Custom Keap dashboards
Build customized Keap dashboards that visualize your business metrics and KPIs in real time. Import data directly from Keap and create dashboards focused on your sales and marketing performance.
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About Keap
Keap is a sales and marketing tool for small businesses that combines CRM, marketing and sales automation, and payments in one platform.
Additional help
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Create real-time Keap dashboards with Plecto
The Keap integration enables you to create a full overview of your sales and marketing KPIs in real time. Create fully customized Keap dashboards with Plecto and add value to your KPIs through meaningful visualizations.
Display your sales and marketing metrics on a variety of widgets, including graphs, speedometers, charts, tables, and more. Use conditional colors to easily identify the progress towards your goals.
Make use of Plecto's unique gamification features by creating leaderboards and contests that spark motivation among your marketing team. Set up custom notifications that trigger every time an employee achieves a goal like reaching a new milestone or closing a sale!
With Plecto's integration to Keap, you can create and configure sales and marketing dashboards focused on your contacts, users, orders, and more! With Plecto, you can easily display your Keap KPIs on dashboards on TV screens in the office, on your computer, or access them from your mobile device thanks to our iOS and Android apps.
What types of data can you import from Keap?
Opportunities
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Subscriptions
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
Tasks
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
Products
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Order Items
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
Emails
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
Orders
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
Contacts
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
How it works
1. Connect your data sources
One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.
2. Build dashboards
Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.
3. Boost team performance
Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.
Boost performance with real-time insights
Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.
