Sales Reporting (for Max and Pro) There are seven new sales
recurring payment. Previously, you had to have that information, but now, clients have the ability to confirm that they’ll be setting up a recurring payment on their invoices without giving you their payment details. New Triggers in Easy Automation A couple examples of these new triggers include following up on quotes, invoices, and appoint- ments. For instance, if your busi- ness sends someone an invoice through Keap, the platform will automatically send a follow-up email to that client as well. The same would be true when a quote is sent or accepted. When it comes to setting appoint- ments, you can now automate the entire process of sending appointment reminders.
have been asking about for years, and we’re happy to announce that in the first half of this year, we finally had the capability to make that happen. Group Messaging in Mobile This new feature is now avail- able for anyone who has access to Keap Business Line. That means that it’s available for all Keapers in the U.S. or Canada. With this new feature, you can now message up to five people at once. It’s a great feature for messaging multiple contacts in one company or keeping different team members all in the loop on the latest news. Client-Initiated Recurring Payments The main benefit to this up- date is that you don’t have to have your client’s credit card information in order to set up a
reports available for Keap Max and Pro users, many of which have been very popular among Max Classic users. These reports list sales, products receivable, payments, and more. We haven’t had true sales reporting capabil- ities for Pro or Max yet, so we’re excited to have finally gotten that update off the ground! Automated Text Messaging (Beta Version) The beta version is available for anyone who wants to sign up. With this new feature, you’ll be able to send out automated text messages using Easy Automa- tions or Advanced Automations as well as send out text broadcasts to many people at once. Lite, Pro, Max, and Max Classic all include
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