Set up your profiles

• Set up your Business Profile
• Set up your User Profile

Add your leads and clients

• In the Mobile IOS application, you can add contacts manually, import from your Contacts List or Scan a business card.
• On the web application, you can Import Contacts or add them individually.

Sort your contacts into Leads, Clients, Invoiced, or Paid - Article coming soon

• Once you have leads, you can: send intro email, book initial consultation or send a quote.
• Once you have clients, you can:  send follow-up email, book follow-up meeting, or send an invoice.

Keap Mobile App

• Mobile App for iOS
• Mobile App for Android
• Keap Messages and Keap Business Line Setup

Keap Messaging using the Web Application

• Messages on Web

Sync your calendar for appointment booking

• Connect to Google Calendar

Invite a lead or client to meet

• Appointments page
• Setting up the appointment booking
• Using appointment booking page
• Reschedule or cancel appointments
• Appointment reminders
• Create appointments from contact record Book Now
• Appointments FAQs

Create an Email Broadcast 

• Send an individual email - Article coming soon
• Use the Simple Broadcast Tool
• Use the Advanced Email Broadcast Tool

Qualify leads quickly with Quotes 

• Send a quote from a contact record

Send Invoices and get paid

• Set up WePay
• Create and send an Invoice
  • Once you have invoiced, you can: see who owes money, send a payment reminder, and add payments.
  • You can also keep track of paid clients!