Keap Mobile vs CloseMore CRM

Your Keap CRM, available on the go! Our mobile app for Keap lets users add or access customer info, tasks, and notes on-the-go, keeping you prepared and ensuring you make a winning impression with customers. Mobile reminders and alerts prevent you from missing important to-do's. Stay organized with Keap CRM with built in marketing and sales automation. You can view customer details, notes, tasks, call history, messages, and more in one organized contact record so you don’t get caught without the info you need prior to a meeting or business call. ----------------------------------------- CRM features: • Business card scanner: Scan business cards, which will be automatically transcribed and added as a contact in Keap phone call app. • Easy contact import: Import your business contacts directly from your real phone number. • Appointment scheduler (For users of Keap Lite, Keap Pro, Keap Max editions only): View your appointments or book appointments directly through the phone call app so you can manage your business line on the go • Accept payments: View, edit, create and send invoices allowing you to request payment on the go. ----------------------------------------- Keap Business Line Features (For users of Keap Pro and Keap Max editions in the U.S. and Canada only): • Displays caller ID so you always know if the call is meant for your personal or business line. Use the Keap phone number caller ID to quickly see if the call is from your business line so you can answer your sideline number like a pro every time. • Works as a personalized real phone number generator to easily create or change a virtual number to exactly what you want. Choose your own local number or change phone numbers to a customized number like 555-4MY-HOME so it's memorable for your small business and your clients. It’s a second phone number generator with you in charge. • Auto replies when you’re away. SMS and call forwarding auto-replies when you miss a text or call on your business line so you never miss out on following up with a lead or an important client. • Let's you set your business schedule. Set a snooze schedule to pause business line calls and SMS notifications while sideline auto-replies for you to stay connected to your leads while you focus on other things that matter. • Allows for customization of your business line voicemail. Set up custom voicemail greetings so your second phone number for your business line is specific to your business. Plus, voicemails are automatically transcribed to help you save time and respond quicker.

CloseMore - Mobile CRM and Sales Productivity CloseMore is a powerful mobile CRM and sales productivity platform designed to help businesses manage leads, contacts, tasks, and customer interactions from anywhere. Whether you are a sales representative, manager, or business owner, CloseMore provides the tools you need to stay organized, track opportunities, and close more deals efficiently. With CloseMore, your entire sales workflow is available at your fingertips. Access customer information, manage leads, schedule follow-ups, create tasks, and monitor sales activities directly from your mobile device. Stay connected with your team and customers without needing to be at your desk. Key Features Lead Management - Capture, organize, and track leads throughout the sales pipeline. Monitor lead status, assign ownership, and never miss a follow-up opportunity. Contact Management - Maintain a centralized database of customers, prospects, and business contacts. Quickly access important information and communication history. Task Management - Create, assign, and manage tasks to ensure every action item is completed on time. Set reminders and stay productive wherever you are. Activity Tracking - Record customer interactions, notes, meetings, and follow-ups. Keep a complete history of communications for better relationship management. Mobile Access - Access your CRM data anytime, anywhere. Stay productive while traveling, meeting clients, or working remotely. Team Collaboration - Improve collaboration among sales teams by sharing information, tracking progress, and managing activities in real time. Secure Data Management - Protect customer information with secure authentication and controlled access to business data. Benefits of CloseMore Increase sales productivity Improve customer relationship management Track leads more effectively Manage tasks and follow-ups efficiently Access information on the go Enhance team collaboration Stay organized and focused on closing deals CloseMore is built to simplify sales operations and help businesses grow by providing a reliable and easy-to-use CRM experience. Whether you are managing a small sales team or a growing business, CloseMore helps you stay connected, organized, and productive. Download CloseMore today and take your sales performance to the next level.