Keap Mobile 2.9.23

The Keap mobile application provides users with the capability to access and manage customer information, tasks, and notes conveniently while on the move. This functionality supports preparedness and helps maintain a professional impression during client interactions. Built-in reminders and alerts serve to prevent the omission of important tasks, enhancing overall productivity.

Furthermore, Keap CRM integrates marketing and sales automation features to facilitate organization. Users can view comprehensive contact records—including customer details, notes, tasks, call history, and messages—in a single interface. This consolidation ensures essential information is readily available prior to meetings or calls.

CRM features include:

• Business card scanner: Digitize business cards to automatically transcribe and incorporate new contacts into the Keap phone call application.
• Easy contact import: Seamlessly import existing business contacts directly from your mobile device.
• Appointment scheduler (available for Keap Lite, Pro, and Max editions): Manage your schedule by viewing or booking appointments within the app, enabling remote business management.
• Payment processing: Access, modify, create, and send invoices directly from the app to facilitate on-the-go payment requests.

Keap Business Line offers additional functionalities for users on the Keap Pro and Max editions in the U.S. and Canada:

• Caller ID display: Identify incoming calls as personal or business lines using integrated caller ID, allowing for professional handling of calls.
• Virtual number customization: Generate or modify a virtual phone number with options to select local numbers or create memorable identifiers such as 555-4MY-HOME, providing control over secondary contact numbers.
• Automated responses: Send SMS and call forwarding auto-replies when unavailable, ensuring timely follow-up with leads or clients despite being away.
• Business schedule management: Configure auto-replies and snooze settings to pause notifications during designated times, maintaining focus without missing critical interactions.
• Voicemail customization: Personalize voicemail greetings specific to your business line, with automatic transcription to streamline response times.