Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
Email task owners when their deadlines change.
Your task owners get due date reminder emails after deadline edits. Your team lead gets a Monday list of urgent tasks and address gaps.
Email task owners when deadlines approach and flag overdue work.
Your task owners get timely due date reminders by email. Your team hears about overdue work, and your Google Sheets task list tracks notices.
Email project notes and files to colleagues, then log the result.
You can send a ready note to saved contacts with its attachments and see the send result in the note.
Email the folder owner where matching project files sit.
You can review marked extra copies and their locations before handing a shared folder to another team.
Email designated reviewers each new project file's name and link.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
Email a weekly list of duplicate project files to review.
You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.
Clear duplicate project files and email folder owners what changed.
Keep shared project folders tidy: this cloud duplicate file finder trashes confirmed extras and emails owners a Friday cleanup log.
Remind project owners before their action items are due.
Your team gets email reminders before action items are due, and you get a linked list of overdue work to follow up.