Product · CRM

Every client, with everything that is theirs in one place.

Clients, contacts, deals and leads in one CRM. Each client has its own space with the work, the documents, the activity and what Keplent knows about them.

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Keplent remembers every conversation and tells you when a client needs something.

What you can do

Works with

  • gmail
  • outlook
  • google_calendar
  • whatsapp
  1. 01Clients in order of attentionThe list starts with whoever needs you: a stalled deal, days without contact, overdue tasks or missing details.
  2. 02A space for each clientOverview, performance, work, documents, activity and automations, without leaving the client.
  3. 03Keplent’s readAt the top of every client, what is going on in a sentence: which deal has stalled, when you last spoke and where to start.
  4. 04Deals on a boardDrag them between stages and see the open value, what you won, the win rate and what is past its date.
  5. 05Contacts with their storySeveral companies per contact, consent per channel, a score, activity and messages. Import a CSV and merge duplicates.
  6. 06Set up your wayYour own fields, which the AI can fill in, pipelines with their stages, contact scoring, automatic assignment and a warning when a deal stalls.

More of Keplent

Bring calm back to your agency.

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