Keap CRM

Great value for many services in one

I started using Keap a couple of months ago because it allows me to use a couple of different services all in one. Instead of having separate systems for proposals and invoicing, scheduling and email funnels, and professional telephone number, I can do this all in one. It even allows me to text message from the business line they supply me, and from desktop as well, which is a huge plus. Their onboarding systems was fantastic and really helped me learn how to use everything much quicker with the one-on-one lessons. I love that I can easily set up automatic communications for my clients so that when we complete one phase of a project, an email will go out to them with instructions for the next phase. The person helping me learn even helped me to figure out how to personalize the link to the client's portal for each client so I will not need to type that specific link into each email. This is a very helpful step for me! The invoicing system is very nice and easy to use but there are a couple of things I do not like. For one, I cannot bill someone for 1.5 hours of consulting work as it does not take partial numbers so I created a separate item for 1/2 hour, which seems pretty silly to me. The other issue is that I cannot sign someone up for recurring billing each month without me being the one to enter their credit card number. So now this is one feature I still need to use another program for, meaning that income will not be reflected in my total income numbers in my Keap dashboard. The app for the iPhone is nice but really doesn't allow me to do much besides view appointments and see text messages. I'd like to see more of the core features available in the mobile app. I'm sure they will continue to listen to suggestions and revise things as time goes on, and overall I am very happy with the quality of the service.