Simplifying your business.
One software for all of your locations.
Earn cash by referring businesses to us.
Reporting Insights to Drive Your Growth
Forecast sales, track engagement, and optimize performance with built-in reports that put key metrics right at your fingertips.
Keap saves me tons of time .... and it provides me the reporting I need to understand where my business is today, so that I can plan for tomorrow.”
Camille Shieff
123 Automate (Sourced from TrustRadius)
Explore the Keap® CRM for small businesses.
Marketing Reports
Track marketing effectiveness with pre-built reports.
Let Keap software do the heavy lifting by generating native reports and providing key insight into your marketing performance.
- Track conversions by audience segment, sales stage, email clicks, and more.
- Evaluate campaign performance to gain a deeper understanding of customer actions.
- Fine-tune your marketing strategies using advanced criteria and contact data.
Sales Reports
Unlock business growth.
Time is money when it comes to sales. Keap sales reports provide the data you need to focus your efforts in the right places.
- Access key metrics on your dashboard, such as total sales and quotes sent.
- Track sales reports by day, week, or month and compare to previous time periods.
- Forecast payments, track receivables, and manage failed invoices.
Automation Reporting
Optimize campaign performance.
View historical performance of automations and identify areas of opportunity.
- Drill deeper into each metric to uncover valuable insights.
- Track contacts who have flowed through each stage of your automation.
- Measure email engagement within an automation.
Reporting Hub
Access advanced reporting features*.
- Gain deeper insights with advanced reports, like ROI tracking.
- Pin your most-used reports to the top of your hub.
- Search all reports to quickly find what you need.
*Available in Keap Max and Ultimate
Analytics Integration
Add Graphly to visualize your data.
Graphly is a third-party integration that takes the data from your Keap app and creates customized data reports, making it easier to gain insights from your platform.
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Frequently Asked Questions
What reporting integrations work with Keap’s CRM analytics?
Graphly syncs easily with Keap software to give you access to easy-to-read reports. You can even take immediate action by starting or stopping automation right from the reports.
What kinds of business decisions can Keap’s sales and marketing reporting software help with?
You can track every stage of the customer lifecycle, from initial engagement, to nurturing, to conversion, and even through the customer stage. You’ll be able to see where there are drop-offs in your marketing funnel and sales process, and where engagement is highest. When you accept payments through your Keap app, you’ll be able to track sales and marketing efforts directly to revenue.
Do reports change depending on which Keap plan I have?
Yes. Keap Pro includes all the reports you'll need for standard marketing and sales automation processes. Keap Max includes advanced reporting, which comes with a library of reports as well as a reporting “hub” that allows you to pin your most-used reports to the top of the page.
Can Keap software create CRM reports based on audience segments?
Yes. You can easily segment audiences in the Keap platform by applying tags. Then you can run reports based on the tags. The software allows you to apply multiple tags to contacts in your CRM, giving you tons of flexibility in your audience segmentation and reporting.
