Lite - Getting Started

• Set up your Business Profile
• Set up your User Profile

• In the Mobile application, you can add contacts manually, import from your Contacts List or Scan a business card. 
• On the web application, you can Import Contacts or add them individually.

• Once you have leads, you can: send intro email, book initial consultation or send a quote.
• Once you have clients, you can:  send follow-up email, book follow-up meeting, or send an invoice.

• Mobile App for iOS
• Mobile App for Android
• Keap Messages and Keap Business Line Setup

• Messages on Web

• Connect to Google Calendar

• Appointments page
• Setting up the appointment booking
• Using appointment booking page
• Reschedule or cancel appointments
• Appointment reminders
• Create appointments from contact record Book Now
  
• Appointments FAQs

Set up Lead Forms

Create an Email Broadcast 

• Send an individual email - Article coming soon
• Use the Simple Broadcast Tool
• Use the Advanced Email Broadcast Tool

• Send a quote from a contact record

Send Invoices and get paid

• Set up WePay
• Create and send an Invoice
  • Once you have invoiced, you can: see who owes money, send a payment reminder, and add payments.
  • You can also keep track of paid clients!