Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
Frame new business emails with subjects tied to each prospect.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
Start conversations with referred prospects and record what was sent.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
Reconnect with prospective clients as their deals reach follow-up stages.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Follow up on prospect calls with commitments in writing.
Your prospect gets a short sales call follow-up email with the agreed next step and timing, while you get a copy and any open questions.
Revisit stalled opportunities using the agreed next step.
Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
Invite interested prospects to discuss their potential client work.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
Start new client conversations from approved introductions.
Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.
Draft first emails for new business contacts from account notes.
Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.