Keepflow

Here is Keepflow in plain terms. Client flow management platform that automates client on-boarding through dynamic client-friendly questionnaires. In practice that means keeping every contact, deal and follow-up in one place so nothing slips.

Who is it for? Mostly sales teams and founders who are tired of spreadsheets. Alongside the main category they mention CRM, Web Design and Web Development. They are a very small team, 1 to 10 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Keepflow is based in Irvine, California and founded in 2017. More on keepflow.io.

Things worth asking about: pipeline stages, email sync, mobile app, and what reporting costs extra. A short pilot with your real data tells you more than any demo.

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