Keap Mobile

Install Keap Mobile on your phone

Keap Mobile Business Line

Call or text your contacts using your Keap Business Line

Articles

Keap Mobile: Installation
Our mobile app for Keap lets users add or access customer info, tasks, and notes on-the-go, keeping you prepared and ensuring you make a winning impression with customers. Mobile reminders and alerts prevent you from missing important to-do's.&n...
Keap Mobile: Adding contacts
Our mobile app lets Keap users add or access customer info, tasks, and notes on-the-go, keeping you prepared and ensuring you make a winning impression with customers. Mobile reminders and alerts prevent you from missing important to-do's. &nb...
Keap Mobile: Appointments
You can see all of your upcoming Keap appointments in your mobile app. Use the mobile app to see the contact record and details like notes, emails sent, calls, messages, before you meet with your client. You can even book a contact directly in the...
Keap Mobile: Managing contacts
Our mobile app lets users add or access customer info, tasks, and notes on-the-go, keeping you prepared and ensuring you make a winning impression with customers. Mobile reminders and alerts prevent you from missing important to-do's.   ...
Keap Mobile: Contacts add a task
Navigate to Contacts Tap on a contact Tap on the More button Tap on Tasks Once a Note is created for a contact, tap on the Notes Activity card ...
Keap Mobile: Contact add to campaign
Adding contact to a campaign Navigate to a contact record and tap on the "+" More button Select add to campaign Select a campaign from the available campaigns drop down Select the sequence to add them to F...
Keap Mobile: Quick Actions
You no longer need to open the Keap Mobile app on your iOS device to add a contact, scan a business card, add a task, or send a message. If your iOS device supports Force touch/3D Touch, you can simply press firmly and hold on the Keap icon and ch...
Keap Mobile: Adding tasks
Our mobile app lets Keap users add or access customer info, tasks, and notes on-the-go, keeping you prepared and ensuring you make a winning impression with customers. Mobile reminders and alerts prevent you from missing important to-do's. &nb...
Keap Mobile: Contact notes
Our mobile app lets Keap users add or access customer info, tasks, and notes on-the-go, keeping you prepared and ensuring you make a winning impression with customers. Mobile reminders and alerts prevent you from missing important to-do's. &nb...
Keap Mobile: Contact email
Creating an Email Activity event On the contact record, tap on the Email button Create the email (subject and message) Tap the calendar icon inside the message area Select the Appointment Type you would like to share ...
Keap Mobile: Contacts emailing an appointment link
On the contact record, tap on the Email button Create the email (subject and message) Tap the calendar icon inside the message area Select the Appointment Type you would like to share Appointment activity Appointment ...
Keap Mobile: Contact reschedule or cancel appointments
Reschedule appointment Navigate to a contact record and tap the appointments card Tap  " Reschedule " A pre-filled email will be created requesting the contact to reschedule their appointment Click the calendar in...
Keap Mobile: Contact task activity
Task activity Once a Task is created for a contact, tap on the Tasks  Activity card to see  uncompleted tasks for that contact Click the Task card to edit or delete Click the box to complete the task Click + to add another ...
Keap Mobile: Contact call activity
You can view all the call history of a contact record by navigating to a contact Once you make or receive a call from that user, you'll see a card in the contact activity labeled calls. Tap this card to see all of your calls with that conta...
Keap Mobile: Snooze
Keap Business Line's Snooze feature helps you stay focused on your task or meeting by pausing call and message notifications for a set amount of time or on a regular schedule. You can pair the Snooze feature with Keap Business Line's auto...
Keap Mobile: Message Templates
Use message templates to save time by creating and managing your repetitive messages so you never have to re-write or copy them again.  To access message templates, you have to be using the Keap Business Line Access Message Templates ...
Keap Mobile: Android
Keap Mobile is coming to Android! Customers can take advantage of all the capabilities of the Keap mobile app to manage their business on the go, communicate with leads and clients, and make a winning impression with Keap Business Line.
Keap Mobile: Tags
You can create, edit, and delete tags right from your mobile app. Just click into the details of any contact record, tap on any tag and choose to edit your tags.
Keap Mobile: Notification and Sound Preferences
Too busy to pick up? You can hear whether it’s time to drop what you’re doing or let it go until later. Customize your notification tones and get an audible cue when your Keap contacts need your attention.
Keap Mobile: Invoices
Don't wait until you get back to your desk to request payment. Send invoices and collect payment on the go so you can get paid right away while it's top of mind for you and your clients. Add an invoice to a contact You can add an invoi...