Keap

Your Keap CRM, available on the go!
Our mobile app for Keap lets users add or access customer info, tasks, and notes on-the-go, keeping you prepared and ensuring you make a winning impression with customers. Mobile reminders and alerts prevent you from missing important to-do's.

Stay organized with Keap CRM with built in marketing and sales automation. You can view customer details, notes, tasks, call history, messages, and more in one organized contact record so you don’t get caught without the info you need prior to a meeting or business call.

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CRM features:

• Business card scanner: Scan business cards, which will be automatically transcribed and added as a contact in Keap phone call app.

• Easy contact import: Import your business contacts directly from your real phone number.

• Appointment scheduler (For users of Keap Lite, Keap Pro, Keap Max editions only): View your appointments or book appointments directly through the phone call app so you can manage your business line on the go

• Accept payments: View, edit, create and send invoices allowing you to request payment on the go.

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Keap Business Line Features (For users of Keap Pro and Keap Max editions in the U.S. and Canada only):

• Displays caller ID so you always know if the call is meant for your personal or business line. Use the Keap phone number caller ID to quickly see if the call is from your business line so you can answer your sideline number like a pro every time.

• Works as a personalized real phone number generator to easily create or change a virtual number to exactly what you want. Choose your own local number or change phone numbers to a customized number like 555-4MY-HOME so it's memorable for your small business and your clients. It’s a second phone number generator with you in charge.

• Auto replies when you’re away. SMS and call forwarding auto-replies when you miss a text or call on your business line so you never miss out on following up with a lead or an important client.

• Let's you set your business schedule. Set a snooze schedule to pause business line calls and SMS notifications while sideline auto-replies for you to stay connected to your leads while you focus on other things that matter.

• Allows for customization of your business line voicemail. Set up custom voicemail greetings so your second phone number for your business line is specific to your business. Plus, voicemails are automatically transcribed to help you save time and respond quicker.