Keap (formerly Infusionsoft) Consultant Developer Sydney & Melbourne

“To simplify growth for millions of small businesses worldwide.” This is Keap’s (formerly Infusionsoft) mission. This all-in-one CRM, sales & marketing platform aims to help your Organisation get tasks done efficiently to assist in your company’s growth. As a Keap Consultant Developer, Human Pixel attests to this.

Specialising in CRM Consulting & Development, we have assisted Australian businesses in different industries to improve their processes by developing systems tailored to them. That said, we are confident that Keap will deliver.

SIMPLE YET VERY DYNAMIC

Keap sports a straightforward & no-frills dashboard but don’t let its simplicity fool you. As a Keap Consultant Developer, we can tell you that the platform houses A LOT of features.

Starting with the Home page, it shows a snapshot of the current status of different tasks & items. This includes leads, quotes, invoices & emails. Its navigation menu on the left allows you to easily navigate between tasks from CRM to sales to marketing. Furthermore, clicking on Settings lets you manage user access, regulatory settings & tags for grouping contacts, among others.

The Contacts page shows a complete list of your customers & leads. You can narrow this down to specific lists based on certain information like tags. You can also add new contacts or import one. Moreover, it features individual records which detail all activities associated with a specific contact, from quotes accepted to appointments made.

The Appointments page shows your meeting calendar. Here, you can create & send appointment booking links to contacts. As a Keap Consultant Developer, we can also connect third-party applications like Google Calendar to the platform. This allows you to keep track of all of your appointments from different sources in one dashboard.

The Pipeline page presents the status of all deals via deal cards. Each card shows the projected value, contact, salesperson assigned, estimated close date & activity history. Once a deal moves forward, you can simply drag the card to the next stage.  As a Keap Consultant Developer, we can also design this action to automatically create tasks like sending an email update or issuing an invoice.

These features are only a few of what makes Keap a very useful platform in terms of automating & streamlining business processes.

KEAP IMPLEMENTATION WITH YOUR KEAP CONSULTANT DEVELOPER

With all things said, this simple yet very dynamic platform does what it aims to do. We won’t be wondering if ever you’d like to implement it for your business. As a Keap Consultant Developer, we can help you with that. However, as great as Keap is, it will only be useful if it addresses YOUR specific needs. So, how do we ensure this? By talking to you first.

We will review your business processes. In this way, we can see your pain points & determine how you can get the most out of Keap. Afterwards, we will present our recommendation & plan then implement it with your approval.

We will develop Keap to cater to your specific requirements. We will create custom workflows & integrations as needed. So, if you’re using any other platforms or software, we can link those to Keap. This includes Gmail, Quickbooks & WordPress. Thus, allowing you to get even more tasks done & keep track of all of them with ease.

To keep you updated, we will submit regular progress reports throughout the development stage. Our dedicated Support Desk will also be ready to assist you with any questions or concerns anytime.

Then if you need to modify a feature or function along the way, don’t worry. Just let us know what needs to be done. We’ll do it. As an agile software developer, we’re trained to accommodate any changes that may occur.

PROVIDING QUALITY SERVICE BEYOND THE USUAL

Other than developing high-quality software, we also strive to provide good customer service to our clients. Thus, we offer a Lifetime Warranty on all of our services. This means we’ll be with you even after Keap goes live.

Keen to know more about the benefits of using Keap or want to implement it for your business? We’re your team. Just click the link below to talk to a Keap Consultant Developer!