March 27, 2019

Keap: The perfect CRM for service providers

By Ella Wilson

keap by Infusionsoft for service providers
Keap is Infusionsoft’s new CRM product that lets service providers manage their contacts and communicate with their clients seamlessly.

Ever wonder about those people who drive great big SUVs or teeny little 2-seater smart cars? Why do they need so much (or so little) room?

CRM software is the same. There is no one-size-fits all solution for small business automation, (though lots of companies wish there was). Infusionsoft knows this, and it’s been smart enough to come out with a CRM made specifically for smaller, service provider businesses. That’s why Infusionsoft has introduced Keap.

Keap is for service providers

Keap was created specifically for service providers who want to streamline administrative tasks and keep up with their client information, but don’t need all the complexity of Infusionsoft.

These service providers could include electricians, pest control companies, house cleaners, and other professionals that have a very small staff and only take a limited number of clients at a time. These are for the smallest businesses – the movers and shakers who are out in their field, doing it for themselves!

Keap features for service providers

Getting and keeping clients often has to do with quick responses, follow-ups, and quotes. When a potential customer is shopping around online for a service, the person that gets him the information he needs first is often the person who gets his business. But how is a busy service provider supposed to keep up with all that while they’re out on the job site? With a CRM that handles all of those things automatically, of course. With Keap.

Communication multitasking

With automation, service providers can send quotes, reminders, invoices, and other communications automatically – while they’re working with other clients and even in the middle of the night. This way, 100% of your time (OK, maybe 99%) can be spent on actual client work, not mundane administrative tasks.

Client leads are all organized and in one place

“Where did I put that phone number?” How many times have you asked yourself that when you get a new lead or contact out in the field?

With Keap, you can add new contacts right from your phone quickly and easily no matter where you are. And as soon as you put a new contact into the system, Keap starts the automation process – instantly sending a message to your new contact to welcome them aboard.

Organizing client info

With Keap, you’ll be able to keep every contact’s name, address, phone number, birthday, files, quotes, payments and more all in one place. No more searching through file after file in your computer looking for something – and the embarrassment of not finding it and having to ask for it again.

Why this matters to you as a service provider

Owning a small business is tough, especially if you’re the only employee or have a very small team. The smaller your team, the more you’re responsible for. So any task that can be delegated is a big help. Keap allows service providers the extra room in their schedules that they so desperately need, where everything still gets done, but they have more time to close deals, build business relationships, and spend more time with their families.

Get your Keap demo now!

We’d love to walk you through the Keap system and show you how it can help your service business grow and thrive without driving you crazy. Get started now by giving us a call at 877-236-9094 or visiting us online at www.GetUWired.com.



About Ella Wilson

Ella WilsonElla Wilson is GetUWired’s “Queen of Words.” This world-class marketing copywriter is a former journalist and travel writer who’s spent the last decade weaving gripping tales for publications coast to coast. She’s got her finger on the pulse of today’s marketing trends. Notable clients who have been graced with her powerful prose include FUBU founder and Shark Tank star Daymond John, self-help star and Emmy-award winner Rhonda Britten, and New York Times bestselling author Dr. Daniel Amen.