Lasso CRM
CRM Software
Lasso CRM helps you manage the entire lifecycle of a new home sale, from the moment a lead registers on your website to the day they move in. Unlik
Keap is an all-in-one CRM and marketing automation platform designed to help small businesses capture leads, manage customer relationships, and automate repetitive sales tasks to grow more efficiently.
Main Demo Video
Keap provides a centralized hub to manage your small business operations by combining CRM, email marketing, and automation into one interface. You can stop juggling multiple apps and start capturing leads automatically through custom forms, landing pages, and social media integrations. The platform helps you stay organized by keeping every client interaction, document, and payment record in a single searchable contact record.
You can eliminate manual follow-ups by building automated sequences that trigger based on client behavior. Whether you are sending invoices, scheduling appointments, or launching email campaigns, the software handles the repetitive work so you can focus on closing deals. It is specifically built for small businesses and entrepreneurs who need to scale their sales process without adding more administrative staff.
Main dashboard with project overview
Kanban-style task management
Gantt chart timeline view
Workflow automation builder
Stop letting leads slip through the cracks with automated tools that handle your busy work. Keap gives you the power to professionalize your follow-ups and manage your entire sales pipeline from one dashboard.
Collect lead information automatically from your website or social media and instantly trigger personalized follow-up sequences.
Track every deal's progress with a drag-and-drop interface that shows you exactly where prospects are in your sales process.
Create sophisticated 'when-then' automation rules to handle repetitive tasks like appointment reminders and invoice follow-ups.
Keep your personal and professional life separate with a dedicated business phone number for calls and texts on your smartphone.
Send professional invoices and collect payments directly through the CRM using popular processors like PayPal, Stripe, or WePay.
Share your booking link with clients so they can schedule meetings based on your real-time availability without back-and-forth emails.
You can explore Keap with a 14-day free trial to see how automation fits your workflow. Paid plans start at $249/month for the Pro tier, which includes comprehensive CRM and automation features for growing teams. Pricing scales based on your contact list size and the advanced reporting or lifecycle automation needs of your business.
Based on feedback from small business owners on G2 and Capterra, here is what you should consider before choosing Keap for your automation needs:
Perfect for small business owners and service providers who need to automate lead follow-up and sales processes to save time.
Keap is a top-tier choice if you are ready to move beyond basic spreadsheets and manual emails into serious business automation. While the monthly cost is higher than entry-level tools, the ability to consolidate your CRM, email marketing, and payments into one system provides significant value.
You should expect a bit of a learning curve as you master the automation builder, but the time savings are worth the effort. Highly recommended for growing service businesses that need a professional way to manage high lead volumes without hiring more staff.
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Main dashboard with project overview