CRM Setup & Support
Core business tools, all in one place. Your CRM houses your client profiles, invoices, sales pipeline, call scheduling, landing pages, email marketing and so much more.
CRM SERVICES
*We work with Keap, Active Campaign, Zoho & WIX
MONTHLY PACKAGE | C$495
Monthly subscription to our tech team to help you with your backend needs. We can save you time by troubleshooting issues, building automations, or setting up landing pages for new offers or events.
Monthly support packages include;
✓ Software & industry experts
✓ Tech support via email
✓ 3 issue tickets per month
✓ 1 new build per month (landing page/ email automation etc.)
✓ Monthly test of landing pages, opt-in forms and booking links
CRM IN A DAY | C$1495
For adventure & travel businesses that need custom support to get their CRM setup quickly. Includes;
✓ Expert account set up
✓ 90 min Kickoff Call
✓ Configure all backend business/user settings
✓ 5 custom core workflows (invoice reminders, appointment reminders, follow up reminders for team, + 2 of clients’ choice)
✓ Build 1 custom Automation (ex. welcome sequence, trip prep, post trip)
✓ Custom sales pipeline
✓ Custom branded email template
✓ Custom contact form
✓ Set up CRM analytics dashboard
✓ 90 min Reveal Call
✓ 2 weeks of email support
CUSTOM SETUP | C$9995+
Totally done-for-you CRM setup includes;
✓ Expert account set up in 30-60 days
✓ 2-hour Strategy Session
✓ Configure all backend business/user settings
✓ Managing client data export & import
✓ List cleaning prior to import
✓ Creation of custom 1 sales pipeline
✓ Contact profile customization (custom fields set up, max 100)
✓ 5 Custom forms
✓ Creation of 5 advanced automations
✓ Connect Integrations
✓10 SOP Documents
✓ 8 Hours Team Training – 2 team members
✓ Slack tech support plus ‘call me anytime’ during the project.
What is Keap?
Keap is a CRM (Customer Relationship Management) software with powerful sales and marketing automation built in. It provides powerful solutions for small businesses to simplify day-to-day tasks.
Certified Keap Partner
Peak Flow OBM is a Certified Keap Partner. This means we know the software inside-out, understand how it will fit (or not fit) into your business, and can offer you custom setup services and ongoing partner support.
Smart Solutions to help free up your time
Keap is for you if…
The Benefits Of a Good CRM
Easy Automation
Eliminate hours of repetitive tasks in minutes by setting up custom automations.
Save 10 hours a week
Boost your lead capture, grow your revenue, and save yourself over 10 hours a week.
Travellers all in one place
Keap’s customer profiles with 100 custom fields means traveller info is always at your finger trips.
READ MORE ABOUT HOW A CRM CAN HELP YOUR BUSINESS
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Keap – The Best CRM for Travel and Tourism
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How to simplify lead capture & sales using Keap
How to Simplify Lead Capture & Sales Using Keap This post is going to be a designated space for Keap and a look at how to simplify lead capture & sales using Keap. We believe 2022 is the year to be levelling up and challenging ourselves and to achieve just that we became Keap Certified…
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