Keap CRM (Lite) was made for solopreneurs and small businesses who are getting started, but who need to scale quickly. This version of Keap includes CRM, automation, email marketing and payments to help you get organized, automate follow up and close leads.
Keap Light Dashboard (Source: Keap)
The Keap App (Source: Keap)
With Keap CRM (Lite), you can add your contacts and leads, and sync your Outlook and Gmail so you can manage everything from any of your devices. Keap lets you import contacts from your iPhone or Android, any spreadsheet, your website, even business cards.
This means you can keep your business relationships maintained up to the minute.
Keap also gives you the tools to respond quickly to leads and impress your clients in a single solution. This includes a business phone line that works on your existing iPhone or Android (US and Canada only) for calling and texting. With your messages and contact info together, you will always have the information you need to close the deal.
And Keap’s automation is a tremendous time saver, converting more leads into customers, and providing an effortless user experience. It allows you to automate repetitive tasks with the push of a button and streamlines your business while maintaining a personal touch.
The appointment feature ends the back-and-forth of finding a time to meet while its one-click quote function makes it easy for clients to accept your proposal. And because Keap updates in real time, you and your clients always are on the same page.
Keap lets you send branded online invoices to your clients and make certain they have viewed them or not. Since reminding your clients to pay is always awkward, Keap’s automatic payment reminder feature can ding your clients for payments, so you don’t have to.
But if you want more than what Lite offers, the most popular Keap plan is Pro, which captures more leads, automates your sales and marketing and does even more than the Lite.
Keap CRM Pro (Source: Keap)
Keap Pro makes it even easier to provide quicker follow-up, enhanced responses and tailored marketing to segmented lists of your prospects, leads and customers. You will delight both current and potential customers with the features Pro offers. That means you are likely to earn more sales.
Whether you use Keap Lite or Pro—or even Max level CRM—they offer seamless sync of your products, contacts and invoices from QuickBooks Online. All you have to do is connect QBO to your Keap account and your contacts and products will be imported. Invoices are only synced from QuickBooks Online to Keap when the invoice is created in QuickBooks. Only new invoices are added to Keap from QBO—the sync is not retroactive for Invoices.
For more details regarding these aspects of integration, see the Keap Help Article, “QuickBooks Online Integration: Contact, Product & Invoice Sync.”
The QBO App Store lists a product called Infusionsoft by Keap for Connex, which not only syncs your e-commerce channels to QuickBooks, but also syncs your customers, invoices, products, orders and payments between QBO and Keap.
It also integrates with major shipping solutions and payment processors, syncs your quantities-on-hand between all your selling-channels to prevent overselling, and automatically matches your sales and payouts from e-commerce records to QBO bank records.
Keap Max Classic features (Source: Keap)
This product is now known as Keap Max Classic. Obviously, some QuickBooks users have found this version works even better to connect QBO to Keap when they are using a number of e-commerce channels that must be connected to QBO as well.
If you are just starting out using QBO, Keap CRM (Lite) may be the CRM solution for you, along with its basic QBO integration. If you have grown and prospered, and are running multiple e-commerce sales channels using QBO for your finances, Keap Max Classic might be the right choice as not only your CRM, but also your e-commerce integration tool.
Acknowledgments and Disclosures
Keap CRM — Graphics and content used within this feature were derived or adapted by the author in part from Keap CRM source materials, including the Keap CRM website. The Keap products specified within this article refer to registered trade names of Infusion Software Inc., a privately operated corporation headquartered in Chandler, Arizona.
Adapted source materials related to products published within this feature by Insightful Accountant are for educational and product promotional purposes only.
As used herein, QuickBooks, QuickBooks Online (QBO) and QuickBooks Desktop (QBD) refer to one or more registered trademarks of Intuit Inc., a publicly-traded corporation headquartered in Mountain View, California.
Any other trade names used herein refer to products which may be registered or trademarked, or otherwise held by, their respective owners. They are referenced for informational and educational purposes only.
This is an editorial feature, not sponsored content. None of the vendors within this article have paid Insightful Accountant or the author any form of remuneration to be included within this feature. The article is provided solely for informational and educational purposes.
The publication of this article, nor inclusion of this product within the related series, does not represent any endorsement by either the author or Insightful Accountant.
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