CRM Development & Integrations
Keap and other CRM’s
It is what we call (a fully integrated online business Platform).
Why?
Because it has all the ingredients that you need to fully automate your business, from a CRM, to a marketing and Ecommerce System fully built in. There is also APPs available from the marketplace to expand on the functionality and reporting, plus a powerful API that allows you to customize your application and tie it into other 3rd party software.
Other applications such as Clickfunnels, Leadpages, QuickBooks and Event Management applications can also be integrated with Keap.
WordPress and Keap can work along together expanding the websites into full membership sites that can protect and deliver your content to your members.
“Alistair calmly took the burden of my Keap projects and executed it faster and more effectively than I ever could have on my own. As a result, my business is now effectively engaging prospects and generating leads.
He is a critical right-hand-man for any small business owner who knows the value of Keap in engaging clients and prospects. His ROI is quickly evident and I recommend him highly.”
Erin Hamilton
CRM Features and Functionalities
- Transfer customer and company data – Move contacts, account details, notes, and historical activity from an old system to a new CRM.
- Ensure data integrity – No valuable information is lost, and the new CRM is ready to use from day one.
- Clean and organize records – Remove duplicates and standardize fields for accurate, consistent data.
- Leverage tagging during migration – Quickly trigger automations and reporting in the new system.
- Support memberships and team accounts – Issue new passwords and set up team accounts if applicable.
- Transfer payment data – Export and import secure payment data if required.
- Background workflows – Automations run automatically to save time and ensure consistency.
- Targeted communication – Send emails or texts based on behaviors or tags.
- Task management – Assign tasks to team members and move leads through sales stages.
- E-commerce follow-ups – Handle cart reminders and post-purchase actions.
- Record updates & notifications – Keep contact records current and alert your team to key events.
- Replace repetitive tasks – Smart, hands-off processes streamline business operations.
- Create, send, and track campaigns – Manage all email marketing directly in your CRM.
- Segment your audience – Use tags to target specific groups.
- Personalize messages – Tailor emails based on behavior or lifecycle stage.
- Automate sequences – Set up workflows that run automatically.
- Monitor performance – Track opens, clicks, and conversions to optimize campaigns.
- Nurture leads & drive sales – Engage customers and grow your business efficiently.
Tagging
- Flexible labels for contacts – Organize, track, and personalize interactions.
- Categorize by behaviors, interests, or lifecycle stages – Examples: “Webinar Attendee,” “VIP Customer,” “Prospect.”
- Segmentation tool – Send targeted campaigns to specific groups instead of your entire list.
- Automation triggers – Start email sequences, assign tasks, or update contact fields when a tag is added or removed.
- Track actions and milestones – Record downloads, purchases, or event attendance.
- View contact journey – Provides a clear picture of each contact’s interactions and engagement.
Data Migration
- Transfer customer and company data – Move contacts, account details, notes, and historical activity from an old system to a new CRM.
- Ensure data integrity – No valuable information is lost, and the new CRM is ready to use from day one.
- Clean and organize records – Remove duplicates and standardize fields for accurate, consistent data.
- Leverage tagging during migration – Quickly trigger automations and reporting in the new system.
- Support memberships and team accounts – Issue new passwords and set up team accounts if applicable.
- Transfer payment data – Export and import secure payment data if required.
3rd Party Integrations
- Connect with external tools to expand CRM functionality.
- Streamline onboarding – Integrate forms like Gravity Forms to automatically add submissions with tags and automations.
- Enhance e-commerce – Sync purchase data, manage cart abandonment, and deliver upsells or follow-up campaigns.
- Add functionality across your business – Link calendars, payment processors, analytics, and more.
- Centralize customer data – Make your CRM the hub for managing data and automating tasks.
Automations
- Background workflows – Automations run automatically to save time and ensure consistency.
- Targeted communication – Send emails or texts based on behaviors or tags.
- Task management – Assign tasks to team members and move leads through sales stages.
- E-commerce follow-ups – Handle cart reminders and post-purchase actions.
- Record updates & notifications – Keep contact records current and alert your team to key events.
- Replace repetitive tasks – Smart, hands-off processes streamline business operations.
Dashboard/widgets and reporting
- Centralized overview – Dashboards bring key information together in one place.
- Real-time insights – Widgets display new leads, sales pipeline progress, and campaign performance.
- Quick business snapshot – Understand your business health without digging through reports.
- In-depth analysis – Reporting tools measure trends, ROI, and team performance across sales, marketing, and customer service.
- Data-driven decisions – Dashboards and reports help guide smarter business choices while keeping operations on track.
Email Marketing
- Create, send, and track campaigns – Manage all email marketing directly in your CRM.
- Segment your audience – Use tags to target specific groups.
- Personalize messages – Tailor emails based on behavior or lifecycle stage.
- Automate sequences – Set up workflows that run automatically.
- Monitor performance – Track opens, clicks, and conversions to optimize campaigns.
- Nurture leads & drive sales – Engage customers and grow your business efficiently.
Accounts and Company/Organizations
- Complete view of relationships – Combine individual (member) and business (organization) accounts.
- Member accounts – Store personal details, interactions, and purchase history.
- Company accounts – Group multiple members under a shared organization.
- Ideal for B2B – Track multiple stakeholders linked to a single company.
- Linked accounts – Monitor conversations, deals, and automations for organization leads.
- Manage efficiently – Gain context to handle leads and customers more effectively.