Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
Resend client meeting invites when a booked video link changes.
Guests get the current video link in their meeting invitation, and you get an email showing what changed.
Draft replies to introductions from clients and trusted contacts.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
Welcome each new engagement with its agreed scope and kickoff steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.