PsalmJordan Labs Ltd
|
||||||
Related Products
|
||||||
About
Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).
|
About
Psalm is a cloud-based CRM and business management system for small businesses that quote before selling. It manages inquiries, follow-up reminders, quotations priced by size, quantity, or fixed charge, sales orders, invoices, and payments. Customers can accept quotations online; accepted quotes become orders with deposit and staged payments, then invoices without reentering line items. Psalm tracks outstanding balances and ages overdue amounts into 30-, 60-, and 90-day periods. Business logos, colors, and letterheads can be added to documents. A guided importer reads Excel and Google Sheets, and paid plans include an AI assistant that works from business records. Pricing is per company: free for one person to manage invoices, quotes, and customers, with plans at £39/month for up to 3 people, £99/month for up to 15, or £199/month for up to 50. A 14-day free trial is available without a credit card.
|
|||||
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Not Supported
Chromebook
Not Supported
|
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
|||||
Audience
Small businesses that need an all-in-one CRM and sales and marketing platform
|
Audience
Small businesses of 1 to 50 people that quote before they sell: fabricators, kitchen and bathroom fitters, joiners, manufacturers, distributors, installers and agencies.
|
|||||
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
|
|||||
API
Offers API
Not Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and Videos |
Screenshots and VideosNo images available
|
|||||
Pricing
$40 per month
Free Version
Not Supported
Free Trial
Supported
|
Pricing
£39/month
Free for one person using invoices, quotes and customers. Monthly company plans: £39 for up to 3 people, £99 for up to 15, and £199 for up to 50. Annual billing is £390, £990 and £1,990 respectively (two months free). The 14-day trial requires no card. Jordan Labs Ltd is not VAT registered, so prices include everything.
Free Version
Supported
Free Trial
Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Pros & Cons from Real UsersPros
Cons
|
||||||
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
|
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
|||||
Company InformationKeap
Founded: 2001
United States
keap.com
|
Company InformationJordan Labs Ltd
Founded: 2026
United Kingdom
psalmcrm.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
||||||
Categories |
Categories |
|||||
Billing and Invoicing Features
Billing Portal
Not Supported
Contact Database
Supported
Contingency Billing
Not Supported
Customer Portal
Not Supported
Customizable Invoices
Supported
Dunning Management
Not Supported
Hourly Billing
Not Supported
Invoice History
Not Supported
Mobile Payments
Supported
Multi-Currency
Supported
Online Invoicing
Supported
Online Payments
Supported
Payment Processing
Supported
Project Billing
Supported
Recurring/Subscription Billing
Supported
Service Ticket Billing
Not Supported
Tax Calculator
Not Supported
CRM Features
Calendar/Reminder System
Supported
Call Logging
Not Supported
Document Storage
Not Supported
Email Marketing
Supported
Internal Chat Integration
Not Supported
Lead Scoring
Not Supported
Marketing Automation Integration
Not Supported
Mobile Access
Supported
Quotes / Proposals
Not Supported
Segmentation
Supported
Social Media Integration
Not Supported
Task Management
Supported
Territory Management
Supported
Quoting Features
Automated Quoting
Not Supported
Catalog Management
Supported
Client Portal
Not Supported
Contact Management
Supported
Customer Accounts
Not Supported
Customizable Branding
Supported
Discount Management
Supported
Forms Creation
Not Supported
Pricing Management
Supported
Product Configurator
Not Supported
Proposal Management
Not Supported
Appointment Scheduling Features
Appointment Reminders
Supported
Automated Scheduling
Not Supported
Calendar Sync
Supported
Client Database
Supported
Group Scheduling
Not Supported
Mobile Access
Supported
Multi-Location
Supported
Online Booking
Supported
Online Payments
Supported
Recurring Appointments
Not Supported
Room Booking Management
Not Supported
Campaign Management Features
Channel Management
Not Supported
Contact Database
Supported
Email Marketing
Supported
Event Triggered Actions
Supported
Lead Management
Supported
Multi-Campaign
Supported
Contact Management Features
Activity Management
Not Supported
Appointment Management
Not Supported
Contact Database
Supported
Contact History
Not Supported
Contact Import/Export
Supported
Customer Pipeline
Not Supported
Email Marketing
Not Supported
Group Management
Not Supported
Interaction Tracking
Supported
Lead Management
Supported
Prospecting Tools
Not Supported
Sales Pipeline Management
Supported
Search / Filter
Not Supported
Segmentation
Supported
Shared Contacts
Supported
Social Media Integration
Not Supported
Customer Communications Management Features
Batch Communications
Supported
Chat / Messaging
Not Supported
Content Management
Supported
Email Distribution
Supported
Interactive Content
Not Supported
Multi-Channel Communications
Not Supported
On-Demand Communications
Supported
Personalization
Supported
Print Management
Not Supported
Template Management
Supported
Video Content
Not Supported
Email Marketing Features
A/B Testing
Supported
Artificial Intelligence
Not Supported
Auto-Responders
Supported
CAN SPAM Compliance
Supported
Customer Surveys
Supported
Drip Campaigns
Supported
Dynamic Content
Supported
Event Triggered Email
Supported
Image Library
Supported
Landing Pages/Web Forms
Supported
Mailing List Management
Supported
Mobile Optimized Emails
Supported
Reporting/Analytics
Supported
Subscriber Management
Supported
Template Management
Supported
WYSIWYG Email Editor
Supported
Lead Management Features
Activity Tracking
Supported
Campaign Management
Supported
Lead Capture
Supported
Lead Distribution
Not Supported
Lead Nurturing
Supported
Lead Scoring
Not Supported
Lead Segmentation
Supported
Pipeline Management
Supported
Prospecting Tools
Not Supported
Source Tracking
Not Supported
Lead Nurturing Features
A/B Testing
Supported
Campaign Management
Supported
Drip Campaigns
Supported
Lead Capture
Supported
Lead Notifications
Supported
Lead Scoring
Not Supported
Lead Segmentation
Supported
Performance Metrics
Supported
Personalization
Supported
Pipeline Management
Supported
Marketing Automation Features
A/B Testing
Supported
Analytics / ROI Tracking
Supported
Artificial Intelligence
Not Supported
Content / Blogging Platform
Supported
Customizable CTAs
Supported
Drip Campaigns
Supported
Dynamic Content
Supported
Landing Pages / Web Forms
Supported
Lead Scoring
Supported
Sales Intelligence
Supported
Search Marketing
Supported
Segmentation
Supported
Social Marketing
Supported
Website Visitor Tracking
Supported
|
||||||
Integrations
Facebook
Supported
Business Card Reader
Supported
Contractbook
Supported
Convert Pro
Supported
Dropbox
Supported
Dropbox Sign
Supported
HubSpot CRM
Supported
Nexa
Supported
Ohmylead
Supported
PlusThis
Supported
|
Integrations
Facebook
Supported
Business Card Reader
Not Supported
Contractbook
Not Supported
Convert Pro
Not Supported
Dropbox
Not Supported
Dropbox Sign
Not Supported
HubSpot CRM
Not Supported
Nexa
Not Supported
Ohmylead
Not Supported
PlusThis
Not Supported
|
|||||
|
|
|