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Save up to 20% with our annual plans.
CRM software for entrepreneurs
Get organized and automate follow-up with Keap’s client management software
14-day free trial. No credit card required.
#1 all-in-one CRM, sales and marketing automation platform
The premiere client management system for entrepreneurs and small businesses
Keap's client management software for small business is powered by sales and marketing automation, helping you optimize your customer experiences and effectively manage your day-to-day.
Keap's client management software for small business is powered by sales and marketing automation, helping you optimize your customer experiences and effectively manage your day-to-day.
How small businesses stay organized with Digitree CRM
Never miss a new lead with automated lead capture
Collect and organize contacts automatically through custom lead forms, landing pages, and social media.
What CRM does for you
All your data in one place (accessible anywhere)
See everything at once and take quick actions directly from the contact record. Access company and contact details from the Keap desktop or mobile app.
Trigger personalized follow-ups that convert more leads
Quickly tag and segment contacts to trigger automations that are personalized based on client data and activity.
Migration is easy and free (even from the competition)
Our experts will migrate your contacts, automations, email templates, and landing pages.
Integration without the hassle
Choose from thousands of apps to support your business. Sync contacts and trigger automations with native integrations for Gmail, PayPal,
Give your lead capture efforts a huge boost with Digitree CRM
Frequently asked questions
What is a client management system?
In short, it is a software platform that allows businesses to effectively manage their relationships with leads and customers. It serves as client tracking software, helping you monitor all communications and nurture relationships.
Does this app also keep track of client payments?
Yes, it does. With Keap’s native payment processors, you can send and receive payments right in your CRM software, using some of the most prominent names in ecommerce (including PayPal, Stripe, and WePay).
What does client tracking software do that a spreadsheet can’t?
Where do we start? By choosing a client management app like Keap, you are giving yourself the ability to track the status of each and every client and lead in your system, all in real time. Automation is also a huge benefit.Learn more about how client management works within a CRM.
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