Keap (formerly Infusionsoft) is helping Insurance Pro to grow sales, save time, improve service with CRM, sales & marketing automation, & more!
Keap is a visual lead management tool that is helping us stay organized and on track with our leads in the same place.
Some of the benefits of using Keap CRM are:
- Ease of use – although there’s a learning curve at the beginning, once grasped, it’s very easy to use.
- Automation – Insurance Pro staff can automate emails, notifications and tasks with automatic triggers for when you move a deal from one stage to another.
- Integration with other applications – Keap integrates with more than 2,500 software programs to streamline any business process.
- E-commerce features – Whenever the need for an e-commerce arises, Keap has features for invoicing and native payment processing.
