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About

Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).

About

OfficeClip all-in-one solution will help you to manage all your work without investing in multiple apps. OfficeClip CRM lets you track leads, create campaigns, create invoices, manage documents, schedule appointments, and much more. The reporting feature will provide you with all the detailed analysis and help to identify the areas of strength and weakness. The Contact Manager can help store detailed information that will help build your clients' profiles and convert your prospects into leads. It also has functionalities like marketing automation, web forms, and call list, which will increase the engagement between the users and clients. Manage communication with clients and standardize the work process. Solution for small and medium-sized businesses. Organize student data, streamline the admission process, and track staff availability. Automate tasks and events and create follow-up schedules.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Small businesses that need an all-in-one CRM and sales and marketing platform

Audience

Freelancers, small and medium sized businesses seeking a solution to manage and organize contacts

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$40 per month
Free Version
Free Trial

Pricing

$3 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 4.4 / 5
ease 4.0 / 5
features 4.7 / 5
design 4.3 / 5
support 4.5 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 4.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Keap
Founded: 2001
United States
keap.com

Company Information

OfficeClip
Founded: 2003
United States
www.officeclip.com

Alternatives

Alternatives

Hilo CRM

Hilo CRM

Hilo IPA
monday sales CRM

monday sales CRM

monday.com
Contact & Sales Manager

Contact & Sales Manager

Accura Software
HubSpot CRM

HubSpot CRM

HubSpot
SpinOffice CRM

SpinOffice CRM

Mulberry Garden

Categories

Categories

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Appointment Scheduling Features

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Campaign Management Features

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Customer Communications Management Features

Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content

Email Marketing Features

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Lead Nurturing Features

A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Marketing Automation Features

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Integrations

Mailjet
Microsoft Outlook
Stackreaction
Arborgold
Ariglad
CRM Pro
ClearoutPhone
ClickUp
ConvertFlow
CustomerGauge
Gmail
Jotform
LeadDyno
Mailchimp
Make
Rapid Fulfillment
Salesforce
Sociamonials
Typeform
Workato

Integrations

Mailjet
Microsoft Outlook
Stackreaction
Arborgold
Ariglad
CRM Pro
ClearoutPhone
ClickUp
ConvertFlow
CustomerGauge
Gmail
Jotform
LeadDyno
Mailchimp
Make
Rapid Fulfillment
Salesforce
Sociamonials
Typeform
Workato
Claim Keap and update features and information
Claim Keap and update features and information
Claim OfficeClip Contact Management and update features and information
Claim OfficeClip Contact Management and update features and information