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Compare Keap and SmartSuite

Comparison

Keap Logo

Keap

Keap helps 125,000+ businesses achieve their goals with CRM and sales and marketing automation. Find out more
Try Keap
SmartSuite Logo

SmartSuite

Plan, track, and manage any type of work. Find out more
Try SmartSuite
Try KeapTry SmartSuite
Why you should consider it
  • SmartSuite has been featured in over 50 industry publications.
  • SmartSuite has been used by over 10,000 businesses worldwide.
  • SmartSuite has saved customers an average of 20% on their operational costs.
What are the benefits?
  • Easy Setup
  • Integrated Tools
  • Secure Storage
  • User Friendly
Things to look out for
  • Costs
  • Integration
  • Security
  • Updates
Who is it for?
  • Marketing Agencies
  • Small Business Owners
  • Accountants
  • Bookkeepers
  • Financial Advisors
  • Insurance Agents
  • Lawyers
  • Real Estate Agents
  • Small Business Owners
  • Tax Professionals
Features
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Marketing Agencies

Keap

Keap helps 125,000+ businesses achieve their goals with CRM and sales and marketing automation.

CRM

Keap’s client management system improves organization, increases efficiency, and delights your clients every step of the way. Let the software handle the follow-up and get you paid while you focus on providing great service.

Sales Pipeline

Track and manage your leads and clients throughout the entire sales process with one single view. Track opportunities from stage to stage based on specific actions.

Sales and Marketing Automation

Use the powerful Advanced Automations to automatically nurture leads to paying clients. Send personalized messages based on key actions, tags, and events. Or use Easy Automation to set up quick, pre-built campaigns to save you time.

Appointments

Let your leads schedule meetings with you online using Appointments. Easily make schedule adjustments and never miss a meeting.

Quotes and Payments

Make it easy for customers to choose you and pay you. Collect payment through WePay, PayPal and Stripe.

Integrations

Be more efficient and productive by connecting your data, applications, and devices from across your business. All your favourites including Gmail, Outlook, Zapier and Quickbooks are readily available.

SmartSuite

Plan, track, and manage any type of work

One Platform to Manage Work

SmartSuite provides a collaborative Work Management platform that enables teams to plan, track and manage any workflow - whether it be a project, an ongoing process or routine everyday tasks.

Manage Any Project

With SmartSuite, you can manage projects of any size. Track tasks and milestones, assign owners, add time estimates, deadlines and hours worked as needed. View dashboards and timeline reports to make sure everything is on track.

Manage Any Process

Use a single platform to manage any business process in your organization.  Sales, HR, Marketing, Product, Operations, GRC and so many more.  The processes we can support are only limited by your imagination.

Help & Support

What features does SmartSuite offer?
SmartSuite offers a range of features including project management, customer relationship management, financial management, and analytics.
What platforms does SmartSuite support?
SmartSuite is available for Windows, Mac, iOS, and Android devices.
Does SmartSuite offer a free trial?
Yes, SmartSuite offers a free 14-day trial for all users.
Does SmartSuite offer customer support?
Yes, SmartSuite offers 24/7 customer support via phone, email, and live chat.
Does SmartSuite offer integration with other software?
Yes, SmartSuite offers integration with a range of third-party software, including Salesforce, QuickBooks, and Microsoft Office.
What is SmartSuite?
SmartSuite is a suite of software tools designed to help businesses manage their operations more efficiently.
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