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What is Keap?

Discover how Keap can streamline your operations, automate everyday responsibilities, and enhance your lead conversion. Formerly known as Infusionsoft, Keap serves as a comprehensive CRM solution tailored for small businesses. This platform enables small enterprises to perform their tasks more efficiently and intelligently. By consolidating client details and daily activities into a single location, Keap liberates you from monotonous chores. All your leads, whether recent or established, are easily accessible together. You can retrieve client information anytime, from anywhere, ensuring you never miss a beat. With streamlined scheduling and quoting features, Keap alleviates the stress associated with securing new projects. In addition, you can monitor unpaid invoices and accelerate your payment processes. Build lasting connections by referring friends and enhancing your professional network, all while enjoying the benefits of a well-organized system. The transformation it offers can significantly boost your business's productivity and growth.

What is Bookmemate?

Optimize your scheduling by merging various calendars and planners into your Bookmemate, which will become a crucial tool for your enterprise. Seamlessly oversee your appointments and create invoices as soon as each session wraps up. You can also create lists of regular tasks, assigning a price to each, which simplifies the quoting and invoicing procedures immensely. All client information is securely consolidated in one easily accessible location, enabling you to retrieve it from either your computer or a mobile device while on the go. By designating tasks to new jobs, your quote is generated instantly. Moreover, you have the option to add before and after images, allowing clients to visually recognize the quality of the completed work. Invoices can be produced within seconds after concluding bookings, and you can connect with your bank account to monitor payments and get notifications when invoices are overdue. This platform offers you detailed insights into your business’s performance, showcasing both successful areas and potential losses, which can drastically change the way you view your operations. Utilizing Bookmemate not only empowers you to make educated decisions but also enables you to identify opportunities for growth that could significantly enhance your business's success.

Media

Media

Integrations Supported

ASAP Systems
Arborgold
Chat Metrics
ClickFunnels
CustomerGauge
Digistore24
Driftrock
Ema
FormKeep
HubSpot CRM
Ion
LiveChat
Outdoo AI
Readymode
Recurly
Rippling
SSIS Integration Toolkit
ScoreApp
Textlocal
Zendesk

Integrations Supported

API Availability

API Availability

Pricing Information

$40 per month
Free Trial Offered?

Pricing Information

$20 per month
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Keap

Date Founded

2001

Company Location

United States

Company Website

keap.com

Company Facts

Organization Name

Bookmemate

Date Founded

2013

Company Location

Australia

Company Website

bookmemate.com

Categories and Features

Appointment Scheduling

Appointment Reminders
Calendar Sync
Client Database
Mobile Access
Multi-Location
Online Booking
Online Payments

Billing and Invoicing

Contact Database
Customizable Invoices
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing

Campaign Management

Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Contact Management

Contact Database
Contact Import/Export
Interaction Tracking
Lead Management
Sales Pipeline Management
Segmentation
Shared Contacts

CRM

Calendar/Reminder System
Email Marketing
Mobile Access
Segmentation
Task Management
Territory Management

Customer Communications Management

Batch Communications
Content Management
Email Distribution
On-Demand Communications
Personalization
Template Management

eCommerce Marketing

Not specified

Email Marketing

A/B Testing
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Insurance CRM

Not specified

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Nurturing
Lead Segmentation
Pipeline Management

Lead Nurturing

A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Quote-to-Cash

Not specified

Quoting

Catalog Management
Contact Management
Customizable Branding
Discount Management
Pricing Management

Categories and Features

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Mobile Access
Online Booking
Online Payments
Room Booking Management

Billing and Invoicing

Billing Portal
Contact Database
Dunning Management
Payment Processing
Tax Calculator

Business Management

Not specified

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