Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
Remind task owners about deadlines and record each notice in the sheet.
Your task owners get timely due date reminders by email. Your team hears about overdue work, and your Google Sheets task list tracks notices.
Send handoff notes with files to colleagues from the same note.
You can send a ready note to saved contacts with its attachments and see the send result in the note.
Remind task owners before assigned work comes due.
Your team gets email reminders before action items are due, and you get a linked list of overdue work to follow up.