top of page

Software Spotlight: Keap

To consistently and effectively grow a business, you need to be organized. But as a company starts to grow, it can be difficult to track new leads and sales details. Keap has developed a software that aims to organize this information for you. This software is an all-in-one Sales and Marketing Automation system that can work for small to large businesses. Get more done in less time by capturing and converting leads automatically.

The 14 day free trial will allow users to explore the extensive array of features and how to utilize them to maximize profit. Once you create and organize a marketing system that works for you, you will have more time to focus on the more creative aspects of marketing. Following up and emailing is an important part of every business, but it's not the fun part of closing sales. Keap combines these sales necessities with convenient features to allow business to focus on less tedious tasks.

As seen on their website, this software includes:

● Marketing and Sales Automations

● Customer Relationship Management software

● Payment and Invoicing abilities

● Email and text messaging to and from clientele

● Appointment Scheduling

● Lead Capture and Pipeline

● Reporting and Analytics

● Business Phone Line

● Integrations

Let’s break down these helpful features, so that every user can easily understand what they are purchasing and why. In three minutes, marketers can customize the automation templates to suit their individual business needs. For instance, when a new lead form is submitted, Keap can send an introduction email and then follow up with a consultation message. Schedule as many follow up emails or messages as needed. Email marketing is also an important way to follow up with customers, old or new. Send segmented and mass emails to your customer base by organizing which email will be sent to whom. Keap has the ability to create separate lists of emails, including their content and when they will be sent.

This software offers an impressive CRM system, which allows users to view all communications in one place. See who you need to follow-up with and when, and sync with other tools for a customizable experience. Send consultation invites, save contacts, and follow-up with ease. When you organize the CRM system, your time communicating with customers will dramatically decrease and become more efficient.

If you already use other applications or software systems, Keap is ready to integrate. The free integration software allows users to connect their Keap details with Gmail, Paypal, Outlook, Google Calendar, and much more. Although all of these features are incredible, my personal favorite is the dedicated phone line. Separate your business and personal life with a free phone line, which is more important than ever in the digital age. Never worry about feeling pressured to take a business call during family dinner ever again.

Keap was built by entrepreneurs, for entrepreneurs. The software was created for startups, corporations, and everything in between. Keap wants to support the growth that it aims to cultivate, which is why it offers features for every step of the way. Start a two-week free trial today, and see what Keap can do for your business. They also have a dedicated customer support service and help center, which is a necessity for those just starting out in their marketing and sales journey.


Daniel James Consulting is a Full-Service Business Consulting Firm based in New York that designs solutions tailored specifically to the needs of your business in order to ensure you achieve continued success by designing, developing and implementing plans, metrics and platforms, be it a one-man operation, non-profit, startup or large organization. Our packaged solutions or a la carte selections include Website Design, Marketing & Advertising, Search Engine Positioning, and Graphic Design. Business Management Solutions are also available for companies of all sizes. Daniel James Consulting may receive a commission for products highlighted within the Software Spotlight. For more information please


bottom of page