Keap has introduced a suite of business automation and payment tools designed to empower employees and improve customer experiences. Outperforming the competition is the goal of small businesses. Growth-focused entrepreneurs need management tools that support their creativity and drive while optimizing team performance.
However, adding one specialized tool after another can lead to redundancy and inefficiency. Keap has integrated several features to become a leading automation and CRM platform for small businesses. With Keap Pay for integrated payment processing, Keap combines marketing, sales, service, and operations automation to help small business owners and managers maximize their potential.
Digital transformation allows small business owners and managers to leverage automation effectively while maintaining the energy and intent of the human element. Keap has evolved over 20 years to integrate marketing, sales, service and operations automation, becoming a market leader. More than 200,000 growth-focused entrepreneurs have trusted Keap to simplify their paths to success. Integrations and partnerships through Keap help entrepreneurs bring more operations under one umbrella. Keap helps entrepreneurs save time, generate actionable insights, and iterate efficiently to meet future challenges, resulting in a more enjoyable customer experience.
Keap Pay extends Keap’s commitment to payments by streamlining the process by tracking, reporting and troubleshooting transactions. It also automates payment-related tracking for deeper insights. Instead of outsourcing payment support, Keap includes it as part of its comprehensive service. Danny Diede, chief payments officer, said Keap Pay leverages automation to transform payments into a growth engine. “Your data is inside Keap so you can see all your payments, deposits and other information,” Diede said. “You can connect the dots between your business inputs and the real dollars in your bank account and make those two things work better for your business.” Keap combines elite-level contributions like sales and marketing CRM with the ability to differentiate between authentic automation and human interaction.
Sales and marketing automation through Keap starts with your CRM, an all-in-one tool for managing contact details and interactions, generating sales and increasing retention. Keap automates lead capture and helps convert leads through automated follow-up, with options for pre-built templates or custom solutions. Users control when automated actions start and end and when humans should intervene. Sales teams close more deals with pipeline management and lead scoring, while analytics provide visibility into sales and marketing performance. Consistency motivates customers to generate referrals, reviews and repeat business.
Keap CRM includes invoicing and e-commerce solutions, with promotional codes that leverage the platform’s intelligence to drive new and returning business. Upselling can increase average order value to maximize revenue. Keap integrates with popular payment processing platforms and over 5,000 apps through Zapier, enabling custom integrations via the OpenAPI protocol.
Diede mentioned that the most efficient way to work is to adopt Keap Pay, integrating payment processing within the platform. Keap Pay allows businesses to allow customers to pay on one screen without logging into another provider’s platform. Financial dashboards track bank deposits and the platform offers real-time financial reports on return on investment (ROI) from top sources, sales and revenue forecasts. Automation makes it easy to track quotes, invoices, and failed payments, notifying customers of credit card expirations and upcoming payments. Checkout behavior and abandoned cart campaigns can be automated. Payments are connected to marketing campaigns to measure effectiveness, and each contact record has a payment history attached. Payments can have targeting and reporting tags to reveal revenue successes and growth opportunities.
Keap Pay enables customizable payment plans with financing rates, allowing businesses to offer a buy now, pay later experience without negatively impacting revenue generation.
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