Average Ratings 11 Ratings
Average Ratings 0 Ratings
Description
Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.
Description
Psalm is a cloud-based CRM and business management tool designed specifically for small enterprises that require the ability to generate quotes prior to making sales. It efficiently handles inquiries, follow-up reminders, price quotations based on various factors such as size and quantity, sales orders, invoices, and payment processes. Customers have the convenience of accepting quotes online, which seamlessly transition into orders that include deposit and staged payment options, along with invoices that do not require re-entering any line items. Additionally, Psalm monitors outstanding balances and categorizes overdue amounts into intervals of 30, 60, and 90 days. Users can personalize documents by incorporating their business logos, colors, and letterheads. The platform also features a guided importer that works with Excel and Google Sheets, and those who subscribe to paid plans gain access to an AI assistant that leverages business records for enhanced efficiency. Pricing is structured per company, offering a free tier for a single user to manage invoices, quotes, and customer relations, while paid options are available at £39/month for up to three users, £99/month for up to fifteen, or £199/month for up to fifty users. A risk-free 14-day trial is offered without requiring a credit card, allowing businesses to explore the features before committing. This flexibility ensures that small businesses can find a plan that suits their unique needs while taking advantage of useful tools to streamline their operations effectively.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Facebook
Yes
APIANT
Yes
Ariglad
Yes
Bonjoro
Yes
ClickDesk
Yes
Eventbrite
Yes
Forcemanager
Yes
Google Contacts
Yes
Ion
Yes
Leverly
Yes
Integrations
Facebook
Yes
APIANT
No
Ariglad
No
Bonjoro
No
ClickDesk
No
Eventbrite
No
Forcemanager
No
Google Contacts
No
Ion
No
Leverly
No
Pricing Details
$40 per month
Free Trial
Yes
Free Version
No
Pricing Details
£39/month
Free for one person using invoices, quotes and customers. Monthly company plans: £39 for up to 3 people, £99 for up to 15, and £199 for up to 50. Annual billing is £390, £990 and £1,990 respectively (two months free). The 14-day trial requires no card. Jordan Labs Ltd is not VAT registered, so prices include everything.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Keap
Founded
2001
Country
United States
Website
keap.com
Vendor Details
Company Name
Jordan Labs Ltd
Founded
2026
Country
United Kingdom
Website
psalmcrm.com
Product Features
Appointment Scheduling
Appointment Reminders
Yes
Automated Scheduling
No
Calendar Sync
Yes
Client Database
Yes
Group Scheduling
No
Mobile Access
Yes
Multi-Location
Yes
Online Booking
Yes
Online Payments
Yes
Recurring Appointments
No
Room Booking Management
No
Billing and Invoicing
Billing Portal
No
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
Yes
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
Yes
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
No
Campaign Management
Channel Management
No
Contact Database
Yes
Email Marketing
Yes
Event Triggered Actions
Yes
Lead Management
Yes
Multi-Campaign
Yes
Contact Management
Activity Management
No
Appointment Management
No
Contact Database
Yes
Contact History
No
Contact Import/Export
Yes
Customer Pipeline
No
Email Marketing
No
Group Management
No
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
No
Sales Pipeline Management
Yes
Search / Filter
No
Segmentation
Yes
Shared Contacts
Yes
Social Media Integration
No
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
No
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
Customer Communications Management
Batch Communications
Yes
Chat / Messaging
No
Content Management
Yes
Email Distribution
Yes
Interactive Content
No
Multi-Channel Communications
No
On-Demand Communications
Yes
Personalization
Yes
Print Management
No
Template Management
Yes
Video Content
No
eCommerce Marketing
AB Testing
No
Abandoned Cart Email
No
Analytics / ROI Tracking
No
Customer Data Profiles
No
Dynamic Content
No
Email Marketing
No
Email Personalization
No
Facebook Ads
No
Google Ads
No
Product Recommendations
No
Push Notifications
No
Retargeting
No
SMS Marketing
No
Search Marketing
No
Segmentation
No
Signup Forms & Popups
No
Social Marketing
No
Triggered Emails
No
Website Visitor Tracking
No
Email Marketing
A/B Testing
Yes
Artificial Intelligence
No
Auto-Responders
Yes
CAN SPAM Compliance
Yes
Customer Surveys
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Event Triggered Email
Yes
Image Library
Yes
Landing Pages/Web Forms
Yes
Mailing List Management
Yes
Mobile Optimized Emails
Yes
Reporting/Analytics
Yes
Subscriber Management
Yes
Template Management
Yes
WYSIWYG Email Editor
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
No
Lead Nurturing
Yes
Lead Scoring
No
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
No
Source Tracking
No
Lead Nurturing
A/B Testing
Yes
Campaign Management
Yes
Drip Campaigns
Yes
Lead Capture
Yes
Lead Notifications
Yes
Lead Scoring
No
Lead Segmentation
Yes
Performance Metrics
Yes
Personalization
Yes
Pipeline Management
Yes
Marketing Automation
A/B Testing
Yes
Analytics / ROI Tracking
Yes
Artificial Intelligence
No
Content / Blogging Platform
Yes
Customizable CTAs
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Landing Pages / Web Forms
Yes
Lead Scoring
Yes
Sales Intelligence
Yes
Search Marketing
Yes
Segmentation
Yes
Social Marketing
Yes
Website Visitor Tracking
Yes
Quoting
Automated Quoting
No
Catalog Management
Yes
Client Portal
No
Contact Management
Yes
Customer Accounts
No
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
No
Pricing Management
Yes
Product Configurator
No
Proposal Management
No
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Quoting
Automated Quoting
No
Catalog Management
No
Client Portal
No
Contact Management
No
Customer Accounts
No
Customizable Branding
No
Discount Management
No
Forms Creation
No
Pricing Management
No
Product Configurator
No
Proposal Management
No