Equis Financial has partnered with Keap, the leading small business customer relationship management (CRM) and automation platform built exclusively to help small businesses save time and grow without the chaos.

Get more done, do less work, save time.

Unlimited support will ensure you are utilizing all of Keap's features to improve your business operations!

Keap's features that will improve your
productivity, communications, and professionalism:

Contact Management

Sync your clients automatically from your Equis Dashboard, view contacts gained from applications submitted or website form submissions, categorize contacts, and keep track of all communications with contacts.

Landing Pages & Forms

Collect data with unlimited landing pages and forms. Easily connect your existing domain or create a new one.

(Equis-Keap accounts come preloaded with 10 landing pages)!

Progress Management

Stay on top of opportunities with clients or new recruits by using CRM Pipelines to track their progress in each stage.

Business Automation

Automate processes to save time and scale your business faster.

Email & Text Broadcasts

Send email and texts broadcasts, automations, and 1:1 communications. (Equis-Keap accounts come preloaded with 30+ email templates).

Seamless Scheduling

Manage your schedule by viewing, rescheduling, or canceling appointments from your computer or mobile device. Integrating additional apps such as your Google/Microsoft accounts means no more missed meetings!

Reporting & Analytics

Track the effectiveness of all your business processes including landing pages, automations, and pipelines.

Pre-Made Campaigns

Pre-made campaigns installed directly in your account makes it easy to connect with your contacts.

Interested in joining Keap?

For $168/month,
you receive:

  • Lead & Client Management (CRM)
  • Client syncing from Equis Dashboard
  • Sales Pipeline
  • Landing Pages & Forms
  • Email & Text Marketing
  • Appointments & Scheduling
  • Marketing Automations
  • Pre-made campaigns
  • Reporting Analytics
  • Free 3-month trial of Tier 1 Keap Text & Voice
  • Free 15 hours of data migration from any other CRM Platform


When you sign up through Equis’ Partnership, you will receive 50% off for 2 months. That’s a total of $177 worth of savings!

Email creative@equisfinancial.com
or schedule a meeting with Equis' Keap Partner!