Every contact you add into Keap is an opportunity to close more business. Contacts include your leads and existing clients. Send them direct or automated emails, payable quotes and invoices, appointment booking links, reminders, and more.
Every client is important to you, and the last thing you want is to make them feel like they’re just another face in the crowd. Tags are like a keyword you place on the contact record that denotes specific attributes about a contact.
Leads are crucial for a small business, but it can be easy to misplace contact details or lose track of interactions. Your contact cards allow you to store personalized information with custom fields so that you never lose a contact’s information again.