Skip to content
Choose your plan
HomeAboutFeaturesPricing Choose your plan

Features · seven things, each with its own screen

Keepsly

What it does, screen by screen, in the order you would use it

Every window below is a real panel from the same workspace: Brindle & Oak, Q4 sales, Friday 6 November. The numbers add up. You are welcome to check.

Choose your plan Start with the timeline
01Know the person

Capabilities one to three

One timeline per contact

Emails, calls and meeting notes attach themselves to the person they belong to. Open Gareth Doyle and the Wednesday call sits directly above the Friday reply, which is where you would look.

In the workflowBefore a call: open the contact, read down to “Earlier”, ring. About ninety seconds, not three inboxes.

Auto-logged entries are tagged, so you can tell them from yours.

A pipeline you can rename

Drag a deal from Qualified to Proposal and its amount moves with it. Stages are yours: four, nine, or one called “Waiting on legal”. Each stage carries a close probability, and every column adds itself up.

In the workflowAdd a stage mid-quarter and open deals keep their seat. Nothing is re-entered.

Probabilities feed the forecast, so rename with confidence.

Scores that show their arithmetic

Engagement and fit signals add up to a number from 0 to 100, and the number says why: four opens, one reply, the right headcount. Sort by it on Monday morning and start at the top.

In the workflowSelect the top two, assign an owner, add a nudge. Three clicks, bulk bar included.

Pick the two signals that matter to you. The rest stay quiet.

02Halfway

Three screens in. The other four cost nothing extra.

Every plan includes the timeline, the pipeline and the nudges. The tiers differ by contact count, not by whether a feature is “enterprise”.

Compare plans, from $109 a year
03Know the week

Capabilities four to seven

A forecast with two honest columns

Commit counts only deals in Proposal or later; best case adds Qualified. Both roll forward every week from the amounts and probabilities already in the pipeline. Reading it takes about as long as the kettle.

In the workflowThursday’s forecast meeting starts from one page. Closed-won stays out of the lines, so nothing is counted twice.

Switch between 30 days and the quarter without re-running anything.

A nudge when a deal goes quiet

Nine days without a reply and the deal gets an amber flag and a seat on Tuesday’s list. Keepsly will not send a message on your behalf. It will remember on your behalf, which was the hard part.

In the workflowWork the list oldest first. Snooze what is genuinely waiting; open what is not.

Default threshold is nine days. Adjust it per stage.

An inbox import that finishes before lunch

Connect your inbox and Keepsly builds contacts from the last 90 days of threads, matches them to companies by domain, and shows its progress while it works. Duplicates are merged and listed, not hidden.

In the workflowDay one: connect, wait about the length of a coffee, open Today. Already using HubSpot? Import that list in one pass.

The import reads headers and dates. It does not read the body of personal threads.

⌘K, then the person’s name

One palette reaches any contact, deal or action. Type “gar” and Gareth’s deal opens; type “note” and a note starts on whichever record you were reading. The mouse is optional.

In the workflowBetween calls: ⌘K, name, N, type, done. Four keystrokes and the timeline is current.

Every shortcut is printed beside its action. Nothing to memorise in advance.

04Security & reliability

Who can see what, and who looked.

Permissions you can read aloud

Roles decide who can view, edit, export and delete. The Territory plan adds team quotas, single sign-on and an audit log that records each change with a name and a timestamp.

  • Four roles: Owner, Manager, Seller, Read-only
  • Export limited to the roles you choose
  • Audit log and single sign-on on Territory

Reliability

Sync status sits in the corner of every screen: “Synced 2m ago”, and a plain sentence when it is not. Unsent notes survive a dropped connection and post when it returns.

Your data, yours

Export contacts and deals as CSV from any list. Delete a workspace and its records go with it. Inbox access can be revoked from one settings screen.

05Integrations

Six connections, each doing one small job.

DropboxThe signed proposal attaches to the deal it belongs to, under Files.
MakeTrigger the one workflow your team insists on when a deal changes stage.
HubSpotBring contacts and companies across in a single import pass.
JiraLink the delivery ticket to the won deal so nobody asks “which customer?”.
AsanaHand a won deal to onboarding with its whole timeline attached.
DiscordPost deal movements to the one channel that will actually read them.
06Your move

Seven screens read. Pick the one price.

Pocket is $109 a year, Closer $239, Territory $420. All billed annually in USD, all with the timeline, the pipeline and the nudges.

Choose your plan