What Does Keap Do? A Walkthrough of Keap Max

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Keap's powerful CRM and sales & marketing automation helps you grow through more efficient lead capture, faster follow-up, and consolidation of all your business tools in a single software. Let's walk through what Keap does by looking at all the features available in the Keap Max plan.

Keap is on a mission to simplify growth for entrepreneurs. We liberate and empower small businesses to strengthen their families, communities and economies. For 20 years, we have been helping small businesses get organized, follow up and automate to grow sales and free up time. Today, as the pioneer of sales and marketing automation software for small businesses, Keap serves more than 200,000 users globally.

00:00 - Introduction
00:30 - Getting Started
00:47 - Dashboard
03:07 - Contact Record
04:27 - Company Record
04:57 - Custom Fields
05:54 - Adding and Importing Contacts
06:41 - Forms
09:55 - Landing Pages
10:24 - Appointments
12:00 - Email & Text Broadcasts
14:28 - Automation
17:18 - Quotes, Invoices, etc...
17:59 - Checkout Forms
18:44 - Pipelines
20:26 - Reports
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really good video. in depth, aesthetically pleasing, user friendly and easy to follow. thank you!

Rolandesperspective
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Great demo! I just became a customer today. This video really gave a great overview.

peterhabibjn
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my keap max classic account looks completely different, and some of these sections don't appear to be available like checkout forms. any idea why?

clairesheehan
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How do I get the code for 50% off for the first three months?

hitenpatel
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I've been a customer for over a year. I still can't do automations myself. It is not easy. This tool is complicated and hiring anyone to set up the automations cost thousands of USD as well as be time consuming. This CRM is not perfect for everyone. And cancellation is not easy including the company dinging for an extra month if you are not within their 10 day notice policy. I have had no success with this after high hopes when I made the decision. I'm still waiting for my success manager to return my call in order to complete the cancellation and swear the staff are well-trained in making cancellation circuitous. Take a screenshot of any cancellation requirements. Think twice to know if this is right for your company.

fairstonevaluations
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Ciao! Quando sarà disponibile anche per i clienti in Italia? Grazie