We import your contacts, companies, notes, and tags for free with our complementary migration. This includes up to 10 files in CSV format. You’re only responsible for exporting your own data from your current CRM system, and we’ll do the magic and set this up for you ready to be used in Keap.
Are you a solo entrepreneur or a seasoned company with a larger team? No worries! We’ll set each team member up with a user profile that you want to give access to your Keap account. No matter how many users you need - guaranteed!
Keap comes with a bunch of standard fields and provides up to 100 or 150 custom fields (depending on your Keap plan) to collect the information unique to your business. We’ll set up as many as you need to get started. No worries, unless you want us to use all 100 or 150, you can always add more later.
Keap comes with a native appointment scheduler and let’s you easily automate any follow up. As part of our Keap Setup, we’ll set up your 1st appointment scheduler so that you can make sure to not waste any time trying to find a time with your clients. No additional tools needed!
If you’re starting out fresh and don’t have a current CRM that you’re migrating from, we’ll provide you with a professional tag category system that meets the need of your business. This includes proper documentation on how to use tags.
You will start your Keap journey with a clean and structured account with our professional setup. To make sure that it will stay that way, we will provide you with our Best Practice Checklist that will help you maintain this as you grow.
Get familiar with the Keap interface and learn the basic functionalities from a Keap Certified Partner instead of spending hours to work it out yourself. If you need further assistance later, simply let us know and we provide you further training tailored to your particular needs.
If you have not purchased a Keap plan yet, talk to us before you do that. If you get your Keap CRM through us, as a Keap Certified Partner we can cut you a great deal. You’ll get more contacts and more users included in your base fee, and a pretty discount for the first 3 months.