Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
Track open agency deals by stage for the weekly new business review.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Answer community questions for clients and log why others were skipped.
Keep useful community questions from getting buried, with thoughtful replies and a shared record of what you skipped.
Remind campaign task owners of revised due dates.
Your task owners get due date reminder emails after deadline edits. Your team lead gets a Monday list of urgent tasks and address gaps.
Find potential agency clients and prepare tailored first emails for review.
Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.
Email page owners when client keyword rankings fall on mobile.
Your page owners get mobile keyword ranking changes by email. They can see competing pages and which owned pages need review.
Flag client pages whose keyword losses warrant an SEO review.
Your SEO lead gets a short list of pages worth checking when fresh search data shows meaningful visibility losses.
Remind campaign owners about due dates and flag overdue tasks to the team.
Your task owners get timely due date reminders by email. Your team hears about overdue work, and your Google Sheets task list tracks notices.
Flag client keyword shifts and rival pages for SEO review.
Get a daily keyword ranking report that flags meaningful moves and points to the owned pages worth checking.
Flag ranking losses and competitor gains across managed pages.
Your marketing team gets a weekly keyword ranking report showing position changes and owned pages to review.
Email page owners when tracked client pages lose search positions.
Your page owners get ranking drop alerts showing how far their page fell and which competing pages to review.
Shape agency pitch subjects around each prospect's role.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
Send campaign handoff notes and files to saved contacts.
You can send a ready note to saved contacts with its attachments and see the send result in the note.