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What is Psalm?

Psalm is an innovative cloud-based CRM and business management solution crafted for small businesses that need to create quotes before finalizing sales. It adeptly manages inquiries, reminders for follow-ups, price quotes based on diverse criteria like size and quantity, as well as sales orders, invoices, and payment workflows. Clients can conveniently accept quotes online, which transition smoothly into orders that allow for deposit and staged payment options, accompanied by invoices that eliminate the need to re-enter line items. Moreover, Psalm tracks outstanding balances and categorizes overdue amounts into 30, 60, and 90-day intervals for better financial oversight. Users can customize their documents by adding their business logos, colors, and letterheads, enhancing brand identity. Additionally, the platform includes a guided importer that integrates with Excel and Google Sheets, and subscribers to paid plans gain access to an AI assistant that utilizes business records to increase operational efficiency. Pricing is structured per organization, featuring a free tier for a single user to manage invoices, quotes, and customer interactions, with paid options available at £39/month for up to three users, £99/month for up to fifteen, or £199/month for up to fifty users. A 14-day risk-free trial is available without requiring credit card information, giving businesses the chance to explore the platform's capabilities prior to making a commitment. This level of flexibility not only allows small enterprises to select a plan that meets their specific requirements but also equips them with valuable tools to enhance their operational efficiency and growth potential. By utilizing Psalm, small businesses can streamline their processes and improve their overall productivity.

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.

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Media

Integrations Supported

Facebook
Justdial

Integrations Supported

Facebook
AnswerForce
Boss Insights
Chat Metrics
ClearoutPhone
Domo
Equinox
Google Calendar
HubSpot Customer Platform
Quoter
ScrumGenius
SlickText
Trello
Unifonic
VisitorTrack
WizeHive Zengine
WooCommerce
Workhorse
eLearnCommerce

API Availability

API Availability

Pricing Information

£39/month
Free for one person using invoices, quotes and customers. Monthly company plans: £39 for up to 3 people, £99 for up to 15, and £199 for up to 50. Annual billing is £390, £990 and £1,990 respectively (two months free). The 14-day trial requires no card. Jordan Labs Ltd is not VAT registered, so prices include everything.
Free Version
Free Trial Offered?

Pricing Information

$40 per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Jordan Labs Ltd

Date Founded

2026

Company Location

United Kingdom

Company Website

psalmcrm.com

Company Facts

Organization Name

Keap

Date Founded

2001

Company Location

United States

Company Website

keap.com

Categories and Features

Billing and Invoicing

Not specified

CRM

Not specified

Quoting

Not specified

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

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