Keap

Keap carries a contact record, a company record that vendor documentation states is independent of the contact record and holds its own fields, a deal that sits in a pipeline, and activity records in the form of tasks and appointments. Deals are created against one or more contacts and appear on the contact record through a deal card, and appointments are booked against a contact. No vendor documentation found describes associating a deal with a company record, or linking a task or appointment to a deal, so the organization and the activity appear to reach the opportunity only through the contact.

Source: https://learn.thryv.com/hc/en-us/articles/37436085811469-Company-records, https://learn.thryv.com/hc/en-us/articles/36466879031437-How-to-Create-and-Track-Deals-in-Your-Pipeline, https://learn.thryv.com/hc/en-us/articles/37648817121933-How-To-Manage-Deals-From-the-Contact-Record, https://learn.thryv.com/hc/en-us/articles/36981623083021-Schedule-Clients-Send-Booking-Links-and-Automate-Reminders-with-Appointments

Searched: Searched the vendor knowledge base and vendor community for a deal to company association, for company records against deals, for tasks or appointments attached to a deal, and read the company records, companies list, deal creation, deal management and contact deal card articles. None documents a direct company to deal link or an activity to deal link.

Verification: Pending vendor verification

A deal is created into a chosen pipeline and moves through that pipeline's stages, and moving a deal to the next stage is a documented action on the deal record and on the pipeline board. Pipelines are created from a template or from scratch, and stage names and the number of stages are set by the buyer.

Source: https://learn.thryv.com/hc/en-us/articles/36861288240141-Pipeline-Multiple-Pipelines, https://learn.thryv.com/hc/en-us/articles/36466879031437-How-to-Create-and-Track-Deals-in-Your-Pipeline

Verification: Verified

The deal record carries a Status attribute, shown on the deal card and editable from the deal details panel, and Keap's help center states that choosing Won or Lost from the Status dropdown closes the deal with that outcome. Dragging the card into a Won or Lost column on the pipeline board is documented as a second route to the same result, so the settled state is held on the deal rather than only implied by the column it rests in.

Source: https://learn.thryv.com/hc/en-us/articles/36649550037261-Manage-Deals

Verification: Verified

The same Status attribute distinguishes Won from Lost. Keap documents it as a single dropdown on the deal whose selection determines the outcome the deal closes with, and pipeline automation offers a Deal is closed trigger, so the outcome is recorded against the deal.

Source: https://learn.thryv.com/hc/en-us/articles/36649550037261-Manage-Deals

Verification: Verified

Deal Value is captured when adding a deal.

Source: https://learn.thryv.com/hc/en-us/articles/36466879031437-How-to-Create-and-Track-Deals-in-Your-Pipeline, https://learn.thryv.com/hc/en-us/articles/36649550037261-Manage-Deals

Verification: Verified

Only a generic Notes box; no scope or line-items field survives in current documentation.

Source: https://learn.thryv.com/hc/en-us/articles/36466879031437-How-to-Create-and-Track-Deals-in-Your-Pipeline, https://learn.thryv.com/hc/en-us/articles/36649550037261-Manage-Deals

Searched: Searched for a deal owner field, products or line items, and the deal object schema. The help.keap.com articles on adding a deal and on pipeline custom fields now redirect to the parent company's help center root and did not survive the migration, and the REST API covers legacy opportunities only, so no schema evidence is available.

Verification: Pending vendor verification

An estimated close date is added from the full deal view.

Source: https://learn.thryv.com/hc/en-us/articles/36466879031437-How-to-Create-and-Track-Deals-in-Your-Pipeline, https://learn.thryv.com/hc/en-us/articles/36649550037261-Manage-Deals

Verification: Verified

Keap's help center documents an estimated close date added when the deal is created, but no vendor documentation found states that a second field records the date the deal was actually settled, nor that anything is stamped when the Status is set to Won or Lost. A Keap product announcement mentions filtering pipeline analytics by date closed, but a product announcement is not product documentation and cannot support this on its own.

Searched: Keap and Thryv help center articles How to Create and Track Deals in Your Pipeline, Manage Deals, How To Manage Deals From the Contact Record, Pipeline Automation, Pipeline custom fields and layouts, Pipeline Multiple Pipelines; searched learn.thryv.com and help.keap.com for actual close date, date closed and closed date on a deal; help.keap.com pipeline and pipeline-reporting-analytics pages now redirect to the Thryv help center home; checked the Keap REST API developer portal and the Keap integration community for an opportunity close date property.

Verification: Pending vendor verification

Team members can be attached to a deal, but no dedicated owner or assigned-user field is named.

Source: https://learn.thryv.com/hc/en-us/articles/36466879031437-How-to-Create-and-Track-Deals-in-Your-Pipeline, https://learn.thryv.com/hc/en-us/articles/36649550037261-Manage-Deals

Searched: Searched for a deal owner field, products or line items, and the deal object schema. The help.keap.com articles on adding a deal and on pipeline custom fields now redirect to the parent company's help center root and did not survive the migration, and the REST API covers legacy opportunities only, so no schema evidence is available.

Verification: Pending vendor verification

A contact must be selected when creating a deal, and the deal has a primary contact.

Source: https://learn.thryv.com/hc/en-us/articles/36466879031437-How-to-Create-and-Track-Deals-in-Your-Pipeline, https://learn.thryv.com/hc/en-us/articles/36649550037261-Manage-Deals

Verification: Verified

No vendor documentation found states what becomes of a deal once it is closed - whether it stays on the pipeline board, moves to a filtered view, or continues to appear in Keap's own reporting. Deleting a deal is documented separately as a permanent action, which is not the same question. The only Keap reports documented are the Growth dashboard widgets, which cover contacts, leads, clients, sales, quotes, invoices and broadcasts, and the All Sales Report, which covers orders rather than pipeline deals.

Searched: Thryv help center Keap category: Manage Deals, How to Create and Track Deals in Your Pipeline, Pipeline Automation, Pipeline Multiple Pipelines, Pipeline custom fields and layouts, Growth dashboard widgets, All Sales Report in Keap; searched for closed deal visibility, archived deals, pipeline reporting and analytics; the former help.keap.com pipeline reporting article no longer resolves.

Verification: Pending vendor verification

No dedicated lost reason field is documented anywhere in vendor material on closing a deal. Deals do support buyer-created custom fields, including single-select and multi-select dropdowns and radio buttons, created from the deal record and arranged per pipeline through a layout editor, so a structured reason field can be built. Whether the resulting field can be reported on natively is not documented.

Source: https://learn.thryv.com/hc/en-us/articles/36994405552013-Pipeline-custom-fields-and-layouts, https://learn.thryv.com/hc/en-us/articles/36649550037261-Manage-Deals

Searched: Searched vendor documentation and the vendor community for lost reason, reason for loss and deal outcome reason. Nothing describes a built-in field, and nothing describes reporting on deal custom fields.

Verification: Pending vendor verification

A one to one email can be composed and sent from inside Keap using the email icon on the contact record, sending from the address on the selected user record. Email sync connects a Gmail or Microsoft mailbox so that incoming and outgoing mail exchanged with Keap contacts is written back to the contact record, which covers mail sent from the native client. The vendor states plainly that mail sent from Keap is not synced to the external mailbox, and that attachments are not synced, so the loop is not closed in both directions.

Source: https://learn.thryv.com/hc/en-us/articles/46757120188045-Email-Sync-for-Gmail-and-Microsoft-Outlook, https://learn.thryv.com/hc/en-us/articles/36787392399501-How-To-Send-an-Email-to-a-Contact

Verification: Verified

Google and Outlook calendars can be connected. Vendor documentation states that external calendar events are displayed inside the Keap calendar and are used to block availability, but cannot be edited in Keap, and the Outlook article states that appointments booked through Keap are added to the Outlook calendar automatically. The Google article describes reading events into Keap and does not describe Keap appointments being written back, so the direction of sync is documented inconsistently between the two providers and is not a symmetrical two-way sync of the activity object.

Source: https://learn.thryv.com/hc/en-us/articles/36810789888781-Appointments-Connect-Google-calendar, https://learn.thryv.com/hc/en-us/articles/36812946047629-Appointments-Connect-Outlook-Calendar, https://learn.thryv.com/hc/en-us/articles/36981623083021-Schedule-Clients-Send-Booking-Links-and-Automate-Reminders-with-Appointments

Verification: Verified

Appointments are booked directly inside Keap by selecting a contact, an appointment type and a time, without using a booking link. Appointment types are buyer-defined: two types are supplied by default and can be edited or deleted, and further types are added by the user, so a meeting type and a call type can both be created. Tasks are a separate documented record with a name, a due date and a reminder, which covers internal operational work.

Source: https://learn.thryv.com/hc/en-us/articles/36981623083021-Schedule-Clients-Send-Booking-Links-and-Automate-Reminders-with-Appointments, https://learn.thryv.com/hc/en-us/articles/37554695007629-How-to-Add-a-Task-on-Keap-Mobile, https://learn.thryv.com/hc/en-us/articles/37009400575885-Keap-Product-Family-Feature-Comparison-All-Versions

Verification: Verified

No verdict. The vendor describes native visual pipeline analytics covering deal conversions by stage, average deal duration, average time in stage and deal revenue forecasting, filtered by sales representative, status and date closed, and the knowledge base carries an article titled pipeline reporting and analytics. Those claims appear only in product announcements and a solutions page, which are not product documentation and cannot support a verdict on their own. The knowledge base article itself could not be retrieved: the former help site redirects to the vendor's new help center, where the article does not appear. An overall win against loss rate is not named in any source found. On the evidence reachable the dimension can be neither confirmed nor ruled out, so it is recorded as unverified and counts toward neither a pass nor a failure.

Source: https://keap.com/product-updates/keaps-sales-pipeline-enhancements-empower-entrepreneurs-to-reduce-chaos-and-close-more-deals, https://keap.com/product-updates/keap-sales-pipeline-updates, https://keap.com/solutions/reporting

Searched: Searched the vendor knowledge base for pipeline reporting, pipeline analytics, deal analytics, deal conversions by stage, average time in stage, win rate and revenue forecast; searched the dashboard widget documentation, which lists no deal or pipeline widget. The former help site article help.keap.com/help/pipeline-reporting-analytics is indexed but redirects to the new help center root and has no visible successor there.

Verification: Pending vendor verification