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ClicData & Keap Integration

By Telmo Silva on June 10, 2015

Big News,

A couple of weeks ago, we released a ClicData connector to Keap, the widely used CRM system for small & medium businesses.

Well, ClicData has just been approved as part of Keap ecosystem of applications and we are now featured on their marketplace!
We are very excited about this, but… what can you actually do with such a neat feature?

Let me show you!

Remember how ClicData can automatically pull data from a data source once it has been connected?

Get your payment data automatically to ClicData
Get your payment data automatically to ClicData

Well, connecting a CRM such as Keap allows you to measure the customer acquisition progress with dashboards like this….showing the most recent results at all times!

Pipeline Cultivation Sales Dashboard

This will also allow you to gain a tremendous amount of time in preparing your meetings to talk about strategy and planning, but not only… you also get to be more agile! Think that ClicData can send you email alerts if one of your KPIs goes above or below a certain level.

Interested? Get your own Keap CRM set up and register for a ClicData Account if you don’t already have one, you will require a subscription to use our Keap connector. But don’t worry, if you ask kindly, our staff will be happy to put you on a free trial to get you started.

Happy Dashboarding!

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