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What is Workely?

Workely is an innovative online solution tailored for home-service businesses, enabling them to effectively manage lead responses and generate quotes. The platform captures inquiries from potential customers through website forms and applies the unique pricing structures of each business to provide customized quotes, while also identifying requests that need the owner's judgment for further evaluation. Business owners can choose to approve quotes prior to sending them or opt for automated dispatch to facilitate smoother operations. Each quote includes a booking link, and it synchronizes with Google Calendar to display available appointment times. To maintain engagement, the platform follows up with leads at intervals of one hour, one day, and three days, halting communication once a booking is secured or if the lead decides to withdraw. Furthermore, it keeps comprehensive records of customer interactions, quote specifics, and job details, and it integrates easily with existing customer relationship management systems. Targeted at professionals in a range of home-service industries like pressure washing, lawn maintenance, cleaning, and pest management, Workely aims to boost efficiency and enhance conversion rates in lead handling. In addition, the platform is committed to refining the overall customer experience for service providers, ensuring that each interaction is as seamless and effective as possible.

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.

Media

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Media

Integrations Supported

Google Calendar
Zapier
n8n

Integrations Supported

Google Calendar
Zapier
n8n
AppointmentCore
AxisCare
Birdeye
ConvertFlow
CustomerHub
DialMyCalls
Google Contacts
Integry
Ion
Lead Docket
Make
Pipedrive
QuickMail
Refold
The Applicant Manager
Thrive Theme Builder
Xobin

API Availability

API Availability

Pricing Information

$149/month
Speed to Lead is $149 per month for up to two seats. The first ten founding customers are offered $99 per month, locked for life. The site describes monthly billing and cancellation without a contract.
Free Trial Offered?

Pricing Information

$40 per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone
iPad

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Workely

Date Founded

2026

Company Location

United States

Company Website

www.workely.ai/

Company Facts

Organization Name

Keap

Date Founded

2001

Company Location

United States

Company Website

keap.com

Categories and Features

Lead Management

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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