automatically, and close more deals with Keap’s industry-leading client management system. Try Keap Free for 14 days Today and see how automation can boost your sales and free up time to focus on what you do best.